Version 4 Getting Started (Updated every Tuesday evening. Red Text = New Addition/Update)

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Version 4 Getting Started

(Updated every Tuesday evening. Red Text = New Addition/Update)

Before You Begin

This guide highlights the basic steps required to set up a storefront. Controls that are optional but commonly used are reviewed as well,

Google Chrome or FireFox Recommended for Administration

When using the Admin area, we recommend using Chrome or Firefox. These browsers respond faster than Safari or Internet Explorer.

Settings Marked ✲ are Required

Settings below marked with an asterisk (✲) are the minimum required to setup a Site. Your Site will not be viewable online until you have completed these marked settings. The areas listed below are not intended to be a complete list of controls, as many do not require in-depth coverage in this document.

Directions Format

For directions to a specific area of the Pressero Admin, we will use the shorthand “Main Area Name > Control >

tab” to indicate how to get to a specific area.

For example, “Settings > General Settings > Logo” means click the main Settings area in Admin, then click the General Settings area in the Settings submenu, then click the Logo tab in the General Settings control.

Example 2: “Sites > Users: Additional Information > Default P.O. Number” means click Sites, select Users, find the text Additional Information and look for, or select, the Default P.O. Number.

Controls specific to Retail Storefronts will be marked (B2C). Controls specific to Customer Storefronts will be marked (B2B)

Some Features are Package Specific

Features not supported by your package are accessible in the Admin area, but will not be editable, or may be restricted. Depending on your package, the ability to create more than one Retail store may be affected. The Workflows control; Custom Approval Plans; Custom Email Notifications and eDocBuilder interactive designer template system are included with the Professional and Enterprise packages only. To add one or more of these capabilities to the Standard package, contact your sales representative.

Make Many Changes, Save Once

Most controls (such as General Settings) have tabs.

• Click each tab and enter any required or optional information as needed

• There is no need to click Save on every tab. Clicking Save on any tab before leaving the control area will save all the changes made in every tab of the control.

WYSIWYG Editing Areas

There are a number of controls that use a "What You See Is What You Get" area for adding/editing text or images to a page, product descriptions, etc.

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• These areas look a little like a small Microsoft Word application, with buttons to change text characteristics, add tables, images, etc. See example below:

• These areas automatically "translate" what you add in the "Design" view into html. Clicking the HTML option will show you the resulting code in case you prefer working with that instead.

• Microsoft Word. If you are pasting text from Microsoft Word use the Clipboard with gray W button (top row, 7th from right) or the Clipboard with text document button next to it. This will strip excess code from the Word paste, as MS Word has a well-known habit of adding a HUGE amount of extra code to the html side of things. Not only does this excess code make the resulting html hard to read, it bloats the page size (this can negatively affect the time it takes the page to load for your customer), and it can potentially cause problems with the way the page displays. If you wish to copy text from a Word document, we recommend pasting it into a plain text editor, then copying it from there to paste into the Pressero WYSIWYG editing area.

• For more details on this text editor, download the document “Using the Text Editor in the Pressero System” that can be found on the http://training.pressero.com website listed under Documentation.

Your Changes Published Every 2 Minutes to 6 Hours

Changes you make in the Admin area to the skin, product images, pricing, etc. are cached and will display in your storefront/website within 2 minutes up to 6 hours after saving the change. However, if you don't want to wait, simply add /clearcache at the end of the storefront's URL and then use the browser refresh. For example, http://store.v4.pressero.com/ and http://example.com/ would become

http://store.v4.pressero.com/clearcache and http://example.com/clearcache respectively.

The exact time for a change to display depends on several factors, including how often a store's page is used and how much processing time it takes to create. For example, the navigation menus are very database intensive as the system investigates hierarchy and the specific permissions of the user. We aggressively cache to optimize the user experience, but there can still be a many minute (or longer) delay at times.

Also be aware that browsers cache (save) web page style sheet settings too, so if you don't see Skin or color changes reflected in the storefront /website after saving these changes, try clearing your browser's cache (quitting your browser and restarting does the same thing), or use the /clearcache trick above.

Errors, Bugs, and other Vermin

If you experience an error or think there is a bug, please let us know. We'll get it looked into and addressed.

Please include the details (the control area used, the steps to reproduce to error, the name of the skin, the browser used, a screenshot) . These details can be sent to your sales rep, or via the email link in Support.

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Help: Instructions, Tool Tips, Videos, Support

Most Admin control areas will have a brief description/instruction at the top or bottom of the page. Many

individual control fields also have a popup, informational help or details activated by moving your cursor over the [?] link. If something is unclear, let us know. There are Version 4 Videos and guides at

http://Training.Pressero.com and in the Support area at the bottom of Admin. Contact your sales rep with questions, or use the email link in Support.

Storage Limits

The storage space included with Pressero is used for any asset files, order files, site images, FTP, site and store data, custom skin files, etc. If you use our SmarterMail email hosting, then 1 GB of the storage space is set aside for email hosting.

For example, if your Pressero subscription includes 10 GB storage, 1GB of that is allocated to email if you choose to use our email hosting. The remaining 9 GB is used for Pressero. If you don't use our email hosting, the entire 10 GB is used for Pressero. If you need more storage for email, we would simply allocate more of that 10 GB to email, or you can add more GB's to your Pressero subscription.

The current storage limits are: Pressero Standard 10 GB, Pressero Professional 15 GB, Pressero Enterprise 20 GB, Pressero Enterprise+ 20 GB. These limits are subject to change and are used here as examples only.

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Creating A Storefront

Administration Login

Login to the Admin area http://admin.pressero.com with the username and password that you were given when you signed up. We suggest changing the password in the My Profile area once you do (See below).

To create your first storefront, you will be starting at the top of the left-side Admin navigation menu and will work your way down the list of controls.

Admin is Organized in Order of Setup

In general, the main controls are displayed in the left navigation pane in the order you should use them during the initial setup:

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1. My Profile 2. Preferences 3. Sites

Within the Preferences and Sites control areas, the sub-controls are also generally listed in the sequence you should use them during initial setup.

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My Profile

Enter personal and login information about you, the main Administrator of the Pressero system. You will have the opportunity to add additional employees to your administrative area. When they log into the system with their own username and password, they will be able to manage their settings in the My Profile area as well.

◦ Personal Information

◦ First Name – Required Field

◦ Last Name – Required Field

◦ Email – Required Field. The email address listed here, as well as the Username listed below, will be used to log into the administrative area (http://admin.pressero.com). The "@" character is required in Email.

◦ Time Zone – Enter your time zone so time stamps throughout the administrative area are reflected correctly for you.

◦ Login Information

◦ Username – The Username listed here, as well as the email address listed above, will be used to log into the administrative area (http://admin.pressero.com). The "@" character cannot be used in a Username.

