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404 Help Topic Not Found <p> The help topic you requested does not exist. Explore the list of help topics below to find the information you are looking for. </p> ~~HELP_TOPICS~~
access.main Administrator Accounts <p> The <b>Administrator Accounts</b> page allows the Site Administrator to create and edit user accounts and restrict the use of certain Administration Site functions. For example, you may wnat one user to have access to order and customer information, but not to Web content. <p> Users can have permissions granted on an individual basis, or by group. A <b>Super User</b> has access to all Interchange Administration Site areas, regardless of how the permissions are set. <p> <i><b>Hint:</b> Clicking <b>Access</b> from the menu displays the <b>Users</b> of the Access section by default. To access the <b>Groups</b> section, click <b>Groups</b> from the menu.</i> <p> <h2>Functions</h2> <b>Create New Administrator</b><br> To create a new administrator account, click this button. <p> <b>Edit Administrator</b><br> After choosing a user name from the list, click this button to make changes to that user's preferences, such as the user group he or she belongs to or that user's <b>Super User</b> status. <p> <b>Show Permissions</b><br> After choosing a user name from the list, click this button to view that user's site access permissions. <p> <b>Change Password</b><br> After choosing a user name from the list, click this button to change that user's password. <p> <b>Delete Administrator</b><br> After choosing a user name from the list, click this button to delete that user from the system. <p> <b>Back</b><br> To return to the previous page, click this button.<br> <br> <p><i><b>Hint:</b> By default, administrator accounts are stored and managed separately from customer login accounts.</i> </p>
access.permissions Administrator Permissions <p> The <b>Administrator Permissions</b> page allows you to select the operations that each user can have access to in the back office. Each section of the back office can be restricted with great detail. For example, a user can be given the ability to view a list of all orders, but not have access to the order details. Access to the individual rows of Interchange's internal tables can also be restricted on a per-table basis for each user. <p> <h2>Functions</h2> <b>OK</b><br> After selecting the type of access the user will have to each section of the Interchange Administration Site, click <b>OK</b> to commit the changes. The next time this user logs on to the Administration Site the new permissions will be used. <p> <b>Cancel</b><br> Click Cancel to abandon the permissions change. </p>
admin.edit.user Administrator Edit <p> The <b>Administrator Edit</b> page allows you create and edit administrator preferences. <p> <h2>Functions</h2> <b>Real Name</b><br> If adding an administrator, type the name of that administrator in this field.<br> <i>or </i><br> If editing an administrator, make the necessary changes here. <p> <b>User Name</b><br> If adding an administrator, type the user name of that administrator in this field.<br> <i>or</i><br> If editing an administrator, the user name for that administrator is displayed here. <p> <b>Super User</b><br> If the administrator you are adding or editing is a Super User, be sure to check this box. A <i>Super User</i> is an administrator that has full access to all aspects of the Administration Site, regardless of what permissions have been set. <p> <b>Groups</b><br> Click the name of the group with which you want this administrator to be associated. <p> <b>Permissions</b><br> To view and/or edit the site access permissions for this user, click this button. <p> <b>OK</b><br> To commit the administrator changes/additions you made, click this button. <p> <b>Cancel</b><br> To abandon the changes/additions you made, click this button.
affiliate.edit Edit Affiliate <p>The <b>Edit Affiliate</b> page allows you to edit specific attributes for an Affiliate. The following is a list of some of the most common attributes that you can edit. <p> <h2>Functions</h2> <b>Affiliate ID</b><br> This field contains the <b>Affiliate ID</b> for the Affiliate you are editing. <p></p> <p> <b>Affiliate Name</b><br> This field contains the name of the Affiliate you are editing. </p> <p> <b>Campaigns</b><br> This field is used to track traffic from advertising campaigns. </p><p> <b>Coupon_amount</b><br> This field is used to enter the coupon discount amount to be applied to a purchase made by the Affiliate you are editing. <p> <b>Join Date</b><br> The value in this field can be used to keep track of when the Affiliate signed with you. </p> <p> <b>URL</b><br> The value in this field is used to direct visitors coming from the Affiliate you are editing to your home page or a page designed specifically for visitors from that Affiliate's site. <br> This should <i>not</i> be the URL of the Affiliate's home site. </p> <p> <b>Timeout Delay</b><br> The value in this field is used to specify the amount of time a customer has to place an order and still give the Affiliate credit for it. If the customer goes over this amount of time, the Affiliate doesn't get credit for the customer visit. The timeout delay is measured in seconds, with the value of 0 (zero) disabling it. It is recommended that you use a value in the thousands to be sure the customer has enough time to shop. <p> <b>OK</b><br> To commit your changes, click <b>OK</b>. <i><b>Hint:</b> Using the browser's back button to exit the screen will not commit the changes you have made. </i> <p> <b>Cancel</b><br> To abandon the changes you have made, click this button.
affiliate.manager Affiliate Manager <p> The <b>Affiliate Manager</b> page allows you view a list of the Affiliates associated with your site. The Affiliate feature allows you to place a link on another web site that connects directly to a product page on your site. The product page can be customized specifically for visitors from that Affiliate. This feature also allows you to keep track of how many referrals you have gotten from each Affiliate. <p> <h2>Features</h2> <b>Limit with Search</b><br> Type the paramater by which you want to search the Affiliate list. For example, you can type a portion of an Affiliate name perform a search for Affiliates containing that value. Only the Affiliates containing the search parameter will be displayed. <p> <h2>Functions</h2> You can sort the item directory by clicking the heading of the column by which you want to sort. For example, to sort by Code, click the <b>Code</b> heading. This displays the Affiliates by code name in alphabetical order. Click a value listed in one of the following columns to access specific information about that value: <p> <ul> <li>Code-click the value in this column to access the <b>Edit Affiliate</b> page for that affiliate. <li>Linkback and Entry URLs-click the URL in this column to test the link. To edit the URL, go to the <b>Edit Affiliate</b> page. <li>Reports-click the value in this column to access the corresponding report page for that Affiliate. </ul>
affiliates.main Edit Affiliates <p> An Affiliates Program allows the merchant to make linking agreements with the owners of other web sites then track which orders come in from those off-site links. In many cases, the partner site earn a percentage of the sale from that link. In other cases, the merchant is simply interested in knowing how many people are buying as a result of a particular link. The <b>Edit Affiliates</b> page allows you to edit Affilite information. </p> <p> <b>Create New Affiliate</b><br> Click this button to make a new Affiliate. You will be asked to give that Affiliate a name. This name will appear in your personal list of Affiliates and will also appear on any orders resulting from this affiliate's links. After you submit the new Affiliate information, Interchange will display a unique URL which you will need to email to your new Affiliate. They will receive credit for an order only if the purchaser originally clicked on that specific URL. </p> <p> <b>Default URL to Redirect to</b><br> When setting up your Affilate, you have the choice of having their link point to your front page, to any other page in your site, or perhaps to a welcome page specifically for that Affiliate's customers. Enter the complete URL in this space. Note: do <i>not</i> enter the URL of the Affiliate's web site in this space. </p> <p> <b>Timeout Delay</b><br> The amount of time you enter here, in seconds, is the time that purchasers have between the time they enter your site through the link and when they must purchase before their status expires. If you set this time to 60 seconds, most purchasers will not have time to place an order and your Affiliate would not get credit for any of the sales. We recommend a setting in the thousands, or a setting of zero, which disables this feature. </p> <p> <b>Edit Affiliate</b><br> Select an Affiliate's name from the list, and click "Edit Affiliate" to review or change the Affiliate information. If you forget the URL that the Affiliate needs to use, it is displayed in the "Edit Affiliate" screen. </p> <p> <b>Show Orders</b><br> This feature will review the number, amounts, and specifics of all orders attributed to a particular affiliate. Select the Affiliate from the list and click "Show Statistics." </p> <p> <b>Show Traffic</b><br> This button will allow you to view information on the number of visitors who have come to your site via the selected affiliate. </p> <p> <b>Delete Affiliate</b><br> Select the Affiliate from the list and click "Delete Affiliate" to remove it. You will be asked to confirm your choice, after which it can not be recovered. </p> <p> <b>Affiliate Relations</b><br> You may also choose to allow the Affiliate to view the statistics for the traffic on your site to which they are responsible. You can do this by allowing them a restricted amount of access. (See the <a href="access.main.html">Access Manager</a> for details.) </p> <p> Note: the affiliates feature requires that the purchaser's computer accept cookies. Keep in mind that some purchasers may have their browsers set to reject cookies or may be using browsers that do not support them. </p>
button.builder Button builder <p> The <b>Button Builder</b> page allows you create HTML links and buttons for ordering items in your store. </p> <p> This function allows for quick access to a product and is useful if you have a few products you want to list on a page or if you want to put an order link on a page on another site. </p> <p> The Button Builder can generate either a URL for use in an <b>&lt;A HREF...&gt;</b> HTML tag, or a submit button inside of a <b>&lt;FORM&gt;</b> tag. <p> <h2>Functions</h2> <b>Build</b><br> After entering the necessary information, click <b>Build</b> to create the button. The Interchange Administration Site builds the button for you and issues the resulting HTML that displays the button. Cut and this information and paste it to the page on which you want to display the button.
change.password Change Password <p> The <b>Change Password</b> page allows you to change the password for a user. This should typically be done by the Site Administrator or super user. <p> <h2>Functions</h2> <b>New Password</b><br> Enter the new password. <p> <b>Verify Password</b><br> Confirm the new password. <p> <b>OK</b><br> To commit the new password, click this button. <p> <b>OK</b><br> To abandon the changes you made, click this button. </p>
create.new.affiliate Create New Affiliate <p> The <b>Create New Affiliate</b> page allows you to create an Affiliate. The following is a list of attributes that you can specify. <p> <h2>Functions</h2> <b>Affiliate ID</b><br> This field will contain the text "new". <p></p> <p> <b>Affiliate Name</b><br> This field contains the name of the Affiliate you are creating. </p> <p> <b>Campaigns</b><br> This field is used to track traffic from advertising campaigns. </p> <p> <b>Coupon_amount</b><br> This field is used to enter the coupon discount amount to be applied to a purchase made by the Affiliate you are creating. <p> <b>Join Date</b><br> The value in this field can be used to keep track of when the Affiliate signed with you. </p> <p> <b>URL</b><br> The value in this field is used to direct visitors coming from the Affiliate you are creating to your home page or a page designed specifically for visitors from that Affiliate's site. <br> This should <i>not</i> be the URL of the Affiliate's home site. </p> <p> <b>Timeout Delay</b><br> The value in this field is used to specify the amount of time a customer has to place an order and still give the Affiliate credit for it. If the customer goes over this amount of time, the Affiliate doesn't get credit for the customer visit. The timeout delay is measured in seconds, with the value of 0 (zero) disabling it. It is recommended that you use a value in the thousands to be sure the customer has enough time to shop. <p> <b>OK</b><br> To commit your changes, click <b>OK</b>. <i><b>Hint:</b> Using the browser's back button to exit the screen will not commit the changes you have made. </i> <p> <b>Cancel</b><br> To abandon the changes you have made, click this button.
create.new.customer Create new customer <p> The <b>Create New Customer</b> page allows you create a new customer account by entering the necessary customer information. The fields displayed on this page are dependent on how the page was set up by your Site Administrator or Super User. <p> <h2>Functions</h2> <b>OK</b><br> After entering the necessary information to create a new customer, click <b>OK</b> to save the information. The <b>Active Customers</b> page is displayed including the customer you created. <p> <b>Cancel</b><br>To return to the <b>Active Customers</b> page without saving the new customer information, click <b>Cancel</b>. <p> <h2>Features</h2> The <b>meta</b> link, which is only visible to the Site Administrator or Super User, is displayed below each field name. This link allows the Site Administrator or Super User to change the parameters for each field. For more information on <b>meta</b> links, see the <a href="flex.meta.html">Meta Field Information</a> page.
