university web services nika nestor / alex volfson 09/29/2006
TRANSCRIPT
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University Web Services
Nika Nestor / Alex Volfson
09/29/2006
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About UTD Online Store
• Previously known as Marketplace
• Renamed to UTD Online Store
• Both the New Look and the Name help customers associate the storefront with UTD
• Software is TouchNet Marketplace 3.x
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About TouchNet Marketplace
• TouchNet Marketplace is a self-contained e-commerce solution.
• It combines online storefronts with inventory control, order fulfillment, and financial reporting.
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Online Store Features
• Visa, MasterCard, Discover - Card Payments• Provides Secure Transactions• Easy way to add/remove products• Reliable• No Buyer-end fees for credit card processing• Coming Soon! Web - Check Processing
Note: There is a monthly fee setup by Financial Services (percentage of the proceeds)
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Online Store Parts
• UTD Online Store:
Storefront Interface
• Operations Center:
Administrator’s Interface
• TouchNet Payment Gateway:
Credit Card Processing System (same system that is used for tuition
processing)
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UTD Online Store
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Operations Center Login
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Customer’s End
• When the Customer makes a purchase via UTD Online Store he/she receives an order confirmation email.
• The order arrives at the Fulfillment area in the Operations Center.
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Order Confirmation
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About Fulfilling
• The Buyer’s credit card is not charged until the order is fulfilled!
• Only when fulfillment is complete the credit card is charged!
• When the fulfillment is complete the customer receives an email stating that the order was processed.
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Login
• Username and Password are provided by University Web Services
• User can change the password once he/she is logged in
• Can’t remember Password?– Please contact:
• Nika Nestor ([email protected], x4995)• Alex Volfson ([email protected], x4996)
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1st Time User – Edit Profile
• Edit Profile (1st screen when a 1st time user logs in)
• Provide:– User Credentials (Update Profile Button)
– Email Notifications (Update Notification Settings)
– Password (Change Password)
• Click corresponding buttons to update the information!
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User Credentials
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Email Notifications
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Password Change
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Operations Center - Home
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Navigate to your Store
• Two ways to navigate to the fulfillment area– Click on the number of fulfillments (if 1 or greater)
– Navigate with the help of Control Menu• Control Menu > Marketplace Suite >
Merchant Name > Stores >
Store Name > Fulfill Orders
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Pending Orders
• Pending orders, orders that need to be fulfilled, will display by default
• Search for order by status:– Pending for– Ordered In– Fulfilled In
• Or Search for orders by:– Year– Month– Day– Order Number
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Fulfilling Orders - Summary
• Step 1: Accept Payment
• Step 2: Print Packing List
• Step 3: Shipment Tracking Number
• Step 4: E-mail Buyer
Nothing is charged to the customer’s credit card until Fulfiller has gone through the first step of fulfillment and confirmed the transaction.
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Process Fulfillment
Click Process Fulfillment
Navigation Example
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Accept Payment
• Verify Order Information1. Review Details of the Order2. Adjust quantity of the product3. Cancel the order (discussed later)4. Charge the Customer’s Credit Card
• Do not accept the payment if the necessary information is missing, email the customer
• Otherwise, confirm the acceptance of the Credit Card payment
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Accept Payment
Click Accept Payment
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Accept Payment
Click Ok to Charge the Credit Card
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Cancelling an Order
1. Change the Quantity to 0
2. Click “Update Items”
3. Confirm that you want to cancel this order
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Canceling an Order
Change Quantity to 0
Click “Update Items”
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Canceling an Order - Confirm
Click “Ok” to cancel an order and send an order cancellation email.
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Print Packaging List
• Print Packing List– Would be used if you are mailing or shipping
something to the customer– Can print as many copies as you need
• Click “Proceed to Step 3”
If you are just using an storefront to process credit card payments, you don’t have to worry about printing the packaging list!
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Print Packaging List
Click Proceed to Step 3
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Packaging List
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Shipment Tracking Number
• Enter the Shipment Tracking Number– If you send a package via UPS/Fed Ex – This tracking number will be included in the
confirmation email sent to the customer.
• Click “Proceed to Step 4”
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Shipment Tracking Number
Enter tracking number if a package is sent via UPS or FedEx
Click Proceed to Step 4
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Email Buyer
• Confirmation email will be sent to the customer.
• Confirmation email will include the following:– Amount that was charged– Tracking Number– Customizable fields within the storefront– Contact Email (specified as a Store Contact)– Stock Number
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Email Buyer
Send Confirmation Email to the Customer
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Email Sent to Buyer
Store Contact email address
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Fulfillment Complete
• Last screen of the fulfillment process
• Congratulations, you successfully processed the order or simply charged the credit card
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Fulfillment Complete
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Tips
• Fulfillers can sign up to receive an email whenever a purchase is made
• Please create a procedure to facilitate fulfillment. For example – If the primary fulfiller is not in the office, the secondary fulfiller will take over his/her duties, and etc.
• Please fulfill orders within 1-2 days maximum. (business or regular days)
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Upgrade Changes
• Storefronts and the Operation Center will be down on 10/23 all day!
• Please fulfill all orders by 10/23 9 a.m.• Remove <html> (links) from short and long
description• Previous Order Data will not be available through
the new Operations Center Interface• Historical Data access will be available for the next 6
months via a different link through the old interface https://commerce.utdallas.edu/marketplace/web/admin/
• New fulfiller’s interface is now available through: – https://commerce.utdallas.edu/tmsadmin/web/
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Questions/Comments ?
• Support:– Nika Nestor: [email protected]
• Add/Remove products• Add/Remove fulfillers
– Alex Volfson: [email protected]• Add/Remove products• Add/Remove fulfillers
• Contact Web Services if you have any questions! x4995