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EditandPrint Version.5 Admin Navigation

Home EditandPrint Version.5 Admin Navigation

Orders

  • List Orders
  • Add New Order
  • Order Status
  • Coupon / Discount
  • Unpaid Orders
  • Archive

List Orders

List Orders

Everything you need to manage orders for which payment is received. This section also contains quick links to common order management actions such as update order status, download print ready file, identify overdue orders and more.

Advance Search: You have multiple ways to search orders such as, name, email id, order status, duration, Branch wise, Pickup Branch wise and more so that you quickly get to what you are looking for. You can Filter by Traits to specifically get to the order type you are searching. Rest your cursor at each icon to know what they stand for or refer to index at the bottom of the page.

Overview: Summary of the orders, customer contact details, billing amount and more. Each time a customer places an order, a new order ID is automatically generated and is never repeated. Orders that have exceeded their due date will be highlighted in red.

Status: You can easily change the order status by clicking on ‘Edit’ icon with a pencil mark on Status Column. Tick Customer Notify if you wish to send email notification about the change in order status. You can view or edit the order status email from below path..

Mass Action: From the dropdown list at the top Left choose an action and tick the orders for which you want to execute it. To select all orders at once, tick the checkbox in the top bar and click Submit.

Export Orders: You can export all the customers by clicking on Excel Icon Top right corner above Action.

New Order Notification: You will receive the notification for new customer orders in the top right side corner of admin panel.

Payment Request

This section allows you to raise payment request for orders modified with more additional options or higher quantity. Enter the details in the given fields and click ‘Save’. The customer will receive the notification in his/her My Account and make payment from there.

You can view the list of orders for which payment request has been raised. From the Action dropdown list there you can send reminder to the customer and carry out other actions as well.

Paid Notification: When the customer makes payment for payment request generated by you, you will receive the notification on the top right side corner of admin panel.

Add New Order

Add New Order / Offline Order

This section allows you to manage orders which are not placed from your online storefront. You can place orders into your system on the behalf of your customer from here.

Add New Customer

Admin > Orders > Add New Order

Here you can place an order on behalf of your existing customer or you can create a new customer and place an order on his/her behalf. You are required to enter the details of the customer and their shipping address. Next, you need to add product order from Add New Product interface. To place an order for an existing customer, you are required to search either by Name or Email address. Some of the important fields are explained below:

Add New Product

  • Existing Product: When you select Existing Product option, you will see a quick link to online calculator from where you can select the product specifications. Rest of the fields will be auto-filled based on it. Upload the customer’s artwork file and continue to shipping and payment details.
  • Custom Product: Select this option if the order is pertaining to products other than your existing products. Fill in the details and save changes to continue to shipping and payment details.

Select Payment

Select the payment mode, check the order details and confirm order. If Payment Request is ticked, then you will be redirected to Payment Request to raise payment request for this order and click Submit. Otherwise, you will be redirected to the View Orders page.

Order Status

Order Status

This section allows you to edit the default email content for each order status and also add new ones. You can even manage different order status showing under Job Board on admin homepage (Dashboard). If you have multiple languages enabled, then you need to enter translated text for each of them manually.

Action Menu

Admin > Orders > Order Status > Action dropdown

Edit: Quick link to change the details for the selected order/order product status.

Delete: 2-step confirmation to permanently delete the selected order/order product status.

Add

Admin > Orders > Order Status > Add (Top Right Link)

Simply fill in the details and click submit to create a new order status. Important fields are explained as below:

Set as Normal: This option will show if you select Order Status in Status Type. If you tick this option, then the system will consider orders with this status as normal status (as if order is under process).

For such order status or any of the order product status, you are able to choose color class to be used for such status on order listing page. Also, you can choose whether such order status should be displayed under Job Board on admin homepage (Dashboard).

Set as Completed: This option will show if you select Order Status in Status Type. If you tick this option, then the system will consider orders with this status as completed.

Set as Canceled: This option will show if you select Order Status in Status Type. If you tick this option, then the system will consider orders with this status as cancelled.

Set as Shipped: This option will show if you select Order Status in Status Type. If you tick this option, then the system will consider orders with this status as shipped.

Internal Status: You can set the Order Status for internal use. This will not be disclosed to your customer. You can set the related existing order status which you want to show to your customer instead of the selected internal order status.

You can also set the order product status based on specific products

Coupon / Discount

Coupon / Discount

This interface allows you to manage coupons and discounts with fixed percentage or amount to your customers for a specific date and time duration. At-a-glance you can find a summary of all the coupons and discounts that are generated along with their specifications and validity tenure.

Status: The status is automatically changed by the system depending upon the coupon/discount’s validity duration. Coupon/discount running currently will have status as Green (Active), if duration is exceeded then it will display as Expired. You can add coupon/discounts for future date & time for which status will show as Coming soon.

Action Menu

Admin > Orders > Coupons / Discount > Action dropdown

Edit: Quick link to edit details of this coupon/discount.

Delete: 2-step confirmation to permanently delete this coupon/discount.

Duplicate Coupon/Discount: Instantly creates a duplicate of the selected coupon/discount. Make the required changes and click ‘Save’.

View Order: This option will display only if any customer has placed order using the coupon. Click on it and you will be redirected to Sales order detail in the Report module where you will find more information about it.

Combo Product Discount Rules: Create a rule on the already existing combo discount based on individual product. The discount percentage or amount you specify here will over-write the actual combo discount percentage or amount while calcuting the discount on the individual products configured in its setup. Apart from this, you can even set conditions like mininum and maximum quantity of particular product that customer needs to purchase for the combo product discount rule to apply.

Add

Admin > Orders > Coupons / Discount > Add (Top Right Link)

Type: You can set the type of price-off in three ways:

 

  • Coupon: Select this option if you want to offer coupon code to your customers which they need to redeem at the time of checkout to avail discount. It can be made available to all or specific retail and corporate customers.
  • Discount: It is available only for retail customers. You can set discount on specific products or all products. If you want the discount only to apply on the shipping price instead of product price, select the radio button option accordingly. On the storefront, your customers will see a strike through on the current price next to the discounted product or shipping price.

 

Conditional Discount: Apply Always will deduct the discount percentage/amount on the order, irrespective of the product price, quantity and order price. To set conditions, you can enter the range for which discount will apply.

 

  • Combo Discount: It is available only for retail customers. You can set discount on a combination of specific products. On the storefront, your customers will see a strike through on the current price next to the discounted price.

 

Import Coupon

Admin > Orders > Coupons / Discount > Import Coupon

To mass upload coupons, simply follow the steps there and import the Excel file.

Note following points to avoid wrong or omitted coupon entries into the system:

 

  • Do not delete or interchange any column in the sample Excel file
  • Do not change title of any column
  • Leave columns blank which are not relevant
  • For clarification about any column title, look up in Step 2. Sheet names are displayed in tabs

 

Revoking records: After importing records you will get an option to “Undo or Close.”

  • If you want to revoke the imported multiple coupons, then click on “Undo”.
  • If you want to have those records (coupons) on the system, then click on “Close”.

Disable Coupons / Discount

By default both Coupons and Discount sections are enabled, to disable them simply go to…

Admin > Store Configuration > Settings > Search with “coupon” > Enable Coupon Management Module (Select No)

Admin > Store Configuration > Settings > Search with “discount” > Enable Discount Management Module (Select No)

Unpaid Orders

Unpaid Orders

Orders for which payment is not yet made or clearance of cheque, credit or debit card is awaited. Also offline orders will show in this section.

Unpaid Order Notification: A notification will be generated by the system when there is an unpaid order, which will be displayed on the top right side corner of the admin panel.

Action Menu

Admin > Orders > Unpaid Orders > Action dropdown

Edit/View: This interface organizes order and product information under three tabs:

  • View Order: This section enlists all the information related to shipping and product details. Order History is a record of all the changes made in this particular order.
  • Update Order: Under this tab you can edit shipping and order information. Tracking number is automatically generated if any of theseshipping methods are selected – UPS, USPS or FedEx. For Weight based and Quantity based shipping methods, tracking number is to be filled manually. On receiving the payment you need to change the status from the Status dropdown list and it will move to View Order section.
  • Update Order Product: This section shows details about the product and allows you to change order status. You can also download print-ready file from here.

Download Invoice: Instantly generate a PDF of the invoice. You can modify invoice template from…

Admin > Content Management > E-mail Template > Search with “invoice” > INVOICE_TEMPLATE > Action > Edit

Delete: Cancelled or rejected unpaid orders can be directly deleted.

Archive

Archive Order

This section allows you to manage orders marked as archive. You can move orders to archive for which no further process is required to be carried out, but you want to save them for future reference. Moving orders to archive reduces the clutter under List Orders section.

Mass Action: From the dropdown list at the top right choose an action and tick the orders for which you want to execute it. To select all orders at once, tick the checkbox in the top bar and click Go.

Action Menu

Admin > Orders > Archive Orders > Action dropdown

Update: Displays Summary of this order along with its details regarding product, shipping, order history and more.

Restore: Quick link to move this order to View Order section.

Delete: 2-step confirmation to delete order record.

Export Orders

Admin > Orders > Archive Orders > Export Orders (Top Right Link)

Quick link to instantly export all the archive orders in an Excel file.

Auto Archive

You can set auto archive, which will automatically send orders marked as “Completed” directly to the Archive section.

Admin > Store Configuration > Settings > Search with “archive” > Order Auto Archive (Select “Yes”)

Quote Management

  • View Quotes
  • Manage Quote Form Fields

View Quotes

View Quotes

Quotes placed by customers using the ‘Request a Quote’ form on your storefront will show in the ‘View Quotes’ section. Quote Management is disabled by default. You can enable it with one easy step…

Store Configuration > Settings > Search with “Quote” > Enable Quote Module (Select Yes)

Once you have enabled this, ‘Request a Quote’ form will show as a link on your storefront.

Overview: The View Quote page provides important quote information like name and email address of the customer who has placed the quote, quote title, whether the quote was for existing or custom product, quote amount, quantity, quote status and date the quote was placed.

  • Now customers have an option to get quotation for multiple quantities in a single quotation. Customers can ask for quotation for maximum three different quantities. The order will be considered only for approved quantity.

To allow the customer to enter single or multiple quantities in quotation you can set that from below path.

Admin >Store Configuration > Settings > Store Configuration > Quote Request Quantity > Select “Single” or “Multiple”

New Quote Notification: You will receive the notification for new quote requests placed by customer in the top right side corner of admin panel.

Action Menu

Admin > Quote Management > View Quotes > Action dropdown

Edit: Quick link to view and update the quote requested by customer. You can give the price for each quantity specified by the customer or even modify the quantity as well as set vendor price based on configuration settings. You can also see complete quote history details for this quote. Initially, when the customer submits a quote, the quote status will be shown as Quotation pending. You have three ways to address the customer’s quote:

  • Enter Quote Price: Tick this option if you can offer this product at the customer’s demanded quantity. You can enter different price for different quantities requested by the customer. Enter price and other details, and click Save. You can even upload a file for customer’s approval along with the quote. The quote status will be updated in the customer’s My Account. Moreover, customer will receive notification if this option is enabled. You can view or edit the customer notification email text from here…

Admin > Content Management > E-Mail Template > Search with “Quote” > Action dropdown > Edit

Completing this action will change quote status to ‘Quotation’. Customer can approve or reject your quote from their My Account.

Once customer approves your quotation, they can then place order for that particular quote and quote status automatically changes to ‘Quotation Approved’. If the order is successfully placed, the quote status will be ‘Quotation Completed’ and it will show in the List Orders section. The customer is required to place order within 30 days of approving it, else it will automatically expire and it will show in their My Account. In case the customer rejects your quotation, the quote status will turn to ‘Quotation Rejected’.

  • Post Message to Customer: Tick this option if you need to ask for more details from the customer. You can even upload file for customer’s approval along with the quote. Completing this action will change the quote status to ‘Customer Review Pending’. Your message will show in the customer’s My Account from where they can post a reply. Once the customer replies, the quote status will change to ‘Admin Review Pending’.
  • Quote Cancelled: Tick this option if you want to decline the quote request from the customer. You can state the reason in Comments section and the customer will receive your reply in their My Account. Tick Customer Notify to send email notification to the customer. Completing this action will change selected quote status to ‘Quote Cancelled’.

Note: It is recommended that you take only one action at a time when some response is awaited from the customer so as to avoid any chances of overlapping actions. For example, if you have entered your quote amount on customer’s quote, you should not use ‘Post Message to Customer’ unless your quotation is approved or rejected by the customer. If you use ‘Post Message to Customer’ in this scenario, it makes your previous quotation void and you will need to enter the quotation again for the customer to approve or reject it.

View Quote: You will see this option only for those quotes which are either completed or rejected. It’s a quick link to view the history of quote details.

Delete: 2-step confirmation to delete the selected quote. Those with status of Quotation Approved cannot be deleted from here.

Add New Quote

Admin > Quote Management > View Quotes > Add New Quote (Top Right Link)

Just like a storefront user can request a quote using the quote form on your storefront, you can add a new quote on behalf of your customers using the ‘Add New Quote’ screen. All the fields in the form will remain the same as in the regular quote form which is displayed to the storefront users.

Help

Admin > Quote Management > View Quotes > Help (Top Right Link)

‘Help’ link is a pop-up showing flow chart of how quote process works, from the time customer places the quote until the time quotation gets marked as completed or rejected.

Manage Quote Form Fields

Manage Quote Form Fields

This section allows you to manage different fields in the quote form which will be displayed on your storefront on Request Quote page. You can toggle quote form field status as Green (Active) or Red (Inactive).

Action Menu

Admin > Quote Management > Manage Quote Form Fields > Action dropdown

Edit: Quick link to modify the details of existing quote form field.

Delete: 2-step confirmation to delete the selected quote form field.

Add New Quote Field

Admin > Quote Management > Manage Quote Form Fields > Add New Quote Field (Top Right Link)

You can add multiple fields in the quote form one at a time. Simply fill in the details to add a field. While creating a new field, you can add description (a brief explanation) for it in text, image or video from the editor window in Description option. Using the Sort option, you can sequence the fields in the form.

Below is the description of important fields:

Product Specific Quote Attribute: Tick All Product if you want this field to appear when customer places a quote for any of your products currently on the storefront. Ticking Specific Products will instantly display a list of all your existing products. Check the products for which you want this field to appear in the quote form. Tick Custom Product if you want this field to show when your customer selects Quote Type as Custom on the Request Quote page.

Validation: Choose Require if you want to make this field mandatory in the form, else choose Allow Null.

View Quote Form

Admin > Quote Management > Manage Quote Form Fields > View Quote Form (Top Right Link)

Anytime you have added, edited or removed any quote form field, this link enables you to preview the updated quote form.

Customer

  • Website Customers
  • Newsletter Subscribers
  • Customer Templates

Website Customers

Website Customers

This section enlists customers who have registered on your storefront or whom you have manually added as a registered customer. It also contains quick links to common customer management actions such as add/edit/delete customers, view their order details, export customer data and more. You can sort customers based on their recent activity (recent login/recent registered). When you are looking for a specific customer’s details, you can enter their name or email id and hit search. Under Select Customer dropdown menu, all retail customers are grouped as Retailer. Corporate customers are enlisted with the name of the company followed by its departments with an indent.

Overview: Apart from basic customer details such as name and contact details, you can also view at-a- glance pay on account limit, remaining credit balance and company name, if these options are enabled. A manager icon will display next to the customer’s name who is assigned as a manager. Under Customer Type, corporate customer’s details are displayed in this format, ‘Company name’ – [‘Department’].
Status: By clicking on green tick or red cross you can instantly toggle the status as either of the following:
  • Make it Green (Active): The selected customer can place orders and access their My Account.
  • Make it Red (Inactive): The selected customer is restricted to place orders and access their My Account. You have the control to restrict customers from placing further orders who have exceeded their credit limit. Making customer inactive will not run any delete functions.

New Customer Notification: You will receive the notification for new customer registrations under the top right notifications link of admin panel.

Action Menu

Admin > Customer > Website Customers > Action dropdown

Edit: You can view and Edit Customer Details, Address Details, Customer Settings etc.

View: This will display selected customer’s profile such as number of orders placed by the customer, Templates, Quotes, and how many times the customer has logged into the system.

View Orders: Enlists all the orders placed by the customer. More on this is explained in View Orders in Orders module.

View Templates: Displays a thumbnail image and details of all the templates created by the customer.

View Quote: Enlists quote requests the customer has placed from his/her My Account. It also contains quick links to manage quotes. More details are covered in View Quotes section.

Login as Customer: View the customer’s My Account exactly as this customer would see it and even perform actions on their behalf (placing new order, editing existing orders, etc.). Once you are finished, click Logout.

