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Online Store Builder / Web Site Shopping
Cart Software:
Introduction:
Thank
you for choosing FORTUNE3 for your Web E-Commerce solution.
The 'FORTUNE3™ E-Commerce
Wizard software will assist you in designing, managing
and creating an online store solution from your own PC.
This advanced Web store builder & shopping cart software
is today's best tool to easily create complete E-Commerce
Web sites and sell products online. |
This tutorial (Wizard Help) will walk you through every
screen, section, and field that the FORTUNE3 Shopping
Cart Wizard contains. If you find the time, FORTUNE3™
recommends that you read this entire document to gain
a better understanding of the entire software and its
functionalities. If you don't, this tutorial can be used
to gain a better understanding of a particular screen
or field that you are having trouble with. You may use
the Wizard Help's Index to quickly find the screen you
need help with. You should also consider that every screen
on the FORTUNE3 Wizard contains a question mark image.
Clicking on this image will take you to that screen's
instructions and help section:
Sample Companies:
This tutorial will show image captures and explain samples
from FORTUNE3's 2 Sample Companies: Outdoors
and Fishing and F3
Computers. Reading along the tutorial while at the
same time working with the sample companies in the FORTUNE3
Wizard and browsing through the sample sites will help
you better understand the software's features.
The Outdoors and Fishing sample company comes pre-installed
with the FORTUNE3 Wizard. If you have deleted the sample
company, you may retrieve it by following these instructions:
| • |
Click
here to download the Outdoors and Fishing data
file. |
| • |
Click to Save the file outdoors.f3x
on your local PC. |
| • |
Open the FORTUNE3 Wizard,
and on the Open Screen,
select the last option - "Import Existing Company
Data" and click on "Import".
|
| • |
Browse through your PC to
find the outdoors.f3x file saved in Step 2. Select
it and click on Open. |
The F3 Computers Wizard data can be retrieved by following
these instructions:
| • |
Click
here to download the F3 Computers data file. |
| • |
Click to Save the file f3computers.f3x
on your local PC. |
| • |
Open the FORTUNE3 Wizard,
and on the Open Screen,
select the last option - "Import Existing Company
Data" and click on "Import".
|
| • |
Browse through your PC to
find the f3computers.f3x file saved in Step 2. Select
it and click on Open. |
In addition, you may browse the sample sites by going
to their URL's:
Outdoors
and Fishing - http://www.fortune3.com/Shop@Outdoors/
F3
Computers - http://www.fortune3.com/F3Computers/ |
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Online
Store Builder / Shopping Cart Software: Getting Started |
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Upon opening the Wizard software you
will be prompted to either "Create a New Company",
"Open an Existing Company" or "Import
Existing Company Data". By default, the FORTUNE3™
Shopping Cart & ECommerce Wizard software is set to
create a new company. To open an existing company (a company
is the same as an individual online store), click on the
radio button next to "Open an Existing Company",
select the company that you want to open from the
list, and click "Open". If you
are importing your company from a Rescue File or a Wizard
Exported file (.f3x), select "Import Existing Company
Data", click on "Import", and then
browse for your saved Rescue File (.zip or .f3x), select
it and click on "Open".Otherwise, to create a
New Company, click on "Create".
For each online store
(Company) that you create, the FORTUNE3™ E-Commerce
software and Shopping Cart Wizard software generates
an online storefront Website through a set of files
and saves a database on your computer's local drive.
You can modify your E-Commerce Web site at any time
and perform updates as necessary on the FORTUNE3 Wizard
and upload to your Web hosting account with FORTUNE3
or 3rd party provider.
The first screen displayed when a new or existing company
is opened is "Company Information".
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Company Information
Editing and updating your online store information
is simple.
The FORTUNE3™ Wizard & E-Commerce Web Site software
is a fully customizable shopping cart software that features
smart entry boxes to simplify the process of creating
your online store as well as editing your E-Commerce Web
site information.
To guarantee peak performance,
make sure that the information you provide is accurate.
This screen prompts you to provide
general Company Information. The FORTUNE3™
Online Store Builder software displays entry boxes
with black titles indicating that the information
is optional. Red titles are used to indicate that
the information is required. Some entry-forms require
completion of all of the entry boxes.
The information you enter in this section will establish
some of the functionality of your online store, E-Commerce
Website and Web site shopping cart. To guarantee that
you are immediately notified of all sales activity
in your online shopping cart, please make sure that
the E-mail addresses and other required contact information
are accurate.
NOTE:
You cannot advance to the next entry-form until all of
the required fields have been completed in the current
entry-form.
Each entry-form contains data
fields that are of special interest with regard to
the functionality of your E-Commerce shopping cart,
for example:
Company
Name -
This should be your company's correct legal name,
it is displayed in several sections of your site including
the Terms of Sale and Privacy Policy, as well as in
the Title of all product and category pages (and meta
tags) by default.
Address,
City, State/Province & Zip Code
- Used to calculate shipping costs, print
labels & displayed as your company's contact information
on your web store.
Country
- Select the Country in which your Company's
main location is registered. This info is also displayed
on your company's contact information. Once you select
your country, the list of States will get updated so you
can select the state you are in within your country. Shipping
settings will be applicable according to the country you
select here.
