The Merchant screen is used by
the store administrator to set up the various merchant-specific parameters, such
as company name, address, phones, processing method, customer notification
policy, etc....
The screen is divided in five sections:
1. Base Information:
| Field Name | Description |
| Company Name |
Merchant business name. |
| Address/City | Merchant address and city |
| State/Province | Merchant
state or province. You must select an item from the list. If the appropriate item is not available, you can add it by clicking: Business->State/Province from the main menu. |
| Postal Code | Merchant ZIP (USA) or postal code. |
| Country | Merchant
country. You must select an item from the list. If the appropriate item is not available, you can add it by clicking: Business->Country from the main menu. |
| Phone/Fax | Merchant phone and fax numbers. |
| E-Mail Address | Your company's main e-mail address (example: contact@mycompany.com). |
| Web Site URL | The URL to the merchant's web site (example: http://www.mycompany.com) |
2. Payment and Shipping:
| Field Name | Description |
| Payment Processor |
Enter the
name of the payment processor (gateway) you will be using for real-time
payment processing or set the system to 'Manual' if payments are processed
by other method than real-time access. |
| AVS Level | Select the
verification level desired from the list. Note that setting the AVS level
to 'Strict' may require additional processing time to validate orders and
might also result in an increased rate of authorization denials. AVS level is applicable only when you select an option other than 'Manual'. Note: Some payment gateways may override this setting to match your account configuration in the gateway system. If in doubt, consult your Payment Processing company for more information. |
| CVV2 | Click this box
to enable CVV2 validation on credit cards. The CVV2 validation method
allows the customer to enter a PIN that is available only to the
cardholder. The PIN is transmitted to the financial institutions but is
never stored in any e-commerce database, therefore enhancing security. Default
setting is 'Disabled'. Note that not all credit card processors or financial institutions support this feature and entering the CVV2 is always optional for the customer. |
| Transaction Mode | Select 'Sale'
if you want the order amount to be debited immediately from the customer's
account upon order or select 'Authorization' if you normally just reserve
the amount and settle the sale later. Recommended setting is 'Sale' unless the nature of your business is such that shipping occurs long after the order is placed. Consult your CPA if in doubt about which option is suitable. This option is not applicable if 'Payment Processor' is set to 'Manual'. |
| Merchant Account and Password | Enter the account number and password (if applicable) corresponding to the selected payment gateway. These fields can be left blank if 'Manual' processing is selected. |
3. Shipping Options:
| Field Name | Description |
| Automatic Shipping Quote | Automatic
Shipping Quote
systems (ASQ systems) compute shipping costs in real time. This frees you from shipping rates maintenance tasks. The shipping costs calculations will always be accurate as they are provided by the carriers themselves in real time. //digital things' ezConnect123 ® component (provided with each store) enables your customers to obtain real-time shipping quotes at the time of purchase. Select one of the supported ASQ systems or click 'None' if you will be using your own shipping methods. You can use your own shipping methods in combination with the ASQ system. The shipping methods you define are always be displayed first in the shipping options list displayed to the customers. Important: Some carriers like UPS require that you have an established account with them in order to use their online quoting systems. By selecting any option other than 'None' you legally acknowledge that you have an account in good standing with the selected carrier. |
| S/H Markup | When using an online quote system, you might want to mark-up the carrier quote in order to cover any applicable internal shipping & handling costs. To this effect, you can set this field to any percentage value between 0 and 99.99. The markup will be added to the quote returned by the carrier. Default value is 0 (pass-thru). |
| Carrier Account and Password | Enter your carrier account and password. This information needs to be supplied only if you selected an 'Online Shipping Quote' system above and will be using real-time shipping quote systems such as UPS Online through //digital things' ezConnect123 ® component, supplied with your web store. |
| COD Surcharge | Enter the
amount of surcharge for COD orders if you plan on accepting COD orders.
Click the 'Percentage' check box if you want the value entered in 'COD
Surcharge' to be a percentage of the sale. Please note that if you are accepting COD payments and are using both shipping methods and real-time shipping quotes, you must set the COD amount to be at least equal to what the carriers would charge as the system will use this amount for shipping calculations. |
| Free Shipping Threshold & Date Range | Enter the
order amount above which shipping charges will be waived. If this amount is set to 0, the feature is disabled. You can also specify a date range for which 'Free Shipping over X amount' applies by entering an 'Apply Date' date and an 'Expiration Date' in the fields provided. This will allow you for example to set-up a 'Free Shipping for the Holdidays' storewide campaign. If the date range is not specified, the feature remains enabled forever (both 'Apply Date' AND 'Expiration Date' fields must be blank in this case). Notes: - The 'Free Shipping' option applies only when the order is shipped to the same country as the merchant's. Note that overseas states or territories linked to a specific country (such as Hawaii or Puerto Rico) will be considered to be in-country. - COD charges (if COD is enabled) will always be applied. |
4. Contact and Communication:
| Field Name | Description |
| Sales Dept. E-Mail Address |
Enter your
sales department's e-mail address (or any user e-mail address you will use
for this purpose). This will be the 'e-mail from' information displayed in
communications to customers. You may provide a list of e-mail
addresses as necessary. |
| On Order | Select the
desired notification options when an order is successfully processed. You
may select to send a confirmation e-mail to: - The customer (recommended) and/or - The sales department - Neither. Select this option only if your credit card gateway handles the e-mail notification. |
| On Shipping/Cancel/RMA | Select the
desired notification options when an order is shipped, canceled or
returned. You may select to send a notification e-mail to: - The customer (recommended) and/or - The sales department - Neither. |
5. Marketing Features:
| Field Name | Description |
| Coupons |
Click the checkbox if you plan on offering internet coupons to your customers. If the box is clicked off, the 'Coupon' field will not appear on the web site. |
| FrequentSurfer ® | Click the
checkbox if you plan on enabling the FrequentSurfer customer rewards
program offering automatic discounts based on customer
sales running total. This item is not available on all versions but can be purchased separately if desired. Consult your Service Provider. |
| Command Button | Action |
| Save | Saves the changes and exit. |
| Cancel | Exits the screen without saving changes. |
Important information about apply/expiration dates: |
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