The Setting area allows users to manage profile information, contact details, configuration for delivery, delivery parameters, change company logo, etc. To make changes to the Settings, click on the link “edit SETTING”.

Returning Limit
After an order has been shipped out, there is a period within which the shopper can return the order if the products are defective or if he/she decided that for whatever reason that the order is not suitable. The “Returning Limit” defines the total numbers of days between the time the order has been shipped and the time when the order is allowed to be returned.

Store Pickup Method
This is the delivery method that is designed for sales made through a retail store or online with the customer picking up the order at the retail store. For CartSmith this is the shipping method that will not subject the shopper a shipping & handling fee.

Repending Method
In the event that an order should be replaced, this field defines the default shipping method that will be used for sending out of the replacement items.

Accept Expiry Refresh
After an order has been received and replaced, this field defines whether the “Returming Limit” of the replaced order is refreshed or not. (e.g. if a shopper purchases an order, he/she is given 45 days within which to return the products for whatever reason, after 7 days, the shopper decides to return the products for replacement, once the products are replacement products are sent out, the “Accept Expiry Refresh” defines whether the shopper is given another 45 days within which to re-return the purchased item(s) or not)

Decline Expiry RefreshThe Setting area allows users to manage profile information, contact details, configuration for delivery, delivery parameters, change company logo, etc. To make changes to the Settings, click on the link “edit SETTING”.

Returning Limit
After an order has been shipped out, there is a period within which the shopper can return the order if the products are defective or if he/she decided that for whatever reason that the order is not suitable. The “Returning Limit” defines the total numbers of days between the time the order has been shipped and the time when the order is allowed to be returned.

Store Pickup Method
This is the delivery method that is designed for sales made through a retail store or online with the customer picking up the order at the retail store. For CartSmith this is the shipping method that will not subject the shopper a shipping & handling fee.

Repending Method
In the event that an order should be replaced, this field defines the default shipping method that will be used for sending out of the replacement items.

Accept Expiry Refresh
After an order has been received and replaced, this field defines whether the “Returming Limit” of the replaced order is refreshed or not. (e.g. if a shopper purchases an order, he/she is given 45 days within which to return the products for whatever reason, after 7 days, the shopper decides to return the products for replacement, once the products are replacement products are sent out, the “Accept Expiry Refresh” defines whether the shopper is given another 45 days within which to re-return the purchased item(s) or not)

Decline Expiry Refresh
After an order has been received and declined for refund and replacement, this field defines whether the “Returming Limit” of the declined order is refreshed or not. (e.g. if a shopper purchases an order, he/she is given 45 days within which to return the products for whatever reason, after 7 days the shopper decides to return the products for replacement, but the merchant decides that the grounds for replacement is inadequate and returns the original item(s), once the returned products are sent out, the “Declin Expiry Refresh” defines whether the shopper is given another 45 days within which to re-return the purchased item(s) or not)

Default No of Rules
When defining the shipping rates for the various shipping methods and their routes, the Default No of Rules defines the default number of rules that will appear on the page.

Max Rules
When defining the shipping rates for the various shipping methods and their routes, the Max Rules defines the maximum number of rules that will can be added for a particular rule.
 
After an order has been received and declined for refund and replacement, this field defines whether the “Returming Limit” of the declined order is refreshed or not. (e.g. if a shopper purchases an order, he/she is given 45 days within which to return the products for whatever reason, after 7 days the shopper decides to return the products for replacement, but the merchant decides that the grounds for replacement is inadequate and returns the original item(s), once the returned products are sent out, the “Declin Expiry Refresh” defines whether the shopper is given another 45 days within which to re-return the purchased item(s) or not)

Default No of Rules
When defining the shipping rates for the various shipping methods and their routes, the Default No of Rules defines the default number of rules that will appear on the page.

Max Rules
When defining the shipping rates for the various shipping methods and their routes, the Max Rules defines the maximum number of rules that will can be added for a particular rule.