Currency
- Used to include the currency unit for all
of your shopping cart transactions.
Currency
Conversion and Languages - These options
are used to make it easier for your customers to view
and use your site.
The Currency Conversion is used to let the customers see
exactly what the products' price is in their own currency.
You can pick which currencies you would like to make available
to your customers.
NOTE:
Orders will not be processed in multiple currencies by
default. If your credit card processor can process payments
in multiple currencies, and you would like your web store
to process orders in multiple currencies, please contact
FORTUNE3.
The Language Translations are
used to make it easier for a customer to use your site
if the language your site is built in is not their first
language. You can choose which languages to translate
to from whichever language your site has been created
in.
NOTE:
The translator may make a rough translation, and may not
be absolutely true to the verbiage you use on your site.
This is mainly used to give customers without the ability
to read your site normally a better, easier way to understand
and browse your site. Our translation tool utilizes the
Google Translator and may not be 100% accurate. Also,
the translator will only recognize basic text; it will
not change the text on buttons, images or other objects.
For the Currency Conversion
and the Language Translations, you have the ability to
choose how you want these options to be displayed to the
customer. You can choose to display them on either a Drop-down
List, or as a series of flag images of the related countries.
To add your allowed currencies and/or languages, select
your choice from the boxes on the left one at a time,
and click on the "Add" button until all of your
choices show up in the boxes on the right.
Sales
Dept. E-mail
- Enter the e-mail address where you want
order notifications to be sent to, this address will
also be displayed on your website as your contact
e-mail address. If you would like your order confirmation
e-mails to go to multiple e-mail addresses, enter
the various e-mail addresses in this box, each e-mail
address should be separated by a semi-colon ( ; ).
Store
Info E-Mail
- Contact
Form e-mails from your web store's default contact
form will be sent to this e-mail address.
Unit of Measure
- Enter the measuring system that your company
operates on.
Contact Name
- Enter the Administrator's Contact Name
for FORTUNE3 references.
Website
Admin E-Mail -
Enter the e-mail address where the web site administrator
will receive relevant information, messages, news, FORTUNE3
Upgrades, wholesale account requests, and reports. If
you did not enter anything under Store Info E-mail,
the Contact Form e-mails from your web store's default
contact form will also be sent to this e-mail address.
Username
(Company ID) and
Password - You need to identify
your company by selecting a "Username (Company
ID)" and "Password". The Username
will identify the company; it will be also used as part
of the temporary web site's URL and part of your secure
pages' URL if you will be using FORTUNE3's free SSL. (I.e.http://www.fortune3.com/username/),
and to log in to the Administration Site from any web
browser. The information provided
will be used on your online store where applicable. Your
password can be retrieved or changed anytime in the Administration
Site login screen. Your username can only be changed by
contacting FORTUNE3. Your username will not be activated
until your site has been uploaded at least one time (until
you click on "Create Site").
Template Footer (represented
by the token {companyinfo} on your template):
All of the web pages on your online store, E-Commerce
website and shopping cart will contain the following information
by default to display your company information to visitors.
This information can only be removed by removing the {companyinfo}
token from your template's HTML code (see My
Template):
Company Name
Address
City, State, Zip Code
Country
Sales Dept. E-mail
Phone & Ext.
Fax
Powered by FORTUNE3
E-Commerce Solutions - E-Commerce Shopping Cart Software
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The FORTUNE3 Shopping Cart & E-Commerce
Wizard software offers you the options of creating a B2C
Web Site (retail), a B2B Website (wholesale),
or both within the same site. You should consider whether
or not you want to allow the general public to view your
web site (retail), to limit the access to approved
users only (wholesale), or both. If you enable
both retail and wholesale, your retail site will allow
the general public to access your product listing and
purchase, and your wholesale restricted-access section
will allow your approved wholesale customers to log in
and buy from you at wholesale prices. Place a check-mark
next to "Create Retail Web Site" and/or
"Create Wholesale Web Site" (in the Wholesale
Options screen) according to your company's requirements.
Retail
Website:
By creating a Retail Web Site, your E-Commerce
website, online store and shopping cart will be available
to the general public. Thus giving the public access
to your online store without requiring an Authorized
Login, at these regular URLs:
http://domainname (i.e. http://www.naturalab.com)
or if you are not using a domain name
for your FORTUNE3 store:
http://www.fortune3.com/Username/ (i.e. http://www.fortune3.com/naturalab/)
Retail
Payment Methods:
You can specify the payment methods that you will be
accepting for your retail shopping cart. If you do not
have a retail web site, this option will be disabled.
If you have both, retail and wholesale shopping carts,
you should specify the payment methods for each portion
of the shopping cart. The retail shopping-cart payment-methods
are specified here and the wholesale shopping-cart payment-methods
are specified in the next section "Wholesale
Options".
Credit
Cards: Merchant Accounts & PayPal:
Once your online store
and shopping cart has been created, you may need a Merchant
Account to process payments online. If you don't have
a Merchant Account you can either apply through
FORTUNE3 or through any other merchant account provider
- click
here for more information. Until then, your shopping
cart will not be able to process payments automatically
unless you use PayPal or Google Checkout. However, the
complete credit card information for the shopping cart
orders will be saved and available through your Administration
Site. If you do not want to open an Internet Merchant
Account, you don't need to. You can process the cards
manually (through your in-store credit card terminal)
by keying in the credit card numbers that are displayed
in the Administration Site for each order. Credit
Card numbers will only be displayed on the Administration
Site to registered customers, they will be blocked
by X's during the 30-day trial period. In addition, the
customers' CVV (Credit Card Validation) code will never
be recorded or visible as it is illegal to save these
numbers.
