On the Main tab, enable ecommerce and define where ecommerce controls will be applied.
To enable ecommerce functionality in Counterpoint, check the box labeled Use Ecommerce.
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lick on the directory name to open the directory. You should create a shortcut to this directory on your desktop.
The default ship-from and price-from locations for the selected store display here and can not be changed. The store's ship-from and price-from defaults are specified in Setup / Point of Sale / Stores.
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Make sure that the store is set to use miscellaneous charge 1 by checking Use misc charge 1 on the Misc Charges tab in
Setup
/
Point of Sale
/
Stores
. NCR Retail Online shipping charges are recorded as Misc Chg 1.
Specify which item description NCR Retail Online will use for the item name in your online store.
Select Description, Short description, Long description, or Additional description 1, 2, or 3. Enter or edit descriptions on the Descriptions tab in Inventory / Items.
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Use Additional description 3 to accommodate up to 80 characters for your ecommerce names. IF you already have names in the Description field, they will default into Additional description 3 until you replace it.
This setting is obsolete, for NRO. Please review the Create multiple images for an item article for specifics about image naming conventions.
Specify how to determine the available quantity for an item:
Define an item prompt to collect additional information (such as a monogram) from the customer when they purchase an item. Item prompts 1, 2, and 3 are mapped to Prompt codes 1, 2, and 3 on the Other tab in Inventory / Items .
Select Item prompt 1, Item prompt 2, or Item prompt 3, or leave <blank> for None.
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You should only publish alpha type item prompt codes to NCR Retail Online. NCR Retail Online allows alpha entry at the item prompt, and you would encounter errors if you imported an order containing alpha characters for a numeric item prompt.
Specify the units of an item that online shoppers can purchase:
NCR Retail Online shoppers can view and search for merchandise by vendor (i.e., "brand”) in your storefront. You can specify the Counterpoint data source to use as the vendor to display in your storefront.
Select Vendor name, Primary vendor, or one of six Item attribute fields, five Alpha profile fields, or five Code profile fields. If your Vendor is your supplier, you should set up an item profile code into which you'll enter the "Brand" for your items. To enable an item profile code, in Counterpoint, go to Setup / System / Quick Setup. Find the first available alphanumeric profile code and enable it by placing a checkmark in its checkbox. Then, change the Display label to Brand. Finally, in the Ecommerce Control file, indicate the item profile code that was enabled for BRAND. Now, all of your item records will display a field labeled BRAND, on the profile codes tab.
This setting is obsolete, for NRO. Please review the Creating Categories in Counterpoint article for specifics about image naming conventions for categories.
Specify how ecommerce items are taxed:
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We recommend that
Selling Price
be set to
Calculated Price
. That affords you the ability to publish sale pricing form Counterpoint to NRO. If your Selling Price is set to Calculated Price and your items aren't on sale, then the published selling price will default to the Price-1 field. We recommend
List Price
be set to the
Price-1 field
. Learn more about working with prices in
Setting up Ecommerce Items
.
The selling price is the price a shopper will actually pay for an item. Calculated prices are based on pricing defined in Inventory / Prices .
WARNING
:
Calculated prices are always calculated based on a quantity of one.
Specify whether to discount or mark up the selling prices for items in your online store:
Enter a percentage to discount or mark up the selling price.
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This field is only enabled if the discount method is Discount or Markup.
The list price is typically the retail price of an item.
Select Calculated price, Price-1, 2, 3, 4, 5, 6 or Regular price.
TIP: Calculated prices are always calculated based a quantity of one.
Specify whether to discount or mark up the list prices for items in your online store:
Enter a percentage to discount or mark up the list price.
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This field is only enabled if the discount method is Discount or Markup.
Member Pricing is not available at this time. Please refer to NCR Retail Online Releases to be informed when this feature becomes available.
Specify how to assign customer orders as they are imported from NCR Retail Online:
Publishing customer records from Counterpoint to NCR Retail Online will always set up each customer with a separate account in your online store.
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Auto-assign is the most commonly used customer number method. Auto-assign is the only method that creates a unique customer record in Counterpoint for each NCR Retail Online customer. If you upload customers from Counterpoint to NCR Retail Online, your customer Method must be Auto-assign in order to keep the Counterpoint records and the NCR Retail Online records in sync.