crosssell Cross-Sell <p> The <b>Cross-Sell</b> page is used to exercise the Cross-Sell marketing feature. The Cross-Sell feature allows you to display an item or items that compliment the item the customer has chosen and give the customer the choice of adding the complimentary item. For example, you may choose to display a paintbrush as a Cross-Sell item to a customer that is purchasing paint. <!--reference the page where the graphics are posted or parameters for display are set--> </p><p> </p><h2>Functions</h2> <b>OK</b><br> After completing the necessary Cross-Sell information, click <b>OK</b> to export the Cross-Sell connection.<!--what is the result of this action?--> <p> <b>Cancel</b><br> To abandon the Cross-Sell task you started without saving the change. </p><p> <b>Auto-Export</b><br> Click this checkbox to enable the Auto-Export feature. The Auto-Export feature exports the changes you are committing to the tables described on these pages to the original flat text file. This feature allows you to keep your original files up-to-date and portable. However, while this feature may not hinder the system's performance when exporting a small table, exporting a large table may slow your system. </p><p> </p><h2>Features</h2> The <b>meta</b> link, which is only visible to the Site Administrator or Super User, is displayed below each field name. This link allows the Site Administrator or Super User to change the parameters for each field. For more information on <b>meta</b> links, see the <a href="flex.meta.html">Meta Field Information</a> page.<br>
customer Active/Inactive Customers <p> The <b>Active Customers</b> and <b>Inactive Customers</b> pages display all customers in the system. You can group the customers as active or inactive depending on your preference. <b>Active Customers</b> usually include those with pending orders or orders that have recently been filled. <b>Inactive Customers</b> usually include those who have decided not to create a user account or haven't submitted an order recently. Contact your Site Administrator or Super User for your rules regarding customers.<br> </p> <p><br> <span style="font-weight: bold;">NOTE:</span> If you have a large number of customers, many thousands, you may want to define the CUSTOMER_VIEW_LARGE preference. This will prevent long startup times accessing the list of customers, and present a query-by-example interface to search for customers. </p> <h2>Functions</h2> <b>Search for Customer</b><br> Type the parameter by which you want to search for a customer. For example, type <b>CA</b> to search for all customers located in the state of California. Only the customers containing the search parameter will be displayed. <p> <b>Delete Checked Customers</b><br> Click this button after checking the customer(s) you want to delete. A warning is displayed. Click <b>OK</b> to delete. The deleted customer(s) are removed from the page, but remain in the system. <i><b>Hint:</b> To delete an individual customer, click the <b>X</b> in the red square beside the customer ID.</i> </p><p> <b>Deactivate Checked Customers</b> (on the <b>Active Customers</b> page)<br> <i>or</i><br> <b>Activate Checked Customers</b> (on the <b>Inactive Customers</b> page)<br> Click this button after checking the customers(s) you want to activate or deactivate. The customer(s) are moved to the appropriate section. <i><b>Hint:</b> To activate or deactivate an individual customer, click the black arrow beside the customer ID.</i> </p><p> </p><h2>Features</h2> You can sort the customer list by clicking the heading of the column by which you want to sort. For instance, to sort by customer ID, click the <b>ID</b> heading. This displays the customers by ID in ascending or descending alphabetical order. <p> You can click the customer ID to access the <a href="customer.view.html">View Customer</a> page to view the details of a specific customer.</p>
customer.edit Customer Edit <p> This help page corresponds to the following Administration screens:<p> <ul> <li>Customer preferences <li>Customer shipping information <li>Customer billing information </ul> These screens allow you to enter or change information relating to the customer. The fields displayed on these pages are dependent on how the Site Administrator or Super User set up Interchange Administrator. For assistance with completing these pages, see your Site Administrator or Super User. <p> <h2>Functions</h2> <b>OK</b><br> After completing the necessary information on the page, click <b>OK</b> to commit your changes/additions. The page is refreshed and the changes are committed. <p> <b>Cancel</b><br> Abandon entered changes without committing them. The page is refreshed, displaying only the original information. <p> <b>Auto-Export</b><br> Click this checkbox to enable the Auto-Export feature. The Auto-Export feature exports the changes you are committing to the tables described on these pages to the original flat text file. This feature allows you to keep your original files up-to-date and portable. However, while this feature may not hinder the system's performance when exporting a small table, exporting a large table may slow your system. <p> <h2>Features</h2> The <b>meta</b> link, which is only visible to the Site Administrator or Super User, is displayed below each field name. This link allows the Site Administrator or Super User to change the parameters for each field. For more information on <b>meta</b> links, see the <a href="flex.meta.html">Meta Field Information</a> page.
customer.mailing Customer Mailing <p> This facility is intended to email a limited number of users a templated message. </p> <p> Records are substituted with the values from the <b>userdb</b> table. Each field is in {curly brackets}. For example, the first name column <i>fname</i> would be templated as {FNAME}. </p> <p> The full range of templating available with the Interchange ITL tag <b>[attr-list]</b> are available, so you can do tests and conditional substitutions. See the IC documentation of <a href="http://www.icdevgroup.org/cgi-bin/ic/search.html?mv_coordinate=1&mv_searchtype=db&from_search=1&mv_value=link_banner%3DSearch+results&mv_search_page=docresults&mv_search_file=documentation&mv_searchspec=attr_list">attr_list</A> for help with that. </p> <p> You can choose any list that currently has subscribers. Formulate your message in the textarea, set the Subject:, the From:, and To: settings. Some reasonable defaults are supplied except for Subject. If you want the reply to go to a different address than the From:, set that too. </P> <p> By default, each user's box is checked for mailing. If there are users you don't want the mailing to go to, uncheck them. If you want to send in more than one batch, the system will remember which users you have mailed to as long as you remain logged in. </p> <p> It is a good idea to do the <b>Email Preview</b> to check the messages before you send. </p> <P> If you have a very large list, you cannot <b>Send Now</b>. Use the <b>Download Batch</b> button to download a shell script that will use <tt>sendmail</tt> to send it via the UNIX command line.</p>
customer.view View Customer <p> The <b>View Customer</b> screen allows you to view detailed information about a particular customer. The customer's order history is also displayed. <p> <h2>Functions</h2> <b>Back</b><br> Returns you to the <b>Active Customers</b> or <b>Inactive Customers</b> list. <p> <b>Enter Order</b><br> Click this button to access the <a href="order_entry.main.html">Order Entry</a> page. The <b>Order Entry</b> page is displayed and is prepopulated with the customer's information, allowing you to quickly enter an order. <p><b>Deactivate Customer</b><br> <i>or</i><br> <b>Activate Customer</b><br> The button displayed depends on if the customer you are viewing is an <b>Active Customer</b> or <b>Inactive Customer</b>. It allows you to reverse the status of a customer (from active to inactive, or vice versa). <p> <b>Change Password<br> </b>Click this button to access the <b>Change Customer Password</b> page. The <b>Change Customer Password</b> page allows you to change the customer's password. <i><b>Hint:</b> Do not change a customer's password without notifying the customer. The customer will not be able to access his or her account without the new password.</i> <p> <b>Delete Customer</b><br> Deletes the customer. <p> <h2>Features</h2> Depending on how much information is stored on the system about a customer, some of the items on the <b>View Order</b> page are hotlinked to allow you to access other information:<br> <ul> <li>Click the customer's name to access the <a href="customer.view.html">View Customer</a> page. The <b>View Customer</b> page displays detailed information about the customer. <li>Click the customer's email address to send that customer an email. <li>Click <b>Bill To:</b> to access that customer's complete billing information. <li>Click <b>Ship To:</b> to access that customer's complete shipping information. <li>Click the order's status to access the <a href="item.edit.html">Order Status</a> page. The <b>Order Status</b> page displays detailed information about the order shipment. </ul>
dbdownload.main Database Download <p></p> <p> The <b>Database Download</b> page allows you to export any of the internal tables on Interchange to the <b>backup</b> directory of your catalog. By default, it exports each table to a tab-delimited file named for the table. It also can export Gnumeric simple-text output and, if you have the Perl Spreadsheet::WriteExcel module installed, it can write XLS spreadsheet files. <blockquote> NOTE: XLS output is only available when you have the Spreadsheet::WriteExcel module installed. Spreadsheet::WriteExcel is available at CPAN. </blockquote> <p> To use, take the following steps: <OL> <LI>Check the boxes corresponding to the tables you want to export. <LI>Select whether you want Gnumeric output and/or XLS output. <LI>Click <B>Perform Export</B> button. </OL> NOTE: If you have very large database tables, the export function may take a long time. It is not recommended for more than 25,000 products. <P> Once the tables are exported to a Gnumeric or XLS format, they will be available for download on the same page. Individual tables are downloadable via the <I>File Transfer</I> menu. <P> Caveats: <P> <UL> <LI>Fields longer than 255 characters will be wrapped to the next line and must be combined in the spreadsheet to be re-imported. </UL>
dbupload.main Database Upload <p> <b>Coming soon</b> </p>
edit.item Edit/Create Item <p> The <b>Edit Item</b> page is used to create or edit a product item. The fields displayed on this page are dependant on how the page was set up by your Site Administrator or Super User. For more information on the fields displayed on this page, see your Site Administrator or Super User. <p> <h2>Function</h2> <b>OK</b><br> After completing the necessary information on the page, click <b>OK</b> to commit your changes/additions. The page is refreshed and the changes are committed. <p> <b>Cancel</b><br> Abandon entered changes without committing them. The page is refreshed, displaying only the original information. <p> <b>Auto-Export</b><br> Click this checkbox to enable the Auto-Export feature. The Auto-Export feature exports the changes you are committing to the tables described on these pages to the original flat text file. This feature allows you to keep your original files up-to-date and portable. However, while this feature may not hinder the system's performance when exporting a small table, exporting a large table may slow your system. <p> <h2>Features</h2> The <b>meta</b> link, which is only visible to the Site Administrator or Super User, is displayed below each field name. This link allows the Site Administrator or Super User to change the parameters for each field. For more information on <b>meta</b> links, see the <a href="flex.meta.html">Meta Field Information</a> page.
edit.page Edit Page <p> The <b>Edit Page</b> page allows you to edit the preferences of each Web page in your site, including the Interchange Administrator Site. The <b>Edit Page</b> page also allows you to view and edit the html source code for the page. <p> <h2>Functions</h2> <b>Preview</b><br> After completing the necessary information on the <b>Edit Page</b> page, click this button to preview the page. This function is helpful if you want to view the page before committing to the changes. The following is a list and description of the most common fields displayed on this page. If you are unsure of the function of a field displayed, contact your Site Administrator or Super User. <p> <ul> <li><b>Change Template</b><br> After choosing a template from the drop-down list, click this button to implement the change. For more information on creating or editing your templates, see <a href="something.html">blah</a>. <p> <li><b>Page Title</b><br> The title of the Web page that you are editing/creating. <p> <li><b>Page Banner</b><br> The banner of the Web page that you are editing/creating. <p> <li><b>Members Only</b><br> Limits access to the Web page to customers that have a user account with you. If activiated, a user log in page is displayed before the Web page is displayed. <p> <li><b>Component Before Content</b><br> Allows you to specify a marketing device to be displayed before the content on this Web page. <p> <li><b>Component After Content</b><br> Allows you to specify a marketing device to be displayed after the content on this Web page. <p> <li><b>Background Color</b><br> Allows you to specify the background color of the Web page that you are editing/creating. <p> <li><b>Content</b><br> Displays the html source code that corresponds to the Web page that you are editing/creating. This is where the content of the Web page is specified. </ul> <b>Save</b><br> After completing the necessary information on the <b>Edit Page</b> page, click this button to commit your changes. The <a href="page.editor.html">Page Editor</a> page is displayed. <p> <b>Cancel</b><br> Abandon changes by clicking this button. The <a href="page.editor.html">Page Editor</a> page is displayed.
