Store Manager’s Guide to
eFollett.com Website
Notice
Store Manager’s Guide to eFollett.com Website Maintenance
Follett Higher Education Group® (“Follett”) provides this manual as a guide for using the administrative functions of eFollett.com. Follett is providing you eFollett.com “as is”, with no warranty of any kind, either expressed or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. Follett may make improvements or changes in this product or in the programs described in this manual at any time and without notice.
Follett is not responsible for accuracy, accessibility to, or timeliness of eFollett.com features. Changes are made periodically to the information contained in this manual. These changes will be incorporated in new versions of the software.
Copyright © 1999 - 2015, Follett Higher Education Group®. All rights reserved. Unauthorized reproduction or distribution of this manual is unlawful.
Note:
eFollett®, edoption™, ecredit™, Follett Blue Book™, and CourseTracks™ are trademarks or registered trademarks of Follett Higher Education Group.
Table of Contents
Store Manager’s Guide to ... 1
eFollett.com Website Maintenance ... 1
About This Document ... 6
Getting Help ... 6
Reset SODA Passwords ... 6
Technical Issues ... 6
Who to Contact for Merchandise/Inventory Questions ... 6
eFollett Website Questions ... 7
Assisting Customer Issues ... 7
Computer Requirements ... 8
Getting Started ... 9
Log On to Commerce Accelerator ... 9
Log Out of Commerce Accelerator ... 9
Navigate Commerce Accelerator ... 9
Commerce Accelerator Home Page ... 10
Side Navigation ... 11
Maintain Store Information ... 12
View Store Information ... 12
Maintain Store Messages ... 12
Create or Edit a Store Message ... 12
Delete a Store Message ... 14
Maintain Store Hours ... 14
Add a New Set of Store Hours ... 14
Activate or Deactivate Store Hours... 15
Change Store Hours ... 15
Delete Store Hours ... 16
Maintain Store Events ... 16
Table of Contents
Delete a Term ... 20
Select the Sort Order for Terms ... 21
View Booklist Upload Dates ... 21
Maintain Customer Information ... 23
Find a Customer ... 23
Reset a Customer’s Password ... 23
Reports ... 25
Run an Order Summary Report ... 25
Appendix A: Guide to Using (X)HTML Tags ... 26
Important Notes ... 26
List of Tags ... 26
Header Tags ... 27
Bulleted Lists ... 27
Numbered List ... 28
How to make a link ... 28
How to place an image ... 28
How to make an image a link ... 28
Tables ... 29
Special Characters ... 30
HTML Code You Cannot Use in the Announcements Section ... 30
Color Codes ... 31
Appendix B: Field Definition Tables ... 32
Commerce Accelerator Field Definition Tables ... 32
General Page – Store Profile ... 32
Contact Page – Store Profile ... 34
Location Page –Store Profile ... 34
Language Page – Store Profile ... 35
Currency Page – Store Profile ... 35
Institutions Served Page – Store Profile... 35
Store Groups Page – Store Profile ... 35
Table of Contents
About This Document
The manual includes the step-by-step procedures you need to manage your store’s eFollett.com website, including how to maintain:
Store information Term information Customer information
The manual also includes instructions for running reports and an appendix containing the Guide to
Using HTML Tags.
Getting Help
Reset SODA Passwords
Contact PSC/Direct (the online service portal) at
https://pscdirect.follett.com/CherwellPortal/SelfService#0
Technical Issues
For technical problems with eFollett.com, contact the Product Support Center. Product support specialists are available Monday – Friday from 6:00 a.m. to 8:00 p.m. CT.
To contact the PSC by… Do this…
PSC/Direct (the online service portal) Click this link (or type it into the address bar):
https://pscdirect.follett.com/CherwellPortal/SelfService#0
Phone Call 888-327-4242
Email Click this link (or type it into the address bar) to view the guidelines on The Quad for email communication with PSC:
http://quad.fheg.follett.com/Technology/callcenter/autoemail.cfm
Who to Contact for Merchandise/Inventory Questions
For this type of question… Contact…
eFollett Website Questions
For marketing related projects such as banners and featured products, please contact your eFollett Web Specialist:
Cristina Ruiz - [email protected] - (708) 884-1341
Steve Tyrakowski - [email protected] - (708) 884-1406 Kristal Gonzalez - [email protected] - (708) 884-1412 Camesha DeShazer - [email protected] - (708) 884-1417 Michael Gates - [email protected] - (708) 884-1419 Paolo Tolosa – [email protected] – (708) 884-1362 David Dilallo – [email protected] – (708) 884-1405
Assisting Customer Issues
For customer issues with locked accounts, order tracking, or other issues you cannot address, contact Customer Service by Phone (800) 381-5151.
