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Add an E-Book only ISBN to the TX-MF

Adding an E-Book only ISBN to the MF

As times are changing, there are now titles that are only available as an e-book option normally referred as EISBN. These can be added to the system but there are a few items that need to be set correctly so that only the e-book will be an option.

When creating the ISBN in the mf record, setting the record as below will prevent the New/Used options from displaying on the website and when selling the ISBN, only the E-Book option will be available on the register.

  1. in the New/Used Class you need to use the E-Book class code that you have setup.
  2. New Price needs to be BLANK or NULL (NOT 0.00)
  3. Used Price needs to be BLANK or NULL (NOT 0.00)

Once the MF record has been created then you can attach the ISBN to the courses the same as always. When adopting the title to courses/sections you will need to set the QTC to 0 to prevent the system from trying to order quantities through wantlisting or through publisher orders. (You may want to edit the ‘Order Exceptions’ and ‘Exclude from BB’ options in the MF record to make sure that the title is not added to a wantlist/PO and excluded from all BB options.)

If the title was created via some kind of course/book import then you will need to edit the MF record as directed above.

Set the E-book UPC codes up as normal. If you create the E-Book only ISBN then the next time you download your E-Book list from your vendor then the UPC/Selling periods will be created the same as they are with a standard ISBN.

 

 

 




GM WEB TAGS

GM WEB TAGS 

Web-Tags is a new webstore feature that allows customers to filter items within their webstore selections. For instance, if a customer accesses a clothing catalog, they may want to filter the items to only display the items that have the color and size they are looking for. 

Web tag categories are the objects a user can select to filter on, e.g. Size, Color or Fabric and include a list of values such as Blue, Red, Large, Small, Cotton, or Polyester to filter on. These Blue, Red, Large, Cotton, etc. options are called tags. 

Note: there is no required sequence for creating Web-Tags and categories. You can create a new category first or create the Web-Tags first 

Web-tag category maintenance is used to manage what categories a tag is associated with or to.   

Here are some naming conventions to follow  

  • Underscores are converted to spaces DRESS_SHOES = DRESS SHOES 
  • Special characters should not be used in naming Web-Tags or categories 
  • Keep in mind, the names of the categories will be displayed as a drop down Keeping the names short will be ideal.

When attaching Web-Tags to a matrix item, the tag needs to be added to the Parent item only, do not add the tags to the child items. 

Note: there is no required sequence for creating Web-Tags and categories. You can create a new category first or create the Web-Tags first 

Adding a non-existent tag label to a tag category will create the new tag
Adding a non-existent tag category to a tag will create the new category 

To use GM WEB Tags you will need to create the Web-Tag categories and the Web-Tag labels. 

Log to POS.26.6.1 to enter/modify a Web-Tag Category.

  • Tag Category– Enter in the new tag category or select the ?? to edit an existing category.  
  • A category will be a way to group your tags such as Size or Color. 
  • You would create the category of Color and then in the next section where you create the Tag, each of the colors you create would be associated to the category. 
  • TAG– Enter or select the tag to associate to the Tag Category. 
  • SortBy– Enter a number 1-? to indicate the sequence that you would like to sort them by. This will affect the display sequence within the Webtag/Category filter display. If you leave the ‘SortBy’ field blank then they will be displayed in alphabetical order. 
  • HexColor– If this is a color associated field then you can enter the ‘HexColor’ code to help identify the color. You can only enter the ‘Hexcolor’ if the Tag Category is COLOR.

The color will be displayed when you click on the color tag on the web site. The ‘Hexcolor’ will only be displayed if the Tag Category is COLOR, otherwise the swatch will not be displayed. 

Log to POS.26.6.2 to enter/modify the Web-Tag Tag Maintenance.  

Web-Tags -these are going to be the options that you can click to filter items in the webstore 

  • Web Tag– Enter/modify the web tag label to use. (If a tag already exists that tag information will appear) 
  • Color field– Enter the color code if this is associated with a color. The color will be displayed when you click on the color tag on the web site. Entering the ‘hexcode’ in the Color field display the color swatch next to the color name as seen below.
  • If you have entered a Tag in the Tag Category Maintenance, then it will be available here and it will display the Category that it was assigned to. 
  • You can also set the ‘SortBy’ attribute which is the order in which the tag will appear in the dropdown menu. If left blank the webstore will simply sort by alphabetical order. 

