Difference between revisions of "Using Store Policy Tabs Step-By-Step"
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| − | Store | + | Each of the following Store defining Tabs is used to specify policies for a particular Store. The following material provides guidance for the use of each of these Tabs for it's intended purposes. |
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| − | Store | + | * Store Tab -- [[Basics of Configuring the Product Store|Enter or Edit the Basic Store Information]] |
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| + | * Role(s) Tab -- [[Add or Delete People with Key Store Role(s)]]. A good example of this is any person who is responsible for taking sales orders. To perform this job duty, they must have their Sales Representative role recorded in this Tab. | ||
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| + | * Promos Tab -- [[Specify the Promos for This Store]]. Store promotions are defined elsewhere, refer to [[Product Promotions]], and then they are assigned to operate in this Store Sales Orders in this Tab. | ||
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| + | * Catalogs Tab -- [[Specify the Product Catalogs for This Store]]. Add, update, or delete in the list of Catalogs for this Store. | ||
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| + | * Web Sites Tab -- [[Set or Delete a Predefined WebSite on This Store]]. Associate the Store with a predefined WebSite. | ||
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| + | * Shipping Tab -- [[Add a Predefined Shipment Method for This Store]]. The set of available shipping methods are defined for this Store. First, the Shipping methods are defined elsewhere, in [Catalog] > [Catalog Manager Application] drop down list > [Shipping] link. | ||
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| + | * Shipping Estimates Tab -- [[Enter Shipping Estimate Parameters for a Defined Shipment Method]]. First, the Shipping methods are defined elsewhere, in [Catalog] > [Catalog Manager Application] drop down list > [Shipping] link. | ||
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| + | * Payments Tab -- [[Configure the Store Payment Processing Services]]. Payment processors available for this Store are configured in this tab. | ||
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| + | * Fin Accts Tab -- [[Specify the Store's Customer Financial Account Parameters]]. The Store provides Customer Financial Accounts which are characterized in this Tab. | ||
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| + | * Emails Tab -- [[Configure the Store's Automated Emails for Customer Status Updating]]. The Store sends Customers various status update emails which are configured in this Tab. | ||
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| + | * Surveys Tab -- [[Configure the Store's Automated Customer Surveys]]. The Store presents Customers with the automated surveys configured here. | ||
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| + | * Override Tab -- [Specify Override for Keyword Terms Used in Store Searching]. | ||
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| + | * Segments Tab -- [Specify Market or Customer Segmentation of this Store]. This is an information only item associated with the Store, but it does not impact Store functionality in '''opentaps'''. | ||
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| + | * Vendor Payments Tab -- [Associate a Vendor and a Payment Method to Use]. | ||
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| + | * Vendor Shipments Tab -- [Associate a Vendor and a Shipping Method to Use]. | ||
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| + | [[Basics_of_Configuring_the_Product_Store]] << Manual Pages >> [[Specify_the_Promos_for_This_Store]] | ||
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| + | [[More_About_Working_with_Categories_and_Catalogs]] << Section Pages >> [[http://www.opentaps.org/docs/images/c/cd/Catalog_Manager.pdf|Archived Basic Catalog Manager Manual (Obsolete)]] | ||
Latest revision as of 19:18, 10 August 2010
Each of the following Store defining Tabs is used to specify policies for a particular Store. The following material provides guidance for the use of each of these Tabs for it's intended purposes.
- Store Tab -- Enter or Edit the Basic Store Information
- Role(s) Tab -- Add or Delete People with Key Store Role(s). A good example of this is any person who is responsible for taking sales orders. To perform this job duty, they must have their Sales Representative role recorded in this Tab.
- Promos Tab -- Specify the Promos for This Store. Store promotions are defined elsewhere, refer to Product Promotions, and then they are assigned to operate in this Store Sales Orders in this Tab.
- Catalogs Tab -- Specify the Product Catalogs for This Store. Add, update, or delete in the list of Catalogs for this Store.
- Web Sites Tab -- Set or Delete a Predefined WebSite on This Store. Associate the Store with a predefined WebSite.
- Shipping Tab -- Add a Predefined Shipment Method for This Store. The set of available shipping methods are defined for this Store. First, the Shipping methods are defined elsewhere, in [Catalog] > [Catalog Manager Application] drop down list > [Shipping] link.
- Shipping Estimates Tab -- Enter Shipping Estimate Parameters for a Defined Shipment Method. First, the Shipping methods are defined elsewhere, in [Catalog] > [Catalog Manager Application] drop down list > [Shipping] link.
- Payments Tab -- Configure the Store Payment Processing Services. Payment processors available for this Store are configured in this tab.
- Fin Accts Tab -- Specify the Store's Customer Financial Account Parameters. The Store provides Customer Financial Accounts which are characterized in this Tab.
- Emails Tab -- Configure the Store's Automated Emails for Customer Status Updating. The Store sends Customers various status update emails which are configured in this Tab.
- Surveys Tab -- Configure the Store's Automated Customer Surveys. The Store presents Customers with the automated surveys configured here.
- Override Tab -- [Specify Override for Keyword Terms Used in Store Searching].
- Segments Tab -- [Specify Market or Customer Segmentation of this Store]. This is an information only item associated with the Store, but it does not impact Store functionality in opentaps.
- Vendor Payments Tab -- [Associate a Vendor and a Payment Method to Use].
- Vendor Shipments Tab -- [Associate a Vendor and a Shipping Method to Use].
Basics_of_Configuring_the_Product_Store << Manual Pages >> Specify_the_Promos_for_This_Store
More_About_Working_with_Categories_and_Catalogs << Section Pages >> [Basic Catalog Manager Manual (Obsolete)]
