Setting up reCAPTCHA involves a few steps, and it's typically used to protect web forms from spam and abuse. Google's reCAPTCHA service offers the traditional "I'm not a robot" checkbox. reCAPTCHA v2 is Free up to 1 million Assessments per month.

Here's a general guide on how to set it up: 1. Sign Up for reCAPTCHA:

• Go to the reCAPTCHA website (https://www.google.com/recaptcha) and click on the "Admin Console" button.

• Sign in with your Google account or create one if you don't have it.

2. Register Your Website:

Click on the "+ button" to register a new site.

• Fill out the form:

1. Label: Choose a name for your website (e.g., "My Shop").

2. reCAPTCHA Type: Nettailer currently only supports "reCAPTCHA v2"

3. Domains: Add the domain(s) where you'll be using reCAPTCHA (e.g., "www.example.com").

• Accept the reCAPTCHA Terms of Service and click "Submit."

3. Get API Keys:

• After registering your site, you'll see a page with your "Site Key" and "Secret Key." You'll need these keys to integrate reCAPTCHA into your website.

4. Integrate reCAPTCHA into Your Website: For reCAPTCHA v2 Checkbox:

• Add the following info into the store @ Settings > Settings > Miscellaneous > Google reCAPTCHA.

  • Check the " Enable reCAPTCHA V2" to enable.

  • Add “Set reCAPTCHA secret key”.

  • Add “Set reCAPTCHA site key”.

5. Monitor reCAPTCHA Usage:

• Periodically check your reCAPTCHA usage in the reCAPTCHA Admin Console to ensure it's working correctly and to monitor any suspicious activity.

That's a general overview of setting up reCAPTCHA. Be sure to consult the reCAPTCHA documentation for the most up-to-date and detailed instructions for your specific use case.

Adding the Netset mail server to your Sender Policy Framework (SPF) record is important to ensure that legitimate email messages sent from Netset on your behalf are properly authenticated and not marked as spam by email receivers.

SPF is a DNS record that specifies which email servers are authorised to send email on behalf of your domain. By including Netset’s mail server in your SPF record, you enhance your email deliverability and reduce the chances of your emails being marked as suspicious or rejected by recipient mail servers.

Here are step-by-step instructions on how to add `mailoutspf.cygrids.net` to your SPF record:

Before you begin:

Make sure you have access to your domain's DNS settings, which are typically managed through your domain registrar or hosting provider.

Step 1: Identify Your Current SPF Record

1. Log in to your domain registrar or hosting provider's control

2. Access the DNS management

Step 2: Update Your SPF Record

1. Locate your current SPF record, which might resemble the following:

2. To add the Netset mail server modify your SPF record by including the SPF information provided by Netset: mailoutspf.cygrids.net

3. Update your SPF record to incorporate `mailoutspf.cygrids.net`. Your updated SPF record may look like this:

In this example, we added `include:mailoutspf.cygrids.net` to authorise Netset’s`mailoutspf.cygrids.net` server for sending emails on your behalf.

4. Save your changes. The process for saving changes can vary based on your DNS management interface. It might involve clicking "Save" or "Update."

Step 3: Verify Your SPF Record

1. SPF changes may take some time to propagate across the DNS system, with a potential propagation period of up to 48 hours for the updated SPF record to fully take

2. You can use SPF record checker tools to confirm that your SPF record now includes

`mailoutspf.cygrids.net`. Tools like "MXToolbox" or "Kitterman SPF Record Testing" can help you verify the changes.

Step 4: Monitor and Troubleshoot

1. Keep an eye on your email deliverability and check for any issues. Test sending emails to different email providers to ensure your emails are correctly

2. In case you encounter problems, review your SPF record for any errors and make adjustments as needed.

Remember that maintaining an accurate SPF record is vital for email security and deliverability. Additionally, consider implementing DKIM and DMARC records for enhanced email authentication and security.

Our Project Database (PDB) simplifies and streamlines support and development projects for both you and our team. You can effortlessly create cases, whether they involve support, error reporting, or customisation requests. Once created, the information is organized and scheduled within one of our sprints, and then assigned to a dedicated individual or team. We recognize the immense value of collaborating within a common and transparent system.

The PDB offers several advantages, including easy case tracking and complete traceability. It provides a clear record of who performed specific actions, when they did so, and allows you to assign tasks to the appropriate team members while keeping stakeholders informed. Furthermore, it grants all involved parties a comprehensive overview of ongoing projects, their current status, and estimated completion dates.

This is a manual for using our system project database (PDB) → Download the manual

Follow the simple steps for a smooth onboarding to our PDB

1. > Log-in < Once you have received your login information, visit project.netset.com and reset your password (which allows you to choose your own secure password).

2. > Navigate <In the left menu, you will find search boxes and the menu. To the right of the menu, you will see your project. If you click in there you will enter the project and can see all the tasks added to the project. It is also here that you add new tasks and see the status of these.

3. > Create or follow up a task < When you create a task, it will end up with the status “New”, and then Netset will reset the status depending on how the task will be handled. When a task is created you have the opportunity to click on a task and get a more detailed view of just that specific task. We would like to see that all communications are kept in the tight task, and this will ensure that everyone involved is updated with the correct information in the process.

4. > Communications < When communicating through the project database in the task it’s important to choose the right person to communicate with. In the field "Comments" where you write your comment. "Send e-mail to" is where you choose who you require answers from and then who should have mail/notification that there has been an update to the task.

