The controls and capabilities of a site will vary based on the type of site you choose to create: a B2B storefront, a B2C storefront, or an Informational website,
◦ B2B Storefront. A B2B (customer) site will require the user to login first and is intended for exclusive use of a large or regular customer, a print broker, or wholesale trade customers. This site is marked with an icon of a business person.
◦ B2C Storefront. In contrast, a B2C (retail) site is intended for use by the general public and a login is only needed during the checkout/payment process. This site is marked with an icon of a retail storefront with a window awning.
◦ Informational Website. An Informational website is one that does not have a shopping cart system (no e-commerce) at all. This site is marked with an icon of an "i" for information.
The illustration below shows the controls for each type of site. The Informational Site contains the basic website, webpage, user, and email controls available for all three types of sites. Both B2C and B2B sites contain extra controls related to selling products and services. B2B sites contain extra controls related to a customer's locations, purchase orders, and supervisory order approvals.
B2B Site Controls B2C Site Controls Informational Site Controls
✲ Sites > Settings
Settings > General Info tab
✲ General Info > Branding
◦ Home Page URL. Leave as Default for now. Later, this control can be used to select the page you want used for Home from an alternative list of Catalog pages, Product pages, or Pages that you created. For an Informational Site home page, create a Page, and make that your starting page (see Sites > Pages).
◦ Logo. For the Logo, consider using one with a transparent background, saved as a PNG file. Alternatively, use a background color that looks good with the Skin you are choosing when creating the Logo. When creating your logo, make the longest side 800px. So a horizontal logo for example would be 800px long.
Each of the skins has a different size logo area, but the system will proportionately resize your logo so no distortion will occur. The reason we suggest the images get uploaded at 800 pixels on the longest side is so no matter where it is used (home page, email, etc.), or which skin you may change to later on, you will not have to redo the logo. The key is that the logo will be resized proportionately for the space where it is used.
General Info > Branding
◦ Culture. Site culture setting dictates currency, weight units, and language of email notifications to be sent.
1. Language. Text you enter in the system, such as product name or description, are displayed regardless of the Culture setting, or the user's web browser's language setting.
2. Web Browser Localization. A web browser's language setting will localize text for standard text items (e.g., the "Login" text on a button. This requires a translation already be in the Pressero system. In late 2011 we will add Spanish (Spain), and Portuguese (Brazil) to the current English (US) support.
3. Date and Numbers. The User's web browser will also dictate how dates and numbers are formatted.
◦ Favicon. A favicon is a small image that can display next to your website address in a browsers address area. Upload your favicon file. This must be a 16 x 16 px .ico file.
General Info > Site Basics
◦ Allow Self-Signup. If you check Allow Self-Signup, and you want these Users to see content (Categories, Products) after they create an account and sign-in, make sure these User's belong to a Site Group (such as Everyone). See Sites > Users > Site Group Membership.
◦ Universal Login Page. If allowed on a site, then the log in page for that site will permit users of any of your sites to log in from there.
This is implemented in two ways:
◦ If you check the appropriate box on your site settings, your regular /login page becomes universal.
The "lost password" and "create account" links disappear.
◦ If you add ###UNIVERSAL_LOGIN### to the html content of any ContentPage, then that page will include a universal login form. This lets you have more control over the appearance.
In either case, when a user attempts to log in on a universal login form, it will check the account against all sites owned by the same subscriber; if multiple matches are found with same account and password, it will let the user choose from a drop down. Once a site is chosen (or if only one site matched), the username and password are stored in Application memory and the browser is then redirected to that site and login happens normally and automatically on that site.
General Info > Checkout
◦ Capture Requested Ship Date. A "date picker" option to provide a calendar the customer can use to select a desired shipping date, based on settings you have created for a product when it is In Stock or Out of Stock. See Products > General > In Stock ship days, Out of Stock ship days.