◦ New Password – To change your password, enter a new password here.

◦ Confirm New Password – Enter in new password again for confirmation.

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Preferences

The Preferences area contains controls for settings that can or will be used by all the storefronts you create.

✲ Preferences > General Settings

Enter information about your organization. This will be used by default in various places within your storefront/website.

Preferences > General Settings tab

◦ Default Time Zone, This will be used for all Sites you create–though it can be over ridden on a Site-by-Site basis. The Time Zone is used to time stamp orders and emails.

◦ Site for FTP and Proofs. This tells the system which of your Sites will be used when you load proofs (see Tools > Proofing) to be reviewed and approved by your customers. Note that the New Proof email sent to your customers is also sent from this site and is edited there as well.

◦ Site for FTP and Proofs. This is also used as the FTP location for customers using an FTP client such as Fetch, wsFTP, etc, to send you files. Note: if they use their web browser instead for FTP, they can access FTP at any Site you add an FTP link to (See Sites > Navigation > Standard Items).

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General Settings > Email tab

The system will send emails related to various storefront activities, such as new orders, etc.

◦ Email Account Settings. Leave SMTP Server, Port Account Name, and Account Password blank for now.

Email's will be sent from "[email protected]" using the Pressero server. Later, after you have placed several test orders and received email, enter the details for the email server you are using. If after making your change, the email arrives from an address you did not specify, there is a configuration issue with the information you entered.

IMPORTANT: Before going live, setup these fields with your email hosting data. Otherwise you will never see customer replies to messages sent by the storefront.

◦ Sender Display Name: Use this area to configure the Sender's display name. This is what will display in the From field of the email your customer receives. If nothing is set for the Sender's display name, the email's will use the default “From: Pressero” as the associated email. The email content (subject, body text, etc.) is configured under Sites > Email Notifications.

◦ Sender Display Email: Use this area to configure the Sender's display email address. This is what will display in the From field of the email your customer receives. If nothing is set in this area,

[email protected] will be displayed.

An example of a "New Order" email using the Sender Display Name for "From":

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General Settings > Logo tab

The logo you upload here will be used by default (but changeable) for Sites you create. File types allowed are .png, .jpg, .gif, .bmp. File type preferred is .png.

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General Settings > Payment tab (customers prior to June 2012)

This area has been replaced by a Preferences > Payments area for all customers after June 1, 2012. You can update to the new Payments control by clicking the Advanced Payment Support button.

"Switch to Advanced Payment Support" button

You can create a "library" of credit card payment methods that include multiple PayPal accounts, and payments via Authorize.net. To chose this option, click the "Switch to Advanced Payment Support" button. If your stores will all use the same PayPal account for credit card processing, and/or you will offer open terms (invoicing), do not choose this Advanced Payment option. Any existing PayPal settings will not be lost, However, this selection will change the display of the checkout area and cannot be undone. Each payment option you set for a store will be selected via a tab in the checkout page. If there is more than one payment option, there will be more than one tab.

Credit Card processing via PayPal versus Authorize.Net, EBS

As an alternative to PayPal, credit card payments via Authorize.net or EBS (India) are also supported. To use these options, click the "Switch to Advanced Payment Support" button. Any existing PayPal settings will not be lost, but this selection will change the display of the checkout area and cannot be undone.

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✲ Preferences > Locations

Adding a Location

The Location is the address of your facility/office. Click Add New Location to enter information about your⊞ production facility locations.

◦ If you operate at several locations, one can be designated as your primary location using the Change Primary Location menu at the top of the Locations control window.

◦ If you are entering multiple print locations, you will be able to filter Orders based on which Location they are assigned to.

◦ The location you set will be used for calculating shipping costs when using FedEx, UPS, etc. If you enter more than one location, you can assign one to a specific Site (Sites > Settings > General Info > Shopping Cart > Location). Shipping costs will use this as the "ship from" origin.

◦ Without a Location, any Store you create will have problems in the Shipping area of Checkout.

◦ You may view a list of deleted locations by selecting the “Include Deleted” box at the top of the screen.

You can save the location to make it active again.

◦ The information you see in the column view can be exported to Excel, CSV, PDF or Word by selecting the icon to the right of the page.

Editing a Location

Select the pencil icon next to the Location Code to edit a location.

The edit window will display. You can review the Location details and settings. Click Save after making any changes.

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Deleting/Undeleting a Location

Click the Delete button at the bottom of the Location edit window to delete a location.

Check mark the Include Deleted box at the top of the Location control to display all deleted a locations. Click the Edit pencil and then click Save to undelete a Location,

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✲ Preferences > Pricing Engines

1. Pricing Engines: Needed for Products. A Pricing Engine must be available to be used with the Product. To add a Product to your site (later in the setup), you will select an appropriate Pricing Engine.

2. Pricing Engines: Reusable. A Pricing Engine you create can be used with more than one Product and more than one Site.

◦ You can have a different Pricing Engine for different Groups of Users in your Customer Storefront. In Products > Pricing, you can pair a Pricing Engine with a Group of Users. Any number of Group/ Pricing Engine pairs can be set for a given Product. This feature enables you to limit the products a Group member can order, while displaying Group-specific pricing for the products. For example, you can have one price for sales staff and another for management if needed, while members of the production Group don't even see the product.

3. Pricing Engines: Four Types. You can create four types of Pricing Engines: UOM (Unit of Measure), Price Breaks, Calculators, and Spreadsheet. For all, checking the “Show Per Piece Price” box in Products >

Pricing will display the Per Piece price along with the total price.

1. UOM (Unit of Measure). You can set a simple pricing method that is based on ordering a box, a carton, or single item (“each”). Example: A box of 200 items is $20.00, a box of 500 is $35.00, and a box of 1000 is $55.00. The customer selects the unit they want and the system will show the price.

2. Price Break. You can set a simple pricing method that is based only on the quantity ordered. Example:

You set 1-49 items at $2.00/each, 50-99 at $1.50/each, and 100 and up at $1.00/each. The customer enters a quantity they want and the system will calculate the cost.

3. Calculators. You can set a number of criteria used in an Excel calculation to determine the price. For example, the customer makes choices for Quantity, Paper Stock, Number of Sides, Paper Size,

Turnaround Time, etc. and those selections are used to instantly calculate and display a price. With this Pricing Engine you set parameters (Quantity, Paper Stock, etc.) within Pressero, download the

resulting Excel template, making adjustments to the template, and load Pressero with the finished Excel file.

4. Spreadsheet (beta). This option is for Excel experts. Same as Calculators, but you create your own Excel file and load it into Pressero. The Spreadsheet pricing engine enables you to manage your own pricing, especially when it is difficult or impossible to fit it into the Calculator pricing engine schema.

