Training & Resource Center

In addition to the materials below, the Help Desk in your OMS offers additional Q&A on various topics. Also check out 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 Customer Support as directed at the top of the Settings section in your OMS.

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

 

QUICK LINKS:

• Age Restriction
• Amazon
• Cart Abandonment
• Club Processing
• Credit Card Processing & PayPal
• Customers
• Customer Relationship Mgmt.(CRM)
• Drop Shipping
• Email Marketing & Delivery
• Gift Certificates
• Google Analytics & Marketing
• Import Spreadsheets
• Integration API’s
• Inventory
• Loyalty Points Program
• Marketing, Coupons & Promotions
• Orders & Order Processing
• Password Recovery
• Point of Sale
• Products
• Product Images
• Quoting System
• Reporting & Database Segmentation
• Sales Tax
• Search Engine Optimization (SEO)
• Security & Anti-fraud
• Settings / Miscellaneous
• ShipCompliant
• Shipping / Label Printing
• Social Media Integration & Marketing
• Store Design & Mechanics / Site Sync / Layout
• Store Testing
• Subscriptions
• TrueCommerce Connect
• Users

BROWSE:

Age Restriction

• • Activate an Age Gate in the Online Store
  • Guided Tutorial – Add an Alcohol Age & Delivery Disclaimer – (Click Guided Tutorials in OMS left menu)

Amazon

• • Integrate Amazon for Consolidated Fulfillment – Setup Guide

Cart Abandonment

• • CartStack Cart Abandonment Solution and Setup Guide

Club Processing

• • Can Subscriptions be used for Clubs?
  • Best Practices for Clubs & Club Processing
  • Member Choice Club Set Up, Best Practices & Processing Guide
  • Find Active Club Member Total
  • Identify Club Members that Require Credit Card Updates

Credit Card Processing & PayPal

• • Global Payments Integrated (formerly OpenEdge) Credit Card Processing with Decline Minimizer
  • Add a Percentage Increase to Credit Card Orders
  • Paypal “In Context” Express SetUp Instructions

Customers

• • Password Recovery for Your Customers
  • Set up “How Did You Hear About Us”
  • Clean Up Duplicate Customer Records
  • View A Customer’s Order History
  • Purchasing Groups (Customer Groups) Overview
  • Purchasing Groups (Customer Groups) Explanation Text Overview
  • Purchasing Groups (Customer Groups) Invitation Email Overview
  • Set Purchase Minimums in Your Entire Online Store or by Customer Type
  • 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)

• • CRM Options, Built-in CRM and Salesforce Connector Overview
  • Salesforce/Nexternal Commerce Connector Configuration Guide

Drop Shipping

• • Drop Shipping Options

Email Marketing & Delivery

• • Create Multifunction “Hybrid” Links for your Emails – URL Generator
  • Ensure delivery of system-generated emails using SPF, DKIM, and/or DMARC
  • Change the Default Address in the Signature of your Mail Wizard Emails
  • Automated Marketing with Nexternal & Mailchimp
  • Guided Tutorial – Integrate Mailchimp – (Click Guided Tutorials in OMS left menu)
  • Mailchimp Integration – Description and Setup
  • Set Up Your Mailchimp Signup Form
  • Make the Most of your Marketing with Campaign Tracking
  • Send a Bulk Email Only to Customers Who Have Ordered a Specific Item Within a Specific Time Period

Gift Certificates

• • How to Create and Process eGift Certificates
  • Guided Tutorial – Discount Gift Certificates – (Click Guided Tutorials in OMS left menu)

Google Analytics & Marketing

• • Google Analytics Integration Overview
  • Guided Tutorial – Set up Google Analytics – (Click Guided Tutorials in OMS left menu)
  • Set up Google Analytics Enhanced Ecommerce
  • Implement Google Tag Manager Code
  • Implement Google Adwords Conversion Code
  • A/B Test Store Design Variations (without Google Optimize)
  • Integrate Google Optimize for Site and Content A/B Testing
  • Make the Most of your Marketing with Campaign Tracking
  • Set Up the Automated Google Shopping Feed

Import Spreadsheets

• • Create Products with an Import Spreadsheet
  • Update Existing Products in Bulk with an Import Spreadsheet
  • How to Import New Orders in Bulk
  • Import Spreadsheet Error – File is Structurally Altered