5. > Follow - up < When a task has been handled by Netset and has, for example, Status Posted on Production, you have the opportunity to first and foremost test so that everything works according to your wishes and then go into the task it is about and changes the status to Approved on production when you feel satisfied if you have any comments or feedback please use the comment field and change the status that fits and follow the communications tips to the left.

6. > The status changes you make as a customer <

• From Time Estimated> Approved for Development

• From Ready for Test> Approved on Test

• From Operated / Handled> Approved by Customer

• Closed without action = The task closes without a specific reason.

• Internal customer = The task is paused and the ownership lies with the customer.

• Returning to Netset = For some reason, a task is not accepted and returns ownership of Netset.

US ONLY

AvaTax is a cloud-based tax compliance solution provided by Avalara, a leading provider of automated tax software and services. We use AvaTax in your store to calculate the Tax on orders placed in the store. In order to use Nettailer in the US correctly, you will require an account with Avalara to use AvaTax. Setting up an Avalara account to access their tax calculator involves several steps. Avalara provides a range of tax compliance and automation solutions, and the exact steps may vary depending on the specific service you're interested in. However, here is a general guide on how to set up an Avalara account and access their tax calculator:

Visit the Avalara Website

Go to the Avalara website (www.avalara.com) in your web browser.

Sign Up

To create an Avalara account, you'll typically need to sign up on their website. Look for a "Sign Up" or "Get Started" button or link, and click on it.

Provide Your Information

You'll be asked to provide your personal and business information, including your name, email address, company name, contact number, and other relevant details. Follow the prompts to complete this step.

Verify Your Email

After you've filled out the registration form, Avalara may send you a verification email. Open your email inbox and click on the verification link provided to confirm your email address and activate your account.

Log In:

Once your email is verified, you can log in to your newly created Avalara account using the credentials you provided during the registration process.

Access Tax Calculator (AvaTax):

After logging in, you can access the Avalara tax calculator, which is often referred to as AvaTax. Depending on the specific services you've signed up for, you may need to navigate through the Avalara dashboard to find the tax calculator tool.

Explore and Use AvaTax:

Once you've accessed AvaTax, you can start using it to calculate taxes for your business transactions. You will need to provide the following to Netset:

• AvaTax Username

• AvaTax Password

Customer Support:

If you encounter any issues during the setup process or need assistance with using Avalara services, their customer support team is available to help. Contact information and support options should be available on the Avalara website or within your account dashboard. Please note that Avalara's interface and account setup process may evolve over time, so it's a good idea to refer to their official website or contact their support for the most up-to-date information and guidance on setting up your account and accessing the tax calculator.

This guide will walk you through the steps to apply a discount on a product's general price in your platform. This discount will be visible in your store as an active offer. Please ensure that you have already set up a general price logic in the platform.

Step-by-Step Instructions:

1. Navigate to Pricing: Start by logging into your platform and navigating to the Pricing section.

2. Access Pricing Logic: Click on "Price Logic" and then click the "Create" button to begin creating a new discount.

3. Label Your Price Logic: Specify a label for your price logic. This label will help you identify this logic for later management or configuration.

4. Set From Date: Define the start date from which you want this discount to be applied.

5. Set To Date: Specify the end date for the discount.

6. Manufacturer (if applicable): If this discount applies to a specific manufacturer, select the manufacturer from the options provided.

7. Category and Subcategory: Choose the category and subcategory to which this discount should be applied.

8. Individual Product (if needed): Alternatively, you can select an individual product to apply this discount to.

9. Apply to Normal and/or Bid Items: Indicate whether this discount should be applied to normal items and/or bid items.

10. User Specificity: Decide if the discount is applicable to all users or to a specific customer or customer group.

11. Calculation Type: Select "Discount on general price" from the options available under "Calc Type."

12. Specify Discount: Enter the discount value you want to apply to each of the price levels available in your store.

13. Customer-Specific Discount (if chosen): If you selected “Customer connected” step 10, click "Save" to access options for connecting this discount to the desired customer or group.

14. Save and Close: Finally, click "Save & Close" to save the setup and close the editor.

Your discount on the general price is now set up and will be visible in your store according to the specified dates and criteria. Customers will be able to see the applied discount on eligible products.

The configuration illustrated above will be displayed in the following areas throughout the store:

Promotions:

Product page:

Product lists:

Setting up Google Analytics 4 (GA4) requires several steps. Here's a basic guide to get you started:

Create a Google Analytics 4 Property

• Sign in to your Google Analytics account.

• Click on the Admin icon (the gear icon) in the lower-left corner.

• In the Property column, click on "Create Property."

• Choose "Web" to add your Nettailer.

Provide Property Details

• Give your property a name.

• Choose a reporting time zone.

• Enable or disable data sharing settings based on your preferences.

Data Streams

• After creating a property, you need to set up data streams. Data streams are sources of data, such as a website, app, or other digital platforms.

• Click on "Data Streams" in the property settings.

• Click "Web" for the your Nettailer.

• Follow the setup instructions provided for the specific data stream.

Add Tracking Code to your Nettailer

• For web properties, you will receive a tracking code (also called Measurement ID) that you need to add to your Nettailer pages. You can do this by enabling GA4 and adding the GA4 measurment ID to your store @ Settings > Google Analytics

• Once the tracking code is implemented, you can start collecting data in your GA4 instance. It may take a few hours for the data to populate in your reports. That's it! You've successfully added a GA4 instance for your online shop.

Privacy and Compliance

• Ensure that you are compliant with data privacy regulations, such as GDPR and CCPA. You may need to implement consent management tools for user data collection and retention.

