Your Brand is Your Passion. eCommerce is Ours.

Training & Resource Center

In addition to the materials below, please use the Guided Tutorials in your OMS for a step-by-step walk through of the feature. The Help Desk in your OMS offers additional Q&A on various topics. Or you can access the Help Desk in the form of our Knowledgebase on our website. Other great sources for ideas and product information include our Blog for product tips and tricks, as well as our App Marketplace for third-party add on information.

For a personalized training experience, TrueCommerce offers a one-on-one guided approach with one of our Nexternal experts. For more information or to schedule a session, please contact your Account Manager whose contact information you can find at the top of the Settings section in your OMS.

Please check back often, we’ll be adding new materials regularly!

QUICK LINKS:

BROWSE:

Age Restriction

- Activating the Nexternal Age Gate in your Online Store [DOWNLOAD]
- Guided Tutorial – Add an Alcohol Age & Delivery Disclaimer – (Click Guided Tutorials in OMS left menu)

Amazon

- Amazon Integration Set Up Guide [DOWNLOAD]

Cart Abandonment

- CartStack Cart Abandonment Solution – Video Webinar Feature Presentation
- CartStack SetUp Guide [DOWNLOAD]

Club Processing

- Can Subscriptions be used for Clubs?
- Best Practices for Wine Clubs & Club Processing
- How to Find Customers who Require Credit Card Updates prior to Club Runs
- Member Choice Club Set Up & Processing Guide [DOWNLOAD]
- Best Practices for Member Choice Clubs – Video Webinar Feature Presentation

Customers

- Password Recovery for Your Customers
- Setting Up a “How Did You Hear About Us” field
- How to Clean Up Duplicate Customer Records [DOWNLOAD]
- How to Look Up a Customer’s Order History
- Purchasing Groups (Customer Groups) Overview [DOWNLOAD]
- Purchasing Groups (Customer Groups) Explanation Text Overview [DOWNLOAD]
- Purchasing Groups (Customer Groups) Invitation Email Overview [DOWNLOAD]
- Guided Tutorial – Activate Purchasing Groups (Customer Groups), Parts 1, 2 and 3 – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Send a Password Reminder to your Customer – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Activate Customer Type History Tracking – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Learn About Customer Types & Ranks – (Click Guided Tutorials in OMS left menu)

Customer Relationship Management (CRM)

- Built-in CRM – Customer Activities – Video Tutorial
- Salesforce Connector Overview – Video Webinar
- Salesforce/Nexternal Commerce Connector Configuration Guide [DOWNLOAD]

Drop Shipping

- Drop Shipping – Video Feature Presentation

Email Marketing & Delivery

Feature List

- Wondering if we offer Specific Functionality? Check out the Nexternal eCommerce Platform Feature List

Gift Certificates

- How to Create and Process eGift Certificates

Google Analytics & Marketing

- Guided Tutorial – Set up Google Analytics – (Click Guided Tutorials in OMS left menu)
- How to set up Google Analytics Enhanced eCommerce
- Where to Place Code for Google Tag Manager
- Implementing Google Adwords Conversion Code in Nexternal
- A/B Testing (without Google Optimize)
- Integrate Google Optimize for Site and Content A/B Testing [DOWNLOAD]
- Make the Most of your Marketing with Campaign Tracking – Video Webinar
- How to set up the Google Shopping Automated Data Feed

Import Spreadsheets

- Creating Products with an Import Spreadsheet – Video Tutorial
- Updating Existing Products in Bulk with an Import Spreadsheet
- How to Import New Orders in Bulk [DOWNLOAD]
- What to do if you get an upload error about the import file being structurally altered

