How-to Documentation

Manage Web Orders

  1. Go to Trans Manager sample
  2. Go to Manage Web Orders. This will take you the Web Order screen. sample
  3. To view orders, fill in the filters on the screen and then press the "Display" button.
    1. Note: If you would like to display all orders, simply click the "Display All" button.
  4. To view orders details, click on the pencil to the left of the Order # you’d like.
  5. You should now see all the order information. sample
    1. Note: You can update the order status on this screen by choosing the options on the Order Status drop down menu that’s near the bottom of the screen sample
 

Reports

  1. Go to Trans Manager sample
  2. Go to View Reports.sample
  3. It will default to the Customer Reports within 30 days. You can update the fields under “Select Report Criteria” for more customized reports.sample
 

Manage Promo Codes

  1. Go to Trans Manager > Manage Discounts / Promotions sample
  2.  Click the "Add New" button sample
  3. 4. At Step 1 - Setting up your Discount or Promotion:
    1. Note: All the fields on this screen are required. sample
    2. Select a discount type from the Select Discount Type drop-down menu. Cart Based Discount - Cart based discounts apply discounts based on the subtotal of the shopping cart at checkout
    3. Enter the Description for your discount/promotion Note: It is best to use a unique description for your discount
    4. Enter the Start Date and End Date to specify the date range a discount will be active Note: Dates can be typed in using the MM/DD/YYYY format or selected from the calendar by clicking on the calendar icon next to the date field.
    5. From the Shop drop-down menu, select the shop that the discount will be applied to
    6. Click on the Add Conditions button to configure the discount code and group After discounts have been configured, click Next to proceed to the next step.
  4. Click the "Add Conditions" button: sample
    1. Note: At least one discount code and group must be configured
    2. Check the checkboxes for the groups that the discount will be applied to
    3. In the Code field, enter the desired discount code that customers will use to apply the discount at checkout
    4. Note: Codes must be unique and cannot be duplicated. Codes are case-sensitive and may contain spaces. Example: FREESHIP is not the same as freeship
    5. In the Max Uses field, enter the maximum number of times a discount can be used by all users while the discount is active Note: 0 = unlimited
    6. Click the Save button to apply the configuration.
  5. When done, click the "Save" button
  6. When back at the step 1 screen, click the "Next" button 
  7. At Step 2 - Define Discount Amount: The "Define Discount Amount" screen allows you to define the discount amount as well as how that discount will be applied. sample
    1. Under Discount Amount, enter the amount of the discount.
    2. Under Where will this discount be applied, indicate if the discount should apply to the Cart Subtotal or Shipping Fees.
    3. Under Qualifying Amount, enter the Minimum and Maximum dollar amounts of the cart subtotal eligible for the discount. Note: Cart subtotals that fall outside the Qualifying Amount will be ineligible for the discount.
  8. When done, click the "Next" button.
  9. If you selected cart subtotal as the discount please continue to step 11.
  10. If you selected shipping fees: This step allows you to select which shipping methods and rates will be eligible for the discount. To select a shipping rate: sample
    1. Click on the plus symbol [+] to expand locations in the Geographic Locations tree.
    2. Click on the location name to view the shipping methods and rates already configured for that region.
    3. From the Select Group drop-down menu, select the desired group.
    4. Select the checkboxes for the shipping methods and rates that will be eligible for the discount.
    5. If more than one group is available, repeat the 3rd and 4th step for each group you would like to configure. Click the Finish button to complete your discount configuration.
  11. On the "Select Cart values for Discount Action" screen, click the "Finish" button 
 

Manage Credit Card Types

  1. Go to Trans Manager sample
  2. Mouseover Management in the top left corner and select Manage Credit Card Types sample
  3. On the Credit Card Types screen, click the ADD NEW button sample
  4. In the Update Row popup
    1. Enter Card Type, i.e. Visa in the Name field
    2. Enter Card Type, i.e. Visa in the BriefDescription field
    3. Enter Card Type, i.e. Visa in the Description field
    4. Click the SAVE button
  5. Repeat steps 3 and 4 to add a new card type if needed.
 

Edit Order Confirmation Email

  1. Go To Trans Manager. sample
  2. Go to “Configure Order Confirmation Email". sample
  3. Click the pencil icon next to the Shop Name sample
  4. You can configure different confirmation emails for the public groups that are setup on the site. Choose which group you would like to configure the order confirmation email for and then click the pencil icon next to that group name.
  5. The following information will need to be filled in (Note: the details of the order are automatically filled in when the email is sent out): sample
    1. Subject: this is the subject line of the email.
    2. From Address: this is the email address that the email received by the user will be sent from.
    3. Header: this is the information that will appear above the details of the order.
    4. Footer: this is the information that will appear below the details of the order.
  6. Click the “Submit” button to save your changes.
  7. Repeat these steps for each group you would like to configure the order confirmation email for.
 

Edit Order Shipped Email

  1. Go To Trans Manager. sample
  2. Go to “Configure Order Shipped Email". sample
  3. Click the pencil icon next to the Shop Name sample
  4. You can configure different confirmation emails for the public groups that are setup on the site. Choose which group you would like to configure the order confirmation email for and then click the pencil icon next to that group name.
  5. The following information will need to be filled in (Note: the details of the order are automatically filled in when the email is sent out): sample
    1. Subject: this is the subject line of the email.
    2. From Address: this is the email address that the email received by the user will be sent from.
    3. Header: this is the information that will appear above the details of the order.
    4. Footer: this is the information that will appear below the details of the order.
  6. Click the “Submit” button to save your changes.
  7. Repeat these steps for each group you would like to configure the order shipped email for.
 

Resend Order Confirmation Email

  1. Go to Trans Manager sample
  2. Click Manage Web Orders sample
  3. Search for the desired order 
  4. Click the pencil icon to edit the order sample
  5. On the Manage Web Order screen, scroll to the bottom and click on the Resend Order Confirmation button sample
  6. When the window loads:
    1. To send to the customer, just click the SEND EMAIL button
    2. To send to YOURSELF, change the TO address to the desired address then click the SEND EMAIL button
  7. Repeat these steps for any other order