Integration API’s

• • XML Tools
  • Customer Integration API

Inventory

• • In Stock Notifications

Loyalty Points Program

• • Loyalty Points Program Overview & Setup
  • Can Loyalty Points be Earned on Amounts for Which Loyalty Points are Redeemed/Applied
  • Manually Delete a Customer’s Loyalty Points
  • Loyalty Points used for Discounts, Payment, and Shipping

Marketing, Coupons & Promotions

• • Nexternal Marketing Guide
  • Where to add SEO, Marketing and Tracking Code in the OMS
  • Set Up the Automated Google Shopping Feed
  • Pricing Structures & Product Discounting – Complete User Guide
  • Set Up Product Discounts on the Product Level
  • Easy & Quick Holiday Promotion Ideas for Wineries
  • Automated Marketing with Nexternal & Mailchimp
  • Create Multifunction “Hybrid” Links for your Emails – URL Generator
  • CartStack Cart Abandonment Solution – Video Webinar Feature Presentation
  • CartStack Cart Abandonment Solution and Setup Guide
  • Create a Coupon that Automatically Pops Up when a Customer Visits your Online Store
  • Exclude Multiple Random Products from Coupon Application
  • Limit Shipping Coupon Application to Select Products
  • Setting Up Auto-add Triggers
  • 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 Flat Rate Shipping Coupon – (Click Guided Tutorials in OMS left menu)

Orders & Order Processing

• • Order Processing Overview
  • Manually Place an Order in Your OMS
  • How to Import New Orders in Bulk
  • Convert a Pickup Order to Ship
  • How to Batch Process Orders, Credit Cards and Shipping Labels
  • Add a Percentage Increase to Credit Card Orders
  • Customize Order-Related Emails with Enhanced Email
  • Tracking Item Lot Numbers and Serial Numbers
  • 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

• • Set up OMS User Password Reset
  • Guided Tutorial – Set Up User Password Reset – (Click Guided Tutorials in OMS left menu)
  • Password Recovery for Your Customers
  • Guided Tutorial – Send a Password Reminder to your Customer – (Click Guided Tutorials in OMS left menu)

Point of Sale

• • Engage POS Free Trial Activation Instructions
  • Engage Requirements, Complete User Guide & Optional Hardware
  • Engage POS Tips & Gratuity
  • Generate an X or Z Report in Engage POS
  • Capture a Signature and Update Order Status in Engage for Pickup Orders
  • Hide the Pickup Option in the Online Store (when on for Engage)
  • Guided Tutorial – Re-order Products in Engage – (Click Guided Tutorials in OMS left menu)
  • Disconnect and Reconnect your Square Payment Processor in Engage
  • Set Up the Walker Bluetooth Card Reader for Use with Global Payments Integrated (formerly OpenEdge) & Engage POS
  • Microworks POS Integration Set Up Checklist
  • VinNOW POS Integration Set Up Guide

Products

• • Basic Product Set Up
  • Set Up Product Attributes
  • Add a Product to Multiple Categories
  • Set up Products for Pickup
  • Set up Products Sold in Increments
  • Set up Related Products for Upsells
  • Change the List Display Order of Products in your Online Store
  • Create Products with an Import Spreadsheet
  • Pricing Structures & Product Discounting – Complete User Guide
  • Set Up Product Discounts on the Product Level
  • How to Use the WYSIWYG Editors in your OMS to Avoid Editing and Display Problems
  • How to Insert an Image While Using a WYSIWYG Editor
  • Add a PDF Link to a Product Description
  • Embed a YouTube-Hosted Video into a Product Description
  • Embed a Vimeo-Hosted Video into a Product Description
  • Make your Embedded Videos “Fluid” on Mobile Devices
  • Hide the Pickup Option in the Online Store (when on for Engage)
  • Product Filter Display
  • Update Existing Products in Bulk with an Import Spreadsheet
  • Create Product Pages that Sell – Video Tutorial
  • Best Practices for Product Catalog Management
  • Setting Up Auto-add Triggers
  • Set Up the Automated 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

• • Using the Image Management Tools – Video Webinar Tutorial
  • Product Image Zoom