env_vars Environment Variables <p>Here you can view the environment of the running Interchange daemon. Useful only for debugging purposes. </p>
export.main Individual Table Export <p> The <b>Individual Table Export</b> page allows you to export any of the internal tables on Interchange to a file on the server. <p> <h2>Functions</h2> <b>Export</b><br> After selecting the export criteria, click <b>Export</b> to export the table. The following list describes the <b>Export As</b> available formats. <ul> <p> <li><b>Current Type/System Default</b><br> Types specified in the Interchange configuration files. <p></p> <p> <li><b>TAB Delimited</b><br> First line of the file represents column names. Each line represents a row, with tab characters separating columns. <p></p> <p> <li><b>CSV</b><br> The same as TAB delimited, but separated by commas and quotes. <p></p> <p> <li><b>PIPE Separated</b><br> The same as TAB delimited, but separated by | characters instead of tabs. <p></p> <p> <li><b>%%/%%%</b><br> One column per line, separated by %% lines, with %%% between rows. <p></p> </ul>
faq Frequently Asked Questions <p> <i><b>Does Interchange do real-time credit card processing?</b></i> <br> No, but it does interface with real-time payment processing systems, along with transaction management and order management systems of all kinds. </p> <p> <i><b>Interchange is open source, but I don't know how to do computer programming. What can I do if I want to add features?</b></i> <br> There are many Interchange consultants who can help you do this. While we would suggest people involved in Interchange development, as they will readily incorporate your changes into the distribution, there are many fine consultants. Send email to interchange-biz@icdevgroup.org to contact them. </p>
flex.meta Meta information edit <p> The <b>Meta Information Edit</b> page allows a user to edit the parameters of a displayed field. For example, if you click the <b>meta</b> link for the <b>Last Name</b> field, the <b>Meta Information Edit</b> page is displayed for that field. Editing the parameters in the <b>Meta Information Edit</b> page effects the values that will be accepted for the <b>Last Name</b> field. You could specify the width of this field, meaning the number of characters accepted, as 30 using the <b>Meta Information Edit</b> page. This would limit the length of any value entered in the <b>Last Name</b> field to 30 characters. <p> The <b>Meta Information Edit</b> field is displayed only to Super Users. Exercise caution when editing this page. <p><h2>Features</h2> <b>OK</b><br> After entering the necessary values, click <b>OK</b>. The following is a description of some of the displayed fields. <ul> <p> <li>"Widget Type" specifies the HTML INPUT tag type to use when displaying the field in, say, the item editor. <p></p> <p> <li>"Width" and "Height" only apply to some of the "Widget Type" options, for instance the "Textarea" widget. <p></p> <p> <li>"label" is displayed instead of the internal column name. For example, the "category" column of the "products" table might have a label of "Product Category." <p></p> <p> <li>"help" is displayed below the column label, and helps describe the purpose of the field to the user. <p></p> <p> <li>"help url" can be used to link to a page giving more information on the field. <p></p> <p> <li>"lookup" can be used when a field is acting like a foreign key into another table. In that case, you'll probably want to use some sort of select box as the widget type, and if you want to reference multiple rows in the destination table, you'll probably want to use a multi-select box, with "colons_to_null" as the pre_filter, and "::" as the lookup_exclude. <p></p> <p> <li>"filter" and "pre_filter" can be used to filter data destined for that field or data read from that field, respectively. <p></p> </ul>
flex.select Direct Table Edit: Select for table edit <p> Having selected a table to edit, you can now add a new row, edit an existing row, edit all rows spreadsheet-style, or delete a row. </p>
genconfig.main Catalog Information <p> Here you see various information on the catalog and Interchange installation. Of particular interest are: <ul> <li><b>Active Sessions: </b>Here you can select an active session and see all the information Interchange has on currently active Web site visitors, including Administrators.<br> <br> <li><b>Database Information:</b> This lists all the Perl database access modules installed on the server and available for Interchange. <br> <br> <li> <b>Module Information:</b> A list of Perl modules available to Interchange, with comments about affected functionality for those that are missing. </ul>
genexport.main Import/Export <p> Interchange makes it easy to import and export data to and from your commerce Web site. </p> <p> <a href="dbupload.main.html">Database Upload</a> allows you to import a tab delimited database of your product information to Interchange to make set-up faster and easier. </p> <p> <a href="dbdownload.main.html">Database Download</a> does just the opposite, allowing you to download the data from Interchange. </p> <p> <a href="layoutupload.main.html">Layout Upload</a> lets you upload your site's layout information. </p> <p> <a href="layoutdownload.main.html">Layout Download</a> lets you download your site's layout information. </p>
gensql.main Direct SQL utility <p> The <b>Direct SQL Utility</b> should only be used by the Site Administrator or Super User that is familiar with the utility. </p>
gentable Direct Table Edit <p> The <b>Direct Table Edit</b> page allows you to edit any of Interchange's internal tables. Select a table to edit, or search a table and select rows to edit. </p>
glossary.main Glossary <p> <b>ICDEVGROUP</b><br> Developer of Interchange, open source e-commerce storefront management system.</p> <p> <b>Algorithm</b><br> A step-by-step problem-solving procedure, especially an established, recursive computational procedure for solving a problem in a finite number of steps. </p> <p> <b>AOL</b><br> The largest Internet service provider in the United States. </p> <p> <b>Apache</b><br> The most widely used web server. One of the most successful free software packages. </p> <p> <b>API</b><br> Application Program Interface. A set of routines, protocols, and tools for building software applications. A good API makes it easier to develop a program by providing many building blocks for the programmer, who puts them together. Although APIs are designed for programmers, they are ultimately good for users because they help all programs using a common API will have similar interfaces. </p> <p> <b>Archiving Orders</b><br> A process through which you can remove your orders from immediate view on your management administrator without deleting the record. </p> <p> <b>Browser</b><br> Short for Web browser, a software application used to locate and display Web pages. You're likely familiar with one if you're reading this, right? </p> <p> <b>Business to Business</b><br> Also seen as B2B. A B2B company offers goods and services to other businesses. </p> <p> <b>Business to Consumer</b><br> Also seen as B2C. These are companies that offer goods and services to consumers. </p> <p> <b>Cell</b><br> An area in which data is entered. </p> <p> <b>CGI</b><br> Common Gateway Interface. A specification for transferring information between a World Wide Web server and a program. A CGI program is any program designed to accept and return data that conforms to the CGI specification. The program could be written in any programming language the server can run. CGI programs are a common way for Web servers to interact dynamically with users. </p> <p> <b>Cookie</b><br> A chunk of information transmitted to a Web browser by a Web server. The browser stores the information on the user's local computer (either in memory or on the hard disk). The message is then sent back to the server each time the browser requests a page from the server. The main purpose of cookies is to identify users and possibly prepare customized Web pages for them. </p> <p> <b>E-Commerce</b><br> The specific business of selling goods and services via the Internet. </p> <p> <b>Electronic Catalog</b><br> An Internet site that offers goods and services for sale. Much like the magazine catalogs. </p> <p> <b>Embedded Perl</b><br> When the programming language Perl can be found within the context of another language, it is said that it is embedded. Interchange supports embedding Perl right into its HTML templates. </p> <p> <b>FAQ</b><br> Frequently Asked Questions. (Usually including the answers to those questions!) </p> <p> <b>HTML</b><br> Abbreviation for Hypertext Markup Language. The language of codes used to format plain text, most often for viewing in a web browser. </p> <p> <b>HTTP</b><br> Abbreviation for Hypertext Transfer Protocol. The primary mechanism (or protocol) of transfering information over the Internet from a Web server to a user's computer. </p> <p> <b>httpd</b><br> Hypertext transfer protocol daemon: a Web server. </p> <p> <b>Internationalization</b><br> (Also known as I18N.) The adaptation of Interchange for multiple languages and currencies. </p> <p> <b>Item</b><br> A single product in your on-line store. </p> <p> <b>Java</b><br> A general purpose programming language used both on servers and clients (Web browsers). </p> <p> <b>JavaScript</b><br> A scripting language developed by Netscape to enable Web authors to design interactive sites. Although it shares many of the features and structures of the full Java language, it was developed independently. </p> <p> <b>Interchange</b><br> The flagship e-commerce platform developed by ICDEVGROUP. Interchange is an open source program that has thousands of implementations throughout the world. For more information on Interchange please visit the <a href="http://www.icdevgroup.org/">ICDEVGROUP web site</a>. </p> <p> <b>Linux</b><br> The UNIX-like kernel developed by Linus Torvalds, which forms the basis of many open source computer operating systems. </p> <p> <b>Matrix</b><br> A table of all the possible combinations of options available for an item. </p> <p> <b>Netscape Navigator (or Communicator)</b><br> A popular web browser. </p> <p> <b>Open Source</b><br> Software with source code that is freely viewed and altered by its users. Often the software is released under the license of the GNU General Public License which requires further distribution be free of cost or usage restrictions, and that program source code be made available. </p> <p> <b>Perl</b><br> Amazing, powerful, flexible, expressive, free programming language by Larry Wall. See <a href="http://www.perl.com/">perl.com</a> for all sorts of information on Perl. </p> <p> <b>Product Matrix</b><br> The complete list of possible descriptors for a product. This includes size, color, etc. </p> <p> <b>Regeneration</b><br> After making changes to a site or page, commanding Interchange to regenerate means to update the changes for general use. </p> <p> <b>Search Engine</b><br> A program that is designed to search through a database to answer queries. </p> <p> <b>Shipping Algorithm</b><br> The equations used to calculate shipping costs. </p> <p> <b>SKU</b><br> Stock Keeping Unit. A unique code associated with each product for inventory purposes. </p> <p> <b>SQL</b><br> Structured Query Language. SQL is a standardized query language for requesting information from a database. </p> <p> <b>SSL</b><br> Secure Sockets Layer. A transport-layer technology, developed by Netscape, that allows secure transactions among compliant browsers and Web servers. </p> <p> <b>Template</b><br> With respect to Interchange, templates are pre-designed formats that a business can use to create a ready Interchange implementation. </p> <p> <b>Web Server</b><br> The computer and/or software that delivers Internet information to the user's computer. </p> <p> <b>Zone-Based Shipping</b><br> The calculation of shipping charges based on the region of destination. </p>
group.main Administrator Groups <p> The <b>Admin Group Manager</b> page allows you to create and edit entire groups of users at one time, without having to access each user's individual profile, and restrict the use of certain Administration Site functions on a per group basis. This feature is useful if you want to limit access to the Interchange Administration Site for an entire group of users. <p> <h2>Functions</h2> <b>Create New Group</b><br> To create a new user group, click this button. <p> <b>Edit Group</b><br> After choosing a group name from the list, click this button to make changes to that user group's preferences, such as <b>Super User</b> status. <p> <b>Show Permissions</b><br> After choosing a group name from the list, click this button to view that group's site access permissions. <p> <b>Delete Group</b><br> After choosing a group name from the list, click this button to delete that group from the system. <p> <b>Back</b><br> To return to the previous page, click this button.<br> <p> <i><b>Hint:</b> By default, Administrator accounts are stored and managed separately from customer login accounts.</i> </p>
home Interchange Administration Tool Help <p>The Interchange context-sensitive help system is easy to use. Simply click the <b>Help</b> link in the upper right-hand section of any page of the Interchange Administration Tool. A small popup window will appear offering help for that page.</p> <p><b>Using the Interchange Administration Site</b></p> <p>Some shortcut functions are accessible on each page of the Interchange Administration Tool:</p> <ul> <li><b>Interchange logo</b><br> The <b>Interchange logo</b> link is located in the upper left-hand corner of each page. Clicking this logo takes you to the main menu of the UI. </li> <li><b>Tables</b><br> The <b>Tables</b> link is located in the upper right section of each page. Clicking this link takes you to the <b>Database Tables</b> page of the Interchange Administration Tool. This shortcut function allows you to quickly access table information. </li> <li><b>Quicklinks</b><br> The <b>Quicklinks</b> link is located in the upper right section of each page. Clicking this link displays a window containing shortcut links to commonly used pages in the Interchange Administration Tool. </li> <li><b>Apply Changes</b><br> The <b>Apply Changes</b> link is located in the upper right section of each page. Clicking this link updates the Interchange server with certain non-automatic changes. </li> <li><b>Log Out</b><br> The <b>Log Out</b> link is located in the&nbsp;upper right section of each page. Clicking this link logs you out of the Administration Tool. You can log back in as a different user if you wish.</li><li><span style="font-weight: bold;">Interchange version<br> </span>The version of Interchange is displayed in the lower left-hand corner. Clicking on <span style="font-weight: bold;">Interchange</span> takes you to the ICDEVGROUP developer site<span style="font-weight: bold;">.<span style="font-weight: bold;"></span><br> <span style="font-weight: bold;"></span></span></li> <li><b>Store ID</b><br> Your <b>Store ID</b> is located in the bottom section of each page. Clicking this link takes you to your store's main Interchange page. This allows you to instantly view site changes implemented through the Administration Tool.</li> </ul> <p>Here are the available help topics:</p> ~~HELP_TOPICS~~<br>
import.main Table Import <p> The <b>Table Import</b> page allows you to upload a file from your computer to Interchange in order to update one of Interchange's internal tables. This can be done in one of several formats -- TAB-delimited text, Gnumeric simple text, or Excel XLS workbook. </p> <p> You can import slices of a table -- the only column that is required is the key column (for example, <B>sku</B> is usually the key column for <i>products</i> and <i>inventory</i>). <P> For instance, to update only the quantityfor a series of items in <i>inventory</i>, create a file with two columns, the <B>sku</B> and <B>quantity</b>. Not all items must be updated, so you can just upload the ones to be added or changed. </p> <p> If you wish rows to be added when a new key is found, keep the default selection <b>Add new items if present</b>. To only update existing rows, change that to <b>Ignore new items</b>. </p> <p> To upload changes to a single table in TAB-delimited format, select a TAB-delimited file to send to Interchange by clicking <b>Browse...</b>, and a table to update from the list on the right. Then select whether to add new rows from your file to the table, or to only update rows that are in both your file and the table. </p> <p>To upload changes to multiple tables in <B>Gnumeric simple-text</B> format, select it and use <b>Browse...</b>, then select your upload options. The table selection is not important because the table is selected from with the Gnumeric simple-text file. </P> <P> Uploading in <B>Excel/XLS</b> format requires that the module Spreadsheet::ParseExcel be installed on your server. Check with your admin if you need this and the option is not present in the file format chooser. Otherwise, you simply select the <tt>.xls</tt> file with <B>Browse...</b> and upload as with Gnumeric simple-text format.