Remember that setting up GA4 is just the beginning. To get the most out of it, you'll need to regularly analyze the data, refine your tracking, and adapt your strategy based on the insights you gain from the analytics.

How to create an import

To navigate to the imports section go to “Imports>Imports” and you will see the above screen

From here you can select the type of import you would like to create from the drop down menu.

This menu specifies all the import types that are available to your store.

By selecting an option, you will then be able to see a new screen with the various import options available for that selection.

Using the product import as an example below, you can see the options available:

Every import will have a “save import” option which lets you configure a recurring import via FTP. When the file is updated on the FTP, it will be scheduled for import in the shop.

Every import will also have a template that is specific to that type of import. This is the template you will need to populate to build your import file.

Clicking the template will take you to a zip file containing:

1. A text how to guide – with instructions on how to complete the template

2. An example template – with pre-populated dummy data

3. The template itself

Mandatory fields within the template are indicated by an asterisk and the text guide will advise how to correctly populate data required for a specific upload.

You now have the option to determine the type of file from the available drop down options (excel or text).

“Keep current” is specific to a product import and is explained in more detail on the downloaded guide. Selecting these options means that a new uploads will not overwrite any pre-existing data for those particular fields but will instead keep the current data (this works where in this example, the products already exist in the store and are not brand-new unknown products to the store).

Uploading your import

Once you have completed your import template, you can then attach it to the “file” section

Once the file is attached, press the “import” button and the file will then be scheduled to be imported.

Persistent imports

This tab will detail any imports that occur automatically into your store via an FTP collection (for example a product or Price level – once the file is updated on the FTP the store will collect the / updated data and a record of this will be logged under persistent imports).

Import logs

This will detail all imports and the types of imports that have been uploaded into the store via a template upload. This will also indicate the status of each import and whether it has been successfully completed.

Exports

In the “Exports” section, this is where you can create your own custom exports to either be downloaded as a file or sent to an FTP location of your choosing.

Creating a new Export

To create a new export from your store, navigate to Exports>Exports and press the create button

From this screen the first action is to select the type of export you wish to run – this is chosen from the “Type of Export” drop down menu.

Types of Exports

By selecting a type of export from the drop down menu the fields with in the export at the bottom of the page will change to match the relevant data sets available to that particular export.

Export Tool Sections

The other fields available in this section are:

Name – what you wish to call this specific export.

Enable export job URL – this will create a URL download link when the export is created. Following this URL is how you access your export download file. (this would not be necessary if you are sending your export directly to an FTP).

Run Option – This is how often you want the export to run. If the export is set to active it will run around 7am and 7pm daily and the new file will be available from these times in your list of exports.

The export can also be set to run once if the export is only needed as a one off.

FTP Settings

Exports can be set up to send the created export file directly to an FTP – the details of which would need to be populated above.

File Settings

In this section, you provide the filename and indicate the desired file type (CSV or XML). You also select the file and choose a delimiter from the available settings.

Other Export Fields

Depending on the type of export initially selected additional fields will be available to customise the export that is generated. For example by creating a product export for specific customers, suppliers or manufacturers can be included or excluded on an export and the fields available in the export will change depending on the data available.

Fields

Using the product export as an example you can see there are various options to customise the fields created by the export

For any type of export the basic rules will apply for these fields

Field – this will always be the data available from the store for this category of export

Sort order – this determines the column that the data will appear in – note, if no sort order is provided the store will not include this field in the generated export.

Min / max decimals – limits the number of decimal points on the export.

Header – this allows you to rename the “field” category to suit your own naming convention for example you may change “Manufacturer part number” to “MPN” on your export.

Max length – limits the number of characters allowed for that field.

Enclose in double quotes – this will wrap this data field in double quotes in the export.

The new section type provides administrators with the ability to define HTML content for display within the section. Additionally, it introduces dynamic HTML parameters, allowing elements such as the user's name and the salesperson's image to be seamlessly incorporated into the section.

Here's how to utilise this feature:

This section operates similarly to all other sections, enabling you to input your HTML directly into the section settings. Additionally, it offers a few extra functions to further enhance its features.

HTML Parameters

Example:

This facility allows the administrator to log in as a customer or a user. This offers you the facility to see what your customer or the user sees, with a few administrator additions.

The "log-in as customer" feature allows you to see what the customers/user sees, quote them on their agreed pricing and assist them with orders. The advantage of using this facility is that you have the power to override already agreed prices, quotes or assist the customer/user in general

To utilise this feature from the admin section you must be logged into admin and then click on “Log in as customer” or " Log in as user" now select the customer or user.

From the admin section, you click “go to shop” to move to the store. To return to the back office click “To Admin” from the administrator panel.

By viewing the shop as an administrator you can clearly see the product information that is otherwise hidden. You will see the cost price and check stock from your list of suppliers. You may also log-in as a customer with your administrator credentials. Click on “Log in as customer link”. Here you are shown the list of customers that are attached to your store, you can search for a specific customer using the search tools at the bottom of the page. Fill in the relevant field and click “filter” then select the customer by clicking on them from the list. You are now logged in as both administrator and customer. The prices now shown are those for the selected customer. Now you are able to do everything your customer can, including place orders and view products. This is useful if for example a customer calls and wants to place an order. You may easily do it on their behalf. In this role you can also see extended price information. This shows the purchase price, current Price level, margin and contribution margin ratio.

By clicking the "Logout" in the login box you will log out as a customer but you will still be logged in as an administrator and may log in as another customer that you want to work on.

Setting up a user as an approver

Navigate to Customers & Users>Users>Customers tab

This is where you can check the “Approver” box to give a specific user approval rights against a specific customer.

