MinaCart 2.0 User Guide

To configure each of these options, click on 'Edit'. Once you have made changes click on 'Update' to save changes. To disable a payment type click 'Edit' in the corresponding line and uncheck the check box. Click 'Update' once this is done to save changes.

Cheque/Money Order Address
You will need to enter the store name (or trading name if store name is not applicable); the postal address of your business (e.g. PO BOX address) and enter the country and phone number fields accordingly. Click 'Update' to save changes.

2.4 Freight

Add New Freight Option
To add a new freight option, click on 'Add Freight'. A new line will be created in the freight table.

You will need to enter a 'Location' (e.g. North Island, New Zealand) and specify a price in 0.00 format only. Do not add the $ sign preceding the numerical value entered. Select the GST applicable checkbox if this is applicable to the location being entered.

Once you have added this freight option click on 'Update' to save changes.

Delete Freight Option
Select an existing freight option by clicking on 'Edit'. Click on the 'Delete' option to delete this freight option from the table. A pop-up box will appear requesting for you to confirm that you want to delete this freight option. Click 'Yes' to confirm.

Edit a Freight Option
Select an existing freight option by clicking on 'Edit'. The row will become active and will have textboxes that will allow you to make changes. To save these changes, click 'Update'.

2.5 Products

This section of the guide will explain how to add a button that dynamically links from your current website to the Mina Shopping Cart engine by adding an 'add to cart' or similar image. Follow the steps below in sequence to enable this setup.

2.5.1 Add a New Product to the Shopping Cart Engine

Click 'Add Product'. A new table entry will be created. Enter a unique ID for each product. (DPS recommend using product ID's 001, 0001 and increasing the number of preceding 0's depending on the number of products you are entering. Increment this ID by 1 (e.g. 002 after 001) for each new product added).

Enter a product title (e.g. Tennis Shoes). This will be the title displayed to the user.

If you have images residing on a web server you would like Mina to map to, enter the absolute path of the full size image (in the Image (URL)) field, and the absolute path of the thumbnail image in the (Thumbnail (URL)) field. Alternatively, you can browse for an image (full size image) that you would like to upload to the Mina Shopping Cart Server. A thumbnail image is automatically generated.

Enter the price (without GST) in 0.00 format. Do not precede this value with $.

Enter a description of the product. To add in line breaks enter <br>.

Click 'Update' to save changes.

2.5.2 Associate Mina Generated Links with Your Current Store

Click on the show button to view the generated HTML links.

You will be presented with an expanded table with the product code, name and links.

Copy and paste the link that corresponds between the product you have entered in the Mina Shopping Cart and your own product page. You will need to change the 'pageback=' property to map to your own product page (e.g. if your page is http://www.companyname.com/tennis_shoe.htm) this is the value you will need to add. This step is vital.

Important Notes

• The unique ID (code) of each product is also included in the link that you copy and paste into your static page. Do not change this property; unless you are certain that this is what you intend to do.
• By default a quantity of '1' is added to the cart. At time of checkout, users can add more of the same product. Users can remove a product that they do not want to purchase via this checkout interface also.

Optional Step

To associate a characteristic with a product, click 'Edit' under the characteristic(s) column. This will allow you associate a defined characteristic with a product by selecting it from a checkbox. (Note: you can associate multiple characteristics to a product - e.g. size, color).

To associate a product with a category, click 'Edit' in the first column, and select a category from the drop down list available under the categories column.

Edit a Product
Select 'Edit' from the first column. To save changes made click 'Update'.

Delete a Product
Select 'Delete' from the second column. A pop-up box will appear confirming your request to delete this product. To delete the product click 'Yes'.

2.5.3 Adding a Current Count and Total Item counter

To add a counter to your shopping cart pages, include the image tag and JavaScript tag generated in section 1 of the products page. (The illustration below is an EXAMPLE ONLY and WILL NOT BE APPLICABLE TO YOUR SHOPPING CART).

2.5.4 Adding a Checkout Button

You can link your own 'checkout' button with the code that is listed under section 2 of the products page. (The illustration below is an EXAMPLE ONLY, and WILL NOT BE APPLICABLE TO YOUR SHOPPING CART).

2.6 Characteristics

Add a New Characteristic
Click 'Add Characteristic'. Enter a suitable name for your characteristic (e.g. color). Click 'Update' to save changes. Each characteristic must also be associated with a value. To associate this, click 'Add Value'. Enter an appropriate value (e.g. blue). Click 'Update' to save changes.

Each characteristic (e.g. color) can have multiple values associated. To add multiple values click 'Add Value' and enter an appropriate value (e.g. green). Click 'Update' to save changes.

Edit a Characteristic
Under the characteristics tab select 'Edit. To save changes click 'Update'.

Edit a Value
Under the values tab, click 'Edit on the value you want to edit. To save changes click 'Update'.

Delete a Characteristic
Under the characteristics tab select 'Delete'. This will delete the values.

Delete a Value
Under the values tab, click 'Delete' on the value you want to delete.

2.7 Product Categories

Adding a Category
Click 'Add Category'. Enter a category name (e.g. non-fiction books) and click 'Update' to save changes.

Editing a Category
Click 'Edit' in the corresponding row you would like to edit. Click 'Update' to save changes.

Deleting a Category
Click 'Delete' in the corresponding row to delete a product category.

2.8 Orders

A list of transactions is displayed in the orders screen. This console can be used as a form of updating the status of each order and viewing detailed information on the order. The response field identifies the outcome of the transaction in a snapshot (e.g. Approved).

