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

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.

The report will be created with the columns in the same order as displayed on the screen going down the left side the the right. 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 1^st column in the report and whichever field you enter a 2 in to will be the 2^nd 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

To import your Redshlef file to update your E-Books you will need to follow the following steps. This process assumes that the prerequisite steps of exporting your adoption information and sending your list of adoptions to Redshelf have been completed.

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.

Cash Register Parameters and Settings

Print on Demand

Printing on Demand can be setup on Host or Smartlane registers by navigating to the Register Parameters.
Navigation:
Host Register; POS-3-1
Smartlane; POS-5-3-1
Options:
Y = Suppress printing until the cashier chooses to print
N = Print line at a time
E = Print at the End of transaction
EMAIL = Send email receipts (Host Registers only)

**note: Registers parameters are setup on each register. If they are host based registers the parameters on the host connection are used for the register. If you are setting this parameters for a Smartlane registers they will need to be done on EACH of the registers are parameters can be set differently for each register.

The purpose of this article is to cover the steps a customer can take to sell a gift card online.

The general process is to create fee codes at the desired price points, assign them to a a web catalog, and then generate the unique Gift Card/Voucher code when the order has been completed.

Pre-Requisites

1. Determine the desired price points
2. Determine the correct class code
3. If using an image, have the full image name handy

Create Gift Card Fee Code(s)

1. Navigate to POS-22-23 for Fee Code Maintenance and fill out the necessary fields
2. Add a new code (we recommend at least four digits)
3. Enter a description for the gift card
   1. This will display on the website. We recommend stating the value in the description if multiple price options are used.
4. Assign the appropriate Class Code
5. Flag whether or not the purchase is taxable (typically no)
6. Set Factor to 1
7. Enter the desired amount for Default Amount
8. Set the Voucher Code to GC
9. Enter the name of the image to display in the Image ID field (optional)
   1. Be sure to upload any image assigned to the website under the GM Images directory
10. Repeat as needed for each price point

Add Gift Card Fee to Web Catalog

1. Navigate to POS-22-5 and enter the desired Catalog ID
2. Fill out the required fields if this is a new catalog
3. Add the Fee Code(s) created above in the SKU column
4. Save your changes
5. The price points are now available for purchase on the website
   1. Customers can search or navigate through the catalog to get to the item

Order Fulfillment

When processing the transaction, the clerk will process and activate the Gift Card the same as if it was sold in a regular transaction. The only difference is that instead of prompting for a dollar amount, the fee code automatically populate with a dollar amount.

• 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

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

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

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.

It is recommended to add the BI Transaction Type to the keyboard layout or to the Screen buttons or you can manually type in the BI command in the Transaction Type field in the register.

In the Example below I have added the ‘Balance Inquiry’ button to the screen.

Select the ‘Balance Inquiry’ button, Select the ‘Gift Card’ option as a tender and then enter the gift card number or scan/swipe the card as per your normal options.