This will give the user access to approvals via an additional menu selection on the store:

Selection the “Approvals” from the user menu will now allow the approver user access to a new screen where they can view any pending (awaiting) orders to be approver or rejected along with an order history of previous orders that have been processed (via this users approval ability).

Approval Chains / Spending Limits

An entire chain of approvers can be set up – where some users will have lower spending limits or even no spending ability (without approval).

By selecting a specific customer, navigate to the “user” tab and you will see that you are able to enter some additional details:

• A “break point” i.e. spend limit for a user

• Next approver – You have the option to designate a specific individual as the next approver once the current user's limit has been reached. In cases where no break point is established and no approver is designated, this user will not be subject to any approval requirements.

• Limit – this is the maximum order value an approver is able to process (bear in mind if all users have a limit cap – then any order above this value will not be able to approved by any user).

Users setting their own approval chains

A “User Administrator” can be set up for a specific customer.

This user will have enhanced administrative rights in terms of being able to create and remove users for their organisation.

They will also be able to administer break points and next approvers from the front of the shop using this “Users” UI.

A User Administrator is created in the same way as an approver.

By navigating to a customer or user and selecting the user tab, the “Customer Admin” option can be selected against the various users in an organisation.

This will grant the user access to the “Users” menu in the front of the shop:

A user can be both an approver and an admin or can be just one of the two roles.

Accessing the user menu will show the user admin all the users within the organisation, whether they are an approver or not and what their order approval break point is and who the next in the approval chain will be (if a named person) or the next user with a high enough break point to process the order.

By selecting a users name, an additional screen can be used to amend break points and set next approvers in a chain:

Additional information can also be administered for a particular user (including account information and email preferences).

Customer specific settings

Under customer settings, there are some additional selections that can be applied to a customer or group regarding how approvals are handled. (Customers and users>customers).

Welcome to our Tutorials & How-to Guides section, your go-to resource for mastering our platform.

Whether you're new to our system or looking to dive deeper into its capabilities, our comprehensive tutorials and step-by-step guides are here to empower you. Our commitment to your success doesn't stop here. We'll continually expand and enhance our Tutorials & How-to Guides with fresh, valuable content.

Be sure to bookmark this page and check back regularly to access the latest insights, tips, and tricks.

ADD-ON

Setting up DKIM (DomainKeys Identified Mail) is an important step in email authentication to help prevent email spoofing and phishing attacks. DKIM uses cryptographic signatures to verify that an email message was sent from an authorised source and hasn't been tampered with during transit. Here are the steps to set up DKIM for your domain:

Access to DNS Records:

You need access to the DNS (Domain Name System) records for your domain. This is typically provided by your domain registrar or hosting provider.

Generate DKIM Keys:

• Generate a DKIM key pair, which consists of a private key (used to sign outgoing messages) and a public key (published in your DNS records for verification).

• You can use various DKIM key generation tools or email services to do this. Netset requires this Private key in DER format (binary)

Add DKIM DNS Record:

• Create a TXT DNS record in your domain's DNS settings. The name of this record should be composed of the selector and the domain name, separated by a period (e.g., `selector._domainkey.yourdomain.com`).

• The value of this TXT record should contain the public key generated in step 2, usually in a specific format like this:

• The exact format may vary depending on your email service provider or the DKIM key generator you used.

Publish the DKIM Record:

• Save the TXT record in your DNS settings.

• DNS changes may take some time to propagate across the internet. This can vary from minutes to a few hours or more.

Provide Netset the Private key to Configure Your Email Server/Service:

Provide Netset with the private key you generated in step 2 so we can configure your email settings to sign outgoing emails.

Test DKIM Configuration:

After setting up DKIM, it's a good practice to send a test email and check its DKIM signature using online DKIM verification tools to ensure everything is working correctly.

Monitor and Maintain:

• Regularly monitor your DKIM records and email authentication status to ensure they are functioning properly.

• Renew DKIM keys periodically for security reasons, typically at least once a year.

Remember that the specific steps and interfaces may vary depending on your email service provider, domain registrar, and DNS hosting service. Always refer to the documentation or support resources provided by these services for detailed instructions on setting up DKIM for your domain.

The Display Category add-on for Nettailer offers enhanced flexibility in product categorization. This guide provides a step-by-step approach to effectively utilising this feature. This add-on allows you to specify an additional display category for products that is different from the category set by the portal. This feature is accessible from both the product editor in the admin and through an Excel import.

Key Points to Remember

• Navigation Impact: This feature solely affects the product navigation on the site.

• Original Category Association: Products maintain their association with the original category, which remains the primary reference.

• Product Range and Limitations: Any limitations or range specifics apply only to the original category, not to the display categories.

• Price Logic: Pricing rules are applicable to the original category and do not extend to display categories.

• Visibility of Category Groups: In a category group (navigation bar), a category will be visible only if it directly contains at least one product. Categories populated only through the Display Category feature will not be displayed.

• Product Links and Breadcrumbs: Product links and breadcrumbs remain connected to the original categories.

• Performance Impact: There may be a slight decrease in performance around the store's navigation and search functionalities.

• Excel Import: The Display Category can be imported and set at the product level.

Step-by-Step Implementation

After having the feature enabled by Netset to make this available in your shop, follow these instructions to utilise the feature:

Accessing the Feature

• Navigate to the product editor in the Nettailer admin.

• Alternatively, prepare your product data for Excel import. The template can be found here

Assigning display categories:

• In the admin panel, locate the option called "Display category".

• Click the "Connect" button to assign a display category to the product, different from its original category.