"PayPal" is a free service provided for FORTUNE3's
customers. A "PayPal" setup screen is available
in the Administration Site, so in addition to
check-marking the PayPal payment method on this screen,
you will need to go to your Administration Site
and follow the steps to link your PayPal account to your
FORTUNE3 web store.
IMPORTANT NOTE: If you are only using
PayPal Website Payments Standard for your order processing,
ONLY choose "PayPal" on this screen and make
sure that ALL credit cards are un-checked, as PayPal will
handle your credit card transactions, not your FORTUNE3
shopping cart.
Wire
Transfer, C.O.D., Electronic Checks and Open Credit:
You
can offer "Wire Transfers" as a payment
method in your shopping cart, but only to provide information
to the customer about the bank account where payments
should be wired to. When a customer uses this payment
method, the money will not be wired automatically. Instead,
this will just provide your customers with the information
they need in order to perform the wire transfer. Please
fill in your Bank Account Information in order to accept
Wire Transfers.
"Electronic Checks" can be offered
as a payment method if you have an online check processor
connected to the processing gateway. "C.O.D."
and "Open Credit" can also be offered
as payment methods. You can limit the access to the "Open
Credit" option by requiring customers to enter
a password. Open Credit is generally used if some of your
customers use Purchase Orders to make payments to your
company. You would supply them with the password you have
selected to allow them access to the Open Credit option,
and then proceed by entering the other payment information
(ie. a P.O. Number). Simply click on the appropriate button
to specify a password.
For Open Credit orders, you are solely responsible for
collecting payments from customers based on your credit
terms.
Setting up Payment Methods
in your Online Store:
To activate a "Payment Method" just
click on the appropriate check boxes. These represent
the Payment Methods that will be made available to your
customers during the checkout process.
Available Payment Methods:
"Cash", "Money Orders", "Personal
Checks", "Cashier's Checks", "Electronic
Checks", "PayPal", "Other" and
the following credit cards: "Visa", "Master
Card", "Amex", "Discover", "Diners",
"JCB", "Solo" (U.K.), "Switch/Maestro"
(U.K.).
PayPal
- Checking this option will make the PayPal
Website Payments Standard or the PayPal Express Checkout
options present during the checkout process of your shopping
cart. You do not need a Merchant Account or Gateway to
accept PayPal, all you need is a PayPal Premier or Business
account that can accept payments.
To activate PayPal as a payment method, check-mark the
PayPal payment option. After you have uploaded your site,
you must link your PayPal account to your shopping cart.
To do this, you must log in to your Administration
Site and follow the instructions under "Link
PayPal Account".
Wire Transfer
- Checking this option requires that you to
specify your bank account information using the "Set
Bank Account" button. The bank account information
form prompts for the following information: "Bank Name",
"Bank Address", "Bank Phone", "Routing
or ABA #" and your actual "Account #".
NOTE: Check-marking
the Wire Transfer will not have your site transfer the
funds from the bank account on its own; it simply displays
your banking info to the customer so that they can make
the Wire Transfer themselves.
C.O.D.
- Checking this option allows "C.O.D."
(Cash On Delivery) payments.
Open
Credit - Checking this option activates
"Open Credit" as a payment option. You
can limit the access to the "Open Credit"
option by requiring customers to enter a password. Open
Credit is generally used if some of your customers use
Purchase Orders in order to make payments to your company.
You would supply them with the password you have selected
to allow them access to the Open Credit option, and then
proceed by entering the other payment information (ie.
a P.O. Number). Simply click on the "Set Credit Password"
button to specify a password.
For Open Credit orders, you are solely responsible
for collecting payment from customers based on your
credit terms.
NOTE: This option requires
setting a password to limit the access to this payment
method.
Credit
Card Surcharge:
You can specify surcharge percentages for the credit
card transactions on your retail shopping cart. Enter
the surcharge percentage amounts according to the credit
card types. The appropriate amount will be automatically
added during the shopping cart check-out process. Some
states and countries prohibit credit card surcharges
to be passed on to the final consumers, FORTUNE3 strongly
recommends that you check with the laws of your country
or state regarding credit card surcharges before adding
one to your shopping cart.
Security
/ Authorization Method: If you have a Merchant Account
/ Gateway:
To activate a merchant account and link it to your
shopping cart, you must provide all of the required information,
as well as your designated processing gateway. In most
cases your E-Commerce website can be linked to your current
merchant account and gateway to process your shopping
cart sales. You should contact
FORTUNE3 in order to activate your payment Gateway
and/or Merchant Account.
In order to minimize fraud
liability, check the box "The SHIPPING ADDRESS must
match the card holder's BILLING ADDRESS". If you
have this box checked, your checkout pages will not
ask the customers to enter a Shipping Address, it will
only ask for a Billing Address and assume that the Shipping
Address is the same.