item.edit Items: Edit/Create <p> The <b>Items: Edit/Create</b> page allows you to create or edit an item by filling in it's fields. Common fields include <b>Short Description</b>, <b>Long Description</b>, and <b>Image</b>, that are used when displaying an item on a catalog page, and <b>Product Price</b> and <b>Weight in Pounds</b>, that are used when calculating charges in the shopping basket. </p> <p> The <b>Category</b> field can be used to select which category pages the item will appear on. Multiple categories can be selected. For more control of product categories, choose <b>Site Layout</b> from the quicklinks menu. </p> <p> The <b>meta</b> link, which is only visible to the Site Administrator or Super User, is displayed below each field name. This link allows the Site Administrator or Super User to change the parameters for each field. For more information on <b>meta</b> links, see the <a href="flex.meta.html">Meta Field Information</a> page. </p>
item.editor Item Editor <p> The <b>Item Editor</b> page displays a directory of the product items logged in your system. This page also allows a quick view of information associated with each item, such as SKU, pricing, etc. <p> <h2>Features</h2> <b>Limit with Search</b><br> Type the paramater by which you want to search the Item list. For example, type <b>14.99</b> to perform a search for all items priced at $14.99. Only the items containing the search parameter will be displayed. <p> <b>Edit Checked Items in Sequence</b><br> Click this button after checking the item(s) you want to edit. The <a href="edit.item.html"> Edit Item</a> page is displayed for the first item you checked. Make the necessary edits and click <b>OK</b>. The <b>Edit Item</b> page of the next item you checked is displayed. <p> <b>Delete Checked Items</b><br> Click this button after checking the item(s) you want to delete. A warning is displayed. Click <b>OK</b> to delete. <p> <h2>Functions</h2> You can sort the item directory by clicking the heading of the column by which you want to sort. For example, to sort by price, click the <b>Price</b> heading. This displays the orders by amount in ascending or decending order. To sort in reverse order, click the <b>Price</b> heading again. Click a value listed in one of the following columns to access specific information about that value:<p> <ul> <li>SKU-click a SKU value in this column to access the <a href="edit.item.html">Edit Item</a> page for that item. <li>Quantity Pricing-click the value in this column to access the <a href="something.html">Pricing</a> page for that item. <li>Up Sell-click the value in this column to access the <a href="something.html">Upsell</a> page for that item. <li>Cross Sell-click the value in this column to access the <a href="something.html">Cross Sell</a> page for that item. <li>Promotion-click the value in this column to access the <a href="something.html">Feature</a> page for that item. <li>Inventory-click the value in this column to access the <a href="something.html">Inventory</a> page for that item. </ul>
item.main Items <p> <b>Create New item</b><br> Click this button to create a new item. </p> <p> <b>Edit item</b><br> After selecting an item from the list, click <b>Edit Item</b>. Edit the necessary fields. <p> <b>OK</b><br> To commit your changes, click <b>OK</b>. <i><b>Hint:</b> Using the browser's back button to exit the screen will not commit the changes you have made. </i> <p> <b>Delete Item</b><br> Select an item from the list that you want to delete, and click <b>Delete</b>. A warning is displayed. Click <b>OK</b> to delete. The deleted item is permanently removed from the system. </p>
knar.main Knar Editor <p> Knar stands for "Knar's Not A Registry." It's kind of like a registry. </p> <p> The Knar table stores store-wide configuration information. If you don't know about store-wide configuration, it probably won't help you much. On the other hand, if you just can't find the place to tweak the value you're looking for, it might be worth poking around (gently!) in here. </p>
layout.edit Site Layout <p> The <b>Site Layout Editor</b> can be used to manage the content on your site. Content is divided into sections, and you can create subsections of each section, much like directories and subdirectories on a disk. </p> <p> Selecting a section on the left shows information about it on the right. Click <b>Create New Section</b> to create a new top level section, or select an existing section and click <b>Create Subsection</b> to create a new section under the existing section heading. </p> <p>Sections come in three types: product pages, content pages, and links to foreign pages. In future releases of Interchange, you'll be able to control many page attributes without having to edit the templates by hand. </p> <p> Product pages are for listing items in your inventory. Generally, you'll create a section for each kind of item in your store, so that visitors can browse your items easily. If you have many kinds of items, you may want to list their sections together under a <b>Products</b> section. When you've selected a section that is a product page, you will be presented with a list of items in that section and options for adding and deleting items in that section. Deleting an item from a section doesn't actually delete the item from your store; the <b>Items</b> page is used for that. </p> <p> Content pages are pages which primarily contain information about the site and don't list any items. You can choose from pages you've uploaded with the file uploader. </p> <p> Links to foreign pages provide an easy way to link to another site. </p>
layout.main Layout Manager <p> The site layout manager is the interface that a designer or product manager uses to assign products to a page, manage elements on the page such as links, do merchandizing like specifying featured products, and rearranging elements on the pages. </p> <p> When you enter this page, you see first a listing of the main pages linked on the front page of your Web site and other elements on that page such as featured products or navigation bars. We call these the "children" of the front page. If you click on the name of one of these children, the list will expand to show you the children of that element, and so on. Next to the name of each child is a radio button. Select the button of the element you want to work with before clicking any of the buttons at the bottom of the page. </p> <p> <b>Add as Child</b><br> You can add three types of children to any particular element: items, groups, and pages. The pull-down menus below the list display the available children. To add children to a page, first click the radio button next to that page's name in the list, then select either a group, page, or item from the pull-down menus. Click on the "Add as Child" button. You should see the new child appear under its parent automatically. </p> <p> <img src="images/layout.add.child.jpg" alt="" width="350" height="254"> </p> <p> <b>Rearrange Children</b><br> The order that the children appear in this list is important, as it determines the order in which they will be displayed on the site. The "Rearrange Children" feature lets you place them in the correct order. First, click the radio button next to the parent whose children you want to arrange, then click on the "Rearrange Children" button. That will take you to a new screen with a list of all the children in order. Select each child that you want to move, then click the "up" or "down." Continue this process until they're in the right order, then click "ok." Clicking "cancel" will take you back without making any changes, even if you've already rearranged some of your products. </p> <p> <b>Move Some Children/Move All Children</b><br> If you want to move children out from under one parent over to another, these two functions will do that. "Move Some Children" allows you to choose which of the children in the list you would like to move, then asks you which new parent to assign them under. "Move All Children" simply moves them all. Below, see the "Move Children" screen. Notice you can "control click" to select more than one child to move. </p> <p> <img src="images/layout.move.child.jpg" alt="" width="200" height="210"> </p> <p> <b>Hide All</b><br> Just as clicking on the name of an element will make its children appear, clicking on the name again will make them disappear. If you have a lot of different parents' children showing, the "Hide All" button will make them all disappear. </p> <p> <b>Delete</b><br> The delete button allows you to remove a child from the parent. Select the child you would like to remove by clicking the button next to its name, then click on the delete button. </p>
layoutdownload.main Layout Download <p> Coming Soon </p>
layoutupload.main Layout Upload <p> Coming Soon </p>
license Licensing <p> This program is free software. You can redistribute it and/or modify it under the terms of Version 2 of the GNU General Public License as published by the Free Software Foundation. </p> <p> This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the <a href="http://www.gnu.org/copyleft/gpl.html">GNU General Public License</a> for more details. </p>
logout.main Logout <p> The <b>Login/Logout</b> page allows you to log in to the Interchange Administration Site. If more then one user has been specified on your system, this page can be used to log on as a different user. Enter your user name and password to access the Administration Site. If you are unsure of your user name or password, contact your Site Administrator.
matrix.main Matrix Editor <p> <b>What is a Matrix?</b><br> A matrix is a table of all the possible combinations of options available for an item. For example, a golf club can have options for mens and ladies, right and left handed, several shaft types and flexes, different lofts, or head angles. But not all lofts are available in left handed, and some aren't available in ladies, and graphite shafts cost extra and all have different SKUs. The matrix contains all the variables. A simple matrix might be a size matrix, which has small, medium, large, and extra large. You would then be able to apply a unique sku or price or inventory information to each variation of each item. </p> <p> A matrix can be specified for a particular item in the <a href="item.editor.html">Item Editor</a>, but each matrix must first be created in the Matrix Editor. </p> <p> <b>Create New Matrix</b><br> Here, give your new matrix a descriptive name, such as "drivers and fairway woods" or "build-to-order bikes." </p> <p> <b>Edit Matrix</b><br> This feature allows you to edit the name. To edit the matrix's dimensions, use the "Show Dimensions" feature. </p> <p> <b>Show Dimensions</b><br> This feature allows you to create new dimensions and create ranges underneath those dimensions. </p> <p> <b>Create New Dimension</b><br> Like the "Create New Matrix" feature, "Create New Dimension" simply lets you specify a name for the dimension. Each matrix can have an unlimited number of dimensions. </p> <p> <blockquote> Example: The "drivers and fairway woods" matrix will have dimensions for shaft type, flex, right/left handed, and loft. </blockquote> </p> <p> <b>Edit Dimension</b><br> This feature allows you to edit the name. </p> <p> <b>Show Ranges</b><br> This feature will take you to another screen where you can create and edit ranges under that dimension. </p> <p> <b>Create New Range</b><br> This will allow you to give your new range a name. Each dimension can have an unlimited number of ranges. </p> <p> <blockquote> Example: The "flex" dimension of the "drivers and fairway woods" matrix will have range entries for light, firm, and stiff. </blockquote> </p>
menu.edit Menu Editor The menu editor allows you to manage menus based on the ITL [menu ...] tag. These menus are used to control Interchange's UI and for display of product listings (typically for left-hand navigation).<br> <br> <h3>Menu Name</h3> A list of existing menus is displayed in the <span style="font-weight: bold;">Menu name: </span>&nbsp;dropdown. To load one, select it and press <span style="font-weight: bold;">Load</span>. There is a link to manage the files, i.e. delete a menu or download it.<br> <br> <h3>Menu Loader -- Single Table</h3> The menu loader allows you to pre-load a menu from a database table in one of three ways.<br> <br> In Category mode, you have two choices of load methods. In the first, you select a pair of fields; one for the first level, one for the second level. A tree-based menu is built based on those two fields.<br> <br> The combined category method uses a single field to develop the tree. That field must contain a colon-separated list of categories; i.e. <span style="font-weight: bold;">Hand Tools:Hammers</span>. That would be identical in effect to having the <span style="font-weight: bold;">prod_group</span> field equal to <span style="font-weight: bold;">Hand Tools</span> and the <span style="font-weight: bold;">category</span> field equal to <span style="font-weight: bold;">Hammers</span>. The difference is that you can add arbitrary additional categories and the tree will reflect that.<br> <br> <h3><span style="font-weight: bold;">Menu Loader -- Dual Table</span></h3> This menu loading method allows you to integrate an Interchange 4.8.x menu developed with the Layout Editor. It reads the <span style="font-weight: bold;">cat</span> and <span style="font-weight: bold;">area</span> tables by default, and develops a menu based on your current settings in that table. <span style="font-weight: bold;">Note: </span>If you change the settings of those tables with the <span style="font-weight: bold;">Layout Editor</span>, you must reload the menu.<br> <br> <h3>Create from HTML</h3> If you have an existing piece of HTML that has a list of links, try pasting it into the text box displayed when an empty menu is loaded. It will initialize the menu editor.<br> <br> <br>
