Log into Marketplace
https://secure.touchnet.net/central
Username: c20071. username
Password: Etsu2015$
Once you have successfully logged into Marketplace change your user profile to allow e-mail notifications. When the e-mail notification option is turned on for a specific store, you will receive a separate e-mail message for every order.
From you home page, you can select the Edit My Profile link in the left navigation menu to view your use profile. This page includes your name, contact information, e-mail notification settings and the ability to change your own password.
The e-mail notification settings allow you to specify whether you would like to be notified when orders are placed from stores in which you have the role of fulfiller, merchant manager or store manager. This features is useful when you have a store with low volume and don’t want to log in every day just to see if orders were placed. To be notified when an order is placed, simply select the checkbox beside the store and choose the Update Notification Settings button.
How to Search for Orders and/or Process Payments
Select Fulfill Orders from left navigation
Then enter search criteria using dates and status of orders. Most of the marketplace sites automatically fulfill the credit card orders, so you will not have to fulfill orders unless you elected to fulfill them manually.
Select all or specific orders to fulfill and “Process Fulfillment”
Select the “Accept Payment”
This will charge the customer’s credit card and post the transaction against your account.
Proceed to Step 3
Proceed to Step 4
Send Email
Marketplace Reports
Marketplace provides you with a large selection of reports. These reports represent the overall activity for the uStores mall, as well as the activity for individual merchants, and stores.
You can specify the date range that will be represented by each report. You can export each report in CSV format. With the use of external database software (such as Microsoft Excel), you can open and edit exported CSV report files.
Using Marketplace Reports
To use Marketplace reports, click the Marketplace Reports link in the left navigation menu. Once you click the Marketplace Reports link, four submenu selections appear: Marketplace, Merchant Revenue, and Stores.
These three submenus contain the following report selections:
Marketplace / Revenue by Merchant
Revenue by Accounting Code
Merchants / Merchant Revenue Report
Stores / [Store Revenue Report] By Product [Store Revenue Report] By Stock No.
[Store Revenue Report] By Product Type
[Store Revenue Report] Totals
Buyer Information
Recurring Payments
GL Exceptions
Report Types by User Role
The available reports depend on your user roles.
Administrator, chief administrator, or accountant / Revenue by Merchant (the top-level
Marketplace report)
Revenue by Accounting Code
Tax Report
Merchant manager / Merchant Revenue Report
All store reports
Store manager and uStores store accountant / [Store Revenue Report] By Product [Store Revenue Report] By Stock No.
[Store Revenue Report] By Product
Type
[Store Revenue Report] Totals
Buyer Information
Recurring Payments
GL Exceptions
Administrative Reports
Several reports are available that summarize Marketplace commerce activity for administrative users and accountants.
You can customize each report by changing the date criteria. To search by a specific date range, enter a new start date and end date. You can either enter the date that you desire or use the calendar button to select a date. If you enter a new start or end in the date fields, be sure to enter the dates in mm/dd/yy format.
You can export—in CSV format—the activity displayed in Marketplace reports. Each report has an Export to CSV button. When you click this button, you’ll be prompted to select a location for saving the CSV file.
Revenue by Merchant Report
Administrators, chief administrators, and accountants can open the top-level merchant report. It shows a summary of activity by merchant for all stores in your Marketplace system.
Revenue by Accounting Code
Administrators, chief administrators, and accountants can open the top-level merchant report. It shows a summary of activity by merchant for all stores in your Marketplace system.
By clicking on the View Detail link for each accounting code, you can view a detailed list of all the transactions that use the specified accounting code
Merchant Reports
Several reports are available that summarize Marketplace commerce activity for merchant managers.
You can customize each report by changing the date criteria. To search by a specific date range, enter a new start date and end date. You can either enter the date that you desire or use the calendar button to select a date. If you enter a new start or end in the date fields, be sure to enter the dates in mm/dd/yy format.
You can export—in CSV format—the activity displayed in Marketplace reports. Each report has an Export to CSV button. When you click this button, you’ll be prompted to select a location for saving the CSV file.
Merchant Revenue Report
Merchant managers can view the Merchant Revenue Report. This report shows transaction totals for a merchant, as well as totals for each store that has been established for that merchant.
On the Store Revenue Report by Product, each product name is linked to a corresponding Product Detail Report that gives additional information about the revenue associated with an individual product.
Product Detail Report
For products with modifiers, you can choose to either expand the display so that all modifiers are shown or collapse the display so the modifiers are hidden.
Revenue Report by Product Type
The Store Revenue Report by Product Type shows the total amount paid and the number sold for
each product type. The following three product types are displayed: donation, digital and generic.
The Store Revenue Report by Totals shows total amounts collected for fulfillments and items sold.
GL Exception Report
If your Marketplace site is using general ledger reporting, general ledger exceptions occur when data (such as accounting codes) are incorrect or missing or otherwise fail to transfer into the general ledger system. These exceptions are grouped in the Marketplace GL Exception Report. The Marketplace GL Exception report shows all transactions that failed to transfer data into the general ledger system. By clicking the View link in the Action column, you can view detailed information for a specific exception.
The exception detail page allows you to edit the cashier ID and the accounting codes and then re-submit the transaction information to the general ledger system (or to simply mark the transaction information as completed.
IMPORTANT! Never mark an order as complete unless you are sure its revenue has been transferred successfully to the general ledger system. Otherwise, resubmit the data for processing.