Select whether you want to Authorize transactions, or
simply Pre-Authorize them with your credit card gateway.
By choosing to authorize your transactions, your payment
processing gateway will automatically submit the authorization
for the funds on the given card, and begin the move of
the funds into your merchant account. By choosing to Pre-Authorize
your transactions, this will check to make sure the funds
are available on the given card, however you will need
to either finish the authorization process within the
FORTUNE3 Administration Site by clicking to charge for
the transaction or by signing into your Processing Gateway
and completing the charge on the card (or capturing the
pre-authorization).
Shipping
& Billing Countries:
Leave the right column blank
if you want to allow billing and shipping addresses
from anywhere in the world. If you want to limit the
countries in which your Retail shopping cart will allow
billing and shipping addresses from, choose those countries
on the left box, select if you want to limit Billing,
Shipping or Both to that country, and add click to Add
them. One by one, select each country that you want
to allow and click on the Add button. Once all countries
are added, your acceptable Bill-to and Ship-to Countries
will be listed on the right column. The limit type will
be displayed inside parentheses before the country name
on the right column - (B) for Billing, (S) for Shipping
and (2) for Both.
In this example, your retail site will be limiting the
Billing Countries to The United States, Canada and The
United Kingdom and limiting the Ship-To countries to
The United States, Canada and Australia.
Minimum Order Amount:
Enter
a value for your Retail Shopping Cart's Minimum Order
Amount. Customers on your retail site will not be able
to make a purchase until their shopping cart's total
value equals or exceeds the minimum amount specified
here.
Shopping
Cart Discounts:
You can set specific discounts for
your Retail and Wholesale Sites separately. These discounts
are based on either a percentage off of the total amount
or a set dollar amount off of the total amount. You can
set your own values in these fields. You can also designate
when to use these discounts.
As you see below, there is
a discount of $25 on any Retail order over $300. There
is also a discount of 15% on any Retail order with 5
or more Items in the customer's Shopping Cart.
IMPORTANT
NOTE: If two or more discounts apply
to the current contents of your customer's cart, only
the discount with the higher discounted value will be
applied to the customer's purchase.
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Wholesale Website:
The FORTUNE3 E-Commerce &
Shopping Cart Wizard software will grant access to the
"Wholesale Web Site" to authorized users
only. All new users wanting to view or purchase products
at "wholesale" will be required to register
on-line and get approved by the website administrator
through the Administration Site's "Manage
My Wholesale Customers" interface. With
a wholesale site, you can set various price levels in
order to have certain customers on specific pricing schedules.
These price levels are specified in each individual product's
properties screen. Please see the "My
Products" section of the help for more information.
You can specify which price level each of your wholesale
customers is on by going to your Administration Site and
managing your wholesale customers. You can also give each
customer a custom price list for each product you sell.
NOTE: If the Retail Web
Site is disabled and only the Wholesale Web Site
is enabled, all visitors trying to access your shopping
section will reach the "Login Page" of
the Wholesale Web Site. However, if both the Retail
Web Site and Wholesale Web Site are enabled,
then the ONLY way of accessing the Wholesale Web Site
would be by clicking on the Wholesale Login link
on your site's menu (if you activate this link), or by
going to the corresponding wholesale website's URL:
http://wholesale.fortune3.com/Username/
(i.e. http://wholesale.fortune3.com/naturalab/)
or
http://wholesale.domainname (i.e. http://wholesale.naturalab.com)
Wholesale Payment Methods:
You can specify the payment methods that you will be
accepting for your wholesale shopping cart. If you do
not have a wholesale web site, this option will be disabled.
If you have both, retail and wholesale shopping carts,
you should specify the payment methods for each portion
of the shopping cart, the wholesale shopping-cart payment-methods
are specified here and the retail shopping-cart payment-methods
are specified in the previous section "Retail
Options".
Credit
Cards: Merchant Accounts & PayPal:
Once your online store and shopping cart has been
created, you may need a Merchant Account to process
payments online. If you don't have a Merchant Account
you can either apply through FORTUNE3 or through any other
merchant account provider - click
here for more information. Until then, your shopping
cart will not be able to process payments automatically
unless you use PayPal or Google Checkout. However, the
complete credit card information for the shopping cart
orders will be saved and available through your Administration
Site. If you do not want to open an Internet Merchant
Account, you don't need to. You can process the cards
manually (through your in-store credit card terminal)
by keying in the credit card numbers that are displayed
in the Administration Site for each order. Credit
Card numbers will only be displayed on the Administration
Site to registered customers, they will be blocked
by X's during the 30-day trial period. In addition, the
customers' CVV (Credit Card Validation) code will never
be recorded or visible as it is illegal to save these
numbers.
"PayPal" is a free service provided for FORTUNE3's
customers. A "PayPal" setup screen is available
in the Administration Site, so in addition to
check-marking the PayPal payment method on this screen,
you will need to go to your Administration Site
and follow the steps to link your PayPal account to your
FORTUNE3 web store.
IMPORTANT NOTE: If you are only using
PayPal Website Payments Standard for your order processing,
ONLY choose "PayPal" on this screen and make
sure that ALL credit cards are un-checked, as PayPal will
handle your credit card transactions, not your FORTUNE3
shopping cart.