Computer Requirements
You should not have to configure the following requirements when using a Follett store computer. If using a computer outside the store, the following requirements must be set on your computer, or you will be unable to use Commerce Management Center.
Set monitor display to: 1024 x 768 pixels A minimum of 256 colors Install Flash 9.0 or higher
Use one of the following Web browsers: Internet Explorer 10 or below Enable Javascript
Do not use Windows 10
Add *.eFollett.com to the pop-up blocker’s exception list. This keeps your pop-up blocking software active.
-or-
Disable or remove pop-up blocking software. Pop-up blocking software prevents the use of
Getting Started
You will perform eFollett store administrative tasks in Commerce Accelerator where you manage store, customer and order information and operational tasks.
Log On to Commerce Accelerator
1. Open Internet Explorer.
2. In the Address field, type the website address you have been given for Commerce Accelerator.
Note: If a Security Alert window appears, click Yes. The Login page appears.
3. In the User name field, type your assigned login ID.
4. In the Password field, type your password.
5. Click Log On.
The Website Administration home page appears.
Log Out of Commerce Accelerator
Click the Logout link in the top left corner.
Navigate Commerce Accelerator
Getting Started
WebSphere Commerce Accelerator – use to perform operational tasks regarding store administration, customer and order information and order management reports.
Commerce Accelerator Home Page
1. If you select Commerce Accelerator from the Management Center Tools button, the Select
Store Information window opens:
2. Select the store your store and language and click OK. The Commerce Accelerator home page appears.
Getting Started
The home page includes a menu bar, which provides the following options:
Option Definition
Store Provides access to pages for viewing and maintaining the store and term information that appears on the store website
Marketing Provides access to marketing tasks and information
Operations Provides access to order and customer information
Reports Provides access to order management reports
Side Navigation
Within Commerce Accelerator you will see pages that include a side navigation bar to the left of the page. Select one of the options to access to additional pages. The name of the page you select is highlighted.
Side Navigation
Maintain Store Information
View Store Information
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Change Profile.
The General store information page appears. For more information, refer to the field definitions below.
3. Select an option from the menu panel on the left side of the page to view additional store information.
4. When you are finished viewing information, click OK.
Maintain Store Messages
Store messages appear on various pages of the store’s website. The Store Messages page contains three major categories of messages with various subcategories.
Create or Edit a Store Message
For help with formatting store messages, refer to the Guide to Using HTML Tags in Appendix A.
1. Log on to Commerce Accelerator.
Maintain Store Information
The Store Messages page appears.
3. Select the check box next to the entry you want to create/update and click Update. The Store Messages page appears.
4. In the Message field, type a new message or edit the text of an existing message.
5. To review the message, click Preview Message. Click Close Window when you are finished viewing the message.
Maintain Store Information
Delete a Store Message
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Store Messages. The Store Messages page appears.
3. Select the check box next tothe message and click Delete.
4. Click OK to complete the deletion.
Maintain Store Hours
Store hours are posted in the Store Information section of the Help page. You can set up to 10 sets of hours to address various times of the year such as rush, buyback or various academic terms.
Add a New Set of Store Hours
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Hours of Operation. The Hours of Operation page appears.
3. Click New.
Maintain Store Information
4. In the Note field, type any special information related to hours. Example: Closed on Christmas and New Year’s Day.
5. In the Name field, type a description for the set of hours. Example: Regular, Rush, or Buyback.
Note: Once you click OK, you cannot change the name for the set of hours.
6. Type the hours of store operation in the fields for each day of the week.
7. Click OK.
A confirmation message appears.
8. Click OK.
The Hours of Operation list page reappears with the hours you have entered.
9. To activate the store hours, move to the next procedure.
Important: The hours do not appear on the store’s website until you activate them.
Activate or Deactivate Store Hours
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Hours of Operation. The Hours of Operation list page appears.
3. Select the check box next to the set of hours to activate or deactivate.
4. Click Activate show the hours on the store’s website. -or-
Click Deactivate to remove the hours from the store’s website. A confirmation message appears.
