Setup my eCommerce profile

Learn how to setup your eCommerce profile in Catalog Navigator.

First, login

Login to your account and select “Profile Manager” as your tool. After logging into Profile Manager you'll see tabs across the top left corner. Let’s go through each one of these.

1. Manage Profiles

The first tab is “Manage Profiles.” It’s a summary of all your settings. Most ecommerce customers will have one profile: the master profile. If you're a company that has maybe two different divisions or representing your Catalog Navigator data in two areas you might have two unique ecommerce profiles.

2. Contact Info

Let's go to the next tab, “Contact Info.” It's important to fill out the information in this tab completely. The contact info you fill out here appears on the confirmation page after a customer submits an order and it also appears in order status email notifications sent to the customer.

3. Payment

Next, let's go to “Payment.” There are various payment methods available for your ecommerce profile. 

To turn on each payment method you need to navigate to the “Payment Providers” sub-tab. Select a payment method, hit “Go,” and make sure you check “Are you processing (selected payment method) transactions.” For each payment method, there's different information to fill out. 

Once finished adding payment methods, go back to the “General Settings” sub-tab to set the minimum order amount required during checkout.

4. Export registered user data

Let's navigate to the “Shipping” tab. In the first sub-tab, “General Settings,” you'll need to fill out the form to generate accurate calculated shipping for your products. 

First, you need to activate “Calculate Shipping” by clicking the box. Make sure you enter the “Default Shipper and Ship From Location” information, this will help with calculated shipping. You can also select specific states, provinces, and countries that you do not wish the ship to. If there's more than one place in each section hold down the control button while selecting. 

You can define shipping methods by clicking on the sub-tab “Select Shipper.” Under Select Shipper, you'll see various shipper options. You'll have to select each one, hit “Go,” and then click the “Enable (selected shipper) Shipping” to activate calculated shipping. Under each shipping provider, you can choose multiple services. Also, if you have an account with these shippers you can enter that information for better calculations, especially if your account has reduced rates. 

If you turn on calculated shipping and have selected shippers, please note for calculations to work properly you need to also make sure that the item or product line in your Catalog Navigator has supporting information. This would include at least:

  1. Shipping weight
  2. Activating the shipping calculator

To do so, navigate to Catalog Manager beta and then to a product line or an item. Look at the ecommerce tab. Toggle the “Include in Shipping Calculator” button to “Yes.” You also need to make sure that there is a shipping weight provided. If you're able to provide additional information like height, width, and length of the shipping, it'll improve the calculation.

During checkout, you'll see a zip code field and an “Estimate” button. Using this option, you'll see the various activated shipping methods and prices calculated. If you do not see a price, this may mean that your profile is not set up correctly, or that there is no supporting data within your Catalog Manager beta for that item.

Remember: You must include, at minimum, weight and activate the shipping calculator for this to work properly.

5. Tax

Under the Tax tab, you determine the sales tax. There are a couple of different options here. You can also identify which states you collect sales tax in. Again, if you need to select more than one, make sure you hold down control button and hit “Save.”

6. Attach

The next tab, Attach, simply allows you to decide if your customer can attach a file when submitting an order.

7. Notifications

In the Notification tabs, enter the email that will receive your company’s order notifications. Every time a customer submits an order, the emails here will receive a notification which will prompt you to log in to the ecommerce tools of the order manager or the RFQ manager.

There are various emails that go to the buyer when an order is made. In these fields, you can customize the messaging to them.

8. Terms

In the final tab, Terms, you have the option to activate terms and conditions and make them required. If the buyer does not select “Accept Terms and Conditions” they will get a warning. Terms and conditions can be a text file that you populate here, or you can link to an external location.

That concludes the profile manager. 

Note: If you wish to use real-time credit card processing and need to set up a payment gateway account be sure to contact your Project Manager.