merch.build_related Build Related <p> You can mine the data from your <TT>orderline</TT> database to suggest products that might be bought in combination with a certain product. </p> <p> All that is necessary is to access this page. The database will be mined and entries made in the <TT>others_bought</TT> field of the <TT>merchandising</TT> database. </p> <p> The database is scanned, and a list of items purchased on the same order with each item is built. This is stored in a data structure and can be accessed <I>in a shopping cart or flypage</I> with the code: </p> <XMP> [if-item-data merchandising others_bought] [perl tables=products] my $hash = [item-data merchandising others_bought]; my @ary = sort { $hash->{$b} <=> $hash->{$a} } keys %$hash; return '' unless @ary; my %in_basket; splice(@ary, 3); for(@{$Carts->{main}}) { $in_basket{$_->{code}} = 1; } @ary = grep ! $in_basket{$_}, @ary; return '' unless @ary; my $out = q{ <BR><TABLE CELLPADDING=0 CELLSPACING=0 WIDTH="100%"> <TR><TD __HEADERBG__> <FONT SIZE="-1" COLOR="__HEADERTEXT__"> Customers who bought this item also bought: </TD> </TR><TR> <TD><FONT SIZE="-1"> }; for(@ary) { my $desc = tag_data( 'products', 'description', $_); $out .= q{<A HREF="[area $_]">$desc</A><BR>} } return $out . '</TD></TR></TABLE>'; [/perl] [/if-item-data] </XMP> <p> This code is used in the <B>Barry</B> and possibly other demos. </p>
merchandising Merchandising <p> The <b>Merchandising</b> page allows you to edit how the product items displayed are promoted. For example, you might notice the trend that customers who buy hammers also buy nails. Because of this, you might decide to use the cross-sell feature on this page to have nails displayed on the same page as hammers. You also might want to offer a discount to customers purchasing a certain quantity of one item. <p> <h2>Features</h2> <b>Limit with search</b><br> Type the paramater by which you want to search the Item list. For example, you can type a portion of a SKU to perform a search for items containing that value. Only the items containing the search parameter will be displayed. <p> <h2>Functions</h2> You can sort the item directory by clicking the heading of the column by which you want to sort. For example, to sort by SKU, click the <b>SKU</b> heading. This displays the orders by SKU in ascending or decending order. To sort in reverse order, click the <b>SKU</b> heading again. Click a value listed in one of the following columns to access specific information about that value:<p> <ul> <li>SKU-click a SKU value in this column to access the <b>Edit Item</b> page for that item. <li>Qty pricing-click the value in this column to access the <b>Edit Item</b> page for that item. <li>Up-sell-click the value in this column to access the <b>Up-sell</b> page for that item. <li>Cross-sell-click the value in this column to access the <b>Cross-sell</b> page for that item. <li>Promotion-click the value in this column to access the <b>Feature</b> page for that item. </ul>
order.main.archived Archived Orders The <b>Archived Orders</b> page displays all archived orders in the system. Orders are usually archived when they have been fulfilled. For an order to be displayed in the <b>Archived Orders</b> section, it must be manually moved from the <a href="order.main.pending.html">Pending Orders</a> section. This page works in real-time, but if you leave this page open or your Web browser has cached the page's contents, it is recommended that you re-load the page periodically to see the most recent orders.<br> <br> The functions are the same as the <a href="order.main.pending.html">Pending Orders</a> section.<br> <p> </p><p>
order.main.pending Pending Orders The <b>Pending Orders</b> page displays all current orders in the system. This page works in real-time, but if you leave this page open or your Web browser has cached the page's contents, it is recommended that you re-load the page periodically to see the most recent orders.<br> <br> When you have large numbers of pending orders, you may want to define the transactions database as being LARGE. Contact the administrator to have them set this parameter for the transactions table.<br> <br> To view archived orders, i.e. those that have been shipped or canceled, click the <a href="order.main.archived.html"><span style="font-weight: bold;">Archived Orders</span></a> tab.<span style="font-weight: bold;"></span><span style="font-weight: bold;"></span><br> <h2>Functions</h2> <p> <b>View order</b><br> Type the order number you want to view. Useful when there is a large list of pending orders and the order you want to view is on a subsequent page.</p> <p> <b>Limit with Search</b><br> Type the parameter by which you want to search. For example, type <b>CA</b> to search for all orders originating in the state of California. Only the orders containing the search parameter will be displayed. </p> <p> <b>Check all ...</b><br>There are links to check the box of all orders of a particular status, so that you can archive them en masse.<br> </p> <p><b>Delete Checked Orders</b><br> Click this button after checking the order(s) you want to delete. A warning is displayed. Click <b>OK</b> to delete. The deleted order(s) are removed from the <b>Orders</b> page, but remain in the system. <i><b>Hint:</b> To delete an individual order, click the <b>X</b> in the red square beside the order number.</i> </p> <p> <b>Archive Checked Orders</b><br> Click this button after checking the order(s) you want to archive. The order(s) are moved to the <a href="order.main.archived.html">Archived Orders</a> section. <i><b>Hint:</b> To archive an individual order, click the black arrow beside the order checkbox.</i> </p><p> </p><h2>Features</h2> You can sort the order list by clicking the heading of the column by which you want to sort. For instance, to sort by total price, click the <b>Total</b> heading. This displays the orders by amount in ascending or descending order. To sort in reverse order, click the <b>Total</b> heading again. <p> You can view the details of a specific order by clicking the <b>Order Number</b>, <b>User</b>, or <b>Status</b> of that order.<br> Click the <b>Order Number</b> to access the <a href="order.view.html">View Order</a> page.<br> Click the <b>User</b> to access the <a href="customer.view.html">View Customer</a> page.<br> Click the <b>Status</b> to access the <a href="item.edit.html">Order Status</a> page. </p><p> <!-- commented out <p> <b>Delete False Order</b><br> Periodically, either through fraud or because an order fell through after it was placed due to product availability problems, an order will need to be deleted and not reported in the order statistics. Select the false order from the list and click on the delete false order button. You will be asked for confirmation to delete this order, because once an order is deleted, it is irretrievable. </p> --></p>
order.view View Order <p> The <b>View Order</b> screen allows you to view detailed information about a particular order. </p><p> </p><h2>Functions</h2> <b>Return</b><br> Returns you to the <b>Pending Orders</b> or <b>Archived Orders</b> list. <p> <b>View Next Order</b><br> Displays the next order. <i><b>Hint:</b> The <b>View Next Order</b> button displays the <b>View Order</b> pages in sequential order by order number. Both Archived and Unarchived orders are displayed.</i> </p><p> <b>Archive Order and View Next</b><br> <i>or</i><br> <b>Un-Archive Order and View Next</b><br> The button displayed depends on if the order you are viewing is an <b>Archived Order</b> or <b>Pending Order</b>. It allows you to reverse the status of an order (from pending to archived, or vice versa). </p><p> <b>Delete Order and View Next</b><br> Deletes the order and displays the next order. </p><p> </p><h2>Features</h2> Depending on how much information is stored on the system about a customer, some of the items on the <b>View Order</b> page are hotlinked to allow you to access other information:<br> <ul> <li>Click the customer's name to access the <a href="customer.view.html">View Customer</a> page. The <b>View Customer</b> page displays detailed information about the customer. </li><li>Click the customer's email address to send that customer an email.</li><li>If you have the CUSTOMER_VIEW_DEALER preference set, you can view the customer's dealer status and click on it to take you to the preference editor.<br> </li> <li>Click <b>Bill To:</b> to access that customer's complete billing information. </li><li>Click <b>Ship To:</b> to access that customer's complete shipping information. </li><li>Click the order's status to access the <a href="item.edit.html">Order Status</a> page. The <b>Order Status</b> page displays detailed information about the order shipment. <p></p></li></ul>
order_entry.main Enter Order <p> This section allows you to manually enter an order for a new or existing customer. <p> <h2>Functions</h2> <p> <b>Enter/Recalculate</b><br> Click this button after entering the SKU, description, and quantity of the item to be ordered. The order information is displayed.<br> <i><b>Hint:</b> To remove this item from the order, click the <b>Remove</b> checkbox beside the item.</i> <i>When entering an item, only the SKU number is necessary. The description field can be left blank. If the quantity field is left blank, the system defaults to one item.</i> <p> <b>Find</b><br> After completing all or a portion of the <b>Shipping Address</b> information, click this button to display a list of possible customers. For instance, entering only <b>CA</b> in the <b>State</b> field before clicking <b>Find</b> will display all customers shipping to California. From the displayed customer list, highlight the desired customer and click <b>Select</b>. The fields in the <b>Shipping Address</b> area are automatically populated with the desired customer's information. <p> <b>Clear</b><br> Click this button to clear all shipping address information. <p> <b>Place Order</b><br> After entering the necessary payment, billing address, and email preference information; click this button to place the order. <p> <h2>Features</h2> <p> Use the <b>Gift Note</b> or <b>Special Instructions</b> field to enter additional information.
orderstats.view Statistics: View <p> Statistics can be viewed in several levels of detail, showing overall totals and breakdowns by various criteria. </p>
page.editor Page editor <p> The <b>Page editor</b> displays a directory of the html pages that make up your site, including the Interchange Administration Site pages, allowing you to quickly access and edit any page of your site. <p> To access a web page, click the name of the web page from the <b>Page editor</b>. The Edit Page page is displayed.
payment.main Payment Options <p> The <b>Payment Options</b> page allows you to specify the payment options that your business accepts. <p> After choosing the payment acceptance status for each of the payment options listed, click <b>Update</b> to commit the changes. Click <b>Back</b> to return to the previous screen, without saving your changes. </p>
prefs.main Preferences <p> This feature allows you to change the colors of the administration interface. Changing the color does not affect system functionality. </p>
pricing Pricing <p> The <b>Pricing</b> page is used to specify special pricing or quantity pricing. The fields displayed on this page is dependent on how the Site Administrator or Super User set up Interchange Administor and how your special or quantity pricing is calculated. For assistance with completing these pages, see your Site Administrator or Super User. <p> <h2>Functions</h2> <b>OK</b><br> After entering the necessary special or quantity pricing parameters, click <b>OK</b> to commit your changes. The <a href="something.html">Edit Item</a> page is displayed. <p> <b>Cancel</b><br> To abandon entered changes without committing them, click <b>Cancel</b>. The <a href="something.html">Edit Item</a> page is displayed. <p> <b>Auto-Export</b><br> Click this checkbox to enable the Auto-Export feature. The Auto-Export feature exports the changes you are committing to the tables described on these pages to the original flat text file. This feature allows you to keep your original files up-to-date and portable. However, while this feature may not hinder the system's performance when exporting a small table, exporting a large table may slow your system. <p> <h2>Features</h2> The <b>meta</b> link, which is only visible to the Site Administrator or Super User, is displayed below each field name. This link allows the Site Administrator or Super User to change the parameters for each field. For more information on <b>meta</b> links, see the <a href="flex.meta.html">Meta Field Information</a> page.
promotion Promotion <p> The <b>Promotion</b> page is used to exercise the Promotion marketing feature. The Cross Sell feature allows you to display an item or items that compliment the item the customer has chosen and give the customer the choice of adding the complimentary item. For example, you may choose to display a paintbrush as a Cross Sell item to a customer that is purchasing paint. <!--reference the page where the graphics are posted or parameters for display are set--> <p> <h2>Functions</h2> <b>OK</b><br> After completing the necessary Cross Sell information, click <b>OK</b> to export the Cross Sell connection.<!--what is the result of this action?--> <p> <b>Cancel</b><br> To abandon the Cross Sell task you started without saving the change. <p> <b>Auto-Export</b><br> Click this checkbox to enable the Auto-Export feature. The Auto-Export feature exports the changes you are committing to the tables described on these pages to the original flat text file. This feature allows you to keep your original files up-to-date and portable. However, while this feature may not hinder the system's performance when exporting a small table, exporting a large table may slow your system. <p> <h2>Features</h2> The <b>meta</b> link, which is only visible to the Site Administrator or Super User, is displayed below each field name. This link allows the Site Administrator or Super User to change the parameters for each field. For more information on <b>meta</b> links, see the <a href="flex.meta.html">Meta Field Information</a> page.
