SmartCart Support Documentation
Welcome to the SmartCart Ecommerce System Help Manual. The concepts of managing an online store with SmartCart are outlined on this page.
View SmartCart Ecommerce Hosting FAQs.
If you have any questions, or need help with SmartCart, you may contact Support for technical assistance.
Getting Started: Activating a SmartCart Account
The first step to selling products online is to activate a SmartCart account. This will establish the SmartCart account as a trial account until the service is ordered. The trial account is completely functional and is set at the SmartCart Pro service level. The account service level can be adjusted at the time the service is ordered.
The SmartCart activation form requires the store contact information: Name of Store, Address, Phone, Fax, Email,
etc. This information is displayed to the store's customers on the order receipts and can later be modified (if necessary) in the General Settings located in SmartCart Admin Controls.
A user name and password is required to activate the SmartCart account. The user name is also used in your store's
User names and passwords are case sensitive, and only alphanumeric characters should be used. Do not include and spaces or characters such as !,@,#,$,^,&,*,(,)
Passwords should not consist of simple, dictionary words. It is best to use word combinations and/or a combination of letters and numbers.
Once the initial information has been submitted, you will be asked to check your email. An email is sent to the email address that was submitted with the store information. From the email message is a link to the final review page, then the ecommerce account can be activated by pressing the Setup Store button.
Once your online store has been setup, you can modify the store settings and information from the Administration Area of the ecommerce system. This is
explained in further detail in the Administration of SmartCart section.
How SmartCart Works
SmartCart is a hosted ecommerce system that can help companies build and maintain a web store and securely manage online orders. All that is needed to operate SmartCart is a web browser and an internet connection.
There are two ways of using SmartCart to sell your products:
1) Use SmartCart's Catalog Controls to create your online catalog and provide order functionality.
2) Use SmartCart's Buttonmaker to create shopping cart ordering buttons on web pages that you create.
When using SmartCart to create your online catalog, the product information needs to be added to the system. This information can be added manually by entering the data (one product at a time) in SmartCart's Catalog Controls, or all of the product info can be uploaded to the server in the form of a tab delimited text file and published instantly.
Once products have been made available for sale, SmartCart will guide the customer through the order process. Customers will have the ability to establish a Member Account, for even easier future purchases with the web site. All orders are processed securely as SmartCart provides 128 bit SSL encryption to process and transfer critical data.
After an order has been placed, the customer and the store administrator will automatically receive a copy of the order via email. The store administrator can access all of the order details from SmartCart's secure order management area.
Keyword Search Feature
When SmartCart is used to create the online catalog, the ecommerce system provides a keyword search feature that allows customers to quickly locate products that they are looking for. The search utility provides quick results and is powerful enough to return search results in seconds, including large-scale stores carrying over 100,000 products.
Dynamic Content Display
The same technology is utilized in SmartCart's dynamic content management display. For those who embrace the versatility of SmartCart, the search utility can be used to group products in various ways. More information on this subject is provided in the Linking to Products
Online Catalog Display
When building an online catalog with SmartCart, the ecommerce system will automatically create your online store as the category data and inventory data are added to the site.
The catalog index is created from the category data, referred to as Departments and Areas in the admin controls, and displays the product index respectively.
When clicking from a link on the catalog index, the system will then display the products categorized under the selected link. By default, the page displays a small graphic (if available) of each product, the name of the product and the price. This page is referenced as the "Search Results". If only one product is available under the selected category link, then the system will automatically forward to the product's display page, rather than take the customer through the added step of first viewing the page containing the search results.
Product Display Page
The product display page contains all information provided for the product and the add to cart function. Information featured is the name of product, item number, description, price(s) and ordering selection. If applicable, there is also an area to display related items. This page can also be enhanced if the store administrator uses HTML to embed formatted content and items such as flash, audio links, video links, etc.
Viewing Items In Your Cart
When a customer adds an item to their cart, they are then taken to the View Cart page. This page displays the cart contents and provides links to continue shopping, edit quantities, dump cart and checkout.
These functions are made simple with easy to understand symbols such as "+" for add one, "-" for subtract
one, and "X" for remove item from cart.
SmartCart provides a quick and simple solution for customers that would like to establish a customer profile (or member account) in your online shopping system. The shopper is prompted to establish a member profile at time of checkout, but it is not required. By establishing a profile, SmartCart will store the customer's name, address, phone, fax, email info so future orders can be submitted easily. The customer will be asked to provide a username and password for their profile settings. The Login link gives customers access to their account info at any time.
One other advantage to establishing a member profile is the customer will have access to their order history with the online store. Each order that is placed under the profile is saved and is accessible as long as the profile is active in the shopping system.
Member Account Administration and Sales Reports
SmartCart Pro offers a customer management utility that provides access to member data and also provides a sales report for each member. Click Member Account Administration for more info on this utility.
