PrintShop Mail Web Administrator Guide
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Table of contents 1 Introduction ..................................................................................................................................................................................................... 1 1.1 Benefits for you and your customers ................................................................................................................................................................... 2 1.1.1 Serve your customers ..............................................
Table of contents 3 Ordering workflow ......................................................................................................................................................................................... 73 3.1 The shopping cart ............................................................................................................................................................................................ 74 3.1.1 Automatic price calculation......................................
Table of contents 7.3.2 Delete an output folder ......................................................................................................................................................................... 131 7.3.3 Enable the download link ...................................................................................................................................................................... 132 7.4 Job options.........................................................................
1 Introduction PrintShop Mail Web is a modern and versatile software package which integrates workflow processes and introduces a whole new way of thinking about your customers and their print jobs! This section contains answers to the following questions: • What are the benefits for you and your customers? • How does a typical PSM Web workflow look like? Objectif Lune Inc.
1.1 Benefits for you and your customers PrintShop Mail Web organizes the print flow processes of your customers and integrates these processes seamlessly within your own production environment. 1.1.1 Serve your customers PrintShop Mail Web gives your customers far more control and flexibility over print production.
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1.3 Key Concepts To use PrintShop Mail Web effectively, you need to understand a few basic concepts. Read this section if you are new to PrintShop Mail Web or if you need a quick refresher. If you are new to PrintShop Mail Web, we recommend that you read the How to... (Page 11) sections, to familiarize yourself with the individual features of PrintShop Mail Web. 1.3.
Introduction - Key Concepts 1.3.2 User roles PrintShop Mail Web has two main groups of users: • Customers • People within your own organization Each role has certain privileges assigned to it; therefore assigning a role to users determines not only their level of authority but also the start-up screen they will be able to view when they log in. PrintShop Mail Web system comes with nine pre defined roles. Five roles are intended for customers, the remaining for people within your own organization.
Introduction - Key Concepts Roles within your organization Within your own organization it is possible to assign four different user roles (functions), ordered from lowest (less rights) to highest (most rights): • Designer: The Designer is responsible for manufacturing and managing the documents and is able to do the following: ▪ Add new companies ▪ Add new publication types ▪ Modify and remove existing publication types ▪ Publish documents to PrintShop Mail Web ▪ Print "one-off" PrintShop Mail jobs ▪ Modi
Introduction - Key Concepts 1.3.3 Companies and Departments A company is an organization that purchases printed material produced by the print shop. Companies may contain one or multiple departments. A department is an organizational unit and are used to define territorial and/or administrative divisions of a company. 1.3.4 Publication types A publication type is a folder in which template documents of your customers are grouped. These publication type folders can contain multiple documents.
Introduction - Key Concepts 1.3.5 Web forms Documents that require user input use a web form to collect information entered by the customer. Such a form consists of one or more modifiable elements called input fields (e.g. text fields, checkboxes, radio buttons, etc.). A sample web form Therefore web forms specify what your customer sees and which fields require data entry when selecting certain documents. The provides more information regarding modifying the web form settings. Objectif Lune Inc.
Introduction - Key Concepts 1.3.6 Skins The PrintShop Mail Web web site is fully skinnable. A skin is a series of files that control the presentation of the web site. Everything except the actual textual content of the page can - and will - vary from skin to skin. To allow PrintShop Mail Web to be skinnable, style is completely separated from contents. The web page use standard HTML elements, user defined classes and unique IDs.
1.4 Quick start guide Perform the following steps to set up PrintShop Mail Web: 1. After login as administrator click Settings in the Menu bar and register your version of PrintShop Mail Web. For more information see Settings. 2. Add a company to the system. For more information see Add companies. 3. Add departments to a company if necessary. For more information see Add departments. 4. Add users to a company and assign them to a department.
2 How to Company related tasks are typically performed by Product Managers and some of them by Company and Department Manager. This chapter desrcibes common tasks in the Company section of PrintShop Mail Web. These tasks include: • • • • • Common Tasks (Page 12) Company Tasks (Page 16) Publication Type and Document Tasks (Page 27) Image Collection Tasks (Page 52) Order Manager Tasks (Page 55) Objectif Lune Inc.
2.1 Common Tasks This section describes how to perform some common tasks in PrintShop Mail Web. 2.1.1 Remember me The Login page lets the user log on to the system. The Remember me option is found on the Login page. By default the remember me checkbox is unchecked. When the Remember me checkbox is checked a cookie is created. This cookie stores the user name and password of the user.
How to - Common Tasks 2.1.3 Modify user info Each user can modify his personal account information. To change these parameters: 1. Click My Account in the Menu bar. The following screen appears: Change user information in this screen 2. The following items can be changed: ▪ User name: This field defines the user name required to logon to the system. ▪ Language: The selected language is used for the e-mail message the user receives when creating an order or when the status of an order is changed.
How to - Common Tasks 2.1.4 Set New Password Each user can set a new password. To set a new password : 1. Click My Account in the Menu bar. The following screen appears: Set a new password in this screen 2. Enter a new password. 3. Confirm the new added password. 4. Click Save to store the changes. 2.1.5 Change the language of the web site When using PrintShop Mail Web the user can specify which language is displayed in the menus, dialogs and pages.
How to - Common Tasks The Login page. It is also possible to change the language of the web site in the User info bar. Objectif Lune Inc.
2.2 Company Tasks Company related tasks are typically performed by Production Managers and Company Managers. This chapter describes common tasks in the Company section of PrintShop Mail Web. 2.2.1 Add companies To add a new company in PrintShop Mail Web: 1. Click Companies in the Menu bar. The Companies overview page is shown. 2. Click Add. The following dialogappears: Enter company name to create a new company 3. Enter the Company name. 4. Click Save to create the new company.
How to - Company Tasks 2.2.2 Modify properties After creating a new company or department it is possible to modify all company or department properties. To modify the company properties: 1. Click Companies in the Menu bar. The Companies overview page is shown. 2. Select a company from the overview by clicking on the company name. The Companies Summary page is shown and on the right hand side a menu is displayed.
How to - Company Tasks Note: The Company Type is a static value indicating whether the company has been defined as Private (for B2B) or Public (for B2C). 2.2.3 Add or modify address To add the company address in PrintShop Mail Web: 1. Click Companies in the Menu bar. The Companies overview page is shown. 2. Select a company from the overview by clicking the company name. The Company Summary page is shown. On the company summary page the basic company information is displayed.
How to - Company Tasks 2.2.4 Add departments To add a department to a company: 1. 2. 3. 4. 5. 6. Click Companies in the Menu bar. The Companies overview page is shown. Select a company from the overview by clicking on the company name. Click Departments in the side menu. The Departments overview page is shown. Click Add. The Add Department dialog appears. Enter the Department name. Click Save to store the changes.
