TrainingUser Guide


Shopping Web Store

 

Once your customers have found your web store online, they will see the landing page, which includes your company information, branding, Web Categories, and purchasing options. Placing a Web Order requires several steps - Registration, Browsing Products, Adding Products, Cart Review, Shipping, and Payment. 

Registration

If not purchasing as a Guest, a customer must register an account before purchasing items in the Web Store for the first time. They must enter their name, address, and telephone information, as well as a password that will be required the next time they log in. To register, the customer must click “Register”  at the top right of the page, enter their contact information. Before the registration can be completed, the customer must enter a confirmation code. Once registered, the customer will automatically be logged in for their session, and can proceed to browse and purchase. 

The customer can browse and add products to their cart without registering, but will be required to register before the purchase can be completed. 

Registration

Logging In

If a shopper has already registered, they are able to click “Login” at the top of the Web Store, and enter their email address and password. Once logged in, a shopper can access their purchase history, wishlists, and order lookups. Customers who have forgotten their password can retrieve them using the email address associated with their account. 

Logging In

Browsing Products

Having set up your Web Keywords and Web Categories, you enable your customers to find your products in a variety of ways. By using the Web Store’s Search feature, your customers can find specific products not only by entering particular keywords, but by entering any term that appears in the product’s code or description. After the Search button is clicked, the Web Store will return a list of results that include that search term. 

Advanced Search is a way for shoppers to use a price range to find a group of Products that fits within their budget. A "simple search" on Web Store will display all Products with descriptions or keywords that match the search term. An Advanced Search will only display those results that match the search time AND fall within the price range defined by the shopper. 

To use Web Store Advanced Search: 

  1. In the Web Store, click the "+" icon in the search field. 
  2. In the resulting Advanced Search window, enter the Search Term. 
  3. Enter the Start Price and/or End Price for the range you wish to search. Leaving either of these fields blank will result in all Products before or after the price you defined to be displayed. 
  4. Choose Current Category if you only wish to search the Web Category you're currently in, or Entire Store if you want the Advanced Search to display Products that meet the criteria from the entire catalog.

Advanced Search

If your customers prefer, they can use a pre-defined set of Categories, allowing them to tunnel down to a product’s location, using a category tree accessible on the left side of the Web Store. Clicking a Primary Category produces a list of Secondary Categories, and each secondary category allows shoppers to access Tertiary Categories. This option is useful for customers who only have a general idea of what they’re searching, and are guided by the categories you have defined in LightSpeed to find a particular product or series of products. 

Regardless of where the shopper is on the Web Store, they will always have immediate access to both the Search feature and to the Categories. 

Browsing Products

Adding Products

Once your customer has located the product they wish to purchase, they click its image to view the Product detail. To add the product, they click the Add to Cart button to add it to their shopping cart. If the customer prefers, they can modify the quantity to add by entering a value in the Qty field. The shopping cart is displayed at the far right of the store, and includes an abbreviated line item for each product, as well as a subtotal.  Products may also be added to the Cart by dragging the Product’s primary image in the detail view and dropping it over the cart on the right hand side of the store. 

Before a Product with size and color menus can be purchased, a size and color must be chosen. 

The shopper can continue to use the search/category methods to browse other products, adding them to the cart using the same method. The shopping cart will grow to accommodate new products being added. 

Edit Cart

Anytime during the shopper’s session, and before they proceed to the payment screen, they can click the Edit Cart button to see the details of their cart, including all quantities for each product. Quantities can be modified simply by changing the value in the Quantity column, and products can be removed from the cart by clicking the “-” icon. 

There are three options at the bottom of the Edit Cart screen. Update Cart will register any changes you have made to the quantities for each product. Clear Cart will clear all products from the cart. Email This Cart is a convenient feature that allows you to send a pre-populated cart to any email address. The recipient receives an email with a link that opens a new session of your web store with a pre-populated cart, perfect for creating ready-to-buy quotes for your customers. 

From the Edit Cart screen, the customer can select the Continue Shopping button, to return to the browse screen, or the Submit Order button,  which takes the shopper to either the Registration/Login screen (if they are not logged in to an account), or the Account Confirmation screen (if they are). At the Registration/Login screen, the shopper can either log in to their existing account, click the Become a Member button to create a new account, or click Checkout as Guest, which will allow them to process the transaction without opening up an account. 

Once logged in, or checking out as a guest, the shopper enters their billing and shipping information. Then, they are able to choose their shipping and payment options. 

Edit Cart

Order/Repair Lookup

The Web Store’s Order/Repair Lookup function allows your shoppers to get information about their LightSpeed backorder or repair directly through over the internet.

If your business has a repair department that uses LightSpeed’s SRO module, you are able to configure online lookups by your customers of their SRO ID numbers in the LightSpeed Web Store. Alternately, your customer can look up their LightSpeed Orders to find out their status. Only those shoppers who have registered on your Web Store are able to access the lookup feature. The Order/Repair Lookup decreases the amount of telephone communication required by customers to get basic information on their repair or backorder. 

Orders - includes basic Order information, including Products, quantities, special notes, and Order status

SRO - includes problem description, work performed, special notes, warranty info, and SRO status

To access this feature, the customer clicks the Order/Repair Lookup button that appears on the far right of the store, under the Shopping Cart. The customer then enters the Order or SRO ID number, as well as their email address, for security measures. The LightSpeed Web Store then displays the status of their Order or SRO, as well as any special notes you may wish the customer to see. 

Order/Repair Lookup

Wish Lists

Whether your customer wants to “bookmark” products they would like to purchase at a later date, or they would like to create a list of products that others can access that acts as a gift registry, the Web Store’s Wish List feature is able to “remember” products that can be quickly added to the Shopping Cart when required. 