With Spreadsheet, nearly any spreadsheet that you can use in Excel can be used as a pricing engine.

However, macros, special function libraries like the Analysis Toolpak, and design controls -- checkboxes, dropdowns, or other controls that float over the spreadsheet -- are not supported.

Dropdowns that live within a cell are supported. Spreadsheet is available to test for free during the beta period. Afterwards, it will be a purchased upgrade to the Standard and Professional packages, free with Enterprise.

4. Pricing Engines and Integrated Shipping. If you plan to provide an integrated shipping method (FedEx,

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UPS, USPS) as an option for those ordering a Product, make sure the Pricing Engine has weights. An integrated shipping option will never work (and won't display) when there are no weights in the Pricing Engine.

Adding a Pricing Engine

Click Create New Pricing Engine to begin the process. See below for details on each type of Pricing Engine.⊞

Creating a Unit of Measure (UOM) Pricing Engine 1. Click Create New Price Engine.

2. Select UOM engine from the drop down menu.

3. Enter a name for your pricing engine.

4. Click Add New UOM line.

5. Enter your Unit of Measure (Box, Carton, Each, etc.).

6. Enter a Quantity for the UOM, the Stock used (20# Paper, Card Stock, etc.). This is optional.

7. Enter Ink (4 Color, Full Color, etc.). This is optional.

8. Enter the Price of the UOM (do not use currency symbols, these will be automatically added based on the Culture setting for your Site (Settings > General Info: Culture).

9. Enter the weight for the UOM (do not add lbs., kg, etc. as these will be added automatically based on the Site's Culture setting). You must enter a weight if you plan on using integrated shipping options.

10.Click the check mark button to add this UOM line. Repeat to add additional lines. ☑ 11.Click Save when finished.

To edit a line item, select the pencil icon next to each UOM line. Make changes and be sure to select

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the checkmark and save when you are done. If you want to cancel the editing of the line, select the red

cancel icon. To delete a line entry, select the red check mark at the end of the row.

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Creating a Price Break Engine

1. Click Create New Price Engine.

2. Select Price Breaks from the drop down menu.

3. Name your price break engine.

4. Click Add New Price Breaks Entry.

5. Enter the Quantity for the Price Break (1, 100, 1000, etc.).

6. Enter the Weight for each item (do not add lbs., kg, etc., these will be automatically added based on the Culture setting for your Site (Settings > General Info: Culture). You must enter a weight if you plan on using integrated shipping options.

7. Enter the Price per item in this quantity range (do not use currency symbols, these will be added automatically based on the Site's Culture setting).

8. Click the check mark button to add this Price Break line. ☑ 9. Repeat to add additional price breaks.

10. Click Save when finished.

To edit a line item, select the pencil icon next to each price break line. Make changes and be sure to

select the checkmark and save when you are done. If you want to cancel the editing of the line, select

the red cancel icon. To delete a line entry, select the red check mark at the end of the row.

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Creating a Pricing Calculator Pricing Engine

Creating a Pricing Calculator is different than UOM and Price Break Engines. You will complete a form page, save your entries by creating an Excel file, and edit that Excel file with pricing information. Like UOM and Price Breaks, you can use each calculator engine in multiple sites, with multiple products.

It is highly suggested that you watch the training videos on creating pricing calculators since there are many ways to approach this type of engine, and a lot of options available to you to create what you need.

Follow the steps below to set up an example pricing calculator.

1. Click Create New Price Engine.

2. Select Calculator from the drop down menu.

3. Name your pricing calculator “Example Pricing Calculator Engine”.

4. Click Create New Excel File button.

5. In the Quantity Parameters section enter "Choose Quantity" for Name (or any other name for prompting the quantity... Choose number of brochures, etc.). For Options, enter your quantity ranges "100", "200", "300", (without quotes) each on their own line. Do not enter commas and be sure to enter a return after each entry. Only the first Quantity area applies to Grid Parameters. Calculator Parameters allow up to 5 Quantity entries.

6. If you have only a few options (besides quantity) that your customer will choose from, use the Grid Parameters area to enter the option name, and the choices your customers will choose from. If you will be providing many options with many selections, you may want to enter them in the Calculator Parameters instead. Why? With many parameters and many options, the Grid method can create a very large table with cells you will need to fill in. In contrast, the Calculator Parameters can take advantage of a few standard calculation formulas instead.

So a Grid with 5 quantities (100, 200, 300, 400, 500), 3 Parameters (Size, Ink Colors, Sides) each with 2 possible selections will result in (2+2+2)x5=30 price cells that must be filled in. Not too bad. But if the selections increase to 4 each (4+4+4)x5 you will need to fill in 60 price cells. Using the Calculator Parameters instead will likely save some time. Grid and Calculator parameter 's can often be used in combination.

7. In the Calculator Parameters area enter "Product" for Name. For

Options, enter "Product 100", "Product 200", "Product 300", (without quotes) each on their own line.

8. In the Calculator Parameters area enter "Turnaround" for Name. For Options, enter "Normal",

"Expedited", (without quotes) each on their own line.

9. Click Generate Excel File. Click the New Excel File link to download the file.

10.Open the file using the free Mac/Windows www.OpenOffice.org spreadsheet application (or Excel). In

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the Package Weight row, enter the weight (numbers only, no lbs or kg) for each Quantity. If you will be using integrated shipping options you will need to enter in a weight.

11.In the Calculator Parameters area, for Product 100, click the Yes under "Show As Option" and select No (we are hiding this from your customer). Under "Cost Per Billing Unit" enter the price for a Quantity of 100. Enter 100 for both Min Qty and Max Qty.

For Product 200, click the Yes under "Show As Option" and select No (we are hiding this from your customer). Under "Cost Per Billing Unit" enter the price for a Quantity of 200. Enter 200 for both Min Qty and Max Qty.

For Product 300, click the Yes under "Show As Option" and select No (we are hiding this from your customer). Under "Cost Per Billing Unit" enter the price for a Quantity of 300. Enter 300 for both Min Qty and Max Qty.

12.In the Calculator Parameters area, for Turnaround Normal, keep Yes under "Show As Option" (we are allowing your customer to select this). Leave the rest as-is.

For Turnaround Expedited, keep Yes under "Show As Option" (we are allowing your customer to select this). Under "Setup" enter the flat price up charge for Expedited turnaround. Alternatively, enter a number under the % Markup column. Of course there are many other ways pricing can be set. This is just an example.

13.Save the spreadsheet as "Calculator (Sample).xls". In the Pressero Preferences > Pricing Engines >

Calculator (Sample) editing window, select the saved spreadsheet using the Upload Excel File field.

