NewHaven Software Wiki - User contributions [en]

ECMS Control Panel

2016-11-09T18:33:56Z

Msnyder:

[[Image:Dashboard_mini.jpg‎|thumb|Sidebar of the eCMS Dashboard. Clicking on the plus sign next to each heading will expand the options.]]
==Settings==
===Overview===
The Dashboard where you can see New Feature Release, Site Maintenance, and Quick Stats

===Options===
Options are where the majority of the site specific functions are set. These range from shipping and tax options, to site display options. For a detailed breakdown of the options, see the [[eCMS Options]] page.

===Shipping Tables===
Here you can setup and maintain site shipping tables. For a full explanation and example see [[ECMS Shipping Tables]].

===Shipping Groups===
Shipping Groups are used to further limit shipping options to specific groups of customers that meet the defined criteria, such as State, Country, or product purchase type.

===Tax Tables===
Tax tables allow you to setup tax rates for any state or city. For more information see [[eCMS tax tables]].

===Google Sitemap===
Create and edit a Site Map for submission to Google's [http://www.google.com/webmasters/sitemaps/login Site Map program].

===Google Base===

Creates an XML file that is manually uploaded to [http://base.google.com/base/help/sellongoogle.html Google Base].

If you have a '''Download Files''' link here, you have a Google Base XML file available for download. Click the link to get to the download page.

* Settings
** Feed Title
** Feed Description
** Feed Expiration
** '''Brand''' - product data field to use for Brand.
** '''Product Type''' - product data field to use for Product Type (category or top-level category is probably best).
** Department
** '''Use special pricing?''' - If a product is currently on special, selecting Yes will upload this price rather than the normal retail price.
* Select Products
** Include all active products '''OR'''
** Include selected products only.
* Email Notification Address
** You will receive an email at the address entered when the file is ready for download.

===ChannelAdvisor===
*Settings (all the settings can be left blank if you do not want to use them)
**Manufacturer:
*** If you use this field you can set it to the field that contains the manufacturer, some people like vitamin companies, would have a manufacturer set.
**Manufacturer Number:
*** Set to the field that contains this info, usually set to sku.
**Brand:
*** Some people have their brands set as their categories, in this case you'd select the category, otherwise whatever field contains this information.
**Use special pricing?
*** Yes or No - If a product is on special and 'No' is selected above, the retail price will be included in the ChannelAdvisor Data Feed.
*Select Products
**Include all active products
***Include all active products - meaning all products that are not set as inactive.
**Include selected products only
***Include only the products you select below in the datafeed.

Once the feed is set, it will update once a day and can be accessed using the URL that will appear on the bottom of the page once you click the Submit button under the "Pick Up Data Feeds" section.

===SingleFeed===
* Settings
** Category: How you want your products categorized by SingleFeed. Usually the category or top-level category.
** Manufacturer: You may have this data from your vendor.
** Keywords: Keywords you want associated with this product in SingleFeed's data.
** UPC, Model/Part Number, ISBN, Department, Color, and Size: All these can be uploaded if they are contained in one of your custom fields.

* Select Products
** Choose from all active products, or select a limited list.

You will be provided with a link to your file in [[SingleFeed_file_format|this format]]. Please allow 12-24 hours for the initial file to be created.

===Suggested Search===
This allows you to view and modify terms for the '''Suggested Search''' feature.

'''Note:''' You may need a template upgrade in order to use this feature.

To enable this feature Options >> Display Options >> Search Options >> and select '''Would you like to enable the suggested search feature?''' For more info on enabling this feature please see [[ECMS Suggested Search]].

===URI Redirects===

This allows you to create URI redirects for your store pointing old/outdated URIs to their updated locations. The import file contains two columns - the first with the "From" URI, the second with the "To" URI.

* Import URI Redirects
** Choose File
** '''Type''' - the file can be comma-, tab-, or pipe-delimited.
** Character set (leave at the default).
** Notification email
* Export URI Redirects
** '''Export Active Redirects''' - exports a file containing all active redirects set up for your site via this process.
** '''Export Expired Redirects''' - exports a file containing redirects set up via this process that are more than 30 days old (and are therefore expired).

===Delete Store===
This will delete your store. You will probably want to avoid clicking this option.

===New Features===
New Features to eCMS will be listed here, including features, templates, and services.

===Launch Checklist===

==Design==
===Template Tags===
Template tags offer you an easy way to change the content of your pages, as well as the content of your communications to your customers. [[Image:Template_tags.jpg|thumb|Image of Template Tags. Clicking on any of the links will show you the available template tags.]]

See [[Custom Template Tags]] for additional information on how to setup and use custom template tags.

===Template Library===
This is where all of the templates for your site are. Templates use [http://www.smarty.net/ Smarty] and [http://www.w3schools.com/HTML/ HTML] to control all of the visual elements of your site. For more info see [[ECMS Templates]].

===Image Library===
This is where all of the images for your site are uploaded and stored. Site images will be available at http://yoursite.com/images/. The options are:

Mass Image Upload | Single Image Upload | Assign Product Images | Publish All Images | Mass Publish Images | Backup Images 

*'''Mass Image Upload''' -- Use this option to upload a .zip file of images used for the site or products. There are two options as follows:
**'''Upload Product Images''' -- Use this option to upload a .zip file containing product images (thumbnails, large, and pop-up).
**'''Upload Site Images''' -- Use this option to upload site images for things like headers, backgrounds, etc. Site images will be available at http://yoursite.com/images/
*'''Single Image Upload''' -- Use this option to upload single site image. (Not used for product images.)
*'''Assign Product Images''' -- Use this option to assign products to images you have uploaded using the Mass Image Upload >> Upload Product Images.
*'''Publish All Images''' -- Use this option to publish '''all''' images to your live site. ''Images that are upload are only available in staging until you have publishes them.''
*'''Mass Publish Images''' -- Use this option to selectively publish multiple images to your live site at once. ''Images that are upload are only available in staging until you have publishes them.''
*'''Backup Images''' -- Use this option to create a .zip file of all of your images for download to your local computer.

You can also assign product images for one product at a time by going to Inventory >> All Products >> (click on the product name) >> Product Display >> Images.
===File Library===
You can upload files for use/download on your site here. Some examples are .js files for additional JavaScript functionality, PDF files for download, Flash Videos for streaming movies, etc.

The options are as follows:

Upload File | Publish All Files | Mass Publish Files | Backup Files 

*'''Upload File''' -- Use this option to upload a file to your site.
*'''Publish All Files''' -- Use this option to publish files to your live site. Published files will be available at http://yoursite.com/downloads/
*'''Mass Publish Files''' -- Use this option to selectively publish multiple files at once to your site. Published files will be available at http://yoursite.com/downloads/
*'''Backup Files''' -- Use this option to create .zip backup of all the files on your site.

===Generic Forms===
Generic forms are used to collect specific information from a customer when one of the standard forms, such as the catalog request or contact form, cannot be used. Add, remove, and edit your generic forms here.

==Inventory==
[[ECMS Product Types| Click here for more information on the eCMS product types]]
===Edit Categories===
Here you can manage your categories. To edit a category just click on the category name. The two options are:

Add Category | Delete Category

*'''Add Category''' -- Use this option to add new categories to your site.
*'''Delete Category''' -- Use this option to delete categories from your site.

If you click Expand All you can view all of your sub-categories. Collapse All will close all of the sub-categories and only display your parent categories.

[[Image:Cat_adjust_order.jpg|frame|right|Adjust product order.]]You can adjust the order the categories display on your site by changing the numeric values in the Adjust Order column. For example, in the image notice the one in the last row instead of a six. If you click submit this category will now display first.

===All Products===
[[ECMS Product Types| Click here for more information on the eCMS product types]]

Add, remove, and edit your Products here. You can edit an existing product by clicking on it's name. The options are as follows:

Add Product | Copy Product | Delete Product | Product Search | Product ID Finder

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.
*'''Product ID Finder''' -- Use this option to display a list of products by Name, SKU, and Product ID.

===Products By Cat.===
In the product by category listing you are able to view, edit and remove products and sub-products from your store. Not only can you view your products, but you can manage the order in which your products and sub-products are displayed within their category the same way you can adjust the order of [[ECMS_Control_Panel#Edit_Categories|categories]].

Add Product | Copy Product | Delete Product | Product Search

*'''Add Product''' -- Use this option to add additional products to your site. '''Note:''' Products added manually will not be present in CMS. You should usually add products in CMS and then upload them to the web.
*'''Copy Product''' -- Use this option to copy a product. '''Note:''' Images and electronic download information will not be copied.
*'''Delete Product''' -- Use this option to delete a product. '''Note:''' This will not delete a product from CMS.
*'''Product Search''' -- Use this option to search for a product by SKU, name, or type.

===Product Search===
Search with product name or sku or select the type of product you would like to view.

===Refined Search===
Create custom search options to allow your customers to find the products quickly.

===Category Filter===
Allow customers to narrow down the list of products in a category by selecting options from drop-down boxes.
* Create the filter options here.
* Set the keyword for each option via:
** Individual product editing page. '''OR'''
** eCMS Product Import.
* This can be done to create a custom grouping of semi-related products where a single sub-category is not a good fit.

===Custom Product Forms===
Custom product forms allow you to associate additional information with your products as well as adjusting the price. When this product is picked up by CMS the information in this form will be in the notes field.

'''NOTE''':
* Changes to Custom Product Forms are live. There is no staging for these forms. It's best to design the form completely before associating with a product.
* You need to have the following smarty code where you'd like the form to show up. Generally in the product.tpl or the default_product.tpl files: <source lang="smarty">{include file="custom_form.tpl"}</source>

==== Add a form ====
* Click '''Add Form'''
* On the next page enter a name for this form in the '''Form Name''' field
* Click '''Add New Form''' - you will be taken to the form page

Here you can add the fields you would like to have on the product page (see below for more details on form fields). Once you finish adding the form fields you'll need to associate products with this form.

==== Product Selection ====
* Click '''Product Selection'''
* On this page select the products that should be associated with this form
* Click '''Submit''' when finished

====Form Fields====
=====Subheading=====
* '''Subheading Text:''' Brief text to describe a section
=====Blank Line=====
* Used as a spacer in the form, adds a blank line
=====Text Field=====
* '''Label:''' A label for this text field
* '''Size of Text Field:''' How large the text field will be
* '''Maximum Length of Text Field:''' The maximum number of characters the text field can hold
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''Letters only:''' Will only validate alphabetic characters, no numbers/symbols/spaces
** '''Numbers only:''' Will only validate numbers, no alphabetic/symbol/space characters
** '''Letters and Numbers only:''' Will validate alphanumeric characters, no spaces
** '''Sentence:''' Validates any alphanumeric text including spaces and symbols. Basically if you want a combined first/last name field, or an Address1 field, those are considered "sentence" fields.
** '''Paragraph:''' Validates any alphanumeric text including spaces, symbols, and multiple lines.
** '''Money:''' Will validate numeric values with a decimal place. No symbols.
** '''Web Address:''' Will validate a URL, http://www.example.com to just example.com
** '''E-mail Address:''' Will validate email addresses
** '''Phone Number:''' Will validate phone numbers
** '''Zip Code:''' Will validate a zip code including zip+4
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.

=====Radio Buttons=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Radio Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the radio options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Radio Option when the form is loaded this option will start selected.
=====Text Area=====
* '''Label:''' A label for this text field
* '''Number of Columns:''' How wide the box will be by the number of characters to display. I.E. a value of 30 will be a box 30 characters wide.
* '''Number of Rows:''' How tall the box will be in rows. I.E. a value of 4 will allow for 4 lines of text.
* '''Is this a required field?:''' Make the field required
* '''How should this field be validated?:''' Select the proper validation based on the following list.
** '''See Text Field Validation above for a description'''
* '''Default Field Value:''' The fields starting value, keep this blank if no default value is needed.
=====Multiple Checkboxes=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the checkbox options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially checked, enter the same name as the desired Checkbox Option, one per line, when the form is loaded these options will start checked.
=====Single Checkbox=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Checkbox Option:''' The value of this check box
* '''Price Adjustments:''' Enter a value that will dynamically adjust your product price. Enter the value like '''+1.00''' to add a dollar to the price, or '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' If you want this box checked by default enter the same name you entered in Checkbox Option above, otherwise leave this blank.
=====Drop Down Box=====
* '''Label:''' A label for this field
* '''Is this a required field?:''' Make the field required
* '''Drop Down Options:''' A list of options to display, one per line
* '''Price Adjustments:''' A list of options, one per line, corresponding to the drop down options entered above that will dynamically adjust your product price. Enter the values like '''+1.00''' to add a dollar to the price, and '''-.050''' to subtract 50 cents from the price.
* '''Default Value:''' Which of the above options should be initially selected, enter the same name as the desired Drop Down Option when the form is loaded this option will start selected.

===Product Discounts===
Product discount tables allow you to control the number of items you offer at a discount, the discount price, and / or the percentage adjustment you desire to grant your customers who purchase the items identified within your discount table. Remember, you will need to create a product group to associate with each discount table. A video on this is available on our [http://www.youtube.com/watch?v=7OsgEPA04NQ YouTube Video Page].

There are three links at the top of the '''Product Discounts''' page:

* '''Add Discount Table''' - This option will take you create a new '''Discount Table'''. Here you can add the discount that you want to apply and the rules for the discount.
* '''Edit Product Groups''' - This option will allow you to edit '''Product Groups'''. Here you can add/modify the items you want to the discount to be applied to.
* '''Import Discount Tables/Product Groups''' - This option allows you to import a list of products or groups to apply discounts to in bulk.

[[eCMS Product Discounts| Instructions and examples of eCMS Product Discounts.]] A video on this is also available on our [http://www.youtube.com/watch?v=7OsgEPA04NQ YouTube Video Page].

===Product Reviews===
View pending product reviews that have not yet been approved for display on your site.
* If you are configured to auto-approve product reviews (under '''Settings->Options->Product Review Options'''), reviews will never show up under this section.

===Product Import===
The Product Import is used to import new products to your eCMS store, or update existing products. This can be useful to add information fields that are not currently a part of CMS, such as meta data fields. [[eCMS_Product_Import|This page]] covers the product import in much greater detail.

===Category Import===
The Category import can be used to import new categories into eCMS, or to update information in existing categories (for example, meta title/description information).

A few details:
* URLName is used if you want to be able to link to the category by a named URL instead of /category/<catID> (for example, using /category/dogfood). The field should contain only the name, without any slashes or other directory information ('dogfood', in our example), and must be a unique name in that store. '''Spaces are prohibited!''' (Underscores or hyphens are fine)
* Either Name or ID must be present. If using Name, the full category "tree" must be present in this format: Main~SubCat~SubCat2~...FinalCat.

====Running the Category Import====
# Click Inventory->Category Import.
# Browse to the file you want to import.
# Set the notification email and click Submit.
#* If you get a response other than "thanks for the file, we'll email you when it's done", your file has a formatting error. Double-check your file and try again.

===Category Export===
This category export will export your categories in a format that is immediately importable into eCMS. There are no options for category exports other than the [http://en.wikipedia.org/wiki/Delimiter delimiter] type (comma, pipe, or tab) and what email you would like to be notified at once the export had completed.

===Inventory Control===
Manually add and remove product inventory counts. You can also upload a comma delimited inventory list, if you wish.

====Inventory Control Import File====
This is a comma-separated file with two columns; SKU and inventory count (no header row). For example:
<pre>
'0002-1',10
'0002-2',15
'0002-3',20
'0003',50
'T-SHIRT',100
</pre>
To run the inventory import:
# Browse for the file.
# Enter your email address (you will receive a notification email when the import is complete, including any errors received).
# Click Submit down at the bottom of the page.

===Price Categories===
Price categories allow you to set the price you want to extend to your customers associated to promotion codes or customer groups. This section allows you to add new price categories or delete existing ones.

===Subscription Products===
View subscription products and place subscription orders for appropriate products.

===Vendors===
Add your products's vendors so that they will be notified via email when orders are placed for any of their products.

===Recipes===
Manage your Recipes and Recipe Categories to give your customers delicious ideas for your products.
# Add one or more recipe categories.
#* (These are different from product categories!)
# Add the recipe, filling out any of these fields as applicable:
#* Title
#* Category (select one or more)
#* Image (optional)
#* Ingredients
#* Instructions
#* Products from your site used in this recipe.
# Submit the recipe when complete.

Although this is designed for food products and items, it could also apply to items assembled using hardware components from your site.

===Gift Certificates===
Use this to create a list of gift certificate codes of a specific value. You can then manually email these codes to customers or use them for your own pre-printed gift certificates.

* Value
* Days Available (0 for unlimited)
* Quantity Needed '''OR'''
* Import File (import a text file with one gift code per line instead of putting a quantity)
* Log Note (for your reference)

After clicking Create Gift Certificates, the page will refresh with a link for you to download a file containing the gift certificate codes.

==Customers==
===Search===
Search for customers who have purchased from you before (not necessarily members) by email address, first name or last name. To change the customer groups one of the resulting customers belongs to:
* Check the '''Add''' box for that customer's record in the top section.
* Check the '''Add''' box for each group you want to add the customer to in the bottom section.
* Click Submit.
To add or remove customer groups from just one customer, it will be quicker to just click on their email address. This brings up a popup window with Remove (for current groups) and Add (for other groups) checkboxes.

===Groups===

For a detailed example see [[Promo Codes|Examples of using Customer Groups/Promo Codes.]]

===Members===

For a detail example see [[eCMS Members|What is the members section?]]

[[Image:Options_member_options.jpg|thumb|Here you can set various member options.]]
You can set various member options in '''Options >> Member Options'''. These include:

*Would you like to require approval before a customer can become a member? -- If set to '''Yes''' then you will need to approve all members by going to '''Customers >> Members'''. If set to '''No''' then all members will be auto-approved.
*What is the to address to inform you of a new member request? -- What email address would you like to receive new member request at.
*What is the from address for the email that notifies your customers once they are approved? -- The address you would like to have reply to member approvals with. Can be the same email address as the new member requests.

'''Reminder Service: you must edit the email message in reminder_service_email.tpl and enter the subject and from email below.'''
*What is the from address for the member reminder service? -- What email address you would like to use to send out reminders to members.
*What is the subject of the reminder service email? -- Subject for the reminder email.
'''Reminder Service Default Events'''
*Add New Reminder Service Event: -- Select the name and date of your reminder/event.

'''Note:''' You can allow only members to use payment options other than credit cards by going to '''Options >> Payment Options >> Payment Options >> Only allow members to use payment methods other than credit card'''. In order to prevent a customer from abusing this you may want to use this option only if you require members to be approved first.

For a detail example see [[eCMS Members|What is the members section?]]

===Wishlists===
Search for customer wishlists by customer last name or zip code.

==Orders==
===Pending===
View and export all pending orders. If you have orders that have yet to be downloaded into CMS they will be displayed here. Also, if you move orders from search back to pending they will be available here. You can click on any order to view the order details.
====Export Type====
You can also change the export type if you need to manually download orders. The export type should be '''CMS''' or '''Automatic CMS'''. Sometimes for troubleshooting it is necessary to change the export type to PDF or to manually download the XML. Be aware that downloading the orders outside of CMS will display credit cards in plain text and will likely put you in violation of [[PCI_Compliance| PCI]].

===Search===
Here you can search for previously placed orders. You can search by:

*Order ID - Supply the Order Number.
*Date Ordered - Use the Date Range (mm/dd/yyyy) to search for orders.
*Ship On Date - Use the Date Range (mm/dd/yyyy) to search for orders.
*User's Last Name - Use the User Last Name to search for orders.
*User's Email Address - Use the Users Email Address to search for orders.