• Click "Save & close" to save your display category settings

Using Excel Import:

• In your Excel file, include a column specifically for Display Category.

• Assign the desired display category to each product.

• Import the file from the import section of the store at: Imports > Imports > Display category import

Review and Testing:

• After assigning Display categories, review the site to ensure the products are displayed in both their original and Display categories.

• Test the navigation to ensure that it reflects the new categorization without issues.

• Monitor the site’s performance, particularly the navigation and search functionalities, for any noticeable changes.

Ongoing Maintenance:

• Regularly update both the original and Display categories as needed.

• Monitor the site for any performance issues and adjust if necessary.

By following these steps, you can effectively implement the Display Category feature in Nettailer, enhancing your product navigation and display capabilities while maintaining the integrity of the original categorization system. Remember to monitor the performance and make adjustments as needed for optimal functionality.

This guide explains how to manage lists of products in the "Products" section. You can create new lists, edit existing ones, connect products to lists, and perform various other actions to efficiently organise and work with your product data.

Table of contents

1. Create a New List

• Create a New List

• Connect Products Individually

• Connect Products via Excel Import

2. Edit an Existing List

• Edit List Name

• Delete List

• Connect Products Individually

• Connect Products via Excel Import

3. View Connected Features

• Connected Objects

4. Additional Options

• Export List Contents

• Remove All Products

1. Create a New List

To create a new list of products, follow these steps:

• From the "Products" section, select "List of Products."

• Click on "Create" from the top of the screen.

• In the "Label" field, give your new list a name.

• Enable "Allow connections to multiple objects" if you want to use this list in multiple places. Leave it unchecked if you want to restrict this list from being used in more than one location.

• Click "Save" to create the new list.

Connect Products Individually

To connect products to the newly created list individually:

• Click on "Connect a Product."

• Search for the part number you want to connect.

• Select the product from the search results to connect it.

Connect Products via Excel Import

To connect multiple products to the list using an Excel import:

• Click on "Connect Products Using Excel."

• Select your Excel document containing the products you want to connect (a template is available for download on this screen).

• Choose "Full file import" if you want to replace the current list with this new file (optional)

• Click "Check file" to validate the Excel data.

• Click "Import" to connect the products.

2. Edit an Existing List

To edit an existing list of products:

• Select the pre-created list from the list by clicking on it.

• To edit the name, click the "Edit" button.

• Enable "Allow connections to multiple objects" if you want to use this list in multiple places. Leave it unchecked if you want to restrict this list from being used in more than one location.

• To delete the list, click the "Delete" button.

Connect Products Individually

To connect products to the newly created list individually:

• Click on "Connect a Product."

• Search for the part number you want to connect.

• Select the product from the search results to connect it.

Connect Products via Excel Import

To connect multiple products to the list using an Excel import:

• Click on "Connect Products Using Excel."

• Select your Excel document containing the products you want to connect (a template is available for download on this screen).

• Choose "Full file import" if you want to replace the current list with this new file (optional)

• Click "Check file" to validate the Excel data.

• Click "Import" to connect the products.

3. View Connected Features

You can view which features your list is connected to from the "Connected Objects" tab. Lists can be simultaneously connected to the following features:

• Image overlays

• Product tabs

• Additional product texts (add-on)

4. Additional Options

You can perform these additional actions on your lists:

• Export: Export the contents of a List of Products using the "Export" button.

• Remove All: Keep the list container and various connections active while removing all the products from the list using the "Remove All" button

When it comes to setting up your Nettailer store URL, two key DNS (Domain Name System) record types often come into play: A records and CNAMEs.

This document is your guide to determine which record type to use and help configuring your URL

Key differences between A records and CNAME records:

• A records map a domain directly to an IP address, while CNAME records map a domain to another domain.

• A records are used for pointing a domain or subdomain to a specific IP address, whereas CNAME records are used for creating aliases or shortcuts to other domain names.

• A records are typically used for the root domain (e.g., example.com) and subdomains (e.g., example.com), while CNAME records are primarily used for subdomains (e.g., shop.example.com).

• A records are more efficient for domain resolution because they directly specify the IP address, while CNAME records add an extra step of resolving another domain name before finding the IP address.

In summary, A records will need to be used if you are using a root domain for your store, otherwise Netset recommends using a CNAME for Nettailer.

Setting up an “A record”

To set up an A record for the "Example.com" domain to point to the IP address "XXX.XXX.XXX.001," you'll need to access the DNS management panel provided by your domain registrar or hosting provider. Here are general instructions on how to do this:

Log in to Your Domain Registrar's Website:

Go to the website of the domain registrar where you purchased the "Example.com" domain and log in to your account. If you're not sure who your registrar is, you can perform a WHOIS lookup to find this information.

Access Domain Management:

Navigate to the domain management or domain settings section of your account. The terminology may vary depending on your registrar, but you're looking for something like "Domain Management," "DNS Management," or "Manage Domains."

Find DNS Settings:

Locate the DNS settings or DNS management section for the "Example.com" domain.

Edit DNS Records:

Look for an option to edit or manage DNS records. In most cases, you'll find a table that lists existing DNS records for your domain.

Add an A Record:

To add a new A record, you typically need to provide the following information:

• Name/Host/Alias: This should be left blank or set to "@" to represent the root domain (Example.com).

• Type: Choose "A" or "A Record."

• TTL (Time to Live): You can set this to a default value provided by your registrar.

• Value/Destination/Points to: Enter "XXX.XXX.XXX.001" in this field.

Save Changes:

After entering the information, save your changes. This action might be labeled as "Save," "Update," or something similar.