How to - Company Tasks Important: When users have been assigned to departments, a department contact person should be selected: click on Departments in the side menu, select a department from the overview, click Properties in the side menu and click Edit. This will open the Department Properties page, where the correct contact person can be selected from a pull-down-menu. Click Save to store the changes. 2.2.6 Modify user info To modify the user information: 1. 2. 3. 4. 5.
How to - Company Tasks 2.2.7 Assign users to a department To assign a user account to a department: 1. 2. 3. 4. Click Companies in the Menu bar. The Companies overview page is shown. Select a company from the overview by clicking its name. Click Departments in the side menu and select a department from the overview. Click Users in the side menu. An overview shows the user accounts in that department: With the assign button users can be assigned to a department 5. Click Assign.
How to - Company Tasks 2.2.8 Assign a publication type to a department Documents published by a Designer, are automatically assigned to a company as a whole. In order to assign these documents to a department: 1. 2. 3. 4. 5. Click Companies in the Menu bar. The Companies overview page is shown. Select a company from the overview by clicking the company name. Click Departments in the side menu and select a department. Click Publication types in the side menu. Click Assign.
How to - Company Tasks 3. Click Assign and select a department in the Unassigned window and click the Assign button to move the selected department to the Assigned window. Double clicking the selected name will also assign or unassign the selected department. 4. Click Save to store the changes and to return to the Summary page of the selected publication type. Objectif Lune Inc.
How to - Company Tasks 2.2.9 Change web design settings PrintShop Mail Web can use different skins for each company, allowing your customers to use the system in their own house style or a style that closely matches their house style. Users of that company can access the PrintShop Mail Web web site via a personalized URL which will invoke their skin. The web design settings of a company control the skin, global style settings and the personalized URL variable of the company. For example: http:/www.
How to - Company Tasks Note: You might need to refresh the cache of your browser in order to see the changes. 2.2.10 Modify Pricing and Ordering parameters In the Pricing and Ordering section of a company or department a tax rate profile can be selected. The calculation of shipping rates can be enabled and a payment module can be selected. In addition to this it defines the shipping rate profiles visible in the order working. If multiple profiles are available the end user can select the preferred method.
How to - Company Tasks Shipping charges can be defined for the company and/or departments. These are managed independently; the profile list of a department can be completely different from the list for the company (e.g. when located in a different country or region). ▪ Payment Modules: This section controls the settings used for the payment modules. ▪ Use System Defaults: If selected the system default module is used. If this option is deselected the Module area becomes available.
2.3 Publication Type and Document Tasks This chapter describes tasks related to publication types and docments. Typically these tasks are performed by the designer, operator or the production manager. Read the Designer Guide and PrintShop Mail User Guide for detailed information on PrintShop Mail related tasks and how to publish a PrintShop Mail document to PrintShop Mail Web. 2.3.
How to - Publication Type and Document Tasks Create a publication type in the Companies section To create a publication type folder in the Companies section: 1. 2. 3. 4. Click Companies in the Menu bar. The Companies overview page is shown. Select a company by clicking its name. Click Publication Types in the side menu. Click Add to display the Add dialog. 2.3.
How to - Publication Type and Document Tasks 2.3.3 Delete a publication type folder It is possible to delete one or multiple publication type folders on the Publication Types overview page. To delete a publication type folder: 1. Click Publication Types in the Menu bar. The Publication Types overview page is shown. 2. Select the checkbox next to the publication type name 3. Click Delete. First after click OK in the warning dialog the publication type(s) is removed from the overview.
How to - Publication Type and Document Tasks The document add dialog to define file upload documents templates On this page the following fields are found: ▪ Document Type: In the Document Type it is possible to select the document type in the pulldown-menu (Static PDF or File upload). ▪ Document Name: Enter a Name for the document. The name for the document should be unique.
How to - Publication Type and Document Tasks ▪ Status: The selected status defines if end users can see the document in the New Document section and start creating new documents based on it. Typically administrators and designers can view these documents allowing them to test the preview and job generation. Disabled documents are marked with a red background in the New Document section and have a stop-symbol next to their name.
How to - Publication Type and Document Tasks 2.3.6 Edit document properties To modify the properties of a document: 1. 2. 3. 4. 5. 6. Click Publication Types in the Menu bar. The Publication Types overview page is shown. Select a publication type by clicking its name Click Documents in the side menu. Select a document from the overview, the Documents Summary page is shown. Click Properties in the side menu. Click Edit.
How to - Publication Type and Document Tasks 2.3.7 Manage production settings The Production Settings lets you change default values for production specific parameters on document level. The document production settings are related to the Shipping date calendar in the ordering process. To modify the Settings in the Production section: 1. 2. 3. 4. 5. 6. Click Publication Types in the Menu bar. The Publication Types overview page is shown.
How to - Publication Type and Document Tasks 2.3.8 Output options The Output Options of a document depend on the document type. The output options of a static PDF document differ from the output options of an PrintShop Mail document. The following sections explain the output options of both document types. Output options for a PrintShop Mail document To modify the document Output Options: 1. 2. 3. 4. 5. 6. Click Publication Types in the Menu bar. The Publication Types overview page is shown.
How to - Publication Type and Document Tasks ▪ Softproof Options: ▪ Job Options File: Select a Job Options file from the list a Job Options files define the characteristics of the resulting PDF document. The administrator can add and remove Job Options in the Settings section. By default this is set to None, in this case the Job Options file installed with PrintShop Server is applied. ▪ Print Permissions: The Print permissions option controls the print permission for the PDF softproof.
How to - Publication Type and Document Tasks ▪ Documents: The Document section lets you replace the High Resolution version of the PDF and optionally add a Low Resolution version. If the View Low Resolution PDF preview is enabled the end user will see this document in the ordering process. Especially for large PDF documents this options should be enabled and a Low Resolution PDF should be uploaded. Using a Low Resolution PDF will reduce network bandwith and will reduce the respons time of the system. 8.
How to - Publication Type and Document Tasks 2.3.9 Manage linked files When a document is published the designer has the option to include the variable images required to print the document. Examples of variable images are: logo’s, stock photos, signatures etc. The PrintShop Mail Web interface allows the designer to manage these files online once the document is published.
How to - Publication Type and Document Tasks 2.3.10 Setting up web forms Documents that require user input use a web form to collect information entered by the customer. Such a form contains of one or multiple modifiable elements called input fields (e.g. text fields, checkboxes, radio buttons, etc.). This section describes how to set the entry method and appearance of these fields. A sample web form User Input Fields To make modifications to a user input field: 1.