5. Click OK.
Change Store Hours
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Hours of Operation. The Hours of Operation list page appears.
3. Select the check box next to the set of hours you want to change.
Maintain Store Information
Delete Store Hours
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Hours of Operation. The Hours of Operation list page appears.
3. Select the check box next to the set of hours you want to delete.
4. Click Delete ► OK.
A confirmation message appears.
5. Click OK.
Maintain Store Events
Store events are posted on the store’s home page and throughout the site.
Important: The information about the event will not appear on the website until the event is activated. The information remains on the website until the event is deactivated.
Add a Store Event
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Calendar of Events. The Calendar of Events list page appears.
3. Click New.
The Add Calendar Event page appears.
Maintain Store Information
6. In the End Date field, type the last date for the event (YYYY/MM/DD format), or click the calendar icon and select the date.
7. In the Message field, type the information that you want to appear on the store’s website.
8. Click OK.
The Calendar of Events list page reappears with the new event listed but not activated.
9. To post the event on the website, select the check box next to the event.
10. Click Activate.
The Status field changes from “Deactive” to “Active”. The information remains on the website until the event is deactivated. To deactivate an event posting, select the check box next to the event and click Deactivate.
Change a Store Event
Start and end dates are the dates an event begins and ends. Changing an event does not change the status. An event must be activated before it will appear on the website. The event continues to appear on the website until it is deactivated or deleted.
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Calendar of Events. The Calendar of Events list page appears.
3. Select the check box next to the event you want to change or delete.
4. Click Change and edit the fields as needed.
5. Click OK.
Maintain Terms
Terms are associated with the campuses and programs established for your institution.
View an Institution
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Manage Institutions. The Campus List page appears.
3. Click View Institution.
The page containing institution information appears.
View a Program
1. Log on to Commerce Accelerator.
3. From the menu bar, select Store ► Manage Institutions. The Campus List page appears.
4. Select the check box next to the campus associated with the program you want to view.
5. Click View Programs.
Maintain Terms
View a Term
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Manage Institutions. The Campus List page appears.
3. Select the check box next to the campus associated with the terms to view.
4. Click View Terms.
The Program List page appears.
Note: If a campus has only one program, clicking View Terms will take you directly to the Term
List page.
5. Select the check box next to the program associated with the terms you want to view.
6. Click View Terms.
The Term List page appears.
Edit a Term
Use this procedure to activate terms you have set up in CourseTracks, select options as needed and complete the Term ID field.
Important Note: If your campus is on Follett Discover View and/or Follett Discover Shop, verify that the term ID in Accelerator matches what the campus is using, otherwise, students will not be able to view their assigned course materials.
1. Log on to Commerce Accelerator.
Maintain Terms
5. Select the check box next to the program you want to work with.
6. Click View Terms.
The Term List page appears.
7. Select the check box next to the term you want to edit and click Edit Term. The Term Maintenance page appears. (Example is an active term)
8. Edit the fields on the page. Refer to the Term Maintenance Page field definitions, p. 36.
9. Click Update This Term. The Term List page reappears.
Delete a Term
Use this procedure to remove inactive terms that you no longer want included on the Term List page. A term must be closed in CourseTracks before you can delete it here.
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Manage Institutions. The Campus List page appears.
3. Select the check box next to the campus you want to work with.
4. Click View Terms.
The Program List page appears.
Note: If a campus has only one term, clicking View Terms will take you directly to the Term
List page. Continue with step 7.
5. Select the check box next to the program you want to work with.
Maintain Terms
8. Click Delete This Term ► OK.
The Term List page reappears. The term you deleted is no longer on the list.
Select the Sort Order for Terms
The sort order option allows you to arrange the order in which you want terms appear to on the website.
1. Log on to Commerce Accelerator.
2. From the menu bar, select Store ► Manage Institutions. The Campus List page appears.
3. Select the check box next to the campus to work with and click View Terms. The Program List page appears.
4. Select the check box next to the program to work with and click View Terms. The Term List page appears.
5. Select the check box next to the term you want to establish a sort order for and click Order Terms.
The Term’s Sort Order page appears.
6. In the Sort Order field for each term, accept the default 9999. -or-
Type the order in which the terms should appear, for example, 1 for Summer, 2008; 2 for Fall, 2008; 3 for Winter, 2009 and 4 for Spring 2009.
