WindwardWiki

adminpanel

2005-10-21T08:38:00+09:00

The Admin Panel The admin panel is the heart of the Windward E-Commerce System (WECS). From here you can control most of the behind-the-scenes configuration that controls the appearance and functionality of your site. This is the admin panel: Clicking any of the headers on this panel will open a menu with one or more configuration options. These options are:

annsupp

2008-10-27T09:15:02+09:00

Annual Support Plan Contract Windward encourages you to purchase an Annual Support Contract after the Included Support Plan purchased with your initial software purchase expired. With an Annual Support Contract, you will enjoy unlimited (subject to stated terms) software support by phone and email from our group of support professionals. An ongoing Annual Support Contract will ensure that there will be no interruption in telephone support services access, so vital to keeping your company up a…

ec_cart_tags

2005-09-02T13:02:12+09:00

Cart Tags Cart Item Tags Displays current part QTY Displays current part total value (If your store uses GST-included pricing, GST is included) Cart Total Tags Displays tax amount. Displays zero for stores with GST-included pricing. Displays total tax amount Displays total cart value including GST Displays total cart value (including shipping if …

ec_part_tags

2006-04-03T08:23:10+09:00

Part Tags Remember that you don't need to specify WHICH part is being displayed most of the time. The E-Commerce system will track and display the right part. For example, when doing a search the system will display a list of parts. For each item display segment you need only specify and the correct part number will be applied for that segment.

ecactions

2005-08-22T12:36:43+09:00

WECS Actions Actions can best be considered instructions or requests passed to the E-Commerce system. You can send these action requests using URLs or forms. The actions and their required values are the same for both URLs and forms. There are two kinds of actions, transient and non-transient. Transient actions take place outside the normal flow of your customer's shopping experience. Logging in, for example, has no effect on the view part, add to cart, checkout flow, so it is considered…

ecaddtocart

2005-10-06T15:20:38+09:00

How to add items to a cart Adding items to a user's cart is easy. Like most WECS actions it can be accomplished with both URLs and forms. URLs are best for single-click add-to-cart actions, where forms allow more flexibility in adding parts, for example adding more than one part or more than one quantity at a time.

ecappearance

2005-10-06T14:16:55+09:00

E-Commerce Appearance Pieces The E-Commerce appearance is dictated by many pieces, not all of which have a purpose that is immediately obvious. * default_content_html * Category List * Inventory * Part Display Page * Matrix Items * User Login * Shopping Cart * Invoice Display * Payment Input

eccartdisplay

2005-11-15T10:31:19+09:00

Shopping Cart Display The shopping cart is usually constructed with three parts: the prefix, cart contents, and suffix. The prefix includes any pre-cart preamble, and the cart headers. The cart contents is a repeating segment that will have values inserted by WECS. Normally this will be a table row, though CSS can also be used to format the contents. The suffix normally finishes the table and displays the cart totals.

eccategoryexport

2005-12-01T09:56:47+09:00

Category Export Considerations When exporting your categories from System Five to the Windward E-Commerce System (WECS) there are a few things to be aware of. Category Display * When doing a category upload, all your categories are uploaded to WECS. * You will have to prune the categories in the admin panel to remove empty categories. * After pruning, any categories with no items in them will not display to the customer.

eccategorytree

2005-09-23T14:44:56+09:00

The Category Tree The category tree is will dynamically change its size and appearance when categories are added or removed. It was designed for a vertical, expanding layout and may not accomodate different designs. Root Category Root Category Node Node Current category Node Node Node Root Category When a root (main) category is chosen, the page is reloaded and the nodes (sub categories) are inserted after the chosen root category. When a node is chosen, the page is reloaded aga…

eccattags

2005-09-23T14:46:10+09:00

Category Tags These tags will probably only be used in your template.html file. There are two kinds of category tags: * Displays information about the current category * Inserts HTML segment for listing categories The Tags Windward Tag Tag Function Current category number Current category name Parent of current category Displays Main-category:Sub-category:Sub-category Windward Tag Tag Func…

eccustomerexport

2005-11-29T10:42:58+09:00

Customer Export Considerations When exporting customers from System Five to the Windward E-Commerce System (WECS) there are a few things to be aware of. Customer Logins Within System Five's customer records there is an email field. This information will be used as the login for all E-Commerce use. Note! If you change this information within System Five the WECS customer login will not change. This is intentional, though it will probably change in future versions of WECS.