How to - Publication Type and Document Tasks In the User Input fields overview information about input fields is shown 5. Select an input field from the overview. The following screen appears: The options in the Item page define the appearance of the input field 6. The Item Properties page consists of following sections: ▪ General: The Name of the entry field can be modified and it is possible to add an informative text which appears below the data entry field.
How to - Publication Type and Document Tasks ▪ Default Value: The options in this section define the initial value of the field. The value can be overwritten by the end user. 7. Click Save to store your changes. When User Input Field Default items are specified in the Settings section it is not necessary to define the settings of a specific item. With the Apply Default button it is possible to select a user input field default item which setting should be applied to the current user input field.
How to - Publication Type and Document Tasks A range of checkboxes. Web Form Parameters • Separator Line: Controls whether a separator line will be shown before this field. With this option web forms that have more complex variable data can be arranged more logically. Default Value • Custom Value: Defines the initial status of the checkbox (checked or unchecked).
How to - Publication Type and Document Tasks the Source of the data field is set to User Input. Collections can be assigned to data fields across multiple documents and are managed in the Collection section. Collections examples are: a set of stock images used for backgrounds or a group of company logo variants.
How to - Publication Type and Document Tasks • Separator Line: Controls whether a separator line will be shown before this field. With this option web forms that have more complex variable data can be arranged more logically. The image box in PrintShop Mail, the expression of this box is referring to a data field Phone field This field type is used to restrict the user supplied data to a pattern for a phone number.
How to - Publication Type and Document Tasks • Separator Line: Controls whether a separator line will be shown before this field. With this option web forms that have more complex variable data can be arranged more logically. • Field Width: The width of the field in the web form. The minimum width of the data entry field is 1 pixel, the maximum width is 2048 pixels. By default the value is set to 300 pixels. • Field Height: The height of the field in the web form.
How to - Publication Type and Document Tasks A rich text field Web Form Parameters • Required: Defines the Rich Text Editor field as a required field. • Separator Line: Controls whether a separator line will be shown before this field. With this option web forms that have more complex variable data can be arranged more logically. • Max. Input Characters: Defines the maximum number of characters that the user may enter. The number of characters is unlimited. By default the value is set to 256 characters.
How to - Publication Type and Document Tasks Data conversion The entered data is converted into a RTF file, which is achieved using a XSLT style sheet. If a document requires specific RTF output an experienced user could change this XSLT style sheet. The xhtml2rtf.xsl is located in the include folder of the PrintShop Mail Web web site. To create a document specific conversion one should copy this file to the folder of the PrintShop Mail document.
How to - Publication Type and Document Tasks Drag and drop an item to change its position 7. The order of the items can be changed by dragging and dropping an item name. 8. Click Save to store the changes. Database Input Fields To change the order of the database input fields: 1. 2. 3. 4. 5. 6. 7. Click Publication Types in the Menu bar. The Publication Types overview page is shown. Select a publication type from the overview by clicking the publication type name. Click Documents in the side menu.
How to - Publication Type and Document Tasks The File upload settings page 7. The items found in this section controls the following options: ▪ Operator Instructions: Enter a note or reminder for the operator. This information is visible on the Job Properties page in the Order Manager. ▪ Visitor Instructions: Enter instructions for the file upload procedure if necessary. This information becomes visible on the File Upload page from the ordering process.
How to - Publication Type and Document Tasks The documents’ pricing options 8. The items found in this section control the following options: ▪ General: The items in this section let you enter a pricing comment and inherit pricing information from the publication type. ▪ Inherit Pricing: If selected the pricing settings of the publication type are used. ▪ Inherit Volume Discount Table: Check this field to inherit the volume discount table of the publication type.
How to - Publication Type and Document Tasks ▪ Shipping Rates: Shipping Rates are calculated based on the total weight of the shopping cart and the shipping rate profiles assigned to the company or the department of the logged on user. The options found in this section control the document specific properties regarding the calculation of shipping charges. ▪ Calculate Shipping Charges: Selects whether shipping charges should be calculated for the print job related to this document.
How to - Publication Type and Document Tasks Import The Volume Price Table is easy to create from a spreadsheet. The spreadsheet is easy to maintain offline, and when the Volume Discount Table needs to be updated, a simple upload will replace the data. To import a price table: 1. Create a tab delimited file containing two columns in the application of your choice. Column 1 needs to state the quantity, the second column the price per piece. 2. Logon to PrintShop Mail Web. 3.
2.4 Image Collection Tasks This chapter describes tasks related to image collections. Typically these tasks are performed by the designer, operator or the production manager. 2.4.1 Create an image collection Image Collections allows the end user to select an image for a user input field by browsing a collection of predefined images. The PrintShop Mail document should contain a variable image box, with an expression that refers to a (user input) data field. To create an image collection: 1.
How to - Image Collection Tasks 2.4.2 Add images to a collection To add an image to a collection: 1. Click Collections in the Menu bar. 2. Select a collection from the Collections overview. The Collections Properties page is shown. This page displays the properties of the collection and a list of the images belonging to this collection. The Collection Properties page 3. Click the Add button, the Add asset dialog appears. The Add asset dialog 4.
How to - Image Collection Tasks 2.4.3 Delete image from a collaction To remove an image from a collection: 1. Click Collections in the Menu bar. 2. Select a collection from the Collections overview by clicking the collection name. The Collections Properties page is shown. This page displays the properties of the collection and a list of the images belonging to this collection. 3. Select a checkbox next to one of the images in the Assets overview. 4. Click Delete to remove the image.
2.5 Order Manager Tasks This chapter explains tasks performed by the operator or production manager. 2.5.1 Select an order status overview PrintShop Mail Web can generate detailed order overviews, allowing a user to view all orders at each stage of the production process. Orders with the Approved status are ready for production. Those orders have been approved by the customer and are released for print production. To view the orders of a specific status: 1. Click Order Manager in the Menu bar.
How to - Order Manager Tasks 2.5.2 Change the status of an order To change the status of an order in the Order Manager: 1. Click Order Manager in the Menu bar. The Order Manager page is shown: The Order Manager overview 2. Click the ID of an order. The Order Information page is shown: The Order Information page 3. Click on the status option under Order Information section tiltle bar. The status available will depend on the user who is log - in.
How to - Order Manager Tasks Orders residing in the Ordered or On Hold status folders are typically orders created by other users. Users with the appropriate privilege can approve orders with the ordered status. It is assumed that the person that is approving orders (created by different users) wants to verify the quantities, the contents of the job and the shipping details of the order. For this the order is restored to the Checkout for approving.
