Contents

Introduction
Basic Concepts
Accounting
Advertisements and Catalogs
Shipping
Order Processing
Purchasing
Getting Started
Main Menu
Documentation
Customer Functions
Customer Lookup Screen
Customer Information Screen
Customer Contact Screen
Deduping and Deleting Customers
Order Functions
Order Entry
Order Review
Order Status Screen
Release Orders on Hold
Credit Card Processing
Order Processing Examples
Order Processing - Batch Mode
Order Processing - Single Order
Batch Order Making Utility
Club Membership Plan
Product Functions
Supplier Maintenance
Stock Maintenance - Overview
Rename Stock Number
Additional Stock Information Maintenance
Additional Supplier Information Maintenance
Purchasing Functions
Establish New Low Levels
Order Product
Review Purchase Orders
Record Delivery from Suppliers
Product's Purchasing Forecast
Inventory Recieving & Adjustment Functions
Purchase Order List
Adjust Inventory for Stock Item
Assemble Kits
Auto-Replenish Bins
Print Additional Stock ID Labels
Product Scan & Receive
AIM Import From An External File
AIM Export To An External File
Accounting Functions
Accounts Receivable Functions
Accounts Receivable Journal
Accounts Receivable Status Definitions
Applying Customer Credit
Applying Customer Payments
Applying Finance Charges
Accounts Payable Functions
Accounts Payable Journal
Paying Suppliers
Reconcile Received Merchandise With Supplier Invoices
General Accounting Functions
Credit Card Merchant Accounts
General Ledger Interface
Sales Tax Rates Maintenance
Close Year
Posting
Inventory Valuation Methods
System Setup Functions
Advertising Information
Catalogs
Media Source Codes
Customer Form Letters
Telemarketing Scripts
Order Type Code Maintenance
Standard Greetings Maintenance
Order Promotions Information
Accounting Information
Credit Card Merchant Accounts
General Ledger Interface
Sales Tax Rates Maintenance
Posting
Close Year
Inventory Valuation Methods
General System Parameters
Shipping Methods
System Security
Customer Information
Customer Type Code Maintenance
Customer Salutations Maintenance
Customer Honorifics Maintenance
Order Processing Forms
Master Pick Report
Pick Ticket
Packing Slip & Invoice w/ Label
Special Modules
Address Correction and Validation Module
Advanced Inventory Module
Advanced Warehouse Module
Amazon Order Management Module
Automatic Shipping Calculations Module
Contact Management Module
Database Purge Module
eCommerce Management Direct Feeds
Interactive Credit Card Authorization System
Import/Export Module
List Management Module
Miva Order Management Module
Multi-Company Controller Module
Point of Purchase Module
Product Manufacturing Module
Shared Inventory Module
ShopSite Order Management Module
SiteLINK e-Commerce Module
Subscription Management Module
Web Auction Management Module (WAMM)
X-Cart Order Management Module
Yahoo Order Management Module
Reports
Accounting Reports
A/P Aging Report
A/P Checks-to-Print Report
A/P Journal Activity Report
A/R Aging Report
A/R Journal Activity Report
Credit Card Merchant Deposit Report
Customer Deferred Balance Report
Inventory Cost Lots
Gift Certificates Activity Report
Lost Sales Report
Product Profit Report
Product Royalties Report
Sales Listing Report
Sales Tax Collection Report
Shipping Charges Report
Cashier's Drawer Daily Reconciliation Report
Customer Performance Report
Uncollected Balance Report
Advertising Reports
Catalog Square Inch Analysis Report
Downstream Analysis Report
Market Analysis Report
Order Promotions Activity Report
Product Within Source Key Profit Report
Response Curve Analysis Report
Selling Tools Activity Report
Source Key Profit Report
Inventory Reports
Auto Replenish Bin Report
Back Ordered Products Report
Bin Report
Detailed Back Ordered Kit Items Report
Inventory Journal Transactions
Inventory List
Product Low Level Notification List
Return Merchandise Authorization Detail Report
Item Exchange Report
Order Activity Reports
Daily Order Activity Report Section 1 (Orders Entered)
Daily Order Activity Report Section 2 (Invoices Generated)
Daily Order Activity Report Section 3 (Payment Received)
Warehouse Daily Activity Report
Feed Order Activity Report Sample
Performance Analysis Reports
Catalog Performance Analysis Report
Customer Performance Analysis Report
Product Performance Analysis Report
Source Key Performance Analysis Report
Data Dictionary
File Structure - A/R Journal
File Structure - Advertising Source Keys
File Structure - Composite Items
File Structure - Customers
File Structure - Invoices
File Structure - Import/Export
File Structure - Orders
File Structure - Order Line Items
File Structure - Stock Item Buy Price
File Structure - Stock Item Selling Price
File Structure - Stock Items
File Structure - Subscriptions
File Structure - Suppliers
File Structure - Telemarketing Entries
Data Dictionary - XL Edition
XL File Structure - A/R Journal
XL File Structure - Advertising Source Keys
XL File Structure - Composite Items
XL File Structure - Customers
XL File Structure - Invoice
XL File Structure - Order Line Items
XL File Structure - Orders
XL File Structure - Stock Item Buy Price
XL File Structure - Stock Item Selling Price
XL File Structure - Stock Items
XL File Structure - Subscriptions
XL File Structure - Suppliers
XL File Structure - Telemarketing Entries
XL File Structure - Import/Export
SiteLINK
SiteLINK 5.4
SiteLINK 5.4 Setup
SiteLINK 5.4 System Requirements
Creating Your Store
Uploading New Customer and Order Information to SiteLINK 5
Downloading Orders and Information Requests in MOM
Store Activity Reports
SiteLINK 5.0 Global Discount
Store Setting
Style Sheet
Maintain Store Text Pages
Generate Search Engine Product List
Account Info
SiteLINK Support Team for SiteLINK
Getting Help For SiteLINK 5.4
Setup In Mom
Product Options
SiteLINK Store Departments Maintenance
SiteLINK Store Specials Maintenance
Setting Up Product Information
Mom Maintenance
SiteLINK Preferences Maintenance
Setting Up Acknowledgement E-Mails
Setting Up the Import/Export Module for Use with SiteLINK
Setting Up Shipping Options for Shoppers
Setting Up Credit Card Options for Shoppers
Setting Up Advertising Source Codes for Hyperlinks
Setting Up Catalog Selection Options for Information Requests
SiteLINK 5.4 Store Publisher
SiteLINK 5.4 Store Publisher - Web Service Settings
SiteLINK 5.4 Store Publisher - Froogle Data Feed
SiteLINK 5.4 Store Publisher - SiteLINK
Download New Orders from SiteLINK
Demo Store Instructions
Section 1 - M.O.M. Setup
Section 2 - SiteLINK Setup