Verify the A Record:

It may take some time (up to 48 hours) for DNS changes to propagate across the internet. You can use online DNS lookup tools to verify that the A record is correctly pointing to "XXX.XXX.XXX.001." Simply enter your domain name (Example.com) and check if the IP address matches.

Remember that the exact steps and terminology can vary depending on your domain registrar. If you encounter any difficulties, consult your registrar's support documentation or contact their customer support for assistance. Additionally, ensure that you have the necessary permissions and access to make DNS changes for the domain.

Setting up a “CNAME”

To create a CNAME record for the "shop.example.com" subdomain and point it to "XXX.netailer.com," you'll typically need to access your domain registrar's or DNS hosting provider's control panel. Here are general instructions on how to do this:

Log in to Your DNS Hosting Provider:

Access the control panel or dashboard of your DNS hosting provider. This is where you manage DNS records for your domain "example.com."

Locate DNS Management:

Find the section for DNS management or DNS records. It might be called "DNS Settings," "DNS Management," "Domain Management," or something similar.

Choose the Domain:

If you have multiple domains, select "example.com" or the domain you want to set up the CNAME record for.

Add a New CNAME Record:

Look for an option to add a new DNS record. It's usually labelled "Add Record," "Add DNS Record," or "Create Record." Select the type as "CNAME" or "Canonical Name."

Fill in the Details:

You will typically see two fields to complete:

• Name or Host: Enter "shop" (without the quotes). This is the subdomain you want to create.

• Value or Points to: Enter "XXX.netailer.com" (without the quotes). This is the destination domain to which you want the subdomain to point.

TTL (Time to Live):

TTL determines how long DNS resolvers should cache this record. The default value is usually fine, but you can adjust it if needed.

Save or Create the Record:

After filling in the details, look for a "Save," "Create," or "Add" button to save the CNAME record.

Verify the Configuration:

It may take some time for DNS changes to propagate across the internet. You can use online DNS lookup tools to check if the CNAME record has been updated correctly. This process can take anywhere from a few minutes to several hours.

Test Your Subdomain:

Once the DNS changes have propagated, you can test your subdomain by entering shop.example.com" in a web browser. It should resolve to "XXX.netailer.com."

Remember that DNS changes can take some time to propagate, so be patient if your subdomain doesn't immediately point to the desired destination. If you encounter any issues or if you're not comfortable making these changes yourself, consider reaching out to your DNS hosting provider's support for assistance.

Following the steps, you can create internal test cases for XML single object XML export.

On a product where you have added stock/price on the Nettailer supplier.

1. Create a sales order

2. Place the purchase order to Nettailer supplier

3. Following open the purchase order

4. Use the function “add package” where you define shipment/tracking/serial numbers.

5. If export-trigger is manually you need to go to the order and use function export -delivery-info

ADD-ON

Our Asset Inventory module helps your end-customer keep track of their IT equipment and other tools related to their organisation. This add-on will help them simplify the overview of the hardware, the life-cycle management, and their ability to run operations and earn profit. The end-user can track their assets, where they are, how much they cost, and more.

Setup

As Asset Inventory is an add-on with extra cost, you will need your sales representative to help you implement and set up the module.

Permissions

It´s possible to set different permissions for the customer group/customer/users and it will be set to one of the following:

• None - cannot view, create or update assets.

• Read - can only view assets.

• Update - can view, create and update assets.

There is a hierarchical permission precedence, see below. It goes from highest to lowest in precedence:

User > Customer > Customer group > Shop-settings

That is, permissions on the user will take precedence before the settings set on customer, customer group and shop-settings.

Shop default permission is changed under the Settings -> Miscellaneous.

After you set the permissions the user can access Asset Inventory through “Your account” in the front-end.

How to create assets

From order

An asset can be created from a product by clicking the “Create asset” icon in the top right corner of the product card. The asset will be prefilled with the relevant data.

In the asset editor, the original product can be accessed by clicking the link in Product data -> Part number. And after that fill in the Master data and user data.

From order

In checkout, the user can check the box “Receive an asset inventory reminder when the order is partially or fully delivered”, which means that a reminder will be sent to the user as a part of the delivery information. The mail contains a link to the order history and the user can add the product to the asset.

Or, the user can create an asset in order confirmation by clicking the “Add as asset” button. The asset will be prefilled with data in the different relevant fields.

A list of connected assets can be accessed by clicking the “Show connected assets” button under the order item. In the asset editor, the original product (an asset created in the webshop or as an order item) and the order can be accessed by clicking the link in Product data -> Part number and Product data -> Order number, respectively.

From the Asset inventory list

A blank asset can be created in the asset list, by clicking the “Add new asset” button. These assets will not have prefilled Product data. And will be needed to update the new asset with the necessary information manually.

From other assets

In the asset editor, an asset can be copied by clicking the “Copy to new asset and close current” button. This will set the current asset’s status to “Terminated/Moved” and create a new “child” asset.

You can navigate between these assets by clicking the links in Master data -> Parent ID and Master data -> Child ID.

View assets

Opening the “Asset inventory” page will list all the customer’s assets. The displayed columns can be configured by clicking the cog icon in the top right corner.

Clicking the asset will take you to the editor page, where you can update or only view the asset depending on if you have update/read permissions.

The first tab, Master Data, will display general information about the asset.

The second tab, Product Data, will display information about the connected product. These fields will be prefilled if the asset is created from a product or an order item.

The final tab, User Data, displays information about its user. The fields displayed can be configured in Settings -> Form editor -> Asset inventory configurator.