1. Unchecked. If unchecked, the customer will not be able to select a shipping date, and your Orders area will use a Product's "In Stock Ship Days" and "Out of Stock Ship Days" values to determine and display a default "Requested Ship Date" for the order.
2. Checked. If this option is check marked, we use the product's "In Stock Ship Days" and "Out of Stock Ship Days" to determine the earliest possible date that can be selected, though the customer could select a later date. If the item is not under inventory control (i.e., it is produced as needed), the out-of-stock value is used (i.e., the product must be produced). If the item is under inventory control, and if there is enough inventory, the "In Stock Ship Days" value is used. If the items is under inventory control, but you don't have enough, then the out of stock value is used instead.
◦ Primary Location. Uses an address in the Locations & Departments control as the primary Bill To location for all orders. If the site has one location, this will be used for all orders. If the site's Address Book Mode is set to Address or Both, the user's Bill to location will be their Primary Address as set in their Address Book.
◦ Capture Billing Address. If this box is checked, the user will see a list of Bill To locations to choose from.
• If the site's Address Book Mode is set to Location, the user's Bill To location will be the one set in Sites > Settings > General: Checkout > Primary Location.
• If the site's Address Book Mode is set to Address or Both, the user's default Bill To location will be their Primary Address as set in their Address Book.
Settings > Domains tab
Enter the temporary domain name we provided that uses the “name.v4.pressero.com” format.
1. Enter your new Domain Name and click "Add New Domain". The new domain will be added to the
"Domains for This Site" area.
2. Select your new domain and click "Set as Primary Domain".Save.
Using Your Domain Name (URL) for the Site
When your Site is ready to go live, the temporary “name.v4.pressero.com” Domain can be replaced with your Domain name. This requires some changes to the way the DNS for your domain name is set up and managed.
You have two options to choose from for managing your DNS, Self Managed, or Managed by Aleyant:
Option A) Self Managed DNS. You (not Aleyant) will manage your DNS. That is, you will continue to host the domain name with the company you have it with now, but will point traffic to Aleyant's servers.
This option is suggested if you want to use someone other than Aleyant for your email hosting and ftp.
For sites using sub-domains, you will be setting a CNAME record with your current domain registrar pointing your subdomain (for example, "www.example.com" (or "abcstore.example.com", etc.) to
"server10.pressero.com". For sites using a root level domain such as "example.com" you will create an A Record pointed to the Aleyant IP address 184.154.81.12.
1. Setup your Pressero store to use the desired domain and/or subdomain as the "Primary" domain.
You can leave the temporary "name.v4.pressero.com" subdomain in place until after the DNS switchover is completed and functioning. See Sites > Domain above.
2. If the store is a retail B2C store, make sure to set all your URL redirects before making the DNS changes (below) at your registrar. See URL Redirects section for details.
3. Set a CNAME record with your current domain registrar pointing your subdomain (for example,
"www.example.com" (or "abcstore.example.com", etc.) to "server10.pressero.com".
4. For a root level domain such as "example.com" you need to create an A Record rather than a CNAME. Point the A Record to the IP address 184.154.81.12. CNAME entries cannot be used on a root domain.
5. Depending on how often ISPs update their records, it can take up to 48 hours (sometimes faster, sometimes slower) for the changes to propagate across the Internet and web traffic redirected to your new site. This is not under your control or ours.
6. After you make these changes, send an email to support letting us know.
◦ Root Domain vs. Subdomain. A root domain would be "example.com" while a subdomain of the root domain would be something like "www" or "info", or "ww2", etc. So "www.example.com" is a subdomain of
"example.com". Likewise, "info.example.com" and "ww2.example.com" are subdomains.
◦ CNAME vs. A Record. When redirecting your web traffic for a subdomain, we recommend using a CNAME entry not an A Record. CNAME's are always best for subdomains, as they will automatically change if the underlying record changes. For example, if we need to change the IP address for
server10.pressero.com, you would not need to make any changes to CNAMES on your end, but A Records would need to be changed on your end.