reconfig Reconfigure <p> <b>Apply Changes</b> commits all changes that the Interchange Administration Site doesn't commit automatically. It is good practice to occasionally click <b>Apply Changes</b> when administering the Administration Site to make sure your changes are implemented. </p>
regen.main Regenerate <p> After you have made changes to your Interchange site's data, you must use the <b>Regenerate</b> function to create (or re-create) your site's pages based on the new data. Until you regenerate, your Web site will not be changed as you work with Interchange. </p>
search_builder Search Builder <p> The <b>Search Builder</b> page allows you to generate very complex reports on the database, or to help in the construction of ITL templates. </p> <p> Select a <b>Base Table</b> to be the foundation for the report. Specify the maximum number of rows to be returned at once, and if you want the table to show only unique entries. </p> <p> The <b>Search Filter</b> then allows you to narrow down the list of rows returned by matching columns of the table based on various criteria. Up to three separate conditions can be specified. The returned rows must match all criteria. </p> <p> Finally, select any sorting options you wish the results to be displayed by and decide the list of columns you want returned. </p> <p> Click <b>Run</b> to run the search immediately and display the results. <b>Generate Definition</b> will display an ITL tag which can be placed in a template and which will return the results when executed. </p>
shipping Shipping <p> You can give your customers as many different shipping options as you want. Shipping by weight, quantity, price, and volume are available, as well as automatic lookup in UPS shipping rate databases. </p> <p> You can create new methods, edit existing methods, configure pricing levels for non-UPS based shipping, or delete existing methods from this screen. </p>
shipping.data Shipping: Edit Data Table <p> Once you've created a shipping method, you can fine tune the calculation based on the weight of the order. Use the "+" button to add new ranges and specify which ranges will apply to which calculations. Choose a type of calculation to perform for each weight range, such as a number (flat charge), formula (arbitrary calculation based on the weight), UPS lookup (internal or via their Web site), multiply by (simple rate), or select <b>Message</b> to generate an error message. If you specify a formula, you can include the string "@@TOTAL@@" to represent the total weight of the order. For example, "8 + @@TOTAL@@ + 2.50". </p>
shipping.edit Shipping: Create/Edit <p> <b>Name of this Method</b><br> This is the internal name used for the shipping method, and should be a single word, like "air1." The order you enter the shipping methods is the order in which they will be presented to the customer. We recommend starting with the most common or least expensive method first. Here are some commonly used names for various shipping methods: standard ground shipping, standard flat rate shipping, three day shipping, second day shipping, next day air shipping, International shipping, U.S. Mail shipping, etc. </p> <p> <b>Label for this Method</b><br> The name you specify here will appear in the list of available shipping methods shown to shoppers when they place orders. Take care to make them easy-to-understand. The name you enter should reflect the shipping algorithm you choose. </p> <p> <b>Calculate Based on this Algorithm</b></br> </p> <p> <ul> <li> <A href="shipping.price.html">Standard Shipping by Price:</a> shipping total based on the total price of the order. This can also be used to calculate a flat shipping price ($0 - infinity = $4.95) or a flat rate with big orders shipped free ($0 - 500 = $4.95 and $500 - infinity = free). The shipping charge can either be a flat charge or a percentage. <li> <a href="shipping.weight.html">Standard Shipping by Weight:</a> calculates shipping by total weight. To use this method, you must enter a weight for each item in your inventory. You can use any unit of measure you wish as long as you are consistent: if you enter your item prices in grams then configure shipping with pounds, your customers will not be happy when they are quoted huge shipping rates. <li> <a href="shipping.quantity.html">Standard by Quantity:</a> charges an amount according to how many items are ordered. <li> <a href="shipping.ups.html">UPS Zones-Based:</a> Interchange is pre-configured with UPS zones tables for ground, three day select, second day air, and next day air. </ul> </p> <p> <b>Minimum Shipping Charge</b><br> The amount you enter into this field will be the minimum allowed quote for that particular shipping method. For example, if you want to charge no less than $4.50 for ground shipping, enter "4.5" or "4.50" into this field. Remember, you must set the minimum for each of your shipping methods, if you want each to have a minimum charge. </p> <p> <a name="additional"><b>Additional Shipping Calculation</b><br></a> Here, you can enter any additional calculation you would like to apply to the shipping calculation. This is especially useful for the zones-based shipping calculations. Very few merchants pay the full rates for UPS shipping, and some merchants want to slightly mark up their shipping charges for handling. Other merchants may want to discount them slightly to promote goodwill. This feature would allow you to discount your UPS ground shipping quote by 25% to match your discount, then add $2.50 to cover a packaging and handling charge. Tip: if you're currently not receiving a discount on your shipping rates, call UPS and ask for one. </p> <p> Although the shipping calculation engine that comes with Interchange is flexible and versatile, we realized that it still might not meet the needs of all users. We decided to include a feature that would allow Interchange administrators to modify the shipping charges that were calculated in a simple way. The "additional shipping calculation" field can be used to enter a mathematical expression that will be applied to a calculated shipping charge. Here's how it works. </p> <p> Every shipping method needs to have a shipping algorithm associated with it. The algorithm could be "shipping by total cost," "shipping by quantity," or even a UPS weight based calculation. The administrator will typically have the option to set up several parameters that the algorithm uses. The administrator then names the shipping method whatever he/she wants. All available shipping methods are presented to the customer when he/she shops. Based on the method chosen, a shipping charge is calculated. </p> <p> The shipping algorithm calculates a "base shipping charge." That charge may be modified by using the "additional shipping calculation" field. </p> <p> Let's look at an example. Suppose that I want to implement a UPS based shipping system. I create three shipping methods, and call them "Regular", "Second Day Air," and "Next Day Air." Each method uses a corresponding UPS algorithm that calculates the shipping charge based on the weight of the customer's order, the UPS rate and zone tables. Easy enough, but suppose that I have a special deal with UPS that gives me a 10 percent discount off the standard rate tables, because I ship a large volume of goods. Obviously, I don't want have to manually edit the rate tables. Instead I can use the "additional shipping calculation" field to automatically apply a 10% discount to whatever the UPS rate would have calculated. </p> <p> In the "additional shipping calculation" field, I would enter the following: </p> <p> x = x - (x * .1) </p> <p> The character "x" represents the shipping charge as calculated by the UPS algorithm. Interchange will automatically apply the above formula to the shipping charge, and charge the customer the new total. </p> <p> Here's how it would work for a real customer. Customer A enters the site and orders 50 lbs. of goods to be shipped to Alaska by "Next Day Air." The UPS algorithm determines that the cost would be $400. Interchange thensubstitutes 400 for "x" in your formula: </p> <p> new charge = 400 - (400 * .1) </p> <p> The resultant charge is 400 - 40 dollars, or $360. </p> <p> Of course, we could have also written the formula this way: </p> <p> x = x * .9 </p> <p> which would have had exactly the same effect. If you're a Perl guru, you'll be happy to know that you could also have written: </p> <p> x *= .9 </p> <p> It is important to note that you must specify some sort of equality on the left hand side of the equation. </p> <p> You can enter any valid mathematical expression and you can reuse the "x" variable as many times as you need to. Interchange validates the expression you enter, so if you make a mistake it will inform you, and the additional shipping calculation field will not be updated. </p> <p> All invalid characters are stripped out before Interchange processes your equation. This means that if you type in something like: </p> <p> x = x * y + 300 </p> <p> the "y" will be removed, and Interchange will see: </p><p> x = x * + 300 </p> <p> which is an invalid equation. </p> <p> Valid expressions include (but are not limited to) such things as: <pre> x = x + 5 x = x + 5 + (x * .1) x = x - .75 x += 2 x -= (x * .25) </pre> etc. </p> <p> As you can see, there's more than one way to enter any given expression. </p> <p> Valid characters are x+-/*.()0123456789 </p> <p> If for any reason a shipping algorithm fails, the additional shipping calculation will not be executed. </p>
shipping.main Shipping Options <p> The <b>Shipping Options</b> page allows you to specify and configure the shipping methods and costs for your online store. Before you begin here, you need to decide how you want to charge for shipping. We support all the most common shipping options: </p> <p> <a href="shipping.price.html">By Price:</a> shipping total based on the total price of the order. This can also be used to calculate a flat shipping price ($0 - infinity = $4.95) or a flat rate with big orders shipped free ($0 - 500 = $4.95 and $500 - infinity = free). The shipping charge can either be a flat charge or a percentage. </p> <p> <a href="shipping.weight.html">Standard by Weight: </a> calculates shipping by total weight with no regard to zones. To use this method, you must enter a weight for each item in your inventory. You can use any unit of measure you wish as long as you are consistent. If you enter your item prices in grams, then configure shipping with pounds, your customers will not be happy when they are quoted huge shipping rates. </p> <p> <a href="shipping.quantity.html">Standard by Quantity:</a> this is identical to shipping by price, but the shipping charge will be multiplied by the total number of items ordered. </p> <p> <a href="shipping.ups.html">UPS Zones-Based:</a> Interchange is pre-configured with UPS zones tables for ground, three day select, second day air, and next day air. </p><p> Keep in mind that you can choose a variety of these shipping methods, giving the customer a choice. Many companies use flat shipping for ground orders and use UPS zones shipping for second day and next day orders. </p> <p> <b>Create New Method</b><br> Once you've decided what shipping options you are going to offer your customers, click the "Create New Method" button and configure each option. You will be able to name and configure each option from the "Create New Method" screen. See the next topic, <b>Edit Method</b>, for details. </p> <p> <b><a href="shipping.edit.html">Edit Method</a></b><br> Select one of the currently existing shipping methods from the list and click "edit method" to change its name, enable or disable it, change the calculation method, or set a minimum charge. The "edit method" button takes you to the same screen as "create new method" button, but already filled out. To edit the individual charges for different prices or weights, use the "edit data table" function. </p> <p><b><a href="shipping.data.html">Edit Data Table</a></b><br> The process of creating a new method is usually a two-step process. In the first step, you name the shipping method and devide on a calculation algorithm (by price, by weight/zone, etc). The second stage involves configuring your chosen method. The "edit data table" function allows you to change the particular settings for an already-created method. </p> <p> <b>Delete Method</b><br> Select a method from the list and click on this button to delete it. You will be asked to confirm your choice. If you choose yes, it will be deleted permanently. If you merely want to temporarily disable a particular shipping method and remove it from the list your customers see, edit the method and un-check the box next to "enable this method." That way, if you want to enable it later, you won't have to re-configure it. </p>
shipping.price Shipping by Price <p> Shipping total based on the total price of the order. This can also be used to calculate a flat shipping price ($0 - infinity = $4.95) or a flat rate with big orders shipped free ($0 - 500 = $4.95 and $500 - infinity = free). The shipping charge can either be a flat charge or a percentage. </p> <p> To begin, click on the plus sign once for each range you would like to enter. You can add or subtract more fields at any time, so don't worry. <i><b>Hint</b>: On some browsers, when you click the plus sign more than once, it won't register. In that case, click the "reload" button on your browser to make more fields appear. The first range will automatically start with zero and the last range will automatically end with infinity.</i><p> If you want one flat rate charge, only create one range, from zero to infinity and give it a charge amount. Otherwise, create all the ranges you need and give each range an amount. In case you would like to charge a percentage of the order total as the shipping and handling charge, you have the option of specifying a percentage for any of the ranges. Note: Interchange automatically bases the beginning point of each range on the end of the last. If you end one range at $50.00, the next range will begin at $50.01. </p>
shipping.quantity Shipping by Quantity <p> Charges an amount according to how many items are ordered. This rate is especially suited for stores that sell all items which are similar in weight and size, such as CDs or DVDs. </p> <p> To begin, click on the plus sign once for each range you would like to enter. You can add or subtract more fields at any time, so don't worry. <i><b>Hint</b>: On some browsers, when you click the plus sign more than once, it won't register. In that case, click the "reload" button on your browser to make more fields appear.</i> </p> <p> The first range will automatically start with zero and the last range will automatically end with infinity. Note: Interchange automatically bases the beginning point of each range on the end of the last. If you end one range at five items, the next range will begin at six. </p>
shipping.ups UPS Zones-Based Shipping <p> Interchange is pre-configured with UPS zones tables for Ground, Three Day Select, Second Day Air, Second Day Air AM, Next Day Air Saver, and Next Dday Air. </p> <p> There are no tables to configure if you select these options, but to use zones-based shipping, you need to enter the zip code of your shipping location. Interchange will automatically generate zones charts based on your zip code. </p> <p> [Coming Soon: Information on how to enter your zip code] </p>
shipping.weight Shipping by Weight <p> <b>Standard Shipping by Weight:</b> This calculates shipping by total weight with no regard to zones. Weight-based shipping with zones are marked by the company whose zones the algorithm calculates by, i.e., <a href="shipping.ups.html">UPS</a>. To use this method, you must enter a weight for each item in your inventory. </p> <p> <blockquote> <i>Note: You can use any unit of measure you wish as long as you are consistent: if you enter your item prices in grams then configure shipping with pounds, your customers will not be happy when they are quoted huge shipping rates.</i> </blockquote> </p> <p> To begin, click on the plus sign once for each range you would like to enter. You can add or subtract more fields at any time, so don't worry. <i><b>Hint</b>: on some browsers, when you click the plus sign more than once, it won't register. In that case, click the "reload" button on your browser to make more fields appear. The first range will automatically start with zero and the last range will automatically end with infinity.</i> <p> Create all the ranges you need and give each range a charge amount. In case you would like to charge a percentage of the order total as the shipping and handling charge, you have the option of specifying a percentage for any of the ranges. Note: Interchange automatically bases the beginning point of each range on the end of the last. If you end one range at 5 kg, the next range will begin at 5.00001 kg. </p>
stats.order Order Statistics <p> The <b>Order Statistics</b> feature helps you see at a glance how your store is doing. You can view your stats for any day or range of days. In addition to menus that allow you to pick a particular range of days, we have shortcut buttons that show you the stats for yesterday, the last seven days, and the last 30 days. You can either view stats as an overview or see the individual orders for that time period. By default, it will show you yesterday's stats. </p>
stats.traffic Traffic Statistics <p> The <b>Traffic Statistics</b> feature displays information about the visitors to your site. The interface is similar to that of the Order Statistics. </p>
survey.main Surveys and mailforms The Surveys editor can produce:<br> <br> <ul> <li>Feedback forms</li> <li>Other mailed forms</li> <li>Surveys</li> <li>Polls</li> </ul> There are some example forms provided with the Foundation demo. <br> <br> <h3>Edit an existing survey</h3> Follow the link with the survey's name. You will see a list of questions on the left, broken down into one or more areas. The areas correspond to a screen -- all questions in the group will be presented on one screen to the user.<br> <br> You should run the survey first to familiarize yourself with its flow -- there is a <span style="font-weight: bold;">(run)</span> link at the top of the editor content area.<br> <br> <h3>Create a new survey</h3> To create a new survey, fill in its identifier in the box labeled <span style="font-weight: bold;">New survey name</span>. If you want to start it with the questions/fields from an already-existing survey, pull down the <span style="font-weight: bold;">Clone from</span> box to the name of the survey to duplicate. When you are ready, press the <span style="font-weight: bold;">Create</span> button.<br> <br> <h3>Access Survey Results</h3> <br> In the standard survey log output mode, each time a survey or mailform is filled out the results are saved to a TAB-delimited file. You can download this file and use it in a spreadsheet or other tool for analysis.<br> <br>
survey.overall Survey/Poll/Mailform Creation <p> Questions in the survey are presented on the left, the general survey parameters are in the form on the right.&nbsp;<br> </p> <h3>General tab</h3> <dl> <dt><b>Main Title</b></dt> <dd>The title for the survey, used on intro page.<br> <br> </dd> <dt><b>Display Type</b> </dt> <dd> Selects one of several display types for the question.<br> <br> </dd> <dt><b>Intro Text</b></dt> <dd>Optional message to be displayed only on first page of form.<br> </dd> </dl> <h3>Questions Tab</h3> <dl> <dt><b>Question Fields</b></dt> <dd>This is where the questions for the form are defined. The format is the same as Interchange page layout descriptions for the table editor: <blockquote> <pre>=Title of the page<br><br>field1<br>field2<br><br>=Title of the next page<br><br>field3<br>field4<br></pre> </blockquote> The field names determine which questions will be displayed on the left. <br> </dd> </dl> <h3>Display Page Tab</h3> <dl> <dt><b> Width specification for editor table</b></dt> <dd>Pixels or other valid width definition for the form.<br> <br> </dd> <dt><b> Width specification for label column</b></dt> <dd>Pixels or other valid width definition for the label column, doesn't apply if using the question-above answer-below format.<br> </dd> </dl> <h3>HTML Classes Tab</h3> <dl> <dt><b>ALL</b></dt> <dd>CSS class names for the various parts of the form.<br> </dd> </dl> <h3>Output Tab</h3> <dl> <dt><b>Output Type</b></dt> <dd>Which general type of output you desire. <ul> <li> Standard survey log -- outputs to a file in logs/survey directory, named for the name of the survey/poll. </li> <li> Automatic bounce to page -- uses the forward-to page, the forward-to ext ra parameters, and the parameters collected via the form to create a URL to bounce to . </li> <li> none -- generates a template on the final page with a link to a page usi ng the URL as with Automatic bounce </li> </ul> <br> </dd> <dt><b>Forward-to page or URL</b></dt> <dd>The URL or Interchange page you want to bounce or link to. If it is to be internal to Interchange, just use the normal Interchange page specification (i.e. ord/basket). For an external URL, supply the complete URL with http://. <br> <br> </dd> <dt><b>Forward-to extra parameters</b></dt> <dd>Extra parameters besides those collected in the form. For example, you might want to specify "mv_action=return" to make the collected values stick in the user space.<br> <br> Entered one per line, in key=value format.<br> </dd> </dl> <br>
table.searchreplace Database: Search and Replace This feature allows you to mass-change a field in the database. <P> Select the table to operate on, then the column, from the dropdowns. (This page requires JavaScript enabled.) Enter the string to be searched for, and the string to replace it. Click <b>Search and Replace</b>. <P> The search string is a regular expression. If the string is a partial match for the field, only the matching text will be replaced. You may parenthesize one part of the search expression, in which case only the parenthesized part will be replaced and the rest of the matching text will be kept in place. <P> The replacement string is the literal text that will be inserted instead of the search text. <P> If the regular expression is incorrect, you will be returned to the page and the message "Error: Compiling regex" will be displayed. <P> If the operation is successful, you will be sent to the edit select list for the table you operated on, and a message indicating how many rows (if any) were changed.
