quick reference guide: safeshop 3 payment manager...
TRANSCRIPT
Quick Reference Guide:
SafeShop 3 Payment Manager Professional
User Manual
1
SafeShop 3 Payment Manager Professional
Quick Reference Guide
TABLE OF CONTENTS
REGISTRATION.......................................................................................................................................................2 SAFESHOP PAYMENT MANAGER PROFESSIONAL ...........................................................................................5
1. FIND MY TRANSACTION ..........................................................................................................................6 2. MANAGE STAGED ORDERS:...................................................................................................................7 3. MANAGE ORDERS....................................................................................................................................8 4. VIEW/DOWNLOAD SYSTEM REPORTS..................................................................................................9 5. CONFIGURE SYSTEM SETTINGS .........................................................................................................11 6. MANAGE SHIPPING OPTIONS:..............................................................................................................17
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REGISTRATION
Before a Merchant is able to access the administrative section of their SafeShop Web Store via
SafeShop 3.1, they will need to generate their own user name and password prescribed by
themselves. On completion of the SafeShop 3.1 commercial contract, the SafeShop 3.1
administration team at MWEB will set-up the necessary store details on the system and set the
merchant up for trade.
The following process will need to be followed in order for the merchant to access the back-end or
better known as the Order Management facility, of their Web store.
Direct your browser to : https://secure.safeshop.co.za
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1. The User Name field would be the merchant’s e-mail address selected in registration.
2. The Password Field must contain the password the merchant has chosen after registration.
3. After the user name and password has been selected, the merchant will then need to click on
login.
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4. At this point, the Merchant can now select their SafeShop Payment Manager Professional store to
administer.
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SAFESHOP PAYMENT MANAGER PROFESSIONAL
The following process will assist the Merchant in managing their store effectively:
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1. FIND MY TRANSACTION
If you would like to find a transaction generated through your store using the quick search facility, type in
either the SafeShop order number or reference number into this field and click on “GO” Find My Transaction will locate your transaction and display it for your reference.
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2. MANAGE STAGED ORDERS:
Here, the Merchant has the ability to view all orders that were “staged” due to perhaps a technical
interruption experienced in the link to the acquiring bank.
Please click on the calendar icon alongside the date field and select a start and end date and then click
on “GO” to list the data.
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3. MANAGE ORDERS
Here, the Merchant has the ability to view the list of authorised or cancelled orders that have been
generated through their E-Commerce store.
Please click on the calendar icon alongside the date field, select a start and end date and then click on
“Go” to list the data.
Once the Merchant has selected the type/s of payment reports they wish to view, the “period” drop
down field would require input as well. A Merchant can choose to print a report for This Month, Today, This Week or Monthly. After selecting the type of report and time frame, the Merchant can
then click on “GO” to retrieve the report.
Keys:
Settled/Shipped: •
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These are transactions/purchases that have been settled and shipped to the shopper.
Credited: These are transactions that have been credited by the Merchant. A credit can be due to
insufficient stock, incorrect product purchase or a shopper returning a product/s that they
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have purchase. A credit will facilitate an electronic credit back to the shopper using the
SafeShop 3.0 system.
Charged Back: •
A charge back is initiated when a shopper purchases an item/s from a merchant and
then physically returns the item/s to the Merchant for a refund. The charge back is
effectively a transaction status change from authorised and settled to charge back.
Although the status of the transaction is changed on SafeShop, the refund of purchase
is a physical action and is not performed by SafeShop. This is feature is currently not
enabled on SafeShop.
