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
- Currency Conversion
- 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:
-
- Activate an Age Gate in the Online Store
- Guided Tutorial – Add an Alcohol Age & Delivery Disclaimer – (Click Guided Tutorials in OMS left menu)
Credit Card Processing & PayPal
-
- 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)
-
- 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
-
- How to Create and Process eGift Certificates
- Guided Tutorial – Discount Gift Certificates – (Click Guided Tutorials in OMS left menu)
-
- 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
-
- 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
- Set Up an Effective Referral Program with ReferralCandy
- 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)
-
- 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)
-
- 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)
-
- 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
-
- 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
- California Prop 65
- 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)
-
- 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 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)
Marketing, Coupons & Promotions
Reporting & Database Segmentation
-
- 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)
-
- 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)
-
- 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
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)
Subscriptions / Recurring Billing
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)
-
- 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)