tax.main Tax <p>The <b>Tax Manager</b> allows you to set up multiple sales tax rates that might apply to your customers. </p><p>Tax is defined on a country by country basis. Selecting the country from the drop-down list allows you to alter the tax settings for that country. Once you have selected a country, you select the tax type for that country.</p><h2>No tax.</h2><p>No tax will be applied when shipping to this country.</p><h2>Simple State / Province based tax</h2><p>This is where there is one tax rate for those people in your state and one tax rate for those outside the state as is applicable to the US tax system. Of course, your business might have multiple locations or your state might have different tax rates by city, so you have the option of creating an unlimited number of tax rate choices. </p><p>To begin, specify the location to which the tax rate will apply. To create a new entry, click on the red <b>+</b>, then enter the amount of tax to be applied to orders which specify that location during checkout. If you need to delete any of the rates, of if you accidentally created too many fields, click the red <b>X</b> next to that rate.</p><p>If you require shipping or handling to be taxed, you should enable this by setting the Preference setting <b>TAXSHIPPING</b> or <b>TAXHANDLING</b> to the states where this applies.</p><p>Click <b>OK</b> when finished to save the tax information for this country.</p><h2>VAT based on country and category</h2><p>Here you specify the tax rates applicable to certain types of goods shipping to this particular country. This is the system applicable to the UK, for example. There should always be a <b>'default'</b> tax, and then you define the tax rate applicable to particular types of goods, for example food, books, children's clothes which have a different tax rate (eg. 0%). The field tax_category in the products table (hidden by default) is then referenced for each item when calculating the tax.</p><p>You will want to set up this same schema for all countries where the same tax rules apply, for example all EU countries.</p><p>If you require shipping or handling to be taxed, you should set a tax category of <b>mv_shipping</b> or <b>mv_handling</b> in the Tax Data.</p><p>Click <b>OK</b> when finished to save the tax information for this country. </p><p>If your company has many locations or your sales tax needs are very complicated, Interchange can be set up to work with third party tax software or your own custom code in a UserTag.<p>
template.edit Edit Interchange Templates If you use the Interchange Foundation templating style, you will have several templates defined that determine the structure of an individual page.<br> <br> Select the template to edit.<br> <br> <h3>In-process edits</h3> If you have edited a template, but not yet published it, it will be "in process". It will be used for previews of pages, but not for the customer-facing side until you <span style="font-weight: bold;">Publish</span> the template in the editor. Click on the <span style="font-weight: bold;">cancel</span> link to cancel the change.<br> <br> If you want to purge all in-process edits of pages, click <span style="font-weight: bold;">Purge all in process edits</span> and confirm your choice.<br> <br>
upload.main File Transfer <p> The <b> File Transfer</b> page allows you to easily transfer pages, templates, and configuration files to and from a server to your computer. The following is a list of the types of files you can upload and download. <p> <ul> <li><b>Pages</b><br> The <b>Pages</b> link allows you to access the <b>Upload/Download Pages</b> page. This page makes it easy for you to view, download, upload, or edit your Web pages.<!--upload from where? download from where?--> <p> <li><b>Configuration (catalog.cfg)</b><br> The <b>Configuration (catalog.cfg)</b> link allows you to access the <b>Configuration Upload/Download</b> page. This page makes it easy for you to view, download, upload, or edit your configuration file. <!--upload and download from where? what's the configuration file?--> <p> <li><b>Any File</b><br> The <b>Any File</b> link allows you to access the <b>File Upload</b> page. This page makes it easy for you to view, download, upload, or edit any file on your system. <!--from where?--> </ul>
upsell Up-Sell <p> The <b>Up-Sell</b> page is used to exercise the Up-Sell marketing feature. The Up-Sell feature allows you to display an item of better quality and/or price than the one the customer has chosen and give the customer the choice of upgrading to this item. For example, you may choose to display a deluxe toolbox to a customer that is purchasing a standard toolbox. <!--reference the page where the graphics are posted or parameters for display are set--> <p> <h2>Functions</h2> <b>OK</b><br> After choosing the item you want to up-sell to from the <b>Up-sell_to</b> list, click <b>OK</b> to export the Up-Sell connection.<!--what is the result of this action?--> <p> <b>Cancel</b><br> To abandon the Up-Sell task you started without saving the change. <p> <b>Auto-Export</b><br> Click this checkbox to enable the Auto-Export feature. The Auto-Export feature exports the changes you are committing to the tables described on these pages to the original flat text file. This feature allows you to keep your original files up-to-date and portable. However, while this feature may not hinder the system's performance when exporting a small table, exporting a large table may slow your system. <p> <h2>Features</h2> The <b>meta</b> link, which is only visible to the Site Administrator or Super User, is displayed below each field name. This link allows the Site Administrator or Super User to change the parameters for each field. For more information on <b>meta</b> links, see the <a href="flex.meta.html">Meta Field Information</a> page.
wizard.aboutus Wizard : About Us This page allows you to enter text to be displayed on your company's <b>About Us</b> page. The <b>About Us</b> page is typically used to provide background information on your company including location, contact information, and so on. <p> In the <b>Title</b> field, enter the title of your <b>About Us</b> page. The <b>Content</b> field has already been prepopulated with generic information that has been formatted in HTML. If you are unfamiliar with HTML, it is recommended that you leave the HTML coding in place and simply replace the existing text with text relating to your store. If you are familiar with using HTML, you can choose to delete the prepopulated text and construct this page using your own text and HTML coding.
wizard.authorizenet Wizard : Authorize.net Payment Preferences Enter the values you recieved when you registered for payment processing through Authorize.net. If you haven't recieved these values or you haven't signed up for this payment option yet leave these fields blank. Remember that you will not be able to launch your site without a secure payment processing solution. The required fields are displayed in <b>Bold</b>.
wizard.batchupload Upload Products <p><font size=2>This page allows you to enter your products into the Interchange e-commerce platform using the Wizard spreadsheet. The spreadsheet has been created with all the necessary product descriptor fields and is the recommended method for entering products. <p>To use the Wizard spreadsheet, download it to your hard drive. Then, add your products and categories, save it, and upload it again using the <b>Browse...</b> button to locate the file. Five sample field categories are displayed in the spreadsheet for your reference. Once the file has been uploaded your product information is entered into Interchange and populated into the Administration Tool.<p>If you have not yet established your product line, or you would rather use sample product information to test how the products will be displayed, you can use one of the sample sets of data. The sample sets of data are:<p><ul><li>Hardware and Construction Tool Store-contains construction products.<li>Computer Store-contains computer hardware products.<li>Marketing Report Store-contains digital products.</ul><p>To use these sample data sets, click the set you want to use and save it to your hard drive. Then upload it again by using the <b>Browse...</b> button to locate the file. <p><b>Note:</b> It is recommended that you have a few products in the system before you launch to see how they are displayed.
wizard.companyinfo Wizard : Your Company Info Enter your company information in the fields provided. This information will be entered into Interchange and populated into the Administration tool. The required fields are displayed in bold.<p>The following are descriptions of the fields displayed on the page:<p><table border=1 cellspacing=0 cellpadding=2 width=425><tr><td bgcolor="E0DCE0"><b>Field</b></td><td bgcolor="E0DCE0"><b>Definition</b></td></tr><tr><td>Your Company Name</td><td>The legal name of your company, used in correspondence.</td></tr><tr><td>Main Domain Name</td><td>The URL of your company's web site. For example, www.yourdomain.com.</tr><tr><td>Street Address</td><td>The postal address of your company's headquarters.</td></tr><tr><td>City</td><td>The city of your company's headquarters.</td></tr><tr><td>State</td><td>The state of your company's headquarters.</td></tr><tr><td>ZIP/Postal Code</td><td>The ZIP or postal code of your company's headquarters.</td></tr><tr><td>Country</td><td>The country of your company's headquarters. Select from the drop-down list.</td></tr><tr><td>Telephone Number</td><td>The telephone number where a representative of your company can be reached.</td></tr><tr><td>Fax Number</td><td>The number to which a fax can be sent.</td></tr><tr><td>Toll Free Number</td><td>The toll free telephone number where a representative of your company can be reached.</td></tr></table>
wizard.email Wizard : Company E-mail Information Enter the email addresses to be used for information routing in the fields provided. This information will be entered into Interchange and populated in the Administration tool. The required fields are displayed in bold.<p>The following are descriptions of the fields displayed on the page:<p><table border=1 cellspacing=0 cellpadding=2 width=425><tr><td bgcolor="E0DCE0"><b>Field</b></td><td bgcolor="E0DCE0"><b>Definition</b></td></tr><tr><td>Orders sent to</td><td>The email address where customer orders will be sent. This field has been pre-populated for your convenience. If the email address displayed is not correct, type the correct email address in the field.</td></tr><tr><td>Info requests sent to</td><td>The email address where visitors to your site can send inquiries for more information. This field has been pre-populated for your convenience. If the email address displayed is not correct, type the correct email address in the field. The sales organization is typically the recipient of requests for more information.</td></tr><tr><td>Service requests sent to</td><td>The email address where visitors to your site can send customer service inquiries. This field has been pre-populated for your convenience. If the email address displayed is not correct, type the correct email address in the field. The customer service organization is typically the recipient of service requests.</td></tr></table><p>The Wizard <b>Checklist</b> is displayed on the left. From the checklist you can access any of the Wizard screens. Click <b>Save current settings</b> to save your work to this point.
wizard.fedex Wizard : Shipping Configuration for Federal Express This screen allows you to choose the Federal Express shipping options that you want to offer. If you are unsure of what a shipping option means, contact Federal Express for further explaination. The <b>Handling fee</b> allows you to enter a fee for handling the delivery for the customer. Most e-commerce sites charge a handling fee depending on how big or how fragile a product is. This value should be entered in decimal format. For example, if you are charging a handling fee of $3.00, enter 3.00 in the <b>Handling fee</b> field.<p> The Wizard <b>Checklist</b> is displayed on the left. From the checklist you can access any of the Wizard screens. Click <b>Save current settings</b> to save your work to this point.