How to - Order Manager Tasks 2.5.3 Add a price to a quote request A print job with a quote request is automatically placed in the On hold folder. The production manager will receive an e-mail message when a price quote is requested. To add a price to a quote request: 1. Click Order Manager in the Menu bar. The Order Manager page is shown. 2. Select the On hold folder in the Order Manager side menu. This will show the orders contained in this folder.
How to - Order Manager Tasks 2.5.4 Export order data To export order data of completed print jobs: 1. Click Order Manager in the Menu bar. The Order Manager page is shown. 2. Select the Completed folder in the Order Manager side menu. This will show the orders contained by this folder. The completed orders overview 3. Select one of the predefined queries on the left side of the Order overview.
How to - Order Manager Tasks 2.5.5 Print a document PrintShop Mail Web introduces various output options. The Output options are: • • • • • Print Print to file Create PDF Preflight Send to Planet Press Watch. In PrintShop Mail Web it is possible to print PrintShop Mail documents, static PDF files and File upload documents (only PDF documents) to a selected printer. In order to create output the status of the order should be changed to In-plant. To print a document in the Inplant folder: 1. 2. 3. 4.
How to - Order Manager Tasks 5. Click Generate Output in the Action bar. The Output dialog is shown: The Output options dialog with information sheet 6. Select Print in the Method pull-down-menu. In the Output dialog the following sections becomes visible: ▪ Information Sheet: Along the top of the dialog a Sheet is added. The sheet contains additional information (e.g.
How to - Order Manager Tasks The Output history overview Objectif Lune Inc.
How to - Order Manager Tasks 2.5.6 Print to file The Print PrintShop page and prints the to File option generates an optimized output file according to the print technology set in the Mail template document. The operator can download the resulting output file on the Job Properties sent the document to the printer on the local network of the print shop. The print to file method job to a printer file in a seleted Output folder and is only available for PrintShop Mail Documents.
How to - Order Manager Tasks Output History For each print request an entry is added to the output history of the job. The Output History overview is shown on the Job Properties page. Every successfully outputted document shows a green flag symbol in the Print Status column. If problems are encountered during the output process a warning icon is shown. The Output history overview shows the 5 most recent output tasks. The Destination column states the path to the outputted file.
How to - Order Manager Tasks 2.5.7 Create PDF output The new print option for static PDF documents allows the operator to print the High Resolution PDF document via one of the printers on the PrintShop Mail Web server. In order to create PDF output the status of the order should be changed to In-plant. PDF output can be created for PrintShop Mail jobs, static PDF jobs and File upload documents (PDF documents only): 1. 2. 3. 4. Click Order Manager in the Menu bar. The Order Manager page is shown.
How to - Order Manager Tasks Output History For each print request an entry is added to the output history of the job. The Output History overview is shown on the Job Properties page. Every successfully outputted document shows a green flag symbol in the Print Status column. If problems are encountered during the output process a warning icon is shown. The Output history overview shows the 5 most recent output tasks. The Destination column states the path to the outputted file.
How to - Order Manager Tasks 2.5.8 Send to folder The Send to Folder option is only available for static PDF documents and file upload documents. This method creates a copy of the High Resolution version of the PDF document in the selected Output folder. In order to send a PDF to folder the status of the order should be changed to In-plant. To send a document to folder: 1. 2. 3. 4. Click Order Manager in the Menu bar. The Order Manager page is shown. Click In-plant in the side menu.
How to - Order Manager Tasks Note: By default the download link will only work on the localhost, this is due to the tight security settings of printShop Mail Web. For more information see the Output Folders informatin in the Settings section. Objectif Lune Inc.
How to - Order Manager Tasks 2.5.9 Preflight a PrintShop Mail document The Preflight method is only available for PrintShop Mail documents and will verify the database and the PrintShop Mail document. This process checks for possible errors on the layouts (e.g. text that doesn't fit its bounding box). To preflight a print job before printing the jobs: 1. 2. 3. 4. Click Order Manager in the Menu bar. The Order Manager page is shown. Click In-plant in the side menu.
How to - Order Manager Tasks 2.5.10 Send a document to PlanetPres Watch The new Send to PlanetPress Watch option allows the operator to send a PrintShop Mail job to PlanetPress Watch and let PlantetPress Watch handle the printing of PrintShop Mail documents. PlanetPress Watch will have a new helper service that will query PrintShop Mail Web to know if there are jobs for it. PrintShop Mail Web provides the paths to the PrintShop Mail template and the database file to PlanetPress Watch using an XML message.
How to - Order Manager Tasks 2.5.11 Context menus A Context menu (also called shortcut) is a menu in a graphical user interface (GUI) that appears upon user interaction, such as a right mouse click. A context menu offers a limited set of items that are available in the current state, or context, of the application. A context menu can help you save time while working with documents, because it requires less mouse movement and menu searching.
How to - Order Manager Tasks Right click a job in the Order Manager Completed overviewto invoke the Job Context menu. The Job context menu contains the following items: • View Softproof: Click the Softproof context menu item to display the low resolution PDF or softproof in a new window. This context menu is only applicable for PrintShop Mail and static PDF documents and is notavailable for File upload documents as this document type doesn't have a softproof document.
3 Ordering workflow This chapter explains the various ordering workflows and price calculation methods of PrintShop Mail Web. The ordering workflow incorporates a shopping cart as seen in common ecommerce Internet sites. The ordering process step by step: 1. Document Creation: The New Document section is a store front listing the documents available to the customer.
3.1 The shopping cart The shopping cart allows customers to collect multiple documents in the cart before placing an order. Documents created by a customer stay in the shopping cart even if the customer leaves the web site. There is no need for the customer to complete the ordering process. The next time the customer logs on the shoppping cart will list the documents created in a previous session.
Ordering workflow - The shopping cart 3.1.1 Automatic price calculation In order to automatically calculate the price of a job a volume discount table should be available and the pricing calculation option must be enabled (Edit Pricing page). The shopping cart with documents that have price calculation enabled The prices shown in the shopping cart include setup costs (optional), these costs are defined separately. When the quantity entry is set to Free Entry, a custom quantity can be entered.
Ordering workflow - The shopping cart The shopping cart containing multiple documents without pricing When the quantity entry method is set to Predefined List the customer will choose the quantity from a pop-upmenu. The available quantities are retrieved from the volume discount table of that document. If there is only one entry in the discount table this value is used as the quantity for the document, the customer will not be able to change this value.
Ordering workflow - The shopping cart 3.1.3 Price Quotes A document will require a price quote when pricing is enabled for the document but no entries are found in the volume discount table. In this case no subtotals and totals will be shown in the shopping basket. After placing the order the production manager needs to enter a price quote. The customer will not be able to approve the order until a price quote is given.