Show Password: This will display the User ID (e-mail ID) and password for the selected customer.

Delete: 2-step delete confirmation will permanently delete the customer account, his/her images saved in My Account, templates and quotes placed (if any).

Extra Fields

Admin > Customer > Website Customers > Extra Fields (Top Right Link)

You can add extra fields to the customer sign -up form. Also you can add these additional fields on the order invoice as well.
Customers shall see extra fields in registration form, address book and their profile page in My Account.

Add Field Group (Admin > Customer > Website Customers > Extra Fields (Top Right Link) > Add Field Group (Top Right Side))

From here you can create a Field Group wherein you can add few fields in it. Group title will be displayed on the Sign Up form and fields will be displayed under that title.

Add

Admin > Customer > Website Customers > Add (Top Right Link)

This will allow you to create a single website customer.

Fill in the details and click ‘Save’ to instantly create a customer account. The customer will automatically receive an email with their My Account credentials, unless Send Notification option is unchecked. Using these credentials, the customer can login to update their account information, change password and place orders. Below is the description of important fields:

User Type: Default customer type is set as Retailer. If you have previously added corporate customers, then you can choose the company name or department from the drop down menu.

Sales Agent: Now you can assign the customer to a Sales Agent. For more details on Sales Agent, refer to Business Partners > Sales Agent module.

User Group: Click on “+” icon which will allow you to create a new group. If you have already created the group, then you can put the customer in the group you want to.
Once a customer group is created, you shall have an option to add multiple users to that group and discount shall become applicable only for the users associated with that group.

Now if you want to give discount/coupon to this group of customers then you can create a coupon/discount code and assign to these groups.

Admin > Orders> Coupon/Discount > ”Discount Usage” select “Based on Group”

And from the “User Group” option select the Group Name. Please note that group can only be created for retail customers.

Allow Tax Exemption: Ticking this box will set the tax amount as zero for this customer, even if they meet the tax rule.

Pay on Account: Tick this box to provide pay on account facility to the customer. When you enable this functionality, a new box will appear for you to set the credit limit for the customer.

Import

Admin > Customer > Website Customers > Import (Top Right Link)

Follow the instructions there and click Import to create multiple customers’ My Account in one go. Ticking Send Notification and Add toNewsletter Subscriber will enable all the newly added customers to receive a registration email with their individual My Account credentials and subscribe for newsletters. Using the credentials he/she can login to update their account information, change password and place orders.

Import Address

Admin > Customer > Website Customers > Import Address(Top Right Link)

To mass upload customer address details, simply follow the step by step instruction mentioned there. Following is a brief highlight for each of the steps:

Step 1 : Download Sample File

Once you download the sample file, you are required to enter details in the sequence of the tabs.

Note following points to avoid wrong or omitted product entries into the system:

  • Do not delete or interchange any column in the sample excel file
  • Do not change title of any column
  • For clarification about any column title, look up in Step 2
  • For corporate_id of specific corporate customer, look up in Step 2 > Corporate Details TAB

Step 2 : Fill Up Data & Help

Information here serves as a reference for you to fill in the Excel file. For example, you can look up the Corporate Id from here and accordingly fill in the Excel file.

Step 3 : Upload File

Simply upload the Excel file.

Step 4: Map Database Field

You can check tab-wise details which are correctly taken from the Excel file.

Step 5: Imported Data Summary

Click ‘Import’ and all the valid data will be imported into the system.

Newsletter Subscribers

Newsletter Subscribers

At-a-glance you will see a list of your newsletter subscribers in this section. When any of your customers opts in for newsletter subscription, either at the time of checkout or from their My Account, their email address is added to this list automatically.

Customers can themselves unsubscribe via their My Account. Their email address will be instantly removed from this list and they will not receive newsletters or any marketing emails sent from Mail Services. Alternatively, you as an Admin can also remove subscribers from this section.

Import Subscribers: In an Excel sheet, simply create a one-column list of email addresses to whom you want to send newsletters. To help you import the data correctly, Download Sample File from the top right link. Duplicate entries will be removed, if any. Go to…

Admin > Customer > Newsletter Subscribers > Upload File > Import

Action Menu

Admin > Customer > Newsletter Subscribers > Action dropdown

Delete: Removes the selected subscriber from the newsletter subscribers’ list. This doesn’t affect the customer’s other details such as orders, templates, quotes, etc.

Customer Templates

Customer Templates

This section contains thumbnail preview of all the templates created by customers from your storefront. Also, you’ll find quick links to customer’s detail page, information of product for which template is created, download template file, edit design and delete templates.

Templates created by website customers will show in this section even after they checkout. On the other hand, when a guest customer checks out, their templates will be automatically deleted from this section and will show in List Orders section.

Action Menu

Admin > Customer > Customer Templates > Action dropdown

Delete: Permanently delete templates that are not required anymore and free up your server space.

Download file: You’ll be able to download high-resolution print-ready PDF file of the template.

Edit Design: You can edit the graphics or text of the template on the customer’s behalf. Clicking on Edit Design will direct you to Online Designer Studio where you can make the required changes and save them.

Corporate Management

  • Corporates
  • Departments
  • Inventory

Corporates

Corporates

Easily manage your corporate customers’ details from this section. It contains resourceful links to create corporate customers’ private store, personalize it with their branding, set order approval process, and much more.

Creating corporate customer account

First, create the corporate account from ‘Add Corporate’. This automatically creates corporate admin panel and corporate storefront. From here onwards, your corporate customer can himself/herself add or edit details regarding departments, and employees authorized to access storefront.

You can also do the same from your admin panel. Simply follow below instruction:

If the corporate customer’s order workflow involves multiple departments, then add departments. Otherwise, you can directly move on to ‘Add Customers’ in the Action dropdown. Here customers refer to employees authorized to access corporate storefront. Each of these are covered in detail in the respective sections below.

Overview: Enlists all your corporate customers with their logo and quick details so you can tell at-a-glance the credit limit, credit remaining and whether department is enabled, as well as other settings related to particular Corporate. The name and email address displayed below the name of the corporate indicates the administrator (admin) of the corporate store.

To open the homepage of Corporate, just click on ‘URL’ link in the square bracket next to Corporate admin’s name of that particular Corporate.

Status: By clicking on green tick or red cross you can instantly toggle the status as either of the following:

  • Make it Active: The selected corporate customer’s admin panel and storefront is fully active and functional.
  • Make it Inactive: The selected customer is restricted to access corporate admin and storefront. Making customer inactive will not run any delete functions.

Action Menu

Admin > Corporate Management > Corporates > Action dropdown

Dashboard: Quick link to view brief summary of selected corporate, along-with some important links to orders, customers, etc. for easy navigation.

Edit: Quick link to modify existing details of your corporate customer at a later date. It also contains a direct link to the admin panel of that corporate customer. Default selection of billing/shipping address will only come in this screen if billing/shipping address is fixed .Your corporate customer can also edit the details from corporate admin panel.

View Customers: Quick link to view details of employees that you have added from Website Customers or your corporate customer has added from their admin panel. You can carry out various actions from here such as view orders, templates and more.

Add: Create accounts of employees who are authorized to access the storefront. This step is similar to Add under Website Customers. This step can also be executed from the corporate admin panel.

Content Settings: You can adjust the settings for specific corporate client regarding CMS, Link, Sidebar and Banner. If you choose All for any of the options, then your storefront settings will show on corporate’s storefront as well.

However, if your retail storefront’s banners, links and others are different from the requirements of your corporate, you can change the setting to Only Corporate. This will display Sidebar, Banners, etc. which the corporate has created as per their requirements. At any point in time, your corporate customer can change the setting from their corporate admin panel.

You can also set Quick checkout option enable/disable.If quick checkout is set to yes than Checkout method will be express and Corporate landing page will be home page for users of that corporate.

Corporate Payment Options: You can set available payment methods for corporate.

  • Selecting ‘Default’ means all active payment methods will be available to corporate users.
  • Selecting ‘Custom’ means only payment methods selected from here will be available to corporate users.

Corporate Shipping Options: You can set available shipping methods for corporate.

  • Selecting ‘Default’ means all active shipping methods will be available to corporate users.
  • Selecting ‘Custom’ means only shipping methods selected from here will available to corporate users.
  • Selecting ‘Free’ means only free shipping method will be available.
  • Selecting ‘Fix’ means new shipping method added with price here will be available.

Import (Admin > Corporate Management > Corporates > Action dropdown > View Customers > Import (Top Right Link))

Follow the instructions there and click Import to create multiple customers’ My Account in one go. Ticking Send Notification and Add to Newsletter Subscriber will enable all the newly added customers to receive a registration email with their individual My Account credentials and subscribe for newsletters. Using the credentials he/she can login to update their account information, change password and place orders.

Access Roles (Admin > Corporate Management > Corporates > Action dropdown > View Customers > Access Roles (Top Right Link))

This section allows you to define access for corporate customers. Granting access to corporate customers primarily depends on whether or not Customer belongs to any of the departments in the Corporate :

Customer doesn’t belong to any of the department (or if department is disabled for the corporate): A corporate customer’s access rights and order checkout rights can be restricted completely (by disabling ‘Allow Access’). If the customer doesn’t need to be restricted completely, you can just restrict them from placing orders (by disabling ‘Allow Checkout’). Depending on the access rights for ‘View Orders/ Reports’, you can also restrict their access specifically for order approval (by disabling ‘Order Approval Permission’) and/or order inventory (by disabling ‘Allow Inventory’).

Customer belongs to a particular department: Of course, a corporate customer will have access to the department they belong to. However, depending on the access rights for ‘View Orders/ Reports’, you can restrict their access to order checkout (by disabling ‘Allow Checkout’), order approval (by disabling ‘Order Approval Permission’) and/or order inventory (by disabling ‘Allow Inventory’).

A corporate customer’s access rights and order checkout rights to the other departments in their company can be restricted as well (by disabling ‘Allow Access’ and ‘Allow Checkout’). Depending on the access rights for ‘View Orders/ Reports’, you can also restrict their access specifically for order approval (by disabling ‘Order Approval Permission’) and/or order inventory (by disabling ‘Allow Inventory’)

Note: The option to ‘Allow Inventory’ will be enabled only if ‘View Orders/ Reports’ access is enabled. Corporate Customer can place or restrict Inventory request of already created orders based on ‘Allow Inventory’ access.

Manage Address: This section will allows you to manage shipping as well as billing addresses .You can restrict customer to enter their own address by fixing Shipping/billing address.Customer must use predefind shipping/billing addresses.You can toggle status of each address as Active or Inactive .Using Filter by Corporate dropdown on the top left, you can select the corporate for which you want to manage addresses.Your customer can also add/modify address detail from corporate admin panel.

Details: Displays office name , Address available to specific department(List of departments with comma seperated) or corporate , Address type either Shipping , Billing Or Both. ‘Both’ means this address will available to shipping and billing address common.

Address: Displays full address.

Status: By clicking on green tick or red cross you can instantly toggle the status as either of the following:

  • Make it Active: Address will available to corporate customer.
  • Make it Inactive : Address will not available to corporate customer.

Actions for Quick Management

Edit: Quick link to modify the details of the address. Upon clicking Submit, the changes will take immediate effect for that particular address of the corporate only.

Delete: This action will delete the address.

Add Address (Admin > Corporate Management > Manage Address (Action Dropdown) > Add Address )

Fill the details and click Submit to instantly create address. Below is details of important fields.

Note: After creating address you can set default address into edit corporate screen. Same like corporate can set default address for department into edit department screen.

Available to: Either you can setup this address to all users of that respective corporate or to any specific department.

Address Type: Having option to setup this address for common address or particular billing and shipping address

Office Name: Unique identity to identify address with office name . Can set office name language wise.In storefront customer can search address by offlice name also.

Import Address (Admin > Corporate Management > Manage Address (Action Dropdown) > Import Address(Top Right Link))

To mass upload corporate customer address details, simply follow the step by step instruction mentioned there. Following is a brief highlight for each of the steps:

Step 1 : Download Sample File

Once you download the sample file, you are required to enter details in the sequence of the tabs.

Note following points to avoid wrong or omitted product entries into the system:

  • Do not delete or interchange any column in the sample excel file
  • Do not change title of any column
  • For clarification about any column title, look up in Step 2
  • For corporate_id of specific corporate customer, look up in Step 2 > Corporate Details TAB

Step 2 : Fill Up Data & Help

Information here serves as a reference for you to fill in the Excel file. For example, you can look up the Corporate Id from here and accordingly fill in the Excel file.

Step 3 : Upload File

Simply upload the Excel file.

Step 4: Map Database Field

You can check tab-wise details which are correctly taken from the Excel file.

Step 5: Imported Data Summary

Click ‘Import’ and all the valid data will be imported into the system.

Assign Products: Enlists products which are assigned to Customer Type – Both (retail and corporate) at the time of Adding Product. Keeping your retail price as a base, you can set a percentage off for each product assigned to the corporate customer. For all products that are assigned to specific corporates only, you can even assign multiple products at once using the tick/untick button available at the column header.

Moreover, products for which Customer Type was selected as Corporate, you will see a link to Set Price and check box for whether to assign this product for the specific corporate customer.

Manage Payon Account: After the corporate customer has paid their outstanding payment, you can credit back the difference amount from here and revive their pay on account limit. The changes will take immediate effect for that particular corporate only.

Example: Pay on account limit for a corporate is $1000 of which they have used $800. Now when they make the payment for it, they are eligible for reviving their credit limit back to $1000. From Account Details below, you can view the transaction records or avail them in an excel sheet by clicking on Export Account History.

Personalize Store: Once you Add Corporate, the system will automatically take the same logo for the login page. If you need further personalization of the login page, you can do it from this option – add custom text, change background color, add image or a flash video in the background, and more. Corporate customer can also personalize the login page from their corporate admin panel.

By default, your corporate customer gets the same theme for their private store as your retail storefront (which is the Standard option). However, by choosing the Custom option you can customize your corporate’s storefront theme to match their branding. In the same way, your corporate customer can also make changes from their corporate admin panel.

Corporate Theme Configuration: On choosing custom option, you’ll see new options for brand colors and background customization. Click on help icon next to each brand color field to see where your chosen color will show on the storefront – header menu link, side menu box border, redirection button, etc.

Next, you have following three options for customizing Page Body Background:

  • Default Background: Selecting this option will set the corporate’s private storefront background same as your retail storefront’s page background.
  • Choose Color: To match the branding of your corporate customer, you can enter the hex color code of their brand color which will be set for their page background.
  • Upload File: You can add background image that your corporate uses as a part of their branding, and create a personalized experience for your corporate customer.

After you select this option, you’ll be required to upload an image file. New options will appear to customize the display – just once (No Repeat), repeat the image across the page (Repeat Both), repeat image in one row only (Image Repeat-Horizontal) or repeat image in one column only (Image Repeat-Vertical).

Custom CSS: Admin can Over-write Default Theme CSS for particular corporate.

Inventory: It allows you to setup inventory for products which are assigned to respective corporate. Further details on this are covered under Inventory section.

Store Profile: Store profile is a form that you can create using various form fields for your corporate customers on the basis of individual corporate or its departments. This form will be available for all customer belonging to selected corporate in their ‘My Account’ which they can fill. The data customer enters in this form shall be used for PDF Block personalization.
The section lists all existing form fields created for store profile along-with details like field title, field type (Option), default value, block name for which particular field is applicable for personalization. Below is the description of some important fields that appear while adding or editing store profile form fields or field groups.

Block Name: This will be the PDF Block name which will be linked to the given form field.
Type: You shall be able to various field types to store profile like textbox, radio button, dropdown, text area, upload file and date picker.
Field Group: This will become useful if you want to separate available form fields into different field blocks or groups, to make the user interface more systematic and meaningful.
Fields Listing: Use ‘Per Row Single Field’ if you want customers to see just one field in each row and ‘Per Row Two Fields’ if you want customer to see two fields in each row of the store profile form.

Approval Rules: It allows you to auto-approve corporate orders based on various rules that you are able to define which can be department specific, user specific, product specific, or based on specific condition applied on order amount like equal to, greater or equal to, less or equal to.

Invoice: You can raise the invoice of more than one order for your corporate customers. You can also change the status of the invoice from “Unpaid” to “Paid.”
There will be two Tabs “Raised Invoice” and “Paid invoice”. It will display the invoice number along with the order number on which invoice has been raised/created. Total of all the orders grouped in the invoice will be displayed.
To raise/add new invoice, click on “Add” Button (Top Right Corner). It will display the orders for which the invoice has not been raised. Select the orders on which you want to raise the invoice. Click on Generate to generate the Invoice Number and it will be created. If you want to change the status of the invoice from “Unpaid” to “Paid” then click on Edit icon and enter some notes and click on “Paid.” Now this invoice will be displayed in “Paid” tab along with all the details.
Your corporate client will also be able to check the status of the “Raised invoice” and “Paid invoice” from his admin panel.