eccustomernames

2005-11-29T10:59:36+09:00

Customer Name Considerations When uploading customers to WECS, certain naming standards will be applied. This can cause confusion when your customers' first and last names are replaced with their business name without warning. Here's how it works:

ecdata_preparation

2005-11-07T09:51:15+09:00

System Five Data Preparation There are some very important things you should know before you add data to System Five with the intent of uploading it to the Windward E-Commerce System (WECS). Inventory Part Numbers Certain characters cannot be used in WECS, even though they are perfectly acceptable within System Five. When entering new parts, you must not use the following characters in the part numbers:

ecdefaultcontent

2005-08-25T15:36:06+09:00

default_content_html This is the HTML or text your customers will see when they first enter your E-Commerce site. It will only be seen at this time, as soon as the customer does a search or category list this page will be replaced.

ecflow

2005-10-03T13:17:35+09:00

Shopping Flow At first glance the Windward E-Commerce System can be daunting, but never fear! The shopping process is fairly linear, and consists of few stages. Each stage has a specific purpose and is made with a few special tags and only a few HTML appearance segments.

ecforms

2005-09-05T09:39:05+09:00

Creating Forms + Inputs with Windward E-Commerce The Theory Forms are a great way to get input into the system. By using POST forms (instead of GET) we can keep the form data out of the URL where it clutters things and presents info to the user that they do not need to see.

echostingbenefits

2005-11-07T12:16:04+09:00

FYI: Windward E-Commerce Hosting Preamble As a business you may have already explored the idea of commercial website hosting, both in-house and outsourced. Windward E-Commerce hosting differs from other solutions, as the requirements tend to be very specific to the Windward E-Commerce system. This document is designed to give you more detail about the system and why Windward discourages the do-it-yourself approach. All of the below elements are included with your purchase and ongoing monthl…

ecif

2006-02-21T13:42:56+09:00

The Conditional IF: In most every application there will be a time where you'll want to change the presentaion of a web page based on one condition or another. The conditional IF: is exactly what you need for this. Consider the button [view cart] - you might not want this to be an active link if the cart is empty. You might want to say "Cart is Empty" instead, and the conditional IF: allows this.

ecimageprep

2005-09-14T16:20:01+09:00

Image Preparation WECS stores two versions of every image, the original and a thumbnail. The thumbnail is created automatically by WECS. Details you should know * You should always use JPEG files, as most other formats will be too large. * Know the display size of your image - don't upload a 600 pixel-wide image when your page has a 400-pixel box to put it in. * A constant width is recommended, but the height should be allowed to vary. * An image can be resized with HTML, but re…

ecimages

2005-12-12T10:53:44+09:00

System Five Image Export The E-Commerce Replication feature reduces the size of the XML upload by only sending to WECS items that have changed since the last upload. It is important to note that the replication option has no effect on images. Every time you do an upload every image for every part will also upload. For many users this is undesirable.

ecimagetags

2005-10-13T09:31:54+09:00

Image Tags As of August 2005 a new image display system will be implemented in WECS. The new system will be faster and less resource hungry on the server side, resulting in faster downloads for customers. In addition the tags are simpler, so page creation is easier. The older system is detailed at the bottom of the page.