7. To apply the sort orders and remain on this page, click Apply. -or-
To apply the sort orders and return to the Term List page, click Apply and Return.
Maintain Terms
Maintain Customer Information
Tasks associated with maintaining customer information include: Find a customer
Reset a customer’s password
Find a Customer
1. Log on to Commerce Accelerator.
2. From the menu, select Operations ► Find Customers. The Find Customers page appears.
3. Type information into one or more of the fields.
4. Use the drop-down selection fields to refine your search and click Find.
The Find Customers – Search Results page appears. The page lists the customers matching the search criteria you entered. Customers are listed by their email addresses.
Reset a Customer’s Password
Maintain Customer Information
5. Select the check box next to the email address for the customer whose password you want reset.
6. Click Reset Password.
A Web Page Dialog box appears with an entry field for the Administrator’s password.
7. Type the password you used to log on to Commerce Accelerator.
8. Click OK.
A temporary password is emailed to the customer. The Web Page Dialog appears indicating that the password has been reset and that a notification email has been sent to the customer.
9. Click OK.
Reports
Access the Order Summary Report through Commerce Accelerator. This report provides a summary of order information such as order totals and average sales per order. The information on the report is only for the store you are signed into.
Run an Order Summary Report
1. Log on to Commerce Accelerator.
2. From the menu bar, select Reports ► Order Management Reports. The Order Summary parameter page appears.
3. Type the start date to include in the report (YYYY/MM/DD format) or click the calendar icon and select a date.
4. Type the end date to include in the report (YYYY/MM/DD) format, or click the calendar icon and select a date.
5. Click OK.
The report request is processed and the report data appears on the page.
6. If you are finished, click OK. -or-
Appendix A: Guide to Using (X)HTML Tags
Q. What are html tags and what do they do?
A. Tags are coding instructions in an HTML document that tell a web browser (like Internet Explorer) how to present a webpage properly. This includes text formatting, like in a word processor like MS Word: bold, paragraph, italic, font, font color, headings, justify left, justify right, etc.
When making updates to the announcements section, these formatting tags are what you will be using the most.
Q. What do HTML tags look like?
A. There are two kinds of HTML tags: start tags and end tags. Both are put inside of angled (greater than/less than) brackets like this. <p>. End tags look very similar to start tags but they are preceded by a forward slash like this </p>. Think of these tags as on/off switches. Start tags turn the formatting on, and end tags turn the formatting off. ALL HTML tags MUST be in lowercase. Every tag must have a closing tag (with a few exceptions note down below)
Important Notes
Test your code BEFORE putting it in Accelerator by saving it notepad (with the file extension .html), then drag that file into your favorite web browser.
For more resources and help with html tags and tutorials, please go to http://www.w3schools.com/ Another great resource is the book HTML, XHTML, and CSS Sixth Edition by Elizabeth Castro.
http://www.elizabethcastro.com/html6ed/
List of Tags
Here’s a list of tags you will use most often in your announcements, and a brief description of them. <strong>Sets text in Bold </strong>
<em>Sets text in italic </em>
<p> Defines the start of a paragraph</p>
<br /> This is a break tag. This tag is used to force a line break. (does not need an closing tag)
Appendix A: Guide to Using (X)HTML Tags
Header Tags
Much like in Microsoft word you can set different header tags. Header tags go from 1 to 6 with 1 being the most important in emphasis, and largest font, with Header 6 being the least important in the smallest font. They look like this
<h2>Heading</h2> <h3>
Heading
</h3> <h4> Heading</h4><h5>Heading</h5>
<h6>Heading</h6>
You cannot use Header 1 in the announcements section. Header 2 is best used to organize and separate blocks of texts/information in your announcements section. eFollett has already set the font, and font size for Header 2. (Georgia font at 16px/pt)
Bulleted Lists
To make a list of items with bullet points next to it you use the unordered list tag. (<ul>) Each line in your list must start and end with the list item tag. (<li>)
Example <ul> <li>Apples</li> <li>Oranges</li> <li>Bananas</li> </ul>
The unordered/bulleted list would look like this: Apples
Oranges Bananas
Appendix A: Guide to Using (X)HTML Tags
Numbered List
To make a list with numbers instead of bullet points, you use the Ordered List tag (<ol>). Formatting is very the similar as the unordered list, using the list item tag (<li>) for each numbered point.
