Users Startup Guide to Marketplace Stores

Users Startup Guide to Marketplace Stores

Touchnet Login Page

Your username is c20206.______password = ______

Direct Link to Store

(Note: Replace the x next to STOREID with your store ID from the General settings – see

below)

Marketplace Homepage

Store Homepage

(use your STOREID number, found in Store Settings > General)

Store Category Homepage

(useyour STOREID / Category number, found in Store Settings > Categories)

Store Item Page

(use your Product Id here, found in Store Settings > Products)

Note:The easiest way to get find the actual links is to navigate to the items or the store using your browser, then copy the link address out of the browser.

From the menu near the top, select Applications, then Marketplace

You will now be at the Marketplace Home page. Stores are managed by opening the drop down menu on the left side of the screen. Select on

Marketplace Mall > Stores (name of your store) > Store Settings.

Store Settingsis where all of the management for the store happens. The Marketplace Operations Center Home page shows the Store Id, which is used in the direct link to the store (see Direct Link to Store, above).

The direct link for the Blueberry Farm store would be:

Getting Started

In Store Settings, click on General

The store may be taken on or offline by clicking the “Take Store Offline” box.

Review the “Store Display Name”. This is the name that will be viewable to the public, and may

be updated.

Store Home Page LayoutSplash (preferred because it includes the image for the store)

Perform General Ledger Updates:YES

Cashier ID:TOUCHNETMARKETPLACE

Default Accounting Code:(Select the accounting code with your FAMIS account number)

Note: If the correct accounting code does not exist, contact to have one added.

Marketplace Store Category Assignments

If an appropriate category for your store is not listed in the right-hand box, send an email to requesting the category you would like added.

If there are appropriate categories listed in the right-hand box, click on a category in the right-hand box, then click on “Add New Assignment” to add this category to your store.

In Store Settings, click on Images

The store side banner should be 150x300 pixels, and can be uploaded by clicking “Upload Side Banner”

The splash image is the image on the store homepage, and should be 680x280 pixels. Upload the store splash image by clicking “Upload Splash Image”

Optionally, the splash image can be an active link. For example, you can link back to your department web page when someone clicks on the splash image. Paste the department web page address into the “Specific url” box.

Click SAVE

In Store Settings, click on Payment Methods

All available payment methods should be checked, and are accepted in the Marketplace.

In Store Settings, click on Categories (optional)

If you want to categorize items in your store, click on “Add Top-Level Category”.

For example, if your store is selling produce, you may want to add a store category named “Vegetables” and one named “Fruit”.

In Store Settings, click on Shipping Classes

A shipping class is the methods of delivery for an item in the store. There can be multiple shipping classes for a store. Shipping classes determine which delivery methods are available for particular items in your store.

For example, if you have certain items that cannot be shipped, you may want to create a shipping class called “Walk In Only” by clicking on “Add Shipping Class.” After this shipping class is added, scroll down to view the new shipping class, and make sure that “Walk-In” is the only Delivery method selected. Click on the “Save” box.

Fulfilling Orders

In Store Settings, click on Users

In order to fulfill orders, there must be at least one user specified as a “Fulfiller”. Click on “Edit User” next to the store manager. The current roles will be listed in the left column under the column heading “Current Roles.” If the Store Manager only has roles listed in the right column under “Available Roles”, select all of the check boxes, then click “Save”. This will make the roles available to the store manager, and the “Fulfill Order” link will now be visible under Store Settings.

In Store Settings, click on Fulfill Orders

If the Fulfill Orders link is not visible under Store Settings, see the paragraph above concerning configuring a fulfiller for the store.

To fulfill an order, click the check box next to the Order number, and select “Process Fulfillment.”

Click the “Accept Payment” button.

This will charge the customer. Do you want to continue? Click OK

Click the “Print Packing List” button, then click on “Print”

Click on “Proceed to Step 3”

Enter the tracking number (if available)

Click on “Proceed to Step 4”

Click on “Send Email”

This will send a receipt to the buyers’ email address.

Click “Continue”

You will now see the order status as “COMPLETED”

The complete order history may be viewed by clicking the “View” link in the Action column for the order.

Adding Inventory to a Store

In Store Settings, click on Products

You will now be at the “Product Management” page.