◦ Example Redirect of a Root Doman and Subdomain. Let's say your registered root domain is
"Example.com" and you have the subdomain "www" (as in "www.example.com"). You also have a Pressero store using "example.v4.pressero.com" as its temporary Domain. Now you want to apply both your subdomain "www.example.com" and your domain "example.com" to your Pressero storefront.
• In this example, you would go to Sites > Settings > Domains and add "example.com" and
"www.example.com" to the Domains list. You will now have three domains in the list:
"example.v4.pressero.com", "example.com", and "www.example.com".
• You would set "www.example.com" as the Primary Domain, and Save.
• You would then login to your account where you registered your domain (NetworkSolutions, GoDaddy, Register.com, etc.). In the DNS area, add a CNAME and enter "www.example.com"
and point it to "server10.pressero.com" (this is the server that houses your storefronts).
• You would next add an A Record for "example.com" pointing it to the IP address 184.154.81.12.
• These changes would redirect traffic to your new Pressero storefront. In this example, whether someone enters www.example.com or simply example.com in their browser, they would see your new storefront.
• Each time you create a storefront, you will need to repeat the steps above.
Option B) Aleyant Managed DNS. You will have Aleyant host and manage your DNS. This option is suggested if you will use Aleyant's email hosting and ftp. For this option, you need to set the primary and secondary DNS servers (via your registrar) to ns1.aleyant.net and ns2.aleyant.net.
1. Send Aleyant a Domain Change Email. Before making any changes, please send an email to [email protected] so we know you will be doing this. It will take us 1-2 business days to make the changes. Include the information below in your email:
a. We choose to have Aleyant manage DNS.
b. Our new root domain name is (e.g., example.com):________
c. The website this is for (in the Pressero Sites area):_________.
d. Email. If you also want Aleyant to set up email, give us a default email address to setup (eg,.
2. Setup the store to use that domain as the "Primary" domain. You can leave the temporary
"name.v4.pressero.com" subdomain in place until after the DNS switchover is completed and functioning.
a. Go to Site > Settings > Domains. Enter your new Domain Name and click "Add New Domain".
The new domain will be added to the "Domains for This Site" area.
b. Select your new domain and click "Set as Primary Domain".
c. Select the old domain and click the "X" to remove the old domain. Save.
3. If this domain will be used with a retail B2C store, make sure to set all your URL redirects before making the changes below.
4. If you are having Aleyant set up email, set the primary and secondary DNS servers (via your registrar) to ns1.aleyant.net and ns2.aleyant.net. Remove all other DNS server references.
5. After you make the changes with your registrar, send another email to support so we can make the final changes on our end. If Aleyant is hosting DNS, but not hosting mail, please include all mail related DNS entries.
6. Depending on how often ISPs update their records, it can take up to 48 hours (sometimes faster, sometimes slower) for the changes to propagate across the Internet and web traffic redirected to your new site. This is not under your control or ours.
7. After Aleyant is hosting your root domain, you can create additional storefronts using a subdomain of the root without needing to repeat the all the steps above. Instead, simply enter the subdomain in the Pressero Domain tab (See step 2 above).
Settings > Tax tab
You can enter tax information by postal code, State or Province, Country, or Flat tax rate. The tax rates entered can also be based on either the shipping address, or the billing address and include the shipping and handling fees included in the order total. The Tax id field is for use by our European customers to capture their various flavors of VAT.
Taxes can be over ridden at the product level. See Sites > Settings > General tab > Checkout Options >
Override Tax.
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Settings > Shipping tabSelect the Shipping Methods. The available Shipping Methods are listed, Check mark the ones you want for this Storefront. Test the shipping methods using the Test area at the bottom.
Tip: Try different weights (0, 1, 100, 1000), as some shipping methods may work for some weights, but not others, depending on the minimum and maximum weights you set for them.