ecinventorydisplay

2005-08-30T16:02:16+09:00

Inventory Appearance When the user is searching or browsing for items to buy, the results of their search or category selection will be shown using these HTML segments. They can be found in the admin panel, under Appearance/Inventory-related. If there are many items to display, they will be divided into pages. You can set the number of items per page using inventory_page_length, which

ecinventoryexport

2005-11-24T10:00:02+09:00

Inventory Export Considerations When exporting inventory from System Five to the Windward E-Commerce System (WECS) there are a few things to be aware of. Choosing Inventory to Export All inventory will upload from System Five, but only inventory designated as 'exportable' will be integrated into WECS. Within System Five, while editing any part, look in the Extra tab. There is an option on the left to [ ] Export to E-Commerce. If this box is not checked the item will not be available online…

ecinvoices

2005-09-05T10:58:48+09:00

WECS Invoice Segments After the customer selects a payment method, WECS displays an invoice to the customer, and mails a copy to both the customer and the seller. These invoices are constructed using the pieces shown below. Current Invoice On-Screen Invoice Display Segment Purpose invoice_html_prefix Includes customer address, ship-to address, data and column headers for the detail segment invoice_html_detail Lists the items purchased invoice_html_suffix Totals up the items purc…

ecinvoicetags

2006-03-01T10:34:55+09:00

WECS Invoice Tags The following tags will insert data about the current invoice. These tags are separated into two parts, tags that refer to the invoice itself, and tags that refer to the parts on an invoice. Item Tags Tag Name Description The part number of the invoice item The name of the part The quantity ordered The price that the customer was charged for the item …

ecmailresults

2005-08-26T09:28:07+09:00

WECS Email Results After every import, the Windward E-Commerce System (WECS) will send an email to the primary address registered for your store. This email contains the results of the import from the server side. It is different from the results seen on the RESULTS tab in System Five's XML Central.

ecmatrixitems

2005-10-18T08:49:07+09:00

Displaying Matrix Items Matrix items are possibly the most complicated component of WECS, but they allow for a great deal of flexibility. Within System Five an item can be set up as a 'matrix item' so that it has several columns of descriptors, or options. For example a printer might have two columns for colour and interface. Rather than creating six items for black and white, USB and serial and parallel printers a matrix item is created, attaching attributes from these columns to the item.

ecnos

2005-07-28T07:59:03+09:00

E-Commerce NO!!! Page Some things should not be done. Never mind why, it's probably silly and frustrating but no less true for it. * Do not use duplicate part numbers in Windward Products. * This includes re-using part numbers too, as the E-Commerce system will not overwrite the old part with the new part's data if the part numbers are the same.

ecntransactions

2005-08-29T10:16:53+09:00

Non-Transient Actions Non-transient actions are considered the essential parts of the user's shopping experience, which typically consists of finding parts, adding them to the cart, and purchasing them. Actions that take place outside this flow are considered transient actions. Non-transient actions are 'remembered' by the server, so the server is aware of exactly what part of the flow every user is experiencing.

ecoldimages

2005-08-31T12:13:16+09:00

The Old Image Display System This method of displaying images has been deprecated as of August 2005. Displaying images can be tricky at first. With luck this page will tell you everything you need to know. Generally to insert an image, this tag is used:

ecomgeneral

2005-11-07T12:15:42+09:00

E-Commerce General Information * E-Commerce Requirements * Windward Hosting Benefits

ecomprimer

2010-05-24T14:08:49+09:00

Introduction to E-Commerce A web site can be many things. For the purposes of this document we'll focus on the simple act of selling the same stuff to online customers as you're already selling in your 'brick and mortar' physical shop. Take a long enough view of this simple act and it looks very simple:

ecomtechnical

2007-10-31T08:12:43+09:00

E-Commerce Technical Documentation Please Note! This documentation is constantly being updated. There may be holes and there may be inaccuracies, and for this we apologize. If you find inaccurate data please let your Windward representative know so it can be fixed.

ecotherpages

2005-08-19T15:34:28+09:00

Displaying Static Pages The Windward E-Commerce system allows you to easily display static pages within the context of your E-Commerce story, so that users can get the information they need without having to leave your E-Commerce site. How to Make a Static Page Static pages are like any normal webpage. The standard HTML rules apply. Keep in mind that:

ecpartdisplay

2005-11-14T15:19:35+09:00

Individual Part Display An the admin panel, click Appearance, then Part Related, and then the bottom segment: part_view_html. This segment is where a single part view is created, so that after locating a part by searching or browsing, it can be focused on exclusively.