===Gift Certificate Emails===
Any pending emails for digital gift certificates will be displayed here.

===Catalog Requests===
Any catalog requests that have yet to be downloaded into CMS will be displayed here.

==Wholesale==

===Orders===
Shows a list of all unprocessed (pending download) wholesale orders, and gives the option to download/export them.

===Approve Wholesalers===
List of companies have requested access to the wholesale section. View their information by clicking on the company name.
* '''Approve wholesalers'''
*# Check the "Approve" box on the wholesaler's record.
*# When you have checked off all the wholesalers you want to approve, click the Submit button at the bottom of the page.
* '''Pending wholesalers''' will remain on this list until they are deleted.

===Search Wholesalers===
Search for wholesalers by:
* Company name
* Email address
* Contact last name
* State
* Active/inactive wholesaler status
* New wholesaler requests

===Shipping===
Create and edit shipping tables specific to your wholesalers' site. These are created the same way as your site's [[ECMS_Shipping_Tables|standard shipping tables]], but apply only to wholesale customers logged into the wholesale site.

==Marketing==

===Meta Tags===
Meta tags are not seen by your visitors but are used to help search engines classify your site. Your site should have at least the default set of Meta Tags. If you have the '''dynamic meta data''' ('''Options >> Display Options >> Catalog Options''') feature enabled your site will display category and product descriptions as the meta data unless you specify specific meta data for those fields. For a more detailed explanation see the [[SEO]] page on this.

You can setup multiple sets of meta tags for use with the Gateway Pages option below.

===Gateway Pages===
Create a gateway page with its own meta information set that points to a specific area of your site. This can be used to help direct search engine keyword traffic to a particular area, or to create marketing URLs associated with a particular advertising campaign to track the campaign's effectiveness through reports.

===Email Campaigns===

Email campaigns provides a way to create, manage, and organize email 'blasts'. For full documentation read the [http://webapps/wiki/images/2/2f/EmailBlasts.pdf pdf]

==Reporting==
===Benchmark===
Use this report to find out how your store compares to other stores using CommerceV3 in regard to:
* Conversion rates (number of orders compared to site visits).
* Cart abandonment (number of sessions where product[s] are added to cart but checkout is not completed).
* Email blast conversion rate (number of email links clicked compared to number of emails sent).

===Bot Tracker===
Tracks which pages are being visited by these major search engines, and how frequently:
* Google
* Yahoo
* MSN
* Ask.com

===Cart Abandonment===
These reports track trends in cart abandonment. They can help you make changes to your site to minimize the number of people who are leaving your site before making a purchase. The definition of a cart abandoner is a visitor who adds at least one item to the cart but does not place an order.

===Catalog Requests===
Track catalog requests by day, month, or year. This can show you when you are your busiest, when you should plan marketing efforts, and when your holiday season begins and ends.

===Comparatives===
Compare current year's values to those from the previous year:
* Visitors
* Orders
* Revenue
* Average order amount

===Email Bounce===
Displays a line item for each email blast showing the number of emails sent and the number that bounced as undeliverable.

===Gateway Pages===
View the referring domain or Media Code, number of catalog requests, number of visits, orders, Sales Avg. $ per Visit, average Dollar amount per Order, and last visit by date for each of your Gateway Pages (configured under Marketing).

===Gift Certificates===
Use this report to track usage and issuance of gift certificates.

===Incentive Programs===
====Affiliates====
[[Image:Ecms-affiliate-setup.JPG|thumb|left| Setting up an Affiliate]]
Affiliates are a way to track affiliate sales through click-throughs and allow other companies or people to receive a commission for sales they generate. Affiliates are tracked through an 'affiliate code' tacked to the end of a URL. For example, if you have an affiliate named 'getpaid' then the URL would be http://www.your-site.com?a=getpaid. You would instruct your affiliates to append '?a=getpaid' to any link to your site. All hits would then be tracked and you can view reports to see how much, if any you traffic your affiliates generate for you and pay them appropriately.

From your eCMS control panel expand the Reporting section and click on Affiliates. Then click on the "Add Affiliates" link at the top of the page and fill out the appropriate information.

*Affiliate or Program Name: Pick a unique name for this affiliate.
*Affiliate Code (used in url): This will be code on the end of the URL (http://your-site.com?a=code). Use alpha-numeric *characters to make it(a-z 0-9)easy.
*Email of Report Recipient: Who do you want to receive a copy of the report?
*Commission Rate: This is a numeric value expresses as either a flat rate dollar amount per sale, or a percentage of the total sale without tax and shipping.
*Send Monthly Email Report?: Check yes to enable this. An email will then be sent to the email addressed supplied above.
*Web Address: Affiliate's web site.
*Check Payable To: Payee
*Address 1: Address of Payee
*Address 2:
*City:
*State:
*Zip:
*Country:
*Phone:
*Affiliates can have access to their commission and statistics for the last 12 months. All you need to do is give the affiliate a password and send them to http://yourdomain.com/affiliate.
*Affiliate Section Password: If you want the affiliate to be able to login to your site and view their statistics then supply a password for them.
*Retype Affiliate Section Password:

If you have a link on your site for people to apply to be an affiliate of yours, you can manage those applications from '''Reporting >> Affiliates >> Approve Affiliates'''.

For an example of what your customer would see ->

http://www.yourstore.com/affiliate_register

Review and approve, assign an affiliate code, assign commission rate, or deny (delete) the applications from this screen.

===Opt-Out===
Displays a line item for each email blast showing the number of emails sent and the number of recipients that clicked an opt-out link.

===Order Detail===
View line items ordered on all site orders in the date range entered.

===Product Aging===
Shows all products in order of last update, with "stalest" products starting at the top of the list. This helps you find products that have not been updated in a long time so you can keep your product list up-to-date with your latest changes.

===Referrers===
Shows the amount of site traffic in the specified date range, grouped according to the referring URL (could be a search engine or an affiliated page):
* Catalog requests
* Visits
* Orders
* Sales
* Average dollar amount per visit
* Average dollar amount per order
* Last visit

===Revenue===

* The amounts used in the report are total order amounts
* Total order amount will include adjustments, discounts, shipping, etc.
* The report will also include free products however, it will not affect the money total

===Sales Rank===
Use to identify the best selling items in your inventory. This tool is useful to not only see where you are making money but also to find which items need attention in order to improve their ranking.

===Search Engine Placement===
This feature allows you to view the Google and Yahoo! search engine placement for you and several of your competitors. To set up this report:
# Add the keywords you want to check against the two search engines.
# (Optional) Add one or more competitors you want to check your ranking against.
The report runs nightly, so your updated statistics will be available each morning for review.

===Search Terms===
See what people have searched your site for using the built-in search functionality.

===Square In. Analyzer===
The square inch analyzer's primary function is to help you identify the items in your store that are under or over performing, and with that information make changes to increase your item's sales performance.

===Tell a Friend===
Show a list of products that customers have shared with friends using the Tell A Friend link on the product's page. This can show you which products are popular and help you decide which products to market.

===Visits===
Show graphs of site visits per day, month, and year.

===Wishlist Products===
Show a list of products that have been added to customer wishlists, and how many lists they are a part of.

==Help==
===Register for Training===
===Training Videos===
===Message Board===

ECMS Options

2016-11-09T18:33:30Z

Msnyder:

==Overview==
This section contains most of the selectable site configuration options.

==Admin Options==
* '''Would you like to replace multi-select boxes for products and categories with a search?''' If selected, this will change your eCMS admin area so that all product and category selection boxes are replaced with a search function instead. This might be useful if you have a huge number of products (too many to scroll through conveniently) and you would frequently be searching on the product name or SKU instead.
* '''Would you like to append this store's name to the exports it generates (Google Base, orders, catalog requests, products, backups)?''' You may find this useful if you have multiple eCMS stores; otherwise, each exported file will have a generic name by default (product_export1.csv for example).
* '''What should the batch size be for downloading orders?''' You can leave this set as-is. This limit on the number of downloaded orders per batch does not apply to CMS.

==Cart Abandonment Options==
* '''Would you like to send follow-up emails to users who have started but not finished the checkout process?''' Enabling this option will email customers who abandon a checkout process after entering their email address but before actually submitting the order.
* '''How many days would you like to wait before sending the email?''' The email will be sent out after at least this number of full days have passed, at 10am Eastern Time on the first available day. If the order was abandoned at 12 noon Eastern on Monday, and you are set to wait 2 days to send the email, the email will go out at 10am Eastern on Thursday (since waiting 2 full days would run past Wednesday's morning email).
** The length of time here should be less than the time listed for session length under [[ECMS_Options#General_Store_Options_and_Information General Store Options and Information]].

==Display Options==
===Catalog Options===
This section covers product and category display options.
* '''Choose the way products are displayed in categories:''' Choose whether you want category pages to display full product information or just links to the products (which would give a cleaner product page but force the customer through an extra click).
* '''Choose the way products are sorted in categories:''' Products can be sorted in any of the manners specified here, or you can specify a custom sort order under Products By Cat.
* '''Choose the way sub products are sorted:''' Use any option or specify your own Display Sequence under the parent product's View Sub-Products link.
* '''Choose the way product attributes are sorted:''' Use any option or specify your own Display Sequence under the parent product's View Attributes link.
* '''Would you like the sub-category products to be available on the parent category page?''' Turning this on will, for a given category page, show ALL products within all sub-categories (rather than requiring the user to drill down the subcategory tree to find their specific product). Per the warning message, this can and will slow down the display of this page, especially for very large categories.
* '''Would you like all the category's products to be available on the product page?''' This may also slow down site rendering for large categories.
* '''Would you like to use interactive pricing? (dynamically show the correct price based on the quantity selected)''' This uses Javascript to change the price on various pages depending on the quantity selected (as soon as the user changes the number of products, the price automatically updates to reflect the full price).
* '''Would you like to use dynamic meta data for products and categories?''' Select this option if you'd like to substitute individual meta data for specific products and categories, rather than the default.
* '''Choose the way recently viewed products are sorted'''
* '''Would you like to use a "~" to separate the product and category in the product page URL instead of the folder structure?'''
* '''How many days would you like to display newly created products in the "What's New" category (to view go to www.yourdomain.com/category/n)?''' "What's New" is a special category that displays newly-added products.
===Checkout Options===
* '''Choose the type of checkout:'''
** Quick Checkout allows only a single recipient and has shipping and billing information on a single page.
** Advanced Checkout allows multiple recipients, but adds a couple of extra steps to the checkout process.
** Trial Checkout
* '''For advanced checkout, where would you like to map products to recipients?:''' This controls whether individual recipients' products are assembled together one-at-a-time as they are added to the shopping cart, or all at once during checkout.
* '''For advanced checkout, would you like the Checkout Summary (checkout_display.tpl) to be displayed?:''' This intermediate page comes between the shipping and billing information pages.
* '''Choose the way sub-products are added to the cart:''' Sub-products can either have their own individual Add-to-Cart buttons, or they can have a single Add-to-Cart button for the entire parent product with individual quantity boxes for each sub-product.
* '''Choose the way additional products are added to the cart:''' This works identically to the sub-product option.
* '''Choose which field you would like to use to describe products in the checkout:''' Your store's internal product name may be an abbreviated description best used on an invoice or packing slip. The description header can substitute a more user-friendly text.

===General Store Options===
* '''Choose the type of currency:''' Currently-available options include dollars, pounds, or euro.
* '''Choose "Page Not Found" template:''' This template is where customers will land when they try to access a page that does not exist on your site.
* '''Choose the type of site map display:''' Controls the look of your sitemap.
* '''Would you like to display invisible categories on the site map?''' Invisible categories are often hidden from customer view because they may be undergoing testing and are not ready for purchase yet.
* '''Would you like a customer's customer groups to be available to the templates?''' See customer groups for more information.
* '''What page(s) would you like the featured products to be available?''' Controls where products tagged as 'featured' show up.
* '''What page(s) would you like the new products to be available?''' Controls where products tagged as 'new' show up.
* '''What page(s) would you like the product specials to be available?''' Controls where products tagged as 'special' show up.
* '''What page(s) would you like the featured categories to be available?''' Controls where products tagged as 'featured' show up.
* '''Would you like to include product reviews for featured products, new products, and product specials?'''
* '''Choose and order products to display for best sellers:''' Select which products display as "Best Sellers", and in what order.

===Search Options===

==Email Blast Options==
'''How many emails can be sent to a user before they are considered unresponsive?''' Use this field to control how many unanswered emails will be sent to a user before the are considered unresponsive and removed from the email list.

==General Store Options and Information==
'''How long would you like sessions to be available?''' Select the length of the users [http://en.wikipedia.org/wiki/Session_management#Web_server_session_management session]. This will determine how long they stay logged in, how long items stay in their cart, and various other items. The recommendation is 48 hours.

'''The web service id for this store is xxxxxxxxxx. You can view information about the web service here. ''' This is the 'web service id' that you will need to use the CV3 webservice.

==Gift Certificate Options==
* '''Gift Certificate Options'''
** '''Would you like to delay the sending of gift certificate codes until you verify credit cards? Yes No''' Select whether you would like to send the gift certificate code with the order confirmation or wait until the credit card has been verified.
** '''How much is your service fee? percentage annually flat amount annually''' You can lower the value of an outstanding gift certificate by a given amount or percentage. For example, if a user has a $50 gift card you may want to charge a 5% fee annually which would reduce that balance to $47.50.

* '''Smart Transaction Systems Gift Certificate Processor'''
** '''Would you like to process gift certificates with the Smart Transaction Processor by Smart Transaction Systems instead of using the CV3 gift certificate program? Yes No'''
** '''Would you like to create gift certificates with the Smart Transaction Processor by Smart Transaction Systems instead of using the CV3 gift certificate program? Yes No'''
*** '''Merchant Number'''
*** '''Terminal ID'''

* '''Valutec Gift Certificate Processor'''
** '''Would you like to process gift certificates with Valutec instead of using the CV3 gift certificate program? Yes No'''
*** '''Terminal ID'''
*** '''Server ID (Cashier ID)'''

* '''ArrowEye Solutions Gift Card Program'''
** '''Would you like to create gift certificates with the ArrowEye Solutions greeting gift card program? Yes No'''
** '''If so, what is the product id for the product you would like to use to add the gift card to your cart? Product ID Finder'''
** '''If so, what is the product id for the product you would like to use to add the greeting card to your cart? Product ID Finder'''

* '''WTG Gift Card Services'''
** '''Would you like to process gift cards with WTG instead of using the CV3 gift certificate program? Yes No'''
*** '''Merchant ID'''
*** '''Username'''
*** '''Password'''

==Gift Wrap Options==

==Google Checkout Options==

==Inventory Control Options==

==Member Options==

==Notify Customer Options==

==Order Options==

==Order Management Software==

==Payment Options==

==Product Review Options==

==Reporting Options==

==Security Options==

==Shipping Options==

==Tax Options==

CV3/Rackspace Email Hosting

2016-06-06T16:53:00Z

Msnyder:

==Overview==
This is a collection of information to help you use and manage your email accounts provided with your CommerceV3-hosted website.

==Server settings==
These settings will need to be added to whatever program you use to access email (Outlook, Outlook Express, Thunderbird, Mail, etc.)
* '''Incoming mail server (POP):''' secure.emailsrvr.com (port 995, SSL-enabled)
* '''Incoming mail server (IMAP):''' secure.emailsrvr.com (port 993, SSL-enabled)
* '''Outgoing mail server (SMTP):''' secure.emailsrvr.com (port 465, SSL-enabled)
** ''Some service providers may block port 465 from working on your network. If this is the case, alternate ports are 587 and 8025.''

==DNS configuration changes==
These changes will need to be added to your domain's DNS server(s), often hosted at your domain registrar or at CommerceV3. If you don't know where your DNS servers are located, please [mailto:ecms@newhavensoftware.com contact us] or have your technical representative do so, and we can assist.
==='''MX records'''===
* mx1.emailsrvr.com (TTL 900)
* mx2.emailsrvr.com (TTL 900)
==='''TXT record'''===
v=spf1 include:emailsrvr.com ~all

==Websites==
Webmail allows you access to your email anytime and anywhere you have access to the Internet with a standard web browser.
==='''Web access to email'''===
http://webmail.commercev3.com (redirects to https://commercev3.mymailsrvr.com/index.php)

==='''Email administration control panel'''===
Each domain has its own dedicated administrator account; this account's details were provided to you when your email accounts were first set up. If you do not have this information or have lost/forgotten the password, please [mailto:ecms@newhavensoftware.com email us] and we can help you recover it.

https://cp.rackspace.com

==='''Email Setup Assistant'''===
[https://help.emailsrvr.com/ Email Admin Control Panel and Webmail Help]

==Sending Mass Emails==
Any email sent from your domain's personal mailboxes (whether your own account or a general one such as ''info@mydomain.com'') can go to a maximum of 249 recipients at once. This restriction is imposed by Rackspace as their terms of service specifically prohibit the sending of bulk mail from the standard mail servers. Identical or extremely similar emails sent to 250 or more addresses are considered bulk email, and not allowed as it could cause the mail servers themselves to be throttled or blacklisted by external providers (Gmail, Yahoo, Hotmail, AOL, etc.). If you need to send out newsletters or other emails to large groups, you will need to either send them as an email blast, or use a different service provider altogether.

You can read more about the Acceptable Use Policy here: [http://www.rackspace.com/apps/aup Rackspace Email AUP].

For more information on sending email blasts: [[Email_Blasts|CV3 Email Blasts]]

CV3/Rackspace Email Hosting

2015-11-11T20:37:33Z

Msnyder: /* Sending Mass Emails */

==Overview==
This is a collection of information to help you use and manage your email accounts provided with your CommerceV3-hosted website.

==Server settings==
These settings will need to be added to whatever program you use to access email (Outlook, Outlook Express, Thunderbird, Mail, etc.)
* '''Incoming mail server (POP):''' secure.emailsrvr.com (port 995, SSL-enabled)
* '''Incoming mail server (IMAP):''' secure.emailsrvr.com (port 993, SSL-enabled)
* '''Outgoing mail server (SMTP):''' secure.emailsrvr.com (port 465, SSL-enabled)
** ''Some service providers may block port 465 from working on your network. If this is the case, alternate ports are 587 and 8025.''

==DNS configuration changes==
These changes will need to be added to your domain's DNS server(s), often hosted at your domain registrar or at CommerceV3. If you don't know where your DNS servers are located, please [mailto:ecms@newhavensoftware.com contact us] or have your technical representative do so, and we can assist.
==='''MX records'''===
* mx1.emailsrvr.com (TTL 900)
* mx2.emailsrvr.com (TTL 900)
==='''TXT record'''===
v=spf1 include:emailsrvr.com ~all

==Websites==
Webmail allows you access to your email anytime and anywhere you have access to the Internet with a standard web browser.
==='''Web access to email'''===
http://webmail.commercev3.com (redirects to https://commercev3.mymailsrvr.com/index.php)

==='''Email administration control panel'''===
Each domain has its own dedicated administrator account; this account's details were provided to you when your email accounts were first set up. If you do not have this information or have lost/forgotten the password, please [mailto:ecms@newhavensoftware.com email us] and we can help you recover it.

https://cp.rackspace.com

==Rackspace user guides==
[http://cdn.emailsrvr.com/Support-EmailAdministrativePanelGuide.pdf Email Admin Control Panel Guide]

[http://cdn.emailsrvr.com/Support-EmailWebmailGuide.pdf Webmail User Guide]

==Sending Mass Emails==
Any email sent from your domain's personal mailboxes (whether your own account or a general one such as ''info@mydomain.com'') can go to a maximum of 249 recipients at once. This restriction is imposed by Rackspace as their terms of service specifically prohibit the sending of bulk mail from the standard mail servers. Identical or extremely similar emails sent to 250 or more addresses are considered bulk email, and not allowed as it could cause the mail servers themselves to be throttled or blacklisted by external providers (Gmail, Yahoo, Hotmail, AOL, etc.). If you need to send out newsletters or other emails to large groups, you will need to either send them as an email blast, or use a different service provider altogether.