Customer Service Form
SmartCart provides a Customer Service form that makes it easy for shoppers to contact the store if they have questions or need assistance with an order. Correspondence is sent directly to the store administrator via email.
If the shopper has logged into their account before submitting their query, the shopper's account name will be printed in the email message.
Checkout: Completing The Order
To checkout, the customer is presented with the following options:
1) activate a member profile and checkout
2) log in to existing profile and checkout
3) proceed straight to checkout (no profile)
If the customer has logged into their profile before going to checkout, the system will bypass the checkout options and proceed to display the customer's shipping info and order info. If the information on record is correct, customer then proceeds to the next step of the checkout process.
Review / Shipping Info
In the next step of the checkout process, the customer has another chance to review their order. Final adjustments to the order can be made at this time by selecting Edit Cart.
SmartCart Pro stores contain a coupon / discount option. Customers may submit a coupon code (if available) and redeem coupons on this step of checkout. If the store offers a discount, and the customer has met the minimum ordering requirements to receive the discount, then the discount will automatically appear.
At this time, the customer submits their contact and shipping information. If the billing information is the same, a checkbox selection can be made so the billing info is automatically entered on the next step.
Select Shipping / Payment Info
Upon pressing the Proceed button, the ecommerce system makes a secure SSL connection using 128 bit encryption. The customer is then asked to review their billing info and provide the shipping info (if different from billing info). Next, the customer is asked to make a shipping selection. This will vary based on the store's shipping preferences. If the store uses the shipping calculators available for FedEx, UPS, USPS, DHL, the customer can select from the options made available. If the store uses a shipping calculation based on the number of items purchased, or the amount of the purchase, then the shipping price will be displayed to the customer (no option to select).
Next, the customer is asked to submit their payment info. The payment types offered are set by the store administrator. The shopping system supports Visa, Mastercard, AMEX, Discover, PayPal, E-check, and Payment by Mail options. When paying with credit card, the customer may also be required to submit the CVV info (3 or 4 digit number on back of credit card).
SmartCart provides a field for Special Instructions. This gives the customer a chance to express any additional requests with the order.
Submit Order - Review Receipt
In this step of the order process, the customer submits the order. One of the following actions will occur at this time:
Real Time Credit Card Processing
If the store uses a payment gateway that processes the credit card transaction, such as Authorizenet, Verisign, Bank of America, etc, then the customer will review the order details and submit order. The credit card will be processed at this time and, if approved, the customer will be taken to the final order receipt. If declined, a message will appear to the customer that asks them to review or resubmit payment info.
Customers that selected to pay via PayPal will be taken to the PayPal login screen. If customer does not have a Paypal account, they can establish one during the payment process. When paying with PayPal, the customer has the option to choose from the payment types listed in the their PayPal account. Once payment has been submitted, the customer is forwarded to the final order receipt.
Other Payment Processing
If the online store does not process payments in real time, the order information is securely posted to the Order Management Area, where the complete order and payment details can be accessed.
Once the order has been completed, the customer and the store administrator will receive a copy of the order details by email. Only the credit card type and last 4 digits of the credit card are sent by email. The store administrator can access the payment details in the Secure Order Management Area.
Administration of SmartCart
SmartCart's Administrative Interface provides access to all functions and areas used to administer your online store and process order info. The admin console also displays an ecommerce stats window including visitors, page views and sales data.
Store Address and Contact Info
The General Settings area provides administration of the store settings. The store address and contact info that is used here is displayed to the customers on the order receipt. The admin email submitted in the area will receive all correspondence for the online store, including order confirmations and customer service submissions.
The emailed receipts can be sent in html and plain text format. If you do not wish to receive an emailed copy of every order placed in your shopping system, you can disable this feature from the general settings control for emailed receipts.
Payment Types Accepted
Payment types offered in SmartCart are Visa, MasterCard, Discover, Amex, Payments by Mail, Online Check, and PayPal. If other payment types are required in your online store, you may contact a customer service rep to have these options included in your ecommerce system.
System Display Settings
This area provides control to some shopping system display settings, including the ability to show or hide the logo displayed at the top of the shopping system pages, show or hide the menu control frame, if you want to have the system prompt customers to establish member profiles, and provide a home page URL if your web site's home page is different from your SmartCart home page.
Once changes have been made to the General Settings, click the Submit Changes button to instantly publish the settings to your online store.
Shipping, Currency and Tax Settings
Set Currency Type
This area provides the currency setting for the online store.
State Tax Settings
Provide the abbreviation of the state that sales tax is required in. Commonly, this is the same state that your business resides in. If your business collects sales tax in more than one state, separate the states with a comma. The tax rate information must be submitted in a decimal format. If collecting tax in multiple states, the tax rate must be separated by a comma, and entered in the same order as the state info.
The Theme Selector offers a variety of pre-designed store templates to use with your SmartCart Ecommerce System. To update your store template, select the template and publish. Your site will be updated instantly.