 
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Setting Up Product Information

General Information

SiteLINK uses all of the product information directly from your M.O.M. system - special discount selling prices (see the note below), special product attributes like size/color, fractional quantities, etc. - it's all maintained in the Stock Maintenance function of your M.O.M. software.  The additional product information required when using SiteLINK is used only to control the way in which your customer "views" the item in your on-line store. In fact, if you already have your business set up in M.O.M. and are adding SiteLINK to your M.O.M. system, you'll be ready to sell on the web very quickly just by completing a few new information fields for each of the stock items you want to include in your web store.

Note:  In SiteLINK, any special pricing for items based on sale date and/or quantity will apply to any customer in your store, whether they are a new customer or a repeat registered customer. Pricing based on customer type or customer number will only apply on orders for repeat customers after the log in.

To access the product information for SiteLINK

  1. On M.O.M.'s Main Menu Bar, Click on: Product > Maintain Stock Items.   The Stock Item Lookup screen is displayed.

  2. Select the desired stock item. The Stock Item Information screen is displayed.

  3. Select the SiteLINK tab.

  4. To have the product available in your SiteLINK store, check the Product Available on the Internet checkbox.

  5. Complete or edit the information in each of the four sub-tabs (Description, Departments, Selling Tools and Images).   Refer to corresponding procedures that follow. When all information is complete, select the SAVE button.

Entering Product Description Information

Select the Description sub-tab to define the descriptive information for the item as it appears in your store.

  1. Select a Product Title for the item to be used in your store.   Check the radio button Use Main Description, to use the regular title description of the product that is set up for the item in the Stock Item Information screen. Check the radio button next to the blank box to enter a different product title for use only in your SiteLINK store.

  2. Enter a Short Description to be used in your store on the product listing pages and/or product specials page, search results page.

  3. Select a Full Description for the item be used on the product page itself.   Check the radio button Use Extended Information, to use any text description for the product that is set up in the Extended Info tab on the Stock Item Information screen. Check the radio button next to the blank box to enter a different full description of the product for use only in your store.            

Important: If Use Extended Information is selected, the existing data is simply copied into the Full Description field, ready to be published to your SiteLINK store. Any subsequent changes made to Extended Information will not affect the product's Full Description. Further, any image that may be set up on the Extended Info tab has no effect or use in your SiteLINK store.