How to set up a mail reminder

Opt-in to receive reminder text

In the checkout, the customer can opt-in to receive a reminder text.

Setup mail templates

Depending on your mail template setup, a reminder that an asset can be created will be included in the following mail templates:

• se.netset.order.Order.statusPartDelivered

• se.netset.order.Order.statusDelivered

• Delivery Notification HTML template

When the order has the status of being partially delivered or fully delivered, the reminder text will be included in the mail.

For the mail to include the reminder text, it is important that {assetInventoryReminder} is added somewhere in the mail template bodies of the se.netset.order.Order.statusPartDelivered and/or se.netset.order.Order.statusDelivered.

If no custom changes have been made to the Delivery Notification HTML template, then it should work out of the box, otherwise, the template will need to handle the value of “AssetInventory/Reminder”. A tip is to take a look at the default template and see how “AssetInventory/Reminder” is used.

Setup “read more” link

The “read more” link is only shown when the “Asset inventory info link” setting has been configured. The setting can be found under Settings -> Miscellaneous -> Asset Inventory.

If you want to link to a page in the shop, perhaps a custom page, set the following:

Start

Log on to the admin interface and click on ”My profile”, in the left column.

Download Google Authenticator or Authy to your smartphone. Activate the app according to instructions and then take a photo on the QR code at ”My profile” in the admin interface.

The code you get in return you have to type into the field ”Code”.

Click on ”Activate” and then ”Save”.

Log out from the admin interface.

Done.

Log on again

Log on as usual:

and then you will be asked to type in the 2-factor code:

Check your Authenticator or Authy for the correct/present code. Type it in and you´re logged on.

Scratch codes

When you have logged on again you can get some scratch codes, which can be used if necessary.

To get scratch codes you have to go to ”My profile” again. Get a new code from Authenticator or Authy and type it in the field ”Code”. Then click on ”Show scratch codes”.

We recommend that you print out or write down those codes since they are your keys to logging in to the solution if you lose your smartphone.

Getting started...

Firstly you will need a product that you wish to add alternatives to.

Go to Products>Products to create a new product or select an existing product.

Now select your product and navigate to the "Alternative Products" tab:

Click on connect product:

Enter the part number of the product you wish to connect and press filter. You can then click on the product to connect it as an alternative product.

How to use Alternative Products...

Once you have set up your alternative products against a part number, you will then have additional options when a customer has placed and order. You can see these within the order editor.

Here you can now select your alternative product and save this by clicking apply.

When changing the product, the system will automatically update cost prices, margins, and supplier product information on the order line

What is a Focus Assortment?

Focus assortments is a feature designed to enable shop owners to create a product assortment for individual customers and/or customer groups.

How to create a Focus Assortment

To create a focus assortment, navigate to the back office of your store – Products>Focus Assortments

From here, any pre-existing focus assortments will be listed and new focus assortments can be created by pressing the “Create Focus Assortment” button

Selecting the “Create Focus Assortment” button will bring up the below screen:

From here you have the option to name your focus assortment (with an easily recognisable label that is meaningful to you and your administrators). You can then determine the name of the focus assortment that is displayed in the front end of the shop visible to your stores end-users.

You can create a globally accessible focus assortment that is available to all customers across the store by selecting the “For all customers” option.

Selecting “Increased visibility” means that the focus assortment will be visible in menus, search filters and have symbols on products.

“Allow customers to edit this assortment,” allows end users to update an assortment. This needs to be enabled under the users’ settings. So, both this setting and the setting 'Allow update of focus assortments' belonging to the customer/user needs to be enabled.

Visible through URL means the focus assortment can be accessed directly by a URL (this will be generated once you “save” the focus assortment).

Connecting Products to a Focus Assortment

Saving your newly created focus assortment will open further options:

Once saved you can select the products you wish to attach to the assortment.

“Connect product” will allow you to manually search for part numbers and connect them to the assortment one by one:

“Connect product using excel” allows you to upload a list of multiple products that you want to add to an assortment:

From this screen you can download the necessary import template to populate with your products:

Required fields for the import are Part no and Manufacturer. You have the ability here to delete products as well, if you are updating a pre-existing focus assortment (dont forget to remove our example text in row 2).

Selecting “Full file import” will remove any existing connections if a product is not listed in the file and completely overwrite the current Focus Assortment.

If you just wish to amend an existing focus assortment, you can do this by just adding the new products (no need to list all products on the assortment) and deleting any you wish to remove, by adding a D in the delete column. Obviously in this scenario you will not use the “Full file import” setting.

“Check File” will check for any errors or issues with the file before you import it and once checked the file can then be uploaded to create / update your focus assortment by using the “import” button. Any errors on the file / products that will not be imported will be detailed as per the below example:

Making a Focus Assortment Customer Connected

After connecting the products to a focus assortment, you also have the option to make the assortment customer connected:

From the “Connected customers and customer groups” tab you can connect an assortment to a specific customer or customer group, or multiple customers and customer groups.

Agreement Categories

This allows you to create an assortment using your own categories.

To create a focus assortment with your own categories, click on the “Create Agreement Categories” button.

Here you create your own category tree, divided into main and subcategories.

You can only connect your products to the subcategories.

Use this method to create a focus assortment that groups related products together, such as a printer and its associated toners.

By organising products in this way, customers will find it easier to locate and purchase related items, enhancing their shopping experience.

From here you can create your Main category and Subcategory headers. Connect a subcategory to a Main Category – this will act as a header and sub header in the front of the shop and you can now connect your products to the categories.