You can read more about the Acceptable Use Policy here: [http://www.rackspace.com/apps/aup Rackspace Email AUP].

For more information on sending email blasts: [[Email_Blasts|CV3 Email Blasts]]

CV3 Admin

2015-08-05T20:30:46Z

Msnyder: Created page with '=2015 Updates= This is a brief summary of the changes made to the CV3 admin in August 2015. If you are unable to find the section of the admin you need below, or have any questi…'

=2015 Updates=
This is a brief summary of the changes made to the CV3 admin in August 2015. If you are unable to find the section of the admin you need below, or have any questions, please email us at [mailto:ecms@newhavensoftware.com ecms@newhavensoftware.com].

==Settings==
===Options===
This section is still being fleshed out. Specific, frequently-used sections are listed below.
* Cart Abandonment: now under '''Marketing'''.
* Display Options: now under '''Content''' -> '''Site Settings'''; "General Store Options" is now called "Core Display Options".
* Gift Certificate Options: now under '''Orders''' -> '''Gift Certificates'''.
* Inventory Control Options: now under '''Content''' -> '''Products'''.
* Notify Customer Options: now under '''Content''' -> '''Site Settings''' -> '''Product Notification Options'''.
* Payment Options: now under '''Orders''' -> '''Payment Options''', except for PayPal which is under '''Orders''' -> '''Fulfillment Options''' -> '''Alternative Checkouts'''.
* Shipping Options: now under '''Orders''' -> '''Shipping Options'''. Individual settings for UPS, FedEx, etc. are under '''Orders''' -> '''Shipping Options''' -> '''Shipping Calculations'''.
* Tax Options: now under '''Orders''' -> '''Tax Options'''.
===Cart Abandonment===
This is now under '''Marketing''' -> '''Cart Abandonment'''.
===Channel Advisor===
This is now under '''Marketing''' -> '''Product Syndication'''.
===DNS===
DNS setup is now under '''Content''' -> '''Site Settings'''.
===Google Base===
This is now under '''Marketing''' -> '''Product Syndication''', named "Google Shopper".
===Shipping Tables/Groups===
These are both under '''Orders''' -> '''Shipping Options'''.
===SingleFeed===
This is now under '''Marketing''' -> '''Product Syndication'''.
===SLI===
This is now under '''Content''' -> '''Site Settings''' -> '''Site Search Options'''.
===Suggested Search===
This is now under '''Content''' -> '''Site Settings''' -> '''Site Search Options'''.
===Tax Tables===
These are now under '''Orders''' -> '''Tax Options'''.

==Design==
To access this section, click '''Content''' in the header menu, then '''Design''' in the left nav.

==Inventory==
The items in this section are under the '''Content''' item in the header menu, then either '''Products''' or '''Categories'''. Specifics below:
* The '''Products''' section contains the full product/inventory list, as well as the "product" items from the previous Inventory section (product discounts, product reviews, product import/export, etc.)
* The '''Categories''' section contains the full category list, as well as the "category" items from the previous Inventory section (category import/export, category filters)
===Gift Certificates===
This is now under '''Orders''' -> '''Gift Certificates''' -> '''Gift Certificates Report'''.

==Customers==
This section is now under '''Orders''' -> '''Customers'''.

==Orders==
This section is now under '''Orders''' -> '''Orders'''.

==Marketing==
This section is now under '''Marketing''' (top nav).

==Reporting==
This section is now under '''Analytics''' (top nav).

Order Status Uploads - CV3

2015-06-22T17:49:55Z

Msnyder: /* CMS */

== CMS ==
As part of the web service communications between CMS and CommerceV3 (CV3), CMS's [[eCMS Module]] can be configured to upload order status (and tracking number where applicable) for CV3 orders that have been set as shipped in CMS, are associated with a CV3 order source (downloaded from CV3), and have not yet had their status uploaded.

CMS uploads three types of statuses:

*Shipped {date}
**If all packages are shipped
*Processing
**all new orders imported into CMS 
**Orders that are backordered
**Orders with no packages
*Processing : Last Shipment {date}
**This status will be set for orders that have more than one package and at least one (but not all) packages are shipped

=== Data passed to CV3 ===

Example of a multi-package order for illustration:

*Order shipped on 9/23/2014
*Recipient #1 shipped via UPS Ground with tracking number 123
*Recipient #2 shipped via FedEx 2-Day with tracking number 456

{| border="1"
|- bgcolor="green"
! Status
! Tracking
|-
| Shipped 9/23/2014
| UPS: 123 ; FedEx: 456
|}

'''XML passed (inside CV3Data):'''
<pre>
<orders>
<status>
<orderID>12345</orderID>
<status>Shipped 9/23/2014</status>
<tracking>FedEx: 456 ; UPS: 123</tracking>
</status>
</orders>
</pre>

Order Status Uploads - CV3

2015-06-22T17:38:08Z

Msnyder: /* Data passed to CV3 */

== CMS ==
As part of the web service communications between CMS and CommerceV3 (CV3), CMS's [[eCMS Module]] can be configured to upload order status (and tracking number where applicable) for CV3 orders that have been set as shipped in CMS, are associated with a CV3 order source (downloaded from CV3), and have not yet had their status uploaded.

CMS uploads three types of statuses:

*Shipped {date}
**If all packages are shipped
*Processing
**all new orders imported into CMS 
**Orders that are backordered
**Orders with no packages
*Processing : Last Shipment {date}
**This status will be set for orders that have more than one package and at least one (but not all) packages are shipped

=== Data passed to CV3 ===

Example of a multi-package order for illustration:

*Order shipped on 9/23/2014
*Recipient #1 shipped via UPS Ground with tracking number 123
*Recipient #2 shipped via FedEx 2-Day with tracking number 456

{| border="1"
|- bgcolor="green"
! Status
! Tracking
|-
| Shipped 9/23/2014
| UPS: 123 ; FedEx: 456
|}

'''XML passed (inside CV3Data):'''
<pre>
<orders>
<status>
<orderID>12345</orderID>
<status>Shipped 9/23/2014</status>
<tracking>FedEx: 456 ; UPS: 123</tracking>
</status>
</orders>
</pre>

Order Status Uploads - CV3

2015-06-22T17:32:34Z

Msnyder:

== CMS ==
As part of the web service communications between CMS and CommerceV3 (CV3), CMS's [[eCMS Module]] can be configured to upload order status (and tracking number where applicable) for CV3 orders that have been set as shipped in CMS, are associated with a CV3 order source (downloaded from CV3), and have not yet had their status uploaded.

CMS uploads three types of statuses:

*Shipped {date}
**If all packages are shipped
*Processing
**all new orders imported into CMS 
**Orders that are backordered
**Orders with no packages
*Processing : Last Shipment {date}
**This status will be set for orders that have more than one package and at least one (but not all) packages are shipped

=== Data passed to CV3 ===

Example of a multi-package order for illustration:

*Order shipped on 9/23/2014
*Recipient #1 shipped via UPS Ground with tracking number 123
*Recipient #2 shipped via FedEx 2-Day with tracking number 456

{| border="1"
|- bgcolor="green"
! Status
! Tracking
|-
| Shipped 9/23/2014
| UPS: 123 ; FedEx: 456
|}

'''XML passed (inside CV3Data):'''
<pre>
<orders>
<status>
<orderID>12345</orderID>
<status>Shipped 9/23/2014</status>
<tracking>FedEx: 456 ; UPS: 123</tracking>
</status>
</orders>
</pre>
</pre>

CV3/Rackspace Email Hosting

2015-02-02T17:32:16Z

Msnyder: /* Web access to email */

==Overview==
This is a collection of information to help you use and manage your email accounts provided with your CommerceV3-hosted website.

==Server settings==
These settings will need to be added to whatever program you use to access email (Outlook, Outlook Express, Thunderbird, Mail, etc.)
* '''Incoming mail server (POP):''' secure.emailsrvr.com (port 995, SSL-enabled)
* '''Incoming mail server (IMAP):''' secure.emailsrvr.com (port 993, SSL-enabled)
* '''Outgoing mail server (SMTP):''' secure.emailsrvr.com (port 465, SSL-enabled)
** ''Some service providers may block port 465 from working on your network. If this is the case, alternate ports are 587 and 8025.''

==DNS configuration changes==
These changes will need to be added to your domain's DNS server(s), often hosted at your domain registrar or at CommerceV3. If you don't know where your DNS servers are located, please [mailto:ecms@newhavensoftware.com contact us] or have your technical representative do so, and we can assist.
==='''MX records'''===
* mx1.emailsrvr.com (TTL 900)
* mx2.emailsrvr.com (TTL 900)
==='''TXT record'''===
v=spf1 include:emailsrvr.com ~all

==Websites==
Webmail allows you access to your email anytime and anywhere you have access to the Internet with a standard web browser.
==='''Web access to email'''===
http://webmail.commercev3.com (redirects to https://commercev3.mymailsrvr.com/index.php)

==='''Email administration control panel'''===
Each domain has its own dedicated administrator account; this account's details were provided to you when your email accounts were first set up. If you do not have this information or have lost/forgotten the password, please [mailto:ecms@newhavensoftware.com email us] and we can help you recover it.

https://cp.rackspace.com

==Rackspace user guides==
[http://cdn.emailsrvr.com/Support-EmailAdministrativePanelGuide.pdf Email Admin Control Panel Guide]

[http://cdn.emailsrvr.com/Support-EmailWebmailGuide.pdf Webmail User Guide]

==Sending Mass Emails==
Any email sent from your domain's personal mailboxes (whether your own account or a general one such as ''info@mydomain.com'') can go to a maximum of 249 recipients at once. This restriction is imposed by Rackspace as their terms of service specifically prohibit the sending of bulk mail from the standard mail servers. Identical or extremely similar emails sent to 250 or more addresses are considered bulk email, and not allowed as it could cause the mail servers themselves to be throttled or blacklisted by external providers (Gmail, Yahoo, Hotmail, AOL, etc.). If you need to send out newsletters or other emails to large groups, you will need to either send them as an [[Email_Blasts|email blast]], or use a different service provider altogether.

You can read more about the Acceptable Use Policy here: [http://www.rackspace.com/apps/aup Rackspace Email AUP].

Add CV3 Order Source to CMS

2014-12-22T21:05:39Z

Msnyder: Created page with '==Overview== Below are the steps and necessary data to create a CV3 order source in CMS. ==Credentials== * '''Username:''' Your CV3 merchant account username ** ''If you have mu…'

==Overview==
Below are the steps and necessary data to create a CV3 order source in CMS.

==Credentials==
* '''Username:''' Your CV3 merchant account username
** ''If you have multiple accounts, this must be the primary/main account; it seems some functions don't work properly with sub-user accounts.''
* '''Password:''' Your CV3 merchant account password
* '''StoreID:''' Get this from the CV3 admin URL after you're logged in
*# Sign into the CV3 admin
*# Click through to your store
*# The ID is at the end of the URL (https://store.commercev3.com/ShowView/links/12345)
* '''WebserviceID:''' Available in the CV3 admin under Settings->Options->General Store Options and Information ("The web service id for this store is XYZ123")

==Order Source Setup==
# Open '''Setup->Fulfillment->Import Sources and Plug-ins'''
# Click the green plus sign in the upper left corner
# Enter a descriptive name for the plugin. For Type, select "CV3".
#* You should see a new Plug-in Options tab on the right.
# Click over to the new tab.
# Down next to Plug-in Option Values, click the green plus sign 4 times and add the credentials collected above:
#* USERNAME
#* PASSWORD
#* STOREID
#* WEBSERVICEID
# Hit Apply and OK to save changes.

CV3 URL Redirects

2014-10-21T18:03:38Z

Msnyder:

==Overview==
This article discusses URL redirects in general, some reasons why you may need or want to use them, and how to import them into your CV3-hosted website.

==Why redirect?==
A redirect is an instruction for the web server to send a user to a different location than the one they originally requested (for instance, the user types www.mydomain.com/specials and is actually sent to www.mydomain.com/category/current-specials). There are several reasons why you may want to do this:
* Like the example above, you may want a simplified link to send out in email blasts or post online.
* If you rename a category or product so its page link changes, a redirect ensures that any search engine or other external links pointing to the original page will still go to the intended destination.
* If you are moving your site from another hosting platform and the link structure changes (i.e., your old site had category pages as /<categoryname>.php while CV3 would be /category/<categoryname>), redirects ensure that existing links will still work (just as for moved/renamed pages above).

==Adding redirects to CV3 sites==
You can easily import a list of redirects to your CV3 website using a text file.

URI redirect import files are plain text files (pipe-, comma-, or tab-delimited) that contain two or three columns (the third is optional). The first is the "from" URL, which should be a relative path from your domain (meaning "/page/123" rather than "www.domain.com/page/123"). The second is the "to" URL, which can be either a relative path as the "from" URL or a complete URL to another domain. Either one of these can include a query string (for "/product/123?promo=foo", "?promo=foo" is the query string). The web server is case-sensitive, so you'll need to make sure the upper/lower case letters match for both URLs.

Generally allowed characters are: A-Z (upper- and lower-case), 0-9, "+", "-", "_", "/", "%", "!", ".", "&", "?", "=", "#". If your URLs contain any characters not shown here, they will need to be escaped; please contact our [[mailto:ecms@newhavensoftware.com Support Team]] for assistance.

===Example import file===
<pre>
"/contact","/about_us","n"
"/product_123","/product/123","n"
"/external_site","http://www.domain.com","n"
"/display?pid=123","/product/123","y"
"/promo_one","/?p=one","n"
"/Blog","/blog","n"
</pre>

If your original URI is "/customer service" with a space, replace the space with a plus + 
<pre>
"/customer+service","/customer_service"
</pre>

===Importing the file===
To import the file in your CV3 admin, follow these steps:
# Open '''Settings->URI Redirects.'''
# Browse for the file you created above.
# Select the '''Type''' based on how you created the file (text files from Excel are generally Comma-delimited).
# Enter your email address to be notified when the import is complete.
# Check the '''replace current redirects''' box if you want to wipe out all current redirects and replace them with the ones in the file. If you do not do this, they will be added instead.
# Submit the form. You will receive an email when the import has been processed.

==Re-running the import==
Redirects expire 30 days after they are imported (this is to ensure that old, unused redirects don't linger on the server for years clogging up resources). If you want to keep your redirects active for a longer period, set a calendar reminder to re-run the same import file on a regular schedule (you can add to the file over time if needed, of course).

For major changes like renaming a category/product page link or moving to a new platform with a different URL structure, you should probably maintain the redirects for 6-12 months.

ECMS URL Redirects

2014-10-21T17:17:44Z

Msnyder: moved ECMS URL Redirects to CV3 URL Redirects

#REDIRECT [[CV3 URL Redirects]]

CV3 URL Redirects

2014-10-21T17:17:44Z

Msnyder: moved ECMS URL Redirects to CV3 URL Redirects

==About==

URL(URI) Redirects allow you to specify a new URI for an existing resource. For example, if you change a category name and have links from search engines or other site directing to that page then you will have broken links. You can prevent this by using URI Redirects.

/category/summer-flowers '''>> redirect >>''' /category/flowers

Another common reason to use URI Redirects is to create custom landing pages. For example:

/product/10-spiral-notebook '''>> redirect >>''' /notebook.

==How to==

Creating URI Redirects is simple

Uploaded import files are pipe-,comma-, or tab-delimited files that contain two columns. The first is the "From URI" which should be a relative path from your domain. The other column must contain the "To URI". A full URI or a relative path from your domain. Both To and From URIs can include a query string. These are also case sensitive. If there are spaces in the original url you have to replace them with a + in the file. See below for examples.

The allowable characters are alphanumeric, "+", "-", "_", "/", "%", "!", ".", "&", "?", "=", "#"

Everything else will need to be escaped

 

=== Importing the file ===
After you have created an import file you can import it by going to Settings >> URI Redirects and uploading the file. After the file is finished you will receive an email with the results of the upload.

== Example Import ==

Layout:
<pre>
"from uri","to uri","should the query string be appended [y/n]"
</pre>

Below is an example import file:
<pre>
"/contact","/about_us","n"
"/product_123","/product/123","n"
"/external_site","http://www.domain.com","n"
"/display?pid=123","/product/123","y"
"/promo_one","/?p=one","n"
"/Blog","/blog","n"
</pre>

If your original URI is "/customer service" with a space, replace the space with a plus + 
<pre>
"/customer+service","/customer_service"
</pre>

Address Matching in CMS

2014-08-22T18:45:07Z

Msnyder: /* Customer Duplicate Report */

=Overview=
When an order or catalog request is imported into CMS, from any source, CMS must take steps to identify if this is a new or existing customer. If it is a new customer, you'd want CMS to create a new customer record. On the other hand, if it is for an existing customer, you'd want CMS to attach the order or catalog request to its matching/existing customer record and not create a duplicate customer.

This article explains the logic used by CMS uses when trying to determine a customer match during an import. A similar process is used to determine if the recipient (ship-to) is different from the buyer and this is also covered here.

=Matching orders to existing customers during order import=
All imported orders that are not imported with the [[Automated Imports Module]] option must go through a verification process (Fulfillment->Verify Imports) so you can ensure that the imported order is one that should be converted into a real order. During that verification process, you can tell if a customer match was found by looking at the Cust# field on the View Invoice screen (the first screen you are presented with when verifying an order). If there is a number in this field, you know CMS has matched it up to a customer in your mail list. If no match was found, the Cust# field will instead say "<new>". The logic CMS uses to find such matches is as follows:
# If a customer number was passed in the file, CMS will use that customer number to match against the customer number in CMS and will append to that customer. No further matching logic will be used. Most sources of orders will not be able to establish and/or pass the proper customer number so, while it will be considered the best match if present...it usually isn't.
# The next matching will be done on email address (CMS 9.0.1 or later. To disable the option you need to be on CMS version 9.0.4 or later, and then remove the check on the setup option under Fulfillment Options->Import). CMS will match the order to a unique customer record it finds with the same email address. If more than one customer record is found with the same email address, no match will be made by email address. '''Note:''' in the XML only the <nowiki><Order><Customer><ContactAddress><Address><Email></nowiki> element is used for email address matching.
# If no customer number or email match is found, it is then up to CMS to scrutinize the name and address to find a match. In this case CMS will match the last name and all of the numbers from the address and 5 digit ZIP code. (Note: this matching is done by comparing the customer's mailing address against the order's mailing/primary address, not billing or shipping.) Only when there is a perfect match will CMS link the imported order to a customer. The reason CMS uses numbers only for the address and only a last name is to ensure the match does not get tripped up by middle initials, misspellings, punctuation, or abbreviations. Here is an example:

<blockquote>
William Smith 
123 Main Street Apt 3 
Evanston, IL 60202-1234 
 
will still match 
 
Bill P. Smith 
123 Main St. #3 
Evenston, IL 60202
</blockquote>

If you should find that CMS has matched up an order to the wrong customer or did not find a customer that it should have, during the verification of the order you can still go to the first screen on the order (Customer) and retrieve the proper customer there. Be warned that when retrieving a customer in this manner, it will replace the billing and shipping addresses from the imported order with the default addresses from the retrieved customer record. We expect this behavior to change in the future so CMS will retain the addresses from the imported order or give you the option of which one(s) to use.