Click Save. Should you need to make changes to the pricing, make them in the spreadsheet and upload the new spreadsheet into Pressero to replace the old.

Tip: If you will be using the the "Per Thousand Weight" column for paper weights in the Calculator Parameters area of a Calculator pricing engine, there are some websites that may be helpful:

• Lbs/Thousand Sheets: http://www.casepaper.com/calc_mweight.htm

• Kgs/Thousand Sheets: http://www.finwood.co.za/calculator.html Creating a Spreadsheet Pricing Engine

The Spreadsheet pricing engine enables you to manage your own pricing, especially when it is difficult or impossible to fit it into the Calculator pricing engine schema. With Spreadsheet, nearly any spreadsheet that you can use in Excel can be used as a pricing engine. However, macros, special function libraries like the Analysis Toolpak, and design controls -- checkboxes, dropdowns, or other controls that float over the spreadsheet -- are not supported. Dropdowns that live within a cell are supported.

Follow the steps below to set up an example pricing calculator.

To get started, you’ll need a spreadsheet that does your calculation. Let’s take this simple spreadsheet:

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This spreadsheet just multiplies together the number of copies, pages per copy, and sides per page, and charges a half cent for each resulting click. Then it multiplies copies times pages to get total pages, divides by 1000 and accounts 1 pound for each 1000.

Let’s consider the Sides parameter. The name “Sides” is found in cell A3. The place where you type the Sides is in cell B3. And the choices that Sides is allowed to be is in the range A26:A27. So the three ranges that define the Sides parameter are A3,B3,A26:A27.

Similarly, the Copies parameter is A1,B1,A9:A12; and the Pages parameter is A2,B2,A15:A23.

All three of these are Quantity parameters, because they take numbers. If you had a parameter for paper stock, that would not take a number, but a string typed in. Pressero calls those Other parameters. But they, too, need three ranges to define them: a name cell, an input cell, and a choices range.

The last piece of the puzzle are the output cells. We have two of them: Cost, in B5, and Weight, in B6. We don’t have to name them because Pressero knows what they mean.

Now we will create the Spreadsheet pricing engine. In Admin, under Preferences > Pricing Engines, click the plus button next to Create Pricing engine. A prompt appears asking the type of engine. Select Spreadsheet.

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Now the new dialog is shown. Fill in the engine name; use the file chooser to locate your XLS or XLSX file on your hard drive; and enter the values mentioned above into the text boxes:

Finally click Save, and your engine is created.

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You can now use the Test tab (see next section) to see how the engine will behave; or you can assign it to products on the products page. If you ever need to alter it, you can download the Excel sheet from the Edit Pricing Engine tab–an "Existing Excel File" link will show under the Download section–then you can edit the sheet, and re-upload it to this engine. Be sure to double-check the parameter definitions when you do; if things got moved around because you inserted or deleted rows or columns, then you should check the entries carefully.

The pricing control will look just like the control for the Calculator engine; but the computations are actually happening using the Excel engine, with your formulas. Here is a screenshot of this engine in action:

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Testing your pricing engine.

1. The Pricing Engine Test area can be used to test without needing a storefront.

2. Choose Pricing Engines from your Preferences area.

3. Find the pricing engine you would like to test from the list of engines. Select the pencil icon.

4. Select the second tab, Test Pricing Engine.

5. Depending on the pricing engine you are testing, different options will be available for you to test. These are the same options that will be available to you when you assign your engine to a product.

6. Select the options that will apply to your product.

7. Select the “Set Options” button.

8. Complete the pricing engine that displays below the options.

9. Compare the results that are shown to the right and make sure the results you expected are show If they are you are ready to assign this engine to a product. If the results are not what you expected, return to the edit screen, make necessary changes and retest.

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Editing a Pricing Engine

Select the pencil icon next to the Price Engine's Name to edit a Price Engine.

The edit window will display. You can review the Price Engine details and settings. Click Save after making any changes.

Deleting/Undeleting a Pricing Engine

Click the Delete button at the bottom of the Price Engine edit window to delete a Price Engine.

Check mark the Include Deleted box at the top of the Price Engine control to display all deleted a Price Engine.

Click the Edit pencil and then click Save to undelete a Price Engine.

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✲ Preferences > Shipping

You must have at least one Shipping Method available for a customer to place an order. Otherwise there will be no “Submit Order” button in the Site.

Shipping > Carrier Accounts tab (FedEx, UPS, USPS)

Select “Carrier Accounts from the Shipping link to set up the carrier account information.

If you will be offering Shipping Methods that use USPS (US Postal Service), FedEx, or UPS, enter your account details, Save. Also, make sure you have entered a location in Preferences > Locations. This will be used as the

“ship from” for calculating shipping costs. Without a Location, any Store you create will have problems in the Shipping area of Checkout. You can override the account information entered here on a site by site basis. If you want to use your customer's account (instead of yours), enter it in their Site > Settings > Shipping area instead.

FedEx. FedEx has changed their rules for integrated shipping. Each print service provider (you) must get their own “dev key” and password. Here are the steps:

Go to http://www.fedex.com/us/developer/index.html

1. Login, and make sure the "I want to go to" drop down has "Web Services for Shipping" selected. If you don't have an account, go to the Sign Up page link, located below the login area

2. Click on Move to Production

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3. Click Obtain Production Key at the bottom of the page

4. Select "No" for resell intent. Click the FedEx Web Services for Shipping option in the second area. In the third area, click Corporate Developer.

5. On the next screen, Accept the license agreement 6. Put your information in the Contact Info area 7. Put your information in the Developer Info area 8. Proceed through confirmation.

Enter the information you receive in the Settings > Shipping > Carrier Accounts area. Enter the Developer Test Key into the FedEx Dev Key field, enter Test Account Number into FedEx Account, and enter Test Meter Number into FedEx Meter. Enter the Test Security Code emailed by FedEx into the FedEx Password field, Save.

UPS

1. For UPS, you need to register for a UPS Online Tools account here:

https://www.ups.com/upsdeveloperkit?loc=en_US

2. Follow the five steps in “How To Get Started” to get an Access key

3. Your user id and password should be contained in the email that UPS sends to you.

4. You'll use the information you receive in Pressero's Settings > Shipping > Carrier Accounts area. Save.

USPS

1. For US Postal Service, you need to register here: http://www.usps.com/webtools/welcome.htm Where it says "Access USPS Tools", click "Sign up".

2. "What is the Web site address (URL) of the site that will be hosting the USPS Web Tools?" - enter your intended site name.

3. "How will you be using the USPS Web Tools? - "Exclusively on my website".

4. You will receive a UserID and a Password by Email from UPS. Please forward this email to [email protected] so that we can run necessary tests.

