Quick Start Guide to eStore/ePayTrak Basics - Part 1

This guide will help you learn the basics of using eStore/ePayTrak for your eCommerce.

Logging into to your eStore/ePayTrak Site

As with all other users in eStore, Admin user accounts will need to create a user account in EduTrakConnect first to access the eStore/ePayTrak site (as the two are integrated).

To do this, you can start at the eStore home page, click the "Login" button at the top right:

Then click the "Sign Up" button in the login screen:

This will load the EduTrak branded lobby page for your school (which should begin with lobby.edutrak, etc).  Follow the instructions on those pages to create a user account in the EduTrakConnect system.  On step 4, as we don't recommend using your Admin user in eStore as a personal user account or vice-versa, use the "Skip this step" link to avoid connecting students to your user (you could do the same in step 5 to avoid having to input a payment method, if preferred):

The final step here is important, but not included in the EduTrak account creation steps (as that has already completed).  Immediately after your EduTrak user is created, find and click the green "eStore" button (in the navigation bar it is the one that looks like a dollar bill with a school bell tower on top).  This will navigate you back to your school's eStore/ePayTrak site, and simultaneously create your eStore user there (from the information it pulls over from EduTrak).

Once this is done, you have created your EduTrak and eStore user accounts and can then login to eStore/ePayTrak at any time from the Login screen. Your eStore user will not start with any Admin permissions, but can be given them by school personnel with School Admin rights or by EduTrak personnel with permission from school administration.

To Login through eStore/ePayTrak:

1. Once at the URL Home Page, click on the Login button in the upper-right corner of the store's navigation bar.

   

2. Enter your username and password, then enter or click on Sign In.

   

3. After a successful login, you will see the Home Page, or your eStore site's default category, depending on chosen settings.

4. Bookmark this page now if you haven't already so you can easily locate your eStore/ePayTrak site.

5. Click the Admin button to view the admin side of ePayTrak. The admin side contains all the tools to create and maintain your ePayTrak site.

The Merchant Dashboard

Once you have successfully logged into your merchant administration and clicked admin, you will be viewing the Merchant Dashboard as shown below. The dashboard consists of sales and product reports, an order status summary, links to recent orders, your user status, alerts, and ePayTrak product news. Basically, a snapshot of your ePayTrak site.

The Order Summary section on the top right displays your most recent orders and a status. Especially helpful in this section is a section for View Order Number as seen in the bottom right of the image below. If you are trying to find a previous order quickly, enter the order number in the box and press Go. That will open that specific order in the Order Manager. Notice all the options on the Menu bar... Dashboard, Manage, Catalog, People, Marketing, Reports, Configure, Website, and Help. You will be using these menus very often in ePayTrak. Different pages here will cover the different options of those menu items.

Contact Support

Located on the header of the Admin page in eStore/ePayTrak, you see Contact Support, Store and Logout.

For quickest results for a support question, click on Contact Support. You will see a window similar to the one below. Complete the prompts, Message Body and click Submit Support Request.

Note: while you cannot attach images (most importantly screenshots of error codes and other problems you document) within this support ticket/request function, it will auto-generate an email sent to the address you input, and if you reply to that email you can attach images in that email reply.

Legend of Icons

The admin site uses many images to represent an object or action:

Congratulations!  You have completed Part One of the Quick Start Guide.  Now it's time to learn the basics of the Catalog in Part II!