Login as Corporate: Quick link to enter into the corporate admin panel and perform actions on their behalf (clear orders in approval, change CMS settings, etc.). Once you are finished, click Logout.

Add

Admin > Corporate Management > Add (Top Right Link)

Fill in the details to quickly create a corporate storefront with admin panel. It is the first step towards managing corporate customers and a one-time process.

Note: After creating Corporate account, next you will need to add customers who are employees authorized to access corporate storefront and add departments and managers as required (Action dropdown has quick links to all these). Your corporate customer can also add/manage these details from their corporate admin panel.

Below is the description of important fields:

Pay on Account: Tick this box to provide pay on account facility to this corporate customer. Following three options will appear:

  • Pay on Limit: Enter the credit limit allotted to this corporate customer.
  • Order Approval: By ticking this option, you are sending all the orders placed at the corporate storefront to corporate admin for his/her approval from corporate admin panel. Only after the corporate admin approves, the orders will show in your Orders module.
  • Show Price to Customers: If your corporate customer decides not to show the product price on the storefront, tick No. Once you tick No, a new field – Alternative Price Text – will appear where you can add text which will replace pricing on the corporate storefront.

Department: Ticking this box will enable Department module for the particular corporate customer. More on this under Departmentssection.

Fix Billing Address: Tick this option if you want to restrict customer to use their own billing address at checkout time .

Fix Shipping Address: Tick this option if you want to restrict customer to use their shipping address at checkout time .

Enable Authorization for registering users: Tick the option, user will need to wait until admin grants login access on the storefront.

Corporate Markup Price

Admin > Corporate Management > Corporates > Corporate Markup Price (Top Right Link)

You can set corporate markup price in either of the two ways:

Select product from the dropdown list and you can view Markup Price for all the corporate customers to whom this product is assigned. You can assign separate markup (percentage reduction on the retail price) for each corporate customer based on the product selected, or else you can assign one markup percentage and Apply to All for corporate customers for whom that product is enabled.

When you tick Overwrite existing markup and save changes, no other retail price markup rule applies to them.

Departments

Departments

Overview: Enlists only those corporate accounts for which Department module is enabled. Under Department, details are displayed in this format, ‘Pay-on Limit, Company name’ – [‘Department’].

  • Pay-On-Limit: Displays the credit limit allotted to that particular department of a corporate.

Status: By clicking on green tick or red cross you can instantly toggle the status as either of the following:

  • Make it Active: Members of the selected department can access corporate storefront.
  • Make it Inactive: Members of the selected department are restricted to access corporate storefront. Making department inactive will not run any delete functions.

Action Menu

Edit: Allows you to Select the Corporate, Edit department, and set the Pay-on Limit.

Delete: This option will appear only if there are no records under the department, customers or orders. Else, this action will delete the department.

Add

Admin > Corporates > Departments > Add (Top Right Link)

Quickly creates department for your corporate customers. Under Corporate dropdown, only those corporate will be listed for which Department module is enabled.

Below is the description of important fields:

Pay On Limit: Enter the credit limit for this specific department. Next to the field, you will see the total Pay On limit for this corporate. It allows to split corporate Pay On limit across multiple departments.

Inventory

Inventory

Overview: This section allows you to setup inventory for products which are assigned to respective corporate. Using Filter by Corporate dropdown on the top left, you can select the corporate for which you want to configure inventory.

Below is the description of important fields:

  • Min Print Qty: Minimum require quantity at order time to allow inventory option.
  • Min Ship Qty: Minimum require quantity for shipment request.
  • Cost Per Print Unit: One time inventory storage charges, applicable at order time.
  • Shipment Handling Cost: Charges will be applicable for each shipment request. put it blank for no charge.
  • Storage Days: Maximum days for allow shipment request. put it blank for no limit.

Action Menu

Admin > Corporate Management > Inventory > Action Dropdown

Save: This action will save configuration setting for that respective product.

Delete: This Action will delete the setting for that respective product.

Changes made in this section will have effect on storefront. Inventory option will be automatically enabled once inventory is setup. Once an inventory order is placed successfully, customer can raise shipment requests for remaining quantity until inventory gets finished in fixed time period.

Products

  • Products
  • Predefined Products
  • Product Categories
  • Product Weight-Days
  • Product Markup Import
  • Products Tax-VAT Settings
  • Product Price

Products

Products

This section allows you to manage all your products. Your system comes with 35+ products pre-configured with their image, product description and templates. It also has various pre-built product categories. If your products fall under categories other than these or you wish to create new category groups, then first create the new ones from Product Category section and thereafter add products.

Note: After enabling Product Category, refresh your webpage and then look for Product Category under Products module. However, if you want to display only products and not categorize them, then disable Product Category by following the path below:

Admin > Store Configuration > Settings > Search with “Category” > Product TAB > Enable Product Category (Select “No”)

Overview: At-a-glance you can tell any product’s category, size options available, product personalization options and whether the product is available to retail, corporate customers or both. Click the preview icon to get an instant overview of a particular product.

Action Menu

Admin > Products > Products > Action dropdown

Note: You can find more explanation on each of the following under Add Product.

View: There are three Tabs in it. 1. Product Details. 2. Product Price. 3. Images

1. Product Details: Will display all the details related to this product for e.g. Total orders for this product, Amount, Additional option used, Additional options rules, Settings etc.

2. Product Price: You can select to view the price for Retail, for all corporate or for particular corporate. You can also search and see the price for Additional options if you have created any additional option.

3. Images: Here you can view Image Gallery, Mask Images, Help Templates. If you want to Add, Edit or Delete any of these click on ‘Edit’ icon with a pencil mark.

Edit: Quick link to edit basic product details.

Designer Option: Quick link to edit product size and options related to Online Designer Studio.

Product Price: Directly takes you to the interface wherein you can edit/add Retail and Corporate price for this product.

  • Add Bulk Price: You can add multiple Quantity and Price using this option using comma as a separator between quantity and price. E.g. 1000, 250 then press Enter, type 2000, 450 and so on…

You can also type quantity and price in Excel and just copy paste in the space provided.

You can also use the Generate Range option if you want to have quantity in series.

Additional Options: Quick link to edit additional options. You can also add/edit Additional Option Group from the top right link. You can categorize additional options up to 2 levels: Additional Option Group – Additional Options.

Moreover, from the Action dropdown there you can carry out related functions such as edit details, edit price, duplicate it or delete it.

Combined Options Price (Admin > Products > Products > Action dropdown > Additional Options > Combined Options Price (Top Right Link))

Once you have configured all product additional options, this interface allows you to setup a group pricing for a combination of more than one additional option which can be of the type ‘Drop Down’ or ‘Radio Button’. Enter the name for group you want to create, select the options you want to combine for pricing and also a default additional option which is required to apply additional option properties wherever applicable.

During the customer order process, system will first check for group price if available for product additional options. If group price is not available, individual product additional option price will be considered automatically.

For product additional options that are hidden based on additional option rules for particular product, price calculation on storefront may not work as expected. Deletion of any additional option may also result in deletion of related additional option group and their pricing.

Manage Designer Rules (Admin > Products > Products > Action dropdown > Additional Options > Manage Designer Rules (Top Right Link))

Once you have configured all product additional options, this interface allows you to setup rules on additional options applicable for designer studio. On clicking ‘Manage Designer Rules’ link, a page with two tabs called ‘Hide Product Pages’ and ‘Designer Preview Images’ will open. Some of the important fields are described below:

Allow Edit On Additional Option Page: Use this option to allow/disallow customer to be able to change the selection of additional options after saving the product design in studio.

Using ‘Hide Product Pages’, you can setup rules to hide specific product pages based on additional option attributes selected by customer on storefront.

Using ‘Designer Preview Images’, you can upload preview images (mask images) for each size and page of the given product based on additional options configured. (This functionality can become useful for products like brochures wherein you may have a variety of fold types even for same product size and you want to display such fold types in designer studio with proper visualization by uploading a mask image for each fold type).

Additional Option Rules: Directly takes you to an interface from where you can set rules, according to which the additional options will display for this product on your storefront.

Some of the important fields are described below:

  • Select Rule: You can create a rule based on either of the following two options:
  • Size-Quantity based: For the options you choose in Select Size & Quantity, the options ticked under Additional Options will not show on your storefront. At a time, you can only choose one option in each field under Select Size & Quantity. However, you can tick multiple options under Additional Options.
  • Additional Option based: If you choose this option from Select Rule, then options ticked under Additional Options will not show on your store front.
  • Size – Additional Option based: This option is combination of both, Size and Additional option, here you will be able to create a rule based on Size as well as Additional Options.

For dynamic size products, rules can be created accoridingly based on product area:

  • Parameter-Quantity based: For the options you choose in Select Parameter & Quantity, the options ticked under Additional Options will not show on your storefront. At a time, you can only set one condition in each field under Select Parameter & Quantity. However, you can tick multiple options under Additional Options.
  • Parameter-Additional Option based: This option is combination of both, Parameter and Additional option, here you will be able to create a rule based on Parameter as well as Additional Options.

If you choose Additional option based rule then, for Select Options you can select multiple variables and tick AND/OR as per the instructions there. Next, tick the Additional Options which will not show on your storefront whenever your customer selects the options you chose in the previous field.

Metatags: Quick link to edit Metatag details for this product.

Mask Image: Upload mask image for this product. If this product has multiple pages and/or sizes, you can upload mask image for every page size. When your customer chooses to personalize this product using Custom Design option, the online designer studio will open with the mask image instead of a blank canvas.

You can also upload separate mask image for print ready files which will display on print ready or preview PDF files for this product. Mask image on print ready file becomes helpful if want some extra text or graphics to be displayed on the print-ready file itself.

As an alternative, you can even directly enter SVG path for product mask image.

Gallery: You can upload multiple images of this product which will display on your storefront when your customer opens this product’s page. Begin with entering the title of the image. It is recommended that you name the image files as Product name_sequence number. This title will not be displayed to your customers on the storefront. Enter the sequence number in the Sort order field and upload image.

Help Template: You can upload Help file such as online designing guideline, explanation of terms such as cut margin, safe margin, etc. which will be available to your customers on this product’s page under Template tab. This Help file is resourceful particularly for customers who are new to online personalization.

You can also upload multiple Help Templates for same size.

Your system comes pre-built with sample Help Template files. You can either modify them or upload a completely new one.

To view and modify, click Select Artwork From Portfolio. The popup window will show all the products for which Help Templates are pre-built. Click on a similar product for which you want to create Help Template. Next, you will see a preview of this Template. If you want to use the template as it is, then click the link at the top to Apply Selected Template in your Product. If you want to make some changes to it, then click the link Download For Modify against your chosen file format. Edit the downloaded file and upload.

Stock: You can use this option to setup stock management for specific printing products likes apparels. Examples of printing products for which stock management may apply can be mug, cap, t-shirts, CDs, etc.

Settings: Enter the details to enable settings specific to this product. Following is a brief explanation of the important fields:

Studio TAB

  • Designer Uploaded Image Quality Check: The value you enter here will be used as a benchmark for image quality check on the Online Designer Studio. If ticked Yes, your customer will see real-time remark about the photo quality as Poor/Low/High Quality Photo. This way, your customer is ensured that the image on their print product will not be distorted.
  • Enable Orientation In Designer Studio:This option will allow to enable orientation option at storefront for designer studio.
  • Default Studio Height: This will help you to configure the height you want the designer studio should use by default, when the customer is trying to design the selected product.

General TAB

  • Setup Cost: Setup cost shall be a fixed cost to be added to product’s base price whenever customer places order for the selected product.
  • Allow to Upload CSV: Tick Yes to enable mass personalization for this product. At the storefront, for product personalization, your customer clicks Browse Design and chooses from the templates. Next, they will be taken to Online Designer Studio where they do not need to make any changes in text or design and Continue. Your customers can see option of Mass Template Personalization for which they need to tick Yes and upload their data using Help link there.
  • Enable Promotional Text on title:This option will enable product promotional text to be displayed adjacent to product title.
  • Product Promotional Text: The text provided in this field will display over product box in a form of a badge and also as a text adjacent to product title.
  • Product Badge Pattern:Selected Badge pattern will be displayed over product box along with promotional text written on it.

Upload TAB

  • Allow Cloud File Upload: Enable Only Cloud Upload or Both option to allow your customers to upload files more than 50MB. It requires your prior registration with Dropbox Storage or Amazon S3 Cloud Storage. Once registered, fill in the required details on:

Store Configuration > External Service Settings > Select Cloud Storage TAB > Action > Edit

  • Upload Center Proof: There can be four possible options here:
    • None: The upload process would work quite normally wherein customer will just upload file and then proceed further to order checkout without any customization on the uploaded image.
    • Designer Studio: If this option is configured, customer will basically be able to use the image uploaded in upload center, then on clicking on check out button he will be redirected to designer Studio with the same image set on designer canvas and there he can make changes in the upload file just like a designed studio template. Please note that this setting won’t work if multiple file upload is enabled.
    • Crop Mark in Image: If this option is configured, customer will be able to have a preview of their uploaded image with the crop marks on it. This should probably help customer visualize how their final print product can turn out to be.
    • Mask in Image: If this option is configured, customer will be able to have a preview of their uploaded image with the mask image on it (as per product mask image configuration in admin panel). This should probably help customer visualize how their final print product can turn out to be.
  • Allow Multiple File Upload: Use this option to allow customers to be able to upload multiple design files for the same printing product they want to order. An ‘Add More’ button will appear for customers on Upload center page if this option is enabled so that customers can upload as many design files as they want.

Custom Size TAB

  • Area Lookup: Some of the printers may need to calculate total area by multiplying height and width entered by customer with product’s quantity to help with calculating exact range of area. You can set how the area will be looked up based on your needs, whether you want area to be calculated with or without considering product quantity entered by customer.
  • Restrict Size: You can use this option to restrict product’s custom size to be entered by customer. You can also enter a range if you want to allow custom width or custom height within a defined range, instead of completely restricting size.
  • Predefined Custom Size: Added Product Size will be displayed in product size dropdown in price calculator and upload center. If Product Size title is not added, it will be displayed into individual width and height dropdown respectively.

On the storefront, when your customer selects Upload Design for this product, they will see a link to Upload Large File.

Images uploaded will show in the table below where you can edit image file name, change sort order or delete the image file.

Duplicate Product: Quick link to help you to duplicate this product. Tick the options you want to duplicate of this product and click Duplicate Product. All the product creation pages will be pre-filled with the details. Simply edit the ones that you need to change and instantly create a new product. This link is particularly resourceful when you want to create products with few variations.

Shipping Price Management: Quick link to enter shipping price for various shipping options. If you have added shipping zones, you need to first select the zone from the dropdown menu and then enter shipping price for that zone.

Delete: 2-Step delete confirmation will permanently delete this product. It will no longer show on your storefront.

Set URL redirection while deleting records: To avoid website users getting 404 error pages for deleted store records especially for SEO friendly external setup links for products & content pages. This option will appear while you are trying to delete Product.

Add

Products > Products > Add (Top Right Link)

Adding a product is a multi-layer process which includes:

  • Adding basic product details
  • Setup Product Sizes
  • Set Price (Retail & Corporate)
  • Update Metatags

Adding Basic Product Details

Begin with adding the basic details about the product. If you have multiple languages enabled, you need to manually enter the translated content.

Product URL: By default, the product name will be taken in the product URL. Any spaces in the product will be substituted with a dash. However, you can completely modify the URL as well.

Price Defining Method: You can define multiple pricing methods available. When you choose the Size based Price (Dynamic Size) option, a new option will be displayed below it Type of Measurement.

Type of Measurement: This option allows you to choose the unit of measurement for custom size products.

User Type: Tick the customer type for whom you want to enable this product. When you select Specific Corporate And Retailer , a check list of all the corporate customers and retailer will appear wherein you can tick specific corporate customers or retailer or both for whom this product will be enabled.

Type of Color Palette: This option allows to choose the type of color palette you want to offer for your print-products in designer studio.

  • Default Production Days: The number of days you set here will be taken for calculation of due date in List Orders section. For example, you entered 5 days. Whenever a customer places order for this product, the system will automatically calculate 5 days from the day of order and display it as Due Date in View Orders section.

After filling up the details, click save and continue.

Setup Product Sizes

This interface allows you manage product size options which will show on your storefront mainly in online price calculator, upload center and Online Designer Studio. Set weight for the product using the link in the top section. More on this is explained in the Product Weight-Days section.

Title: This is the product size label which will show on the online calculator dropdown on your storefront. Also, across all your admin panel wherever there is a mention of product size, this label will be displayed.