View Detailed Order Information
Click on the corresponding order number that you want to view. This screen will be displayed as a pop-up. If you have a pop-up blocker installed, you will need to either enable temporary or permanent pop-up access from *.mina.co.nz. Please view your pop-up blocker's technical support documentation on how this is achieved.

This window will now display the items the customer purchased (lists all products and quantity) and displays the delivery option selected, GST amount paid and finally the total value of purchase.

This 'report' will also detail delivery instructions that the customer entered - including the name, delivery address, billing address, telephone number and email address of the customer that has made a purchase.

Editing Status of Each Order
Click 'Edit' on the corresponding order you want to edit. Select a status from the drop down list that most appropriately describes the orders' current status (e.g. new, declined, and dispatched). To save changes click 'Update'.

Deleting an Order
Click 'Delete' on the corresponding row/order you want to delete. A pop-up box will display requesting for you to confirm this action. To proceed with this deletion, click 'Yes'.

3.0 Using the Payment Manager (Payline™)

The Payment Manager is included with the Mina Shopping Cart. It allows users to process MOTO (mail order / telephone order) transactions, process refunds and generate reports.

3.1 Understanding the Interface

The Payment Manager interface has been designed to be easy to use. Users are presented with a menu along the left that allows them to navigate through the Payment Manger with ease. The Payment Manager can be configured to suit each individual (e.g. supervisor privileges, user privileges) and multiple accounts can configured (an additional $30 configuration charge is incurred for each additional Payment Manager configuration).

3.2 Processing a MOTO transaction

Click 'Purchase'. Enter a merchant reference; this can be anything such as an invoice number, or an order number. Enter a valid credit card number and expiry date.

If you have multi-currency set up, select from the drop down menu the currency type (e.g. NZD, AUD) from the drop down menu and enter in the dollar value of the purchase.

You will be notified of a successful / unsuccessful transaction in the next screen.

NOTE: If you have pre-authorization / completion (sometimes known as tipping) enabled, and would like to use these features for your MOTO transactions, please view the Payment Manager Guide for more detailed processing information.

3.3 Viewing Transactions

To view transactions that have been put through Mina and via the Payment Manager click 'Transactions'. This will display a list of transactions (both successful and otherwise) along with the merchant reference field. Approved transactions are marked with a green 'check' and unsuccessful transactions are marked with a red 'cross'.

3.4 Processing a Refund

Users can process refunds for any card that has made an initial purchase either via Mina or the Payment Manager. This refund process can be done multiple times (but only up to the original value of the purchase).

To process a refund, click 'Refund'. To search for an initial purchase enter either a 'Merchant Reference' or search for the transaction within a data range (please note that the date range selected must be LESS THAN 14 DAYS).

Alternatively, a list of transactions that can be refunded are also listed as radio buttons. Select the transaction you want to refund and click 'Next Step'. You will be prompted to enter a 'Refund Password' which by default is the same password you used to logon to the Payment Manager with.

Enter an appropriate merchant reference (e.g. Invoice 2833 - Refund) and enter the amount you wish to refund. Click 'Submit'. You will be notified of a successful / unsuccessful transaction in the next screen.

3.5 Reports

DPS reports allow for easy reconciliation of funds with your bank reports.

To generate a standard report follow the procedure listed below:

1. Enter a 'Report Name' (e.g. 01 January 2005 Sales Report)
2. Select an output format. There are 3 formats available. The PDF version requires 'Adobe Acrobat Reader' to be installed - please visit www.adobe.com to download this. The RTF (rich text file) can be viewed with Microsoft Word or a similar word processing application. The CSV (comma separated variable) report is suitable for integration with accounting packages or opening with Excel (or similar).
3. Select the transaction types (txn types) you would like to run this report on (e.g. only purchase).
4. Select the way in which you would like the results sorted by.
5. Enter a Start Date and End Date. The corresponding fields also allow you to specify a time. By default this is set to 00 00. This can however be changed to be in line with your banks' settlement time for example.
6. Finally sort the results either ascending or descending and click 'Submit'.

Once the report has been generated, it will appear in the panel below the entry screen. New/unopened reports are highlighted red and read reports are marked as normal in grey. To view a report, click on the report name.

4.0 Navigating Through Your Website

4.1 Browsing Products

To browse products available, click on the tabs to each of the categories. To view all products click 'All products' (NOTE: This must be enabled at the Mina Management Console in order for this option to be enabled).

4.2 Add Products to Shopping Cart

Once the user selects a product they want to purchase, click on 'Add to Cart'. This by default adds a quantity of 1 to the shopping cart. This quantity can be changed at time of checkout.

4.3 Checkout

To proceed to the checkout, the click on 'Checkout'. To increase the quantity of the products currently in the shopping cart, replace the 1 value with the required quantity to be purchased. The total amount calculated is dynamically updated once the user changes the quantity amount.

To remove a product from the basket, click 'Remove' from the corresponding item to be removed.

Users can select options for delivery from a drop down list. Prices for each of these delivery options update dynamically.

To complete the checkout, the user must enter their Name, Delivery Address, and select a payment method. The user then enters their credit card details in a secure environment. Once this is complete, clicks 'Submit'. The user will be informed of a successful / unsuccessful transaction.

The merchant receives email confirmation of successful credit card orders placed via Mina.

5.0 Troubleshooting

If you experience any troubles when using the Mina Shopping Cart or the Payment Manager, please follow the procedure below to assist us in helping solve your problem.