It is necessary to define the delivery destination (under Country), the shipping methods (under Shipping Methods) and the warehouse locations (under Warehouse) before defining Shipping Rates. The Shipping Rates section allows the merchant to defines the shipping rates for the various shipping methods to the various countries to which deliveries are offered.

When adding a Shipping Rate, the Route refers to the source of the products (defined by the Warehouse) and the destination where the products will be sent (defined by the Country). The Method refers to the shipping method (defined under the Shipping Method section) which usually refers to the name of the Shipping Method. (e.g. UPS, Fedex, Standard Registered Mail, etc.)

The total Shipping Rate of a shipment can determined by two parameters:- (i) Weight of the total order and (ii) Price of the total order. Under the section “Charge Rules”, the amount will refer to the total weight if the Weight parameter is chosen and the total price if the Price parameter is chosen and the Charge refers to the monetary amount charged for a particular rule.

The “Add Rule” link offers the ability to add additional rules for definition.

If the merchant wishes to submit the following shipping rates:-

Total Order Amount  Cost of Shipping
US$ 0 – 50            US$ 10
US$ 51 – 99          US$ 20
US$ < 100             US$ 0

The merchant shoul enter the following information:

Determined By : Price

Rule 1: Amount : 50           Charge: 10
Rule 2:  Amount : 99          Charge : 20
Rule 3:  Amount : 100         Charge : 0

Note that the default currency must be set to US$ before proceeding.

The country section determines the list of countries that orders will be delivered to.

It is necesary to define all of the warehouses where physical stock will be stored before defining the countries, because when adding a country it is necessary to identify which warehouse will deliver to that particular country first.

To add country, click on the link “ADD country” link and within the “Country Name”, enter the name of country that will be covered and then choose the warehouse name that will fulfill orders to this country.

CartSmith is offers a multi-currency shopping environment. The default currency should be the first currency added and whose value should be 1.00, the default currency can be any currency whatsoever. To add a currency, click on “ADD currency”.

Code
Defines the three-letter code of the currency (e.g. US Dollars is USD, Hong Kong dollars is HKD and British Pounds is GBP)

Symbol left
For some currencies the currency symbol precedes the monetary amount and is placed to the left (e.g. US dollars the left symbol is $ or US$, Hong Kong dollars is $ or HK$, etc. ) If the currency symbol should come after the monetary amount, this field should be left blank.

Symbol Right
For some currencies the currency symbol follows the monetary amount and is placed to the right (e.g. French Francs the right symbol is F or FF, Deutsch Mark is DM or DEM, etc. ) If the currency symbol should come before the monetary amount, this field should be left blank.

Decimal Right
Defines the symbol used for the decimal place. In most countries, it is denoted by a full stop but there are certain european countries where the decimal place is denoted by a comma. (e.g. for French Francs the Decimal Right will be a “,” whereas for Hong Kong dollars the Decimal Right will “.”)

Thousand Point
Defines the symbol used for the thousand separator. In most countries, it is denoted by a comma but there are certain european countries where a full-stop is used instead and in Sweden a space is used.

Value
Defines the exchange rates of the currency against the first currency added which is defined as 1. (e.g. If the first currency added is Hong Kong dollar, it’s value will be 1 and subsequently if US dollar is added next the value will be 0.1282)

The Latest Orders section contains all of the latest orders waiting to be delivered. As soon as a shopper places an order on the merchants website, their order will immediately be shown here.

Merchants can fulfill all outstanding orders made prior to a given time, by first selecting the Year, Month, Day, Hour, Minute and Second and then by clicking on the button “Cut Off”.

After a new window popped up, two links will be shown namely the “Checklist for this batch of Orders” and “Invoices for this batch of Orders”, above which will be the cut-off time for when the cut-off’s were made.

Checklist for this batch of Orders
This generates a checklist of all the latest unfulfilled orders, it is intended that this list be print out so that the relevant personnel can carry out the fulfillment process and use the checklist to tick off all the orders and record the necessary delivery information for each order on the checklist.