Size: Online calculator will take these measurements for calculation.

Options: You are required to enter the number of folds for this product. Count of folds is same as the count of fold lines on the product. You can see a specimen from the help icon there.

Setup Product Margin

The safe margin and cut margin measurements you enter here will work as guideline for your customers to design within the safe area of the template or canvas on Online Designer Studio. The help icon there will show you how the safe margin and cut margin will appear to your customers. This option will not show for products for which pricing method is chosen as Size based Price (Dynamic Size) option.

Setup Product Pages / Sides Enter the name of printed sides for this product. For example, a standard business card will have two sides, namely, Front and Back. Click on the Add New Page icon on the top right to add new field for adding name of page sides.

Setup Studio Configuration

Default Zoom Size: The default zoom size is 100%. However, for small-sized products such as USB ports, pens, etc. your customers will have to zoom in while personalizing on the Online Designer Studio. To avoid this, you can set higher zoom size as default for small size products. Similarly, for wide format products such as banners, beach flags, etc. you can set a lower zoom size for the convenience of your customers.

Studio Type

When you tick Both Default Advanced, your customers will see a tab ‘Switch to Express Tools’ on their Online Designer Studio for this product. Similarly, when you tick Both Default Text, your customers will see a tab ‘Switch to Advanced Tools’ on their Online Designer Studio for this product.

Set Retail Price

Pricing table for this product will show depending upon the option set for Price Defining Method while adding basic product details. You can add new rows for pricing from the Add New Price link on the top right.

For products marked as Fixed Quantity & Price, you can set separate price for various quantity levels. For products marked as Range Base with/without Multiplication, you will have fields to enter the quantity range and pricing for it. Products marked as Size based Price (Dynamic Size) will allow you to set pricing with size range. Use the help icon for a quick explanation on price calculation for custom size product.

More on this is explained under Product Price section.

If this product is assigned to Corporate Customers or Both (Retail & Corporate customers), then the next step will be Set Corporate Price.

Set Corporate Price

This interface allows you set corporate pricing from the Select Corporate dropdown in two ways:

Common Price for All Corporate: The pricing you set here will be applicable to all the corporate customers.

Individually for each Corporate: Select the Corporate name from the dropdown list and then set the pricing which will be applicable to all the departments under that corporate. However, if you want to set pricing individually for multiple corporate customers, go to Product Price.

Save changes and move on to the next step, Update Metatags.

Update Metatags

Enter SEO-friendly content for Page Title, Keywords and Description. If you have multiple languages enabled, you’ll need to manually enter the translated content. Save the changes to move on to the next step, Additional options. If this product doesn’t have additional options, then simply Save Changes and the product is created.

Add Additional Options

This interface allows you to add the additional options that you offer to your customers in terms of paper quality, lamination options, corners style, etc.

Description: You can add description for this additional option in the form of text, image or video.

  • Settings: Here you can select the setting type for additional option such as 1. Text box. 2. Radio buttons. 3. Drop down. 4. Text Area. 5. Check box. 6. Upload file. 7. Textbox- Price without multiplication. 8. Textbox – Price with multiplication.

In case you would like to restrict file types which are uploaded by customer with ‘Upload File’ additional option, you need to contact your appropriate technical OnPrintShop consultant stating your request in detail.

Difference between Text box, Textbox – Price with and without Multiplication.

  • Text box: Here only text can be entered, no calculation is possible if this option is selected.
  • Textbox – Price Without Multiplication: Enter only numeric value can be entered, price calculation will be done based on quantity and attribute option entered in the range (Upto).

For e.g. Quantity = 100 ,No of pages = 20 , Retailer Price for quantity(100) = 100 , Attribute price set for quantity(100) & Up to(50) = 5 Then the price will be calculated like: 5(Additional Option Price) + (100) product price = 105

  • Textbox – Price with Multiplication: Enter only numeric value can be entered, price calculation will be done based on quantity and attribute option, price will be multiplied with the value entered in the range (Upto).

For e.g. Quantity = 100 ,No of pages = 20 , Retailer Price for quantity(100) = 100 , Attribute price set for quantity(100) & Up to(50) = 5 Then the price will be calculated like: (5(Additional Option Price) * (50)No of pages) + (100)Product price = 350

Select Option Group: Additional option group that you have added from Additional Option in Action dropdown will show in this list.

Type: Tick the type of display you want for this additional option. Ticking Text Box/Text Area will display a box next to the online calculator, wherein your customer can mention any additional information.

Price Calculation Type : It is User Defined Product Size Setting which allows admin to define the way of adding the additional option price into product price. Additonal option price for custom size products will be calculated based on:

  • Multiply Only With Area (Width x Height)
  • Multiply Only With Perimeter (2x(Width + Height))
  • Multiply Only With Width
  • Multiply Only With Height
  • Fixed Price based on Area
  • Fixed Price based on Perimeter
  • Fixed Price based on Width
  • Fixed Price based on Height

Save changes and the product is created.

Related Product

Admin > Products > Products > Related Product (Top Right Link)

This section allows you to set related products to increase the chances of upselling and cross-selling on your storefront. To set Related Product, first choose a product from the dropdown list. Next, Select Related Product options will appear with following options. Brief explanation is as follows:

 

  • None: No related products will display for this product.
  • Specific Products: Ticking this option will instantly display all your products. Tick the ones you want to display as related products for this product.
  • Refer Common Settings: Related products for this product will show as per the settings in Related Product List.

Note: Display Related Products only on Checkout Page: By default, related products are displayed at two places on your storefront – product page and checkout page. However, if you do not wish to display related products on any of your product page then, go to…

Admin > Store Personalization > Product Page Layout

If your default layout is one of the pre-built layouts, then create a duplicate from Action dropdown. Remove the Related Product block and mark it as Default. If you have created a new layout then, simply remove Related Products block under Arrange Blocks. More on this is explained in Product Page Layout.

Import Products

Admin > Products > Products > Import Products (Top Right Link)

To mass upload product details, pricing and additional options, simply follow the step by step instruction mentioned there. Following is a brief highlight for each of the steps:

Step 1 : Download Sample File

Once you download the sample file, you are required to enter details in the sequence of the tabs.

Note following points to avoid wrong or omitted product entries into the system:

  • Do not delete or interchange any column in the sample excel file
  • Do not change title of any column
  • Leave blank column or sheets that are not relevant
  • Columns with heading in yellow text are mandatory to fill
  • For clarification about any column title, look up in Step 2. Sheet names are displayed in tabs
  • For corporate_id of specific corporate customer, look up in Step 2 > Corporate Details TAB
  • Before filling the Excel file, ensure that you use the same measurement unit that you have set in…
Admin > Store configuration > Settings > Search with “Size” > Select from dropdown list for ‘Measurement Unit for Product Size’

In case the units are different then, your products will not upload correctly into the system.

 

  • If you have multiple sizes/price/etc. for a product, then drag drown the product name until all its options in the corresponding row cells. For example, Business Card has 5 size options, then in Column A, drag Business Cards for 5 cells. Next, add the remaining details.

Step 2 : Fill Up Date & Help

Information here serves as a reference for you to fill in the Excel file. For example, you can look up the Corporate Id from here and accordingly fill in the Excel file.

Step 3 : Upload File

Simply select the product type and upload the Excel file.

Step 4: Map Database Field

You can check tab-wise details which are correctly taken from the Excel file.

Step 5: Imported Data Summary

Click ‘Import’ and all the valid data will be imported into the system.

Predefined Products

Predefined Products

This section allows you to manage products for which personalization is not required, for example, business card holder, banner stand, etc.

Overview: At-a-glance you can see list of all the pre-defined products, size variants, stock available and the customer type to whom products are available.Action Menu

Admin > Products > Predefined Products > Action dropdown

View: View: There are three Tabs in it. 1. Product Details. 2. Product Price. 3. Images

1. Product Details: Will display all the details related to this product for e.g. Total orders for this product, Amount, Additional option used, Additional options rules, Settings etc.

2. Product Price: You can select to view the price for Retail, for all corporate or for particular corporate. You can also search and see the price for Additional options if you have created any additional option.

3. Images: Here you can view Image Gallery and print ready file uploaded, if any. If you want to Add, Edit or Delete any of these click on ‘Edit’ icon with a pencil mark.

Edit: Quick link to edit basic product details.

Product Price: Directly takes you to the interface wherein you can edit/add Retail and Corporate price for this product.

  • Add Bulk Price: You can add multiple Quantity and Price using this option using comma as a separator between quantity and price. E.g. 1000, 250 then press Enter, type 2000, 450 and so on…

If you have the price data available in MS Excel format, you can just copy paste in the space provided. You can also use the Generate Range option if you want to have quantity in series.

Additional Options: Quick link to edit additional options. You can also add/edit Additional Option Group from the top right link. You can categorize additional options up to 2 levels: Additional Option Group – Additional Options.

Moreover, from the Action dropdown there you can carry out related functions such as edit details, edit price, duplicate it or delete it.

Combined Options Price (Admin > Products > Products > Action dropdown > Additional Options > Combined Options Price (Top Right Link))

Once you have configured all product additional options, this interface allows you to setup a group pricing for a combination of more than one additional option which can be of the type ‘Drop Down’ or ‘Radio Button’. Enter the name for group you want to create, select the options you want to combine for pricing and also a default additional option which is required to apply additional option properties wherever applicable.

During the customer order process, system will first check for group price if available for product additional options. If group price is not available, individual product additional option price will be considered automatically.

For product additional options that are hidden based on additional option rules for particular product, price calculation on storefront may not work as expected. Deletion of any additional option may also result in deletion of related additional option group and their pricing.

Additional Option Rules: Directly takes you to an interface from where you can set rules, according to which the additional options will display for this product on your storefront.

Some of the important fields are described below:

  • Select Rule: You can create a rule based on either of the following two options:
  • Size-Quantity based: For the options you choose in Select Size & Quantity, the options ticked under Additional Options will not show on your storefront. At a time, you can only choose one option in each field under Select Size & Quantity. However, you can tick multiple options under Additional Options.
  • Additional Option based: If you choose this option from Select Rule, then options ticked under Additional Options will not show on your store front.
  • Size – Additional Option based: This option is combination of both, Size and Additional option, here you will be able to create a rule based on Size as well as Additional Options.

However, if you choose Additional option based rule then, for Select Options you can select multiple variables and tick AND/OR as per the instructions there. Next, tick the Additional Options which will not show on your storefront whenever your customer selects the options you chose in the previous field.

Metatags: Quick link to edit Metatag details for this product.

Gallery: You can upload multiple images of this product which will display on your storefront when your customer opens this product’s page. Begin with entering the title of the image. It is recommended that you name the image files as Product name_sequence number. This title will not be displayed to your customers on the storefront. Enter the sequence number in the Sort order field and upload image.

Stock Management: Quick link to edit product stock details configured for particular predefined product.

Upload Print Ready Files: Allows you to upload a print ready file which will serve as the final print ready file for the particular predefined product.

Settings: Enter the details to enable settings specific to this product. Following is a brief explanation of the important fields:

  • Enable Promotional Text on title:This option will enable product promotional text to be displayed adjacent to product title.
  • Product Promotional Text: The text provided in this field will display over product box in a form of a badge and also as a text adjacent to product title.
  • Product Badge Pattern:Selected Badge pattern will be displayed over product box along with promotional text written on it.

Shipping Price Management: Quick link to enter shipping price for various shipping options. If you have added shipping zones, you need to first select the zone from the dropdown menu and then enter shipping price for that zone.

Delete: 2-Step delete confirmation will permanently delete this product. It will no longer show on your storefront.

Add

Admin > Products > Predefined Products > Add (Top Right Link)

Adding a product is a multi-layer process which includes:

  • Adding basic product details
  • Setup Product Sizes
  • Set Price (Retail & Corporate)
  • Update Metatags

Adding Basic Product Details

Begin with adding the basic details about the product. If you have multiple languages enabled, you need to manually enter the translated content. Some of the important fields are described below:

Enable Stock Management: Ticking this option will allow you to manage inventory level for this product. After filling up the details, click save and continue.

Setup Product Size

This interface allows you manage product size which will show on your storefront on price calculator. The link in the top section allows you to set weight for the product. More on this is explained in the Product Weight-Days section.

Title: This is the product size label which will show on the online calculator on the storefront. It is not necessary to mention size label in numeric terms. You can enter size labels such as Small, Large, Medium, etc. Also, across all your admin panel wherever there is a mention of this product’s size, this title will be displayed.

Size: Online calculator will take these measurements for calculation.

Customer Type: Tick the customer type for whom you want to enable this product. When you select Specific Corporate And Retailer , a check list of all the corporate customers and retailer will appear wherein you can tick specific corporate customers and departments or retailer or both for whom this product will be enabled.

Set Retail Price

Pricing table for this product will show depending upon the option set for Price Defining Method while adding basic product details. You can add new rows for pricing from the Add New Price link on the top right.

Product marked as Fixed Quantity & Price, you can set separate price for various quantity levels. For products marked as Range Base with/without Multiplication, you will have fields to enter the quantity range and pricing for it.

More on this is explained under Product Price section.

If this product is assigned to Corporate Customers or Both (Retail & Corporate customers), then the next step will be Set Corporate Price.

Set Corporate Price

This interface allows you set corporate pricing from the Select Corporate dropdown in two ways:

Common Price for All Corporate: The pricing you set here will be applicable to all the corporate customers.

Individually for each Corporate: Select the Corporate name from the dropdown list and then set the pricing which will be applicable to all the departments under that corporate. However, if you want to set pricing individually for multiple corporate customers, go to Product Price.

Save changes and move on to the next step. If Stock management is enabled, then next step will be Manage Stock Account History. Otherwise, you will be redirected to Update Metatags.

Manage Stock Account History

This interface allows you to manage your stock levels and configure rules for better stock management.

First, under Stock/Remove stock add the current quantity of this product. Enter the quantity, then from the dropdown select Add (+) and submit. You will see the updated stock quantity on the left under Stock Summary. Moreover, whenever customers place order, the stock quantity will automatically go down.

Stock Settings enables you to receive notification when the stock quantity reaches re-order level. Enter the quantity and whenever stock reaches this level, you will receive an email notification. You can edit the stock notification email from…

Admin > Content Management > Search with “stock” > Action dropdown > Edit

You can search previous records from the table below. Export Stock History link above it allows you to quickly extract all your data in an Excel file.

Update Metatags

Enter SEO-friendly content for Page Title, Keywords and Description. If you have multiple languages enabled, you’ll need to manually enter the translated content. Save the changes to move on to the next step – Additional options. If this product doesn’t have additional options, then simply Save Changes and the product is created.

Add Additional Options

This interface allows you to add the additional options that you offer to your customers. Moreover, from the Action dropdown there you can carry out related functions such as edit details, edit price, duplicate it or delete it.

Add Additional Options from the link on the top right. Some of the important fields are described below:

Description: You can add description for this additional option in the form of text, image or video. You can add description for this additional option in the form of text, image or video.

Type: Here you can select the field type for additional option such as 1. TextBox. 2. Radio Button. 3. Drop Down. 4. Text Area. 5. Check Box. 6. Upload File. 7. TextBox- Price without multiplication. 8. TextBox – Price with multiplication.

Difference between the three types of TextBox fields are as follows:

  • Text box: Here only text can be entered, no calculation is possible if this option is selected.
  • Textbox – Price Without Multiplication: Enter only numeric value can be entered, price calculation will be done based on quantity and attribute option entered in the range (Upto). For e.g. 5(Additional Option Price) * (100) product price = 500
  • Textbox – Price with Multiplication: Enter only numeric value can be entered, price calculation will be done based on quantity and attribute option, price will be multiplied with the value entered in the range (Upto). For e.g. (5(Additional Option Price) * (50)No of pages) * (100)Product price =25000

Select Option Group: Additional option group that you have added from Edit Additional Option in Action dropdown will show in this list.

Type: Tick the type of display you want for this additional option. Ticking Text Box will display a text area near the online calculator, where your customer can mention any additional information.

Add Additional Option Group from the link on the top right. It allows you to categorize additional options up to 2 levels: Additional Option Group – Additional Options.

Save changes and the product is created.

Kit Product

Admin > Products > Predefined Products > Kit Product (Top Right Link)

You can create a product KIT for Predefined Products only. In kit product, you can group multiple products and can create a Group (Kit). This kit will be displayed on the separate link (KIT Products) wherein all the Kit products will be displayed.

Click on the “Add” button to create a product kit the already defined kits will be displayed in the grid on the Kit Product page.