3.2 Shipping Options The Shipping page lets the customer edit the shipping address and specify shipping related items like the shipping method (if applicable) and the preferred shipping date. Shipping methods are managed in the Settings section of the system. The calculation of shipping charges can be enabled and disabled per company. Profiles need to be assigned to companies and departments to enable the customer to select a shipping method in the ordering workflow.
Ordering workflow - Shipping Options 3.2.1 Restore address Click the Restore address button if the address information was modified on the Shipping page. The address information is restored from the address information section from the company/department. 3.2.2 Shipping Date and Rush Rate handling PrintShop Mail Web automatically calculates an estimated shipping date based on the longest Standard Production Time set for the documents in the cart.
Ordering workflow - Shipping Options 3.2.3 Shipping Methods To allow a customer to select a shipping method the administrator should enable the calculation of shipping charges for the company (or department). When the customer has access to multiple companies or departments the entries of the shipping method list is defined by the selected company or department on the Shipping page.
3.3 Order summary Once all order information is collected the summary page is shown. This page summarizes the order information and shows the final pricing including shipping charges, rush rates and tax. Based on the customers role the Place Order and Approve buttons are shown. PrintShop Mail Web invokes a workflow specific to the selected payment connector. The default payment connector (Purchase Order), pops up a processing dialog and no user interaction is required to place the order.
3.4 Manage the Terms and Conditions The Terms and Conditions template is a HTML document and is stored on the file system of the PrintShop Mail Web web server. The terms and conditions document can be altered using a plain text editor (e.g. Note Pad++). The terms and conditions document can be add per language and/or per skin allowing the look and feel of the message to be changed according to that skin.
4 Settings The administrator is the only user that can modify the system settings. The Settings section can be accessed from the Menu bar. Click Settings in the Menu bar. The following screen appears: By selecting Settings in the Menu bar the Setting Summary page appears Objectif Lune Inc.
5 General Settings In the General section of the Settings menu general system settings can be defined. This section covers the following topics: Objectif Lune Inc.
5.1 About The About window is the window that opens when the Settings tab in the Menu bar is selected. The Summary window shows the following information: • General: The General section shows information regarding the version of the software. • System Information: The System Information section shows information about the technical components of the system (e.g. the IP-address of the PrintShop Mail Web-server, version information of the web server software and information about the database server software.
5.2 License PrintShop Mail Web includes options to invoke a PrintShop Mail Web specific upgrade request page and a dialog to activate an upgrade code. Furthermore PrintShop Mail Web works in demo mode when no dongle /invalid dongle is found. With the demo version of the PrintShop Mail Web software, only two records per print job can be printed. Each print will have a watermark printed. IN demo mode access to the system is limited to the local network.
General Settings - License 5.2.3 Redeem Voucher The License information page shows an overview of the active dongle/license information. To redeem your voucher: 1. 2. 3. 4. 5. Click Settings in the Menu bar. Click License in the side menu. Click the Voucher button. The Voucher dialog appears. Select "I would like to redeem my voucher" Enter the Voucher Code provided and click on Redeem my voucher and follow the instructions to receive the activation code. 5.2.
5.3 Roles Roles are assigned to user accounts and define which sections and resources users in PrintShop Mail Web are allowed to access. PrintShop Mail Web has nine predefined roles which can be modified by the administrator (not deleted). The administrator may add and delete custom roles. The administrator role itself can not be modified or deleted. 5.3.1 Create a new role To add a new role: 1. Click Settings in the Menu bar and click Roles in the side menu. The Roles overview page appears. 2.
General Settings - Roles 5.3.3 Modifying a role Modifying a role To modify a role: 1. Click Settings in the Menu bar. 2. Click Roles in the side menu. An overview of the available roles is shown. The users column of each row represents the numbers of users with that particular role. 3. Select a role from the overview.
General Settings - Roles General In the General section you can specify if a user may see the option My Account in the Menu bar. • Edit My Account: The My Account option is, by default, enabled for each role. This function allows users to change their own user settings. The My Account option appears in the Menu bar.
General Settings - Roles Objectif Lune Inc.
General Settings - Roles Order Manager section • Access: The Access checkbox in this section is normally on for all user roles and controls whether users see the Order Manager tab in the Menu bar or not. The Access all orders option allows users to view and edit all orders (within all statuses and companies) in the Order Manager. The Limited access checkbox limits users access to their own print orders.
General Settings - Roles View status folders section • Status folders: The …folders checkboxes controls a users right to view print jobs in a given status. • Edit options: The Edit... checkboxes controls the users right to edit print jobs or the print job's quantity in a specific folder. • Delete options: The Delete… checkboxes controls the users right to delete print jobs in a specific folder. • Print Orders: The Print orders checkbox controls the users right to print jobs in the In-plant folder.
General Settings - Roles View personal order folders section • My Orders Folder: This option controls whether users can get an overview of all their orders that have not yet been completed. The My Orders Folder is by default enabled for every user allowing the user to see his own orders. • My Approved Order Folder: This option enables users to view the print jobs they have approved, included the print jobs that they approved of other users.
General Settings - Roles Companies section • Access: The Access checkbox in the Companies section controls whether users see the Companies tab in the Menu bar or not and is off by default for all user roles, except the department manager, company manager, production manager and administrator. • View All Companies: The View all companies checkbox allows users to view all company and company related items (users and publication types). When deselected you'll need to assign the user to a company first.
General Settings - Roles • Enable/disable: When the Enable/disable option is selected a user can control whether a company is visible (enabled) for other users or not (disabled). A disabled company is normally not visible for other users (except when the View disabled companies is selected in the New document section above) from this list. • Edit: The Edit option allows users to modify the properties of a company. The Companies section has four sub sections: 1. 2. 3. 4.
General Settings - Roles Pricing and Ordering In this Pricing and Ordering section is defined whether users see the Pricing and Ordering item in the side menu of the companies section. Companies section - Pricing and Ordering • Edit Tax: The Edit Tax checkbox determines whether users see the Pricing and Ordering item in the side menu of the companies section. When the Access checkbox is unchecked the Tax option is not available. By default only the production manager and administrator have access right.
General Settings - Roles Companies section - Departments • Access: The Access checkbox controls whether users see the Departments item in the side menu of the companies section. Only when the Access checkbox is checked are the other options available. • Access all Departments: The Access all departments option gives users the right to view all departments. • Add and Delete: The Add and delete option allows users to add and delete a department.
General Settings - Roles ▪ Access: The Access checkbox enables users to see the Publication Types tab in the Menu bar and is not by default enabled for all user roles. ▪ Add and Delete: The Add and Delete checkbox allows users to add and delete publication types. ▪ Enable/Disable: When the Enable/disable checkbox is selected users can enable publication type folders.