4. VIEW/DOWNLOAD SYSTEM REPORTS
Here, the Merchant has the ability to either view or download System Reports. System Reports are
made up of a number of different Commerce reports that are all related to the day-to-day operation of
the Merchant’s Web Store. The Merchant would need to select a report and then click on “GO”. The
reports listed are the following:
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The reporting functionality is made up of a multitude of reports, which offer an array of different
services. In total, SafeShop offers Merchants in the region of about 25 different reports which
includes reports such as:
Order Report – A report presenting all orders that have been generated through your store •
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Sales Report – A report presenting all sales that have been generated through your store
Payment Report – A report presenting all transaction payments that have been generated
through Your store
Payment Download Report – A managed payment report
Success/Failure Report – A report presenting all successful and failed transactions
Transaction Report – A report presenting all transactions that have been generated
Shopper Report – A report presenting all shoppers that have shopped as well as the
transaction Value
Shipper Report – A report presenting a list of all enabled courier services and the value of
each Shipment
Failed Orders – A report presenting all failed orders
SafeTrack – A report presenting transactions, revenue and commissions generated through
associated Shopping Malls
To view the different reports, simply click on the report required, then select the period in which
you would like your report present.
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5. CONFIGURE SYSTEM SETTINGS
The Configure System Settings feature enables a merchant to Configure Their Store, Manage Shipping
Options, Deliver Batch E-Mail to Shoppers and much more structured functionality.
For the purpose of this document, the more important features will be addressed.
Alongside the Configure System Settings field, the following drop down is available:
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Select Configure Store and then click on GO, the following screen will appear: •
5.1 Configure Store:
Please note: All fields that have a * alongside them are compulsory fields. These fields require
compulsory input.
To configure your Web Store constructively, the following fields need to be completed:
Store ID: •
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This is the Store Number MWEB assigns to the store
Store Type: This is the type of SafeShop Store
Store Name: This is the name of the Store
Merchant:
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This is the Merchant’s e-mail address
E-Mail Notification Event: •
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This feature enables the merchant to select what e-mails they would like to receive from
SafeShop, i.e: When a transaction is Authorised, Settled, Credited and when a
Member is Deleted. Simply select the required e-mails by clicking on the request box
E-Mail Notification Intervals: This feature enables the merchant to select the different interval time periods in which
they would like to receive the e-mails. A merchant can receive e-mails as processed, Daily, Selected Day of the Week, Selected day of the Month. Simply identify the required times by selecting the relevant day of the week and date of
the month from the drop-down boxes and then click on the relevant radio button
Does This Store Charge VAT?: This feature enables the merchant enable VAT or not.
Is the Store’s Product Prices VAT Inclusive: This feature enables the merchant to identify whether the products listed in their store
charge VAT or not.
Should Shipping VAT Be Calculated Separately: This feature enables the Merchant to identify whether Shipping VAT should be calculated
separately or not
VAT Registration Number: In order for a merchant to VAT enable their store, they will need to insert their Store’s VAT
registration number
Store Logo For Portals: This field contains the saved HTTP file name and path of the Store’s Logo that will appear
in the subscription based portals
Store Front URL: This field contains the URL/Web Address of the Web Store
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Allow Free E-Mails To Buy: •
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This feature allows the Merchant to either enable or disenable Free E-Mail Addresses to
buy from their Web Store
Accept Orders From Non South African Shoppers: This feature allows the Merchant to either enable or disenable Non South African shoppers
to purchase form their Web Store
Delay Transaction Processing: This feature enables the merchant to either allow a transaction to be sent across to their
acquiring bank immediately after a shopper has shopped at their store, or to delay the
transaction for a period of time. The transaction is delayed for the period of time it takes the
Merchant to go into their Order Entry management service and click “Settle”.
Email Receipts to Shoppers: •
This feature enables the merchant to allow SafeShop to e-mail a receipt to a shopper after a
transaction has taken place. The merchant can either enable this feature or disenable this
feature.
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E-Mail Notifications of Test Transactions: •
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This feature enables the merchant to enable notifications of test transactions. This really
means that when the store performs a test transaction the merchant is notified about this
transaction via SafeShop.
Allow Shoppers to Add Additional Message To Their Products: This feature enables the merchant to allow the shopper to add additional messages to
products purchased. A good example of this function is a Web Store that sells gift baskets,
etc. By enabling this feature, the shopper has the ability to type in additional messages,
which will be handed to the shopper with the product/s purchased.