Customers can also place an order for products inside the kit, individually from main Product list. You have to make the link active from admin panel for Kit Product from:
Admin > Store Personalization > Header/Footer Links > Kit product

Import Products

Admin > Products > Predefined Products > Import Products (Top Right Link)

To mass upload product details, pricing and additional options, simply follow the step by step instruction mentioned there. Following is a brief highlight for each of the steps:

Step 1 : Download Sample File

Once you download the sample file, you are required to enter details in the sequence of the tabs.

Note following points to avoid wrong or omitted product entries into the system:

  • Do not delete or interchange any column in the sample excel file
  • Do not change title of any column
  • Leave blank column or sheets that are not relevant
  • Columns with heading in yellow text are mandatory to fill
  • For clarification about any column title, look up in Step 2. Sheet names are displayed in tabs
  • For corporate_id of specific corporate customer, look up in Step 2 > Corporate Details TAB
  • Before filling the Excel file, ensure that you use the same measurement unit that you have set in…
Admin > Store configuration > Settings > Search with “Size” > Select from dropdown list for ‘Measurement Unit for Product Size’

In case the units are different then, your products will not upload correctly into the system.

  • If you have multiple sizes/price/etc. for a product, then drag drown the product name until all its options in the corresponding row cells. For example, Business Card has 5 size options, then in Column A, drag Business Cards for 5 cells. Next, add the remaining details.

Step 2 : Fill Up Date & Help

Information here serves as a reference for you to fill in the Excel file. For example, you can look up the Corporate Id from here and accordingly fill in the Excel file.

Step 3 : Upload File

Simply select the product type and upload the Excel file.

Step 4: Map Database Field

You can check tab-wise details which are correctly taken from the Excel file.

Step 5: Imported Data Summary

Click ‘Import’ and all the valid data will be imported into the system.

Related Product

Admin > Products > Predefined Products > Related Product (Top Right Link)

This section allows you to set related products to increase the chances of upselling and cross-selling on your storefront. To set Related Product, first choose a product from the dropdown list. Next, Select Related Product options will appear with following options. Brief explanation is as follows:

  • None: No related products will display for this product.
  • Specific Products: Ticking this option will instantly display all your products. Tick the ones you want to display as related products for this product.
  • Refer Common Settings: Related products for this product will show as per the settings in Related Product List.

Note: Display Related Products only on Checkout Page: By default, related products are displayed at two places on your storefront – product page and checkout page. However, if you do not wish to display related products on any of your product page then, go to…

Admin > Store Personalization > Product Page Layout

If your default layout is one of the pre-built layouts, then create a duplicate from Action dropdown. Remove the Related Product block and mark it as Default. If you have created a new layout then, simply remove Related Products block under Arrange Blocks. More on this is explained in Product Page Layout.

Product Categories

Product Categories

This section allows you to add and manage details of product categories. Product Category is disabled by default. To enable Product Category, go to…

Admin > Store Configuration > Settings > Search with “category” > Product TAB > Enable Product Category / Product Category with Group? (Select “Yes”)

Your system comes with few pre-built product categories that are commonly used. You can add more categories that will be available to you while adding Products and Predefined Products.

Your system comes with 2-tier product categorization by default. To enable 3-tier product categorization, you need to enable Category Group by following the path below:

Admin > Store Configuration > Settings > Search with “category” > Product TAB > Enable Product Category / Product Category with Group? (Select “Yes with Group”)

3-tier product categorization level functions as follows: Category Group – Category – Product

Product Category

Admin > Products > Product Categories > Product Category TAB

Overview: At-a-glance you can see product category name and thumbnail image of each category that will display on the Product Category page on your storefront. You can toggle the status as Green (Active) or Red (Inactive) and also sort their order sequence in which they will be displayed under the Products dropdown list on your storefront.

Action Menu

Admin > Products > Product Categories > Product Category TAB > Action dropdown

Edit: Quick link to modify any of the pre-configured details or edit the details you have added while creating the category. If multiple languages are enabled, you need to manually add content for each language.

Delete: This option will appear only for those categories for which no products are assigned.

You will get the popup for redirection of URL, we now provide the option to auto set URL redirection at the time of deleting any record. This option will appear while you are trying to delete specific type of records from admin panel.

Add Product Category

Admin > Products > Product Categories > Add Product Category (Top Right Corner)

Simply fill in the details and click Submit to instantly add a new category. You can set the SEO Content Details on the same page – without moving to the SEO module. If multiple languages are enabled, you need to manually add content for each language.

Category Group

Admin > Products > Product Categories > Category Group TAB

Overview: At-a-glance you can see product category name and thumbnail image of each category that will display on the sidebar of your storefront. You can toggle the status as Green(Active) or Red(Inactive) and also sort their order sequence in which they will be displayed in the sidebar of your storefront.

Action Menu

Admin > Products > Product Categories > Category Group TAB > Action dropdown

Edit: Quick link to edit the details you have added while creating the product category group. If multiple languages are enabled, you need to manually add content for each language.

Add Category Group

Admin > Products > Product Categories > Add Category Group (Top Right Link)

Simply fill in the details and click Submit to instantly add a new product category group. You can set the SEO Content Details on the same web page – without moving to the SEO module. If multiple languages are enabled, you need to manually add content for e

Product Weight-Days

Product Weight-Days

This section allows you to add weight and production days for every product and the additional options. Select the radio-button for weight or production days first. Now, select the product from the dropdown list. Next, select whether you are entering weight/production days for the product (select Only Size) or weight/production days for the product’s additional attributes (select Size with Option). Accordingly, you can select whether you are entering weight/production days for the product (select Only Size) or weight/production days for the product’s additional attributes (select Size with Option).

If you select Size with option, all the additional options available for the selected product will automatically appear. Moreover, when you check the additional attributes, the Product Weight/Production Days table below populates with all the possible combinations of product sizes and options. Simply fill in the individual weight/production days for each and save changes.

Quantity Wise: If you set this active, then the production days will be calculated and displayed based on the quantity selected by the customer.

Note: For blank fields, weight/production days will be taken as zero.

Import Product Weight

You can mass upload product weight using the link at top right side, when radio button for ‘Product Weight’ is selected. You need to enter weight separately for products that have multiple size options and products that have multiple size and attribute options.

Simply follow the steps there and if you need any further help with this, email the Excel files to your appropriate technical OnPrintShop consultant stating your request in detail.

Note: Editing any of the pre-filled columns other than ‘Weight’ in the excel file can cause errors in uploading product weight. Only enter the product weights and email it as mentioned above.

Import Product Production Days

You can mass upload product production days using the link at top right side, , when radio button for ‘Production Days’ is selected. You need to enter production days separately for products that have multiple size options and products that have multiple size and attribute options.

Simply follow the steps there and if you need any further help with this, email the Excel files to your appropriate technical OnPrintShop consultant stating your request in detail.

Note: Editing any of the pre-filled columns other than ‘Days’ in the excel file can cause errors in uploading product production days. Only enter the product production days and email it as mentioned above.

Product Markup Import

Product Markup Import

Products Tax-VAT Settings

Products Tax-VAT Settings

This section allows you to manage tax setting individually for your products. By default, all your products are assigned with Flat Tax Rate that you have set under Tax-VAT Settings in Orders module. However, products for which you require specific tax settings, you can do it from this section.

Note: Tax settings you configure here for any product will overwrite the Flat Tax Rate for that product only.

Tax Rate Type

 

  • Global Tax: It refers to the Flat Tax Rate you have set in Tax-VAT Settings under Orders module. By default, global tax is applicable for all your products.
  • No Tax: Tax amount will be set as zero for products marked as No Tax.
  • Specific Tax: You can choose to assign specific tax rate for products. This tax rate will overwrite the global tax for that product.

 

Product Price

Product Price

This section allows you to enter and view price of products and its additional options for retail and corporate customers, and vendors (if Printer/Vendor module is enabled).

Select the product from the dropdown list and the customer type or additional option for which you want to set price and click View Price.

Below is brief description of the options in the dropdown list:

Retail Price: This price will be visible on your storefront to all your retail customers.

Corporate Price: Enter pricing for specific corporate customers which will display on the corporate’s storefront. Uncheck Visible, if you do not want to display pricing on corporate storefront.

Additional Option Price:Once you select this option, another dropdown list will appear with all the additional options that you have entered while creating that product and click View Price.

Pricing Table

You can set product price for all the variables (such as sizes, quantity, quantity range, etc.) that you have entered while adding product. Click on Add New Price on the top right of every price table to add more pricing as per variables such as quantity and quantity range.

Vendor Price: If vendor module is enabled, then a new field will appear to enter pricing for vendor and add your markup percentage over it (Admin Markup %). To enable Printer/Vendor module, go to…

Admin > Store Configuration > Settings > Search with “vendor” > Select “Yes”

Product Price-Bulk

First select the price category for which you want to enter bulk pricing. Based on this, product list will populate in the field below. To select multiple products, press Ctrl and click on the products for which you want to set bulk price.

Next, select the quantity range and enter value for bulk price and select the mark up or mark down. Value entered for Fixed Increase or Decrease will be taken in your base (default) currency.

Product Option Price-Bulk

First select the price category for which you want to enter bulk pricing. Based on this, products with their additional options will populate in the field below. To select multiple additional options, press Ctr and click on the additional options for which you want to set bulk price.

Next, select the quantity range and enter value for bulk price and select the mark up or mark down. Value entered for Fixed Increase or Decrease will be taken in your base (default) currency.

Product Price-Excel

To mass upload pricing for products as well as its additional options and combined options, step by step instructions are mentioned there. Following is a brief highlight for each of the steps:

Step 1: Download Sample File

First, fill in the details on the left side dropdown list. Based on this, the system will automatically populate products that match your choices in the dropdown menu. To select multiple products, press Ctr and click on the products for which you want to add price.

Step 2 : Help – Excel Field Description

It gives you a quick highlight of the various labels used in the Excel file which you downloaded in step 1. Move between the tabs to view details covered under each of them. The information here serves as a reference for you to fill in the Excel file. For example, you can look up the Corporate Id from here and accordingly fill in the Excel file.

Step 3 : Upload Product Price

Upload the Excel file filled with pricing details. Then select for whom this pricing will be applicable – Retail Price, Corporate Price, Option Price or Option Combined Price. You can upload only one Excel file at a time for retail, corporate, option price or option combined price.

When you Upload File, Step 4 will automatically appear.

Step 4 : Product Price Validation Summary

It displays a summary of the records you have entered. Data Summary shows:

Valid records: Records correctly entered into the Excel sheet and are fit go into the system.

Invalid records: Records that have some missing information but can be taken into the system.

Skipped records: Records that are wrongly entered and will not be taken into the system.

Check the product price summary and if all the records are appropriate, then Submit Records.

Store Management

  • Store Management
  • Banner Settings
  • Theme Settings
  • Configuration Settings

Store Management

Store Management

Overview: This section allows you to instantly create and manage resellers’ branded online print stores. Each reseller receives a unique, dedicated domain for their web store. You can register and create up to 20 stores for your resellers. To increase the limit, contact your appropriate technical OnPrintShop consultant.

Action Menu

Admin > Store Management > Store Management > Action dropdown

Edit: Quick link that allows you to modify details of this reseller store. Move between the tabs to edit information regarding store details, mark up price, assigned product, invoice formatting and store settings.

Price Flat Markup: Quick link to edit the flat markup price, which is calculated over the wholesale price. While assigning the products to this reseller, you might have set markups on individual products. If you wish to overwrite those individual markups with a Flat Markup Price rate, then click Master Reset.

Product Assignment: Tick the products you want to assign to this reseller store. To assign all the products, tick Select all Products.

Invoice Formatting: On behalf of this reseller, you can configure header and footer of the invoice generated for the end-customer.

Store Settings: Quick link to change store settings for this particular reseller. This section allows you to add more languages and payment methods on a later date.

Theme Settings: Configure the settings related to the theme of this reseller’s storefront and their corporate customers’ store.

Flash Banner Settings: This option allows you to manage the settings for flash banner. Changes made will be applicable only for this reseller store.

Configuration Settings: Switch between tabs to configure settings for this reseller’s store regarding Customer, Product, Template, etc.

Login as Store: Redirects you to this reseller’s admin. You can perform actions on their behalf. Once you are finished, click Logout.

Add New Store

Admin > Store Management > Store Management > Add New Store (Top Right Link)

Create new reseller store by following the steps below:

Store Details

Enter details regarding the reseller’s store.

Price Flat Markup

Enter the markup percentage, which will be applicable on all the products assigned to this reseller. It is calculated over the wholesale price you have set in your admin as a Trade Printer.

Product Assignment

Tick the products you want to assign to this reseller store. To assign all the products, tick Select all Products.

Invoice Formatting

On behalf of this reseller, you can configure header and footer of the invoice generated for the end-customer.

Store Settings

Quick link to change store settings for this particular reseller.

Allow Store to Give Pay on Account Facility: Tick yes, if you want this reseller store to provide pay on account facility to their customers.

Store Language: If you tick Specific, then you can select one or more languages for the reseller’s store, as required.

Store Payment Method: If you tick Specific, then you can select one or more payment methods for the reseller’s store, as required.

Banner Settings

Banner Settings

Select the reseller store for which you want to change configurations for flash banner settings. Click help link on top left for an overview of the banner. The changes you make here will take immediate effect for the specified reseller store.

Note: Reseller can also configure banner settings from their admin panel.

Theme Settings

Theme Settings

Select the reseller store for which you want to change the theme settings. You can configure various theme related changes for this specific reseller’s store. The settings that you configure under the Corporate Theme Settings tab, will reflect for this reseller’s corporate customers.

Note: These changes can also be executed by the reseller from their admin panel.

Configuration Settings

Configuration Settings

Select the reseller store for which you want to change settings configuration. Search by keyword to instantly find the settings you need to configure. It is explained in detail in Settings. Reseller can also configure settings from their admin panel.

Templates

  • Product Templates
  • Product Master Templates
  • Template Categories
  • Duplicate Templates

Product Templates

Product Templates

This section allows you to create, edit and delete templates which are created using Online Designer Studio and HTML based Studio. You can search specific product templates using various filters at the top. Each template has a preview icon which allows you to get a complete preview as popup based on PDF size of the product template.

Action Menu

Admin > Templates > Product Templates > Action dropdown

Edit Template: Quick link to modify details filled for this product template. However, if you make any change under Select Product, then tick Resize Actual Design and save changes. The system will automatically resize the current design to the edited size.

Additional Preview Images: If you want to display present template preview image separately then you can upload the additional image which will only be previewed for each template page. The preview image you upload will be applicable for both admin panel and storefront and it will be displayed in the template category.

Edit Design: You will be redirected to Online Designer Studio to make design changes in the template.

Manage Template Properties: Quick link to assign properties created from Template Properties Master. By assigning the template properties user shall only see the applied fonts, colors and images at store front for particular template. You can have multiple options for assign template properties.

  • Fonts: You can choose default option for the fonts to make template working as it is. You can also choose any font property from property master or you can create your own with the custom option.None option will not let the templates fonts to be changed.
  • Colors: You can choose default option for the color to make template working as it is. You can also choose any color property from property master or you can create your own with the custom option.None option will not let the templates colors to be changed.
  • Images: You can choose default option for the images to make template working as it is. You can also choose any image property from property master or you can create your own with the custom option.
  • Product Options: You can bind the product additional options for this template. By applying this user can not able to change additional option at store front.
  • Settings: You can set some settings like Templates Tab enable, Orientation of studio, Text Customization and Studio Type From Here.

Edit Field Order: Quick link to change field order and field label in the template – without moving to the Online Designer Studio. Preview the edited template from the preview link on the top right.

Preview: Quick link to check preview of the template at storefront.

Delete: 2-step confirmation to permanently delete the selected product template.

Create New Version: Duplicate template by editing the pre-filled fields and modifying the template design.

Add

Admin > Templates > Product Templates > Add (Top Right Link)

This interface allows you to create new template. Important fields are described below:

Select Template Category: You can use this option to assign same template to multiple template categories, even though assigning a new template to at least one of the template categories is mandatory.

Duplicate Template: Based on the option selected in Select Product, products of same size will populate in this section.

Group Name: Quote Management is disabled by default. You can enable it with one easy step…

Store Configuration > Settings > Search with “template group” > Enable Template Group matching on Shopping Cart and Product Additional Info page? – Front (Select Yes)

This field allows you to group similar templates which will show on the storefront at the time of checkout. Enter a group name and use the same name in the Group Name field of all the other templates which you want to group.