<ol>
<li>Apples</li> <li>Oranges</li> <li>Bananas</li> </ol>
The ordered/numbered list would look like this: 1. Apples
2. Oranges 3. Bananas
How to make a link
Links to other web pages or websites are displayed with an underline word.
The code is <a href=http://www.yahoo.com/> Yahoo is here</a> Which will display as: Yahoo is here
How to place an image
You will be using the Image tag <img> The code is<img
src="http://top-10-list.org/wp-content/uploads/2009/04/barack_obama.jpg" alt="President Barack Obama" />
Please make sure to take note of and use the “alt” tag that BRIEFLY (in one sentence) describes what the image is.
How to make an image a link
<a href="http://www.whitehouse.gov/" target="_blank"><img
src="http://top-10-list.org/wp-content/uploads/2009/04/barack_obama.jpg" alt="President Barack Obama" border="0" /></a>
Appendix A: Guide to Using (X)HTML Tags
Tables
Tables were originally invented and intended for tabular data. Think of Microsoft Excel spreadsheets. Over the years, the table has been abused to design and layout web pages. New World Wide Web standards frown against this.
In the announcement and events section, the best use of a table would be to display store hours. Please refer to the “sample_tags.html” for an example
Tables are probably one of the most difficult things in html to implement because it involves so many tags. Please ask your specialist for help when making tables.
Tables, like a crossword puzzle are made up of table rows (across), table columns (down), and individual table cells.
Here’s an example of a simple data table
<table border="1" width="300px"> <caption>Monthly Savings </caption> <thead> <tr> <th>Month</th> <th>Savings</th> </tr> </thead> <tr> <td>January</td> <td>$100</td> </tr> </table>
Appendix A: Guide to Using (X)HTML Tags
This is how you start the table, give it a border, and tell it how wide it should be. No table width can go beyond 660px in width in the announcements section.
<caption>Monthly Savings </caption>
The table caption is a brief explanation of what table information is being presented. In this
example, this table is about Monthly Savings
<thead></thead>
The table head is a special area at the top of the table that creates header for columns. The
headers are bold by default.
<tr> </tr>
This is for table row, indicating where the row starts and ends in the table
<td></td>
This is the individual table cell that makes up a table row
Special Characters
For special characters like ™ and ® use the following HTML code:
To create this special character… Type this HTML code…
™ ™
® ®
“” (quotation marks) " & (ampersand) &
Example: if you type Jansport® it will show up as Jansport®
HTML Code You Cannot Use in the Announcements Section
Flash Java Script Animated gifs
Youtube or video embeds MP3s or sound
Appendix A: Guide to Using (X)HTML Tags
Color Codes
Below is a partial list of colors and their html codes. Please use your store’s primary color for headlines or call outs. If you don’t know you store’s primary color, please ask your eFollett web specialist.
If you want this color… Type this HTML code…
Black #000000 Blue #0000ff Brown 1 #ff4040 Brown 2 #a52a2a Dark Green #006400 Forest Green #228B22 Gold #ffd700 Green #00ff00 Green 2 #00ff00 Grey #bebebe Maroon #b03060 Navy Blue #00080 Orange #ffa500 Pink #ffc0cb Red #ff0000
Royal Blue #4169E Slate Grey #708090
Appendix B: Field Definition Tables
The following tables are definitions of specific fields on pages within CMC and Commerce Accelerator.
Commerce Accelerator Field Definition Tables
General Page – Store Profile
This page displays the general store information that was entered when the store was created.
Field Name Field Definition
Store number Identifying number for the store.
Store Type Description of type of store, such as Follett-managed, epartner, Drop Shipper, etc.
Store name Name of the store as it should appear on the store’s website.
edoptions Password Password faculty must use to enter edoptions on the store’s website.
Follett CourseTracks Indicates whether or not the store is using CourseTracks as its text management software.
Store description Descriptive information about the store. This information is not posted on the store’s website.
