eStore

Introduction

• What to do with eStore products and settings between school years
• Quick Start Guide to eStore/ePayTrak Basics - Part 1
• Quick Start Guide to eStore/ePayTrak - Part 2

PowerSchool

• Making PowerSchool Payments in eStrore/ePayTrak
• PowerSchool Setup for eStore/ePayTrak (Admin)

People

• Guest Checkout
• Editing Profile - Participants
• User Groups
• Resetting password, by user or by admin

Catalog

• Creating and Editing Categories
• Product Management
• Adding and Editing Products/Classes
• Product Descriptions
• How can I create a hyperlink in a product?
• Uploading Product Images
• How do I add an image to my product?
• Product Options and Variants
• Products Inventory Control
• Products Taxes & Shipping
• Copying Products
• Archive Products
• Importing and Exporting
• Orphaned Items
• Find Kits
• Adding Products Kits
• How do I setup shipping for my products?
• Class Calendar
• Group Membership
• Products Class Information
• Pricing Groups
• Custom Form or Product Template?
• Should I use a Product Template or a Custom Form for my product?
• Creating Product Templates
• Venues

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Manage

• Order Manager
• Custom Form Input Types
• Custom Forms Creation
• Custom Forms Basics & Navigation
• Asset Manager
• Recurring Orders
• Locations
• Inventory
• Student Fees
• Wait List Management
• Can I create a Wait List for my classes?
• Managing eMail Invoices
• ePOS Payments
• Creating ePOS Users
• How do I issue a duplicate receipt in eStore/ePayTrak?

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Orders

• How do I place an order for a customer?
• How do I process a refund in eStore/ePayTrak?
• Can I create a recurring billing schedule in eStore/ePayTrak?
• Basic and Advanced Order Searching
• Batching Orders
• Order Statuses
• Shipping Items
• Return Items - ShippingOrders
• Split and Merge Shipments
• Packing List - ShippingOrders
• Order Notes
• Order History
• Customer Profile
• Edit Order Items
• Edit Addresses
• Invoices and Receipts
• Processing Discounts
• New Orders
• Recurring Billing
• Issuing a Refund
• Credit Card Transactions
• Offline Payments
• Partial refund in eStore/ePayTrak
• Cancel an Order

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Ticket Events

• eStore/ePayTrak Ticket Configuration
• Ticket Events
• Ticket Product Checklist with Assigned Seating
• Ticket Product Checklist for General Admission Seating
• Ticket Sales Products Assigned Seating
• Ticket Sales Products General Admission
• Ticket Hardware
• Hardware Configuration
• Mobile Scanner
• Credit Card Mobile Readers
• Cash Drawer & Printer
• mPOS Ticket Sales
• Door Entry
• Authorize.net Mobile Application
• Anonymous Ticket Orders - Admin
• Ticket Events E-Mail Receipts
• Guest Checkout in eStore/ePayTrak

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Student Fees

• Student Fees
• Generating Student Fees
• Paying Student Fees/Admin
• View Student Fees
• eMailing Student Fee Invoices
• Paying Student Fees/Public
• Applying Student Fee Credits or Fee Waivers
• Paying Student Fees as Admin
• Paying Student Fees/Admin/Applying Fee Waivers
• Student Fee Adjustments
• Missing Student Fees
• Create User Accounts from a Student Account
• Creating Student Accounts
• PowerSchool Fee Compare Tool

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Configure

• Configure
• General & Other Settings
• Participant Fields
• Configure Store
• Accounting and Department Codes
• Validation Buckets
• Fees
• E-mail Reminders
• Configure Order Statuses
• Shipping
• Shipping Overview
• Shipping Methods
• Setup Shipping
• Warehouses
• Integrated Carriers
• Payments
• Payment Methods
• Multiple Banks Payment Methods

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Website

• Logo and Images
• Themes and Display Pages
• Theme Manager
• Layout Scriptlets
• Content and Layout
• Website

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Supplementary

• Introduction
• Customizing Your Store
• Scriptlet Management
• Appendix A: Theme Samples
• Appendix B: Category Display Page Samples
• Appendix C: ConLib Reference
• Appendix D: nVelocity Syntax Reference
• Customizing your Pages
• eStore/ePayTrak v. 4 Customization Guide

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Marketing

• Coupons
• Volume Discounts
• e-Mail Lists
• Add an e-Mail List
• Manage e-Mail Lists
• Dynamic E-Mails
• Marketing

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Reports

• Who is online?
• Accounting Code List
• Department List
• Forms Report
• Missing Accounting Code Report
• Ticket Door Report
• Will Call Report
• Ticket Reports
• Ticket Count by Show
• Ticket Seat Details
• Box Office Report
• Inventory by Sku
• Product Reports
• Product Sales Breakdown
• Low Inventory Report
• Top Products Report
• Popular Categories Report
• Popular Products Report
• Sku Listing Report
• Monthly Sales Report
• Daily Sales Reports
• Report - Sales by Coupon
• Sales by Customer Report
• Transaction Details - Report
• Transactions by Date - Report
• Shipping Report
• Order Item Notes
• Credit Balance Report
• Refunds by Date
• Activity by Department
• Activity by Department by Tender Type
• Transactions by Sku
• Activity by Accounting Code by Date by Tender Type
• Activity by Accounting Code by Tender Type
• Deposits by Date
• Activity by Accounting Code Report
• Coupon/Discount Report
• Activity by Date by Tender Type by Accounting Code
• Class Inventory Report
• Transactions by Sku by Tender Type
• Activity by Accounting Code by Sku Report
• Activity by Accounting Code by Date
• Activity by Department by Accounting Code
• Deposits by Tender Type by Period Summary
• Deposits by Date by Tender Type
• Merchant Fees Allocation Report
• Product by Accounting Code Report
• Flex Report
• Class Enrollment Report
• Class Roster Report
• Class Roster Report with Extra Fields
• Fees List Report
• Fees Aging Report
• Missing Fee Payments Report
• Transactions by Student ID
• Yearly Sales by Customer Report
• Yearly Sales by Participant Report
• Taxes
• Tax Report
• Reports
• Orders by Sku Report

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