Integration API’s

- XML Tools
- Customer Integration API

Loyalty Points Program

Marketing, Coupons & Promotions

- Nexternal Marketing Guide
- Where to add SEO, Marketing and Tracking Code [DOWNLOAD]
- How to Set Up the Google Shopping Feed
- Pricing Structures & Product Discounting Complete User Guide [DOWNLOAD]
- Setting up Discounts at the Product Level – User Guide [DOWNLOAD]
- Easy & Quick Holiday Promotion Ideas for Wineries – Video Webinar
- Automated Marketing with Nexternal & MailChimp – Video Webinar
- Create Multifunction “Hybrid” Links for your Emails – URL Generator
- CartStack Cart Abandonment Solution – Video Webinar Feature Presentation
- CartStack SetUp Guide [DOWNLOAD]
- How to Create a Coupon that Pops Up when a Shopper Comes to your Online Store
- How to Exclude Multiple Random Products from Coupon Application
- Setting Up Auto-add Triggers [DOWNLOAD]
- Guided Tutorial – Coupon Set Up Page Tour – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Create a Coupon for a Product Discount – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Create a “Buy1 Get1 Free” Coupon for a Product – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Create a Free Shipping Coupon – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Create a Create a Flat Rate Shipping Coupon – (Click Guided Tutorials in OMS left menu)

Orders & Order Processing

- Order Processing – Video Feature Presentation
- How to Place an order Manually in the OMS [DOWNLOAD]
- How to Import New Orders in Bulk [DOWNLOAD]
- How to Change an Order from Pickup to Ship and Charge the Shipping
- How to Batch Process Orders, Credit Cards and Shipping Labels
- How to Add a Percentage Increase to Credit Card Orders
- Optimize your Order Processing and Reporting with Order Tagging – Video Tutorial
- Customizing Order-Related Emails with Enhanced Email – Video Tutorial
- Guided Tutorial – Mark an Order as Ready for Pickup – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Activate “Pay Invoices” Feature – (Click Guided Tutorials in OMS left menu)

Password Recovery

- Guided Tutorial – Set Up User Password Reset – (Click Guided Tutorials in OMS left menu)
- Password Recovery for OMS Users – Video Tutorial
- Suggestions for Strong Password Recovery Questions for OMS Users
- Password Recovery for Your Customers
- Guided Tutorial – Send a Password Reminder to your Customer – (Click Guided Tutorials in OMS left menu)

PayPal

- Paypal “In Context” Express Set Up Instructions [DOWNLOAD]

Point of Sale

- Engage POS Free Trial Activation Instructions [DOWNLOAD]
- Engage POS Requirements, Details & Set Up Guide
- Engage POS Complete User Guide & Manual [DOWNLOAD]
- Engage POS Tips & Gratuity – Video Tutorial
- Engage POS – Running X and Z Reports
- Engage POS – Capture Signature & Change Order Status for Pickup Orders
- Hide the Pickup Option in the Online Store (when on for Engage) [DOWNLOAD]
- Guided Tutorial – Re-order Products in Engage – (Click Guided Tutorials in OMS left menu)
- Disconnect and Reconnect your Square Payment Processor in Engage [DOWNLOAD]
- Set up the Walker Bluetooth Card Reader for use with OpenEdge Processor for Engage POS [DOWNLOAD]
- Set up the BridgePay (PayGuardian) Ingenico Swiper for Engage POS [DOWNLOAD]
- Microworks POS Integration Set Up Checklist
- VinNOW POS Integration Set Up Guide [DOWNLOAD]

Products

- Basic Product Set Up – Video Tutorial
- Setting Up Product Attributes – Video Tutorial
- How to Add Products to Multiple Categories
- How to Set Up Products for Pickup [DOWNLOAD]
- How to Set Up Products Sold in Increments [DOWNLOAD]
- How to Set Up Related Products [DOWNLOAD]
- How to Change the Listing Order of Products within a Category
- Creating Products with an Import Spreadsheet – Video Tutorial
- Pricing Structures & Product Discounting Complete User Guide [DOWNLOAD]
- Setting up Discounts at the Product Level – User Guide [DOWNLOAD]
- How to Properly Use (and NOT Use!) the WYSIWYG Editors in your OMS [DOWNLOAD]
- How to Add a PDF Link to a Product Description [DOWNLOAD]
- How to Embed a YouTube-Hosted Video into a Product Description [DOWNLOAD]
- How to Make your Embedded Videos “Fluid” on Mobile Devices
- How to Hide the Pickup Option in the Online Store (when on for Engage POS) [DOWNLOAD]
- Product Filtering Tool – Video Tutorial
- Updating Existing Products in Bulk with an Import Spreadsheet
- Create Product Pages that Sell – Video Tutorial
- Product Catalog Management – Best Practices [DOWNLOAD]
- Setting Up Auto-add Triggers [DOWNLOAD]
- How to Set Up the Google Shopping Feed
- Guided Tutorial – Set Customer-Based Pricing on Single-price Product – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Discount Shipping on a Product without a Coupon – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Re-order Categories in the Online Store – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Re-order Products in the Online Store – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Re-order Products in Engage – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Set Up Products to Sell in Increments – (Click Guided Tutorials in OMS left menu)