Quoting System

• • Quoting Feature Description and Set Up Instructions

Reporting & Database Segmentation

• • DashBoard Plus iPhone App
  • Engage POS – Running X and Z Reports
  • Run a Report on Number of Products Shipped During a Specific Time Period
  • Sales Tax Rates and Reporting
  • View A Customer’s Order History
  • Find Customers Who Have Not Ordered Within the Past Year (and other Order History Searches)
  • Find Customers Who Have Ordered From a Specific Category During a Specific Time Frame
  • How to Find “First Time” Customers for a Certain Time Frame
  • Find Customers Who Have Purchased Only Once Within a Specified Timeframe
  • Create a report to show re-order statistics; percent or number of customers that placed more than one order

Sales Tax

• • Sales Tax Rates and Reporting
  • Integrate Avalara for Enhanced Sales Tax Management
  • Select ShipCompliant as your Sales Tax Rate Source
  • Add VAT Tax or Sales Tax to Foreign Shipments
  • 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 in the OMS
• Modify MetaData for Product and Category Pages

Security & Anti-fraud

• • PCI Compliance Certification
  • Policy for Review of Client Security Scan and Penetration Test Results
  • How to Vet Potentially Fraudulent Orders
  • Require the CVV Code for Credit Card Purchases
  • Understanding OMS User Access Levels and Excluded Screens
  • Access your OMS from 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

• • Display your Domain Name in the URL of Your Store Pages with a CNAME
  • How to Use the WYSIWYG Editors in your OMS to Avoid Editing and Display Problems
  • How to Insert an Image While Using a WYSIWYG Editor
  • Set Purchase Minimums in Your Entire Online Store or by Customer Type
  • 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 Up Guide

Shipping / Label Printing

• • How to Batch Process Orders, Credit Cards and Shipping Labels
  • Connecting to Shipping Carriers – Video Tutorial (Valid only for legacy customers who are not connected via EasyPost)
  • Shipping Set Up Introduction
  • Setting up a Thermal Printer (JNPL) to Print Shipping Labels
  • Thermal Printing Troubleshooting Guide
  • Preferred Delivery Date Set Up
  • How to Set Up a Local Delivery Option
  • Activating FedEx OneRate for Express Methods
  • Print a FedEx Pick-up Manifest
  • Winery Setup of Custom Weight-based Ship Tables to Quote Fulfillment House Shipping Rates
  • Guided Tutorial – Integrate Fed Ex – (Click Guided Tutorials in OMS left menu)(Valid only for legacy customers who are not connected via EasyPost)
  • Guided Tutorial – Integrate UPS – (Click Guided Tutorials in OMS left menu)(Valid only for legacy customers who are not connected via EasyPost)
  • Guided Tutorial – Integrate GSO – (Click Guided Tutorials in OMS left menu)(Valid only for legacy customers who are not connected via EasyPost)
  • 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)

Social Media Integration & Marketing

• • Create a Facebook Application ID
  • Install your Facebook Marketing Pixel

Store Design & Mechanics / Site Sync / Layout

• • Overview – What you Need to Know about your Store Design Sync
  • Preparing for a Site Design Sync – Design Choices
  • How to Add Cart Contents Info to your Website
  • How to Add Store Search to your Website
  • WordPress Option – How to pull Nexternal product info into your WordPress pages
  • Activate Express Order
  • Activate the Buy Again Feature
  • Activate the Buy Now Feature
  • Activate the Recently Viewed Products Feature
  • Guided Tutorial – Activate Recently Viewed Products in Nexternal – (Click Guided Tutorials in OMS left menu)

Store Testing

• • Online Store Testing Checklist

Subscriptions / Recurring Billing

• • Set Up Subscriptions (auto-reorder)
  • Allow Customers to Manage their Subscriptions with Pending Orders
  • Cancel a Subscription to Stop Auto-Ship Orders
  • Expired vs. Suspended Subscriptions
  • Can Subscriptions be used for Clubs?

TrueCommerce Connect (ERP/Accounting Integration)

• • TrueCommerce Connect Overview (ERP/Accounting Integration)
  • Guided Tutorial – Set up TrueCommerce Connect integration – (Click Guided Tutorials in OMS left menu)

Users

• • Set up OMS User Password Reset
  • Set Up a User for the Order Management System
  • Understanding OMS User Access Levels and Excluded Screens
  • 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)