ecpayment

2005-11-16T09:58:33+09:00

The WECS Payment Screen Accepting payment with the WECS system is quite straightforward. Currently the system supports three kinds of payments: credit card, Paypal and money order. * WECS does a basic check to ensure the credit card number is in the proper format, but does not contact the CC vendor to ensure it's a valid card, is not stolen etc. That's left to the retailer to process when the order is imported into SystemFive. * Paypal orders are processed and verified by WECS before be…

ecpaypal

2005-11-16T10:33:46+09:00

Paypal Payments + WECS WECS has a modular payment system. Three kinds of payments are built in (VISA, MC + Money Order), but more can be added as configurable modules. The first module to be released is Paypal. The Paypal module uses the Payment Data Transfer (PDT) system, which is provided by Paypal. This feature must be enabled on the merchant's Paypal account before it can be configured in WECS.

ecreplication

2005-10-21T10:40:03+09:00

E-Commerce Replication E-Commerce replication has a very useful function that is belied by its somewhat obscure name. By checking this box System Five will attempt to only upload data that has changed since the last upload, thereby minimizing the amount of time spent preparing and uploading the XML files.

ecrequirements

2005-09-05T07:39:23+09:00

E-Commerce Server Requirements The Windward Software E-Commerce server was never designed to be a saleable product, so while the possibility exists to have it run on your own system the costs of installation and maintenance are prohibitive. It's not just a website, it's a total e-commerce solution, with more security, reliability and redundancy demands than a normal business website would normally employ. You can read more about the server here.

ecsearches

2005-08-30T09:29:00+09:00

Creating Searches Creating searches within the Windward E-Commerce System (WECS) is not difficult. There is a specific action for searching, and you can refine this search using additional qualifiers in both your URLs and forms. Examples The simplest search is a text entry field and a search button. You can assemble this quickly with the following form or URL. The advanced search will look through part numbers and the part name field. All inventory items with the search words in their par…

ecserverdetails

2005-09-28T10:17:49+09:00

Server & DNS Setup Most people will use Windward's servers to host their entire site, as well as the E-Commerce package. In order to set this up so that customers can enter yoursite.com and arrive at the right place you'll need to define the name servers or server address for that domain.

ecspecialcare

2006-02-15T14:05:02+09:00

Special Warning When copying code examples from this site, please be careful. This wiki will often make attempts to convert raw code to human-readable equivalents. Most often this results in apostrophes and double-quote symbols being changed: 'apostrophes' and "double-quotes"

ectags

2005-11-16T09:13:38+09:00

E-Commerce Tags Basic Tips The Windward E-Commerce system is very easy to use, with the specialized

ectemplate

2005-09-23T14:30:35+09:00

The Template File The design of the template file defines the look and feel of the site. It is the wrapper, or shell, that surrounds all the content of every page the customer sees while using the Windward E-Commerce System (WECS). It should include things like links to static pages, a search bar, the category tree for browsing, a company logo, etc.

ectransactions

2005-08-22T13:00:58+09:00

Transient Actions Transient actions occur outside the normal shopping flow. These actions can be performed at any time without affecting the flow of the user's shopping experience. After a transient action is completed the user is returned to the page they were viewing before the transient action began.

ecurls

2005-08-22T14:58:09+09:00

Creating URLs with Windward E-Commerce The Theory URLs are a great way to create permanent links for specific functions within the system. By using URLs instead of forms we can keep the page layout simple, and require minimum user intervention. All actions can be used in forms as well as URLs. The action used is the same for both methods.

ecuserinput

2005-08-24T10:49:55+09:00

Customer Input Methodology The Windward E-Commerce system is a robust, easy-to-use system that allows significant flexibility for the administrator responsible for creating HTML pages. Two distinct input methods are used, and a combination of HTML segments and special tags create the output seen by the customer.