Wire
Transfer, C.O.D., Electronic Checks and Open Credit:
You can offer "Wire
Transfers" as a payment method in your shopping
cart, but only to provide information to the customer
about the bank account where payments should be wired
to. When a customer uses this payment method, the money
will not be wired automatically. Instead, this will just
provide your customers with the information they need
in order to perform the wire transfer. Please fill in
your Bank Account Information in order to accept Wire
Transfers.
"Electronic Checks" can be offered
as a payment method if you have an online check processor
connected to the processing gateway. "C.O.D."
and "Open Credit" can also be offered
as payment methods. You can limit the access to the "Open
Credit" option by requiring customers to enter
a password. Open Credit is generally used if some of your
customers use Purchase Orders to make payments to your
company. You would supply them with the password you have
selected to allow them access to the Open Credit option,
and then proceed by entering the other payment information
(ie. a P.O. Number). Simply click on the appropriate button
to specify a password.
For Open Credit orders, you are solely responsible for
collecting payments from customers based on your credit
terms.
Setting
up Payment Methods in your Online Store:
To activate a "Payment Method" just
click on the appropriate check boxes. These represent
the Payment Methods that will be made available to your
customers during the checkout process.
Available Payment Methods:
"Cash", "Money Orders", "Personal
Checks", "Cashier's Checks", "Electronic
Checks", "PayPal", "Other" and
the following credit cards: "Visa", "Master
Card", "Amex", "Discover", "Diners",
"JCB", "Solo" (U.K.), "Switch/Maestro"
(U.K.).
PayPal
- Checking this option will make the PayPal
Website Payments Standard or the PayPal Express Checkout
options present during the checkout process of your shopping
cart. You do not need a Merchant Account or Gateway to
accept PayPal, all you need is a PayPal Premier or Business
account that can accept payments.
To activate PayPal as a payment method, check-mark the
PayPal payment option. After you have uploaded your site,
you must link your PayPal account to your shopping cart.
To do this, you must log in to your Administration
Site and follow the instructions under "Link
PayPal Account".
Wire Transfer
- Checking this option requires that you to
specify your bank account information using the "Set
Bank Account" button. The bank account information
form prompts for the following information: "Bank Name",
"Bank Address", "Bank Phone", "Routing
or ABA #" and your actual "Account #".
NOTE: Check-marking
the Wire Transfer will not have your site transfer the
funds from the bank account on its own; it simply displays
your banking info to the customer so that they can make
the Wire Transfer themselves.
C.O.D.
- Checking this option allows "C.O.D."
(Cash On Delivery) payments.
Open
Credit - Checking this option activates
"Open Credit" as a payment option. You
can limit the access to the "Open Credit"
option by requiring customers to enter a password. Open
Credit is generally used if some of your customers use
Purchase Orders in order to make payments to your company.
You would supply them with the password you have selected
to allow them access to the Open Credit option, and then
proceed by entering the other payment information (ie.
a P.O. Number). Simply click on the "Set Credit Password"
button to specify a password.
For Open Credit orders, you are solely responsible
for collecting payment from customers based on your credit
terms.
NOTE: This option requires
setting a password to limit the access to this payment
method.
Credit
Card Surcharge:
You can specify surcharge percentages for the credit card
transactions on your wholesale shopping cart. Enter the surcharge
percentage amounts according to the credit card types.
The appropriate amount will be automatically added during
the shopping cart check-out process. Some states and countries
prohibit credit card surcharges to be passed on to the
final consumers, FORTUNE3 strongly recommends that you
check with the laws of your country or state regarding
credit card surcharges before adding one to your shopping
cart.
Security
/ Authorization Method: If you have a Merchant Account
/ Gateway:
To activate a merchant account and link it to your
shopping cart, you must provide all of the required information,
as well as your designated processing gateway. In most
cases your E-Commerce website can be linked to your current
merchant account and gateway to process your shopping
cart sales. You should contact
FORTUNE3 in order to activate your payment Gateway
and/or Merchant Account.
In order to minimize fraud
liability, check the box "The SHIPPING ADDRESS must
match the card holder's BILLING ADDRESS". If you have
this box checked, your checkout pages will not ask the
customers to enter a Shipping Address, it will only ask
for a Billing Address and assume that the Shipping Address
is the same.
Select whether you want to Authorize transactions, or
simply Pre-Authorize them with your credit card gateway.
By choosing to authorize your transactions, your payment
processing gateway will automatically submit the authorization
for the funds on the given card, and begin the move of
the funds into your merchant account. By choosing to Pre-Authorize
your transactions, this will check to make sure the funds
are available on the given card, however you will need
to either finish the authorization process within the
FORTUNE3 Administration Site by clicking to charge for
the transaction or by signing into your Processing Gateway
and completing the charge on the card (or capturing the
pre-authorization).
Shipping
& Billing Countries:
Leave the right column blank if
you want to allow billing and shipping addresses from
anywhere in the world. If you want to limit the countries
in which your wholesale shopping cart will allow billing
and shipping addresses from, choose those countries on
the left box, select if you want to limit Billing, Shipping
or Both to that country, and add click to Add
them. One by one, select each country that you want to
allow and click on the Add button. Once all countries
are added, your acceptable Bill-to and Ship-to Countries
will be listed on the right column. The limit type will
be displayed inside parentheses before the country name
on the right column - (B) for Billing, (S) for Shipping
and (2) for Both.