Invoices for this batch of Orders
This will show all of the invoices for the latest unfulfilled orders. There is a print button at the top right hand corner of the page that allows all invoices to be printed out in one sweep. The Page breaks have been embedded in between each invoice so, you do not need to worry about all of the invoices being printed out incorrectly

After sending
Once orders are sent out using a particular shipping method, each shipment will have associated with it a tracking number. The tracking number may be then be entered into the Tracking No column
 
Upon submitting the tracking number for a particular order, a confirmation window will pop-up requesting the administrator to confirm the Delivery ID which can be done by pressing Submit. After confirmation, to close the window, click on the “Done” link. After the event, an email will be sent to the shopper informing them that the order has been shipped and the corresponding Delivery ID of the shipment.

The Add Invoice function is designed for off-line orders, by clicking the link “ADD Invoice” a pop-up window will be generated. There are 4 steps that need to be completed for creating the invoice. (1) Choose Member, (2) Choose Address & Shipping Method, (3) Add Products and (4) Print Invoice.

(1) Choose Member
To create an invoice, it is mandatory for the shopper’s email address to be known.

If an invoice is created for an existing member, their email addresses can be entered into the box at the top of the page.

If the shopper’s email address is not known, a database search can be made to try to find the member to see they exist in the database – this is done on the right hand column where the search fields maybe added.

If the member does not exist, they can be added under the left column under “ADD Client”; it is only necessary to enter in the email address and if other information about the shopper is available, they maybe added too.

(2) Choose Address & Shipping Method
It is necessary to choose both shipping and billing addresses if the order is to be delivered to an address outside of the store; if the “Store Pickup” option is choosen, neither the shipping nor billing addresses are necessary.

All past addresses used by members will be stored and may be found using the select box. The merchant may choose the shipping and billing addresses; if the merchant then chooses “Store Pickup” under Shipping Method then it is not necessary to submit shipping or billing addresses.

(3) Add Products
The merchant can add products to the invoice by scanning bar-codes of products using a bar-code reader. Alternatively products may be added using a product search feature that appears in the right-column of the page under “Search Products”, the “Search On” field allows users to look for products within a particular product category and/or refine the search further by including keywords of the products.

After the product search is carried out and if there are results returned products, they can be added to the invoice when clicked. Once added, the quantity may be changed in the left column under Cart Contents.

Once all the items have been successfully added to the invoice, the merchant should click “Next >” at the bottom of the screen to proceed to the final stage of the ADD Invoice process

(4) Invoice Generated
At the final stage of the ADD Invoice process, the merchant may add a discount to the overall invoice by clicking on “Add Discount” and print out the invoice by clicking “Print Invoice”.

To add another invoice, the merchant may click on “Add Another Invoice”.

Under the Return Order section, all of the orders fulfilled in the last 45 days will be displayed – the rationale is that orders made a year ago should not be returnable. The exact length of time allowed for users to return an order can be configured under > Configuration > Settings > Returning Limit.

When an order is returned, the merchant should click the “Go” button corresponding to the order that is being returned.

(1) Fill in Request Form
At the top of the form, the merchant should fill in the date on which the order is returned, what the member would like done to the return order, whether it should be replaced or refunded.

Below which there is a comment field, in which the members’ comments may be added.

On the left hand column, the items and the quantity that have been returned should be filled out.

(2) Action of Returned Items
The merchant may decide whether the members request for refund or replacement be accepted or declined. If declined the merchant should also enter within reason box the reason for declining an order.

Click on the Next at the bottom right side of the page to continue

(3) Process Results
This is a confirmation page for the return order, if the item(s)  is to be replaced, the items will appear under the Replace orders section queued for resending at the next fulfillment cycle. If the item(s) have been declined for replacement and refund, they will be put back into the Latest Orders section where the returned items will be shipped back to the member. If the returned items are approved for refund, they will be placed under the Refund Orders.