Difference between revisions of "Corporate Web Selling"

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(Account Creation)
 
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==<span style="color:#800000">'''Account Creation'''==
 
==<span style="color:#800000">'''Account Creation'''==
RTS provides corporate offices the ability to sell selected items through the [[Web Reporting]] portal. You'll need an account to log into [[Web Reporting]] first. See how to setup this up here: [[Web Reporting]]
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RTS provides corporate offices the ability to sell selected items through the Web Reporting portal. You'll need an account to log into it first. See how to setup this up in '''[[Web Reporting]]'''.
  
'''Note:'''This account will need to have '''Sell via Web Interface''' privileges. See [[Passwords and Password Groups]] for more information. [[Common Reports]]
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<span style="color:#000080">'''Note: This account will need to have "Sell via Web Interface" privileges.'''  
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See '''[[Passwords and Password Groups]]''' for more information.  
  
 
[[File:SellViaEbInterface.jpg|175px]]<br />
 
[[File:SellViaEbInterface.jpg|175px]]<br />
 
  
 
==<span style="color:#800000">'''Configuring Items'''==
 
==<span style="color:#800000">'''Configuring Items'''==
Next you'll need to configure items to sell. Do this by going to <code>'''Setup -> Concessions -> Web Selling Items'''</code>
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*Next, you'll need to configure items to sell.  
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*Do this by going to <code>'''Setup -> Concessions -> Web Selling Items'''.</code>
  
  
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Once you have added your items you will need to restart the internet sever on your '''SERVER''' machine for your newly configured items to be available. You can do this by going to: <code>'''File -> Other -> Switch to -> Internet Server'''</code> from here click the '''"Restart Internet Server"''' button
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*Once you have added your items you will need to restart the internet sever on your '''SERVER''' machine for your newly configured items to be available.  
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*You can do this by going to: <code>'''File -> Other -> Switch to -> Internet Server'''.</code>  
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*From here, click the '''"Restart Internet Server"''' button.
  
  
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==<span style="color:#800000">'''Selling via the Web Interface'''==
 
==<span style="color:#800000">'''Selling via the Web Interface'''==
With your items configured and your account privileges in order you're ready to sell. Log into web reports and click the '''Selling''' icon.
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With your items configured and your account privileges in order you're ready to sell. Log into web reports and click the '''"Selling"''' icon.
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[[File:WebReportsNavBar.JPG|350px]]<br />
 
[[File:WebReportsNavBar.JPG|350px]]<br />
  
This will take you to the selling screen
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This will take you to the selling screen.
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[[File:WebSellingScreen.JPG|700px]]<br />
 
[[File:WebSellingScreen.JPG|700px]]<br />
  
Here, you have the following fields available to you.
 
  
*'''Sale Item''' - The item you wish to sell<br>
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Here, you have the following fields available to you:
  
*'''Amount''' - The quantity of you wish to sell of the item<br>
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*'''Sale Item''' - The item you wish to sell.<br>
  
*'''Override System Price''' - Enables you to change the price of the sale item (E.g. set a discounted price)<br>
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*'''Amount''' - The quantity of you wish to sell of the item.<br>
  
*'''Price''' - The price of the order<br>
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*'''Override System Price''' - Enables you to change the price of the sale item (E.g. set a discounted price).<br>
  
*'''Add to Order''' - This button adds the selected item to your order<br>
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*'''Price''' - The price of the order.<br>
  
Once you have configured your item, click the '''Add to Order''' button. You can continue the process again to add multiple items to your order.
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*'''Add to Order''' - This button adds the selected item to your order.<br>
  
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Once you have configured your item, click the '''"Add to Order"''' button. You can continue the process again to add multiple items to your order.
  
 
==<span style="color:#800000">'''Completing the Order'''==
 
==<span style="color:#800000">'''Completing the Order'''==
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*Delete the item(s) by clicking the trash-can icon.
 
*Delete the item(s) by clicking the trash-can icon.
  
*Complete the order by clicking the '''Complete Order''' button.
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*Complete the order by clicking the '''"Complete Order"''' button.
  
  
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==<span style="color:#800000">'''Payment Process'''==
 
==<span style="color:#800000">'''Payment Process'''==
Here, you will enter in the credit card information to complete the purchase and click the '''Submit''' button.<br><br>
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Here, you will enter in the credit card information to complete the purchase and click the '''"Submit"''' button.<br><br>
 
[[File:WebSellingHostedCheckoutPage.JPG|350px]]<br /><br />
 
[[File:WebSellingHostedCheckoutPage.JPG|350px]]<br /><br />
  
Once the sale is complete, you will be taken to the order complete page and are provided an order summary. You can also print a receipt with the '''Print Receipt''' button.
 
  
[[File:WebSellingOrderCompleteScreen.JPG|700px]]<br />
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Once the sale is complete, you will be taken to the order complete page and are provided an order summary. You can also print a receipt with the '''"Print Receipt"''' button.
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[[File:WebSellingOrderCompleteScreen.JPG|500px]]<br />
  
 
--[[User:Rd|RD Crocker]] ([[User talk:Rd|talk]]) 20:32, 8 January 2019 (UTC)
 
--[[User:Rd|RD Crocker]] ([[User talk:Rd|talk]]) 20:32, 8 January 2019 (UTC)

Latest revision as of 16:58, 11 July 2019

Account Creation

RTS provides corporate offices the ability to sell selected items through the Web Reporting portal. You'll need an account to log into it first. See how to setup this up in Web Reporting.

Note: This account will need to have "Sell via Web Interface" privileges.

See Passwords and Password Groups for more information.

SellViaEbInterface.jpg

Configuring Items

  • Next, you'll need to configure items to sell.
  • Do this by going to Setup -> Concessions -> Web Selling Items.


WebSellingItems.JPG


  • Once you have added your items you will need to restart the internet sever on your SERVER machine for your newly configured items to be available.
  • You can do this by going to: File -> Other -> Switch to -> Internet Server.
  • From here, click the "Restart Internet Server" button.


FileOtherSwithToInetServerRestartInternetServer.JPG

Selling via the Web Interface

With your items configured and your account privileges in order you're ready to sell. Log into web reports and click the "Selling" icon.


WebReportsNavBar.JPG


This will take you to the selling screen.


WebSellingScreen.JPG


Here, you have the following fields available to you:

  • Sale Item - The item you wish to sell.
  • Amount - The quantity of you wish to sell of the item.
  • Override System Price - Enables you to change the price of the sale item (E.g. set a discounted price).
  • Price - The price of the order.
  • Add to Order - This button adds the selected item to your order.

Once you have configured your item, click the "Add to Order" button. You can continue the process again to add multiple items to your order.

Completing the Order

The Complete Order screen allows you to:

  • Change the quantity of the item(s) by clicking the + or - buttons.
  • Delete the item(s) by clicking the trash-can icon.
  • Complete the order by clicking the "Complete Order" button.


WebSellingComplete Order.JPG

Payment Process

Here, you will enter in the credit card information to complete the purchase and click the "Submit" button.

WebSellingHostedCheckoutPage.JPG


Once the sale is complete, you will be taken to the order complete page and are provided an order summary. You can also print a receipt with the "Print Receipt" button.


WebSellingOrderCompleteScreen.JPG

--RD Crocker (talk) 20:32, 8 January 2019 (UTC)