sage business works e-commerce

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SAGE Business SAGE Business Works E-Commerce Works E-Commerce Digital Solutions of Digital Solutions of KY, Inc. KY, Inc. Crocker and Crocker and Associates Associates In conjunction with In conjunction with If any screen does not advance If any screen does not advance after 10 seconds please click after 10 seconds please click your mouse. The pages with your mouse. The pages with images are not set to auto- images are not set to auto-

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SAGE Business Works E-Commerce. Crocker and Associates In conjunction with. Digital Solutions of KY, Inc. If any screen does not advance after 10 seconds please click your mouse. The pages with images are not set to auto-advance. 3 Part Demo. Starting with a Shopping Cart - PowerPoint PPT Presentation

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Page 1: SAGE Business Works E-Commerce

SAGE BusinessSAGE Business

Works E-Commerce Works E-Commerce

Digital Solutions of KY, Digital Solutions of KY, Inc.Inc.

Crocker and Crocker and AssociatesAssociates

In conjunction withIn conjunction with

If any screen does not advance after If any screen does not advance after 10 seconds please click your 10 seconds please click your

mouse. The pages with images are mouse. The pages with images are not set to auto-advance.not set to auto-advance.

Page 2: SAGE Business Works E-Commerce

3 Part Demo3 Part Demo

• Starting with a Shopping CartStarting with a Shopping Cart

• Understanding .CSV, and .TXT Files. Understanding .CSV, and .TXT Files. How they are written and viewedHow they are written and viewed

• Conclusion of Businessworks Process Conclusion of Businessworks Process

Page 3: SAGE Business Works E-Commerce

Part 1: Starting with a Part 1: Starting with a Shopping CartShopping Cart

Page 4: SAGE Business Works E-Commerce

• Customer’s Customer’s Information is Information is associated in associated in

SAGE SAGE BusinessWorkBusinessWorks by a unique s by a unique

ID.ID.

Page 5: SAGE Business Works E-Commerce

Item number Item number matches matches

exactly to exactly to your Sage your Sage BusinessWBusinessW

orksorks

Page 6: SAGE Business Works E-Commerce

• Completing Completing the the transaction transaction will create will create a .CSV a .CSV and .TXT file.and .TXT file.

• The .CSV file The .CSV file will be used will be used to create the to create the sales order in sales order in the OE the OE Module of Module of your SAGE your SAGE BusinessWorBusinessWorks. ks.

• The .TXT file The .TXT file will be used will be used to to create/update create/update the customer the customer file in the AR file in the AR module of module of your Sage your Sage BusinessWorBusinessWorksks

Page 7: SAGE Business Works E-Commerce

Part2: Viewing .CSV Part2: Viewing .CSV and .TXT Filesand .TXT Files

Page 8: SAGE Business Works E-Commerce

Viewing .CSV FilesViewing .CSV Files

The .CSV file The .CSV file is written to is written to a folder to a folder to

be be transferred transferred through a through a

secure secure encrypted encrypted channel. channel.

Page 9: SAGE Business Works E-Commerce

In this In this example example

each each customer is customer is

uniquely uniquely identified identified by their by their phone phone

number.number.

Page 10: SAGE Business Works E-Commerce

Customer’s Customer’s Unique ID is Unique ID is

highlighted in highlighted in this .csv filethis .csv file

Page 11: SAGE Business Works E-Commerce

This item This item number number

matches the matches the Sage BW.Sage BW.

Page 12: SAGE Business Works E-Commerce

Customer_txt Customer_txt folder folder

contains .txt contains .txt file file

necessary necessary for for

importing importing into your into your

Sage Sage BusinessWoBusinessWo

rksrks

Page 13: SAGE Business Works E-Commerce

Customer_txt Customer_txt file contains file contains

specific specific customer customer

information information necessary to necessary to create/updatcreate/updat

e a e a customer’s customer’s

profile profile located in located in

the AR the AR module.module.

Page 14: SAGE Business Works E-Commerce

This file will carry This file will carry the same the same

information as information as you would find in you would find in your customer’s your customer’s profile in the AR profile in the AR Module of your Module of your

Sage Sage BusinessWorks.BusinessWorks.

Page 15: SAGE Business Works E-Commerce

Part 3: Viewing in SAGE Part 3: Viewing in SAGE BusinessWorksBusinessWorks

Page 16: SAGE Business Works E-Commerce

Crocker & Associates Programs take the Crocker & Associates Programs take the necessary action needed to import necessary action needed to import

your customer’s information and sales your customer’s information and sales order.order.

Page 17: SAGE Business Works E-Commerce

Your Your customecustome

r’s r’s online online

order is order is now in now in

your OE your OE module.module.

Page 18: SAGE Business Works E-Commerce

Sales Sales Order Order createcreated from d from

the the samplsampl

e e online online order.order.

Page 19: SAGE Business Works E-Commerce

One time One time Ship to Ship to

addresses addresses gives you gives you

the the ability to ability to easily easily

perform perform drop ship drop ship services services for your for your

customercustomers.s.

Page 20: SAGE Business Works E-Commerce

Click Line Click Line Items to Items to

see see customercustomer’s online ’s online order.order.

Page 21: SAGE Business Works E-Commerce

Line Line Item Item

is is listed listed below.below.

Page 22: SAGE Business Works E-Commerce

Click AR Click AR to view to view

your your customecustome

r’s r’s profileprofile

Page 23: SAGE Business Works E-Commerce

Enter your Enter your customercustomer’s unique ’s unique

IDID

Page 24: SAGE Business Works E-Commerce

This This informatiinformation was on was

contained contained in the .txt in the .txt

file file shown shown earlier.earlier.

Page 25: SAGE Business Works E-Commerce

TelephoneTelephone

(503) 588-8584 (503) 588-8584

FAXFAX

(503) 363-7081 (503) 363-7081

Postal addressPostal address

Crocker & Associates, Inc, 1462 Commercial St Crocker & Associates, Inc, 1462 Commercial St NE, #201 Salem, OR 97301 NE, #201 Salem, OR 97301

Electronic mailElectronic mail

General Information: General Information: [email protected]@crockerandassociates.com

Sales: Sales: [email protected]@crockerandassociates.com

Customer Support: Customer Support: [email protected]@crockerandassociates.com

Webmaster: Webmaster: [email protected]@crockerandassociates.com

Contact InformationContact Information

Page 26: SAGE Business Works E-Commerce

Contact InformationContact Information

Digital Solutions of KY, Inc.Digital Solutions of KY, Inc. 5405 W. Pages Lane5405 W. Pages Lane

Louisville, KY 50258Louisville, KY 50258

1-877-286-7934 ( Toll free )1-877-286-7934 ( Toll free )Office:(502) 366-7547 Office:(502) 366-7547

Fax: (502) 515-7139Fax: (502) 515-7139

Email: Email: [email protected]@dsofky.com

ww.dsofky.comww.dsofky.com

Page 27: SAGE Business Works E-Commerce

End of DemoEnd of Demo

Thanks You for Your Time. Thanks You for Your Time.