=Multi-recipient and Gift orders=
CMS is capable of handling and importing orders with multiple recipients and/or gift orders (where the recipient is different than the buyer). In either of the two scenarios, the purchaser may or may not be receiving merchandise themselves. When importing such orders, CMS needs to determine if the recipient(s) is the same as the purchaser or if they should be treated as someone else. The reason for this is CMS will/can (optionally) create new customer records for recipients. Additionally, when printing invoices/pick-tickets, CMS will suppress prices from showing so that the recipient will not see what you paid.

The logic used to determine if the recipient is the same as the buyer works in the following ways:
# In our XML specification document (CMSxml.xsd) there is an attribute of the <Recipient> tag that reads "IsPurchaser". If the system that is generating the output for CMS to import is capable, our first recommendation would be to use this attribute. In use it looks like: <Recipient IsPurchaser="false"> In this example the value of "false" is telling CMS that the recipient is not the same as the purchaser and as such should treat this as a gift order, even if there are no gift notes. If the purchaser is shipping to themselves, even at a different address, this value should be "true".
# If any gift notes are present, CMS assumes the buyer is not sending themselves a gift ,and will make the order a gift order (multiple ship-to, in this case with just one recipient.
# If there are no gift notes and there is no "IsPurchaser" attribute passed in the import, CMS then has to determine if the recipient and purchaser are the same or not. In this case, CMS is only using the last name. If the last name matches exactly, CMS will treat the recipient as if they are the purchaser, even if the addresses or any other information is different. While there are a few scenarios where this logic fails (parents shipping to their kid at college, for example), it is the best CMS can do without having the information from 1 and 2 above. It does ensure, though, that the more common scenario of a person shipping to themselves at another address (work, vacation, etc.) will be handled correctly as a normal, non-gift type order.

'''Note:''' CMS uses an internal address_id to uniquely identify the recipient in an order. This means the same customer/recipient cannot appear more than once in the order but otherwise there is no reason why you cannot have two recipients with the same name (as long as they are different customers.) This has changed in CMS 9.0 where you can now have the same recipient on the order multiple times.

=Customer Duplicate Report=

Also worthy of note is the Customer Duplicate report used for finding possible duplicates. This report is found in the Reports menu under the category Customers. The logic this report uses is a bit different than CMS's and can be a good tool to find those that made it past CMS's logic. The most notable difference in logic is that it is matching on physical or email address, not by name.

Matches are on state, city, 5-digit ZIP code, then first 10 digits of either the Address3 line or Address1 line, depending on which has data.

This system has a lot of merit in that it is totally independent of name spellings or most cases of address spellings (even St vs Street) since only the first 10 characters are considered. (UPDATE: As of CMS 8.0 this report now allows you to select how many characters to consider which allows you to control the level of sensitivity.) This system is really matching on the address vs. the customer, so if you had a husband and wife with different names at the same address, you'd find them as a possible dupe match. This should prove to be a good tool to find duplicates that escaped CMS's customer matching (or dupes created by operators for non-imported orders.)

Alternate search terms - customer matching, order imports, order importing, name matching

Address Matching in CMS

2014-08-22T18:43:25Z

Msnyder: /* Multi-recipient and Gift orders */

=Overview=
When an order or catalog request is imported into CMS, from any source, CMS must take steps to identify if this is a new or existing customer. If it is a new customer, you'd want CMS to create a new customer record. On the other hand, if it is for an existing customer, you'd want CMS to attach the order or catalog request to its matching/existing customer record and not create a duplicate customer.

This article explains the logic used by CMS uses when trying to determine a customer match during an import. A similar process is used to determine if the recipient (ship-to) is different from the buyer and this is also covered here.

=Matching orders to existing customers during order import=
All imported orders that are not imported with the [[Automated Imports Module]] option must go through a verification process (Fulfillment->Verify Imports) so you can ensure that the imported order is one that should be converted into a real order. During that verification process, you can tell if a customer match was found by looking at the Cust# field on the View Invoice screen (the first screen you are presented with when verifying an order). If there is a number in this field, you know CMS has matched it up to a customer in your mail list. If no match was found, the Cust# field will instead say "<new>". The logic CMS uses to find such matches is as follows:
# If a customer number was passed in the file, CMS will use that customer number to match against the customer number in CMS and will append to that customer. No further matching logic will be used. Most sources of orders will not be able to establish and/or pass the proper customer number so, while it will be considered the best match if present...it usually isn't.
# The next matching will be done on email address (CMS 9.0.1 or later. To disable the option you need to be on CMS version 9.0.4 or later, and then remove the check on the setup option under Fulfillment Options->Import). CMS will match the order to a unique customer record it finds with the same email address. If more than one customer record is found with the same email address, no match will be made by email address. '''Note:''' in the XML only the <nowiki><Order><Customer><ContactAddress><Address><Email></nowiki> element is used for email address matching.
# If no customer number or email match is found, it is then up to CMS to scrutinize the name and address to find a match. In this case CMS will match the last name and all of the numbers from the address and 5 digit ZIP code. (Note: this matching is done by comparing the customer's mailing address against the order's mailing/primary address, not billing or shipping.) Only when there is a perfect match will CMS link the imported order to a customer. The reason CMS uses numbers only for the address and only a last name is to ensure the match does not get tripped up by middle initials, misspellings, punctuation, or abbreviations. Here is an example:

<blockquote>
William Smith 
123 Main Street Apt 3 
Evanston, IL 60202-1234 
 
will still match 
 
Bill P. Smith 
123 Main St. #3 
Evenston, IL 60202
</blockquote>

If you should find that CMS has matched up an order to the wrong customer or did not find a customer that it should have, during the verification of the order you can still go to the first screen on the order (Customer) and retrieve the proper customer there. Be warned that when retrieving a customer in this manner, it will replace the billing and shipping addresses from the imported order with the default addresses from the retrieved customer record. We expect this behavior to change in the future so CMS will retain the addresses from the imported order or give you the option of which one(s) to use.

=Multi-recipient and Gift orders=
CMS is capable of handling and importing orders with multiple recipients and/or gift orders (where the recipient is different than the buyer). In either of the two scenarios, the purchaser may or may not be receiving merchandise themselves. When importing such orders, CMS needs to determine if the recipient(s) is the same as the purchaser or if they should be treated as someone else. The reason for this is CMS will/can (optionally) create new customer records for recipients. Additionally, when printing invoices/pick-tickets, CMS will suppress prices from showing so that the recipient will not see what you paid.

The logic used to determine if the recipient is the same as the buyer works in the following ways:
# In our XML specification document (CMSxml.xsd) there is an attribute of the <Recipient> tag that reads "IsPurchaser". If the system that is generating the output for CMS to import is capable, our first recommendation would be to use this attribute. In use it looks like: <Recipient IsPurchaser="false"> In this example the value of "false" is telling CMS that the recipient is not the same as the purchaser and as such should treat this as a gift order, even if there are no gift notes. If the purchaser is shipping to themselves, even at a different address, this value should be "true".
# If any gift notes are present, CMS assumes the buyer is not sending themselves a gift ,and will make the order a gift order (multiple ship-to, in this case with just one recipient.
# If there are no gift notes and there is no "IsPurchaser" attribute passed in the import, CMS then has to determine if the recipient and purchaser are the same or not. In this case, CMS is only using the last name. If the last name matches exactly, CMS will treat the recipient as if they are the purchaser, even if the addresses or any other information is different. While there are a few scenarios where this logic fails (parents shipping to their kid at college, for example), it is the best CMS can do without having the information from 1 and 2 above. It does ensure, though, that the more common scenario of a person shipping to themselves at another address (work, vacation, etc.) will be handled correctly as a normal, non-gift type order.

'''Note:''' CMS uses an internal address_id to uniquely identify the recipient in an order. This means the same customer/recipient cannot appear more than once in the order but otherwise there is no reason why you cannot have two recipients with the same name (as long as they are different customers.) This has changed in CMS 9.0 where you can now have the same recipient on the order multiple times.

=Customer Duplicate Report=

Also worthy of note is the Customer Duplicate report used for finding possible duplicates. This report is found in the Reports menu under the category Customers. The logic this report uses is a bit different than CMS's and can be a good tool to find those that made it past CMS's logic. The most notable difference in logic is that it is matching on physical or email address, not by name.

Matches are on state, city, 5-digit zipcode, then first 10 digits of either the address3 line or Address1 line, depending on which has data.

This system has a lot of merit in that it is total independent of name spellings or most cases of address spellings (even St vs Street) since only the first 10 characters are considered. (UPDATE: As of CMS 8.0 this report now allows you to select how many characters to consider which allows you to control the level of sensitivity.) This system is really matching on the address vs the customer so if you had a husband and wife with diff names at the same address, you'd find them as a possible dupe match. This should prove to be a good tool to find duplicates that escaped CMS's customer matching (or dupes created by operators for non-imported orders.)

Alternate search terms - customer matching, order imports, order importing, name matching

Address Matching in CMS

2014-08-22T18:38:26Z

Msnyder: /* Matching orders to existing customers during order import */

=Overview=
When an order or catalog request is imported into CMS, from any source, CMS must take steps to identify if this is a new or existing customer. If it is a new customer, you'd want CMS to create a new customer record. On the other hand, if it is for an existing customer, you'd want CMS to attach the order or catalog request to its matching/existing customer record and not create a duplicate customer.

This article explains the logic used by CMS uses when trying to determine a customer match during an import. A similar process is used to determine if the recipient (ship-to) is different from the buyer and this is also covered here.

=Matching orders to existing customers during order import=
All imported orders that are not imported with the [[Automated Imports Module]] option must go through a verification process (Fulfillment->Verify Imports) so you can ensure that the imported order is one that should be converted into a real order. During that verification process, you can tell if a customer match was found by looking at the Cust# field on the View Invoice screen (the first screen you are presented with when verifying an order). If there is a number in this field, you know CMS has matched it up to a customer in your mail list. If no match was found, the Cust# field will instead say "<new>". The logic CMS uses to find such matches is as follows:
# If a customer number was passed in the file, CMS will use that customer number to match against the customer number in CMS and will append to that customer. No further matching logic will be used. Most sources of orders will not be able to establish and/or pass the proper customer number so, while it will be considered the best match if present...it usually isn't.
# The next matching will be done on email address (CMS 9.0.1 or later. To disable the option you need to be on CMS version 9.0.4 or later, and then remove the check on the setup option under Fulfillment Options->Import). CMS will match the order to a unique customer record it finds with the same email address. If more than one customer record is found with the same email address, no match will be made by email address. '''Note:''' in the XML only the <nowiki><Order><Customer><ContactAddress><Address><Email></nowiki> element is used for email address matching.
# If no customer number or email match is found, it is then up to CMS to scrutinize the name and address to find a match. In this case CMS will match the last name and all of the numbers from the address and 5 digit ZIP code. (Note: this matching is done by comparing the customer's mailing address against the order's mailing/primary address, not billing or shipping.) Only when there is a perfect match will CMS link the imported order to a customer. The reason CMS uses numbers only for the address and only a last name is to ensure the match does not get tripped up by middle initials, misspellings, punctuation, or abbreviations. Here is an example:

<blockquote>
William Smith 
123 Main Street Apt 3 
Evanston, IL 60202-1234 
 
will still match 
 
Bill P. Smith 
123 Main St. #3 
Evenston, IL 60202
</blockquote>

If you should find that CMS has matched up an order to the wrong customer or did not find a customer that it should have, during the verification of the order you can still go to the first screen on the order (Customer) and retrieve the proper customer there. Be warned that when retrieving a customer in this manner, it will replace the billing and shipping addresses from the imported order with the default addresses from the retrieved customer record. We expect this behavior to change in the future so CMS will retain the addresses from the imported order or give you the option of which one(s) to use.

=Multi-recipient and Gift orders=
CMS is capable of handling and importing orders with multiple recipients and/or gift orders (where the recipient is different than the buyer.) In either of the two scenarios the purchaser may or may not be receiving merchandise themselves. When importing such orders, CMS needs to determine if the recipient(s) is the same as the purchaser or if they should be treated as someone else. The reason for this is CMS will can (optionally) create new customer records for recipients and when printing invoices/pick-tickets CMS will suppress prices from showing so the recipient will not see what you paid.

This is logic used to determine if the recipient is the same as the buyer works in the following ways:
<ol>
<li>In our XML specification document (CMSxml.xsd) there is an attribute of the <Recipient> tag that reads 'IsPurchaser'. If the system that is generating the output for CMS to import is capable, our first recommendation would be to use this attribute. In use it looks like: <Recipient IsPurchaser="false"> In this example the value of 'false' is telling CMS that the recipient is not the same as the purchaser and as such should treat this as a gift order, even if there are no gift notes. If the purchaser is shipping to themselves, even at a different address, this value should be 'true'.</li>
<li>If any gift notes are present, CMS assumes the buyer is not sending themselves a gift and will make the order a gift order (multiple ship-to, in this case with just one recipient.)</li>
<li>If there are no gift notes and there is no 'IsPurchaser' attribute passed, CMS then has to determine if the recipient and purchaser are the same or not. In this case CMS is only using the last name. If the last name matches exactly, CMS will treat the recipient as if they are the purchaser, even if the addresses or any other information is different. While there are a few scenarios where this logic fails (parents shipping to their kid at college) it is the best CMS can do without having the information from 1 and 2 above. It does ensure though that the more common scenario of a person shipping to themselves at another address (work, vacation, etc.) will be handled correctly as a normal, non-gift type order.</li>
</ol>

Note: CMS uses an internal address_id to uniquely identify the recipient in an order. This means the same customer/recipient cannot appear more than once in the order but otherwise there is no reason why you cannot have two recipients with the same name (as long as they are different customers.) This has changed in CMS 9.0 where you can now have the same recipient on the order multiple times.

=Customer Duplicate Report=

Also worthy of note is the Customer Duplicate report used for finding possible duplicates. This report is found in the Reports menu under the category Customers. The logic this report uses is a bit different than CMS's and can be a good tool to find those that made it past CMS's logic. The most notable difference in logic is that it is matching on physical or email address, not by name.

Matches are on state, city, 5-digit zipcode, then first 10 digits of either the address3 line or Address1 line, depending on which has data.

This system has a lot of merit in that it is total independent of name spellings or most cases of address spellings (even St vs Street) since only the first 10 characters are considered. (UPDATE: As of CMS 8.0 this report now allows you to select how many characters to consider which allows you to control the level of sensitivity.) This system is really matching on the address vs the customer so if you had a husband and wife with diff names at the same address, you'd find them as a possible dupe match. This should prove to be a good tool to find duplicates that escaped CMS's customer matching (or dupes created by operators for non-imported orders.)

Alternate search terms - customer matching, order imports, order importing, name matching

Address Matching in CMS

2014-08-22T18:33:22Z

Msnyder: /* Overview */

=Overview=
When an order or catalog request is imported into CMS, from any source, CMS must take steps to identify if this is a new or existing customer. If it is a new customer, you'd want CMS to create a new customer record. On the other hand, if it is for an existing customer, you'd want CMS to attach the order or catalog request to its matching/existing customer record and not create a duplicate customer.

This article explains the logic used by CMS uses when trying to determine a customer match during an import. A similar process is used to determine if the recipient (ship-to) is different from the buyer and this is also covered here.

=Matching orders to existing customers during order import=
All imported orders that are not imported with the [[Automated Imports Module]] option must go through a verification process (Fulfillment>Verify Imports) so you can ensure the imported order is one that should be converted into a real order. During that verification process you can tell if a customer match was found by looking at the Cust# field on the View Invoice screen (the first screen you are presented with when verifying an order.) If there is a number in this field you know CMS has matched it up to a customer in your mail list. If no match was found, the Cust# field will instead say "<new>".
The logic CMS uses to find such matches is as follows:
<ol>
<li>If a customer number was passed in the file, CMS will use that customer number to match against the customer number in CMS and will append to that customer. No further matching logic will be used. Most sources of orders will not be able to establish and/or pass the proper customer number so, while it will be considered the best match if present...it usually isn't.</li>
<li>The next matching will be done on email address (CMS 9.0.1 or later. To disable the option you need to be on CMS version 9.0.4 or later and then removing the check on the setup option under Fulfillment Options>Import). CMS will match the order to a unique customer record it finds with the same email address. If more than one customer record is found with the same email address, no match will be made by email address. '''Note:''' in the XML only the <nowiki><Order><Customer><ContactAddress><Address><Email></nowiki> element is used for email address matching</li>
<li>If no customer number or email match it is then up to CMS to scrutinize the name and address to find a match. In this case CMS will match the last name and all of the numbers from the address and 5 digit zip code. (Note: this matching is done by comparing the customer's mailing address against the order's mailing/primary address, not billing or shipping.) Only when there is a perfect match will CMS link the imported order to a customer. The reason CMS uses numbers only for the address and only a last name is to ensure the match does not get tripped up by middle initials, misspellings, punctuation and abbreviations. Here is an example:</li>
</ol>

<blockquote>
William Smith 
123 Main Street Apt 3 
Evanston, IL 60202-1234 
 
will still match 
 
Bill P. Smith 
123 Main St. #3 
Evenston, IL 60202
</blockquote>

If you should find that CMS has matched up an order to the wrong customer or did not find a customer that it should have, during the verification of the order you can still go to the first screen on the order (Customer) and retrieve the proper customer there. Be warned that when retrieving a customer in this manner it will replace the billing and shipping addresses from the imported order with the default addresses from the retrieved customer record. We expect this behavior to change in the future so CMS will retain the addresses from the imported order or give you the option which to use.

=Multi-recipient and Gift orders=
CMS is capable of handling and importing orders with multiple recipients and/or gift orders (where the recipient is different than the buyer.) In either of the two scenarios the purchaser may or may not be receiving merchandise themselves. When importing such orders, CMS needs to determine if the recipient(s) is the same as the purchaser or if they should be treated as someone else. The reason for this is CMS will can (optionally) create new customer records for recipients and when printing invoices/pick-tickets CMS will suppress prices from showing so the recipient will not see what you paid.

This is logic used to determine if the recipient is the same as the buyer works in the following ways:
<ol>
<li>In our XML specification document (CMSxml.xsd) there is an attribute of the <Recipient> tag that reads 'IsPurchaser'. If the system that is generating the output for CMS to import is capable, our first recommendation would be to use this attribute. In use it looks like: <Recipient IsPurchaser="false"> In this example the value of 'false' is telling CMS that the recipient is not the same as the purchaser and as such should treat this as a gift order, even if there are no gift notes. If the purchaser is shipping to themselves, even at a different address, this value should be 'true'.</li>
<li>If any gift notes are present, CMS assumes the buyer is not sending themselves a gift and will make the order a gift order (multiple ship-to, in this case with just one recipient.)</li>
<li>If there are no gift notes and there is no 'IsPurchaser' attribute passed, CMS then has to determine if the recipient and purchaser are the same or not. In this case CMS is only using the last name. If the last name matches exactly, CMS will treat the recipient as if they are the purchaser, even if the addresses or any other information is different. While there are a few scenarios where this logic fails (parents shipping to their kid at college) it is the best CMS can do without having the information from 1 and 2 above. It does ensure though that the more common scenario of a person shipping to themselves at another address (work, vacation, etc.) will be handled correctly as a normal, non-gift type order.</li>
</ol>

Note: CMS uses an internal address_id to uniquely identify the recipient in an order. This means the same customer/recipient cannot appear more than once in the order but otherwise there is no reason why you cannot have two recipients with the same name (as long as they are different customers.) This has changed in CMS 9.0 where you can now have the same recipient on the order multiple times.

