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!

TO SEARCH THE TRAINING CENTER FOR WORDS OR PHRASES:
ON A PC use “Ctrl-F”
ON A MAC use “Command-F”

 

QUICK LINKS:

• Affiliates
• Age Restriction
• Amazon
• Cart Abandonment
• Categories
• Club Processing
• Credit Card Processing, Paypal & ACH
• Currency Conversion
• Customers
• Customer Purchasing Groups
• 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:
Affiliates

• • Set Up and Manage Affiliates
  • Guided Tutorial – Add an Alcohol Age & Delivery Disclaimer – (Click Guided Tutorials in OMS left menu)

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

Categories

• • Category Structure and Hierarchy

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 & ACH

• • Global Payments Integrated (formerly OpenEdge) Credit Card Processing with Decline Minimizer
  • Credit Card Authorization Options
  • Require the CVV Code for Credit Card Purchases
  • Add a Percentage Increase to Credit Card Orders
  • Paypal “In Context” Express SetUp Instructions
  • Accept ACH Payments from Business Customers
  • Notifying Customers of a Declined Credit Card
  • Assign Billing Methods by Customer Type

Currency Conversion

• • Currency Converter for your Online Store

Customers

• • Password Recovery for Your Customers
  • Set up “How Did You Hear About Us”
  • What is the Address Label Field in a Customer Record?
  • 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 Purchasing Groups

• • Purchasing Groups (Customer Groups) Overview
  • Purchasing Groups (Customer Groups) Explanation Text Overview
  • Purchasing Groups (Customer Groups) Invitation Email Overview
  • Guided Tutorial – Activate Purchasing Groups (Customer Groups), Parts 1, 2 and 3 – (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

• • 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

• • Built-in Inventory Control
  • Enhanced Inventory Add-on Module
  • Email In-Stock Notifications
  • SMS 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
  • Use the Loyalty Points Program as a Credit Memo System

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
  • Temporary Timed Discounts on the Product Level – Set Up Product Discount Start and End Times in Advance
  • 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)

Orders & Order Processing

• • Order Processing Overview
  • Split Order Processing
  • Manually Place an Order in Your OMS
  • Place Orders by SKU with Quick Order Pad
  • How to Import New Orders in Bulk
  • Modify Line Items in an Existing Order
  • Convert a Pickup Order to Ship
  • Convert a Ship Order to Pickup
  • Re-process and Re-ship an Order After It Has Been Returned by the Carrier
  • Change the Pickup Location for an Existing Order
  • 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
  • Archiving and Unarchiving Orders
  • 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
  • Temporary Timed Discounts on the Product Level – Set Up Product Discount Start and End Times in Advance
  • 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
  • How the Product Search Algorithm Works
  • 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
  • Recommended Product Image Sizes
  • Product Image Zoom

Quoting System

• • Quoting Feature Description and Set Up Instructions

Reporting & Database Segmentation

• • 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
  • Set Up Shipping Overrides
  • Set Up Shipping Methods by Customer Type
  • Setting up a Thermal Printer (JNPL) to Print Shipping Labels
  • Thermal Printing Troubleshooting Guide
  • Preferred Delivery Date Set Up
  • Endicia Pass Phrase Error
  • Shipping with Customer Shipper Accounts
  • Set Up a Local Delivery Option
  • Activating FedEx OneRate for Express Methods
  • Print a FedEx Pick-up Manifest
  • Invalid Authentication Information – UPS Label Issue
  • Directed Fulfillment
  • 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
  • Link to the “My Account” Section Directly from Your Website Page
  • 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
  • Activate the Favorites List Feature
  • Activate the Address Autocomplete 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)