[interchange-cvs] interchange - heins modified dist/lib/UI/ichelp.txt
interchange-core@icdevgroup.org
interchange-core@icdevgroup.org
Wed Feb 19 12:07:00 2003
User: heins
Date: 2003-02-19 17:01:32 GMT
Modified: dist/lib/UI ichelp.txt
Log:
* Add Jonathan's explanation of Tax Manager.
* Remove multiple references to Akopia.
Revision Changes Path
2.6 +7 -7 interchange/dist/lib/UI/ichelp.txt
rev 2.6, prev_rev 2.5
Index: ichelp.txt
===================================================================
RCS file: /var/cvs/interchange/dist/lib/UI/ichelp.txt,v
retrieving revision 2.5
retrieving revision 2.6
diff -u -r2.5 -r2.6
--- ichelp.txt 14 Jan 2003 02:25:50 -0000 2.5
+++ ichelp.txt 19 Feb 2003 17:01:32 -0000 2.6
@@ -21,14 +21,14 @@
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
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>CVS</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. Please <a href="mailto:info@akopia.com">contact Akopia</a> for more information.
</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>
Akopia's consulting group provides an array of installation, customization, and custom programming services. Contact them at <a href="mailto:consulting@akopia.com">consulting@akopia.com</a>.
</p>
+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
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>Akopia</b><br>
Developer of Interchange, open source e-commerce storefront management system.
Akopia also offers a wide array of e-commerce consulting services. For more
information please see <a href="http://www.akopia.com/">Akopia's Web page</a>.
</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 languag
re 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
e flagship e-commerce platform developed by Akopia. 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.akopia.com/">Akopia
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
to Akopia's software, 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>
+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 t
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
e 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<
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 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>
on 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.
@@ -52,7 +52,7 @@
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>
<p>
<i><b>Hint:</b> If you would like to do real-time payment processing, we can help you set
up processing through CyberCash, Signio, authorize.net and most other services. <a href="mailto:info@akopia.com">Contact Akopia</a> for more information about any of these services.</i>
</p>
+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.
@@ -61,18 +61,18 @@
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. If you require zones support
for Fedex, DHL, or USPS, please <
m">contact Akopia</a>.
</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
sen, 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 ca
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>
If you require zones support for Fedex, DHL, or USPS, please <a href="mailto:info@akopia.com">contact Akopia</a>.
</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
</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.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
ld 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
t 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 yo
nal 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
e 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>
If you require zones support for FedEx, DHL, or USPS, please <a href="mailto:info@akopia.com">contact Akopia</a>.
</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.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. <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
nk 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. The simplest example, which would apply to most merchants,
is one tax rate for those people in your state and one tax rate (0%) for those
outside the state. 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.
</p>
<p>
If you're done, click on the <b>OK</b> button. Otherwise, click the plus sign and
continue until you've created all the rates you need.
</p>
<p>
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 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.
<a href="mailto:info@akopia.com">Contact Akopia</a> for more information.
</p>
+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
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.