Template Type:This field allows you to choose the type of template. You can create three types of template:

  • Customizable: You can use this option to create templates that can be customized from storefront.
  • Non Customizable: You can use this option to create templates that cannot be customized from storefront. Customer will get direct option to checkout after selecting such templates.
  • PDF Block: You can use this option to create PDF Block Template created using the PDFlib plugin in Adobe Acrobat. Please refer to PDF Block Template Help section at top right of ‘Product Templates’ page to learn more about creating PDF Block Templates.
  • Uploaded Print-Ready PDF: Print-ready templates that you can directly upload for customers to order. Customer will get direct option to checkout after selecting such templates. Please refer to adding PDF Block Templates (at the bottom of this page) to understand more.

It is disabled by default, to enable it go to…

Admin > Store Configuration > Settings > Search with “match” > Front side- Allow Template Group matching on Shopping Cart and Product Additional Info page (Select “Yes”)

Next, you will be redirected to Online Designer Studio to design the template and create a new product template.

PDF Block Templates

This section allows you to upload, edit and delete templates which are created by you using Adobe PDF. You can create PDF block template using ‘PDF Block Template Help’ link on top right.

On the storefront, PDF block templates will show on the ‘Browse Design’ page along with master product templates and product templates. However, you can enable a filter on that page wherein PDF block templates will show with a Text icon and the rest of the templates will be displayed with an Image icon.

Admin > Store Configuration > Settings > Search with “filter” > Enable Studio type filter? (Select “Yes”)

Overview: At-a-glance you can see PDF block template’s name, category and the product it is assigned to. You can toggle the status as Green (Active) or Red (Inactive) and also sort their order sequence in which they will be displayed on the product’s template page on your storefront. You can search specific PDF block template using various filters at the top.

Action Menu

Admin > Template > PDF Block Template > Action dropdown

Edit Info: Quick link to modify the template details. If you have multiple languages enabled, you need to manually enter Template Name in other languages.

  • Lock Text Property: Mark Green (Yes) if you want to restrict customers to only personalize text in the template on Online Designer Studio. Mark Red (No) if you want to allow customers to personalize their text and also change fonts, block images and more.

Edit Design: Quick link to upload edited PDF template.

Manage Blocks: Quick link to manage PDF Block properties. The page that will display after clicking the Action menu link will display the listing of all the block page wise in the template, including both text and image block properties for all pages in the selected PDF Block template.

  • For all text blocks, you can edit their text to be shown in studio, their title, change the sort order, make their text editable or non-editable, as well as lock or unlock text for further customization. In the ‘Manage Properties’ link available for each text block, you will be able to manage all available text related block properties like alignment rules, text formatting, leader, bullet format, input options, validation, link blocks and block specific personalization.
  • For all image blocks, you can change the sort order as well as make the image editable or non-editable. In the ‘Manage Properties’ link available for each image block, you will be able to manage all available image related block properties like link blocks, block specific personalization and image format.

Preview: Quick link to preview the selected PDF Block template on storefront.
Update Preview: This can become useful to update the block properties that you might have created to the actual template preview, if any.
Dependency Rules: You can use this option to create rules to help in making different PDF Blocks dependent on each other by setting up conditions as applicable, for the selected PDF Block template.
Group Blocks: This can become useful if you want to show certain number of blocks as a separate group in the HTML studio, for the selected PDF Block template.

Manage Template Properties: Quick link to assign properties created from Template Properties Master. By assigning the properties user can only able to see the applied fonts, colors and images at store front. You can have multiple options for assign template properties.

  • Fonts : You can choose default option for the fonts to make template working as it is. You can also choose any font property from property master or you can create your own with the custom option.None option will not let the templates fonts to be changed.
  • Colors : You can choose default option for the color to make template working as it is. You can also choose any color property from property master or you can create your own with the custom option.None option will not let the templates colors to be changed.
  • Images : You can choose default option for the images to make template working as it is. You can also choose any image property from property master or you can create your own with the custom option.
  • Product Options : You can bind the product additional options for this template. By applying this user cannot change additional option at store front.
  • Settings : You can set some settings like Text Customization From Here.

Edit Field Order: Quick link to change field order and field label in the template. Preview the edited template from the preview link on the top right. You can also sort blocks using options in the Quick Template Sort Order Preference dropdown list at the top.

Preview: Quick link to check preview of the template at storefront.

Delete: Quick link to permanently delete the template.

Add

Admin > Templates > PDF Block Template > Add

This interface allows you to add PDF block templates into your system. Simply upload the PDF block template file. Your system will automatically identify image blocks and will allow you to add images to them. For images, the file format should be .png. If the fonts used in the PDF block template are already in your system, then it will automatically show here. Otherwise, you will see an option to upload the font file.

Next, you will need to enter template details such as customer type and product for which this template will display, mention template category and more. If you have multiple languages enabled, you need to manually enter Template Name for each of them.

Centralized Personalization: Tick Yes if you want a central left panel for all the pages in this PDF Block template. It will be required that text or image block names should be exactly the same in the uploaded template for centralized left panel to work.

Lock Text Property: Tick Yes if you want to restrict customers to only personalize text in the template on Online Designer Studio. Tick No if you want to allow customers to personalize their text and also change fonts, block images and more.

Address Book: If enabled, address book will autofill the user’s PDF block template fields based on customer’s profile if the block name matches template auto personalization field formats like email, phone, first name, last name, street, zip code, state, country, company name, etc. Address book will also use store profile data based on corporate as well as corporate department to show autofill dropdown fields wherever applicable.
For designer studio, the template auto personalization field formats will also work based on store profile for corporate customers apart from their own ‘My Account’ customer profile.

Product Master Templates

Product Master Templates

Your system comes with 7000+ pre-built templates which are called product master templates. You can only edit master templates (text field label and its sequence) and mark them as Inactive, but cannot delete them.

Overview: At-a-glance you can see product master template’s name, category and the product it is assigned to. You can toggle the status as Active or Inactive and also sort their order sequence in which they will be displayed on the product’s template page on your storefront. You can search specific product master templates using various filters at the top.

Action Menu

Admin > Template > Product Master Templates > Action dropdown

Edit Info: Quick link to modify template name, change template category and sort order.

Manage Template Properties: Quick link to assign properties created from Template Properties Master. By assigning the properties user can only able to see the applied fonts, colors and images at store front. You can have multiple options for assign template properties.

  • Fonts : You can choose default option for the fonts to make template working as it is. You can also choose any font property from property master or you can create your own with the custom option.None option will not let the templates fonts to be changed.
  • Colors : You can choose default option for the color to make template working as it is. You can also choose any color property from property master or you can create your own with the custom option.None option will not let the templates colors to be changed.
  • Images : You can choose default option for the images to make template working as it is. You can also choose any image property from property master or you can create your own with the custom option.
  • Product Options : You can bind the product additional options for this template. By applying this user can not able to change additional option at store front.
  • Settings : You can set some settings like Templates Tab enable, Orientation of studio, Text Customization and Studio Type From Here.

Edit Field Order: Quick link to change field order and field label in the template. Preview the edited template from the preview link on the top right.

Preview: Quick link to check preview of the template at storefront.

Create New Version: Duplicate template by editing the pre-filled fields and modifying the template design. The newly created template will show in Product Templates section.

Activate All Fotolia Templates/Inactive All Fotolia Templates

Admin > Templates > Product Master Templates > Activate All Fotolia Template/Inactive All Fotolia Templates (Top Right Links)

Your system comes pre-built with 1000+ Fotolia templates. If you want to provide these templates to your customers, then click Activate Fotolia Templates. If the Fotolia templates are already active on your storefont. you can deactive them using the ‘Inactive All Fotolia Templates’ link.

At the storefront, these template will show on the product template page. When your customer chooses to personalize Fotolia template, they can see the additional price of using Fotolia after saving their design on the Online Designer Studio.

Fotolia is integrated in your system. To use it, simply fill in the required details on:

Admin> Store Configuration > External Service Settings > Image Gallery TAB > Search with “Fotolia”

Template Categories

Template Categories

This interface allows you to add new template category and manage them. It enlists all the templates created by you as admin. Your system comes with 50+ pre-built template categories which you can edit, delete and assign them to sub-category.

Action Menu

Admin > Templates > Template Categories > Action dropdown

Edit: Quick link to modify the details for this template category.

Add Sub Category: You can create a sub-category for this template category. It will reflect under Parent Category column on Template Category page.

Metatags: Define separate meta title and keywords for given template category page.

Delete: Quick link to permanently delete the template category. This option will not show for categories for which templates are assigned.

Add

Admin > Templates > Add (Top Right Link)

Quick link to create a new template category. If you have multiple languages enabled, you need to manually enter for each of them.

Duplicate Templates

Duplicate Templates

This interface allows you to add and remove duplicate templates. You can also resize the duplicate template from this section.

Any template that is duplicated within the admin panel will be highlighted with a separate icon. This will help you in identifying that the particular template you are looking at is actually an original template or not. This will icon will appear when you have duplicated the Product Master Templates.

Add Duplicate Templates

Admin > Templates > Duplicate Templates > Add Duplicate Templates TAB

You can bulk assign templates of one product to multiple similar products. Based on your choice in Select Product, options will populate in the ‘Apply this product’s templates to another product(s)’ field. To select multiple products, press Ctr and click on the products for which you want to duplicate this product’s templates. Tick which type of template you want to duplicate and click Submit.

Remove Duplicate Templates

Admin > Templates > Duplicate Templates > Remove Duplicate Templates TAB

If you have assigned templates of one product to another, then from this section you can remove those assigned templates. Based on your choice in Select Product, the below field will show which product’s templates are currently assigned to this product. Select the ones you no longer want to display for this product, then tick template type and Submit.

Duplicate Templates with Resize

Admin > Templates > Duplicate Templates > Duplicate Templates with Resize TAB

This section allows you to duplicate templates in a different size. Once you update a template, you will not be able to undo it. Therefore, we recommend taking assistance from your appropriate technical OnPrintShop consultant.

Important fields are described as below:

Select Templates Type: Product Templates can be updated or you can create new versions of the same. However, Product Master Templates cannot be updated. You can only resize product templates from one to another.

The options to Update Existing Templates OR Create New Templates/Versions will show only when you select Product Templates in the previous dropdown.

  • Update Existing Templates: This option will resize the Source Product to the product size selected from the Select New Product dropdown. On the storefront, Source Product template size will not show for the source product. It will now show under the New Product’s templates.
  • Create New Templates: This option will create new resized templates in addition to the existing ones. On the storefront, the new resized templates will show along with the existing templates of the New Product.

Source Product: Select the product size that you want to “change from”.

Select New Product: Select the product size that you want to “change to”.

Content Management

  • Contents
  • FAQ Category
  • FAQs
  • Testimonials
  • Banners
  • Email/SMS Notifications

Contents

Contents

This section allows you to categorize the content with respect to dynamic and fixed content which can be used to show at storefront within Content pages, sidebars or footer.Using Filter by Corporate dropdown on the top left, you will get the list of contents added by that respective corporate.By Default master contents displays.

Dynamic Pages

Admin > Content Management > Contents > Dynamic Pages (in Page Type dropdown)

These pages are used at storefront by creating links with content pages or HTML content. Any content page added by you will be added in Dynamic pages. You cannot delete default dynamic pages. You can toggle Dynamic Pages status as Green (Active) or Red (Inactive). You can also check preview of these pages from preview link.

Action Menu

Admin > Content Management > Contents > Dynamic Pages (in Page Type dropdown) > Action dropdown

Edit: You can edit page heading, page URL, Page content and SEO Content for Dynamic Pages.

Delete: You can only delete those pages which are created by you.

Fixed Contents

Admin > Content Management > Contents > Fixed Contents (in Page Type dropdown)

These pages are used at storefront by means of block as inner pages which cannot be deleted. You can toggle Fixed Pages status as Active or Inactive.

Action Menu

Admin > Content Management > Contents > Fixed Contents (in Page Type dropdown) > Action dropdown

Edit: You can edit page heading, Page content and SEO Contents for Dynamic Pages.

Add Page

Admin > Content Management > Contents > Add (Top Right Link)

You can add content pages which can be displayed at storefront by means of links or sidebars. You can add Page Heading, Page Contents and SEO Description for these pages. You can also toggle the status of the created Page.

FAQ Category

FAQ Category

This section allows you to categorize the FAQs available on your storefront. If the categorization is done correctly, customers can find it more convenient to search for the FAQs they need. You can toggle the status for different FAQ Categories as Green (Active) or Red (Inactive).

Action Menu

Admin > Content Management > FAQ Category > Action Dropdown

Edit: Quick link to modify the details of any existing FAQ Category.

Delete: Quick link to delete the selected FAQ Category after confirmation. This link will only show for categories which doesn’t have any FAQ saved in them. To be able to delete categories which don’t show an option of ‘Delete’, you will need to first delete the FAQs in that particular Category.

View Question: Quick link to check FAQs within the selected category.

Add

Admin > Content Management > FAQs Category > Add (Top Right Link)

FAQ Category added using ‘Add’ Option will fall under primary level. To add a Category, simply fill in the name and sort order. Once you have filled the necessary details, click Submit to save the changes made.

FAQs

FAQs

This section allows you to publish FAQs and manage their display sequence and status. You can toggle the status as Active or Inactive.

Action Menu

Admin > Content Management > FAQs > Action dropdown

Edit: Quick link to modify the details of any existing FAQ.

Delete: Quick link to delete the selected FAQ after confirmation.

Add

Admin > Content Management > FAQs > Add (Top Right Link)

FAQ added using ‘Add’ will fall under primary level. To add a FAQ, simply select category which is created using FAQ Category section, Question and Answer for the FAQs and sort order. Once you have filled the necessary details, click ‘Submit’ to save the changes made.

Testimonials

Testimonials

This section allows you to publish and manage testimonials on your storefront. You can add new testimonials, manage existing testimonials, and set their display sequence and status. You can toggle the status for different Testimonials as Active or Inactive.

Action Menu

Admin > Content Management > Testimonials > Action dropdown

Edit: Quick link to modify the details of any existing Testimonials.

Delete: Quick link to delete the selected Testimonial after confirmation.

Add

Admin > Content Management > Testimonials > Add (Top Right Link)

Testimonial added using ‘Add’ fall under primary level. To add a Testimonial, simply add Client name and feedback for the Store, Status and sort order. Once you have filled the necessary details, click Submit to save the changes made.

Banners

Banners

This section allows you to add and manage banner settings. You can upload images for banners, sort display order, and publish them in a slideshow on your storefront. You can even define the link for the banner to be hosted. You can toggle the status for different banners as Active or Inactive.Using Filter by Corporate dropdown on the top left, you will get the list of banners added by that respective corporate.By Default master banners displays.

Action Menu

Admin > Content Management > Banners > Action dropdown

Edit: Quick link to modify the details of any existing banner.

Delete: Quick link to delete the selected banner after confirmation.

Add Banners

Admin > Content Management > Banners > Add Banner (Top Right Link)

To add a banner, simply fill in the details and click Submit. You can choose to display banner before or after the customer logs in. You can also add a link to the banner.

Banner Settings

Admin > Content Management > Banners > Banner Settings (Top Right Link)

Description of important options are as below:

Auto Start Slideshow: Whether you want to auto start the slideshow for banner or not.

Slide Transition Timeout: Mention the time-gap between display of two banners.

Banner Transition Effect: Tick motion effect on banners – fade or slide.

Email/SMS Notifications

E-mail Notifications

You can manage different kinds of emails in your system from this section. You can send and receive emails from multiple recipients. You can edit the content of different emails like thank you for contacting us email, request a quote email, forgot password email, etc. Your system comes pre-built with default email templates which are sent to your customers and received by you as admin.

Action Menu

Admin > Content Management > Email-SMS Notifications > Email Notifications > Action dropdown

Edit: Quick link to modify the details of any existing email Template.

E-mail Template Structure

Admin > Content Management > Email-SMS Notifications > Email Notifications > E-mail Template Structure (Top Right Link)

You can modify the structure of email content with respect to your theme. You can also preview the email structure using the preview link.

Action Menu

Admin > Content Management > Email-SMS Notifications > Email Notifications > E-mail Template Structure > Action dropdown

Edit: Quick link to modify the details of any existing email structure for different themes.

Set Email Notification

Admin > Content Management > Email-SMS Notifications > Email Notifications > Set Email Notification (Top Right Link)

You can configure the email setting for “From”, “To” and “CC” for various email templates. You can set common setting for All the email template to configure “From”, “To” and “CC”. To overwrite this setting you can set individual “From”. You can also notify external email by enabling the notify status. Add external email addressed to notify about the particular email by adding them in “TO” or “CC”.

SMS Notifications

You can manage different kinds of SMS in your system from this section. You can send SMS to multiple recipients on their cell number as well as receive a copy of such messages on your cell number if needed. You can edit the content of different SMSs like thank you for contacting us email, request a quote email, forgot password email, etc. Your system provides different Help Content variables for various SMS templates which you can use to prepare SMS content to be sent to your customers.