Product Management Page 1

By default, the items listed on this page are the “Not Shown to Buyer” items. The “Not Shown to Buyer” items are not viewable to the public. (Store Categories can be added and removed by clicking the Store Settings > Categories link)

To add a product:

Click on “Add Product”

Product Name

Short Description

Long Description

Product TypeGeneric (for most merchandise)

Price

Allowed Payment MethodsSelect all available methods

Days fulfiller must wait before fulfilling orders paid via ACH:Leave blank

Click “Continue”

Choose Shipping ClassDefault Shipping Class

Choose Tax ClassDefault Tax Rate

Special Authorization Required to Purchase:No

If yes, enter prompt displayed to buyer<leave blank>

What is the answer to the prompt?leave blank>

Shipping/Handling Message:

For example: “Orders will be mailed within 5 business days.”

Upload Images for Ustores

You will need an image for your item in .jpg, .gif, or .png format resized to 250 x 250, and 80 x 80. You can use the Paint program that comes with Windows to resize an image.

I like to save the images with filenames that reflect their size, for example:

Canned_Peaches_250x250.jpg

Canned_Peaches_80x80.jpg

Click the link to upload the 250 x 250 image, then click the link to upload the 80 x 80 image.

Product Options

Does this product have options associated with it, such as size or color, that affect inventory or stock #?

This is for items that do not affect the cost, such as T-Shirt sizes, mug colors, etc. For example, we may want to sell Cinnamon Peaches for no addition cost. We would select “Yes” (add product options), check the box for “Other”, and enter “Cinnamon” in the name box. Click “Continue”.

On the next page, we can add one value for “Regular Peaches”, and one value for “Cinnamon Peaches”.

The item will now have two choices, Regular or Cinnamon Peaches.

Note: Each item with product options will have its own inventory stock number, and can be tracked separately.

Click “Continue”

Add A New Product Wizard : Step 5 (Inventory)

Limit Quantity:Enter “yes” only if you want to limit the number of items purchased in a single order.

Track Inventory:Yes (for merchandise), No (for items that are inexhaustible). Specify the number of items in inventory in the “Initial Quantity” field.

Back Orderable:No

Auto Fulfill:Yes

Stock #Click the “Assign Random Stock #” button.

Price:Enter the price for this specific product option. (for example Regular Peaches may be $5.00, and Cinnamon Peaches may be $6.00)

Click “Continue” and enter the price of each “Article” (product option)

Note:Auto Fulfillment versus Manual Fulfillment

For both ACH and Credit Card payments, uStore transactions can be manually fulfilled or

auto-fulfilled. Deciding on which option each product uses depends largely upon the type of the

product and the process you want to follow.

For example, you may choose that a physical product such as apparel is manually fulfilled.

This would allow your store manager to take the order, confirm the availability of the product

and then ship it while charging the buyer during the fulfillment. This would result in less situations

where the buyer is charged and then it is discovered that insufficient quantities exist to ship

to the buyer.

On the other hand, you may have products such as donations or conference attendance where

no shipping or follow up process is required prior to charging the buyer. In this case, you could

use the auto-fulfill option. This would authorize and charge the buyer at the time of the order

and no fulfillment steps would need to be taken by the store members.

Add A New Product Wizard : Step 6 (Inventory)

Leave the “Disable this product for now” radio button blank, and click “Add Product”.

Add A New Product Wizard : Step 7 (Categories)

Choose a Marketplace Category and an In-Store category. Don’t worry if you didn’t create a category, just leave the defaults, finish creating the item, then create a new Category and modify the categories later.

Store owners can create in-store categories, but the mall manager must create the Marketplace categories. Contact if you would like an additional Marketplace category added.

Click “Continue”

Add A New Product Wizard : Finished

Your inventory item has now been created. Go back to the “Products” link and verify that the item is not in the “Not Shown to Buyer” category. If it is (create a new category if necessary), then return to the “Products” link, click the radio button to the left of your item(s), pick a new category from the dropdown box at the bottom of the page, then click the link for “Move Selected To:”.

If you created an item with product options, you will now have items in your store that have a single inventory item, but multiple prices depending on the options selected).

How to Receive Emails when an Order is Placed

1)At the bottom, left side of the Marketplace Home Once in Marketplace, click the link for Edit My Profile at the bottom/left side of page.

2)Check the box for your store, then click “Update Notification Settings”

Also, please verify that your email address is correct. If not, correct it and click the “Update Profile” box.

For those who have several people that need emails, have them log into Touchnet Marketplace and follow the steps above.

See the image below:

Receiving Email Notifications When Orders Are Placed