eStore Tutorial

The objective of this manual is to serve as a guide for setting up and managing the eStore Portal of your eStore.

You were provided login instructions in an email shortly after completing the enrollment process for your new eStore. Included in this email, you were provided the below login credentials.

1) The URL to access your portal. 2) Login credentials using Single Sign On or your email address and password. 3) Please refer to this email or go to www.ecomnow.com/admin login with your email address and click on “forgot your password”.

Manage Users

Click on the “Manage Users” button and select the “Manage Users” tab from the left navigation pane.

Search options are available. You may search by First Name, Last Name, Email Address or User Type. Select a search parameter from the drop-down menu, type the search criteria into the adjacent text field, and click the “Search” button to display the list of User(s) matching your criteria. Click the “Reset” button to once again display the full list of Users.

Click “Print” to print the list of Users.

Add New User

To add a new user, click the “Add New User” button at the top of the Manage Users’ table. This directs you to a form where new users can be added.

1) Fill in both First Name and Last Name fields on the “Add New User” form. 2) Enter user’s Password. 3) Enter user’s Email Address. 4) Click “Save” to save your changes or “Cancel” to exit the form without saving changes. 5) The user’s Name and Email Address will then appear in the Manage Users’ table. If you don’t see the changes immediately click the refresh icon to Refresh the User List.

Edit User Information

1) View or edit the Name and Email Address of other users by clicking on the respective email address hyperlinks in the “Email Address” column. 2) You may edit the user’s First Name, Last Name or Email Address. Click “Save” to save the changes. Click “Cancel” to retain the original values.

Deleting a User

You may delete a user by clicking the “Delete” button. Once the user is deleted, he/she will no longer appear in the Manage Users’ table.

Personal Profile

1) Click on the “Manage Users” button and select the “Personal Profile” tab from the left navigation pane. 2) The form loads with the current User’s profile information: First Name, Last Name, Email Address and User Type. You can edit any of these fields (except User Type) with updated information and click “Save”. 3) To change the current password, enter the old password in the Old Password field. Then, enter the new password into the New Password field. Lastly, enter the new password again into the Confirm Password field. 4) Click the “Save” button to save your changes or click “Cancel” if you do not wish to save your changes. If you change the password, you will be notified via email.

If you do not want to make changes or prefer to cancel any changes made, do not click the “Save” button on the “Personal Profile” tab, and your user information will be restored to the original values.

Manage Customers

Click on the “Customers” button and select the “Manage Customers” tab.

Search options are available. You may search by Last Name, First Name, Customer Email or Company Name. Select your search parameter from the drop-down menu, enter the search criteria into the adjacent text field, and click “Search” to display the list of customer(s) matching your criteria. Click “Reset” to once again display the full list of customers.

Click “Print” to print the list of customers.

Add New Customer

To add a new customer, click the “Add Customer” button at the top of the Manage Customers’ table. This directs you to a pop-up box where a new customer can be added.

1) Fill in both First Name and Last Name fields on the “Add New Customer” box. 2) Enter customer’s Email Address. 3) Enter the Email Address again to verify the address. 4) Enter the customer’s Password. 5) Click “Save” to save your entries and selections, or click “Cancel” to exit the form without saving the data.6)

If the new customer info is saved, the new customer will then appear in the Manage Customers’ table. If you don’t see the changes immediately click the refresh icon to Refresh the Customer List. Customer Setup on Store

The most common way that new customers are setup is by creating an account on the eStore. When a customer visits your eStore, he/she has the option to login to an existing account or to create a new account. After the account is initially created, the customer information can be viewed on the Manage Customers’ table in your Reseller portal as well. For example:

The customer visits your eStore and goes to the “Sign In” page. On this screen, they complete the fields in the “Create an Account” section, and then click the “Create” button. In the Reseller portal, the new customer will then display on the Manage Customers’ table located at Customers à Manage Customers. The new customer will be assigned a default Price Level. If you need to change the Price Level, please see section 5.1.2. Edit Customer Information.

Edit Customer Information

1) From the Manage Customers’ screen, click on the “Customer Email” hyperlink. 2) This will bring up the “Edit Customer Info” box. 3) You may directly edit the First Name, Last Name, or Price Level of a customer in the designated fields. 4) Click “Save” to save your changes or “Cancel” to exit the form without saving changes.