In this example, your wholesale site will be limiting
the Billing Countries to The United States, Canada and
The United Kingdom and limiting the Ship-To countries
to The United States, Canada and Australia.
Add Login Link on Main Menu:
Check-marking this option will add
a Wholesale Login button to your Main Menu. This is
recommended if you have both Retail (B2C) and Wholesale
(B2B) websites activated.
Wholesale Orders are Taxable:
By default, your wholesale shopping
cart will not charge sales tax. Checkmark this option
to charge Sales Tax on wholesale orders. The tax will
be charged according to the settings in your Sales
Tax Setup screen.
Minimum Wholesale
Order Amount:
Enter a value for your Wholesale Shopping Cart's Minimum
Order Amount. Customers on your wholesale site will
not be able to make a purchase until their shopping
cart's total value equals or exceeds the minimum amount
specified here.
Shopping
Cart Discounts:
You can set specific discounts for
your Retail and Wholesale Sites separately. These discounts
are based on either a percentage off of the total amount
or a set dollar amount off of the total amount. You can
set your own values in these fields. You can also designate
when to use these discounts.
As you see below, there is a discount of 30% on any Wholesale
order over $500.
IMPORTANT NOTE:
If two or more discounts apply to the current contents
of your customer's cart, only the discount with the higher
discounted value will be applied to the customer's purchase.
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We do
not Ship:
Only select this option if your company does not charge
for shipping or if your web store will not calculate or
charge shipping charges - or if your shipping costs are
included in each product's price. If this option is checked,
your shopping cart will not calculate shipping costs at
all.
Include Insurance:
If this option is checked, insurance will be added
to all Real-Time Carrier shipping methods and included
in the shipping price.
Shipping Carriers and Methods
- Real-Time Shipping Quotes from USPS, UPS, FedEx and
DHL:
If your business is located in the United States or
Canada, your shopping cart may calculate shipping costs
according to actual shipping prices as calculated by popular
carriers. The Fortune3 Shopping Cart & Ecommerce Wizard
software in conjunction with its back-end integrations
to major US carriers provides direct shipping quotes in
real-time based on packaging specifications and shipping
locations. They are currently available for UPS, FedEx,
USPS and DHL.
The shipping costs provided by shipping carriers depend
on weight package, dimensions, origin address and destination
address. In order to get accurate shipping quotes the
information you provide for products' weights and dimensions
must be precise, and you must enter the appropriate boxes
that your company uses in the "My
Boxes" section. For shipping calculation
purposes, the Box Consolidation
feature the FORTUNE3 software will automatically package
your items into as few boxes as possible.
The available shipping methods are displayed on the left-panel.
In order to add a selection, simply click on the appropriate
line to highlight it. If you wish to offer a percentage
discount (or a negative discount) from the regular shipping
cost, enter the discount amount (enter 5 if you want to
discount the quote returned by 5% or enter -5 if you want
to add 5% to the quote returned). Click on the "Add >>"
button. The specified "Shipping Method" and "Discount"
will appear on the "Provide Online Quotes for these Shipping
Methods" window on the right-panel, and will be available
to customers when ordering from your shopping cart. You
may continue to add methods as desired.
If you select a UPS and/or a DHL method, you will get
a prompt warning telling you that you must register with
UPS and/or DHL in the Administration Site in order for
the UPS and/or DHL shipping quotes to be available on
your shopping cart orders - if you do not perform the
Registration in the Administration Site, the UPS and/or
DHL shipping quotes will not be offered on your checkout
process.
IMPORTANT NOTICE: Because
all of the selected shipping methods will be quoted on
each customer's order in real-time, we do not recommend
offering too many alternatives, as this could create unnecessary
processing delays which may result in the abandonment
of your shopping cart.
Alternate
Shipping Methods:
In addition to real-time quotes offered by major
carriers, you can offer your customers Alternate
Shipping Methods ("Customer Pick Up", "Customer's
Carrier" and "To Be Arranged"). No
shipping charges will be applied when selecting either
"Customer Pick Up", "Customer's Carrier"
or "To Be Arranged": If a customer selects
any of these options, the system will skip the Shipping
Cost Calculation process, and no shipping charges
will be added to the shopping cart checkout.
Add a Free Shipping Method:
Only enter a name for a Free Shipping Method
if you are offering Free Shipping to all of your orders,
as anything entered here will offer this free method
to all of your orders for any products on your site.
Company
Shipping Rules:
You can also create your
own "Company Shipping Rules" as Alternate
Shipping Methods. To create a rule, you must first
specify a name for that rule ( under the "Shipping
Method Description" input box ), then click
on "Add". A screen will pop up prompting
you to select a shipping rule to be defined. Your 5 choices
are:
Option
1 - "Charge according to the total Invoice
Amount or Shipping Weight" - Select
the calculation method that applies (Establish
Rule Based On: Invoice Amount or Shipping
Weight). Fill out the table with the corresponding
shipping charges based on range values you establish
(as shown below):
You should consider the following
when creating a rule according to the 'Weight of the
Shipment':
If you would like to base your shipping costs
on the number of products that are ordered, then you can
use this option. Simply enter each product's weight as
being 1 lb. (or kg.) and select "Establish Rule
Based on Weight of the Shipment" and fill out
the chart with weight units increasing one by one, along
with the appropriate Shipping Charge for each lb. (or
product).
