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Interchange Tutorial

With the web interface you can create your own store, we can also customize Interchange for your use. We are currently running version 5.2.0. This is a high end product which uses product, pricing, and shipping databases to support complete order entry, and can also interface to your order fulfillment system. Please visit the Interchange site for a complete description of its capabilities.

* How do I change the store Icon?

* How do I change the basic store color styles?

* How do I download and work with my products list?

* How do I upload my products list when I am finished editing it?

* How do I update the menu on the left to reflect my products (Ie. change the category list)?

* How do I set up Tax and Shipping Tax?

* How do I receive orders and take payments (Encrypted Mail Setup) ?

* How do I change the e-mail address where orders are sent?

  

 How do I change the store Icon?
Step 1. Log into the Interchange administration screen. From there click the Miscellaneous tab.

 

Step 2. Then click on the Upload/Download Images link.

Step 3. Select the blueyellow directory. ** Note if you change your color style later, you will have to change your icon again!

Click the Step 4. Click the UP triangle next to logo.gif

Step 5. Select your company logo with the browse button, and click upload.

Your new Store Icon should now appear on your site.

 How do I change the basic store color styles?
Step 1.Log into the Administration screen and click the Tables tab.

Step 2. Scroll down to the variable  table. Click It.

 

Step 3. Scroll Down to the bottom of the page and click the Last link.

 

Step 4. Click on the STYLE Field.

 

Step 5. Select your preferred Theme from the theme Drop-Down box, click OK.

 

Step 6. Click "Apply Changes", to reload your store. You have successfully change the color theme for your store.

 

 

 
 How do I download and work with my product list?

Step 1. In the Administration screen click on the Tables tab.

Step 2. Go to the Products Table, and click the Export Button

Step 3. Select Tab Delimited as your export format. Enter the name of the file you wish to export to ( myProducts.txt in our case), click Export.

 

Step 4. You should see a successful export of the current products on your screen, show below.

 

Step 5. Click the Miscellaneous Tab, and Follow the General File Transfer Link.

 

Step 6. Select the products Folder.

 

Step 7. Click the download button next to myProducts.txt (Or the name of the file you exported your products to.)

 

Step 8. Load up the Products list into a spreadsheet. Click the Data menu Item, go to the Get External Data option
and select the Import Text File option.

Step 9. Select Tab as the only delimiter and the " as the delimiter. Click Finish.

Step 10. Click OK, to import the data.

You May now work with the sample store Items and get to know the format. If you want a more basic Data set

you may download our Very Simple Product Database.

 

 How do I upload my products list when I am finished editing it?
Step 1. In excel when you are done editing the file, click "File -> Save As".

Step 2. Enter the File name, and select save as type "Text (Tab delimited)", click Save.

Step 3. Log into the Admin screen, click the Tables tab, click the Import button on the Products table row.

Step 4. Make sure the Table Name is products, Select your products file to import, If you want to completely replace what is in the products table

select: replace existing items and check "allow delete". Click the Import button when ready.

Step 5. Confirm that there were no errors. *** The Categories on your main page will still not be updated, you must populate them, see below!

 

 

 How do I update the menu on the left to reflect my producs (Ie. change my category list)?
Step 1. Log into the admin screen. Click the Miscellaneous tab. Click the "Layout Editor Auto-populate" Link.

Step 2. Select the products table as the source table, Choose YES, question 8 otherwise you will get duplicate categories. Click Populate.

Step 3. Go back and view your store it should reflect the changes.

 How do I set up Tax and Shipping Tax?

1. Click on the Administration tab, then the Commerce tab, then click the blue "plus" sign.


2. You should see the following screen.

 

3. Enter the state, and the tax rate in their fields. If shipping is taxed, check the Apply tax to shipping charge box, then click Update.

   

 How do I receive orders and take payments?
Interchange has many features, such as advanced payment gateways to credit card processors.
Those are beyond the scope of this tutorial, however we will show you how to get orders via Encrypted E-mail.

Step 1. Log into your website control panel, and run the GPG Wizard, MAKE SURE to run the wizard with the using Interchange Option.

Step 2. Click the Administration Tab, Click the Encryption link.

Step 3. Click the PGP_KEY link.

Step 4. Select your e-mail address from the Interchange Keyring and click OK.

**note that while you can select another persons e-mail address, you will not be able to read any messages sent by it.

 

 How do I change the e-mail address where orders are sent?
 Step 1. Click on the Administration Tab, and click the Order link.

Step 2. Click the ORDERS_TO link.

Step 3. Change the Preference value to the mail account you want orders sent to.

You are all set to take orders at your new mail address.

 


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