Download Customers

1) Click on the “Customers” button and select the “Download Customers” tab. 2) From the “Download Customers” screen, click on the “Download CSV” icon. 3) A “File Download” pop-up box will prompt you to Open, Save or Cancel the file download. 4) Select “Open” if you wish to view the spreadsheet immediately. Select “Save” to name the file and specify the location where it will be saved. Click “Cancel” to exit the File Download box.

Customize Store

Store Information

Reports

There are several report types available for a Reseller. To access them, click on the “Reports” button and choose from the tabs displayed in the left-hand navigation pane.

Some reports can be downloaded as a CSV (Comma Separated Values) file. Should you choose to download the report data as a CSV, click the Download CSV File button.

Reseller Commissions

A “Reseller Commissions” report displays the commission paid or owed to each Reseller for the time period searched. The report also itemizes the order numbers from which the commissions were earned, order close dates, order totals, total fees (commissions) per order, whether the commission is to be paid automatically or manually, and the associated salesperson Ids (if any).

Please keep in mind that a commission may not be paid automatically for a number of reasons: if the Platform Administrator prefers to distribute commissions by alternate means, if the Reseller’s merchant account information is incorrect or incomplete, if the Reseller does not have a merchant account setup, or if the applicable merchant account is set to “Inactive.”

Creating a Reseller Commissions’ Report

1) Click the “Reports” button and select the “Reseller Commissions” tab from the left navigation pane. 2) Click the drop-down arrow to display the date ranges available. 3) Select a month/year combination from the drop-down menu provided, or determine your own date range by selecting, “By Date Entered.” 4) If “By Date Entered” is selected, specify the Starting Date and Ending Date for the report. 5) Click the “Report” button to generate the Reseller Commissions’ report for the designated time frame.

Sales Report

Sales Reports display sales data per period of time selected. Reports can be generated per month on the selected year. You can view two types of reports:

1) Sales by order for the selected month and year, or 2) Sales broken down by Associate for the selected month and year

Click the “Reports” button and select the “Sales Report” tab from the left navigation pane.

Order Aging Report

The “Order Aging Report” displays the orders by Vendor based on their age from time of order submission. The age breakdown includes 1 day, 2 to 3 days, or 4+ days old. The order number will display in the respective column: 1 day, 2 to 3 days, or Over 4 days.

Click an order number hyperlink on the “Order Aging Report” to display the orders’ details

Closed Orders Report

The Closed Orders Report displays the orders that have been closed within the specified time range.

Creating a Closed Orders Report

1) Click the “Reports” button and select the “Closed Orders Report” tab from the left navigation pane. 2) Click the drop-down arrow to display the date ranges available. 3) Select a month/year combination from the drop-down menu provided, or determine your own date range by selecting, “By Date Entered.” 4) If “By Date Entered” is selected, specify the Starting Date and Ending Date for the report. 5) Click the “Report” button to generate the Closed Orders Report for the designated time frame.

Sales Tax Report

Sales Tax reports are generated based on the applicable payment merchant account. If your eStore does not utilize a payment merchant account, then this Sales Tax Report is not applicable to you. However, if you do maintain a payment merchant account that accepts full payment for all or some of the orders placed on your eStore, then this report does apply to you.

Creating a Sales Tax Report

1) Click the “Reports” button and select the “Sales Tax Report” tab from the left navigation pane. 2) Select a time period from the drop down menu or select By Date Entered to enter your own start and end dates. 3) Select a payment merchant account using the drop down box.

The Sales Tax Report is broken down by State, County, City and Zip Code, and sub-totals and grand totals are calculated using the same breakdown. The date range for the report displays in the top left corner.

Viewing/Editing Store Contact Info Guide

To view or edit your store's contact information, follow these simple steps: Click on the eStore Manager button in the top bar. A navigation menu will appear on the left. On the left menu, select Customize Store. Enter the changes in the provided fields. Click on the Save Store Info button to save your modifications.

Customer Guide for eStore

When shopping in eStore, customers have the flexibility to choose between two options: 1. As A Guest: Customers can shop as a "Guest" . Simply browse the store, select items, and proceed to checkout. Shipping & billing details is required only during the checkout process. 2. With Account: For a more personalized experience, customers can create an account. Benefits include viewing order history and saving shipping/billing information for future purchases. To create an account, follow the account registration process during checkout or use the dedicated "Create Account" option.