Adding Web-Tags to GM items.

Now that the tags have been created, you will need to go to GM > MF to add the tags to the items. 

  • Log to GM.MF, enter a SKU that you want to add the web tags to.
  • Select W=Web to go to the web maintenance screen.
  • You will see a new section called Web-Tags.
  • Select the ?? to display the list of tags and select the one you want to add to this item
  • Repeat for each of the tags you wish to add to this item.

When you go to the website, and after you select a catalog on the left, you will then see the tag categories that you can click and select to filter the results by. 

Selecting multiple filters will result in only displaying the items that meet all the filters selected. If you do not see any results, then remove some of the filters that you have selected. 

it will aggregate filters within a category then filter down when you select a filter in a different category 

So, if I select 4 different colors, it will show me all the items that have any of those colors, but then if I pick a size, it will show me the items of that size that are any of the 4 colors. So, if I choose medium, it will show the mediums that have any of those 4 colors 

 

 




GM WEB TAGS

GM WEB TAGS 

Web-Tags is a new webstore feature that allows customers to filter items within their webstore selections. For instance, if a customer accesses a clothing catalog, they may want to filter the items to only display the items that have the color and size they are looking for. 

Web tag categories are the objects a user can select to filter on, e.g. Size, Color or Fabric and include a list of values such as Blue, Red, Large, Small, Cotton, or Polyester to filter on. These Blue, Red, Large, Cotton, etc. options are called tags. 

Note: there is no required sequence for creating Web-Tags and categories. You can create a new category first or create the Web-Tags first 

Web-tag category maintenance is used to manage what categories a tag is associated with or to.   

Here are some naming conventions to follow  

  • Underscores are converted to spaces DRESS_SHOES = DRESS SHOES 
  • Special characters should not be used in naming Web-Tags or categories 
  • Keep in mind, the names of the categories will be displayed as a drop down Keeping the names short will be ideal.

When attaching Web-Tags to a matrix item, the tag needs to be added to the Parent item only, do not add the tags to the child items. 

Note: there is no required sequence for creating Web-Tags and categories. You can create a new category first or create the Web-Tags first 

Adding a non-existant tag label to a tag category will create the new tag
Adding a non-existant tag category to a tag will create the new category 

To use GM WEB Tags you will need to create the Web-Tag categories and the Web-Tag labels. 

Log to POS.26.6.1 to enter/modify a Web-Tag Category.

  • Tag Category– Enter in the new tag category or select the ?? to edit an existing category.  
  • A category will be a way to group your tags such as Sizeor Color. 
  • You would create the category of Color and then in the next section where you create the Tag, each of the colors you create would be associated tothe category. 
  • TAG– Enter or select the tag to associate to the Tag Category. 
  • SortBy– Enter a number 1-? to indicate the sequence that you would like to sort them by. This will affect the display sequence withing the Webtag/Category filter display. If you leave the SortBy field blank then they will be displayed in alphabetical order. 
  • HexColor– If this is a color associated field then you can enter the HexColor code to help identify the color. You can only enter the Hexcolor if the Tag Category is COLOR.

The color will be displayed when you click on the color tag on the web site. The Hexcolor will only be displayed if the Tag Category is COLOR, otherwise the swatch will not be displayed. 

Log to POS.26.6.2 to enter/modify the Web-Tag Tag Maintenance.  

Web-Tags -these are going to be the options that you can click to filter items in the webstore 

  • Web Tag– Enter/modify the web tag label to use. (If a tag already exists that tag information will appear) 
  • Color field– Enter the color code if this is associated with a color. The color will be displayed when you click on the color tag on the web site. Entering the hexcode in the Color field display the color swatch next to the color name as seen below.
  • If you have entered a Tag in the Tag Category Maintenance,then it will be available here and it will display the Category that it was assigned to. 
  • You can also set the SortByattribute which is the order in which the tag will appear in the dropdown menu. If left blank the webstore will simply sort by alphabetical order. 

