University Web Services
Nika Nestor / Alex Volfson
09/29/2006
About UTD Online Store
• Previously known as Marketplace
• Renamed to UTD Online Store
• Both the New Look and the Name help
customers associate the storefront with
UTD
• Software is TouchNet Marketplace 3.x
About TouchNet Marketplace
• TouchNet Marketplace is a selfcontained e-commerce solution.
• It combines online storefronts with
inventory control, order fulfillment, and
financial reporting.
Online Store Features
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Visa, MasterCard, Discover - Card Payments
Provides Secure Transactions
Easy way to add/remove products
Reliable
No Buyer-end fees for credit card processing
Coming Soon! Web - Check Processing
Note: There is a monthly fee setup by Financial
Services (percentage of the proceeds)
Online Store Parts
• UTD Online Store:
Storefront Interface
• Operations Center:
Administrator’s Interface
• TouchNet Payment Gateway:
Credit Card Processing System
(same system that is used for tuition processing)
UTD Online Store
Operations Center Login
Customer’s End
• When the Customer makes a
purchase via UTD Online Store
he/she receives an order confirmation
email.
• The order arrives at the Fulfillment
area in the Operations Center.
Order Confirmation
About Fulfilling
• The Buyer’s credit card is not
charged until the order is fulfilled!
• Only when fulfillment is complete the
credit card is charged!
• When the fulfillment is complete the
customer receives an email stating
that the order was processed.
Login
• Username and Password are provided by
University Web Services
• User can change the password once
he/she is logged in
• Can’t remember Password?
– Please contact:
• Nika Nestor (nestorn@utdallas.edu, x4995)
• Alex Volfson (alex@utdallas.edu, x4996)
1st Time User – Edit Profile
• Edit Profile (1st screen when a 1st time user logs in)
• Provide:
– User Credentials (Update Profile Button)
– Email Notifications (Update Notification Settings)
– Password (Change Password)
• Click corresponding buttons to update the
information!
User Credentials
Email Notifications
Password Change
Operations Center - Home
Navigate to your Store
• Two ways to navigate to the fulfillment area
– Click on the number of fulfillments (if 1 or greater)
– Navigate with the help of Control Menu
• Control Menu > Marketplace Suite >
Merchant Name > Stores >
Store Name > Fulfill Orders
Pending Orders
• Pending orders, orders that need to be fulfilled,
will display by default
• Search for order by status:
– Pending for
– Ordered In
– Fulfilled In
• Or Search for orders by:
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Year
Month
Day
Order Number
Fulfilling Orders - Summary
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Step 1: Accept Payment
Step 2: Print Packing List
Step 3: Shipment Tracking Number
Step 4: E-mail Buyer
Nothing is charged to the customer’s credit card until
Fulfiller has gone through the first step of fulfillment
and confirmed the transaction.
Process Fulfillment
Click Process Fulfillment
Navigation Example
Accept Payment
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Verify Order Information
1.
2.
3.
4.
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Review Details of the Order
Adjust quantity of the product
Cancel the order (discussed later)
Charge the Customer’s Credit Card
Do not accept the payment if the
necessary information is missing, email
the customer
Otherwise, confirm the acceptance of the
Credit Card payment
Accept Payment
Click Accept Payment
Accept Payment
Click Ok to Charge the
Credit Card
Cancelling an Order
1. Change the Quantity to 0
2. Click “Update Items”
3. Confirm that you want to cancel this
order
Canceling an Order
Change Quantity to 0
Click “Update Items”
Canceling an Order - Confirm
Click “Ok” to cancel an
order and send an order
cancellation email.
Print Packaging List
• Print Packing List
– Would be used if you are mailing or shipping
something to the customer
– Can print as many copies as you need
• Click “Proceed to Step 3”
If you are just using an storefront to process
credit card payments, you don’t have to worry
about printing the packaging list!
Print Packaging List
Click Proceed to Step 3
Packaging List
Shipment Tracking Number
• Enter the Shipment Tracking Number
– If you send a package via UPS/Fed Ex
– This tracking number will be included in the
confirmation email sent to the customer.
• Click “Proceed to Step 4”
Shipment Tracking Number
Click Proceed to Step 4
Enter tracking number if a
package is sent via UPS
or FedEx
Email Buyer
• Confirmation email will be sent to the
customer.
• Confirmation email will include the
following:
– Amount that was charged
– Tracking Number
– Customizable fields within the storefront
– Contact Email (specified as a Store Contact)
– Stock Number
Email Buyer
Send Confirmation Email to the Customer
Email Sent to Buyer
Store Contact email address
Fulfillment Complete
• Last screen of the fulfillment process
• Congratulations, you successfully
processed the order or simply charged the
credit card
Fulfillment Complete
Tips
• Fulfillers can sign up to receive an email
whenever a purchase is made
• Please create a procedure to facilitate
fulfillment. For example – If the primary
fulfiller is not in the office, the secondary
fulfiller will take over his/her duties, and
etc.
• Please fulfill orders within 1-2 days
maximum. (business or regular days)
Upgrade Changes
• Storefronts and the Operation Center will be
down on 10/23 all day!
• Please fulfill all orders by 10/23 9 a.m.
• Remove <html> (links) from short and long
description
• Previous Order Data will not be available through
the new Operations Center Interface
• Historical Data access will be available for the next 6
months via a different link through the old interface
https://commerce.utdallas.edu/marketplace/web/admin/
• New fulfiller’s interface is now available through:
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https://commerce.utdallas.edu/tmsadmin/web/
Questions/Comments ?
• Support:
– Nika Nestor: nestorn@utdallas.edu
• Add/Remove products
• Add/Remove fulfillers
– Alex Volfson: alex@utdallas.edu
• Add/Remove products
• Add/Remove fulfillers
• Contact Web Services if you have
any questions! x4995