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.

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.

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.

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.

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.

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.

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.