5. After we have notified you that the tests are complete, please contact the USPS Internet Customer Care Center ([email protected] / 800.344.7779) and politely request that they switch your profile to allow you access to the production server.

6. Add your USPS UserID and Password to Pressero's Preferences > Shipping > Carrier Accounts area.

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Shipping > Shipping Methods tab

1. Name and create Shipping Methods your customer will choose. Two types are available:

◦ Integrated (rates based on your Carrier Accounts)

◦ Non-Integrated (Pickup, Delivery by your vehicle).

2. Click Create New Shipping Method. Enter a shipping Method Name (FedEx Next Day, UPS Ground, Pickup, etc.)

3. Select a Carrier for this shipping method (or Use Non-Integrated for Customer Pickup, Company Delivery Vehicle, etc.).

4. Enter other parameters as needed, Save.

5. Note, setting Maximum Weight to zero will likely prevent the display of any integrated shipping methods and may prevent Checkout.

6. Within each Site you create, one or more of these Shipping Methods can be selected by you for use by your customers.

7. FedEx > Special Services. Only select services that do not conflict. For example, having "Hold at location" as well as "Inside Delivery" plus "Return Shipment" selected will prevent the proper operation of the shipping method because these are contradictory requirements. Note Home Delivery is not yet supported, do not select it.

8. UPS > Service. Note that some Services such as UPS Ground are supported for US and Puerto Rico origins only. If you are outside the US, check the UPS website to determine which Services are available for your country. When testing, if your UPS Shipping Method returns the error "Shipment not possible: No estimate returned (service ineligible)" this could be the cause. The Shipping Method will not display in your Storefront if it is not supported for your country.

9. UPS > Packaging. Note that some Packaging types work for certain UPS services and not for others.

"None”, or “Your Packaging" should be selected for UPS Ground. Do not select "Box" for UPS Ground.

“Box” only works for UPS Air, UPS 2nd Day, etc. If your UPS Shipping Method does not display in your Storefront, this would likely be the cause.

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Editing a Shipping Method

Select the pencil icon next to the Shipping Method's Name to edit a Shipping Method. The edit window will display. You can review the Shipping Method details and settings. Click Save after making any changes.

Deleting/Undeleting a Shipping Method

Click the Delete button at the bottom of the Shipping Method edit window to delete a Shipping Method.

Check mark the Include Deleted Methods box at the top of the Shipping Method control to display all deleted a Shipping Methods. Click the Edit pencil and then click Save to undelete a Shipping Method.

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✲ Preferences > Payments

This area is used to setup a library of payment methods you can then select from on a store by store basis.

Choices include Authorize.NET (credit cards), EBS (credit cards), PayPal standard (credit cards), and Open Terms (invoiced later by another system)

Authorize.NET Preparation

There are several things you will need to do in preparation for setting up Pressero to use Authorize.NET:

1) Set up an account with Authorize.net and get an API Login ID and Transaction key.

2) Contact your Aleyant sales representative to purchase the SSL certificate. You will need a certificate for each primary domain. If you have more than one subdomain for a primary domain, a wildcard SSL is required. (Examples of a primary domain and subdomain would be

http://subdomain.primarydomain.com.)

3) Customers subscribing to Pressero prior to June 2012 will need to convert to the Advanced Payment system in Pressero. To do this, go to Preferences > General Settings > Payments tab and click the red button that says, “Switch to Advanced Payment Support.” A new Payments section will appear under Preferences. Your existing payment methods will now appear under Preferences > Payments.

Setting up Authorize.NET in Pressero After following the preparation steps above,

1. Choose to Create New Payment Method. Select Authorize.Net as the Method Type.

2. Name the method.

3. Enter your API Login ID and Transaction Key. These were assigned to you by Authorize.Net. Save.

If you go to Sites > Settings > Payments tab, you will now see that you can “turn on” this method in the site by clicking the box next to the payment method name.

Setting Up PayPal Credit Card Processing in Pressero

This is where you link Pressero to your PayPal account. Your PayPal email is required if you will be allowing credit card payments in any Site.

1. You will need a free PayPal business account (Website Payments Standard). You can go to https://www.paypal.com/us/cgi-bin/&cmd=_registration-run in order to start signing up. Click "Get Started" in the Business area. Then, in the drop-down menu that will appear, choose "Website Payments Standard." After that, you can follow PayPal's instructions to complete the account setup process. Make sure you follow the instructions to confirm your email address after creating the account.

2. VERY IMPORTANT: You will then need to enter the following PayPal IPN into your PayPal account:

http://orderingplatform.com/IPN.aspx Log into PayPal, click "Profile" on the My Account tab. In the Selling Preferences column, select "Instant Payment Notification Preferences." Click "Choose IPN Settings." You MUST enter http://orderingplatform.com/IPN.aspx as the Notification URL. Select

"Receive IPN messages (Enabled)". Click "Save." See PayPal help here:

https://cms.paypal.com/us/cgi-bin/?cmd=_render-

content&content_ID=developer/e_howto_admin_IPNSetup

3. Once your PayPal account has been created, and your IPN has been entered, go to the "General

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Settings" tab in your Pressero admin site. Then click on the "Payments" tab. Enter the email address associated with your new PayPal business account and click "Save."

If the steps above are not completed, you may experience some of the following issues:

◦ Orders not being marked "paid" in your administrative area > Orders.

◦ Customer and Site administrators will not receive confirmation from Pressero that an order has been completed. You will only receive a receipt from PayPal to your account email.

◦ PayPal may add tax to the transaction.

Authorize.Net, EBS, vs. PayPal

As an alternative to PayPal, credit card payments via Authorize.net or EBS (India) are also supported. The thing to understand about credit card processing is there are two entities involved: a "Payment Gateway" and a

"Payment Processor/Merchant Bank".

PayPal operates as both the Gateway and the Processor.

If you choose to have credit card processing done via a Merchant Bank, you will also need to have an account setup with Authorize.net (the Payment Gateway). You will need to setup an account with Authorize.net and link it to your Merchant Bank. Both Authorize.net and the Merchant Bank will charge fees that may total about what you'd pay PayPal.

For details on how a Payment Gateway works see: http://en.wikipedia.org/wiki/Payment_gateway

In addition to a Authorize.net and Merchant Bank accounts, you'll need to choose an SSL (Secure Socket Layer) option: 1) Shared SSL or 2) Purchased SSL. The free Shared SSL option uses Pressero's SSL certificate whereas the Purchased SSL uses a certificate you buy.

The shared SSL (not yet available) will display a URL similar to "http://example-com-ssl.pressero.com" where your url is "example.com". Choosing the shared SSL means every page in your store will use that shared URL.

For example, the home page would be "example-com.pressero.com/page/home".