General Settings - Roles Assign Roles •Some roles allow the end user to manage user accounts (company and department manager). When creating a new account an username and password for that account needs to be specified as wel as a role. The Assign Roles section lets the administrator define which roles the manager can assign when creating and editing accounts. The manager will be able to manage users that have these roles.
General Settings - Roles Collections •The Collection options lets the administrator grant access to the Collection sections and its underlaying features. PrintShop Mail •In the Printshop Mail section the right to publish documents to PrintShop Mail Web can be defined. Objectif Lune Inc.
5.4 Languages PrintShop Mail Web is delivered with various languages. In the Language overview page you can: • • • • Select the system language Add a new language Change the default language Delete a language. The administrator can set the system language. The system language is the default language for each company and all users. Each user can select the language they want to use. When a user selects a different language it is stored in the database.
General Settings - Languages 5.4.3 Edit a language It is possible to edit every language in the overview. If, by example, a new language is added it is poissible to edit the settings or to add a translation to the new added language. To edit a language: 1. Click Settings in the Menu bar and click the Language item from the side menu. 2. Select a language from the overview by clicking on the name of the language.
General Settings - Languages cWelcome=Welcome cEditUserInfo=Edit user info fbPersonInfoEdit=Edit user info cWelcome=Welcome cEditUserInfo,fbPersonInfoEdit=Edit user info cWelcome=Welcome cEditUserInfo,fbPersonInfoEdit=My Profile 4. Click Save to store the changes. It is also possible tot change the default language direct from the Language overview. The default language is indicated by a black check mark. Click one of the greyed out check marks to make the selected language the default system language.
5.5 Web Design The Web Design page lets you define the color scheme and other style attributes of the web site. These settings are used for those users that have access to multiple companies (if these companies have different skins). Important: In the Companies section there is also a Web Design section. In this part of the software you can select a custom skin for each company. 5.5.1 Changing the Web Design parameters To change the Web Design: 1.
General Settings - Web Design ▪ Default: Click the Default button to reset the values to the values that came with the system. 4. Click Save to store the changes and to upload the header image (if applicable). Objectif Lune Inc.
5.6 Maintenance In the Maintenance window the administrator can delete items marked for deletion by users. Deleted items are not visible but are stille stored in the database. • • • • Documents: These are deleted templates/documents from the Publication Type section. Orders: Orders deleted from the Order Manager section. Jobs: Jobs that where not added to checkout and are no part of an order. Actions: These are database records of preview failures, print failures, etc.
6 Pricing and Ordering In the Pricing and Ordering section of the Settings menu various pricing and ordering releated settings can be defined. The Pricing and Ordering Settings page Objectif Lune Inc.
6.1 Settings In the Settings window from the Pricing and Ordering section you can define several general system settings. The Pricing and Ordering Settings pages contains the following sections: • • • • General Payment connector MIS connector Costs To change the general Pricing and Ordering Settings: 1. Click Settings in the Menu bar. 2. Click Settings in the Pricing and Ordering section from the side menu. 3. Click the Edit button. The following screen appears: The general Pricing and Ordering page 4.
Pricing and Ordering - Settings 5. Click Save to store the changes. Objectif Lune Inc.
6.2 Currencies In the Currency window you can change the systems default currency. The system default currency is set to Euro. To change the currency settings click on the currency name and click Save to store the changes. The default currency can also be changed by clicking one of the grey check marks in the overview. The system default currency is indicated by a black check mark. The Currency overview page 6.2.1 Add a new currency To add a new currency: 1. Click Settings in the Menu bar. 2.
Pricing and Ordering - Currencies 6.2.2 Delete a currency To delete a currency: 1. 2. 3. 4. Click Settings in the Menu bar. Click Currency in the Pricing and Ordering section of the side menu. Select the checkbox in front of the currency's name. Click the Delete button, a warning dialog appears. Currencies are directly removed from the system. Objectif Lune Inc.
6.3 Tax Rates PrintShop Mail Web is working with a sales tax mechanism (also called value-added tax or VAT). This mechanism covers tax rates for different countries and states/zipcodes/zipcode ranges. Tax is applied in the price calculation process at the end of the checkout process (shopping cart) based on the company or department. The Tax Rates section found in the Settings side menu lets the administrator manage Tax Rate profiles.
Pricing and Ordering - Tax Rates 6.3.1 Add a new tax rate To add a new tax rate profile: 1. Click Settings in the Menu bar. 2. Click Tax Rate in the Pricing and Ordering section of the side menu. The Tax Rates overview page is shown. 3. Click Add. The following dialog appears: The Add new tax rate dialog 4. The Add dialog contains the following sections: ▪ General: Enter the Name of the tax rate and specify the Tax Rate Percentage.
Pricing and Ordering - Tax Rates 6.3.2 Delete a tax rate Tax rate profiles can be removed from the overview except for the system default tax rate profile. To delete a tax rate profile: 1. Click Settings in the Menu bar. 2. Click Tax Rate in the Pricing and Ordering section of the side menu. The Tax Rate overview page is shown. 3. Select the checkbox in front of the tax rate description (name). 4. Click Delete, a warning dialog is shown.
Pricing and Ordering - Tax Rates 6.3.3 Edit a tax rate To edit a tax rate profile: 1. Click Settings in the Menu bar. 2. Click Tax Rate in the Pricing and Ordering section of the side menu. The Tax Rate overview page is shown. 3. Select a tax rate profile from the overview by clicking the tax rate name. The following screen appears: The tax rate properties page 4. Click Edit to open the Edit dialog, in this dialog you can change the properties of the tax rate profile. 5.
6.4 Shipping Rates Shipping costs are calculated based on the total weight of the items in the Checkout. For this the administrator can define a unit weight per template and needs to setup Shipping Rate Profiles. Shipping charge calculation can be enabled per company and multiple shipping rate profiles can be assigned to that company. In PrintShop Mail Web customers can add one or multiple documents to a shipping basket or checkout. The documents in the checkout will be part of the same order.
Pricing and Ordering - Shipping Rates 6.4.1 Add a Rate to a Shipping Rate Profile To manually add a rate to the rates table of a shipping rate profile: 1. Click Settings in the Menu bar. 2. Click Shipping Rates in the Pricing and Ordering section of the side menu. The Shipping Rate Profiles overview page is shown. 3. Click the name of the profile, the Shipping Rate Profile Properties page is shown. This page shows the properties of the profile and a list of the rates if applicable. 4.