If you leave the Domestic column blank, this shipping
method will only be available to International Orders.
If you leave the International column blank, this shipping
method will only be available to Domestic orders.
This shipping method will only be offered to those orders
whose invoice amount or total weight is within one of
the ranges specified by you in the table. If the invoice
amount or total weight is not in the table's range,
this shipping method will not be offered. If you run
out of space on this table (not enough rows), you can
always create a new Shipping Rule, continuing the range
from where this first table left off.
NOTE:
Using this option, you can also set up a free
shipping method based on the total Invoice Amount. If
you would like to do this, while defining the chart,
once you reach a specific price range, you can set the
actual shipping charge to "0"
Option
2 - "Specify a percentage from the
total 'Invoice Amount'" - Enter a percentage
of the cost of the shopping cart contents to obtain
a shipping cost. A minimum charge can apply if the percentage
does not meet the minimum amount.
Option
3 - "Specify a minimum charge plus
a percentage from the total 'Invoice Amount'"
- Set a minimum charge and add a percentage (surcharge)
from the price of the shopping cart contents to obtain
the total shipping cost.
The difference between Option
2 and Option 3, is that Option 3 automatically charges
the Minimum charge AND adds the specified percentage
on top of the minimum; Meanwhile Option 2 ONLY charges
the minimum charge IF the percentage of the total
invoice amount is not equal to or greater than the
minimum charge, yet it does not include the percentage
at all.
Option 4 - "Charge
according to the total Invoice Amount or Shipping
Weight by State" - Select
the calculation method that applies (Invoice Amount
or Shipping Weight). Fill out the table with
the corresponding shipping charges based on a range
of values you establish and by state or groups of states
(you can add different rules for each state or for a
group of states).
NOTE:
The shipping method will ONLY be offered to the states
that are added to the list.
Option 5 - "Charge according to the total
Invoice Amount or Shipping Weight by
Country" - Select the calculation method
that applies (Invoice Amount or Shipping Weight).
Fill out the table with the corresponding shipping charges
based on a range of values you establish and by Country
or Countries (you can add different rules for each country
or for a group of countries).
NOTE: The shipping
method will ONLY be offered to the countries that are
added to the list.
Additional Shipping Settings:
Flat Rate Handling:
By entering a Flat Rate Handling fee here,
the fee entered will be added to ALL of your shipping
methods in addition to the original shipping price,
even if the original shipping price is 0.
Ship From Address:
This option should be selected and edited only if
your company ships from an address other than the company's
main address specified in the "Company
Information" section. Shipping costs will
be calculated accordingly, as if the packages were departing
from this address:
My
Boxes - Defining Box Sizes:
Once you have entered your shipping methods,
click on the "My Boxes" button. A window will
prompt you to specify or checkmark the dimensions of the
boxes you use for packing / packaging your products. The
FORTUNE3 Shopping Cart & E-Commerce Wizard software
in conjunction with its back-end Box
Consolidation calculation will arrange and "pack"
your shopping cart contents into the minimum number of
the smallest boxes possible from the boxes that you have
either checked in the Screen or Custom Boxes that you
have added to this screen. The FORTUNE3 Box Consolidation
fills up your boxes up to a 90% filled capacity - you
should always calculate that the boxes need to have 10%
of the space of their volumetric dimensions - Length X
Width X Height free.
NOTE: If the appropriate
boxes are not added, problems with shipping costs when
using Real-Time calculations can arise for orders with
more than one product. This is because if several products
of yours do not fit into one box, the system may calculate
the shipping costs based on more than one box or package
to be sent. To make sure that many products can fit into
one box, add boxes that are big enough to fit several
of your products.
Regular box dimensions for the 4 major US carriers are
pre-defined and displayed. You may add or remove any of
the pre-defined selections by clicking on the check box
next to each entry.
Custom Boxes
- You may also add your own custom box sizes by
entering a Reference Name and the 3 corresponding
dimensions ("L", "W", "H").
Click "Add >>" to make them available for packaging.
Added custom boxes will be displayed in the bottom-panel
window. You may remove any addition by clicking on a selected
entry; and then clicking on the "Delete" button.
When you are satisfied with the boxes listed, click on
"OK".
Box
Consolidation / Packaging:
Setting up 'Custom Boxes' will enable the 'Shipping
Consolidation' (packaging) feature, which may offer
customers lower shipping prices for consolidating the
products added to the shopping cart in as few boxes as
possible.
The 'Box Consolidation' calculation is performed
during the shopping-cart checkout process, prior to the
'Shipping Cost Calculation'.
Two or more items may be placed into a larger box whose
dimensions exceed those of each individual item and the
total volume of the items being consolidated. FORTUNE3's
back-end E-Commerce Shopping Cart software uses logical
conditions and math algorithms to consolidate the items
into a minimum number of Custom Boxes. A 10% security
factor is taken into consideration to always fit the overall
volume.
