Configuration Setting

To configure business information setting, Click- Menu - Utilities - Configuration Settings to open Configuration  Window.

Using configuration window, user can:

• Configure Catalog Contents and captions to suit business needs :- User can define custom fields for product contents to suit its industry practices.

  To configure catalog contents, firstly user will be required to define custom fields from the catalog contents pane in configuration window.

  

  • Click catalog content pane in configuration window
  • define / edit custom fields (for example- for textile products- the user defined field titles can be - fabric specs, colors etc)

  To configure customized captions for product contents titles/headers, click on catalog content pane of configuration window. Upon clicking, it will open content configuration (advanced) window, wherein user can define product contents captions /titles in the user defined terms in line with business practices.

  

  These setting will be used for viewing product contents within the application, as well for eSales distributable presentations.

   

• Graphic Settings: User can set the rules for product graphic file handling. Using this settings, user can conveniently set the rules for - (a) handling extra large jpeg files (large in terms of height/width)   (b) handling transparent gif files.
  • Click graphic setting  pane in configuration window
  • check / uncheck graphic setting rules

  

  User can set the rules for graphic files:

  • Rule 1- Keep original images provided while insertion into catalog (applicable for jpeg format only)- if checked, your original graphics (irrespective of its size) will be retained by program and will be used on catalog product's full page as well, while publishing presentation (unless catalog product's full page is configured otherwise from design setting window)

  • Rule 2 - Let program resize/ optimize product graphics for better performance (set rules for jpeg format separately)- if checked, your original graphics  will be resized and optimized by program (if image is too large) and will be used on catalog product's full page as well, in presentation.
    
    If rule 1 and rule 2 both are checked, rule 2 will supersede rule 1 for jpeg graphic files (i.e. if jpeg files are too large, will be optimized and resized, else original jpeg files will be retained.) 
     

  • Rule 3 - Keep original images and do not resize them GIF format catalog product files - this rule is critical, if you have transparent GIF format graphic files for your catalog products. If checked, your gif format files will be retained by program and will be used on catalog product's full page as well, in presentation (unless catalog product's full page is configured otherwise from design setting window)

  • Rule 4 - let program resize/ optimize product graphics for better performance (set rules for gif format separately). if checked, your original GIF graphics  will be resized / optimized (if required) and converted into jpeg files by program  and will be used on catalog product's full page as well, in presentation.
    
    If rule 3 and rule 4 both are checked, rule 3 will supersede rule 4 for GIF graphic files (i.e. if GIF files are too large, will be optimized and resized and saved into jpeg graphic files, else original GIF files will be retained.) 

  
   

• Default Settings: This settings are very useful for managing eSales presentation mode  and building product content. Click Default Settings pane of configuration window:

  
   

  • While inserting new product into application, the initial product name/title and  code/SKU can be picked up automatically by application. User can them edit the contents.
  • User can configure to allow duplicate product code / name (program will automatically rename its title and/or code).
  • Set your presentation currency (please note that, currently application does not support auto currency conversion. Upon changing the currency, the price data remains the same)
  • Set your product dimension, weight (UOM), volume parameters.
  • Configure precautionary guard for permission to change product name/code.
     
• Auto Update Code / Name (Maintenance)

Many a times, user may require to  rearrange product name / code or category name/code in uniform case formats. and Select the options available and click apply to process.
 

• Email Settings: Program facilitates quick email building with product contents and graphic files as attachments. User can configure optimization of  graphic files in email and email client program.

  
   

  • Click Email  pane of configuration window
  • configure graphic optimization mode
    • select to enable graphic file optimization (and if enabled - fill optimized size and compression parameters) ..OR
    • select not to optimize graphic file prior to emailing
  • Select email client program to send mail (currently application supports MS Outlook and MS Outlook Express)
     
• Presentation Settings: eSales facilitates integration of web catalog with presentations for effective & optimized communication and online business generation.

Using configuration setting, user can set his preferences for web links (applicable for thumbnail graphics web URL, product graphic web URL and product page web URL). User has option to:

• rigidly apply web URL (i.e.  if respective product content does not contain web URL link data, then while creating presentation, program will skip such catalog products.)

• preference to web URL (i.e. if respective product content does not contain web URL link data, then while creating presentation, program will use application data instead of web URL link data. and if web URL link is found, then will build presentation with web URL data)

• user to be asked, if any of web URL link is not found, and user will have option to select either rigid option or preference option. Based upon either of selection, presentation creation process will use the rules for all such instances for current presentation building)

These above settings are applicable only when in design settings and presentation setting, user has opted for web URL link for thumbnail graphic, product graphic and/or product page.

 

• Shopping Cart Settings: eSales facilitates enterprise to integrate shopping basket or online buy link for presentation viewers (customers / prospects).

 User can configure the following settings in its shopping cart configuration:

• message display while adding product to basket (check to display and uncheck for not displaying)

• check to display shipping value and shipping sub total respectively (uncheck to not to display shipping value/sub total)

• configure tax info (whether to display tax on order form and if yes, then tax rate; also user can set its own region driven sales tax )

• minimum order quantity

• Select payment gateway (from drop down list) -  currently application supports Paypal, Worldpay, Link Pay gateway . (then, user will be required to provide its gateway script, which will be used while building online order form)

• for payment processing- program facilitates two options   (mail order mechanism- unsecured mode and secured server mode using cgi). If user opts for secured mode, then for uploading web presentation, refer read me file for secured server cgi configuration (from help menu).

In the event, user opts for buy now link driven online order processing (through design setting / presentation setting), then the above settings will not be used for presentation building.