Product Images

Quoting System

- Using Nexternal for Customer Quotes – Video Webinar

Reporting & Database Segmentation

Sales Tax

- How to Integrate Nexternal with Avalara for Sales Tax
- How to Integrate Nexternal with Ship Compliant for Sales Tax
- How to Print a Sales Tax Report
- Guided Tutorial – Set or Modify Domestic Sales Tax – (Click Guided Tutorials in OMS left menu)

Search Engine Optimization (SEO)

Where to add SEO, Marketing and Tracking Code [DOWNLOAD]

Security & Anti-fraud

- Attestation of PCI Compliance [DOWNLOAD]
- Visa Global Registry of Service Providers Badge
- Policy for Review of Client Security Scan and Penetration Test Results [DOWNLOAD]
- How to vet orders that are flagged as potentially fraudulent
- How to Require the CVV Code on the Back of a Credit Card
- How to Access your OMS from outside the US or Canada
- Guided Tutorial – Set OMS & Store Access from Other Countries – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Set IP overrides for OMS access – (Click Guided Tutorials in OMS left menu)

Settings/Miscellaneous

- How to set up a CNAME Domain Alias
- How to Properly Use (and NOT Use!) the WYSIWYG Editors in your OMS [DOWNLOAD]
- Guided Tutorial – Add your favicon in the browser page tab – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Set up TrueCommerce Connect integration – (Click Guided Tutorials in OMS left menu)

ShipCompliant

- ShipCompliant/Nexternal Integration Set UpGuide

Shipping/Label Printing

- Connecting to Shipping Carriers – Video Tutorial (Valid only for legacy customers who are not connected via EasyPost)
- Shipping Set Up Introduction – Video Tutorial
- Setting up a Thermal Printer (JNPL) to Print Shipping labels – Video Tutorial
- Thermal Printing Troubleshooting Guide
- Preferred Delivery Date Set Up – Video Feature Presentation
- How to Set Up a Local Delivery Option
- Activating FedEx OneRate for Express Methods
- Printing a FedEx Pickup Manifest
- Shipping Calculator Excel Tool for Wineries using Fulfillment Houses [DOWNLOAD]
- Instructions for Wineries Using the Shipping Calculator Excel Tool [DOWNLOAD]
- Guided Tutorial – Integrate Fed Ex – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Integrate UPS – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Integrate GSO – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Integrate USPS – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Integrate Endicia (for USPS Postage) – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Purchase Endicia Postage – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Discount Shipping on a Product without a Coupon – (Click Guided Tutorials in OMS left menu)

Store Design/Site Sync

- Overview – What you Need to Know about your Site Design Sync
- Preparing for a Site Design Sync – Design Choices [DOWNLOAD]
- How to add Cart Contents Info to your Website
- How to add Store Search to your Website
- How to Add Nexternal Domains to your Typekit Font Kit
- WordPress Option – How to pull Nexternal product info into your WordPress pages

Social Media Integration & Marketing

- Facebook Application ID – Video Tutorial
- How to Install your Facebook Marketing Pixel into Nexternal

Store Testing

- Online Store Testing Checklist

Subscriptions / Recurring Billing

TrueCommerce Connect (ERP/Accounting Integration)

- Guided Tutorial – Set up TrueCommerce Connect integration – (Click Guided Tutorials in OMS left menu)

Users

- Password Recovery for OMS Users – Video Tutorial
- Suggestions for Strong Password Recovery Questions for OMS Users
- Guided Tutorial – Set up a User – (Click Guided Tutorials in OMS left menu)
- Guided Tutorial – Set Up User Password Reset – (Click Guided Tutorials in OMS left menu)