=Customer Duplicate Report=

Also worthy of note is the Customer Duplicate report used for finding possible duplicates. This report is found in the Reports menu under the category Customers. The logic this report uses is a bit different than CMS's and can be a good tool to find those that made it past CMS's logic. The most notable difference in logic is that it is matching on physical or email address, not by name.

Matches are on state, city, 5-digit zipcode, then first 10 digits of either the address3 line or Address1 line, depending on which has data.

This system has a lot of merit in that it is total independent of name spellings or most cases of address spellings (even St vs Street) since only the first 10 characters are considered. (UPDATE: As of CMS 8.0 this report now allows you to select how many characters to consider which allows you to control the level of sensitivity.) This system is really matching on the address vs the customer so if you had a husband and wife with diff names at the same address, you'd find them as a possible dupe match. This should prove to be a good tool to find duplicates that escaped CMS's customer matching (or dupes created by operators for non-imported orders.)

Alternate search terms - customer matching, order imports, order importing, name matching

Shipping Station - Best Practices

2014-08-22T18:31:33Z

Msnyder: /* Summary */

=Overview=
In 2014 a team of our finest went on the road to visit clients all over the country. One of the biggest things we learned is how much room there is for improved efficiency in the shipping department. The great news is that there are quick and easy solutions.

=My Shipping Dept is Fine, Thank You=
All of our clients have been shipping long enough to have reliable processes in place...but that doesn't mean they're efficient. Consider some of the benefits of enhancing those processes:

*fewer shipping errors
*reduced hours/employees needed to ship each day
*have scalability to ship higher volumes of packages with your existing staff
*offer your customers a later cut-off time for same day shipping

Any of that sound interesting? Read on!

=Feeding the Warehouse=
Are you still printing orders one at a time as they save? That may be OK if you're processing 20 orders a day, but most of our clients are doing much more than that and would benefit from printing in selective batches. Use the Fulfillment->Batching option to either release a select number of orders to the warehouse (first-in, first-out) or create invoice filters to prioritize your fulfillment in other ways such as by shipping method, price category (retail vs. wholesale), products on the order, or most any other criteria you can define. These options can ensure your most important and time sensitive orders get handled first. Most important is that you could gain efficiencies by having the warehouse picking certain types of orders as part of the same batch instead of scattered throughout the day.

=Shipping Best Practices=
There are several things you can do to improve. Based on our decades of experience, here is a list of our recommended improvements and the order in which you might consider implementing them.

==Entry Level==
*Shipping station in warehouse - First and foremost, you'll want at least one CMS workstation set up in your warehouse. If you're still printing shipping labels in the office and carrying them out to the warehouse, it's time to move that operation out to the warehouse.

==Good==
* Get a [http://www.ups.com/content/us/en/resources/sri/wor150.html thermal printer from UPS] so you can print 4x6 thermal shipping labels. In our experience, this same printer, if converted to using the stock manufacturer's driver instead of UPS's driver, can be set up to also work with Dazzle so you'll have one label printer for both carriers.
* Use the Manifest screen in CMS to ship with both UPS and USPS. This screen provides you with an identical shipping process for both carriers including a single click to add packages to your shipment when more are needed than CMS projected. Just click the Label button and CMS will trigger the appropriate label to print from UPS Worldship or [http://www.endicia.com/all-partners/integrated-partners/newhaven-software Endicia's Dazzle] software (USPS.) In CMS 10.0 we've also added dimensions to the Manifest which will be required for more packages in 2015.

==Better==
*Scale - Connect an electronic scale to your shipping workstation so weights don't have to be typed in, avoiding errors and saving time.
*Bar codes - Add a package number bar code to your CMS invoice or pick ticket (e.g. InvoiceTemplate-MS-BC.rpt) to make adding a package to the Manifest a snap.

With the scale and scanner in place, you can just place the package on the scale and scan the bar code to have the package added to the Manifest and the weight automatically brought in from the scale. Easy, fast, and accurate! See our [http://wiki.newhavensoftware.com/index.php/CMS_System_Requirements CMS System Requirements] page for information on the scales and scanners CMS supports.

==Best==
* International - International shipping doesn't have to be chore! In fact it can be just as easy as a domestic shipment with the right setup. Just scan and print. CMS supports international shipping with USPS and our Endicia/Dazzle integration; and in CMS 10.0, we'll support it for our UPS Worldship XML integration as well. Take the time to set up each product's custom data (weight and country of origin, at least) to facilitate this automation. If you need to set this for hundreds or thousands of products/SKUs, call us and we can help by importing data or using SQL queries to help set them for you.
* Automated Label Printing - An option you can enable in CMS Setup is for automatic label printing on scan. This setting will use the weight from the scale (described above), or the CMS calculated weight if no scale is in place, to automatically print the appropriate shipping label as soon as the package bar code is scanned. Couldn't be faster or easier. In cases where you know you'll want to make changes to the shipment such as adding packages or changing shipping methods, you can type the package number into the Manifest instead and it will quickly bring up the package details without auto-printing the label.

=Summary=
Implementing the above best practices will allow you to maximize the efficiency and throughput of each shipping station. After implementing these solutions, we've seen companies reduce their number of shipping stations in the warehouse from four down to just one. You may still want to setup an additional shipping station so you have a backup and scalability.

Shipping Station - Best Practices

2014-08-22T18:31:05Z

Msnyder: /* Best */

=Overview=
In 2014 a team of our finest went on the road to visit clients all over the country. One of the biggest things we learned is how much room there is for improved efficiency in the shipping department. The great news is that there are quick and easy solutions.

=My Shipping Dept is Fine, Thank You=
All of our clients have been shipping long enough to have reliable processes in place...but that doesn't mean they're efficient. Consider some of the benefits of enhancing those processes:

*fewer shipping errors
*reduced hours/employees needed to ship each day
*have scalability to ship higher volumes of packages with your existing staff
*offer your customers a later cut-off time for same day shipping

Any of that sound interesting? Read on!

=Feeding the Warehouse=
Are you still printing orders one at a time as they save? That may be OK if you're processing 20 orders a day, but most of our clients are doing much more than that and would benefit from printing in selective batches. Use the Fulfillment->Batching option to either release a select number of orders to the warehouse (first-in, first-out) or create invoice filters to prioritize your fulfillment in other ways such as by shipping method, price category (retail vs. wholesale), products on the order, or most any other criteria you can define. These options can ensure your most important and time sensitive orders get handled first. Most important is that you could gain efficiencies by having the warehouse picking certain types of orders as part of the same batch instead of scattered throughout the day.

=Shipping Best Practices=
There are several things you can do to improve. Based on our decades of experience, here is a list of our recommended improvements and the order in which you might consider implementing them.

==Entry Level==
*Shipping station in warehouse - First and foremost, you'll want at least one CMS workstation set up in your warehouse. If you're still printing shipping labels in the office and carrying them out to the warehouse, it's time to move that operation out to the warehouse.

==Good==
* Get a [http://www.ups.com/content/us/en/resources/sri/wor150.html thermal printer from UPS] so you can print 4x6 thermal shipping labels. In our experience, this same printer, if converted to using the stock manufacturer's driver instead of UPS's driver, can be set up to also work with Dazzle so you'll have one label printer for both carriers.
* Use the Manifest screen in CMS to ship with both UPS and USPS. This screen provides you with an identical shipping process for both carriers including a single click to add packages to your shipment when more are needed than CMS projected. Just click the Label button and CMS will trigger the appropriate label to print from UPS Worldship or [http://www.endicia.com/all-partners/integrated-partners/newhaven-software Endicia's Dazzle] software (USPS.) In CMS 10.0 we've also added dimensions to the Manifest which will be required for more packages in 2015.

==Better==
*Scale - Connect an electronic scale to your shipping workstation so weights don't have to be typed in, avoiding errors and saving time.
*Bar codes - Add a package number bar code to your CMS invoice or pick ticket (e.g. InvoiceTemplate-MS-BC.rpt) to make adding a package to the Manifest a snap.

With the scale and scanner in place, you can just place the package on the scale and scan the bar code to have the package added to the Manifest and the weight automatically brought in from the scale. Easy, fast, and accurate! See our [http://wiki.newhavensoftware.com/index.php/CMS_System_Requirements CMS System Requirements] page for information on the scales and scanners CMS supports.

==Best==
* International - International shipping doesn't have to be chore! In fact it can be just as easy as a domestic shipment with the right setup. Just scan and print. CMS supports international shipping with USPS and our Endicia/Dazzle integration; and in CMS 10.0, we'll support it for our UPS Worldship XML integration as well. Take the time to set up each product's custom data (weight and country of origin, at least) to facilitate this automation. If you need to set this for hundreds or thousands of products/SKUs, call us and we can help by importing data or using SQL queries to help set them for you.
* Automated Label Printing - An option you can enable in CMS Setup is for automatic label printing on scan. This setting will use the weight from the scale (described above), or the CMS calculated weight if no scale is in place, to automatically print the appropriate shipping label as soon as the package bar code is scanned. Couldn't be faster or easier. In cases where you know you'll want to make changes to the shipment such as adding packages or changing shipping methods, you can type the package number into the Manifest instead and it will quickly bring up the package details without auto-printing the label.

=Summary=
Implementing the above best practices will allow you to maximize the efficiency and throughput of each shipping station. After implementing these solutions we've seen companies reduce their number of shipping stations in the warehouse from four down to just one. You may still want to setup an additional shipping station so you have a backup and scalability.

Shipping Station - Best Practices

2014-08-22T18:27:45Z

Msnyder: /* Better */

=Overview=
In 2014 a team of our finest went on the road to visit clients all over the country. One of the biggest things we learned is how much room there is for improved efficiency in the shipping department. The great news is that there are quick and easy solutions.

=My Shipping Dept is Fine, Thank You=
All of our clients have been shipping long enough to have reliable processes in place...but that doesn't mean they're efficient. Consider some of the benefits of enhancing those processes:

*fewer shipping errors
*reduced hours/employees needed to ship each day
*have scalability to ship higher volumes of packages with your existing staff
*offer your customers a later cut-off time for same day shipping

Any of that sound interesting? Read on!

=Feeding the Warehouse=
Are you still printing orders one at a time as they save? That may be OK if you're processing 20 orders a day, but most of our clients are doing much more than that and would benefit from printing in selective batches. Use the Fulfillment->Batching option to either release a select number of orders to the warehouse (first-in, first-out) or create invoice filters to prioritize your fulfillment in other ways such as by shipping method, price category (retail vs. wholesale), products on the order, or most any other criteria you can define. These options can ensure your most important and time sensitive orders get handled first. Most important is that you could gain efficiencies by having the warehouse picking certain types of orders as part of the same batch instead of scattered throughout the day.

=Shipping Best Practices=
There are several things you can do to improve. Based on our decades of experience, here is a list of our recommended improvements and the order in which you might consider implementing them.

==Entry Level==
*Shipping station in warehouse - First and foremost, you'll want at least one CMS workstation set up in your warehouse. If you're still printing shipping labels in the office and carrying them out to the warehouse, it's time to move that operation out to the warehouse.

==Good==
* Get a [http://www.ups.com/content/us/en/resources/sri/wor150.html thermal printer from UPS] so you can print 4x6 thermal shipping labels. In our experience, this same printer, if converted to using the stock manufacturer's driver instead of UPS's driver, can be set up to also work with Dazzle so you'll have one label printer for both carriers.
* Use the Manifest screen in CMS to ship with both UPS and USPS. This screen provides you with an identical shipping process for both carriers including a single click to add packages to your shipment when more are needed than CMS projected. Just click the Label button and CMS will trigger the appropriate label to print from UPS Worldship or [http://www.endicia.com/all-partners/integrated-partners/newhaven-software Endicia's Dazzle] software (USPS.) In CMS 10.0 we've also added dimensions to the Manifest which will be required for more packages in 2015.

==Better==
*Scale - Connect an electronic scale to your shipping workstation so weights don't have to be typed in, avoiding errors and saving time.
*Bar codes - Add a package number bar code to your CMS invoice or pick ticket (e.g. InvoiceTemplate-MS-BC.rpt) to make adding a package to the Manifest a snap.

With the scale and scanner in place, you can just place the package on the scale and scan the bar code to have the package added to the Manifest and the weight automatically brought in from the scale. Easy, fast, and accurate! See our [http://wiki.newhavensoftware.com/index.php/CMS_System_Requirements CMS System Requirements] page for information on the scales and scanners CMS supports.

==Best==
*International - International shipping doesn't have to be chore! In fact it can be just as easy as a domestic shipment with the right setup, just scan and print. CMS supports international shipping with USPS and our Endicia/Dazzle integration and in CMS 10.0 we'll support it for our UPS Worldship XML integration as well. Take the time to setup your products' custom data (weight and country of origin at least) to facilitate this automation. If you need to set this for hundreds or thousands of products/SKU's, call us and we can help by importing data or using SQL queries to help set them for you.
*Automated Label Printing - An option you can enable in CMS Setup is for automatic label printing on scan. This setting will use the weight from the scale (described above) or the CMS calculated weight if no scale is in place, to automatically print the appropriate shipping label as soon as the package bar code is scanned. Couldn't faster or easier. In cases where you know you'll want to make changes to the shipment such as adding packages or changing shipping methods, you can instead type the package number into the manifest and it will quickly bring up the package details without auto-printing the label.

=Summary=
Implementing the above best practices will allow you to maximize the efficiency and throughput of each shipping station. After implementing these solutions we've seen companies reduce their number of shipping stations in the warehouse from four down to just one. You may still want to setup an additional shipping station so you have a backup and scalability.

Shipping Station - Best Practices

2014-08-22T18:26:43Z

Msnyder: /* Good */

=Overview=
In 2014 a team of our finest went on the road to visit clients all over the country. One of the biggest things we learned is how much room there is for improved efficiency in the shipping department. The great news is that there are quick and easy solutions.

=My Shipping Dept is Fine, Thank You=
All of our clients have been shipping long enough to have reliable processes in place...but that doesn't mean they're efficient. Consider some of the benefits of enhancing those processes:

*fewer shipping errors
*reduced hours/employees needed to ship each day
*have scalability to ship higher volumes of packages with your existing staff
*offer your customers a later cut-off time for same day shipping

Any of that sound interesting? Read on!

=Feeding the Warehouse=
Are you still printing orders one at a time as they save? That may be OK if you're processing 20 orders a day, but most of our clients are doing much more than that and would benefit from printing in selective batches. Use the Fulfillment->Batching option to either release a select number of orders to the warehouse (first-in, first-out) or create invoice filters to prioritize your fulfillment in other ways such as by shipping method, price category (retail vs. wholesale), products on the order, or most any other criteria you can define. These options can ensure your most important and time sensitive orders get handled first. Most important is that you could gain efficiencies by having the warehouse picking certain types of orders as part of the same batch instead of scattered throughout the day.

=Shipping Best Practices=
There are several things you can do to improve. Based on our decades of experience, here is a list of our recommended improvements and the order in which you might consider implementing them.

==Entry Level==
*Shipping station in warehouse - First and foremost, you'll want at least one CMS workstation set up in your warehouse. If you're still printing shipping labels in the office and carrying them out to the warehouse, it's time to move that operation out to the warehouse.

==Good==
* Get a [http://www.ups.com/content/us/en/resources/sri/wor150.html thermal printer from UPS] so you can print 4x6 thermal shipping labels. In our experience, this same printer, if converted to using the stock manufacturer's driver instead of UPS's driver, can be set up to also work with Dazzle so you'll have one label printer for both carriers.
* Use the Manifest screen in CMS to ship with both UPS and USPS. This screen provides you with an identical shipping process for both carriers including a single click to add packages to your shipment when more are needed than CMS projected. Just click the Label button and CMS will trigger the appropriate label to print from UPS Worldship or [http://www.endicia.com/all-partners/integrated-partners/newhaven-software Endicia's Dazzle] software (USPS.) In CMS 10.0 we've also added dimensions to the Manifest which will be required for more packages in 2015.

==Better==
*Scale - Connect an electronic scale to your shipping workstation so weights don't have to be typed in, avoiding errors and saving time.
*Bar codes - Add a package number bar code to your CMS invoice or pick ticket (e.g. InvoiceTemplate-MS-BC.rpt) to make adding a package to the Manifest a snap

With the scale and scanner in place, you can just place the package on the scale and scan the bar code to have the package added to the manifest and the weight automatically brought in from the scale. Easy, fast, and accurate! See our [http://wiki.newhavensoftware.com/index.php/CMS_System_Requirements CMS System Requirements] page for information on the scales and scanners CMS supports.

==Best==
*International - International shipping doesn't have to be chore! In fact it can be just as easy as a domestic shipment with the right setup, just scan and print. CMS supports international shipping with USPS and our Endicia/Dazzle integration and in CMS 10.0 we'll support it for our UPS Worldship XML integration as well. Take the time to setup your products' custom data (weight and country of origin at least) to facilitate this automation. If you need to set this for hundreds or thousands of products/SKU's, call us and we can help by importing data or using SQL queries to help set them for you.
*Automated Label Printing - An option you can enable in CMS Setup is for automatic label printing on scan. This setting will use the weight from the scale (described above) or the CMS calculated weight if no scale is in place, to automatically print the appropriate shipping label as soon as the package bar code is scanned. Couldn't faster or easier. In cases where you know you'll want to make changes to the shipment such as adding packages or changing shipping methods, you can instead type the package number into the manifest and it will quickly bring up the package details without auto-printing the label.

=Summary=
Implementing the above best practices will allow you to maximize the efficiency and throughput of each shipping station. After implementing these solutions we've seen companies reduce their number of shipping stations in the warehouse from four down to just one. You may still want to setup an additional shipping station so you have a backup and scalability.

Shipping Station - Best Practices

2014-08-22T18:25:13Z

Msnyder: /* Entry Level */

=Overview=
In 2014 a team of our finest went on the road to visit clients all over the country. One of the biggest things we learned is how much room there is for improved efficiency in the shipping department. The great news is that there are quick and easy solutions.

=My Shipping Dept is Fine, Thank You=
All of our clients have been shipping long enough to have reliable processes in place...but that doesn't mean they're efficient. Consider some of the benefits of enhancing those processes:

*fewer shipping errors
*reduced hours/employees needed to ship each day
*have scalability to ship higher volumes of packages with your existing staff
*offer your customers a later cut-off time for same day shipping

Any of that sound interesting? Read on!

=Feeding the Warehouse=
Are you still printing orders one at a time as they save? That may be OK if you're processing 20 orders a day, but most of our clients are doing much more than that and would benefit from printing in selective batches. Use the Fulfillment->Batching option to either release a select number of orders to the warehouse (first-in, first-out) or create invoice filters to prioritize your fulfillment in other ways such as by shipping method, price category (retail vs. wholesale), products on the order, or most any other criteria you can define. These options can ensure your most important and time sensitive orders get handled first. Most important is that you could gain efficiencies by having the warehouse picking certain types of orders as part of the same batch instead of scattered throughout the day.

=Shipping Best Practices=
There are several things you can do to improve. Based on our decades of experience, here is a list of our recommended improvements and the order in which you might consider implementing them.

==Entry Level==
*Shipping station in warehouse - First and foremost, you'll want at least one CMS workstation set up in your warehouse. If you're still printing shipping labels in the office and carrying them out to the warehouse, it's time to move that operation out to the warehouse.