The Style Settings Manager provides an easy interface to update the style of the online catalog. To update the style settings in SmartCart, make your changes and preview. Once you are satisfied with your changes, publish the style by clicking the Publish button at the bottom of the preview screen. This utility also provides the ability to save styles for backup and/or for future implementation.
Header / Footer / Site Keywords
This feature is used to provide the meta tags thata re embedded into your online store, as well as provide any special messages that need to appear on the order receipts. Simply provide the information that pertains to your online store, then publish to instantly update your site.
Email List Manager
The Mailing List Manager stores the email addresses of customers and store members. This utility also provides the ability to create newsletters and announcements to send to your mailing list.
SmartCart requires the user to opt-in in order to be added to the mailing list. If you manually add a user to the mailing list, they will be sent an email that will provide a link that allows the user to opt-into the mailing list. Users may also remove themselves from the mailing list by clicking the removal link that is automatically appended to the emailed message.
Sending Newsletters and Announcements to Mailing List
First select the type of email you would like to send. Plain text (txt) format will send a plain text email with only text, no graphics. Message will be formatted the same as it displays in the message body. HTML format will activate the HTML editor and will allow you to add graphics and other formatting to the message. Graphics and links will require a full URL path.
After creating the announcement, click Preview Message to preview the email you will send to the list. If modifications are needed, you can go back and update before submitting to the list. To send message, click the Blast Email link located on the preview screen.
Email Members Only or Select List PRO
Pro users will have the ability to email Members Only, Mailing List Only, Both Lists, or email members who have not placed an order in a specified amount of time.
Editing Pages / Logo
Editing Web Pages
To edit the Home Page or About the Company Page, click the Edit Web Pages link located in the admin index. Select the page you would like to edit. Make your changes and preview the updates by clicking the link at the bottom of the preview page. To publish the updates, check the Publish box and your modifications will be instantly published to the site.
This area also supports the template files, site header and site footer. The header displays at the top of the catalog pages and the footer, respectively, displays at the bottom. The header and footer files will support html, graphics, flash, custom menus, etc. Links and Graphics require a full URL path.
Store logos can be uploaded to SmartCart and will display in your online catalog and order receipts. All logo images must be upload in gif format. The site supports a large logo that displays in the online catalog at the top of the pages and a small logo that appears on the order receipt.
Coupon/Discount Manager PRO
SmartCart provides support for both Coupons and Discounts. Coupons require a code to be passed in order to redeem. This code can be entered at checkout, or passed in a link that the customer clicks on to redeem. Discounts are automatically calculated at checkout and do not require a redemption code. The customer simply needs to meet the minimum order requirements to receive the discount.
When activating coupon and discount codes in your online store, it is important to remember that the coupon/discount codes need to contain only alphanumeric characters, like abc123. Spaces, @, #, $, etc should not be used in the discount code or coupon code fields.
To create a coupon, provide the coupon information and click Enter Coupon. If providing an expiration date, the coupon will automatically expire. Provide the Coupon Code to allow customer to redeem or provide a link that the customer can click to redeem.
Example Coupon Link:
To create a discount, provide the coupon information and click Enter Discount. After entering discount info, go to Discount Manager and activate the store discount. The ecommerce system will support one active discount at a time.
Adding Products to Store
Use the Inventory Manager in SmartCart's admin control panel to add products to your online catalog. This is a relatively simple process as you will just be adding the product info to the web forms as indicated.
An Image Manager is available for uploading product photos. After the image has been uploaded to the Image Manager, copy the image URL and paste into the appropriate image fields in the Inventory Manager or within the HTML editor.
The Product Description field supports an HTML Editor to allow you to easily add more style, pictures, links to your product information.
In the html editor located in the SmartCart Inventory Manager, you can add text boxes, radio buttons, selection windows, etc by utilizing the custom fields in SmartCart. The example below details adding a text input field. In our example below, we will add a Text Field for Size.
If you need to have the customer submit additional info with the order info, this can be accomplished by using the custom field support that is built into SmartCart. The product description can also support the additional ordering selections, such as Selection1, Selection2, and Selection 3.
Step 1) In SmartCart's Inventory Manager, click the Text Field, Checkbox, or Radio Button selection in the HTML Editor.
In the Name field, type custom1
Enter the value as needed.
Step 2) Next, we will add hidden fields that the customer will not see. These fields are used to pass the field's name display and can also make the field required.
To add a field name, click the Hidden Field button in the HTML editor.
Name is entered as name1
Value is the field name. This example is being used for selections, so the Value of the first field is "Selection 1".
If you want to make the field required, add another Hidden Field. Name is entered as required1
The value is yes
-- If the field is not required, you do not need to do anything.
Step 3) Preview and Publish your item. After publishing, click to view the item, then make the ordering selections and add the item to cart to verify that the field is working properly.
If you need to capture more info, additional fields can be added to the item. Additional fields will be named custom2, custom3, custom4, etc. All hidden values need to match the field. If your field name is custom2, use name2 and required2 for the hidden fields.