ecuserlogin

2005-08-15T14:57:27+09:00

User Login Form Use this form to log your users in from any page, including user_login_html )(
)else()> )(
)else()> Use this URL to create a n…

ecuserpassword

2006-02-08T12:22:33+09:00

User Password Retrieval There are cases where you want a user to be able to retrieve a lost password without having to call or email an administrator, and then waiting for the next user upload from System Five. This ability now exists within WECS, and it includes several new segments, tags, forms and a fairly strict procedure.

ecuserschedule

2006-02-14T07:56:39+09:00

User Schedule Usage Notes At the request of a WECS user Windward have added the ability to query the schedule level of the logged-in customer. This was requested so that wholesale customers, all of whom used the same schedule, could see in-stock quantities but normal users could not. The result was .

ecuserseg

2005-08-19T16:01:59+09:00

User Login Segments There are other user-login related segments, such as new user registration, address confirmation pages etc. These pages should come pre-configured with your Windward Software E-Commerce installation. They include already all of the tags you'll need to know to configure your own pages.

ecusertags

2006-02-09T09:29:23+09:00

These tags allow you to display and input user-related information. Fields like user names, addresses, and logins will be found here. User Information Tags Windward Tag Tag Function Business name for customer record (Not implemented, for Future Use only) The user's first name. The user's last name. The user's username (the name they use to authenticate themselves). This code will alwa…

ecwecsupdates

2005-09-09T08:24:42+09:00

WECS Updates The Windward E-Commerce System (WECS) is constantly being improved and updated. Below you'll find new updates and changes as they're added. The newest items are on top. * 09/09 - Paypal payments are now possible (in the new WECS, currently in Beta), and are very easy to set up. Contact your Windward rep to activate this feature. * 31/08 - By user request, Admin Panel auto-logout time has been extended to 60 mins from 24 mins. * 30/08 - A new image system is being implemen…

ecxmlexport

2006-08-22T13:44:34+09:00

E-Commerce XML Export XML Data Export Explained System Five has a very efficient data export facility in the form of XML Central. It can interrogate your database, create data export files and upload them to the E-Commerce server. Once these files have arrived on the E-C server they are imported into the server's database, at which point they'll be ready for use by your customers on your web site.

ecxmlimport

2007-10-31T08:10:05+09:00

XML Import Once sales have been made online, they need to be imported into System Five for further processing. This is very easy to set up. Orders are brought into System Five as Work Orders, and should not be converted to invoices until the payment has been processed by the user.

full_terms_and_conditions

2008-10-27T08:50:19+09:00

WINDWARD SOFTWARE INSTALLATION, TRAINING & SUPPORT END USER RESPONSIBILITIES, TERMS & CONDITIONS OF PURCHASE Windward Software apologizes for the length of this document. These terms and conditions are not designed to restrict your use of the software or restrict your rights. Experience has shown that the best way to ensure all parties are aware of their responsibilities is to list them all up front. Some of our services are provided at a cost to the customer, and we want to be sure you are a…

speedypos_t_c

2008-10-27T09:08:59+09:00

start

2011-11-03T01:51:26+09:00

Welcome to the Windward Wiki Terms & Conditions These are subject to change without notice. * System Five Terms and Conditions * SpeedyPOS Terms and Conditions Annual Support Subject to change without notice * Annual Support Policy User's Area * SpeedyPOS & System Five Users' Area * Barcode Scanner Programming * Barcode Printer Codes * Forms and Labels

t_c_document

2005-09-20T15:16:24+09:00

This document has moved. On the Start Page it's the second link. It cannot be linked directly as docs linked from an admin-locked page (such as this one, in the windward staff pages) are admin-locked also.

uploading_data

2006-08-22T15:02:22+09:00

Uploading Data Uploading data to WECS is easy once you've got your XML Export set up. First, from the Navigator in System Five or SpeedyPOS Plus, select: * Setup Tools * Utilities * XML Central Once here, assuming your XML setup is correct, you need only select the type of upload, using the dropdown menu on the right, then press the Export XML button on the left.