Adding Web-Tags to GM items.

Now that the tags have been created, you will need to go to GM > MF to add the tags to the items. 

  • Log to GM.MF, enter a SKU that you want to add the web tags to.
  • Select W=Web to go to the web maintenance screen.
  • You will see a new section called Web-Tags.
  • Select the ?? to display the list of tags and select the one you want to add to this item
  • Repeat for each of the tags you wish to add to this item.

When you go to the website, and after you select a catalog on the left, you will then see the tag categories that you can click and select to filter the results by. 

Selecting multiple filters will result in only displaying the items that meet all the filters selected. If you do not see any results, then remove some of the filters that you have selected. 

it will aggregate filters within a category then filter down when you select a filter in a different category 

So, if I select 4 different colors, it will show me all the items that have any of those colors, but then if I pick a size, it will show me the items of that size that are any of the 4 colors. So, if I choose medium, it will show the mediums that have any of those 4 colors 

 

 




EDIT SUBJECT LINE ON WEBSTORE EMAILS

EDIT SUBJECT LINE ON WEBSTORE EMAILS

When a web order is received, if you have enabled the parameter to send out notifications when received, then an email will be sent to the customer to let them know that you have received their order. For that email the subject line is hard coded to be ‘Order Received’ and you could not change that.

Likewise, when you process an order, an email is sent to the customer with the details of the order. The subject could be modified for this email, but it was limited to just static information enter in the “Subject” line in POS.26.5

You now can modify the subject line for both emails and include the customer’s confirmation # in the email.

  • Log to POS.26.5 “Email Parameters”
  • Select T=Mail Text from the bottom prompt.
  • In each of the sections, select the right arrow to highlight the lines and then select ‘Ins’ and enter 1 to create a new line at line 1.     
  • On the new line enter ‘SUBJECT: ‘ this must be the word “SUBJECT” followed by a ‘:’ and a space then you can type what you would like the subject to be.  You can also include the keyword =CONFIRMATION to include the confirmation #
    • SUBJECT: This is the new subject line for order submitted confirmation =CONF

Once that is done for the section to send the order received confirmation then hit enter until you get to the next section for ‘Order is shipped’ and repeat the steps above and modify the subject matter to be similar to the example below.

SUBJECT: Order =CONF has been processed




TEXTBOOK EXPORT

TEXTBOOK EXPORT

Sometimes you may need an Excel type of file listing all of the courses and textbook information that is associated to a term. You can achieve this by running the Textbook Export report that is located in TX>RP>6>21.

The screen will look similar to what you see below, and you can select which fields to include on the report and in which order they should be listed.

To begin you need to enter in the

  • Store and Term – if you are running for an open term then you can use the ?? to select an open term but if you are running this for a closed term then you will need to type in the term code and then, on the right side near the top, enter a ‘Y’ in the “History” field.
  • Dept/Course – If you wish to only list the information for a particular Dept/Course then enter that, otherwise leave these blank to include all Dept/Course information for the entered Term
  • File Path – Enter a ‘T’ in the field to send the report to the terminal.
  • File Name – Leave the field blank, this is only used for locations that have their own server.
  • Use Decimals – Enter a ‘Y’ to include a decimal in the price fields.
  • Use Headings – Enter a ‘Y’ to include a line for the heading, if left blank then there will be no heading line.
  • Delimiter – Use the ?? to choose which delimiter you wish to use, if you leave it blank then a pipe ‘|’ delimiter will be used.
  • History – Enter a ‘Y’ in the field if the “Term” that was entered is a “Closed” term.

For the area labeled as ‘Include on Report’, each field is required to have an entry. You can enter in an ‘N’ to exclude the field in the report or enter a ‘Y’ to include the field and they will be in the order as displayed.

You can also enter the placement order that you would like the fields to be positioned in the report, so if you enter a 1 in the “Department” field then that will be the 1st column in the report and whichever field you enter a 2 in to will be the 2nd field in the report.

When all fields have been filled out, select the R=Run Procedure from the bottom.

The report will display to the screen as seen below.