Pricing and Ordering - Shipping Rates 6.4.2 Add a new Shipping Rate Profile To add a shipping rate profile: 1. Click Settings in the Menu bar. 2. Click Shipping Rates in the Pricing and Ordering section of the side menu. The Shipping Rate Profiles overview page is shown. 3. Click Add to display the Add dialog. The Add new shipping rate dialog 4. The New Shipping Rate Profile window lets you specify the following information: ▪ Shipping Method: Enter a name in the Shipping method field.
Pricing and Ordering - Shipping Rates 2. Click Shipping Rates in the Pricing and Ordering section of the side menu. The Shipping Rate Profiles overview page is shown. 3. Check one or multiple checkboxes in the first column. 4. Click Delete to remove the profile. A warning dialog is shown before deleting the profile(s). Deleted profiles are removed from the system, companies that had these profiles assigned will no longer have this option in the ordering process. Existing orders are not effected. 6.4.
Pricing and Ordering - Shipping Rates 3. Click the name of the profile. The Shipping Rate Profile Properties page is shown. 4. Click the Import button below the Rates overview table. The Import dialog is shown: The Upload rates file dialog 5. Click Browse and navigate to the file on your local hard drive. Check the Ignore headers option to ignore the information stored in the first row of the Excel document. The import procedure will start reading at the second row of the document.
6.5 Calendar The Calendar Settings section lets the administrator define the working days of the print provider and setup a list with restricted order dates. These items are reflected in the shipping date calendar in the ordering process. The calendar dialog in the ordering process The Restricted Order Date option lets the administrator mark specific dates as a holiday or day off. Customers will not be able to select these days/dates as the preferred shipping date.
Pricing and Ordering - Calendar 6.5.1 Add a Restricted Order Date To Add restricted order dates: 1. Click Settings in the Menu bar. 2. Click Calendar in the Pricing and Ordering section of the side menu. The Calendar page is shown. 3. Click Add below the Restricted Order Dates overview. The following dialog appears: Enter a date and description for the new Restricted Order Date. 4. The dialog contains the following fields to complete: ▪ Date: Enter the Date.
Pricing and Ordering - Calendar The Edit calendar settings dialog 4. Check the checkboxes of your regular working days. 5. Click Save to store the changes and close the dialog. 6.5.3 Delete Restricted Order Dates To Delete a restricted order date: 1. 2. 3. 4. 5. Click Settings in the Menu bar. Click Calendar in the Pricing and Ordering section of the side menu. The Calendar page is shown. Select one or multiple checkboxes in the first column. Click Delete. A warning dialog is shown.
Pricing and Ordering - Calendar The Upload restricted order date file dialog 4. Click Browse and navigate to the file on your local hard drive. Ignore headers: Select this option to ignore the information stored in the first row of the Excel document. The import procedure will start reading at the second row of the document. Removes Existing Dates: Select the Remove Existing Dates checkbox to delete all existing entries before insert the dates. 5. Click Save to start uploading the file.
7 Production In the Production section of the Settings menu several production related topics can defined. The Production Settings page Objectif Lune Inc.
7.1 Production Settings In the Settings window from the Production section you can define several production specific settings. The Production Settings page contains the following sections: • Production Time • Print Production Connector To change the Production Settings : 1. Click Settings in the Menu bar. 2. Click Settings in the Production section from the side menu. 3. Click the Edit button. The following screen appears: The Production Settings page 4.
7.2 User Input Field Defaults The User Input Field Defaults option is introduced to streamline the web form configuration during the PrintShop Mail Publishing process. The designer of a PrintShop Mail document can use the Printshop Mail Web interface to change the presentation and behavior of user input fields. The designer can set various aspects like the input type (plain text, image upload, checkbox, etc.) and make a field required.
Production - User Input Field Defaults ▪ ▪ ▪ ▪ Collection Checkbox Rich text editor Regular expression. ▪ Default Value: The options in the Default value section define the initial value of the field. The value can be overwritten by the end user. See for more information about Item Properties the Setting up Web Forms chapter. 5. Click Save to creat a new user input field default item. Note: When an existing user input field default is edited the changes are only applied on new user input fields.
Production - User Input Field Defaults 3. Click the Export button below the User Input Field Defaults overview. The Opening window of the web browser appears. 4. Choose to save the file to disk and open the resulting file (XML format) to read of edit the data with an XML editor. The Import user input field defaults option lets you import a XML file with user input field defaults on the User Input Field Defaults overview page. To import the XML file: 1. 2. 3. 4. Click Settings in the Menu bar.
7.3 Output Folders Output folders are folders used to store static PDF-files, these can be PDF output generated for PrintShop Mail documents or the high resolution file of static PDF documents. Due to their nature output folders are not connected to a particular company. The operator will not be able to send PDF documents directly to the printer or spooler. Instead the system will place a copy of the PDF document in a predefined output folder.
Production - Output Folders The Delete output folder dialog 4. Select a new output folder in the Replace With pull-down-menu. This will assign a new default output folder to these documents that are attached to the selected folder(s). 5. Click Delete. The selected output folder(s) and the documents contained in it are removed. 7.3.3 Enable the download link Download links are added to the most recent items in the Output History overview.
7.4 Job options With Job Options it is possible to change the characteristics of generated PDF files. PrintShop Mail Web uses job options files when creating softproofs and when creating PDF output of PrintShop Mail documents. By default Print Shop Mail Web has 2 pre installed job option files. It is possible to upload additional job options files. Job option files can be created using Acrobat Distiller, by editing the settings and saving the settings to a file.
Production - Job options The Delete job options dialog 5. Click OK to delete the selected job options files. Documents reffering to a deleted job options file will use the standard job options file included with PrintShop Mail Web. Objectif Lune Inc.
7.5 Printers In the Printers overview from the Settings section all the available printers are displayed. This list is provided by PrintShop Server. Stopping and starting PrintShop Server will refresh this printer list. Printers that are marked with a red icon in the first column will not show up in the printer list in the Output dialog. Printers that are marked with a green icon will show up in the printer list. 7.5.1 Change the status of a printer To disable a printer perform the following steps: 1.
8 E-mail The E-mail settings section is used to set up e-mail notifications that will be send e-mail messages when orders are created or when the status of an order is changed Objectif Lune Inc.
8.1 E-mail Settings When PrintShop Mail Web sends e-mail messages the system default e-mail settings are used. The E-mail Settings page shows information about the current e-mail settings. The E-mail Settings page allows the administrator to enable the send e-mail message option and setup e-mail server related parameters. 8.1.1 Configure the E-mail settings To change the E-mail Settings perform the following tasks: 1. Click Settings in the Menu bar. 2.