==Good==
*Get a [http://www.ups.com/content/us/en/resources/sri/wor150.html thermal printer from UPS] so you can print 4x6 thermal shipping labels. In our experience, this same printer, if converted to using the stock manufacture's driver instead of UPS's driver, can be setup to also work with Dazzle so you'll have one label printer for both carriers.
*Use the Manifest screen in CMS to ship with both UPS and USPS. This screen provides you with an identical shipping process for both carriers including a single click to add packages to your shipment when more are needed than CMS projected. Just click the Label button and CMS will trigger the appropriate label to print from UPS Worldship or [http://www.endicia.com/all-partners/integrated-partners/newhaven-software Endicia's Dazzle] software (USPS.) In CMS 10.0 we've also added dimensions to the Manifest which will be required for more packages in 2015.

==Better==
*Scale - Connect an electronic scale to your shipping workstation so weights don't have to be typed in, avoiding errors and saving time.
*Bar codes - Add a package number bar code to your CMS invoice or pick ticket (e.g. InvoiceTemplate-MS-BC.rpt) to make adding a package to the Manifest a snap

With the scale and scanner in place, you can just place the package on the scale and scan the bar code to have the package added to the manifest and the weight automatically brought in from the scale. Easy, fast, and accurate! See our [http://wiki.newhavensoftware.com/index.php/CMS_System_Requirements CMS System Requirements] page for information on the scales and scanners CMS supports.

==Best==
*International - International shipping doesn't have to be chore! In fact it can be just as easy as a domestic shipment with the right setup, just scan and print. CMS supports international shipping with USPS and our Endicia/Dazzle integration and in CMS 10.0 we'll support it for our UPS Worldship XML integration as well. Take the time to setup your products' custom data (weight and country of origin at least) to facilitate this automation. If you need to set this for hundreds or thousands of products/SKU's, call us and we can help by importing data or using SQL queries to help set them for you.
*Automated Label Printing - An option you can enable in CMS Setup is for automatic label printing on scan. This setting will use the weight from the scale (described above) or the CMS calculated weight if no scale is in place, to automatically print the appropriate shipping label as soon as the package bar code is scanned. Couldn't faster or easier. In cases where you know you'll want to make changes to the shipment such as adding packages or changing shipping methods, you can instead type the package number into the manifest and it will quickly bring up the package details without auto-printing the label.

=Summary=
Implementing the above best practices will allow you to maximize the efficiency and throughput of each shipping station. After implementing these solutions we've seen companies reduce their number of shipping stations in the warehouse from four down to just one. You may still want to setup an additional shipping station so you have a backup and scalability.

Shipping Station - Best Practices

2014-08-22T18:24:46Z

Msnyder: /* Feeding the Warehouse */

=Overview=
In 2014 a team of our finest went on the road to visit clients all over the country. One of the biggest things we learned is how much room there is for improved efficiency in the shipping department. The great news is that there are quick and easy solutions.

=My Shipping Dept is Fine, Thank You=
All of our clients have been shipping long enough to have reliable processes in place...but that doesn't mean they're efficient. Consider some of the benefits of enhancing those processes:

*fewer shipping errors
*reduced hours/employees needed to ship each day
*have scalability to ship higher volumes of packages with your existing staff
*offer your customers a later cut-off time for same day shipping

Any of that sound interesting? Read on!

=Feeding the Warehouse=
Are you still printing orders one at a time as they save? That may be OK if you're processing 20 orders a day, but most of our clients are doing much more than that and would benefit from printing in selective batches. Use the Fulfillment->Batching option to either release a select number of orders to the warehouse (first-in, first-out) or create invoice filters to prioritize your fulfillment in other ways such as by shipping method, price category (retail vs. wholesale), products on the order, or most any other criteria you can define. These options can ensure your most important and time sensitive orders get handled first. Most important is that you could gain efficiencies by having the warehouse picking certain types of orders as part of the same batch instead of scattered throughout the day.

=Shipping Best Practices=
There are several things you can do to improve. Based on our decades of experience, here is a list of our recommended improvements and the order in which you might consider implementing them.

==Entry Level==
*Shipping station in warehouse - First and foremost, you'll want at least one CMS workstation setup in your warehouse. If you're still printing shipping labels in the office and carrying them out to the warehouse, it's time to move that operation out to the warehouse.
==Good==
*Get a [http://www.ups.com/content/us/en/resources/sri/wor150.html thermal printer from UPS] so you can print 4x6 thermal shipping labels. In our experience, this same printer, if converted to using the stock manufacture's driver instead of UPS's driver, can be setup to also work with Dazzle so you'll have one label printer for both carriers.
*Use the Manifest screen in CMS to ship with both UPS and USPS. This screen provides you with an identical shipping process for both carriers including a single click to add packages to your shipment when more are needed than CMS projected. Just click the Label button and CMS will trigger the appropriate label to print from UPS Worldship or [http://www.endicia.com/all-partners/integrated-partners/newhaven-software Endicia's Dazzle] software (USPS.) In CMS 10.0 we've also added dimensions to the Manifest which will be required for more packages in 2015.

==Better==
*Scale - Connect an electronic scale to your shipping workstation so weights don't have to be typed in, avoiding errors and saving time.
*Bar codes - Add a package number bar code to your CMS invoice or pick ticket (e.g. InvoiceTemplate-MS-BC.rpt) to make adding a package to the Manifest a snap

With the scale and scanner in place, you can just place the package on the scale and scan the bar code to have the package added to the manifest and the weight automatically brought in from the scale. Easy, fast, and accurate! See our [http://wiki.newhavensoftware.com/index.php/CMS_System_Requirements CMS System Requirements] page for information on the scales and scanners CMS supports.

==Best==
*International - International shipping doesn't have to be chore! In fact it can be just as easy as a domestic shipment with the right setup, just scan and print. CMS supports international shipping with USPS and our Endicia/Dazzle integration and in CMS 10.0 we'll support it for our UPS Worldship XML integration as well. Take the time to setup your products' custom data (weight and country of origin at least) to facilitate this automation. If you need to set this for hundreds or thousands of products/SKU's, call us and we can help by importing data or using SQL queries to help set them for you.
*Automated Label Printing - An option you can enable in CMS Setup is for automatic label printing on scan. This setting will use the weight from the scale (described above) or the CMS calculated weight if no scale is in place, to automatically print the appropriate shipping label as soon as the package bar code is scanned. Couldn't faster or easier. In cases where you know you'll want to make changes to the shipment such as adding packages or changing shipping methods, you can instead type the package number into the manifest and it will quickly bring up the package details without auto-printing the label.

=Summary=
Implementing the above best practices will allow you to maximize the efficiency and throughput of each shipping station. After implementing these solutions we've seen companies reduce their number of shipping stations in the warehouse from four down to just one. You may still want to setup an additional shipping station so you have a backup and scalability.

Updating eCMS passwords

2013-11-07T17:23:50Z

Msnyder: /* CommerceV3 */ Swapped 9.0 and 8.0 since more people are on v9+ now.

Usernames and passwords for eCMS sites are maintained both in the web-based shopping cart's administration area as well as CMS.

==CommerceV3==
CommerceV3 stores have at least one account with full access to the entire store, and may have [[ECMS_Accounts|other accounts]] with varying levels of access.

The primary account's password must be changed at least once every 90 days. To do this, you must first change the password in your CV3 admin, then input the new password into CMS. Failure to enter the new password in CMS will prevent CMS from being able to connect to the CommerceV3 web services including downloading orders and uploading order status.

'''If you do not know your current password, or need it manually reset for any reason, contact [mailto:ecms@newhavensoftware.com eCMS Support] and we will be happy to assist you.'''

===Updating your CV3 password===
# Go the [https://store.commercev3.com/ShowView/login CV3 merchant login] site.
# Enter your current username and password.
# In the left nav menu, click '''Change Password'''.
# Enter your current password, a new password, confirm your new password, and add a password hint/reminder.
#* Your password must be at least 7 characters long and contain at least one number or symbol.
#* The password hint is what will be emailed to you if you forget your password and use the "Forgot my password?" link on the login page.
# Click '''Change Password'''.

===Updating the CV3 password in CMS===
The exact steps differ depending on your version of CMS.

====CMS 9.0 and later====
# Click the '''eCMS Options''' icon.
# Select your CV3 store from the list in the left-hand pane.
# In the right-hand pane, click on the '''Plug-in Options''' tab.
# Click on the row beginning with PASSWORD in the bottom section, and click the Edit icon (the rightmost of the 3 icons immediately above the option values).
# Enter your new CV3 password and click OK, then either Apply or OK in the Import Sources and Plug-ins window.

====CMS 8.0 and earlier====
# Click on the '''Setup''' icon, then the eCMS tab, then the Existing Account button.
#* Alternately, using the menu system, click '''Setup->eCMS->Existing Account'''.
# Enter your new CV3 password in the Password field and click OK.

Main Page

2013-10-30T20:25:02Z

Msnyder: /* eCMS Help */

{| align="left" style="float:left; margin:5px 25px 25px 0;"
| __TOC__
|}

==Introduction==
Thank you for visiting our wiki! We want to help provide answers to some of the common questions regarding our [http://www.newhavensoftware.com/cmspro Commerce Management System (CMS)] and our integrated [http://www.newhavensoftware.com/ecms shopping cart eCMS]. Besides this wiki CMS also has an internal help system that we regularly update. Currently this is a closed wiki so it cannot be edited by anyone other than NewHaven Software, but if you would like to contribute or make any suggestions please let us know.

If you have any questions or have a suggestion for further documentation please email [mailto:ecms@newhavensoftware.com eCMS/Web Support (ecms@newhavensoftware.com)].

==[[CMS Help]]==
The [[CMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven Software's] [http://www.newhavensoftware.com/cmspro CMS (Commerce Management Software)]. You can also checkout our [http://www.youtube.com/user/NewHavenSoftware YouTube] page for CMS video tutorials. For support or to request additional documentation please email [mailto:support@newhavensoftware.com General Support (support@newhavensoftware.com)].

===[[PCI Compliance]]===
For information on our commitment to security please see our detailed [[PCI Compliance]] article.

==[[eCMS Help]]==
The [[eCMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven Software's] [http://www.newhavensoftware.com/ecms eCMS/CV3 web based software solution]. You can also checkout our [http://www.youtube.com/user/NewHavenSoftware YouTube] page for eCMS video tutorials. For support or requests for further documentation please email [mailto:ecms@newhavensoftware.com eCMS/Web Support (ecms@newhavensoftware.com)].

Some of the most popular articles from the [[eCMS Help]] section:
* [[Updating eCMS passwords]] - How to update your eCMS password stored in CMS.
* [[eCMS Control Panel]] - An overview of eCMS admin screen.
* [[eCMS Product Discounts]] - How to setup Product Discounts.
* [[Promo Codes]] - Examples of using Customer Groups/Promo Codes.
* [[Email Blasts]] - How to set up and use email blasts.
* [[eCMS Shipping Groups]] - How to use shipping groups.
* [[eCMS Shipping Tables]] - How do I set up shipping tables in eCMS?
* [[eCMS Members]] - What is the members section?
* [[eCMS Help| more....]]

===[[Web Resources]]===
This is a list of helpful resources for web design and web development.

== [[Newest Articles Added]] ==
Click [[Special:NewestPagesBlog|here]] to see a list of the latest articles.

Main Page

2013-10-30T20:24:46Z

Msnyder: /* eCMS Help */

{| align="left" style="float:left; margin:5px 25px 25px 0;"
| __TOC__
|}

==Introduction==
Thank you for visiting our wiki! We want to help provide answers to some of the common questions regarding our [http://www.newhavensoftware.com/cmspro Commerce Management System (CMS)] and our integrated [http://www.newhavensoftware.com/ecms shopping cart eCMS]. Besides this wiki CMS also has an internal help system that we regularly update. Currently this is a closed wiki so it cannot be edited by anyone other than NewHaven Software, but if you would like to contribute or make any suggestions please let us know.

If you have any questions or have a suggestion for further documentation please email [mailto:ecms@newhavensoftware.com eCMS/Web Support (ecms@newhavensoftware.com)].

==[[CMS Help]]==
The [[CMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven Software's] [http://www.newhavensoftware.com/cmspro CMS (Commerce Management Software)]. You can also checkout our [http://www.youtube.com/user/NewHavenSoftware YouTube] page for CMS video tutorials. For support or to request additional documentation please email [mailto:support@newhavensoftware.com General Support (support@newhavensoftware.com)].

===[[PCI Compliance]]===
For information on our commitment to security please see our detailed [[PCI Compliance]] article.

==[[eCMS Help]]==
The [[eCMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven Software's] [http://www.newhavensoftware.com/ecms eCMS/CV3 web based software solution]. You can also checkout our [http://www.youtube.com/user/NewHavenSoftware YouTube] page for eCMS video tutorials. For support or requests for further documentation please email [mailto:ecms@newhavensoftware.com eCMS/Web Support (ecms@newhavensoftware.com)].

Some of the most popular articles from the [[eCMS Help]] section:
* [[Updating_eCMS_passwords]] - How to update your eCMS password stored in CMS.
* [[eCMS Control Panel]] - An overview of eCMS admin screen.
* [[eCMS Product Discounts]] - How to setup Product Discounts.
* [[Promo Codes]] - Examples of using Customer Groups/Promo Codes.
* [[Email Blasts]] - How to set up and use email blasts.
* [[eCMS Shipping Groups]] - How to use shipping groups.
* [[eCMS Shipping Tables]] - How do I set up shipping tables in eCMS?
* [[eCMS Members]] - What is the members section?
* [[eCMS Help| more....]]

===[[Web Resources]]===
This is a list of helpful resources for web design and web development.

== [[Newest Articles Added]] ==
Click [[Special:NewestPagesBlog|here]] to see a list of the latest articles.

CV3/Rackspace Email Hosting

2013-08-23T22:12:47Z

Msnyder:

==Overview==
This is a collection of information to help you use and manage your email accounts provided with your CommerceV3-hosted website.

==Server settings==
These settings will need to be added to whatever program you use to access email (Outlook, Outlook Express, Thunderbird, Mail, etc.)
* '''Incoming mail server (POP):''' secure.emailsrvr.com (port 995, SSL-enabled)
* '''Incoming mail server (IMAP):''' secure.emailsrvr.com (port 993, SSL-enabled)
* '''Outgoing mail server (SMTP):''' secure.emailsrvr.com (port 465, SSL-enabled)
** ''Some service providers may block port 465 from working on your network. If this is the case, alternate ports are 587 and 8025.''

==DNS configuration changes==
These changes will need to be added to your domain's DNS server(s), often hosted at your domain registrar or at CommerceV3. If you don't know where your DNS servers are located, please [mailto:ecms@newhavensoftware.com contact us] or have your technical representative do so, and we can assist.
==='''MX records'''===
* mx1.emailsrvr.com (TTL 900)
* mx2.emailsrvr.com (TTL 900)
==='''TXT record'''===
v=spf1 include:emailsrvr.com ~all

==Websites==
Webmail allows you access to your email anytime and anywhere you have access to the Internet with a standard web browser.
==='''Web access to email'''===
http://webmail.commercev3.com
==='''Email administration control panel'''===
Each domain has its own dedicated administrator account; this account's details were provided to you when your email accounts were first set up. If you do not have this information or have lost/forgotten the password, please [mailto:ecms@newhavensoftware.com email us] and we can help you recover it.

https://cp.rackspace.com

==Rackspace user guides==
[http://cdn.emailsrvr.com/Support-EmailAdministrativePanelGuide.pdf Email Admin Control Panel Guide]

[http://cdn.emailsrvr.com/Support-EmailWebmailGuide.pdf Webmail User Guide]

==Sending Mass Emails==
Any email sent from your domain's personal mailboxes (whether your own account or a general one such as ''info@mydomain.com'') can go to a maximum of 249 recipients at once. This restriction is imposed by Rackspace as their terms of service specifically prohibit the sending of bulk mail from the standard mail servers. Identical or extremely similar emails sent to 250 or more addresses are considered bulk email, and not allowed as it could cause the mail servers themselves to be throttled or blacklisted by external providers (Gmail, Yahoo, Hotmail, AOL, etc.). If you need to send out newsletters or other emails to large groups, you will need to either send them as an [[Email_Blasts|email blast]], or use a different service provider altogether.

You can read more about the Acceptable Use Policy here: [http://www.rackspace.com/apps/aup Rackspace Email AUP].

Email Blasts

2013-08-23T22:07:39Z

Msnyder: /* Introduction */

Updating eCMS passwords

2013-08-06T23:33:06Z

Msnyder: /* CommerceV3 */

Usernames and passwords for eCMS sites are maintained both in the web-based shopping cart's administration area as well as CMS.

==CommerceV3==
CommerceV3 stores have at least one account with full access to the entire store, and may have [[ECMS_Accounts|other accounts]] with varying levels of access.

The primary account's password must be changed at least once every 90 days. To do this, you must first change the password in your CV3 admin, then input the new password into CMS. Failure to enter the new password in CMS will prevent CMS from being able to connect to the CommerceV3 web services including downloading orders and uploading order status.

'''If you do not know your current password, or need it manually reset for any reason, contact [mailto:ecms@newhavensoftware.com eCMS Support] and we will be happy to assist you.'''

===Updating your CV3 password===
# Go the [https://store.commercev3.com/ShowView/login CV3 merchant login] site.
# Enter your current username and password.
# In the left nav menu, click '''Change Password'''.
# Enter your current password, a new password, confirm your new password, and add a password hint/reminder.
#* Your password must be at least 7 characters long and contain at least one number or symbol.
#* The password hint is what will be emailed to you if you forget your password and use the "Forgot my password?" link on the login page.
# Click '''Change Password'''.

===Updating the CV3 password in CMS===
The exact steps differ depending on your version of CMS.

====CMS 8.0 and earlier====
# Click on the '''Setup''' icon, then the eCMS tab, then the Existing Account button.
#* Alternately, using the menu system, click '''Setup->eCMS->Existing Account'''.
# Enter your new CV3 password in the Password field and click OK.

====CMS 9.0 and later====
# Click the '''eCMS Options''' icon.
# Select your CV3 store from the list in the left-hand pane.
# In the right-hand pane, click on the '''Plug-in Options''' tab.
# Click on the row beginning with PASSWORD in the bottom section, and click the Edit icon (the rightmost of the 3 icons immediately above the option values).
# Enter your new CV3 password and click OK, then either Apply or OK in the Import Sources and Plug-ins window.

CV3/Rackspace Email Hosting

2013-07-02T22:57:27Z

Msnyder: Created page with '==Overview== This is a collection of information to help you use and manage your email accounts provided with your CommerceV3-hosted website. ==Server settings== These settings …'

CV3 Auth Online

2013-04-22T23:14:48Z

Msnyder:

==Overview==
This article explains how to set up your CV3 website to authorize credit cards online. This allows you to catch many declined credit cards before the order is placed, reducing the burden on your customer service team to individually contact the purchasers for alternate payment information. You will still need to capture funds within CMS.

==Configuring your site to authorize cards online==
# To begin, log into your CV3 admin.
# Expand '''Settings->Options->Payment Options->Credit Card Options'''.
# You should already have selected the credit cards you will accept.
# Click the drop-down box labeled '''Choose the type of payment gateway you would like to use''' and select your payment gateway.

This will bring up some new fields, slightly different depending on your selection:

===Authorize.net===
* '''Username (API Login ID)
* '''Transaction key'''
* '''Auth Type: ''' Select Auth only (see the section below for the reason we recommend this)
* '''Auth Full Amount? ''' Recommend selecting "Yes" here to ensure the card has enough remaining balance for the order amount. Selecting No does a simple $1 authorization, which ensures the card is not frozen or disabled, but doesn't guarantee the funds are available.
* '''Service Location: ''' Select Authorize.net from the drop-down.