To access the Wish List, your customer clicks on the Wish List button at the far right of the store, located under the Shopping Cart.  My Wish Lists allows the shopper to create a new Wish List, or review their existing Wish Lists. Find Wish Lists allows the shopper to search the Wish Lists of others, log into them, and purchase their Products. 

To create a new Wish List, click Create a Wish List. You must name your Wish List, and enter a password that will be required by a shopper who wishes to purchase the items on your Wish List. Enter an expiry date for the Wish List, and select to whom you want the items purchased from your Wish List  to ship. For example, a gift registry Wish List would likely ship to you, whereas a Wish List that represents a selection of products that might interest your customer would likely ship to the buyer. Finally, enter the descriptive text to explain more information about your Wish List. Click Save to save your Wish List. 

Once saved, you may add invitees to your Wish List, and email them with a link that brings them directly to the Wish List for purchasing.

To add Products to your Wish Lists, click the Add to Wish List button on the Product detail page. A pop-up menu will appear, where you can choose which Wish List you want to add this Product to. Click the Add button to add the Product, or the Cancel button if you do not want this Product on the Wish List. 

If your customer buys something from your Wish List, the item will be removed from the Wish List. If the customer adds something from the Wish List to their cart and do not buy it within a specified time period, the item will be returned to the Wish List. 

Creating a Wish List

Adding to a Wish List

My Account

Your customer is able to review their purchase history by clicking My Account at the top right of the Web Store. My Account displays their basic account information, including name, phone, and address, as well as their Web Orders, their Wish Lists, and any outstanding 

 

Quote to Cart Email Link

In the Action Menu of the LightSpeed Quote, you will find the Email Web Store Link option. Selecting this option will create a web link that you can email to your customer. When they click the link, they will be directed to your Web Store with a web cart pre-populated with these Products, provided the Products are among those uploaded to the Web Store and that you have selected “Upload Quotes” in the Web Store setup panel prior to updating your Web Store. The customer may then immediately edit the cart, add to it, or proceed to checking out and purchasing. 

Quote to Cart Email Link

Checking Out

Shipping Options

The shopper is able to choose their preferred shipping method from a pop-up list that includes United States Postal Service, Store Pickup, Free Shipping, Flat Rate Shipping, FedEx, IUPS, UPS, InterShipper, Canada Post, Australia Post, and Destination Shipping. The FedEx, USPS, UPS, IUPS, and Intershipper options will display a second pop-up menu of choices when selected, a list of shipping options offered by that carrier. Web Store will display the shipping amount after the selection is made. 

Payment Options

The shopper then chooses their method of payment from a pop-up menu - PayPal, Purchase Order, Authorize.net, Beanstream, eWAY, Cheque, WorldPay, Cash on Delivery, or Phone Order. 

Authorize.net Simple Integration - sends the shopper to a special payment page on the Authorize.net website, where the shopper enters their name, address, and credit card information and processes their payment. The shopper will then be prompted to complete their transaction, returning them to your Web Store. The Authorize.net transaction authorization will be auto-populated into the web order and will be included when you process your web orders. The Web Store administrator will receive an email confirmation of the payment that includes the transaction authorization number. 

Authorize.net Advanced Integration - allows the shopper to remain in the Web Store payment page and enter their payment information (name, address, credit card info) without leaving your Web Store. The Authorize.net transaction authorization will be auto-populated into the web order and will be included when you process your web orders. The Web Store administrator will receive an email confirmation of the payment that includes the transaction authorization number. 

WorldPay - sends the shopper to a special payment page on the WorldPay website, where they enter their name, address, and credit card information, and process their payment. The shopper will then be prompted to complete their transaction, returning them to your Web Store. WorldPay’s transaction authorization number will be auto-populated  in the LightSpeed Web Store order, and the Web Store administrator will receive an email confirmation of the payment that includes the transaction authorization number. Note: WorldPay is not available in Australia or Canada. 

PayPal - sends the shopper to a special payment page on the PayPal website, where they enter their name, address, and credit card information , and process their payment. The shopper will then be prompted to complete their transaction, returning them to your Web Store. The PayPal transaction authorization number will be included when you download your web orders. The Web Store administrator will receive an email confirmation of the payment that includes the transaction authorization number.

Beanstream Integration - allows the shopper to remain in the Web Store payment page and enter their payment information (name, address, credit card info) without leaving your Web Store. The Beanstream transaction authorization will be auto-populated into the web order and will be included when you process your web orders. The Web Store administrator will receive an email confirmation of the payment that includes the transaction authorization number. 

eWAY Integration - allows the shopper to remain in the Web Store payment page and enter their payment information (name, address, credit card info) without leaving your Web Store. The eWAY transaction authorization will be auto-populated into the web order and will be included when you process your web orders. The Web Store administrator will receive an email confirmation of the payment that includes the transaction authorization number. 

Purchase Order -  allows a shopper with a terms account to purchase using a PO

Phone Order - selecting the Phone Order option displays a message with the number to call for a phone order transaction

Cash on Delivery - allows the shopper to select an option that will require them to pay upon delivery of the web order

Cheque - displays the message notifying the shopper which addressee to use for their cheque payment

Once the Account Confirmation screen has been completed, the shopper enters a verification code, and clicks Submit Order to finalize the purchase.

Confirmation

Once the web order has been processed, the shopper will see a confirmation screen which outlines their order, including the shipping and payment details, order status, and Order ID.  The shopper will also receive a confirmation email outlining the details of their order,  as configured in the Web Store setup panel.