Sort Priority Option established at store site setup that allows certain items to be displayed first instead of in the default order. (Default is alphabetical)
Inventory Option established at store site setup defining whether the store maintains real-time inventory. (Default is No)
BuyBack/Rush Messages
Option established at store setup to enable or disable buyback/rush messages. (Default is No)
Taxware Option established at store site setup indicating whether the store is using Taxware (Yes) or tax tables (No). (Default is Yes for Follett-managed stores, No for independently managed stores)
Pre-Orders Allowed Option established at store site setup indicating whether or not the store accepts pre-orders. (Default is No)
Rental Orders Allowed
Option established at store site setup indicating whether or not the store accepts rentals. (Default is No)
Reserve Orders Allowed
Option established at store site is setup indicating whether or not the store accepts reserve orders. (Default is No)
Appendix B: Field Definition Tables
Field Name Field Definition
Booklist Format Conversion
Text management software the store uses or used for booklist uploads.
Note: Once a store is set up on CourseTracks, this field is no longer used. For Canadian stores and stores that converted from Tom-Tracks, this field displays "Follett Managed Tom Tracks.” For new stores that are set up with CourseTracks initially, this field remains at the default--no chosen text management system.
Directory Name Directory where store-specific images are assigned to this store.
Manager Name Name of the store manager.
Manager Title Store manager’s official position title. SAN Store’s Standard Address Number.
JDA Number Indicates which JDA system the eFollett system should feed into.
Division Label Word or abbreviation the school uses to describe divisions.
Required Label Word or abbreviation the school uses to describe required course materials.
Course Label Word or abbreviation the school uses to describe courses.
Optional Label Word or abbreviation the school uses to describe optional course materials.
Section Label Word or abbreviation the institution uses to describe course sections.
Recommended Label Word or abbreviation the school uses to describe recommended course materials.
Instructor Label Word or abbreviation the school uses to describe this position. For example some schools use “Professor”.
Department Label Word or abbreviation the school uses to describe departments.
Bookstore URL Store’s web address.
Download Orders Indicates whether or not the store is allowed to download orders.
Send Email Update Option established at store site setup indicating whether an email will be automatically sent to a customer whenever the order status changes.
Special Order General Books
Indicates whether or not the store is allowed to accept special orders from customers for General Books.
Special Order Computer Products
Indicates whether or not the store is allowed to accept special orders from customers for Computer Products.
Appendix B: Field Definition Tables
Contact Page – Store Profile
This page displays the contact information entered when the store was created.
Field Name Field Definition
Phone # 1 Store’s primary phone number. Phone # 1 Label Descriptor for phone, e.g., main phone.
Phone # 2 Additional phone number.
Phone # 2 Label Descriptor for additional phone, e.g., text department.
Phone # 3 Additional phone number.
Phone # 3 Label Descriptor for additional phone, e.g., software department.
Phone # 4 Additional phone number.
Phone # 4 Label Descriptor for additional phone, e.g., merchandise department.
Phone # 5 Additional phone number.
Phone # 5 Label Descriptor for additional phone.
Fax number Store’s fax number.
E-mail address Store’s actual email address, e.g., [email protected]. Customer email will be redirected to this address.
E-mail address alias Email address that appears on the website, e.g., [email protected]. The email will be redirected to the email address store’s actual email address.
Location Page –Store Profile
This page displays the address information entered when the store was created.
Field Name Field Definition
Address 1 The store’s street number, street name. Address 2 Additional address information.
Address 3 Additional address information.
City The city associated with the store’s street address. State/Province The state associated with the store’s address.
ZIP/Postal code The zip code or postal code associated with the store’s address. Country/Region The country associated with the store’s address.
Appendix B: Field Definition Tables
Language Page – Store Profile
This page displays the language information entered when the store was created.
Field Name Field Definition
Selected languages Language selected when this store was created appears on this page. If more than one language is selected, the website will appear in the default language, but the customer may select an alternative language.
Available languages Additional languages you can select for the store’s website.
Currency Page – Store Profile
This page displays the currency information entered when the store was created.
Field Name Field Definition
Selected currencies Currencies selected when this store was created appear on this page as the default. If more than one currency is selected, the website will show monetary information in the default currency.
Available currencies Additional currencies you can select for the store’s website.
Institutions Served Page – Store Profile
This page displays the institution information associated with the store.
Field Name Field Definition
State State where the institution is located.
Institution Institution associated with this store.
Campus Campus of the institution served by this store. For example, a large university might have different stores serving geographically distant campuses.
Program Education program, such as Undergraduate or Graduate.
Store Groups Page – Store Profile
The Home Office uses this page to indicate whether or not a store uses certain features like showing ISBNs in the course results area, showing the General Books Best Seller list, how many different
Appendix B: Field Definition Tables
Drop Shippers Page – Store Profile
This page displays the drop shipper information associated with the store.