Specify a value to use as the next customer number (e.g., WEB-000001). When Counterpoint creates a new customer record from data imported from NCR Retail Online, this number is automatically assigned to the new customer record, and is then incremented by one (e.g., WEB-000002).
Make sure that the Next customer # you specify here does not overlap with the Next customer # specified inSetup / System / Workgroups.
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This field is only enabled if the customer Method is Auto-assign.
Enter the customer number to use as the template customer. For help setting up a ecommerce template customer you can look here: Ecommerce Template Customer .
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This field is only enabled if the customer Method is Auto-assign.
Specify the method to determine how any default values that are not imported from NCR Retail Online—including customer type (i.e., Cash), discount %, and tax code—will be set for each new customer:
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This field is only enabled if the customer Method is Auto-assign.
Specify whether to add the appropriate ship-to state to the base tax code assigned to each new customer. In most cases,
this box should NOT be checked
.
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This field is only enabled if the customer Method is Auto-assign.
Specify whether you want to print, preview, or skip the Customer report when you import customer information from NCR Retail Online:
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This field is only enabled if the customer Method is Auto-assign.
Specify how to determine the customer name for each online customer that is created from Counterpoint customer records:
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We recommend the Name format to be set to Customer name.
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Learn more about processing orders in
Processing Orders
.
Enter the station from which you will import orders. The station (or store, if ticket numbers are determined by the store) must be configured to auto-assign ticket numbers.
Enter the drawer into which you will import orders.
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Set up a drawer to be used only for ecommerce. This will give you some basic reporting. Also, with NRO, you can schedule a task to automatically import orders into Counterpoint. The import process, however, will need access to the drawer being used for ecommerce. Therefore, if someone is in the ecommerce drawer, the automatic import process can't occur.
Enter the default customer under whom orders will import. All orders imported from NCR Retail Online will be assigned to this customer.
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This field is only enabled if the customer Method is Default customer.
Enter a tax code called WEB. The "WEB" tax code should be mapped to a non-taxable tax authority. For more information about creating tax codes for the web orders, please watch our, "Setting up Web Tax codes" training video.
Specify whether to add the order's ship-to state to the base tax code. In most cases, this box should be checked.
Select the tax method to use on orders imported from NCR Retail Online:
WARNING
:
If you choose Imported for the tax method, the tax that was calculated online is imported for the order. If that tax is different than the tax that would be calculated in Counterpoint using the tax code assigned to the order, the tax is marked as an override during the import with a reason code of NRO. Select
Setup
/
Point of Sale
/
Reason Codes
to create a NRO reason code that is valid for tax and/or price overrides.
Select the method Counterpoint will use to determine item prices:
WARNING
:
If you choose Imported for the price method, any price that is changed during the import will be marked as a price override with a reason code of NRO. Select Setup / Point of Sale / Reason Codes to create a NRO reason code that is valid for tax and/or price overrides.
Select the method Counterpoint will use to handle insufficient quantities:
Select the miscellaneous charge assigned to freight charges in Setup / Point of Sale / Control .
Specify whether you want to print, preview, or skip the Orders report when you import orders from NCR Retail Online:
On the Ship-via tab,map the ship-via codes in Counterpoint to the different delivery methods available for NCR Retail Online orders.
Enter the ship-via code that corresponds to each shipping method that you want to use for online orders. You don't need to enter a ship-via code for shipping methods that you will not use in your online store.
WARNING: Ship-via codes must first be defined in Counterpoint using Setup / System / Ship-via Codes (only ship-via codes that are marked as Valid for customer are eligible).
On the Payment tab, indicate a pay code with a type of "cash." Map this Pay Code into the PayPal field. This pay code is the ONLY pay code utilized by NRO. The other fields are obsolete, for NRO.
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Article ID: 272
Created On: Tue, Sep 11, 2012 at 3:36 PM
Last Updated On: Tue, Feb 16, 2016 at 1:23 PM
Online URL: http://help.ncrretailonline.com/article/ecommerce-controls.html