In order for your company to
use this state-of-the-art algorithm, you must specify
the boxes and/or containers that are available in your
company for packaging products. Please note, while the
consolidation system is accurate, it defaults to a cautious
estimation. In cases where a product's shape or dimensions
are irregular, the consolidations may yield an inaccurate
result. When a product has an irregular shape (tube, triangle,
etc.), we recommend that you adjust the dimensions accordingly
in the product's properties
window in the Wizard's "My
Products" section.
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Sales
Tax - VAT - IVA Setup |
USA
Sales Tax:
The FORTUNE3 Shopping Cart & E-Commerce Wizard software
applies automatic sales tax calculation for shopping
cart transactions for businesses located in the United
States or who charge taxes to U.S. customers. Scroll
down the State list and select the State that your company
is located in or the states to which you charge sales
tax to. A percentage rate based out of FORTUNE3's database
is selected and displayed by default, but tax rates
vary by county, so if your tax rate is different than
the one that is shown for the state, you may adjust
the tax percentage value located under the scroll down
list, then click on "Add".
If your company has shipping locations in different
States, you may select and "Add" as
many States as required. Make sure that all of
the States you want to include for taxation purposes
appear on your list. In most states, the law is that
you should charge your county's sales tax rate only
to those customers whose shipping address state is a
state where your company ships from.
Canadian VAT Taxation:
The FORTUNE3 Shopping Cart and E-Commerce Wizard software
applies automatic taxation (V.A.T.) calculation for
shopping cart transactions for businesses located in
Canada or who charge taxes to Canadian customers.
You can scroll down the Province list on this screen
and select the Province that you want to add tax to,
then enter the GST percentage value.
If your company uses HST for this Province, then enter
the HST percentage value and check-mark the "Use
HST" option. Then click on "Add".
If your company charges PST for this Province, check-mark
the "Use PST" option and specify the
PST percentage value. Then click on "Add".
If your company charges VAT to multiple Provinces, you
may scroll down on the list to select other Provinces.
Then enter the values for each Province and click on
"Add" until all of the Provinces that
you want to include are on the list.
General VAT & IVA Taxation (International Taxes):
The FORTUNE3 Shopping Cart and E-Commerce Wizard software
applies automatic taxation (V.A.T. or I.V.A.) calculation
for shopping cart transactions for businesses located
in Countries other than the United States and Canada.
If you charge VAT to Countries outside of the U.S. and
Canada, you may scroll down the Country list and make
your selection.
Enter the VAT (Value Added Tax) percentage value and
click on "Add".
If your company charges VAT to different countries,
you may scroll down the list to add other countries
you want to include. Click on "Add"
until all of the countries that you will charge taxes
to are on the list.
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The FORTUNE3 Shopping Cart & E-Commerce Wizard software
features a 'Return Policy' setup form. Please
specify the conditions for returns, refunds, store credits,
restocking fees and under what circumstances. Our E-Commerce
shopping cart Wizard will generate the corresponding
text on your Terms of Sale page according to the information
you provide here. Your 'Return Policy' will be
easily reachable from any place on your E-Commerce website,
online store and shopping cart.
All Sales are Final - No Returns
- By selecting this option
you establish that all sales are "final", and
that no returns will be accepted. This notice will be
printed on every product's page by default and on your
Terms of Sale document. If this option is selected, on
every product's page there will be a note that reads "NOTE:
Items are not refundable". You can get rid of this
text in the product pages by going to the "More
Settings" portion of the Wizard's "My
Web Pages" section and un-checking
the 'Refund Policy Info' option from displaying
on the Product Pages.
No Refunds
- By selecting this option you establish that products
may be returned within a specified time frame for store-credit,
but no money will be given back to the customer. If this
option is selected, on every product page there will be
a note that reads "NOTE: Items are not refundable".
You can get rid of this text in the
product pages by going to the "More
Settings" portion of the Wizard's "My
Web Pages" section and un-checking
the 'Refund Policy Info' option from displaying
on the Product Pages.
My Company's Return Policy
- By selecting this option you can establish
the following:
Money
Back Guarantee - Refunds will be allowed
within the specified number of days or not at
all.
Store Credit
- Customers can receive store credit or
exchanges. Returns must occur within the specified
period of days.
Shipping and Handling
Refund - By selecting this option
you establish whether the charges for shipping
and handling are refundable or not.
Restocking Fee
- By selecting this option you establish a
percentage for a restocking fee on returned
items.
Print Exceptions
- Establishes the 'Return
Policy' by automatically including the
following statement:
"Unless otherwise specified in each product's
description".
The Exception statement must exist if you
want to exclude one or more items from
being subjected to the general 'Return
Policy'. The exempted products must contain
their individual 'Return Policy' in the product
description.
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NOTE:
All of your shopping cart sales are bound by the
return policy specified here.
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My
Web Pages |
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This visual interface facilitates the management
of the web pages on your website. Your entire
site's cosmetics will depend on the settings
you select on the different portions of this
section.
The left column titled "Web Pages"
contains the existing informational web pages
and buttons to control these pages and other
sections of your site. Each of the buttons
listed on the bottom represent a section that
controls different aspects of your site:
Add Page, Edit
Page, My Template,
Cart Templates, Site
Buttons, Fonts &
Styles, Company
Logo, Web Text,
More Settings< | | | |