The test Result box will display costs (if successful) or errors. For example, a failed UPS Shipping test might display as "Shipment not possible: HardError: Error occurred on AccessRequest/ AccessLicenseNumber". This means UPS is reporting that one or more of the carrier account fields (UPS Access Key, UPS Account #, UPS User ID, UPS Password) are invalid or blank.
Using a Customer's FedEx Account. To use a customer's FedEx account for their B2B site, we believe that it will only be necessary to replace the Meter # and Account # (see FedEx Shipping Info above) The Developer Key and Password will remain the same (yours). We haven't tested this, however. If you try it, please let us know.
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Settings > Payments tabSelect the Payment options your customer can select, Save. Check Credit Card as an option only if you have setup your PayPal account (Preferences > General Settings > Payments). Otherwise, an error will occur in Checkout when choosing Credit Card if your PayPal account is not setup.
Enable Range Option. You may choose to have a specific payment option only appear when the total for the order falls within a certain range. This can be helpful for customers with free products in their store that want to include a Free Payment option but don't want it to be available unless the order totals $0.
◦ Open Terms. This "Submit Order" option will allow the User to order without payment. When an order is placed, a "New Order" email will be sent to you.
◦ Credit Card. The "Pay by Credit Card" option requires the user to pay with a credit card (via PayPal).
When the order is placed the "New Order" email will NOT be sent until a PayPal payment confirmation is received for it.
◦ Both Open Terms and Credit Card. If both Credit Card and Open Terms are enabled for a site, and the user selects "Submit Order" (open terms), then a "New Order" email will be sent to you, and to your customer. If they click "Pay by Credit Card" instead, the system will not send the email until a Paypal payment confirmation arrives. When both Credit Card and Open Terms payment methods are available for a site, the system distinguishes between:
• Unpaid (Temporarily) - the User selected "Pay by Credit Card," completed payment in PayPal, but PayPal confirmation has not yet been received by Pressero. Upon confirmation, the order will display under Paid and a "New Order" email will be sent.
• Unpaid (& Abandoned) - the User selected "Pay by Credit Card ", but then quit PayPal before payment. The will never be listed under Paid and the "New Order" email will not be sent.
• Unpaid - the User selected "Submit Order" (open terms) to complete their order. The order will not be listed as Paid but the "New Order" email will be sent.
◦ Open Terms Bill To Address. If the Sites > Settings > General: Checkout > Address Book Mode is set to Location, the user's default Bill To location will be the one set in Sites > Settings > General: Checkout >
Primary Location. If the site's Address Book Mode is set to Address or Both, the user's default Bill To location will be their Primary Address as set in their Address Book.
Settings > Instructions tab
You can customize the instructions found throughout the sites. Depending on what type of site you are working on, a different number of pages will be available. Some of the areas you can add instructions to, are the Login In, Proof Acceptance page, Checkout, etc.
Settings > Content tab
• Contact Block: Add a block of information that will be used in a certain place on your home page depending on the skin you choose.
• Footer Content: Enter content to appear in the footer of each page of your site.
Settings > Email Notifications
Different Email Sender per Site. Enter the sender name and email address that will be used as the From:
address for all email notifications sent from this site. If either is left blank, then it will be taken from your global (susbcriber-level) SMTP settings (Preferences > General Settings > Email).
Settings > SEO/HTML tab
◦ Edit Share Script Area. Paste javascript code here for bookmarking, social networks (Facebook, LinkedIn, etc.), live chats, etc. See http://www.addthis.com/ for examples.
◦ Edit HTML Head Content. A "computer geek" option, this can be used to inject the contents into the head area of the site. It can be used to override external css, some special js, etc.
◦ Edit Analytics Script. Paste javascript code here for Google analytics, or similar. This can also be used
◦ Edit Analytics Script. Paste javascript code here for Google analytics, or similar. This can also be used