Action Menu

Admin > Content Management > Email-SMS Notifications > SMS Notifications > Action dropdown

Edit: Quick link to modify the details of any existing SMS Template.

Delete: Quick link to delete the details of any existing SMS Template.

SMS Add Notification

Admin > Content Management > Email-SMS Notifications > SMS Notifications > SMS Add Notification (Top Right Link)

To configure SMS notification for customers, select the concerned e-mail template name from the dropdown and create the SMS content using the Help variables content provided at the bottom. Since only limited characters can be used in a single SMS, we display a standard 200 characters limit initially so that you are aware about the limitation of characters. Of course, you can add longer content in SMS content but the number of SMS to be sent in that case may increase accordingly. In that scenario, number of characters will show as a negative value with a minus sign.

In the ‘Admin Notification’ field, you can enter the cell number on which you would like to receive a copy of the SMS sent to customers.

Auto E-mail Reminder

Admin > Content Management > Email-SMS Notifications > Automatic E-mail Reminder>

Auto Email reminders can be sent to customers or admin based on different scenarios as bellow:

• Unordered products in their shopping cart. (Shopping Cart).

• Considerable time since they last logged in to storefront. (Account Activity).

• Reminder to enter feedback for completed orders. (Order Feedback).

• Admin users can be sent to you or other admin users for product stock report. (Product Stock Notification)

Admin can even set frequency, like the number of days’ interval at which email reminder should be sent for above scenarios. Such reminders can be configured using ‘Email Marketing Reminder’ sub-section added in Content Management Module.

You will require to subscribe with third party company ‘Mailgun’. “Mailgun” integration would be mandatory for sending ‘Reminder Emails’ and you can enable and enter its API key as well as other necessary details under ‘External Service Settings’ section in admin panel.

Admin > Store configuration > External Services

Action Menu

Admin > Content Management > Email-SMS Notifications > Automatic E-mail Reminder > Account Activity > Action dropdown

Edit: Quick link to modify the details of any existing E-mail Template.

Reminder Settings: Quick link to Set the settings of existing E-mail Template.

SEO

  • Page Title, Keyword Setting
  • Sitemaps
  • Metatags Settings
  • Manage URL Redirection

Page Title, Keyword Setting

Page Title, Keyword Setting

This section allows you to manage page title, keywords and description for all storefront pages. Simply follow the guidelines mentioned there or visit the reference link (Read More) for more information.

Your system comes pre-filled with Page Title, Keywords and Description for most products and content pages. However, you can change them as per your SEO strategy requirements and save the changes. If you have multiple languages enabled, you need to manually enter the translated Page Title, Keywords and Description for other languages.

Sitemaps

Sitemaps

Instantly generate, view or edit XML sitemap of your storefront. After you verify your website on Google Webmaster Tool from Metatags Settings, all your web pages will be crawled by search engines.

You can assign priority ranging from 0.0 to 1, where 1 indicates highest priority. You can also change the frequency at which you want search engine crawlers to visit your web pages. It’s already set in your system, however you can change the settings as per your SEO strategy.

Admin can directly edit XML Sitemap file by using XML data provided through admin panel.

Metatags Settings

Metatags Settings

This section allows you to manage various metatag settings for your storefront. Commonly used metatag settings are added and pre-configured. However, for meta name Google site verification, you will need to enter the verification code received while submitting your website on Google Webmaster Tool.

Action Menu

Admin > SEO > Metatags Settings > Action dropdown

Edit: Quick link to modify settings of existing metatags.

Delete: 2-step confirmation to delete the selected metatag and all its relevant settings.

Add Metatag

Admin > SEO > Metatags Settings > Add Metatag (Rectangular Box at Top)

Select the page for which you want to set the metatag, fill in the details and click submit to add metatag.

Manage URL Redirection

Manage URL Redirection

This section helps you route visitors of a link, which is no longer useful, to a specific web page on your storefront. If redirection is defined using this section then it will be given priority over any system generated default redirection.

Action Menu

Admin > SEO > Manage URL Redirection > Action dropdown

Edit: Quick link to modify settings of existing URL redirection.

Delete: 2-step confirmation to permanently delete the selected URL redirection.

Add URL Redirection

Admin > SEO > Manage URL Redirection > Add URL Redirection (Top Right Link)

Simply enter the old URL (URL which needs to be replaced), the new URL (URL which should be used to replace the old URL), select header status and Submit to add a URL redirection.

Set URL Redirection While Deleting Records

To avoid website users getting 404 error pages for deleted store records especially for SEO friendly external setup links e.g. link from google search result (generally happens when deleting any of your important store records like products or their categories or content page), we now provide at the time of deleting any record the option to auto set URL redirection.

This option will appear while you are trying to delete specific type of records from admin panel which are described below:

• Product • Product Category • Product Category Group • CMS

For delete any particular template category, you will get the option to select other existing template category to which you want to move the existing templates from the category which you are about to delete.

Canonical URL control for storefront pages

Basically meant for SEO purpose, Canonical URL control helps you maintaining the page rank if you have pages with certain amount of duplicate content in them. For below items this feature is be available.

• Products • Product category • Product category group • Content pages

Admin will get the option to set canonical URL. If any duplicate content is there then you can make use of this option to tell search-engines which URL they need to look for to find the actual content meant for SEO for each product, product category or content page. If not set any external URL for canonical URL then same page SEO friendly URL will be display as canonical URL.

Store Personalization

  • Product Page Layout
  • Links - Header-Footer
  • Sidebar Management

Product Page Layout

Product Page Layout

You can manage details that you want to include on your product pages. Changes made here will reflect on all Product Detail page on the front store.

You can also have specific layouts for specific products on your front store.

The system has pre-build layouts for product page which you can preview using the preview icon. You cannot edit these pre-build layouts; however, you can assign these to your products.

Check your chosen product page layout option to enable it on all the product pages on your storefront.

Action Menu

Admin > Store Personalization > Product Page Layout > Action dropdown

Edit: You cannot Edit the pre-defined layouts for product page; however, you can edit those layouts which are created by you. You can assign these pre-defined layouts to specific/multiple products

Duplicate Layout: Pre-built product page layouts will have the option to duplicate the layout for quickly creating a new one and modifying it. Default layouts cannot be deleted.

Delete: 2-step delete confirmation will permanently delete the selected product page layout. Pre-built layouts and layouts checked as default cannot be deleted.

Add Layout

Admin > Store Personalization > Product Page Layout > Add Layout (Top Right Link)

Create a completely new product page layout from the scratch using the Add Layout link.

Select Product: You can select all or specific product for which you want to create Product Page Layout. This layout will be displayed on the front store when the customer selects this product. Click on two Arrows if you want to select/Assign all products. Click on Single Arrow if you want to select/Assign specific products.

Select Block: From the dropdown list choose sections you want to include on your product pages and click Add in Layout. They will instantly populate under the Arrange Blocks section.

Arrange Blocks: Move the blocks to arrange their placements. Hold and drag the right corner of a block to increase or reduce its size.

Links - Header-Footer

Links - Header-Footer

This section allows you to manage links at different positions – header, footer and sidebar of your storefront. At a glance you can see link title and their position on the storefront. You can toggle the status for each one, which will affect its display on your storefront.Using Filter by Corporate dropdown on the top left, you will get the list of links added by that respective corporate.By Default master links displays.

Action Menu

Admin > Store Personalization > Links – Header / Footer > Action dropdown

Edit: Modify details of the specific Link. Description of important fields are covered under Add Link.

Duplicate: Copies the existing link set-up so that you need to only modify the essential fields while creating a new link.

Delete: 2-step delete confirmation will permanently delete the selected link.

Add

Admin > Store Personalization > Links – Header / Footer > Add (Top Right Link)

Simply fill in the required details and click Submit to instantly add a new link. Some of the important fields are described below:

Link: Enter the text which you want to display as link. You can set link title for every active language on the storefront, using the available language dropdown at the top right side.

Link Option:If you choose to either display link with only icon or icon and text, you’ll need to choose icon under link icon below.

Link Icon: You can choose link icons from 400+ pre-configured icons or upload your own icon. If multiple languages are active on your storefront, you can even set different icon images under different languages.

All Links: The first drop down enlists sections across your storefront. Based on the section you select, the next dropdown list will show the pages under that section. You can see the link of that page in the field next to it. These fields will differ based on your choice in the first dropdown.

Some important options in the first dropdown are described below:

  • List of all Products (as sub-menu): The new link you create will display a dropdown of products.
  • Login form as popup: The new link you create will display login form on the same page as a popup.
  • My Account as submenu: The new link you create will display a dropdown list with all the options that you have enabled for customers’ My Account.
  • HTML Content: The new link you create will display as a popup with default text. Process to change default text is explained under Content Management module.
  • External Link: You can place here link of a web page other than your storefront.
  • Category:The new link created will show drop-down of all the products of the selected category at storefront.

Display: You can choose certain links, for instance promotional offer links, to show only Before Login. Similarly, you can choose to display certain links only to registered users by selecting link display After Login.

Sidebar Management

Sidebar Management

This interface allows you to enable/disable sections on right sidebar and left sidebar. From the icon next to each dropdown, you can choose which items to hide under the section. Using Filter by Corporate dropdown on the top left, you will get the all section list with setting configured by that respective corporate.

Sidebar Widget

This section allows you to manage various sidebar titles and their placement on either left sidebar or right sidebar. You can toggle status of each sidebar title as Green (Active) or Red (Inactive) and also sort the order in which they will be displayed.Using Filter by Corporate dropdown on the top left, you will get the list of sidebar contents configured by that respective corporate.By Default retailers sidebar contents displays.

Action Menu

Admin > Store Personalization > Sidebar Widget > Action dropdown

Edit: Quick link to edit sidebar title, its position, display and other aspects. If you have multiple languages enabled, you need to manually enter the translated text for Sidebar Title and configure other settings as required.

Business Partners

  • Printer
  • Sales Agent

Printer

Printer

This section enlists print vendors which you have added to assign print orders for products that you don’t offer or outsource excessive print orders.

Overview: Quick links to add and manage details of every print vendor and assign them orders, as well as mark their commission as paid, unpaid or canceled. Other than these you can also find a quick link to login as printer to view their admin panel. You can toggle printer status as Green (Active) or Red (Inactive).

Note: From your admin, you can track actions performed by the printer vendor in their admin. Simply go to…

Admin > Reports > Log > Audit Log > Enter time duration > Show Report

New Order Notification: Printer/Vendor will get notification under the top right notifications link regarding the new orders which you have assigned to them.

Action Menu

Admin > Business Partners > Printer > Action dropdown View: Displays selected printer’s details and has a quick link to Login as printer, which allows you to see this printer’s admin panel and perform actions on their behalf. Once you are finished, click Logout.

Edit: Quick link to edit details in printer’s profile.

Printer Commission: Displays details regarding commission amount to be paid to selected printer on different orders along-with their status based on the configuration. The default status will show up as ‘Unpaid’, but you can then change their status to ‘Paid’ or ‘Canceled’ by selecting particular order using available checkboxes and changing the status from ‘Action’ menu at top left side.

Assigned Products: This interface allows you to allot selective products from your existing product list. By default this option is disabled, to enable it go to…

Admin > Store Configuration > Settings > Search with “Printer” > Order Assignment to Printer (Select Product Wise)

You can assign products to a printer in either of the two ways:

  • Auto: Tick this option if you want all the orders for the specified products to automatically reflect in the Printer’s admin as well. The order price and shipping details are not displayed to the printer. In case you want customer’s details to be displayed to the printer, then go to…

Admin > Store Configuration > Settings > Search with “Printer” > Display (Enable/disable) customer personal and billing detail into printer admin panel (Select “Yes”)

  • Manual: If you tick this option, you will be required to manually assign product orders to this printer. Every time an order is received, you will need to go to View Orders and assign the product order to the printer. More on this in List Orders.

Assigned Orders: Quick link to view all the orders assigned to this printer.

Login as Printer: Quick link to enter into the selected printer’s admin panel and perform actions on their behalf (access assigned orders and view related reports). Once you are finished, click Logout.

Add

Admin > Business Partners > Printer > Add (Top Right Link)

Fill in the details and click Submit to instantly add a new printer. You are also required to enter the User Name and Password which the printer will use to login his/her admin panel. The newly added printer will automatically receive an email with their login credentials, which they can later change.

Disable Printer Module

By default, Printer/Vendor module is enabled. To disable it, simply go to…

Admin > Store Configuration > Settings > Search with “Printer” > Enable Printer Module (Select “No”)

Sales Agent

Sales Agent

This section enlists sales agents which you may have added. Sales agent generally refers to a person who receives certain commission on any particular order made by a customer referred to you by them.

Overview: Quick links to add and manage details of every sales agent and their commissions. Other than these you can also find a quick link to login as sales agent to view their admin panel. You can toggle sales agent status as Green (Active) or Red (Inactive).

Note: From your admin, you can track actions performed by the sales agent in their admin. Simply go to…

Admin > Reports > Log > Audit Log > Enter time duration > Show Report

New Order Notification: Sales Agent will get notification under the top right notifications link regarding the new orders placed by their customer.

Action Menu

Admin > Business Partners > Sales Agent > Action dropdown

Edit: Quick link to edit details in sales agent’s profile.

View: Displays selected sales agent’s details and has a quick link to Login as Sales Agent, which allows you to see this printer’s admin panel and perform actions on their behalf. Once you are finished, click Logout.

Manage Commission: Displays details regarding commission percentage or amount to be paid to selected sales agent on different orders along-with their status based on the configuration. The default status will show up as ‘Unpaid’, but you can then change their status to ‘Paid’ or ‘Canceled’ by selecting particular order using available checkboxes and changing the status from ‘Action’ menu at top left side.

View Customers: Quick link to view details of customers that you have added from Add Customer under selected sales agent or selected sales agent has added from their admin panel. You can carry out various actions from here such as view orders, templates and more.

View Orders: Quick link to view all orders placed by customers under selected sales agent.

Login as Sales Agent: Quick link to enter into the selected sales agent’s admin panel and perform actions on their behalf (access orders placed by customers under them and view Sales Agent Commision report). Once you are finished, click Logout.

Add

Admin > Business Partners > Sales Agent > Add (Top Right Link)

Fill in the details and click Submit to instantly add a new sales agent. You are also required to enter the User Name and Password which the sales agent will use to login his/her admin panel. The newly added sales agent can receive an email with their login credentials if ‘Send Notification’ is set to Green (enabled). The sales agent can later change the login credentials whenever required.

From the same page, you are able to setup commission to be provided to sales agent for the orders placed by customers under them. The commission type can be a fixed percentage of order amount, or a dynamic percentage based on ‘upto’ order amount range.

Store Configuration

  • Shipping Method
  • External Service Settings

Shipping Method

Shipping Method

Shipping Method page enlists all shipping methods available for you to use on the storefront. However, the customer will actually be able to use a particular shipping method only if it is configured correctly.

You can toggle the status as Green (Active) or Red (Inactive). If you have only enabled ‘Local Pickup From Store’ and all other shipping methods are inactive, the entire ‘Shipping’ module can go missing. Once you enable any of the other shipping methods available, the Shipping module would start displaying again.

Action Menu

Admin > Store Configuration > Shipping Method > Action dropdown

Edit: Quick link to modify existing shipping method setup. Since different shipment methods can have various set of configurations, the Edit form can be different for every other shipping method.

For weight and quantity based shipping methods, you can decide to display which shipping type needs to be displayed to the customer on the Payment Details page. For such shipping methods, you also have an option to setup a Tracking URL which can help customers to track their product shipment status.

Shipping Price Management: This section allows you to manage shipping prices for all the different shipping types based on the weight/quantity parameters defined for each one of them.

The shipping price you setup in Shipping Price Management for Default Zone applies only if you have not setup shipping price for individual zones.

Weight Management (Applicable for Weight Based Shipping only): This section enlists weight ranges setup by you along-with their description, if any.

Action Menu for Weight Management (Admin > Store Configuration > Shipping Method > Action dropdown > Weight Management > Action dropdown)

Edit: Quick link to edit the details of selected weight range.

Delete: 2-step delete confirmation will permanently delete the selected weight range.

Add Weight (Admin > Store Configuration > Shipping Method > Action dropdown > Weight Management > Add Weight (Top Right Link))

Fill in the basic details such as, Weight From and Weight To, to define the weight range and click Submit.

Shipping Type/Days: This section allows you to add and configure weight-based or quantity-based shipping types on your storefront.

There are already few pre-configured shipping types available, which you can edit or delete as required.

Action Menu for Shipping Type/Days (Admin > Store Configuration > Shipping Method > Action dropdown > Shipping Type/Days > Action Dropdown)

Edit: Quick link to edit the name of selected shipping type. You can edit shipping type name in every active language on the storefront, using the available language tabs.

