Check Out Process (EMAIL MESSAGES)

Thu, 08 May 2008 20:35:43 GMT

Order is Placed (Sent 1 Time only)

1) Customer will recieve an email Confirming the Order
(*Includes Full Order Details with Order Response and "Pending Payment" [Payment Method])

2) Website Owner will recieve an email Confirming the Order
(*Includes Link to view Order in Admin with noted "Pending Payment")

3) Website Owner will recieve an email Confirming the Order (*Optional In COOLSite Admin)
(*Includes Full Order Details with Order Response and "Pending Payment" [Payment Method])

Payment is Processed/Attempted (Sent on Each Payment Attempt)

1) Payment Method PayPal
   a) Customer will recieve an email Confirming Payment Status
         (*Includes OrderID, Payment Approve/Decline Status, PayPalAddress)
   b) Website Owner will recieve an email Confirming Payment Status
         (*Includes OrderID, Payment Approve/Decline Status, PayPalAddress)

2) Payment Method RealTime (ie. CreditCard/Electronic Check)
   b) Customer will recieve an email Confirming Payment Status
         (*Includes OrderID, Payment Approve/Decline Status, Basic Credit Card Info)
   a) Website Owner will recieve an email Confirming Payment Status
         (*Includes OrderID, Payment Approve/Decline Status, Basic Credit Card Info)

3) Payment Method PayLater (ie. Pay By Phone/Mail)
a) No emails, manually processed by Website Owner

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You can control where Order Emails Confirmations are sent in the following location:

COOLSite Admin Area - Configuration - General

Order Confirmations (how Order Confirmation emails are sent)
1) Send FROM this address when sending TO CUSTOMER: (typically your main business email)
2) Send TO this address when sending to ME: (typically your main business email)
3) Send a copy of the items ordered to: (usually used for sending a copy to a drop shipper)

How to configure the Shopping Cart

Thu, 08 May 2008 20:34:57 GMT

STEP 1

In your admin area under My Catalog choose Configuration > General. This will give you COOL Cart Preferences.

E-Commerce
This option has a checkbox that, once selected, activates your sites shopping cart area below your products and allows you to take orders. If you do not have this selected, you will still be able to view your products but you will not be able to place an order and check out. Also, there is a checkbox for Show "View Cart" link on website navigation menu.

Order Conformations
This section has two areas: Order Confirmation E-mail From Address and To Address. This information is used to configure where you want your product order information sent. You will need to input a valid e-mail address such as, sales@yourdomain.com. The “From:” Address is what the customer sees and is a verification of an order email sent after the order has been completed. The "To:" address is sent to you and is where all of the order information is sent to including products purchased and customers contact info for orders that were placed on your site.

Orders Confirmation Page
Once a customer submits the order, they will be redirected to this page on your site. You may choose any page in the drop down box for them to be redirected to.

Checkout Instructions
You will have to activate this with the checkbox. Enter instructions below that your customer can reply to about the order or specific products. These instructions will show up in the checkout area and will have a text box below for customers to respond. The text your customer enters will be added to the order details page.

Note: When you are finished making changes click ‘Submit’ at the bottom.

STEP 2

In your admin area under My Catalog choose Configuration > Payment Methods. This will give you Select Your Payment Methods

You can choose from Credit Card, Mail in Payment, Online Check, and Pay by Phone.

Selecting a Payment Method
Click the check box to the left of each payment method you would like to use.

Payment Instructions
To the right of each payment method you can enter instructions which will appear during checkout once that payment method is selected.

Click the "Submit" button at the bottom when finished.

STEP 3

In your admin area under My Catalog choose Configuration > Sales Tax. This will give you Sales Tax.

Sales Tax
Click the checkbox for Charge Sales Tax. This will add sales tax to the product total only.

Sales Tax for Shipping
Click the button for one of the following.

Auto: (Suggested) Sales Tax for Shipping will be added to orders where the local laws require it.
Yes: Sales Tax for Shipping will always be added.
No: Sales Tax for Shipping will never be added.

Selected States
This is the area where you are able to choose which states you want to charge sales tax in. You may need to contact your state tax agency to determine what tax you should apply. Once you have decided which state to charge tax in, single click on that state in the left “Available States” area and highlight them. You can hold down your “Ctrl” key on your keyboard to select multiple states or you can select them and move them on at a time. Once they are selected, click on the “>>” button to move them over. To remove a state choose the state under ‘Selected States and click the “<<” button.

Configure each state
Once you have selected your state(s) you can configure them by the following:

Automatic: (Suggested) Sales tax will be computed automatically based on buyer's shipping address.
Custom: Use this option if you want to charge a fixed Sales Tax rate based on buyer's shipping address in that state.

Note: When you are finished making changes click ‘Submit’ at the bottom

STEP 4

In your admin area under My Catalog choose Configuration > Payment Processors. This will give you Real-Time Payment Gateways.

Select Payment Processor
You can only activate one credit card processor at a time. Click the radio button for the one you wish to use.

Authorize.Net
Click the checkbox the right of activate to enable Authorize.Net. Enter in your Login and Password for your Authorize.Net account.

Pay Me Now
Click the checkbox the right of activate to enable Pay Me Now. Enter in your Account ID for your Pay Me Now account.

Note: Click the "Submit" button when finished.

Newest KB Articles in Shopping Cart

Check Out Process (EMAIL MESSAGES)

How to configure the Shopping Cart