wizard.index Wizard : Welcome <font size=-1>The Catalog Wizard gets you started with the Interchange e-commerce platform. It will lead you through the process of configuring the fundamentals of your store. When you finish you will have a fully functioning e-commerce site! <br><br>The checklist at the left side of the page shows your progress in the Catalog Wizard. You can complete the sections in any order and you can go back to any section at any time. At any point in the Catalog Wizard process you can choose to stop, save your settings, and continue later.
wizard.indexpage Wizard : Index Page <p><font size=2>This page allows you to create an index page. The index page is the first page of your site, and is ususally the first page that your customers see.<p><font size=2>In the <b>Page Title</b> field, enter the title for your index page. Typically the index page title contains the name of your store. The <b>Content</b> field has been pre-populated with sample information that has been formatted in HTML. If you are unfamiliar with HTML, it is recommended that you leave the HTML coding in place and simply replace the existing text with text relating to your store. If you are familiar with using HTML, you can choose to delete the prepopulated text and construct this page using your own text and HTML coding.
wizard.itransact Wizard : iTransact Payment Preferences Enter the values you recieved when you registered for payment processing through Authorize.net. If you haven't recieved these values or you haven't signed up for this payment option yet leave these fields blank. Remember that you will not be able to launch your site without a secure payment processing solution. The required fields are displayed in <b>Bold</b>.
wizard.launch Wizard : Launch <p><font size=2>Set your preferences for taking your site live. This is the final step before your site is publicly accessible. The required fields are displayed in bold.</p><p>The table below describes the options displayed on the Launch page.<p><table border=1 cellspacing=0 cellpadding=2 width=425><tr><td bgcolor="E0DCE0"><font size=2><b>Field</b></td><td bgcolor="E0DCE0"><font size=2><b>Description</b></td></tr><tr><td><font size=2>Delete sample order data</td><td><font size=2>Choose <b>Yes</b> to purge the database of sample order data. It is strongly recommended that you do this before going live.</td></tr><tr><td><font size=2>Deletesample user data</td><td><font size=2>Choose <b>Yes</b> to purge the database of sample user data. It is strongly recommended that you do this before going live.</td></tr><tr><td><font size=2>Starting order number</td><td><font size=2>Enter the order number that should be used in taking the first customer order. The default is 01000.</td></tr><tr><td><font size=2>Enable Secure (SSL)</td><td><font size=2>Choose <b>Yes</b> to enable your SSL certificate. This is strongly recommended if you are processing payment online.</td></tr><tr><td><font size=2>Launch</td><td><font size=2>Click to launch your site.</td></tr></table>
wizard.payment Wizard : Setting Up Payment Information This section helps you to set up your payment acceptance and processing information and is intended only to get you started. It offers a choice of processing options and payment methods. This information will be entered into Interchange and populated into the Administration tool. The required fields are displayed in bold.<p>The following are descriptions of the fields displayed on the page:<p><table border=1 cellspacing=0 cellpadding=2 width=425><tr><td bgcolor="E0DCE0"><b>Field</b></td><td bgcolor="E0DCE0"><b>Definition</b></td></tr><td>Payment gateway</td><td>The payment gateway that is processing your payments. Choose your payment processor from the drop-down list. If you don't have a payment processor, you can choose one now, or choose no credit cards. Your choices are:<br><ul><li><b>no credit cards</b>-select if you are not processing payment information, or if you are processing payments manually (over the phone or using a Magnetic Stripe Reader). You can also select this if you are unsure of how you will process your payments.</li><li>PGP sent credit cards-select if you are using Pretty Good Protection (PGP) to process your payments. For more information on PGP, see <a href="http://www.pgpi.org">www.pgpi.org</a>.</li></ul></td></tr></table>
wizard.pgp Wizard : PGP Payment Preferences Enter the values you recieved when you registered for payment processing through Pretty Good Protection (PGP). If you haven't recieved these values or you haven't signed up for this payment option yet leave these fields blank. Remember that you will not be able to launch your site without a secure payment processing solution. The required fields are displayed in <b>Bold</b>.
wizard.preview Wizard : Preview <p><font size=2>The preview page allows you to view and test your newly created site before launch. After you preview your site you can go back to any point in the Wizard and make changes to your settings. You can preview and make changes as many times as necessary. <p>The following table describes the options displayed on this page.<p><table border=1 cellspacing=0 cellpadding=2 width=425><tr><td bgcolor="E0DCE0"><font size=2><b>Field</b></td><td bgcolor="E0DCE0"><font size=2><b>Description</b></td></tr><tr><td><font size=2>Insert products data</td><td><font size=2>Enters into Interchange the product spreadsheet you uploaded. Choose <b>Yes</b> if you already uploaded sample product information or your own product information and want to enter it into Interchange. <br>Choose <b>No</b> if you entered products using the Manual Product Entry page.</td></tr><tr><td><font size=2>Insert sample order data</td><td><font size=2>Choose <b>Yes</b> to insert sample order and user data. This will help you to see how the Administration Tool works by providing sample orders and customers for view. You can purge this information before launch.</td></tr><tr><td><font size=2>Enable Secure (SSL)</td><td><font size=2>Choose <b>Yes</b> to enable your SSL certificate. This is not necessary to preview your site, but is strongly recommended for launch if you are processing payments online.</td></tr><tr><td><font size=2>Finish</td><td><font size=2>Click to preview your site.</td></tr></table>
wizard.security Wizard : Security Preferences This section allows you to enter the security preferences for your site. It is important that you keep all user names and passwords in a safe place to ensure the safety of your site and sensitive customer information. The following table describes the fields displayed on this page.<table><tr><td>Administrator user name</td><td>Enter the user name for the administrator of your site. The administrator has access to all aspects of the website including customer, product, administration, and merchandising information. The administrator sets and oversees all <b>shop user</b> access preferences.</td></tr><tr><td>Administrator password</td><td>Enter the password for the administrator of your site. This password should be kept in a safe place.</td></tr><tr><td>Shop user name</td><td>Enter the user name for the shop associate for your site. The shop associate has limited access to sections of the Administration Tool as established by the administrator. You can use the Administration Tool to set up more than one shop associate.</td></tr><tr><td>Shop user password</td><td>Enter the password for the shop associate for your site. This password should be kept in a safe place.</td></tr><tr><td>Enable Web Security</td><td>Click this if you have your Secure Socket Layer (SSL) web server enabled. This is needed to establish a secure internet connection for processing payment information. This is required for launching your site.</td></tr></table><p>The Wizard <b>Checklist</b> is displayed on the left. From the checklist you can access any of the Wizard screens. Click <b>Save current settings</b> to save your work to this point.</td></tr></table>
wizard.ship_flat Wizard : Flat-rate Shipping Configuration This screen allows you to choose the flat-rate shipping options that you want to offer.<p> Flat-rate per item shipping charges a fixed amount per item ordered. If the customer doubles the number ordered, even if it is the same SKU, the shipping cost will be doubled. <P> Flat-rate per order shipping charges one fixed fee for shipping for the entire order, no matter how many units are ordered. <p> You can select one type for domestic shipments and one for international shipments, but you cannot use both methods for domestic or international.
wizard.shipping Wizard : Set Up Shipping Information This section helps you to set up your shipping information and is intended only to get you started with shipping calculation. It offers choice of three shipping methods and does not allow for multiple delivery options. This information will be entered into Interchange and populated into the Administration tool. The Administration tool allows you to enter more complex shipping options. The required fields are displayed in bold.<p>The following are descriptions of the fields displayed on the page:<p><table border=1 cellspacing=0 cellpadding=2 width=425><tr><td bgcolor="E0DCE0"><b>Field</b></td><td bgcolor="E0DCE0"><b>Definition</b></td></tr><tr><td>Shipping Method</td><td>The method by which you will ship your products. Choose from the drop-down menu. Your choices are:<br><ul><li>Federal Express (FedEx)</li><li>United Postal Service (UPS)</li><li>United States Postal Service (USPS)</li></ul></td></tr><tr><td>Warehouse ZIP code</td><td>The ZIP code of the location from which you will be shipping. This, combined with with the <b>Shipping Method</b>, are compared against an internal table to determine the correct shipping cost.</td></tr></table>
wizard.skipjack Wizard : Skipjack Payment Preferences Enter the values you recieved when you registered for payment processing through Authorize.net. If you haven't recieved these values or you haven't signed up for this payment option yet leave these fields blank. Remember that you will not be able to launch your site without a secure payment processing solution. The required fields are displayed in <b>Bold</b>.
wizard.tax Wizard : Set Up Tax Information This section helps you to set up your tax information. This information will be entered into Interchange and populated into the Administration tool. This screen is intended only to get you started with tax calculation. It offers a simple calculation method and does not account for multiple delivery locations. The Administration tool allows you to upload tax calculation tables or enter specific tax application rules. The required fields are displayed in bold.<p>The following are descriptions of the fields displayed on the page:<p><table border=1 cellspacing=0 cellpadding=2 width=425><tr><td bgcolor="E0DCE0"><font size=2><b>Field</b></td><td bgcolor="E0DCE0"><font size=2><b>Definition</b></td></tr><tr><td><font size=2>Tax location</td><td><font size=2>The State in which you will be selling your products. If you will be selling in more than one state, enter the primary state. You can make adjustments using the administration tool later.</td></tr><tr><td><font size=2>Tax rate</td><td><font size=2>The percentage that should be used when calculating tax. This is typically the default sales tax for the state you are selling in. If you are unsure of what percentage to use, contact your local Better Business Bureau.</td></tr><tr><td><font size=2>Tax shipping?</td><td><font size=2>If the tax percentage should be applied to the total cost, including shipping. Click the appropriate response from the drop-down menu. Clicking <b>Yes</b> applies the tax after the shipping cost has been added to the order.</td></tr></table>
wizard.ups Wizard : Shipping Configuration for UPS This screen allows you to choose the UPS shipping options that you want to offer. If you are unsure of what a shipping option means, contact UPS for further explaination. The <b>Handling fee</b> allows you to enter a fee for handling the delivery for the customer. Most e-commerce sites charge a handling fee depending on how big or how fragile a product is. This value should be entered in decimal format. For example, if you are charging a handling fee of $3.00, enter 3.00 in the <b>Handling fee</b> field.<p>The Wizard <b>Checklist</b> is displayed on the left. From the checklist you can access any of the Wizard screens. Click <b>Save current settings</b> to save your work to this point.
xfer.main Transfer a catalog This function creates a compressed tar file and a suitable restore script for transferring a catalog from one server or location to another. <p> It will only work properly with a "foundation" style setup with appropriate variables set properly. These include: <ul> <li> SERVER_NAME <li> SECURE_SERVER <li> CGI_URL <li> IMAGE_DIR <li> SQLDSN <li> SQLUSER <li> SQLPASS <li> DOCROOT <li> ORDERS_TO <li> SAMPLEHTML <li> SAMPLEURL </ul> Also, this is designed for Linux systems or other systems with the GNU utility set. It relies on GNU <tt>tar</tt> and <tt>gzip</tt>. This only works for the default database, Mysql, and Postgres. If you are using a SQL database on one DSN defined in <b>SQLDSN</b>, it will dump the database using the mysqldump or pg_dump utilities; they must be available in your <b>PATH</b>. <p> If you have more than one DSN, it will do the dumps but not create the restore script for those dumps; that must be done manually. <p> It exports all non-Postgres/MySQL database files to text files and does NOT transfer their associated <tt>.gdbm</tt>, <tt>.db</tt> or <tt>.sql</tt> files. This may suffice to transfer other SQL databases depending on how they were defined in the <tt>dbconf/</tt> directory. <p> It puts the database dumps and exports in the directory "xfer". Finally, it creates a tar file named CATALOGNAME.tar.gz, where CATALOGNAME is equal to IC's name for your catalog. <p> To restore the catalog, create the target directory where the catalog will be, then change directory there and restore the tar file. <blockquote> <PRE> mkdir -p /var/lib/interchange/newcat cd /var/lib/interchange/newcat tar -xzf /tmp/oldcat.tar.gz </PRE> </blockquote> If the directory already exists, move it somewhere else for backup purposes (or delete it entirely if you are sure it is safe to do so). <P> From that directory, inspect the shell script <tt>xfer/restore.sh</tt> and make appropriate changes; this may include authorization or path information for the restoring calls to <tt>mysql</tt> or <tt>psql</tt>. Once you have made any changes, run the shell script: <blockquote> <PRE> cd /var/lib/interchange/newcat xfer/restore.sh </PRE> </blockquote> You will have to set any permissions separately if the resturing user ID does not have them.
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