Delete: 2-step delete confirmation will permanently delete the selected shipping type.

Add Shipping Type (Admin > Store Configuration > Shipping Method > Action dropdown > Shipping Type/Days > Action Dropdown > Add (Top Right Link))

Simply enter the name of shipping type and click on Submit to add a new shipping type. You can manually enter shipping type name in every active language on your storefront, using the available language tabs.

‘Local Pickup from Store’ shipping method gives the option ‘Manage Local Pickup Address’ in Action dropdown which can be used to setup different pick-up points from where customers can collect their order.

  • Local Pick up shipping Discount : If admin want to promote the local pickup shipping method in case they are overloaded with outstanding shipping jobs then they ca set up a discount on the local pick up shipping method.
  • Admin can able to set discount on local pickup by simply adding price with minus(-) sign. If admin add shipping price without preceding minus sign than, system will take it as shipping price for local pickup method.

While using any of the third party shipping methods like UPS, FedEx, etc., you also get an option to set mark-up percentage which is charged extra to the customer on each order. You can use this setting to recover any cost from customers that you may incur while offering such third party services (You may call it as ‘Third Party Service Fee’).

Zone Management

Admin > Store Configuration > Shipping Method > Manage Zone (Top Right Link)

This section allows you to manage order shipping based on different zones. These zones can be different countries, states, or geographic regions (regions that can be classified using zipcodes) depending on the scale of your operations.

The Default Zone is used for Shipping Price management when there are no new zones configured. You can only edit the default zone.

Action Menu

Admin > Store Configuration > Shipping Method > Manage Zone (Top Right Link) > Action dropdown (Action dropdown on Manage Zone page)

Edit: Quick link to modify the details of selected zone.

Manage: Quick link to manage selected zone by adding or removing countries/states/zipcodes. The options you see while managing zones will be primarily based on the settings you configure in Store Configuration.

If shipment price is based on Country, a list of active countries on your storefront is provided, so you can use the Add and Remove buttons to create the list of countries for zone management.

If shipment price is based on Country and State, you can see three tabs to manage zones as described below:

  • Manage State: Quick link to manage existing states in the selected zone. If you have active states for multiple countries in the selected zone, a dropdown list of those countries is provided at the top. You can use Remove and Restore buttons to make required changes to the zone and Save Changes to make sure that changes are applied.
  • Add New State: Quick link to add a new state in the selected zone. Before adding a state, you need to select its country from the dropdown list available for active countries. Next, enter the state name and its short name and Save Changes to make sure that changes are applied.
  • Add Multiple State: Quick link to add multiple states in the selected zone. Simply follow the instructions provided to be able to add multiple states by uploading Excel file.

If shipment price is based on Country and Zipcode, you can see three tabs to manage zones as described below:

  • Manage Zipcode: Quick link to manage existing zipcodes in the selected zone. If you have active zipcodes for multiple countries in the selected zone, a dropdown list of those countries is provided at the top. You can use Remove and Restore buttons to make required changes to the zone and Save Changes to make sure that changes are applied.
  • Add New Zipcode: Quick link to add a new zipcode in the selected zone. Before adding a zipcode, you need to select its country from the dropdown list available for active countries. Next, enter the state name and its short name and Save Changes to make sure that changes are applied.
  • Add Multiple Zipcode: Quick link to add multiple zipcodes in the selected zone. Simply follow the instructions provided to be able to add multiple zipcodes by uploading Excel file.

Delete: 2-step confirmation to permanently delete the details of selected zone.

Add Zone

Admin > Store Configuration > Shipping Method > Manage Zone (Top Right Link) > Add Zone (Top Right Link on Manage Zone page)

Enter a name for the new zone you want to create and click Submit. Once you are done, you can manage the new zone using Action dropdown as explained above.

Import Shipping Price

Admin > Store Configuration > Shipping Method >> Import Shipping Price

Import Shipping Price option is available for both Weight based and Quantity Based shipping method (available in separate tabs). Go to the concerned tab and click ‘Download File’ using the link provided in first step. In the next steps there is help provided to guide you with filling the prices in the downloaded excel file. Once the file is ready to upload, go the next step (step 3) and upload your file. The imported data summary will appear with total number of valid, skipped and correct records along-with an ‘Import’ button at top right so you can choose what to do next. </div>

External Service Settings

External Service Settings

This section allows to configure settings for certain services provided by third party companies on your storefront.

Social Sharing

Admin > Store Configuration > External Service Settings > Social Sharing TAB

Using the Edit link in Action dropdown, you can edit configuration for the available social sharing services. You can also get the help for to the social sharing service’s registration page as well as other important links to their website. You can toggle the status as Green (Active) and Red (Inactive) based on which social sharing services you want to show on your storefront. In Help Settings, you have to provide the API and Secret Token keys in the provided space.

Mail Services

Admin > Store Configuration > External Service Settings > Mail Services TAB

Using the Edit link in Action dropdown, you can edit the configuration for the email service. You can also get the help for the email service’s help page wherein you will find step by step guidelines to execute an email campaign. You will also find resourceful links to find out more information about the email service provider and register with them. In Service Settings, you have to provide the API and Merchant ID in the provided space.

Cloud Storage

Admin > Store Configuration > External Service Settings > Cloud Storage TAB

You can only activate one cloud storage service for your storefront at a time.

Using the Edit link in Action dropdown, you can edit the configuration for the available cloud storage services. You can also get the help for cloud storage service’s registration page as well as other important links to their website. You can toggle the status as Green (Active) and Red (Inactive) based on which cloud storage service you want to show on your storefront.

If cloud storage is configured correctly and active on your storefront, customers will get an option to upload large order or quote files to cloud storage based on ‘Allow Cloud File Upload’ in product settings and ‘File upload location for quote order’ setting in Store Configuration settings respectively.

Image Library

Admin > Store Configuration > External Service Settings > Image Library TAB

This is a third party integration for Images. You need to have an account with Fotolia or Depositphotos and then you can purchase the images from Fotolia or Depositphotos. Using the Edit link in Action dropdown, you can add/edit the configuration setting for your Fotolia or Depositphotos Account. You can toggle the status as Green (Active) and Red (Inactive) to activate or deactivate this service.

You may register with Fotolia or Depositphotos and enter the necessary configuration details in admin panel from ‘External Service Settings’. If the configuration details are valid, your customers shall be able to use Depositphotos’ images while creating designs in the website designer studio. However, please note that only one image API (either Fotolia or Depositphotos) can be active at a time.

SMS Notification

Admin > Store Configuration > External Service Settings > SMS Notification TAB

We have national (MVaayoo), (Clickatell) and (Twilio) third party integration available. You need to register with the SMS service providers MVaayoo, Twilio or Clickatell to have this functionality work on your storefront. An Auto SMS will be send to the registered Mobile number of the customer based on the configuration you set in admin panel for SMS notifications. You need to configure the details here.

Accounting

Admin > Store Configuration > External Service Settings > Accounting TAB

You can only activate one accounting service for your storefront at a time.

We have Quickbooks and Xero third party accounting services integration available. You need to register with one of these service providers to have this functionality work on your storefront. Based on the configuration you set in admin panel, most of your accounting requirements related to your OnPrintShop storefront can be managed from your Quickbooks or Xero account as per your needs.

Designer Studio

  • Images
  • Image Categories

Images

Images

This section allows you to add and manage the images that are available on your Online Designer Studio when your customers choose Browse Design or Custom Design option for product personalization.

It displays thumbnail of every online designer image that you have added. Dropdown list under each thumbnail image allows you to change the categorization for it.

Add Image

Admin > Designer Studio > Images > Add (Top Right Link)

Select the image category for the new image and upload multiple images under that category at once. Clear Queue button becomes useful if you are uploading multiple images and you need to stop the upload process in between.

Image Categories

Image Categories

This section allows you to add and manage categories with up to 3 tiers – super category, category and sub-category. Images you add from Images section will display in your online designer studio as per the categorization you set here. You can choose to assign category to retail customers, corporate customers or both. Under Parent Category column, you can identify category levels as follows:

Super Category – Category – Sub Categories

You can toggle category status as Green (Active) or Red (Inactive). However, if you mark a parent category Red (Inactive) then all its sub-categories will automatically turn Red (Inactive).

Action Menu

Admin > Designer Studio > Image Categories > Action dropdown

Add Super Category: Super Category is the top-most level in image categorization. Simply fill in the details and click submit. It is explained in detail under Add Category. The Add Super Category link won’t show for an image category which is already assigned as super category.

Add Sub Category: Sub Category is the last level of image categorization. Simply fill in the details and click submit to create a sub-category.

Edit: Quick link to modify the details of any existing image Super Category, Category or Sub Category.

Delete: 2-step confirmation to permanently delete the selected image category. This link will not show for categories that either have images assigned to them or are assigned sub-categories. To delete such category, you need to first delete the images and categories, and then delete it.

Add Category

Admin > Designer Studio > Image Categories > Add Category (Top Right Link)

When you add an image category, it will fall under primary level (Category) by default. You can choose to whom this category will be displayed – retail or corporate customers or both. When you select only corporate, you can further tick for which corporate customers and their departments this image category should be made visible.

You can assign image category to ‘Admin only’. If you keep the status ‘Admin Only’ for particular image category, then the images in that category will be displayed to Admin only and won’t be available to use for the storefront users.

If you have multiple languages enabled, you need to manually enter the translated image category name.

Reports

  • Sales
  • Product
  • Partners
  • Log

Sales

Order Summary

This report provides summary of sales order that you have received. Report information is based on selection of date range, customer type, order status and time duration like daily, weekly, monthly and yearly. Quick links at the top to export report in Excel or Print it.

Report includes number of orders, price, tax, price with tax, shipping, discount and total for selected tenure and date range.

Clicking on number of orders link redirect to Sales Order Detail report and display each order’s details. Total of each field is displayed at the top of report.

Order Detail

This report provides detailed information related to sales order. Report information is based on selected date range, order status and customer type. Quick links at the top to export report in Excel or Print it.

This report contains Order number, Order Date, Customer Details, Product Details, Quantity and various price like price with tax, shipping, discount, subtotal and order total amount.

On clicking Order No. link will redirect to Edit Order Page, whereas clicking on the Customer’s name redirects to customer detail page. Total of each pricing field is displayed at the top of the report.

To know about admin user who created particular order especially in case of orders directly created from admin panel, a field ‘Created By’ will become helpful which is available while exporting this order detail report in excel or CSV format.

Payment Request Report

This report provides information of payment requests generated. Report information varies based on selection of date range, request type or customer selected. Quick links at the top to export report in Excel or Print it.

Report contains order id, customer name, payment request amount, request type, request date, paid date and transaction id.

Clicking on order id will redirect to order payment request page. Total of payment request amount is displayed at the top of the report.

Shipping Summary

This report provides information of shipping details which was used in sales order. Quick links at the top to export report in Excel or Print it.

Report information is display based on the date range of orders, shipping methods, customer type and order status.

Report contains shipping method, shipping mode, order counts, shipping amount and total order amount. Total of order count, shipping amount and order total displays at the top of the report.

Tax Summary

This report provides information of tax that you received from orders. Report information display is based on selected date range and order status. Quick links at the top to export report in Excel or Print it.

This report contains tax type, tenure (weekly, monthly or yearly), number of orders and tax amount.

On clicking order counts, it will redirect to Sales Order Detail report. Total tax amount and order count are displayed at the top of the report.

Coupon Summary

This report provides information of coupons used in order during a particular time duration. Quick links at the top to export report in Excel or Print it.

Report data is based on selected date range, order status and customer type. Report contains coupon code, coupon type, number of customers who used coupon, number of orders in which that coupon was used, discount and order price. Total orders, discount and order price is displayed at the top of the report.

Order Delivery Report

This report provides information related to delivery of all orders placed on storefront. Quick links at the top to export report in Excel or Print it.

Report data is based on selected date range and customer type. Report contains order and customer details, date on which order was placed, shipped and completed. It also provides delay of order in days along-with the reason for the delay.

Product

Product Sales

This report provides product sales information. You can select date range, order status, customer type and products. Quick links at the top to export report in Excel or Print it.

This report contains product details such as product name and its size, number of orders, product quantity, product price, average price and average quantity for each product.

On clicking the order count link, it will redirect to Sales Order Detail report page. Total product quantity and product price are displayed at the top of the report.

Template Sales

This report provides the details of Sales of particular template(s), it will help you in finding out sales summary of different product templates and product master templates. This will include all types of templates – customizable, non-customizable, PDF Blocks, Print ready PDF files, also display template sold count in template listing page.

Inventory Request Report

This report provides information of inventory requests generated. Report information varies based on selection of date range, request type . Quick links at the top to export report in Excel or Print it.

Report contains request date ,order id, customer details,product name ,inventory cost, request status and reference link to see payment detail.

Inventory Report

This report provides information of that product detail whose inventory is remaining , completed or expired . Report information varies based on selection of date range, corporate selected or inventory type. Quick links at the top to export report in Excel or Print it.

Report contains order id, customer detail, product name ,remaining quantity , printing quantity and remaining days

Clicking on order id will redirect to order detail page in inventory tab. Total of remaining and printing quantity is displayed at the top of the report.

Store Product Sync Price

When you as a Trade Printer update any product’s price, the reseller is required to sync it with their pricing – either by adjusting their markup rate or revising the price they offer to their customers. Select a reseller store, to run a report for products for which price is revised and the reseller requires to sync.

Click to Changed Price link will redirect you to the Product Markup Sync Price page. Your revised price will show under WholeSaler Price.

Sync Markup %: The highlighted amount signifies, if the reseller wants to keep the retail price unchanged then they will need to revise their markup rate to this amount.

Sync Retailer Price %: The highlighted amount signifies, if the reseller wants to keep the markup rate unchanged then the revised retail price will be this amount.

Partners

Sales Agent Commission Report

This report provides information of commission to sales agent on each order. Report information varies based on the selection of date range, commission payment status or sales agent selected. Quick links at the top to export report in Excel or Print it.

Report contains order id, order date, sales agent and customer details, total order amount, total commission amount as well as percentage, and commission payment status

Clicking on order id will redirect to view order page. Total of order amount and commission amount is displayed at the top of the report.

Commission Report

Select the reseller store, time duration and other parameters for which you want to generate a report. Click show report to instantly generate a commission report. The report will give you a complete view of the commission payable for this reseller store, tax, shipping cost and more.

Links on the top left allows you to further filter the report, export it into an Excel file, generate a PDF of the report or print it.

Log

Mail Log

This report allows you to view copy of emails sent from your storefront along-with their status. Apart from this, you can use ‘Resend Email’ functionality and ‘Delete’ options to act further on them.

Report information is based on selection of date range and keywords. Referrer information shall be displayed as tool tip near IP address below each Email Subject.

SMS Log

This report allows you to view copy of SMSs sent from your storefront along-with their status.

Report information is based on selection of date range and keywords, Email Subject Key and Service Name.

Admin

  • Admin
  • Admin Group-Role

Admin

Admin

The description of this entire module is based on the login of super admin. The super admin can add new admin users, edit existing admin details and even delete existing admin users from the admin user management panel.

Overview: This section enlists admin users added by you. It contains User name, Group name and Email Address of the admins. It also contains quick links to common admin management actions such as edit/delete and login as admin.

Action Menu

Admin > Admin > Admin > Action dropdown

Edit: Quick link to modify existing details of the admin.

Delete: 2-step confirmation to permanently delete this particular admin user.

Login as Admin: Quick link to login into this admin user’s admin panel.

Add

Admin > Admin > Admin > Add Admin (Top Right Link)

You can create new admin users, define their access rights and assign them to a particular group. You can even create superadmin users with full access rights. Fill the details and click Submit to instantly create an admin user account.

Admin Group-Role

Admin Group-Role

This section enlists admin groups which are created by you. It lets you create various groups for your store admin users, groups for all corporates admin, groups for specific corporate admin. As a super admin, you can assign role-based access rights to each of these groups. You can change the status of a group as Green (Active) or Red (Inactive) . Only the admin users with active group status will be able to log into their admin panel.

Action Menu

Admin > Admin > Admin Group / Role > Action dropdown

Edit: Quick link to edit the name assigned to a particular group.

Delete: Quick link to permanently delete existing group. You cannot delete groups that are assigned admin users. To delete such groups, first delete all assigned admin users and then delete store admin group.

Assign Group Access: Quick link to change the access rights for a particular group. This page displays list of available section names and enlists actions allowed for each section. Tick access rights options you wish to assign to this group and save changes.

Add

Admin > Admin > Admin Group / Role > Add (Top Right Link)

You can add new admin users with role based access rights. Make sure you have marked the status of a group name as active before you assign group access to an admin user.

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