Do not add a new form, only use the input fields such as text field, radio button, checkbox, selection widow. The form tag is already pre-programmed to work with the add to cart buttons.
Adding SmartCart to Your Site
To add SmartCart to your website, you must first determine how SmartCart will be utilitized. Do you want SmartCart to manage and display your entire website? Or perhaps you just want to have SmartCart provide an online catalog and ecommerce system to your website? Have you created your online catalog but would just like to add secure shopping cart ordering buttons to your pages?
This section of the help manual will cover the topic of linking to products, pages and processes in the SmartCart Ecommerce System when using SmartCart to manage inventory information and create the online catalog. Refer to the ButtonMaker section of the help manual for more information on that type of ecommerce integration.
To add an ecommerce catalog to your website, just place a link to SmartCart from your website. The main site links are outlined below.
SmartCart Default URL:
Personal Address URL:
Linking to Products
When SmartCart automatically creates the online store, the products in the catalog can be accessed by browsing the catalog index and by submitting keyword searches with the search feature. Web developers may also explore the other ways of targeting products groups with SmartCart.
When linking to categories, or Departments and Areas, the "terms" variable is used to pass the Department Name and Area Name string. The Department Name and Area Name are separated with ::
The "&category" string will provide the header text to display on the page. Use a "+" to replace spaces.
Specials / Sale Items
Use the link examples below to display products in your online store that have been tagged as Special. The "&category" string will provide the header text to display on the page. Use a "+" to replace spaces.
Use the link examples below to display products in your online store that have been tagged as New Items. The "&category" string will provide the header text to display on the page. Use a "+" to replace spaces.
Use the link examples below to display certain products in your online store. The "terms" variable is used to pass item strings (separate items with "+". The "boolean" variable is used to pass more than one item. The "&category" string will provide the header text to display on the page. Use a "+" to replace spaces.
SmartCart products can include hidden comment tags in the Product Description Field that can be used to provide links to product groups. Hidden tags are visible in the coding, but not on the webpage. An example of a hidden tag appears like this: <!-- _data_string_ -->
Linking to Pages in SmartCart
Append the page filename to the selected URL prefix.
Pages in SmartCart:
Add Filename to URL:
|Login to Account
Linking To Cart Processes
Add A Shopping Cart Button To A Page
1) Using the ButtonMaker forms, add the product's item number, name, and price. Add shipping weight if you are using the automatic shipping calculators for FedEx, UPS, USPS, or DHL. An entry in the shipping weight field is not required if you base your shipping costs on the price of the order, or the number of items purchased.
2) Select the display type for the button. You can select to show the ordering info with the shopping cart button, or show the ordering button only.
3) Select Preview Button to see the button that will be created. (not a required step)
4) Click Make Button to create the button HTML. Copy and paste the HTML coding into the coding of the web page.
Add Custom Fields
The Button Maker allows the user to add custom fields to the order, if necessary. To add a custom field to your button, please read the following:
You can use any type of form selection type with the Buttonmaker, such as text boxes, drop down selection windows, radio buttons, check boxes, etc.
Important: Custom field HTML coding must be added to the button coding within the <FORM> tags (after <FORM> and before </FORM>).
Name the field as you would like the field header to display when the item is added to the cart.
If the field is required, use name=required_ and give it the value of your field name. The value must be written exactly as it was written in the name field. If the field is not required selection, you do not need to add this.
<input type=hidden name=required_ value="Color">
Add Other Values
SmartCart provides the following values can be passed along with the shopping cart button code.
This value can be used in conjunction with the Coupon Module to discount items in the same category.
<input type=hidden name=category value="Category_Name">
This value can be passed to add extra shipping to the regular shipping price (for heavy or large shipping packages). A currency sign should not be passed in the value ($ etc).
<input type=hidden name=add_shipping value="10.00">
Editing Button Code
The button HTML coding can be edited, except for the Item Number, Item Name, Price, Weight and encrypted code. These values are encrypted for security reasons.
The shopping cart button graphic may be edited as well. To do this, you can edit the coding the provides the URL for the button graphic. If you'd like to change the button graphic that is generated by default, you may contact SmartCart Technical Support to have this changed for you.
Administration of SmartCart
SmartCart eCommerce Systems have
user-friendly system administering tools. The SmartCart Administrative
Tools are form-based, for the most part. Just fill in the blanks and away
you go! These created functions and processes contain everything you will
need to manage and maintain your inventory, customers, sales, and support.
Each store's administration area
is located in the /admin folder. You can access this area by typing
your web browser's location bar. You will be required to enter
your store's username and password to access these controls.
Once you have successfully logged
into the SmartCart administration area, you are presented with a number
of main categories.
The main categories for administration
are as follows:
Settings - This category contains all the functions and settings
that the system will need to store, remember, and retrieve for later use.
These functions include site colors, background, payment methods accepted,
shipping services used, store contact information, and more.
– This section is used to build and maintain your catalog and inventory.