===TransFirst ePay===
* '''Account number'''
* '''Password'''
* '''Auth Type: ''' Select Auth only (see the section below for the reason we recommend this)
* '''Auth Full Amount? ''' Recommend selecting "Yes" here to ensure the card has enough remaining balance for the order amount. Selecting No does a simple $1 authorization, which ensures the card is not frozen or disabled, but doesn't guarantee the funds are available.
* '''Accept AVS Response ''' This determines what level of AVS match you want your website to accept - full, partial, or all ("all" means you will accept any order regardless of the AVS status). We strongly recommend you select Partial Matches or All Matches, since Exact Matches will exclude many valid results that use a different abbreviation than expected (St. vs. Street, etc.)
* '''Service Location: ''' Select "<nowiki>https://epaysecure.transfirst.com/elink/authms.asp</nowiki>" from the drop-down (the first option of the two, it may be pre-selected).

===Mercury Payment Systems===
* '''MerchantID'''
* '''Password'''
* '''Auth Type: ''' Select Auth only (see the section below for the reason we recommend this)
* '''Auth Full Amount? ''' Recommend selecting "Yes" here to ensure the card has enough remaining balance for the order amount. Selecting No does a simple $1 authorization, which ensures the card is not frozen or disabled, but doesn't guarantee the funds are available.
* '''Environment: ''' Select "Production" (unless you are in fact still testing your site's integration with MPS, in which case you should select "Testing").

When finished, scroll to the bottom of the page and click submit. From that point on any orders being placed on your live website will try to authorize credit cards with your processor as soon as the order is submitted. If an error occurs, the user will redirect back to the billing page with an error message displayed at the top (this will be the error returned by your credit card processor).

==Auth Only vs. Auth/Capture==
We generally recommend that authorize on the web and capture within CMS, rather than having the website do both. Capturing the funds within CMS allows you to issue refunds directly to the card from within CMS; if you have captured the funds on your website and just downloaded the order with the completed transaction, any refunds will need to be issued from your processor's website.

CV3 Auth Online

2013-04-22T23:10:33Z

Msnyder: Created page with '==Overview== This article explains how to set up your CV3 website to authorize credit cards online. This allows you to catch many declined credit cards before the order is place…'

==Overview==
This article explains how to set up your CV3 website to authorize credit cards online. This allows you to catch many declined credit cards before the order is placed, reducing the burden on your customer service team to individually contact the purchasers for alternate payment information. You will still need to capture funds within CMS.

==Configuring your site to authorize cards online==
# To begin, log into your CV3 admin.
# Expand '''Settings->Options->Payment Options->Credit Card Options'''.
# You should already have selected the credit cards you will accept.
# Click the drop-down box labeled '''Choose the type of payment gateway you would like to use''' and select your payment gateway.

This will bring up some new fields, slightly different depending on your selection:

===Authorize.net===
* '''Username (API Login ID)
* '''Transaction key'''
* '''Auth Type: ''' Select Auth only (see the section below for the reason we recommend this)
* '''Auth Full Amount? ''' Recommend selecting "Yes" here to ensure the card has enough remaining balance for the order amount. Selecting No does a simple $1 authorization, which ensures the card is not frozen or disabled, but doesn't guarantee the funds are available.
* '''Service Location: ''' Select Authorize.net from the drop-down.

===TransFirst ePay===
* '''Account number'''
* '''Password'''
* '''Auth Type: ''' Select Auth only (see the section below for the reason we recommend this)
* '''Auth Full Amount? ''' Recommend selecting "Yes" here to ensure the card has enough remaining balance for the order amount. Selecting No does a simple $1 authorization, which ensures the card is not frozen or disabled, but doesn't guarantee the funds are available.
* '''Accept AVS Response ''' This determines what level of AVS match you want your website to accept - full, partial, or all ("all" means you will accept any order regardless of the AVS status). We strongly recommend you select Partial Matches or All Matches, since Exact Matches will exclude many valid results that use a different abbreviation than expected (St. vs. Street, etc.)
* '''Service Location: ''' Select "<nowiki>https://epaysecure.transfirst.com/elink/authms.asp</nowiki>" from the drop-down (the first option of the two, it may be pre-selected).

===Mercury Payment Systems===
* '''MerchantID'''
* '''Password'''
* '''Auth Type: ''' Select Auth only (see the section below for the reason we recommend this)
* '''Auth Full Amount? ''' Recommend selecting "Yes" here to ensure the card has enough remaining balance for the order amount. Selecting No does a simple $1 authorization, which ensures the card is not frozen or disabled, but doesn't guarantee the funds are available.
* '''Environment: ''' Select "Production" (unless you are in fact still testing your site's integration with MPS, in which case you should select "Testing").

==Auth Only vs. Auth/Capture==
We generally recommend that authorize on the web and capture within CMS, rather than having the website do both. Capturing the funds within CMS allows you to issue refunds directly to the card from within CMS; if you have captured the funds on your website and just downloaded the order with the completed transaction, any refunds will need to be issued from your processor's website.

ECMS Help

2013-04-22T22:40:27Z

Msnyder: /* Commonly Asked eCMS Questions */

==[[eCMS Control Panel]] (Dashboard)==

[[eCMS Control Panel]] will explain the many different options in your eCMS interface/control panel.

==Commonly Asked eCMS Questions==

* [[eCMS Product Discounts]] - How to setup Product Discounts

* [[eCMS Product Images]] - How to add, delete, or modify product images.

* [[eCMS URL Parameters]] - Setting promo codes, price categories, customer groups, etc via URL stream

* [[Setup eCMS store in CMS]]

* [[eCMS Accounts]] - How to create multiple eCMS user accounts.

* [[eCMS Members]] - What is the members section?

* [[Promo Codes]] - Examples of using Customer Groups/Promo Codes.

* [[eCMS Gift Sets]] - How to setup Gift Sets in eCMS.

* [[eCMS Shipping Groups]] - How to use shipping groups.

* [[eCMS Product Export]] - How to export your eCMS products into a text file.

* [[eCMS Customer List Export]] - How to export the contents of an eCMS customer group to a text file.

* [[eCMS Email Blasts]] - How to create and send email blasts, and tips on managing your mailing list(s).

* [[eCMS Content Only Product]] - What is a content only product?

* [[eCMS File & Image Libraries#Allowed file types]] - What file types are allowed in the Image and File Libraries?

* [[eCMS Site Search]] - How site search works and ways to improve your results.

* [[eCMS Custom Category/Product Templates]]

* [[eCMS Webmail]]

* [[eCMS Adding Products]] - How to add products to eCMS

* [[eCMS Shipping Tables]] - How do I set up shipping tables in eCMS?

* [[eCMS cats to products]] - How can I quickly and easily add categories to my eCMS products after uploading them from CMS?

* [[eCMS tax tables]]

* [[Google Analytics for eCommerce]]

* [[eCMS URL Redirects]] - How do I set up redirects from old site links to new locations?

* [[eCMS Export Type]]

* [[eCMS Product Types]] - Differences between the various product types in eCMS

* [[eCMS Templates]] - Useful information on the eCMS templating system.

* [[eCMS Add an Affiliate]] - How to setup a new affiliate program.

* [[eCMS A/B Split Testing]] - Setting up A/B Split Testing in eCMS.

* [[Re-download_eCMS_orders|Re-downloading eCMS orders]] - How to re-download a batch of eCMS orders into CMS.

* [[CV3 Auth Online|Authorize credit cards online]] - How to set up your site to authorize credit cards on the web before the order is saved.

ECMS Email Blasts

2013-04-02T17:02:01Z

Msnyder: moved ECMS Email Blasts to Email Blasts: Terminology change.

#REDIRECT [[Email Blasts]]

Email Blasts

2013-04-02T17:02:01Z

Msnyder: moved ECMS Email Blasts to Email Blasts: Terminology change.

==Introduction==
As part of your website hosting, you have the ability to send out email blasts to predefined lists of customers. These can be special offers, regularly-scheduled newsletters, special bulletins, or anything else designed to go to a group that isn't specific to any one person. In general, any email where you're sending the same copy to multiple people should probably be sent through the email blast system (or a third-party service) rather than your personal email account. Email blast servers are generally specifically identified by their network providers as senders of authorized large-group email campaigns so they are less likely to be flagged as spam; the email server/domain hosting your personal account very likely is not identified as such.

==='''Important note for email services provided by CommerceV3'''===
As of February 25th, 2013, if your email service is provided as part of your CV3 site hosting, any email sent from your domain's personal mailboxes (whether your own account or a general one such as ''specials@mydomain.com'') may only send the same message to less than 250 recipients at once. Identical or extremely similar emails sent to 250 or more addresses are considered bulk mail and not allowed as it could cause the mail servers themselves to be throttled or blacklisted by external providers (Gmail, Yahoo, Hotmail, AOL, etc.). If you need to send out newsletters or other emails to large groups, you will need to either send them as an email blast as described below, or use a separete service provider. You can read more about the email Acceptable Use Policy here: [http://www.rackspace.com/apps/aup Rackspace Email AUP].

If you're not sure if your email service is part of your site hosting or not, drop a quick email to [mailto:ecms@newhavensoftware.com eCMS Support] and we can determine that for you.

==Creating and sending email blasts==
[[Create and send email blasts]]

==Managing mailing lists==
==='''Exporting customer emails from CMS for use with email blasts'''===
[[Export CMS customer list in CV3 format]]

==='''Importing an email list into a CV3 customer group'''===
[[Import CV3 email list]]

Main Page

2013-04-02T17:01:35Z

Msnyder: /* eCMS Help */

{| align="left" style="float:left; margin:5px 25px 25px 0;"
| __TOC__
|}

==Introduction==
Thank you for visiting our wiki! We want to help provide answers to some of the common questions regarding our [http://www.newhavensoftware.com/cmspro Commerce Management System (CMS)] and our integrated [http://www.newhavensoftware.com/ecms shopping cart eCMS]. Besides this wiki CMS also has an internal help system that we regularly update. Currently this is a closed wiki so it cannot be edited by anyone other than NewHaven Software, but if you would like to contribute or make any suggestions please let us know.

If you have any questions or have a suggestion for further documentation please email [mailto:ecms@newhavensoftware.com eCMS/Web Support (ecms@newhavensoftware.com)].

==[[CMS Help]]==
The [[CMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven Software's] [http://www.newhavensoftware.com/cmspro CMS (Commerce Management Software)]. You can also checkout our [http://www.youtube.com/user/NewHavenSoftware YouTube] page for CMS video tutorials. For support or to request additional documentation please email [mailto:support@newhavensoftware.com General Support (support@newhavensoftware.com)].

===[[PCI Compliance]]===
For information on our commitment to security please see our detailed [[PCI Compliance]] article.

==[[eCMS Help]]==
The [[eCMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven Software's] [http://www.newhavensoftware.com/ecms eCMS/CV3 web based software solution]. You can also checkout our [http://www.youtube.com/user/NewHavenSoftware YouTube] page for eCMS video tutorials. For support or requests for further documentation please email [mailto:ecms@newhavensoftware.com eCMS/Web Support (ecms@newhavensoftware.com)].

Some of the most popular articles from the [[eCMS Help]] section:
* [[eCMS Control Panel]] - An overview of eCMS admin screen.
* [[eCMS Product Discounts]] - How to setup Product Discounts.
* [[Promo Codes]] - Examples of using Customer Groups/Promo Codes.
* [[Email Blasts]] - How to set up and use email blasts.
* [[eCMS Shipping Groups]] - How to use shipping groups.
* [[eCMS Shipping Tables]] - How do I set up shipping tables in eCMS?
* [[eCMS Members]] - What is the members section?
* [[eCMS Help| more....]]

===[[Web Resources]]===
This is a list of helpful resources for web design and web development.

== [[Newest Articles Added]] ==
Click [[Special:NewestPagesBlog|here]] to see a list of the latest articles.

Email Blasts

2013-04-02T17:00:45Z

Msnyder:

Import CV3 email list

2013-04-02T16:52:25Z

Msnyder: Created page with 'Below are the steps to import a list of customer names and email addresses to a customer group in your CV3 site. This file can be generated from CMS as described previously, or …'

Below are the steps to import a list of customer names and email addresses to a customer group in your CV3 site. This file can be generated from CMS as described previously, or through any other means as long as the format is the same.

==File format==
These instructions assume that you have your email list in a plain text file with the following characteristics:
* 3 fields in order: first name, last name, and email address (empty if the information is not available for that customer, but an email address is required).
* Fields are delimited by a pipe character (Shift-\). If your file happens to be tab-delimited instead, ignore the instruction below to change it to pipe.

==Running the mail list import==
# Under '''Marketing->Email Campaigns''', click the '''Email List Management''' link in the top nav.
# Scroll down to the '''Import New Email Addresses''' section, third from the top.
# Click '''Choose File''' and browse to your text file.
# Change the delimiter type to Pipe.
# For '''Customer Type''', select the customer group from the drop-down that the imported customers should become part of.
#* Duplicates will not be created if the same email address is already in the system. In this case, they will be added to the group you select here as well as remaining in any other groups they are already part of.
# Enter your email address in the field provided (you will receive an email when the list has been processed).
# Check either of the option boxes if desired:
#* '''Update first name and last name for current customers:''' Check this box if you want the first and last name in this file to update any matching email addresses it finds on import. You may want to select this if you have an older list already in the system that is missing a lot of names to go with the email addresses, and are importing a more up-to-date list that contains names for everyone.
#* '''This is a complete list for the selected customer type (all others will be removed):''' Check this box '''''only''''' if you want to do a complete replacement of the contents of the customer group you selected. You may want to do this if you have a list of discount club members that updates monthly as new people are added and others drop off; otherwise you will probably want to leave this one unchecked and simply add to the existing list as a general rule.
# Click '''Import List'''. You will receive an email notification when the import is complete.

Export CMS customer list in CV3 format

2013-04-02T16:37:02Z

Msnyder: /* Setting up the mail list export in CMS */

The steps below outline how to export a list of customer names and e-mail addresses from CMS into a simple text file. This file is formatted to match that required to import this list into your CV3-hosted site for use with the built-in email blast system.

== Setting up the mail list export in CMS ==
# Click '''Customers->Mail List->Export from Mail List'''.
# Next to the Layout To Use drop-down box, click '''Setup'''.
## Give the layout a name.
## Immediately below, change the Record Separator to CR/LF.
## Change the Field Separator to a | character (the pipe: Shift-\).
## Click the '''Add Field''' button.
## Click the Field button just below, and select the First Name field.
## Repeat the 2 steps immediately above for the Last Name and Email Address fields.
## Click Save, then Close.
# Select your new layout from the drop-down.
# Choose a destination file named with a .txt extension.
# Next to the Use Filter drop-down box, click the triple-dot button.
## Give the filter a name.
## Select the criteria you'd like to use in this filter.
## Click Save, then Close.

== Running the mail list export ==
# Select your new layout and filter from the drop-down menus.
# Click Run Export.
# A popup will tell you how many records were exported, and the file location as a reminder.

Export CMS customer list in CV3 format

2013-04-02T16:36:47Z

Msnyder: Created page with 'The steps below outline how to export a list of customer names and e-mail addresses from CMS into a simple text file. This file is formatted to match that required to import thi…'

The steps below outline how to export a list of customer names and e-mail addresses from CMS into a simple text file. This file is formatted to match that required to import this list into your CV3-hosted site for use with the built-in email blast system.

== Setting up the mail list export in CMS ==
# Click '''Customers->Mail List->Export''' from Mail List.
# Next to the Layout To Use drop-down box, click '''Setup'''.
## Give the layout a name.
## Immediately below, change the Record Separator to CR/LF.
## Change the Field Separator to a | character (the pipe: Shift-\).
## Click the '''Add Field''' button.
## Click the Field button just below, and select the First Name field.
## Repeat the 2 steps immediately above for the Last Name and Email Address fields.
## Click Save, then Close.
# Select your new layout from the drop-down.
# Choose a destination file named with a .txt extension.
# Next to the Use Filter drop-down box, click the triple-dot button.
## Give the filter a name.
## Select the criteria you'd like to use in this filter.
## Click Save, then Close.

== Running the mail list export ==
# Select your new layout and filter from the drop-down menus.
# Click Run Export.
# A popup will tell you how many records were exported, and the file location as a reminder.

Create and send email blasts

2013-04-02T16:34:47Z

Msnyder: Created page with '==Overview== This article outlines the process to create, send, and schedule email blasts through your CV3-hosted website. ==Creating your email blast== ===Select or create the …'

==Overview==
This article outlines the process to create, send, and schedule email blasts through your CV3-hosted website.

==Creating your email blast==
===Select or create the email campaign for this blast===
Email blasts are organized under campaigns. These can be seasonal (Spring 2013), calendar-based (March, April), or themed (Easter deals).
# In your admin, click '''Marketing->Email Campaigns''' in the left nav.
#* '''NOTE:''' If under Marketing you see "Email List Management" instead, click it and then look back at the left nav (it should now read Email Campaigns). If it still shows Email List Management, please contact [mailto:ecms@newhavensoftware.com technical support].

====Create a new campaign for this email blast====
# Click '''New Campaign''' in the top nav.
# Enter a campaign name and click '''Submit'''.
# Proceed with the steps below.

====Select an existing campaign====
# Click on the campaign name.

===Create the new email blast===
In the '''To:''' or '''Subject:''' fields, you can use special merge fields to personalize the emails sent via this blast. Use any of the following in either field (note that first, last, and full names may be empty if you have imported an email list without them):
* <nowiki>{{first_name]]</nowiki> - the person's first name as recorded in your admin.
* <nowiki>{{last_name]]</nowiki> - the person's last name as recorded in your admin.
* <nowiki>{{name]]</nowiki> - the person's full name (first and last, separated by a single space) as recorded in your admin.
* <nowiki>{{email}}</nowiki> - the person's email address.

====Enter the initial setup information====
# Click '''New Email Blast'''.
# Enter a blast name (this is for your information only and will not be seen by the recipients).
# Enter an email subject.
# Enter the From name (this is a human-friendly name associated with the sending email address, such as "MyCompany Special Offers".
# Enter the From email address (this is the email address the blast appears to be sent from, so any replies will go here - it should be a real mailbox even if it's not regularly monitored).
# Enter the To: name (this is a human-friendly name associated with the recipient's email address; you can use the person's name if you have it by entering the merge field shown above).
# Enter your company's mailing address information (this is used in the opt-out message embedded in the email footer).
# Click '''Save and Continue'''.

====Enter the text and HTML for the email itself====
# In the large box on the next page, you will fill in the actual email going out to your customers. This can either be plain text, or a full HTML page (an email blast should really be HTML).
#* You can use the same merge fields from the previous page in here as well, for instance to begin your email with a personalized greeting <nowiki>("Happy Spring, {{first_name}}!").</nowiki>
# When finished, click '''Save and Continue'''.

====Previewing and testing the email====
The next page shows the basic layout of the email as it will be sent to customers. If any section doesn't look right to you, click the '''Edit <section>''' button on the right-hand side of the page. If everything checks out, you're ready to send a test.
# Click the '''Send Test''' button at the bottom of the preview page.
# On the next page, enter first/last names and email addresses for anyone you want to send a test email to (either in or out of your organization).
#* If this is your first email blast and you will be using the same test accounts over and over, you can check the '''Make these addresses my default tests''' checkbox before continuing.
# Click '''Send Test'''.
# Look over the test email you receive. If you want to make any changes, click the '''Edit Again''' link. Otherwise, click the '''Send Blast''' link to select the recipient list and schedule the email blast.
#* If you click '''Return to List''' instead, you will be returned to the main Email Campaigns page. From there you will need to click into the campaign, then the new blast, and re-send the test before proceeding.