How Long are Member Baskets Valid For: This feature enables the merchant to set a time frame to the amount of days a registered
shopper’s basket is valid for. This would effectively be a basket that a shopper has decided
to abort and has not continued a transaction.
Minimum Allowed Order Amount in Cents: This feature enables the merchant to set a minimum amount a shopper can purchase for
per transaction
Maximum Allowed Order Amount in Cents: This feature enables the merchant to set a maximum amount a shopper can purchase for
per transaction
Warn Me If Order Exceeds Order Risk Index: This feature enables the merchant to set their store’s Order Risk Index at a certain point
rate.
Within the Download System Reports feature, a Fraud Index report is available on the
drop-down. This Fraud Risk Index contains a global setting of all possible fraudulent fields in
a transaction. From the report, the merchant has the ability to work out what point ratio they
would like to set their store at. Please consult the report to work out what your Fraud Index
Rate would. Once complete insert the variable in the entry field alongside this field
Surcharge: This feature enables the merchant to add in a % surcharge for additional services, etc.
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Additional Message for E-Mailed Receipts: •
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This feature enables the merchant to add in additional messaging to receipts that are
generated via SafeShop and are e-mailed to the shoppers
Custom E-Mail Receipts: Should a Merchant wish to not utilise the SafeShop receipts but develop their own, this
feature enables the merchant to capture their own customised receipts
SafeKeys: The Merchant’s Primary SafeKey is generated by SafeShop and made available in this field.
This SafeKey is very important and must be kept in a safe place. The SafeKey will be used
when utilising the SafeShop spread sheet to upload products into the SafeShop 3.0 Product
Database.
The SafeKey will be a number very similar to the following:
{F6965E68-0430-4234-B68F-16BF17E88B8F}
A new SafeKey can be generated at any time. Simply click on the Reset SafeKey field and
a new SafeKey will be generated.
A secondary SafeKey is also generated via SafeShop and is made available to the
Merchant. To generate a new Seconday SafeKey, please click on the Reset Alternative SafeKey and a new Secondary SafeKey will be generated.
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6. MANAGE SHIPPING OPTIONS:
The Manage Shipping Options feature allows merchants to configure multiple courier services for their
Web Store
Select Manage Shipping Options from the drop down alongside Configure System Settings and the
following screen will appear:
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•
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As with any new store, a merchant will need to configure their shipping options.
Click on the GO button alongside the ADD NEW SHIPPING METHOD, and the following
screen will appear:
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Here the merchant will need to type in the Shipping Method Name, Telephone, •
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Shipping URL, Common Carrier (SA Based or not)
Once complete, click on Shipping Zones and the following screen will appear:
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Here the merchant will need to identify the Zone Name, for example: Johannesburg, •
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Cape Town, etc.
Identify whether Shipping Zone type will be Domestic or International and then click on Save Zone Information
Once complete, go back to the ADD NEW SHIPPING METHOD, and the following window will
appear:
In can be noted that Configure Shipping Zones has now been updated and reads •
Replace Shipping Zones
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Click on Configure Shipping Rates, and the following screen will appear: •
For a Flat Rate, please insert the Shipping Charge in cents and the click on Save Information •
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• For Amount Based, please click on the link and the following screen will appear:
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The Amount Based variable works in volume.
“For example up to the order of 10 of a specific product, the shipping price will be in X number of cents”
Once all entries are complete, click on save information and the update will be saved
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For Weight Based, click on the Weight Based icon and the following screen will appear: •
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The Weight Based variable works on weight associated with volume.
“For Example, for a purchase up to 10 products of the same size and weight, the shipping fee will be X”
Once all the fields are complete, please click on the save information icon and all updates will be
saved
We wish you many days of splendid online trading – The SafeShop Team
CONTACT INFORMATION: Should you experience any difficulty understanding the processes attached above, please feel free to call:
MWEB Business Customer Care
0860 100 157 (business hours: 24hrs)
Email ([email protected])