E-mail - E-mail Settings The Test E-mail Settings dialog 4. Enter an e-mail address and click the Test button to send a test message to the entered address. If the e-mail message was send successfully the message "Succesfully sent the test e-mail" is shown. Objectif Lune Inc.
8.2 E-mail Addressees The E-mail Addressees section lets the administrator define who receives e-mail notification messages. This can be defined per order status. Configure the addressees To setup who receives status change messages: 1. Click Settings in the Menu bar. 2. Click Addressees in the side menu. The E-mail Addressees overview appears: Status Overview of the E-mail addressees section 3. Select an order status from the overview.
E-mail - E-mail Addressees ▪ Completed queue: Persons that have the privilege to view the orders with status Completed. ▪ Quote request: Persons in the printshop that can enter a price quote. ▪ Quote price: Persons in the customers organization that have the privilege to Approve the order. ▪ Custom e-mail: In the Custom e-mail field you can enter an extra e-mail address. Please note that this custom e-mail address is used for all orders in the system.
8.3 Managing E-mail Templates The introduction of E-mail templates simplifies the management and customization of e-mail messages send by PrintShop Maill Web. E-mail templates are HTML documents and are stored on the file system of the PrintShop Mail Web web server. The e-mail templates can be altered using a plain text editor (e.g. Note Pad++). An e-mail template combines HTML and PHP allowing the administrator to add and remove information from the message.
E-mail - Managing E-mail Templates 8.3.2 Template names The name of the template consists of two parts. The first indicator refers to PrintShop Mail Web objects (e.g. order and account). The second part defines the action that invokes the sending of the message. E-mail templates folder By default PrintShop Mail Web has a set of language independent e-mail templates stored in emailtemplates folder. So the setup doesn't create language exceptions or exceptions for a skin.
E-mail - Managing E-mail Templates An e-mail template in Notepad++ The following functions are available for all e-mail templates: • setSubject: This function sets the subject for the e-mail message. If no subject is specified the subject is set to: No Subject. $this->setSubject("Password Assistance") • setFrom: This function overrides the Sender e-mail address set in the E-mail Settings. $this->setFrom("info@printshopweb.
E-mail - Managing E-mail Templates //Attach the softproof pdf of each document/job to the message: foreach ($this->jobs as $key => $job) { $id = $job[id]; $this->addAttachment("application/pdf","/files/jobs/$this->companyid/” . $id . “/” . $id . “_lr.pdf"); } • getString: Returns the given string from the language strings. $this->getString(cNo); $this->setSubject("$this->getString(cYourAccountDetails)") • replaceString: Replaces the value of a string based on a match in the second parameter (array).
9 Modules PrintShop Mail Web includes a framework for managing and describing modules. Modules are used to add or customize functionality in specific areas of the application. The Overview option in the Modules section from the Settings side menu shows an overview of the installed modules. The modules are grouped by their module type. Click the plus-icon in front of a module type to view the available modules for that type. For more information see the guides of the respective module type.
9.1 Add a new Module PrintShop Mail Web modules are distributed as zip files. They are installed by uploading the .zip file via the Modules Overview page (Settings section). To upload a new module: 1. 2. 3. 4. Log on to the PSM Web website using the credentials of an administrator account. Click Settings in the menu bar. Click Overview in the Modules section of the Settings side menu. The Modules Overview page appears. Click Add, the Add module dialog appears. The Add module dialog 5.
9.2 Configure a module To change the settings of a module: 1. 2. 3. 4. 5. Click Settings in the Menu bar. Click Overview in the Modules section from the side menu. The Modules Overview page appears. Click the plus-symbol in front of a module type to view its contents. Select a module by clicking the module name to view its Properties page. Click the Edit button to edit the Properties page: The Properites page of the XML to File MIS Connector. 6.
9.3 Delete a Module To delete module from the Modules overview: 1. 2. 3. 4. Click Settings in the Menu bar. Click Overview in the side menu. The Modules overview appears. Select one or multiple Modules by clicking the checkbox in the first column. Click Delete. The following dialog appears: The Delete modules dialog 5. Click OK to delete the selected Modules. When a module is marked as system module in the database, the checkbox is disbled. It is not possible to delete the system marked modules.
10 Enabling B2C (Business to Customer) PrintShop Mail Web not only enables B2B (Business to Business) transactions, but also B2C (Business to Customer) transactions. URL of a Public Company To allow any visitor from the web to view and order selected documents, without having to create an account first, the documents and publication types must be defined in a public company, that is a company whose type is Public.
Enabling B2C (Business to Customer) - Delete a Module Placing orders in a public company is achieved the same way as with a private company, except that in order to proceed to checkout, the user is invited to create an account. As illustrated below, the Proceed button is grayed out until the user creates an account by clicking ont the create account link. A Create Account link allows new visitors to create an account in order to proceed with checkout when shopping on a public company.
Enabling B2C (Business to Customer) - Delete a Module By default, the account manager of a public customer will only let him see his current order(s). It will not show the different statuses of an order (Approved, Shipping, etc.). Of course, like with other roles, this can be changed by the administrator. Objectif Lune Inc.
11 Introduction to Regular Expressions This chapter is an introduction to regular expressions, explaining basic regular expression syntax. Regular expressions for user input fields use the perl regular expression notation. Note that the user input regular expressions must match all of the input. Additional information can be found at the following web sites: • http://regexlib.com • http://www.regular-expressions.info • http://en.wikipedia.org/wiki/Regular_expression Objectif Lune Inc.
11.1 Syntax The following sections describe the basic regular expression syntax. Character selection Regular expressions can contain both special and ordinary characters. Most ordinary characters, like "A", "a", or "0", are the simplest regular expressions; they simply match themselves. You can concatenate ordinary characters, so last matches the string 'last'. • [] Matches a single character that is contained within the brackets. For example, [abc] matches "a", "b", or "c".
Introduction to Regular Expressions - Syntax • {n} Exactly n occurrences. • {n,} At least n occurrences. • {n,m} Between n and m occurrences. There are 12 characters with special meanings: • • • • • • • • • • • • the the the the the the the the the the the the opening square bracket [ backslash \ forward slash / caret ^ dollar sign $ period or dot .
11.2 Examples The following examples may be useful. Only numbers The following regular expression accepts only numbers as input. [0-9]+ The expression step by step: • [0-9] Numbers 0 through 9 • + one or multiple Dutch zip code The Dutch zip code consists of four numbers, one space and two uppercase letters (eg 1234 AB). [0-9]{4}\s[A-Z]{2} The expression step by step: • [0-9]{4} Four numbers • \s a single space ("" or [] or \s) • [A-Z]{2} Two uppercase characters Canadian zip codes Canadian postal codes