==Sending the email blast==
To send the email blast, you will need to choose a list of customers to send to, and then select when the email will be sent.

===Selecting recipients===
This page should come up immediately after clicking '''Send Blast'''.
# '''Customer Type''' is a list of your customer groups. Select one or more of those as your recipient list.
# If you wish to exclude people in another group (for instance, send to All Customers but exclude Partners), select the group(s) to exclude from the '''Exclude Customer Type
# The next two exclusion boxes will be empty if this is your first email blast.
# When complete, click '''Next'''.

===Scheduling the email blast===
# Select the send date, and the send time (times are in the Eastern U.S. time zone).
# Click '''Send Blast''' (or, if you see something about the recipient list that looks incorrect, click on '''Recreate List''' instead and repeat the recipient selection process on the previous page).

# On the next screen, enter the email body (note that you can use the same substitution values as in the header). This can be either plain text or a full HTML page.
# Click '''Save and Continue'''.
# Verify that all information in the header, body, and footer is correct before saving the blast.

Once the blast is set up, you can schedule it.

==Scheduling an email blast==
# If you want to send the blast only to email addresses added to eCMS during a specific date range, enter this rante into the '''From''' and '''To''' boxes.
# Select at least one '''customer type''' to send the blast to - these correspond to your store's customer groups.
#* You may also exclude the members of one or more customer groups in the next box if you wish.
#* The sum total of all customer groups included (minus exclusions) is then deduped; if a customer is a member of more than one selected group, they will only be sent one email.
# You may exclude email addresses who have responded (see definition below) to one or more of the selected email blasts, or email addresses who have never responded to any email.
# Click '''Next'''.
# Select the date and time you want the blast sent, and click '''Send Blast'''.

Email Blasts

2013-04-02T16:34:14Z

Msnyder: Created page with '==Introduction== As part of your website hosting, you have the ability to send out email blasts to predefined lists of customers. These can be special offers, regularly-schedule…'

==Introduction==
As part of your website hosting, you have the ability to send out email blasts to predefined lists of customers. These can be special offers, regularly-scheduled newsletters, special bulletins, or anything else designed to go to a group that isn't specific to any one person. In general, any email where you're sending the same copy to multiple people should probably be sent through the email blast system (or a third-party service) rather than your personal email account. Email blast servers are generally specifically identified by their network providers as senders of authorized large-group email campaigns so they are less likely to be flagged as spam; the email server/domain hosting your personal account very likely is not identified as such.

==='''Important note for anyone with eCMS-provided email service'''===
As of February 25th, 2013, if your email service is provided as part of your eCMS hosting, any email sent from your domain's personal mailboxes (whether your own account or a general one such as ''specials@mydomain.com'') may only send the same message to less than 250 recipients at once. Identical or extremely similar emails sent to 250 or more addresses are considered bulk mail and not allowed as it could cause the mail servers themselves to be throttled or blacklisted by external providers (Gmail, Yahoo, Hotmail, AOL, etc.). If you need to send out newsletters or other emails to large groups, you will need to either send them as an email blast as described below, or use a separete service provider. You can read more about the email Acceptable Use Policy here: [http://www.rackspace.com/apps/aup Rackspace Email AUP].

If you're not sure if your email service is part of your site hosting or not, drop a quick email to [mailto:ecms@newhavensoftware.com eCMS Support] and we can determine that for you.

==Creating and sending email blasts==
[[Create and send email blasts]]

==Managing mailing lists==
==='''Exporting customer emails from CMS for use with email blasts'''===
[[Export CMS customer list in CV3 format]]

==='''Importing an email list into a CV3 customer group'''===
[[Import CV3 email list]]

ECMS Help

2013-04-02T16:10:57Z

Msnyder: /* Commonly Asked eCMS Questions */

ECMS Help

2013-04-02T16:08:37Z

Msnyder: /* Commonly Asked eCMS Questions */

==[[eCMS Control Panel]] (Dashboard)==

[[eCMS Control Panel]] will explain the many different options in your eCMS interface/control panel.

==Commonly Asked eCMS Questions==

* [[eCMS Product Discounts]] - How to setup Product Discounts

* [[eCMS Product Images]] - How to add, delete, or modify product images.

* [[eCMS URL Parameters]] - Setting promo codes, price categories, customer groups, etc via URL stream

* [[Setup eCMS store in CMS]]

* [[eCMS Accounts]] - How to create multiple eCMS user accounts.

* [[eCMS Members]] - What is the members section?

* [[Promo Codes]] - Examples of using Customer Groups/Promo Codes.

* [[eCMS Gift Sets]] - How to setup Gift Sets in eCMS.

* [[eCMS Shipping Groups]] - How to use shipping groups.

* [[eCMS Product Export]] - How to export your eCMS products into a text file.

* [[eCMS Customer List Export]] - How to export the contents of an eCMS customer group to a text file.

* [[eCMS Email Blasts]] - How to create and send email blasts, and handle your mailing list(s).

* [[eCMS Content Only Product]] - What is a content only product?

* [[eCMS File & Image Libraries#Allowed file types]] - What file types are allowed in the Image and File Libraries?

* [[eCMS Site Search]] - How site search works and ways to improve your results.

* [[eCMS Custom Category/Product Templates]]

* [[eCMS Webmail]]

* [[eCMS Adding Products]] - How to add products to eCMS

* [[eCMS Shipping Tables]] - How do I set up shipping tables in eCMS?

* [[eCMS cats to products]] - How can I quickly and easily add categories to my eCMS products after uploading them from CMS?

* [[eCMS tax tables]]

* [[Google Analytics for eCommerce]]

* [[eCMS URL Redirects]] - How do I set up redirects from old site links to new locations?

* [[eCMS Export Type]]

* [[eCMS Product Types]] - Differences between the various product types in eCMS

* [[eCMS Templates]] - Useful information on the eCMS templating system.

* [[eCMS Add an Affiliate]] - How to setup a new affiliate program.

* [[eCMS A/B Split Testing]] - Setting up A/B Split Testing in eCMS.

* [[Re-download_eCMS_orders|Re-downloading eCMS orders]] - How to re-download a batch of eCMS orders into CMS.

Main Page

2013-01-30T00:18:12Z

Msnyder:

__NOTOC__

Welcome to The NewHaven Software Self-Help Wiki

Thank you for visiting our wiki! We want to help provide answers to some of the common questions regarding our [http://www.newhavensoftware.com/cmspro Commerce Management System (CMS)] and our integrated [http://www.newhavensoftware.com/ecms shopping cart eCMS]. As with any wiki this is a work in progress and we are always looking for suggestions for new articles or features you would like to see. If you have any questions or have a suggestion for further documentation please email:

[mailto:support@newhavensoftware.com General Support (support@newhavensoftware.com)]

[mailto:ecms@newhavensoftware.com eCMS/Web Support (ecms@newhavensoftware.com)]

Have you checked out our [http://www.youtube.com/user/NewHavenSoftware YouTube] page for video tutorials?

==[[CMS Help]]==
The [[CMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven Software's] [http://www.newhavensoftware.com/cmspro CMS (Commerce Management Software)].

==[[eCMS Help]]==
The [[eCMS Help]] section will provide answers to commonly asked questions regarding [http://www.newhavensoftware.com/ NewHaven Software's] [http://www.newhavensoftware.com/ecms eCMS/CV3 web based software solution].

===[[Web Resources]]===
This is a list of helpful resources for web design and web development.

== [[Newest Articles Added]] ==
Click [[Special:NewestPagesBlog|here]] to see a list of the latest articles.

Updating eCMS passwords

2012-12-13T00:50:45Z

Msnyder: Created page with 'Usernames and passwords for eCMS sites are maintained both in the web-based shopping cart's administration area as well as CMS. ==CommerceV3== CommerceV3 stores have at least on…'

Usernames and passwords for eCMS sites are maintained both in the web-based shopping cart's administration area as well as CMS.

==CommerceV3==
CommerceV3 stores have at least one account with full access to the entire store, and may have [[ECMS_Accounts|other accounts]] with varying levels of access.

The primary account's password must be changed at least once every 90 days. To do this, you must first change the password in your CV3 admin, then input the new password into CMS.

===Updating your CV3 password===
# Go the [https://store.commercev3.com/ShowView/login CV3 merchant login] site.
# Enter your current username and password.
# In the left nav menu, click '''Change Password'''.
# Enter your current password, a new password, confirm your new password, and add a password hint/reminder.
#* Your password must be at least 7 characters long and contain at least one number or symbol.
#* The password hint is what will be emailed to you if you forget your password and use the "Forgot my password?" link on the login page.
# Click '''Change Password'''.

===Updating the CV3 password in CMS===
The exact steps differ depending on your version of CMS.

====CMS 8.0 and earlier====
# Click on the '''Setup''' icon, then the eCMS tab, then the Existing Account button.
#* Alternately, using the menu system, click '''Setup->eCMS->Existing Account'''.
# Enter your new password in the Password field and click OK.

====CMS 9.0 and later====
# Click the '''eCMS Options''' icon.
# Select your CV3 store from the list in the left-hand pane.
# In the right-hand pane, click on the '''Plug-in Options''' tab.
# Click on the row beginning with PASSWORD in the bottom section, and click the Edit icon (the rightmost of the 3 icons immediately above the option values).
# Enter your new password and click OK, then either Apply or OK in the Import Sources and Plug-ins window.

ECMS Product URL Name Import

2012-07-25T16:29:10Z

Msnyder: /* Importing to eCMS */

=Overview=
Using the built-in product import tool, you can set product URL names in bulk rather than going into each product individually.

==File Setup==
# Open a new worksheet in Excel.
# In the top row, put these two fields (naming must be exact and is case-sensitive):
#* '''SKU'''
#* '''ProductURLName'''
# In the SKU column, list out your eCMS SKU codes (make sure the case is correct).
# In the next column over, put the text you want for the product portion of the URL ("product-url-name", without the quotes).
# Click '''File->Save As...''' and select Comma-delimited values.
#* Click Yes to any prompts that come up.

==Importing to eCMS==
# Inside the admin, open '''Inventory->Product Import'''.
# Click '''Choose File''' and browse for the text file you created above.
# Change the '''Type''' to comma-delimited in the top section of the page.
# Enter your address in the Email Notification field.
# Click the Submit button at the end of the top section.
# You should receive an email in a few minutes informing you that the import has been processed.

ECMS tax tables

2012-03-20T19:08:45Z

Msnyder: /* Viewing/Modifying Tax Tables */

==Overview==
Tax tables allow you to setup taxes for various states, cities, and counties. Tax tables are similar to shipping tables and can be configured in bulk using an import file.

==How Tax Tables Function==
Tax tables are inheriting and based on the '''city'''. This means that all cities in a state inherit the tax rate for the state, and all cities in a county'''*''' inherit the tax rate for the state, county, and city.

'''*''' Taxes are based on the city a user supplies for billing. If a user supplies a city that does not have a tax rate setup for it eCMS '''does not''' fall back to the county since eCMS has no way of knowing what county that city is in.

----

Below are samples to help illustrate how taxes are calculated.

{|border=1
|+Sample tax rates for California (not reflective of actual rates).
|-bgcolor=#A9BCD2
| City || State Rate || County Rate || Local Rate (City) || Calculated Amount
|-
|Los Alamitos || 0.0 || 0.0 || 8.750 % ||8.750 %
|-
|Los Alamos || 0.0 || 0.0 || 8.750 % ||8.750 %
|-
|Los Altos Hills || 0.0 || 0.0 || 9.250 % ||9.250 %
|-
|Los Altos || 0.0 || 0.0 || 9.250 % ||9.250 %
|-
|Los Angeles || 0.0 || 0.0 || 9.750 % ||9.750 %
|}

{|border=1
|+Sample tax rates for Washington (not reflective of actual rates).
|-bgcolor=#A9BCD2
| City || State Rate || County Rate || Local Rate (City) || Calculated Amount
|-
|Seattle || 4.0 % || 1.0 || 4.750 % ||9.750 %
|-
|Bellevue || 4.0 % || 1.0 || 4.50 % ||9.50 %
|-
|Everett || 4.0 % || 1.5 || 3.750 % ||9.250 %
|-
|Lynnwood || 4.0 % || 1.5 || 3.250 % ||9.250 %
|-
|Redmond || 4.0 % || 1.0 || 4.750 % ||9.750 %
|}

==Viewing/Modifying Tax Tables==
[[Image:Ecms_tax_table.JPG|thumb|300px| Tax tables in eCMS.]]

Login to your eCMS control panel and go to '''Settings >> Tax Tables'''. Here you can view or edit your tables. Click on the '''+''' next to each state to view or modify the tax rates for that state. If you want to include the shipping rates in your calculations place a check mark in the '''include shipping''' box.

===Setup New Tax table===
[[Image:Ecms_add_tax_table.JPG|thumb|300px| Adding new tax table in eCMS.]]

If you do not have any tax tables setup or would like to add a new city click on the '''Add Tax Tables''' link in the top left of the page. Here you can import a file, add a state, or add a city.

====Import Tax Tables====

You can use a comma or pipe ('''|''') separated file to import multiple tax rates at once. A valid import file may look like the one below '''(note there is no header row)'''.

<pre>
WA|6.5|Seattle|1.5|1||
WA|6.5|Redmond|1.2|1||
WA|6.5|Everett|1|1|.025|
</pre>

This would set the rate for the city of Seattle to 9.0% (state + city + county), the rate for Redmond to 8.7% (state + city + county), and the rate for Everett to 8.75% (state + city + county + local). '''Notice that for Seattle and Redmond the last column is blank.'''

====Add State====

If you want to add the tax for a state, select the state from the dropdown list and fill in the appropriate tax rate. You can also choose if you want the tax to apply to the '''Shipping State''' (where the package is shipped to) or the '''Billing State''' (the billing address used for payment).

====Add City====

Here you can setup the rate for the city, county (if any), and local rate (if any). Select the state from the dropdown list and fill in the '''City''', '''City Rate''', '''County Rate''', and '''Local Rate''' below.

AWS migration DNS updates

2012-01-09T19:41:48Z

Msnyder: Undo revision 1308 by Msnyder (Talk)

==Overview==
Distributed DNS service is available at no charge as part of your eCMS hosting. Service is provided through NeuStar, a top-tier, globally distributed DNS service provider ([http://www.ultradns.com NeuStar UltraDNS]) servicing many high-volume websites (including [http://www.kbb.com Kelley Blue Book] and [http://www.forbes.com Forbes.com]). '''This does not affect your domain registration - you still own your domain and have your own contact information listed at your registrar, you simply replace your registrar or ISP's nameservers with the ones provided by us.'''

Should you decide to run your own DNS servers or contract with another 3rd party (such as your registrar or Internet service provider) to run your DNS, you will need to make the changes below at your provider prior to your site's cloud migration.

==Required DNS changes for AWS migration==
* '''NOTE:''' If your registrar or DNS host offers the option, please set the time-to-live (TTL) value for the record currently pointing to your website to 60 before making the other changes below. This will ensure timely propagation of the other changes once they are made and minimize the site maintenance window during the migration itself. We also recommend leaving this set at 60 until well after the migration is completed.

'''If your primary domain or www site is hosted at another location, do not perform step 2 below.'''

# Create a CNAME record that directs your website to the AWS URL provided to you at the time of migration.
#* Example 1: www.mysite.com CNAME mysite-123456789.us-east-1.elb.amazonaws.com.
#* Example 2: store.mysite.com CNAME mysite-123456789.us-east-1.elb.amazonaws.com.
#* Your eCMS store is load balanced across multiple datacenters and multiple servers using Amazon's [http://aws.amazon.com/elasticloadbalancing Elastic Load Balancing/ELB] service. When an ELB is created, a semi-random URL is generated (the numbers will be different than 123456789 but the remainder of the example URLs should be the same). This URL lives for the duration of the ELB's lifetime.
# Add an A record for your base domain (used for a 301 redirect to the www site).
#* mysite.com A 184.73.175.197
#* Any requests for mysite.com (rather than www.mysite.com) will resolve to 184.73.175.197, which returns a 301 redirect (permanent) to the www site. Since a CNAME cannot exist as a record for a domain's apex record, a redirect is required to forward traffic from the apex domain to the store's primary subdomain.
#* '''''Again, if your eCMS store is not your www site, you most likely do not want to do this.''''' Please contact [mailto:ecms@newhavensoftware.com?subject=eCMS-Migration-Redirect ecms@newhavensoftware.com] if you have questions about this setting.

==On the day of your migration==
When you schedule your migration with us, if you will continue to manage your own DNS, please send us the contact information for the technical contact who will be making the actual DNS changes. We will put the engineer migrating your site in direct contact with him/her to coordinate.

# At the scheduled time, CV3 will disable your current site's checkout (with the site maintenance page) to migrate over the last orders and product updates that have not been migrated yet. This process should take only a few minutes.
# Once this is complete, you will receive an email notification to make the DNS changes outlined above (your technical contact will receive the AWS URL in advance).
# When the DNS updates have fully propagated (should be very quick if your TTL has been adjusted), all requests will go to the new platform. To check the propagation status, look up your eCMS site name at another DNS server such as Google's public-facing DNS (8.8.8.8 or 8.8.4.4).

AWS migration DNS updates

2012-01-09T18:32:15Z

Msnyder:

==Overview==
Distributed DNS service is available at no charge as part of your eCMS hosting. Service is provided through NeuStar, a top-tier, globally distributed DNS service provider ([http://www.ultradns.com NeuStar UltraDNS]) servicing many high-volume websites (including [http://www.kbb.com Kelley Blue Book] and [http://www.forbes.com Forbes.com]). '''This does not affect your domain registration - you still own your domain and have your own contact information listed at your registrar, you simply replace your registrar or ISP's nameservers with the ones provided by us.'''

Should you decide to run your own DNS servers or contract with another 3rd party (such as your registrar or Internet service provider) to run your DNS, you will need to make the changes below at your provider prior to your site's cloud migration.

==Required DNS changes for AWS migration==
* '''NOTE:''' If your registrar or DNS host offers the option, please set the time-to-live (TTL) value for the record currently pointing to your website to 60 before making the other changes below. This will ensure timely propagation of the other changes once they are made and minimize the site maintenance window during the migration itself. We also recommend leaving this set at 60 until well after the migration is completed.

# Create a CNAME record that directs your website to the AWS URL provided to you at the time of migration.
#* Example 1: www.mysite.com CNAME mysite-123456789.us-east-1.elb.amazonaws.com.
#* Example 2: store.mysite.com CNAME mysite-123456789.us-east-1.elb.amazonaws.com.
#* Your eCMS store is load balanced across multiple datacenters and multiple servers using Amazon's [http://aws.amazon.com/elasticloadbalancing Elastic Load Balancing/ELB] service. When an ELB is created, a semi-random URL is generated (the numbers will be different than 123456789 but the remainder of the example URLs should be the same). This URL lives for the duration of the ELB's lifetime.

==On the day of your migration==
When you schedule your migration with us, if you will continue to manage your own DNS, please send us the contact information for the technical contact who will be making the actual DNS changes. We will put the engineer migrating your site in direct contact with him/her to coordinate.

# At the scheduled time, CV3 will disable your current site's checkout (with the site maintenance page) to migrate over the last orders and product updates that have not been migrated yet. This process should take only a few minutes.
# Once this is complete, you will receive an email notification to make the DNS changes outlined above (your technical contact will receive the AWS URL in advance).
# When the DNS updates have fully propagated (should be very quick if your TTL has been adjusted), all requests will go to the new platform. To check the propagation status, look up your eCMS site name at another DNS server such as Google's public-facing DNS (8.8.8.8 or 8.8.4.4).