In contrast, a Purchased SSL will display a URL similar to "https://example.com" where your url is

"example.com". All pages in your store will use your domain name. For example, the home page would be

"https://example.com/page/home". To support this option, Aleyant will need to host an SSL certificate.

• For a single store, this involves Aleyant charging a one time $95 setup fee, plus a small monthly fee. As part of the setup, Aleyant will purchase—at no added cost to you— a single domain certificate (e,g.,

"example.com") for you via RapidSSL (you can buy your own, but Aleyant's setup fee and monthly still apply).

• For a certificate that supports multiple stores, you'll need a wildcard certificate (e.g., one that can support subdomains like abcbank.example.com, xyzservices.example.com). This involves Aleyant charging a yearly $250 setup fee, plus a small monthly fee. The advantage is that it can cover unlimited

subdomains. The certificate does not cover sub-subdomains such as "123.abcbank.example.com, where

"example.com" is the root domain, "abcbank." is the subdomain, and "123." is the sub-subdomain. It takes us 2-3 business days for the SSL to be setup for your site.

Displaying the SSL Certificate Seal

A certificate is just a connection type. The certificate is not displayed in the store unless you explicitly get an image or script from the provider of the certificate, indicating that the store is running a certificate.

When we register the certificate for you we can get an image or script from the provider indicating that the store is running a certificate. As part of your SSL Certificate Service, you are entitled to display the RapidSSL® Site

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Seal.

Installation instructions for the RapidSSL® Site Seal can be found on the following link:

https://knowledge.rapidssl.com/support/ssl-certificate-support/index?page=content&id=SO14424 Visit the RapidSSL Support Web site, where you will find a range of support tools to help you:

https://knowledge.rapidssl.com/support/ssl-certificate-support/index.html

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Preferences > Forms

Forms are a way to collect extra information from a customer. Forms can be created, named, and used with one or more Products or website Pages. The three areas a form can be used within your sites would be on a page you specify in one of your sites, the product ordering page, and the checkout page.

To create a new form, select the Create New Form link. To edit the form select the pencil icon and arrow bullet beside the form name. Select “Include Deleted Forms” at the top of the page to view and re-activate any previously deleted forms.

1. Forms can use file uploads, text fields, radio buttons, calendars, check boxes, drop-down lists, etc. to help the customer provide required or optional information. Examples: the customer's sales rep name, how did you hear about us, authorization code, etc.

1. Click ⊞ or Create New Form. Enter a Form Name, Title, Instruction. See the [?] tooltips for details.

2. Click the arrow bullet to Add New Form Field. Enter a Prompt, etc. Save. Repeat as needed.▶ 2. Column and Prompt Number (row). Depending on the Skin you choose for your Site, you can have up to

two columns of information collection fields in your Form. To use a 2 Column approach, number the fields left to right, setting the Prompt Number's sequentially starting with 1.

3. Example of Column and Prompt Number Settings for a Form Field:

Column: 1, Prompt Number: 1 Column: 2, Prompt Number: 2 Column: 1, Prompt Number: 3 Column: 2, Prompt Number: 4 Column: 1, Prompt Number: 5 Column: 2, Prompt Number: 6

If the Skin you choose does not support 2 Column Forms, all fields will be displayed in one column, with Prompt Number 1 at top, followed by Prompt Number 2, 3, 4, etc.

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Column: 1, Prompt Number: 1 Column: 2, Prompt Number: 2 Column: 1, Prompt Number: 3 Etc.

4. Form Field Prompt Types

• Radio Buttons. Enter a list with a minimum of two items in the Default Information area. Each item in the list must be on its own, separate line. Each item in the list will have a radio button ◎ displayed next to it. To allow a User to select “nothing”, start the list with “0”, “None”, or “Not Applicable”. The User chooses an item in the group by clicking its radio button ◉. Only one item can be selected.

• File Upload. The Default Information area should be left empty. Note: a Form's File Upload field can not be used when adding a Form to a Product. Use the Product's Upload Field instead. See Sites >

Products > General: Upload Fields. Total file transfer limit per upload session is 1 GB or 2 hours.

• Drop Down List. Also known as a “pick list”, or a “menu”. Enter a list with a minimum of two items in the Default Information area. Each item in the list must be on its own, separate line. For a list of numbers, start the list with zero “0”. Otherwise, start the list with “None” or “Not Applicable”. The User chooses an item in the list by selecting it. Only one item can be selected.

• Check Boxes. Enter one or more items in the Default Information area. Each item must be on its own, separate line. Each item will have a check box ☐ displayed next to it. The User chooses an item by clicking its check box . More than one item can be selected (checked).☑

• Text Area. Used for allowing notes, lengthy messages, or descriptions to be entered by the User.

The Default Information area should be left empty.

• Text Box. Used for collecting a name, address, short description, quantity, etc. from the User. The Default Information area should be left empty.

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• Small Text Box. Same as Text Box, but the displayed box length is shorter.

• Rich Text Box. Same as Text Box, but the User can format the text font size, color, style, alignment, and insert symbols.

• Calendar. Used to collect a date. The User can enter a date, or select it from a month-based Calendar. Use the Default Information to set a default date, measured in days from now. The user can over ride the default and select any date.

• Rating. Used to collect a star rating. The User can select from 1-5 stars in half star increments.★ Use the Default Information to set a “suggested” star rating.

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✲ Preferences > Admin Users

Anyone who has access to the Pressero Admin. The type of access they have can be controlled by you by assigning them to an Admin Group. Click or Add New User. Every User account must have at either an Email⊞ address or a Username.

To create a new administrative user, select the “Add New User” link. To view and re-activate a previously deleted administrative user, check the box “Include Deleted Users” at the top of the page.

To edit a user, select the pencil icon beside the Username of the user.

1. Users: Personal Information > Email. The "@" character is required in Email.

2. Users: Login Information > Username. The "@" character cannot be used in a Username.

3. Users: Additional Information > Receive Notifications. Check this box if you want this person eligible to receive email notifications. Unchecked, this User will be blocked from receiving email notices. See also Sites > Users, and Sites > Email Notifications.

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Preferences > Admin Groups

An Admin Group is a set of Users who work with you. The Everyone Group is a default Group that all can belong to. Depending on your needs, you can create additional Admin Groups, each with different access to the

Pressero system.

To create a new User Group, select the “Add New Group” link. To edit a Group, select the pencil icon beside the Group Name.

◦ In Preferences > Admin Groups, you can create special Groups of Users that have limited access to the Pressero Administration area. Some Admin Groups can be permitted to add and edit the Pages of your Sites, or set Broker controls, or view orders from all customers, etc.

◦ Sites also have a Site Groups control, specific to that Site.