Here you can easily create new departments, add new subcategories to these
departments, add new inventory and maintain or edit any existing pieces
Utilities – This section is used to administer the Blast Emailer,
utilities to edit your SmartCart home page and the “About Your Company”
page, viewing Order Histories of your members, and a utility to upload
your own company logos to the SmartCart.
Utilities - This list contains the list of optional modules
available for SmartCart. It allows you to research the modules that
are currently available.
Web Services - This section contains links and information
to other services provided by Bizcom, including affordable domain name
registration, virtual hosting, site design, and custom programming.
Building Your Online Catalog
SmartCart makes it easy for you to
build your online catalog. This section explains the different functions
built into SmartCart and provides detailed instructions for using them.
Once you become familiar with the functionality, you will find that maintaining
your online catalog will become second nature.
Categorizing Your Products
The SmartCart refers to the main
categories of your catalog as Departments. Each Department can have
it's own sub-categories, or Areas, assigned to them. The very first
step in building your online store will be to outline the Departments and
Areas and will makeup your store. This categorization is available to the
customer as an index for browsing your store (see Creating Catalog Index).
SmartCart does not set any limits
in the number of Departments and Areas you can have in your online store,
but the standard SmartCart only supports 2 levels of categorization (Department/Area).
If more levels are required (Department/Area/Area/Area) a database
conversion utility is required, and will support unlimited levels
The system requires each product
to be categorized. Only the Department level is required.
You will find the Department form
in your SmartCart Administration area, under Department Controls.
Once you enter this page, you will find two form fields. The first
is for entering your Departments into the catalog system. The second
field is a select box. As you add Departments to the system, you
will see them appear in this select box. This box is used to remove
Departments from the system. By simply selecting the department you
wish to have removed and clicking the delete button completes the removal
of the Department, and any Areas within that Department.
Important: Removing Departments
also remove Areas within the Department. Any items categorized by deleted
Dept/Areas will not be available in the catalog index, but can be found
in by the search engine.
If you maintain your own database
and you utilize a Database Conversion Utility
for the SmartCart, then all of your inventory categorization will be updated
automatically. This also prevents the occurrence of empty categories.
Creating Your Catalog Index
Compiling Catalog is the term given
to the generation of your catalog index page. You do not need to
compile catalog when you add inventory to the system, only when you add
or remove Departments and Areas. When you hit the “Compile Catalog”
a new Catalog Index page is created and available at your web store.
This index links to all products as categorized by the store administrator.
Note to Internet Explorer Users:
Upon editing your category structure
and compiling, the Internet Explorer web browser will sometime display
a cached copy of the original page. If you do not see your anticipated
changes to this page, try pressing CTRL + Refresh, for a quickly
clearing the cache. If a full cache dump is needed, go to Tools (top of
browser), then Internet Options. Under the "General" tab, Temporary Internet
Files, click Delete Files.
This caching issue has been known
to occur in Netscape as well, but by pressing Shift + Reload in your Netscape
browser will display a fresh page everytime.
Adjusting System Settings
This section of the Administration
Controls allows you to adjust all system settings for the system.
You can adjust your contact information, where orders are emailed to, handling
charges, shipping preferences, payment forms accepted, and more.
Store Name: Your store name
as you would like it to appear in the system and on invoices is entered
Address and Address: You are
provided with two address line fields. The first field is required,
the second is not. The second address field is only used, if necessary.
City, State, Zip, and Country:
Additional location information, which will appear on all invoices generated
Voice, Fax, and Toll Free Phone
#: These three fields request contact phone numbers for your store.
This information is used on all invoices generated by the SmartCart.
Only the voice phone field is required.
Email Order To: In this field
you enter in only the email address where all orders will be emailed to
when processed by the system.
Payment Options: Check the
boxes of the various payment options that your business accepts.
Selections are available for Visa, MasterCard, Discover, American Express,
Payments by Mail, Online Check Payments, and PayPal.
Shipping and Tax Settings
In this control section you can
enter in your tax states and tax rates, shipping/handling charges, select
Tax Rate: In this field you
enter in the tax rates for each state. This value must be entered
in as a decimal value. So, you would enter .065 for 6.5% sales tax.
If you entered multiple states in you must enter the rates for each state
in the exact same order as the states. For multiple tax rates this
list is also comma delimited. Example: .0625, .085, .07125, .0425
Shipping Handling Charge:
In this field you can enter the handling charge amount you want added to
all shipping charges calculated by the system.
Select Shippers: Here you
can check on/off the shipping providers you would like to present on SmartCart.
This selection will use the automated shipping table and calculations built
into SmartCart. For best accuracy in shipping calculations, this requires
that a shipping weight be entered in for each product entered into the
The system utilities provide you
with other system functions. Here you have access to your Blast Emailer,
Edit Webpages controls, View Order Histories, and Uploading Your Logo.
The Blast Emailer allows you to accept
email addresses and blast out a newsletter or email message to all the
people on your list.