Hint:  You can use HTML code to change the appearance of the text in the Short or Full Description fields above.  You can do this by either writing your description in a web editor (Microsoft FrontPage or Macromedia Dreamweaver) and then cutting and pasting it into the description fields, or by simply inserting HTML code right in the text for line breaks, bolding, font size or color, etc. For instance, insert: <BR> for a line break, <I> and </I> to begin and end italics text. <B> and </B> to begin and end bold text.  You can also insert HTML-coded hyperlinks to take shoppers to other parts of your Web site or SiteLINK store, or call additional product images.  

Note: The 2nd Description line for a product is used as the Size/Color text of dropdown list on the Product Detail page on SiteLINK.

Entering Department Information

Select the Department sub-tab to view or edit the departments and sub-departments in which the product is included. A product can be included in as many departments as you want.  

  1. To add a product to a department, click on the corresponding department check box to check the selection.

  2. To remove a product from a department, click on the check box to un-check the selection.  

Note:  New departments are created using the Maintain Departments function.   In addition to adding or removing products as above, you can also add or remove products from within the Maintain Departments function as well.   Depending on your preference, you can skip the task of Entering Department Information for each individual item and complete this task for all items as you set up your departments.    You can add items to more than one department as long as it is the lowest level department.

Entering Selling Tool Information

Select the Selling Tools sub-tab to set up cross-sell, up-sell, comparative selling price, shopper customizing options, and special key word searches for the item. All fields on this screen are optional.

  1. An Up-Sell Product is a product offered as a "substitute" or better quality item than the item selected by your store customer. For instance, if a customer selects a silver necklace, you can try to sell them a gold one instead.   If you want to offer an up-sell product for the item, enter the stock code in the Up-Sell Product field or press the F2 key to look it up.  

  2. Enter a corresponding sales message for the up-sell product in the Up-Sell Message field.  The up-sell product and message will be automatically suggested to the customer on the "Basket" page of your store.

  3. A Cross-Sell Product is a product offered "in addition" to the item selected by your store customer. For instance, if a customer selects a gold necklace, you can ry to sell them a matching set of earrings.   If you want to offer a cross-sell product for the item, enter the stock code in the Cross-Sell Product field or press the F2 key to look it up.

  4. Enter a corresponding sales message for the cross-sell product in the Cross-Sell Message field. The cross-sell product and message will be automatically suggested to the customer on the "Basket" page of your store.

  5. Enter a Comparative Selling Price to be displayed for the item. This price is typically used to show your customer that your price is less than the competition.  

  6. Check the Custom Information for Product checkbox (monogramming, for example), and enter a prompt in the Prompt for Custom Information field ("Monogram With", for example.)  Your shopper will be automatically prompted to enter the custom information when the product is "added" to their basket.

  7. Enter additional search words in the Keyword List for Product Search to expand the search possibilities for your store customers beyond the Product Title and Description fields on the Description sub-tab. For instance, if you sell books, you might enter the author, publisher, ISBN, etc.   These words will be used when the customer selects the SEARCH button.

Entering Image Information

Select the Image sub-tab to set up store image file name and path.

Image file name and path cannot exceed 50 characters and spaces cannot be used in the name or path.  When designating path, do not place any images in the MOMWIN\SITELINK\IMAGES directory. Also, remember that although images are optional in SiteLINK, if a customer selects a product without an image, the message "Image Not Available" is displayed.

  1. Use the SELECT button next to the Full Image field to select the path and file name for the image of the product to be used on the actual product page for the item. File type must be JPG or GIF. Use the VIEW button to display an image already selected.

  2. Use the SELECT button next to the Thumbnail Image field to select the path and file name for the image of the product to be used on the product listing pages and/or the "Specials" page of your store. File type must be JPG or GIF. Use the VIEW button to display an image already selected.

Note: Because a thumbnail image is usually displayed with many other images, it must be a small file to enable it to be opened quickly in your customer's browser. SiteLINK automatically resizes any file to the thumbnail size you specified in Store Settings (60 x 60 pixels default). If no separate thumbnail image is specified, the full image is used as a default.

  1. You may also create a third image that is larger than the others.   This will be displayed in a pop-up window as a "zoom" image.   Name the image itemnumber-large.jpg and upload the image to SiteLINK from the images folder.

Note: itemnumber is only the first 10 characters of the stock number.   Do not include the size/color.

Setting up the Advanced Search

This option uses the 4 Advanced Search fields from the Miscellaneous tab in Global Parameters of M.O.M.  When this option is activated, the customer can specify a search using these 4 advanced fields.   Also, an item that has information in the advanced fields will link the field with other products that have the same value in the field.

  1. Activate & create the 4 Advanced Search fields in the Miscellaneous tab in Global Parameters.

  2. In the Stock Item Information screen, select the Miscellaneous tab and enter values for the Advanced Search fields.

  3. In the Administrative Options screen of SiteLINK, select the Store Setting link and in the Store Setting section, set the Use Advanced Search to YES.

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