Four Permission Principles

1. Avoid using Deny. In most cases, use Not Set instead. Not Set means the permission is Off.

2. Permissions can apply across Groups.

• A "Not Set" permission means the user is not granted the permission unless Allowed in another group they belong to. When the User is a member of two Groups with one group set to Allow and the

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other set to Not Set, Allow will over ride Not Set.

• A "Denied" permission is ALWAYS denied. When the User is a member of two Groups with one group set to allow and the other set to Deny, Deny will over ride Allow.

3. Higher (stronger) level permissions when Denied will override lower level permissions that are Allowed.

For example, if the higher level "Can manage sites" is Not Set or Denied, and it's lower level "Can manage content pages" is Allowed, the group member will not be able to change content pages.

4. A permission Allowed at a higher (stronger) level will grant all permissions underneath it unless they are set to Denied.

5. Permissions can be granted globally (all sites), or on a per site basis instead. For example, you can have an Admin Group named "Bluestore Admins" where "Can manage sites" is Allowed only for the Bluestore site. That way the Bluestore Admins group can do everything for the Bluestore site, but nothing for the Redstore site. Store specific permission settings like this are done in the store's admin area (Sites > Site Groups > Admin Groups). See more site specific examples below

Permission Levels for Admin Groups

The more indented a permission is below, the "stronger" (i.e., higher) level it is. Remember, a permission

Allowed at a higher level will grant all permissions underneath it except those set to Denied. A permission Denied at a higher level will deny all permissions underneath it, regardless of whether those permissions are Allowed.

1. Can manage all subscriber settings

(a) Ability to Manage Settings

(b) Can manage all users (c) Can manage brokers (d) Can manage sites

i. Can manage inventory stock items and transactions ii. Can view and edit orders

A. Can view orders

iii. Can manage content pages iv. Can manage products v. Can manage promotions vi. Can manage site menus

Referring to the hierarchy above, if 1. is set to Denied, then any Allowed permissions for a-d, and i.-vi. will be ignored and be Denied instead.

• So if the higher level 1. "Can view and Edit orders" is set to Denied, a lower level 1 (d) ii. A. "Can view orders" set to Allowed will be over ridden. The Group member will not be able to view orders, nor edit them.

• Likewise, if 1 (d) iv. "Can manage products" is set to Allowed, but the higher level 1 (d) "Can manage sites" is set to Denied, Allowed will be over ridden and the Group member will not be able to add or edit products.

On the other hand, if 1. is set to Not Set, then permissions for (a-d), and i.-vi. that are Allowed will be used. "Not Set" in this context is treated as a conditional "Denied, unless it is Allowed"

• So if "Can view orders" is set to Allowed, but "Can view and Edit orders" is set to Not Set, Allowed will be used and the Group member will be able to view orders, or edit them.

• Likewise, if "Can manage products" is set to Allowed, but it's higher level "Can manage sites" is set to

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Not Set, the Group member will be add or edit products.

Permissions that are being Allowed will display a green background. Permissions explicitly Denied will display a red background, while Not Set will display a white background because it is a conditional "Not Allowed".

Store Specific Admin Permissions Example Scenario:

Two stores: Bluestore.com and Redstore.com

Four Admin Groups: "Owner", "Order CSRs", " Bluestore Admins", "Blue Nonpromos"

Below are Admin Group Permissions:

(see Permission Levels for Admin Groups above for numbering hierarchy) Owner Group ( allowed to do everything)

1. "Can manage all subscriber settings" - Allowed (this will be global - all sites) (a)-(d), and i.-vi. permissions - Not Set

The practical result is members of the Owner Group are allowed to do everything Order CSRs Group (view and edit any order regardless of site)

(a). "Ability to Manage Settings" - Allowed (this will be global - all sites) ii. "Can view and edit orders" - Allowed (this will be global - all sites) All other permissions - Not Set

This means that Order CSRs can view and edit any order regardless of site. They also can set their own password.

Bluestore Admins Group (can manage every aspect of Bluestore, but nothing in Redstore) (a). "Ability to Manage Settings" - Allow (this will be global - all sites)

(d). "Can manage sites" - Not Set in Preferences, Allowed in Bluestore site only (set at Sites > Bluestore > Site Groups > Admin Groups)

All other permissions - Not Set

This means that Bluestore Admins can manage every aspect of Bluestore, but nothing in Redstore. They also can set their own password. They cannot manage Admin users, brokers, pricing engines, etc.

Blue Nonpromos Group

(a). "Ability to Manage Settings" - Allow (this will be global - all sites)

(d). "Can manage sites" - Not Set in Preferences, Allowed in Bluestore site only (set at Sites > Bluestore > Site Groups > Admin Groups)

v. "Can manage promotions" - Not Set in Preferences, Denied in Bluestore (set at Sites > Bluestore > Site Groups > Admin Groups)

All other permissions - Not Set

This means that Blue Nonpromos can manage every aspect of Bluestore EXCEPT promotions. Nothing on Redstore. They can also set their own password. They cannot manage Admin users, brokers, pricing engines, etc.

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Preferences > Workflows

¹

1 Please note that this area is to create a “Custom Workflow” and is an advanced feature included in the Professional and Enterprise packages. It is not included in the Standard package.

When an order arrives, there is a default Status applied to the order. You can then change the status by selecting from a Status list. When a status update is made in the standard workflow, both your internal staff and your customer can see the updates. This Workflow page can be used to create your own default Status, as well as a custom Status list.

To create a new Workflow, select the Create New Workflow link. To edit the workflow select the pencil icon and arrow bullet beside the name.

◦ Storefront Specific Status. The Workflows control enables you to create your own list of storefront specific Status updates. This "custom workflow" can then be applied to all orders from a specific

Storefront. For example, you may want the initial order status for all orders from ABC Storefront to display

"PrePress Review".

◦ Product Specific Status. The Workflows control enables you to create your own list of product specific Status updates. This "custom workflow" can then be applied to all orders for a given product or products.

For example, you may want the initial order status for all wide format products to display "Wide Format Imaging Dept". Because some products may have different production requirements, you can create Status updates that reflect this. Wide format jobs could have a different status list than say fulfillment

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orders where inventoried items are picked, packed, and shipped.

◦ Internal vs External Status Display. You can specify that your staff sees a more detailed status than your customer. An internal status (a.k.a, Internal Stage Name) can be set that displays a different status (a.k.a, External Stage Name) to your customer. For example, while your staff sees the job is in “Prepress”, then “Press”, then “Bindery”, your customer sees only "Job in Progress" through all three stages.

◦ Three Stages are Required. A custom Workflow must include all four of the following stages: Received, Completed and Cancelled. If you do not include these stages in a Workflow you create, it will be

considered “invalid”; it will be ignored; and it will not display in the Workflow pulldown menu when setting up products.