Field Name Field Definition
Selected Drop Shippers
Book vendors such as WMS (2000), Ingram (2001) or Rittenhouse (2002) who service the general books section of the website.
Available Drop Shippers
Additional drop shippers you can select for the store’s website.
Store Buyback Page – Store Profile
This page indicates what address where customers should mail their buyback orders. River Grove, IL is the default for most stores.
CT Setup Page – Store Profile
For CourseTracks Stores only: This page indicates the CourseTracks store numbers that are feeding to the eFollett website.
Term Maintenance Page
Note: If you do not see fields related to Reserve and/or Rental, it is because they were not turned on when your store’s profile was created. To have these options made available, please contact eFollett support.
Field Name Field Definition
Term Name Name for the Term, for example, Fall #### (where #### is the year)
Term Status Designation of whether or not the term is active. If a term is active, the booklist for the term will be displayed on the store’s website. The options are:
Active, Allow purchasing
Active Pre-Order (only available if Pre-order is marked “Yes” in store profile)
Inactive, Pre-Order (only available if Pre-order is marked “Yes” in store profile)
Inactive
Term ID Unique identifier that can be used for registration integration. Use whatever designation the school uses. A term ID is required before you can activate a term.
Term Open / Closed Identifies whether the term is available for activity.
Appendix B: Field Definition Tables
Field Name Field Definition
Ship Determines whether or not the option to ship orders will appear on the store’s website. Options are Yes or No.
Ship End Date Date when orders will no longer be shipped for this term. The option to ship orders will disappear from the website after the end date.
Rental Determines whether or not the In Store Pick-Up, Pay Later options will appear on the store’s website. The options are Yes or No. (If available to your store.)
Rental End Date Date when rental orders will no longer be accepted for this term. The In Store Pick-Up, Pay Later options will disappear from the website after the end date. (If available to your store.)
In-Store Pickup Message
Message customers see when they select the in-store pick up option. You can accept the default message or type your own message. If you select “No” in the In-Store Pickup field, this field disappears.
Ship Message Message customers see when they select the Ship option. You can accept the default message or type your own message. If you select “No” in the
Ship field, this field disappears.
Reservation Message Message customers see when they select the Reserve option. You can accept the default message or type your own message. If you select “No” in the Reserve field, this field disappears.
Rental Message Message customers see when they select the Rental option. You can accept the default message or type your own message. If you select “No” in the Rental field, this field disappears.
Index
A
Activate store hours, 15 Add
store hours, 14 store messages, 12
B
Booklist
view upload dates, 21
C
Campuses, view list, 18 Change store event, 17 store hours, 15 store messages, 12 term information, 19 Customer find, 23 reset password, 23
D
Deactivate store hours, 15 Delete store hours, 16 store messages, 14 term, 20
E
Edit store event, 17 store hours, 15F
Field definitions Store Profile Contact page, 34Course Tracks Setup page, 36 Currency page, 35
Drop Shippers page, 36 General page, 32 Institutions page, 35 Language page, 35 Location page, 34 Store Groups page, 35 Find customers, 23
G
Getting started, 9H
Help, getting, 6Hours of operation. See Store information, hours HTML tags, 26
I
Institution, view, 18M
Maintain store information, 12 terms, 18O
Index
P
Password, reset for customer, 23 Print Order Summary Report, 25 Product Support, 6
Programs, view list, 18
R
Rental Business Info Group Store Groups Page, 35 Rental Support Group
Store Groups Page, 35
Reports, Order Summary Report, 25 Reset customer password, 23 Return policy. See Store Messages
S
Search for customers, 23
Sort order, select for terms, 21 Store event change, 17 Store hours activate/deactivate, 15 add, 14 change, 15 delete, 16 Store information events, 16 hours, 14 store messages, 12 view profile, 12 Store messages add, 12 delete, 14 edit, 12
Store Profile, field definitions Contact page, 34
Course Tracks Setup page, 36 Currency page, 35
Drop Shippers page, 36 General page, 32 Institutions page, 35 Language page, 35 Location page, 34 Store Groups page, 35
T
Telephone Support, 6 Term
delete, 20 edit, 19
select sort order, 21
V
View
booklist upload dates, 21 campuses, 18
customers, 23 institution, 18 programs, 18