The Blast Emailer comes with functions
that allow the store administrator to delete email addresses from the mail
list. Additionally, if the recipients would like to remove themselves from
the mail list, they are provided with this opportunity on each email they
receive. At the bottom of each email is a “remove me from mail list”
link. If the customer clicks on this link their email address is
removed from the mail list.
Edit Web Pages
When the SmartCart first sets up,
you are viewing the default home page. You can make changes to this
coding in the Edit Web Pages area in the admin controls. When you
arrive to the edit web page form, you can select to either edit your SmartCart
Home Page or edit your “About Your Company” page. Select the page
you want to edit, and you will see the code that is currently in the page.
If you would need to rely on a web editor to make web pages, you can use
the HTML editor of your choice (FrontPage, Netscape Composer, Dreamweaver,
GoLive and others), View the Source Code generated by the web editor, and
then Copy and Paste coding into the Edit pge form. Any images or additional
files should include the full URL path for location. Once submitted, you
will see a preview of the page. Any adjustments can be made by going back.
Once you are ready to publish, the page is instantly made available in
your web store.
Note to Internet Explorer Users:
Upon editing your web pages, the
Internet Explorer web browser will sometime display a cached copy of the
original page when published. If you do not see your anticipated changes
to the published page, try pressing CTRL + Refresh, for a quickly clearing
the cache. If a full cache dump is needed, go to Tools (top of browser),
then Internet Options. Under the "General" tab, Temporary Internet Files,
click Delete Files.
This caching issue has been known
to occur in Netscape as well, but by pressing Shift + Reload in your Netscape
browser will display a fresh page everytime.
View Order Histories
In the Vew Order Histories section,
you are brought to a list of all the active member accounts on the system.
Here, you can select a specific member by their customer ID and view their
entire order history with your store. Every order is saved in each
member's account. The customer has access to their information only.
The Store Administrator has access to all users history reports.
This section allows you to upload
your own logo to the SmartCart system. These images need to be valid
gif formats. You will be uploading two images to the system, a small
smlogo.gif and a larger logo.gif. Simply select which image you are
uploading. Then select “Browse” so you can find the image on your
hard drive that you will be uploading to the server. It does not
matter what the file is called, so long at it is a valid gif image. Clicking
the upload button will automatically upload your file. The upload
module will rename the file appropriately and place it in the correct place
in your SmartCart account.
If you do not want to display any
logos, simply use a tiny, transparent gif for these images.
Note to Internet Explorer Users:
Upon uploading your logos, the Internet
Explorer web browser will sometime display a cached copy of the SmartCart
logo. If you do not see your anticipated changes to the images, try pressing
CTRL + Refresh, for a quickly clearing the cache. If a full cache dump
is needed, go to Tools (top of browser), then Internet Options. Under the
"General" tab, Temporary Internet Files, click Delete Files.
This caching issue has been known
to occur in Netscape as well, but by pressing Shift + Reload in your Netscape
browser will display a fresh image everytime.
Add-On Modules and Utilities
The standard SmartCart comes with
everything you need to begin building your web store on the Internet. Because
we know "One Size Does Not Fit All' when it comes to eCommerce systems,
we offer optional modules and utilities that can boost the effectiveness
and meet the needs of your online store. Each module performs a unique
function. Selecting your own custom list of modules and utilities
allows you to build your online store exactly as you need it.
Database Conversion Utility
If you already have a database of
inventory, then this module allows you to easily populate and update your
entire online catalog with the uploading of your database file. Each
conversion utility is customized to fit the structure of your existing
database. By simply maintaining your existing database, you can easily
update prices, inventory, and categories.
Updating your online store with this
utility is just requires a few steps.
You will need
your username and password to complete this process.
Save file as specified name (given to
you when utility is setup). File must be in a tab-delimited
Upload to SmartCart server
Go to http://www.smartcart.com/username/admin/format.cgi
Your entire catalog now contains
the new information passed to it from your uploaded database file.
Entirely updates your entire online store within seconds. Departments and
Areas are automatically compiled - no need to do this in the Admin Controls.
Database Conversion Utilities are
a special request customization. We build each one custom to the
structure of your existing database. Our support team will need to have
your database or a small sample of your database to create the databse
For information on Database Conversion
Utilities or to order, please contact
Member Accounts Administration
This module provides reporting and
control over all the member accounts on your system. With easy to use and
understand forms, you can easily access information on your customers,
change their passwords, enable, disable and delete accounts from your system.
The first form you come to in the
Member Administration module is the selection of whether you want to see
an entire report summary for the members on the system, or select a member
by username for a more detailed report. The detailed reports can
also be accessed from the report summary. Simply by clicking on the
username for the member you are interested in seeing will bring up the
detailed report on the member.
On the bottom of each detail page
you are offered several controls and functions for the account you are
viewing. You can select to view a detailed traffic report and also
select to view a summary sales report for each member. You can also
perform tasks such as Edit, Disable Account, Enable Account, Delete Account,
and Change Password.