Select the save icon    from the tool bar to save the report and select the location of your choice and make sure that you change the ‘Save as type’ to “Text Files”.

For additional help in importing the in to Excel then please use the link below.

https://tcs-training-wp.azurewebsites.net/dwkb/getting-a-report-into-excel/

 

 




Redshelf Import Process

Redshlef Import Process

 

To import your Redshlef file to update your E-Books you will need to follow the following steps.

Create your list of titles and send to Redshelf, this is normally done by running the TX.QB REDSHELF report and then emailing the list of titles to your Redshelf representative or customer service.

Redshelf will send back an email with a link to the file download, the email will look similar to the one below.

On Tue, Jun 8, 2021 at 8:04 AM Alexandra Luna <firstname.lastname@redshelf.com> wrote:

TCS Team,

Here is the file for import:

http://redshelf.attachments.virdocs.com.s3.amazonaws.com/catalogue_store_2021-40_ebook_list.csv_#######.tsv.

Representative

 

Next you will log to TX.27.1 (RedShelf Import) and fill out the fields

  • Enter/Select the store you wish to import for, if you want the import to be active to all stores then enter a ‘*’ in the store field
  • Enter/Select the vendor code for Redshelf, this is usually just a ‘R’.
  • Enter/Select the correct Ebook Class used in your store.
  • Enter in the Access Periods that you want to have available for these ebooks
    • Common day count periods are 60, 90, 120, 180, 360,365
    • ALL can be used for all data
    • P is for Purchase or Lifetime
    • Examples:
      • Commas are used to create a list of options
        • 90,120,P
        • Imports for 90 day, 120 day and Lifetime (Purchase)
      • A forward slash is used as an OR option
        • 90,120/180, 360/365
        • Imports for 90 day, 120 when available or 180 as a fallback option, 360 days or 365 as a fallback option.
  • Copy the URL from the email that you received from RedShelf and paste that in to the ‘Download URL’ field
  • Select the ‘R’=Run process

You should see a successful message similar to below.

Once that is done you can run the ‘Batch Print Labels’ (TX.27.2) you will get a prompt to print labels for ‘All’ or ‘Updates Only’ or ‘Exit’

You can also run a report to see a list of all of the Ebooks for a selected store, this will list the Print ISBN, Author, Title Ebook UPC, Ebook Price, and Rental Period.  See example below.

 




Update Item Costs To All Stores

  • In GM Master File (MF) maintenance, bring up an item.
  • On the bottom options row, select the ‘UP=UpPrices’ button to update the cost, for the item displayed, from Store 1 to all other stores. The update will only update from store 1 to other stores. When you select the option, the process will run without any further input from the user.




Rental Customer Information Lookup

Rental Customer Information Lookup

When you look up a customer for rental or for rental drop off you will see some additional information on the search display screen.

  1. If a customer record has ever had a rental, then a ‘Y’ will appear under the “Rnt” column
  2. If the customer currently has a rental that has not yet been returned, then a “*Y” will show, again, this is to indicate that the customer record currently has an outstanding rental



Add Image to a Fee Code

Add Image to a Fee Code

If you need to add an image to a Fee code so that you can display that online then

  • Log to POS.22.23 “Fee Code Maintenance”
  • Enter in the Fee Code
  • Enter the image name in the Image Id: field just like you would enter the image name in the GM-MF image name
  • Upload the image the same as you would a GM image.



Web Order Confirmation Status Display

Web Order Confirmation Status Display

To view the current status of a customer confirmation number

  • Log to POS.26.26 “Web Order Status”
  • Enter in the confirmation number

  • You will see 3 columns, ‘Open Order’, ‘Closed Order’, ‘Associated Sales’
    • Open Orders will display the open order, select O=Open Orders and then the line number with the confirmation # to see detailed information about the order.
    • Closed Orders will display if the order has been completed or if it has been deleted. If you select that option, then it will display the information from the original order.
    • Associated Sales will list all of the ‘Sales’ that are associated to the confirmation number, so if the customer ordered 5 items and each item was sold on a different register transaction then there would be 5 associated sales. Select the S=Associated Sales and then the line number to view detailed information about that transactions.