◦ Workflows vs Order Approvals. Workflows and Approvals are not connected. One does not know or interact with the other. Any "approval" status in a workflow is meant to be set manually by your staff. For example, "we sent a printed proof to the customer and they approved the color." In contrast, order approvals are done in the storefront's Order History page by the supervisor of the person who placed the order, resulting in a check mark displaying in the Approved column in the Pressero Order admin page.

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Preferences > FTP Accounts

To create a new FTP Account, select the Create New FTP Account link. To edit select the pencil icon beside the Account name. To view or re-activate a previously deleted account, check the box at the top of the page “Include Deleted FTP Accounts.”

FTP (File Transfer Protocol) is a way for customers to send files to you. It an alternative to the “attach file” option customers can use in a Product's ordering process. However, unlike a typical file upload, FTP can also be used by your customers to retrieve files that you have placed in the FTP folder. It is a way to make files available for customers to download. So customers using FTP can both place into and remove files from an FTP account.

In addition to FTP, you can create a page for your storefront called "File Upload", or “Send Files” . The page can use a form you created that collect details from your customer while enabling them to select and send files (see Preferences > Forms. Also see Sites > Pages).

◦ Instead of attaching files to an order, a customer could use the FTP account to transfer very large files to you, or you to them. The maximum file transfer limit per upload session is 1 GB or 2 hours if using the store's browser-based login/file upload.

◦ FTP Uploads via an ftp program (Fetch, wsFTP, etc.) may use the limit you set for the FTP account, up to a maximum of 1 GB.

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◦ Click or Create New FTP Account. Give this account a Name and a Password. You will give these to⊞ any customer you want to allow access to this account. The FTP login credentials can be used by your customers with any Site you create provided you have added an FTP item to the Site's menu. You will also want to add an FTP item to a Sites menu. See Navigation > Available Navigation Items > Standard Items.

◦ After adding an FTP Account, use Sites > Navigation > Standard Items to drag the FTP item to the Site's menu, Save.

◦ Customers can click the FTP item you added to a storefront's navigation menu, login with their web browser using the Name and Password you assigned to the FTP account, and transfer (or retrieve, or delete) files.

◦ FTP Login using Client Software. Customers can use an FTP application (Fetch, wsFTP, etc.) instead of a web browser. Using an FTP application will allow larger file uploads, up to the maximum you set in the FTP Accounts control. Your customer will need to enter some FTP settings in their application.

• Domain will be whatever you set at Sites > General Settings > General > Site for FTP and Proofs.

Unlike browser based FTP transfers, file transfer via an FTP application will only work at the FTP site you designated.

• User name and Password will be whatever you set in Preferences > FTP Accounts for the site designated above. For the User enter in an email format for the Username you created when you setup the account @ the website's domain name. For example, if you had set "Acme13m" as the Username, enter [email protected]. For the Password, use the password you set for the FTP account.

• For Host use the site's domain name (example: myname.v4.pressero.com).

• The default directory (if asked for) would be just blank or /

• There isn't an email notifice when an ftp client is used.

• Note: the above refers only to FTP applications, not browser-based ftp logins.

◦ Files sent via FTP reside in Tools > File Manager > FTP > Account.

◦ Note that everyone who logs in will have access to any and all files that remain in the FTP account. They can download the files, or even delete them.

◦ Depending on your Pressero package, you can create up to 25, web-browser based FTP accounts.

◦ FTP Login using a Browser. If you are using a web browser, make sure you have first added an FTP item to the site's Navigation menu (Sites > Navigation). Then go to the site, click the FTP item you added. A login window will display. Enter the Username you created when you setup the account and the Password.

Version 4 Getting Started (Updated every Tuesday evening. Red Text = New Addition/Update)

Version 4 Getting Started

Table of Contents

Before You Begin ...5

Google Chrome or FireFox Recommended for Administration...5

Settings Marked are Required ✲ ...5

Directions Format...5

Some Features are Package Specific...5

Make Many Changes, Save Once ...5

WYSIWYG Editing Areas...5

Your Changes Published Every 2 Minutes to 6 Hours...6

Errors, Bugs, and other Vermin...6

Help: Instructions, Tool Tips, Videos, Support...7

Storage Limits...7

Creating A Storefront...8

Administration Login...8

Admin is Organized in Order of Setup ...8

My Profile...10

Preferences...11

Preferences > General Settings ✲ ...11

General Settings > Email tab...12

General Settings > Logo tab ...13

General Settings > Payment tab (customers prior to June 2012)...14

"Switch to Advanced Payment Support" button...14

Credit Card processing via PayPal versus Authorize.Net, EBS ...14

Preferences > Locations ✲ ...15

Preferences > Pricing Engines ✲ ...17

Creating a Unit of Measure (UOM) Pricing Engine...18

Creating a Price Break Engine...20

Creating a Pricing Calculator Pricing Engine...21

Creating a Spreadsheet Pricing Engine...22

Testing your pricing engine. ...26

Preferences > Shipping ✲ ...28

Shipping > Carrier Accounts tab (FedEx, UPS, USPS) ...28

Preferences > Payments ✲ ...32

Authorize.NET Preparation...32

Setting up Authorize.NET in Pressero...32

Setting Up PayPal Credit Card Processing in Pressero...32

Authorize.Net, EBS, vs. PayPal...33

Displaying the SSL Certificate Seal...33

Preferences > Forms ...35

Preferences > Admin Users ✲ ...38

Preferences > Admin Groups ...39

Four Permission Principles...39

Permission Levels for Admin Groups...40

Store Specific Admin Permissions...41

Preferences > Workflows1 ...42

Preferences > FTP Accounts ...44

Preferences > Product Attributes (B2B) ...46

Preferences > Vendors ...48

Preferences > Brokers ...49

Sites...50

Sites > Create New Site ✲ ...50

Settings > Site Types...51

Sites > Settings ✲ ...52

Settings > General Info tab...52

General Info > Branding ✲ ...52

General Info > Branding ...52

Using Your Domain Name (URL) for the Site ...54

Settings > Tax tab...56

Settings > Shipping tab ✲ ...56

Settings > Payments tab ✲ ...57

Settings > Instructions tab...58

Settings > Content tab...58

Settings > Email Notifications ...58

Settings > SEO/HTML tab...59

Sites > Skins ...62

Skins > Select Skin...62

Skins > Customize Skin...62

Sites > Pages...64

Content tab ...64

Page SEO tab ...65

Forms tab ...65

Sites > Navigation...66

Navigation: Adding Items to a Menu ...66

Sites > Site Users ...68

Sites > Site Groups ...70

Sites > Locations & Departments (B2B) ...72

Sites > Categories ✲ ...73

Sites > Products ✲ ...75