This module also come equipped with
a “Forgot Your Password” Utility. If the customer forgets their password
they can enter in their user name and the system will automatically email
their password to the registered email address found in the member's account.
This program allows you to sign up
affiliate saleperson(s) for your site. Shoppers and potential affiliates
can also request to sign up through an Affiliate Application form in your
The store admin receives the applications
for approval and can instantly approve and add any new affiliates with
the click of a button.
The traffic that these registered
affiliates send to your site all gets logged. The traffic logs contain
the affiliate username, the IP number the connection came from, the hostname
affiliated with the IP number (if any), the referring URL (so affiliates
can track where there hits are working), and the date and time that the
visitor came to the site.
Admin Controls for Utility:
Affiliate Access to Stats:
The traffic that turns into sales,
this information is logged as well. The sales log contains the affiliate
username, the orderID number, the payment type used, the amount of the
sale (minus tax and shipping), and the date and time the transaction took
Affiliates can login at anytime to
see their current standing on traffic and sales, all in real-time.
They simply go to a script that allows them to enter their affiliate username
and password and the system will generate a report summary for them.
They can also view their sales details and their traffic details, easily
from this screen.
The administrator has the same capabilities,
and more. The administrator can view individual affiliate information
or view an entire report with all affiliates. The admin also has the
capability of easy editing affiliate
personal information (including passwords). The admin can also disable
or reenable an affiliate's access to reports, edit a line item, or delete
an affiliate from the system with the click of a link.
The affiliate logs can be setup to
automatically batch out at a set interval, monthly, quarterly, bimonthly,
whatever. Or, the administrator can initiate a batch out process with the
click of a button. Once the batch out takes place an email is sent
to the store admin where he can download the batched out database(s) of
information for payment processing internally.
Your affiliates can easily link up
their banners, links, images, to your site. They simply appending
this to the end of the URL that points to your site.
representing a valid username on the affiliate system)
If an invalid ID is used, the system
will still log it, and will not stop the customer from proceeding with
their shopping at your online store.
QuickBooks Import Utility
SmartCart makes it easy for you to import your customer information, orders, and payments right into QuickBooks. Never key in an online order into QuickBooks again! You will have less chance of human error, better order processing efficiency, and automatic history and accountability for all SmartCart transactions. Simply by importing the Intuit Import Format (.iif) files which SmartCart generates will allow QuickBooks to automatically generate invoices, import payments, track paid and unpaid balances, and write customer letters using your QuickBooks data information. Each night, SmartCart runs a process which batches out all the order data for the day. An email is sent to the store administrator where they can retrieve and download their customer data over a secure network connection.
Order and Customer Data Delivery
Each day, SmartCart runs a process which batches out all the orders for the day. An email is sent to the store administrator with secure links to download the data, taht has accumulated in this batch period. There are two files downloaded each day. The names of the files correlate to the datecode-newmembers.iif and the other the datecode-smartcartorders.iif. The first file contains all the customer information, which is imported into QuickBooks and populates all customer data information: full name, address, city, state, zip, phone number, fax number, email, and payment information. The second file contains all the orders for the batch period including: billing info, shipping info, all the items ordered, total charges, shipping charges, and all sales tax information. The email sent to the store administrator contains links to each file.
Here are the common ways for retrieving your daily data securely:
In Internet Explorer, simply right mouse click on each link and select "Save Target As". In Netscape, simply hold down the Shift key while clicking on the link. Either of these actions will begin the Save to Disk process, which will ask you where you would like to save your file. Locate or create this area where you would like to save all of your import files, then click on "Save". Repeat the same process for both files. Once you have both daily files saved to your local drive, you are ready to import into QuickBooks. For ease of management, you will want to create one universal location where you can store all your import files to on your hard drive.
Importing into QuickBooks
Importing into QuickBooks has been made very easy thanks to our friends at Intuit. Simply start up your QuickBooks program. In QuickBooks, you would go to either FILE > IMPORT or the other location you may have is in FILE > UTILITIES > IMPORT. You will have one of the other, not both. Selecting this option will open your files dialog window, asking the location of the file you would like to import. Navigate to the location of the directory that you saved your files into. It does not matter in which order the files are imported, but a good practice would be newmembers.iif first, then smartcart-orders.iif second. Selecting the file you want to import will automatically bring it right into QuickBooks. Repeat the process for both files.
Once both files have been imported into QuickBooks, you will be able to view all new data in several areas. The most important are your Customer: Job list. Here you can easily access all your customer's contact information. The other area of importance is the Accounts Receivables list. Here you can view all the unpaid invoices and select the SmartCart imported payments which need to be applied to open invoices.
To view open and recently imported invoices, just click on the invoice icon in your task bar. This will bring up your invoice list. The invoice list shows the invoices that are marked paid and the invoices that are still due. If you double click on any of the invoices, the invoice clicked on will open up in the invoice screen. Set the "Form Template" to the "Intuit Product Invoice" selection to get the most out of the imported information. Of course, you can still use a custom invoice, the information should still show and present, as you need it.