This will also allow you to filter via subcategory in the front end of the webshop by creating a custom focus assortment list as below:

In Nettailer a unique product is identified as Manufacturer Name + Manufacturer Part Number + Product condition and for each combination, the shop creates and maintain a unique product/product-id.

During the product imports Nettailer has a setup to uniform the Manufacturer's Name so for example HP isn’t used in 10 different variations from the active suppliers.

This product alignment aims to have only unique products created where several suppliers are connected.

If the suppliers use incorrect or deviant part numbers, Nettailer cannot identify products as the same and will therefore not be able to group them as one.

The combination of Manufacturer Name + Manufacturer Part Number is subsequently used for matching 1WS/CNET product content.

Introduction:

In the world of business and finance, two fundamental concepts that play a crucial role in pricing strategies and profitability are "markup" and "margin." These terms are often used interchangeably, but they represent distinct financial metrics. This document aims to clarify the key differences between markup and margin.

Markup:

Markup is the additional amount or percentage added to the cost price of a product or service to determine its selling price. It serves as a pricing strategy employed by businesses to cover various costs, including production, overhead, and desired profit margins. The primary purpose of markup is to ensure that a business generates a profit when selling its products or services.

• Formula: Markup (%) = ((Selling Price - Cost Price) / Cost Price) * 100

• Example: If a product costs 50 to produce, and a business applies a 40% markup, the selling price would be 70 (50 + 40% of 50).

Margin:

Margin is the percentage of profit a business makes on the selling price of a product or service after accounting for the cost of producing or acquiring it. Margin is a critical metric for assessing the profitability of a business operation. It helps determine how efficiently a business can generate profit based on its pricing structure.

• Formula: Margin (%) = ((Selling Price - Cost Price) / Selling Price) * 100

• Example: If a product is sold for 70 and costs 50 to produce, the margin is 30% (20 profit divided by 70 selling price).

Key Differences:

1. Focus: Markup primarily focuses on determining the selling price of a product or service, while margin focuses on measuring the profitability of each sale.

2. Calculation Basis: Markup is calculated based on the cost price, whereas margin is calculated based on the selling price.

3. Purpose: Markup is used to set the selling price to cover costs and achieve profit goals, while margin is used to evaluate the profitability of each sale and assess overall business performance.

4. Units: Both methods are typically expressed as a percentage.

5. Profit Assessment: A higher markup does not necessarily imply a higher profit margin. Profit margin depends on both the markup and the overall cost structure.

Conclusion:

In summary, markup and margin are fundamental concepts in pricing and financial analysis. Markup is the percentage or amount added to the cost price to determine the selling price, while margin is the percentage of profit relative to the selling price. Understanding the distinction between these two metrics is essential for effective pricing strategies and evaluating the financial health of a business. Both metrics play a crucial role in the success and profitability of a business operation.

What are keyboard shortcuts used for?

Nettailer has a range of simple keyboard shortcuts which make navigation for shop administrators more efficient.

Depending on language and browser settings some shortcuts can be preserved by the browser itself.

Keyboard shortcuts

Variations to the main shortcuts

Different browsers and operating systems may have a variation of the above shortcut keys

You now have the ability to seamlessly switch the front-end view of your shop to conceal "non-user" features, such as cost prices and margins. This functionality allows you to toggle your shop view from a user-friendly perspective without the need to switch accounts. This feature is particularly advantageous for conducting customer demonstrations and training end users on your store's features, providing a more focused and user-centric experience.

You first need to enable the setting in the store @ Settings > Settings > "Miscellaneous" tab

Depending on the option selected, when you login as a customer, you now have this option.

Enable it to hide all admin functionality while navigating your store as a customer.

In Nettailer, the order status is dynamically updated based on the delivery status messages received from suppliers for individual purchase orders. These messages not only provide status updates but can also include Tracking IDs and serial numbers. However, it's important to note that the ability to receive these updates depends on the technical capabilities of each supplier. In some cases, suppliers may not be able to support sending updates, resulting in no status changes for those orders. Additionally, errors or exceptions in supplier handling can also lead to missing or delayed status updates, especially for certain products or non-physical items. In cases where no order updates are received from the supplier, the order status can be manually updated locally through the order administration. Please note that status updates in the system follow a one-way direction. Once a status has been moved forward, it cannot be reverted back to a previous status.

Netset can offer support for order status updates and can further explore the possibility of integrating with your ERP system to automatically update the order status based on factors such as invoice processing via custom development. Just get in touch if you are interested in enhancing your automated processes. If needed, our team is always ready to investigate the status and causes related to a specific supplier or purchase order upon request (PDB)

Each supplier's system and integration with carriers or forwarders vary, making it challenging to standardise address handling. This document outlines best practices for managing shipping addresses within the Nettailer platform.

Shipping Address Components

A typical shipping address consists of at least the following components:

• Recipient Name (usually a company name)

• Street Name and Number

• City Name

• Postcode/Zipcode

Address Field Customisation

Nettailer provides four address fields that can be customised using the field editor:

• Address 1: This field should be used for the street name and address to ensure accurate transmission to suppliers and carriers/forwarders.

• Address 2: This field can be used for additional information, e.g., "Attention" (note that not all suppliers support this field).

• Address 3 & 4: These fields are NOT utilized in any Nettailer processes or supplier integrations, will only be shown in order admin and sales order XML.

Best Practices

To ensure seamless address handling, it is recommended that your customers complete these fields as they are commonly used for supplier integration. This practice will help avoid issues related to the transmission of address information. Failure to comply with these guidelines may lead to submission errors when attempting to transmit orders to suppliers.