wecs_functions

2011-11-03T01:49:21+09:00

WeCommerce Feature List WeCommerce is not a feature-complete implementation of System Five. It was never designed to be, it is an extension to System Five’s abilities, and it offers the basics of E-Commerce functionality. There are many things that System Five does that WeCommerce does not do, and probably will never do. WeCommerce has easy integration with System Five.

wecs_primer

2005-11-04T11:06:50+09:00

WECS Primer The Windward E-Commerce System (WECS) is not a complicated system, however it is comprised of a large number of parts that may seem overwhelming at first. In a nutshell, WECS takes inventory and customer data and allows sales to be processed online. This data must be exported from System Five into the WECS database, and online sales must be re-imported back into System Five. Extra attention must be paid to inventory and customer records that will be uploaded to WECS.

wecsincludes

2006-03-13T14:07:58+09:00

What WECS Includes WECS is a pre-assembled, ready-to-run E-Commerce solution. Except for a small amount of configuration, you do not need to do anything to get your business online and begin making sales. WECS is installed with a default template which, while functional, may not prepresent your business the way you would prefer.

wikiuploadingimages

2005-08-15T09:56:47+09:00

If you wish to add images to the wiki, you can use the image button above the edit box, which allows you to upload images easily, or you can upload them to the FTP server. Doing the former creates a list of all uploaded files you can easily select from any page when pressing the image button again. This does however have the not insignificant risk of creating a massive list of images which you'll have to download every time you place an image. Conversely, it's easy, very easy, and you shoul…

xmladditionalprocessing

2005-08-15T10:09:38+09:00

System Five XML: Additional Processing There are several settings on this page. You don't need to change them, unless instructed by Windward staff. Leave them all blank, and the bottom option, chain to: should be set to 'None'. Next Stage Click for the next tab, FTP

xmlecommerce

2005-08-15T10:27:00+09:00

System Five XML: E-Commerce You were sent an email with the E-Commerce setup information. Included in there was your admin panel login information. This is what is expected here. If you do not fill in this information the info the system will upload but not import your data, instead relying on you do manually do it.

xmlemail

2005-08-15T10:29:31+09:00

System Five XML: Email System Five will send an email to you when the export has completed, containing a duplicate of the XML file. You may be asked to enter this information by Windward staff so they can troubleshoot your export. If your exports are working correctly there's no reason to clutter up your inbox with this data, so you should leave it blank.

xmlexportoptions

2006-01-30T08:23:09+09:00

Export Options Default Options Option Function wwExportWebComment Detailed item description wwExportFreeForm Freeform comments wwExportLkupWords Lookup Words (can be useful when searching) wwExportPurchasePrice Item Prices (schedules 1-12) wwExportBrand Item brand data wwExportKitInfo Kits and matrix information wwExportPicture Image data for inventory (more info on images) wwExportMatrixSizes Matrix item data Not Used * wwExportSellingComments * wwExport…

xmlexportsettings

2006-01-30T08:22:44+09:00

System Five XML: Export Settings The first tab, Export Settings, allows you to easily set up your data for export. Export Type This dropdown menu selects the data type to be exported. Currently only four of these are used: * Customers (See here for more customer export information) * Inventory (See here for more inventory export information) * Invoices * Categories (See here for more category export information)

xmlftp

2005-09-29T08:41:57+09:00

System Five XML: FTP These settings will determine your success in getting the XML file you created with Export Settings uploaded to the E-Commerce server. FTP Results The box 'FTP Results' should be checked. There are three icons on the right. They are, from left to right:

xmlimportdelete

2007-10-31T08:08:52+09:00

Deleting XML Import Preset If, when pressing the 'web sales' button, you're asked to select an import type (see image on the right), you will need to delete the XML Import Presets in XML Central. In order to do this, open XML Central as you normally would when doing an export, but select 'XML Import' instead. At the top of the screen you should see this:

xmlsaveconfig

2005-08-15T10:03:44+09:00

XML Configuration Save Controls The XML Central module allows you to set up your data export and site upload once, then save these settings as a preset for immediate recall. It's easy to do, though perhaps not immediately intuitive. Read on for a quick and easy guide to using these controls.