Applying Payments to Invoices
Even though SmartCart has imported your order invoices and your payments, you still need to apply the payment to their respective invoices after the payments have been cleared, approved or authorized. The way QuickBooks functions makes it so that you cannot create a link between two transactions. For example, if one transaction is an invoice and another transaction is a payment for the invoice, you cannot indicate in the import file that the payment is to be applied to the invoice automatically. To apply the payment, you would wait until you have imported the transactions into QuickBooks. Then, you would go to your Accounts Receivables list and double-click on each imported payment. Review and make certain your information appears correct, and then select the invoice(s) the payment is being applied to. Before saving, make certain you have the correct group for this payment selected. You would either be grouping with Undeposited Funds or you can select to "Deposit To:" any "Bank" account in your accounts list. Once you have made these selections you can click to save and apply the payment to the selected invoice(s). You would then repeat this procedure through all the payments you have already cleared with your merchant account. If you make an error in the "Deposit To:" selection, you can easily come back to this Customer Payment window and change the setting to the correct selection, then save the payment again. This will not add the payment again. This will only change the selected information in the payment.
If you use QuickBooks Merchant Services, you can run and clear your payments right from QuickBooks. Upon clicking to apply the payment, the payment could be automatically processed through Wells Fargo Merchant Services or Chase Merchant Services. More information about this feature is available in your QuickBooks program.
The Coupon Center allows you to create
specials for your system and maintain the availability of them.
The easy to use administration
form is located at: http://www.smartcart.com/username/admin/coupon.cgi
This will allow you to add, edit
and remove special discounts from the system.
The discounts can have various
restrictions such as applying to specific products and requiring a minimum
purchase amount. You can easily send the discount codes to your customers
via a link back to your store. When the customer clicks on
the link, it will automatically activate the discount and the SmartCart
will automatically apply it to their order upon checkout.
When you first arrive to the Coupon
Center Admin, you can select to View and Delete Existing Coupons. Viewing
all available coupons in a list format, you can easily select to remove
any of them with the click of the DELETE link on each line.
The other selection on the primary
form is to Add New Coupons. In Add new Coupons, you are brought to
an administration form. This form contains all the fields necessary to
add your coupons to the system. The first field is the Coupon Code field.
This field will contain the
actual code that will activate this
discount and deduct it from the customer's order. The customer will have
the ability to enter this code in during checkout, or they could have already
activated the discount by clicking on the link from one of your email communications.
The second field is for the Discount
Amount. The discount amount is entered in as a flat dollar amount
($5.00) or a percentage value ( 10% ). ONLY ENTER THE VALUE HERE!
DO NOT ENTER a description here, this is done in the next field.
The Discount Description field is
where you would enter the description the customer will see about this
discount. This is where you can place the name of the discount, such
as "10% off your entire order", "Customer Appreciation Sale", "$5.00 off
widget #24323-5", or anything at all. This description is used to present
the discount to the customer and to add the line item in the invoice with
the discount applied.
The next fields are all optional:
In the Item Number field,you can
enter a specific item on the system that the discount applies to. If the
discount applies to all items, then you would leave this field blank.
If you do place an entry into this field make certain it is a valid item
number in the system. The discount will only be applied if this item
number exists in the customer's cart.
The Minimum Amount to Qualify field
allows to you enter the dollar amount of any minimum required before the
discount is applied. Setting this field to 10.00 will require that
the order have at least $10 in total items of purchase before the customer
qualifies for the discount. The system will inform the customer of this
if they try to checkout with out the required amount. The system
will still allow the customer to checkout, but will not apply the discount
if they do not meet all the specified parameters that you set in the coupon
The Expiration Date selection allows you to set the
date when the special should expire. After this date the system will not allow the
discount to be applied any longer
if the expiration date is passed.
Once discounts are added to the system
your customers can begin using them. As long as they meet the valid
date parameters for the discount.
The customer can activate the
discount in two ways:
1) Once the customer is checking
out, they will be presented with a Discount Code field. This is where
the customer can enter their discount code into the system. If all
parameters pass and verify, then the discount is automatically applied
to the order.
2) Another way of applying discounts
is by the store administrator sending an email to the customers.
This email can contain the special link that will link the customers to
your store while activating the discount code automatically. Once
the discount code is activated, it
will automatically be added to the
order once the customer begins to checkout. Providing that all the
required parameters set on the coupon have been met by the order.
If not, the customer is presented with a message that would indicate what
parameter was not met. From that point they can chose to continue
to checkout without the discount or they may go back and add to their cart,
or whatever is necessary to validate the special, then proceed to checkout
again. To auto-activate the coupon code via a link you would send
your customers this link:
- representing a valid coupon code in the coupon database. The coupon code
is case sensitive.