Getting Started Guide

Cart32
Welcome to Cart32.  

The purpose of the Getting Started Guide is to cover the basic settings required to start using Cart32.  There is an Introduction section to familiarize new users with the Cart32 software and terminology.  There is a Getting Started section to walk new users through the basics of setting up Cart32.  Only the basic Cart32 settings will be covered in detail here.  There are many more advanced settings in Cart32 that are not covered in the scope of this Guide.  For more advanced features and a description of all Cart32 functions, please view the Cart32 help file.  We hope you enjoy using Cart32 and remember, we are always here to help you.

Sincerely,

Cart32 Support Team













Table of Contents

Introduction to Cart32

   1. How Cart32 works

   2. Cart32 web administration

   3. Cart32 form wizard

   4. Cart32 demo store

   5. Getting Help
        Cart32 Support page
        Cart32 Knowledge Base
        FAQs
        Users Forum (Cart32 Yahoo Group)
        Cart32 Help file (online)            

Getting Started

   6. Adding Cart32 to your website
        Cart32 form wizard (online)
        Cart32 form wizard
        Store Manager (additional)

   7. Cart32 web administration
        Logging in for the first time

        File Tab
        Company Info
        Advanced

        Orders Tab
        Show Orders
        Order settings
Order Emails

        Cart Settings Tab
        Billing Information
        Shipping Information
        Payment Information
        Tax
        Shipping Types
        Setup UPS Online Tools
        Setup FedEx Shipping
        Setup DHL Shipping

        Users
        Users Setup

        Products Tab

        Enterprise Tab
        Real Time Card Processing

        Add Ins Tab

        Reports Tab



Introduction to Cart32

    1. How Cart32 works

Let's look at Cart32 from the view point of a shopper on a website.  Below is a general description of how Cart32 works when a customer accesses a web site and orders products.
  1. A web page contains HTML to add items to the cart.
  2. The customer adds one or more items to their shopping cart.
  3. The customer checks out or goes back to order more items.
  4. Customer "checks out" by entering in the billing, shipping and payment information.
  5. Customer reviews all order information one final time before order is confirmed.
  6. Order is confirmed and order number is assigned.
Now, let's look at Cart32 from the view point client or owner of the cart.  Below is a general description of how Cart32 works with your website.

Cart32 is designed to work with an existing, hosted website.  If you do not have an existing website or need website hosting, consider Cart32 website hosting (option 2).  Cart32 is only shopping cart software and it does not create website pages.  If you are looking for software to create your website, then consider Cart32 Store Manager designed to work with the Cart32 shopping cart.  

To add Cart32 to your website, y
ou will need to add HTML forms to your website for each item that you want to sell on your website.  Cart32 uses standard HTML forms to submit the item details to the Cart32 software.  If you do not know HTML, do not fear.  Cart32 offers a free form wizard that will generate the HTML code for you.  You simply copy and paste the code from the wizard into your website page.  See Cart32 form wizard below for more information.
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For example:

Empty website page

Cart32 Form Wizard

HTML Form on website page


    2. Cart32 web administration
The secure Cart32 web based administration is the control panel for the Cart32 software.  The web admin is only accessed by the owner of the cart or "client".  The customer or shopper on the site does not access the web admin. The web admin is where the client changes the cart settings for appearance of the cart, taxes, shipping, discounts, gift certificates, and much more. 

When first using Cart32, you will need to login to the Cart32 web admin to setup the basic settings.  See Getting Started, Cart32 web administration below for more information.
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    3. Cart32 form wizard

Cart32 uses standard HTML forms to submit the item details to the Cart32 software.  If HTML isn't your thing, don't worry, we have many tools available to make your life easier or create the entire online store for you. 
We have a free form wizard that you can download or use online to make your job easier. Visit www.cart32.com for more information about our Store Manager software (to create the entire store for you) or our Form Wizards available for FrontPage and DreamWeaver. 
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    4. Cart32 demo store
To view Cart32 from the viewpoint of the shopper and to see some of the features of Cart32 in use, please visit our demo store at www.cart32.com/demo.asp.
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    5. Getting Help

        Cart32 Support page
For all Cart32 support resources, please visit www.cart32.com/support.asp.  Here you will find links to all support resources, Cart32 support contact information, who qualifies for support, and more.  
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        Cart32 Knowledge Base
For answers to a wide variety of questions regarding the setup and use of Cart32, common errors, explanations of terms and more, please visit our searchable knowledge base at www.cart32.com/kb.asp.
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        FAQs

        Users Forum (Cart32 Yahoo Group)

This users forum is an excellent independent source for Cart32 information.  Ask questions and share answers with its over 900 members.  Cart32 staff are members also and the forum is an excellent source of feedback for Cart32 development and new features input. Visit anytime at http://groups.yahoo.com/group/cart32/.
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        Cart32 Help file (online)  

The complete users guide for Cart32 available online at www.cart32.com/help/.  Download version coming soon.
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Getting Started

      6. Adding Cart32 to your website

To add Cart32 to your website, you will need to add HTML forms to your website for each item that you want to sell on your website. Cart32 uses standard HTML forms to submit the item details to the Cart32 software. If you do not know HTML, do not fear. Cart32 offers a free form wizard that will generate the HTML code for you. You simply copy and paste the code from the wizard into your website page. See Cart32 form wizard below for more information.
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        Cart32 form wizard (online)

Our free Cart32 form wizard will generate the necessary code to put your items on your website.  You simply copy and paste the code from our wizard into your website page. Available online at www.cart32.com/formwizard.asp.  Great for Mac users.
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        Cart32 form wizard
Our free Cart32 form wizard will generate the necessary code to put your items on your website.  You simply copy and paste the code from our wizard into your website page. Available as a download  at www.cart32.com/download/formwiz.exe.  PC users only.

Create forms for the following Cart32 functions:
  • Add to Shopping Cart
    • Enter Product Details
    • Enter Product Options
  • Manage Shopping Cart
    • View Shopping Cart
    • Empty Shopping Cart
    • Shopping Cart Summary
  • Order Status
  • Customer Log On
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        Store Manager (additional)

Cart32 is only the shopping cart portion of a site.  If you are looking for software to build the front end or store front of your site, we recommend Cart32 Store Manager.  Store Manager uses a web-based administration to setup categories and subcategories and products and any product options.  This information is stored in a database for easy updating and maintaining.  Store Manager will dynamically create your site from the categories and products you have entered.  It also includes a search feature and the ability to suggest related items for cross-selling functionality.  You do not have to know HTML or have database experience to use Store Manager.  All of its functions are performed through the web-based interface.  For more information or to demo Store Manager, please visit www.cart32.com/storemanger.asp.
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Store Manager administration

Store Manager website

    7. Cart32 web administration

        Logging in for the first time
To login to the Cart32 web administration, go to your web browser and enter your Cart32 secure domain in the address bar, either https://www.cart32.com or https://www.cart32hosting.com, followed by /cgi-bin/c32web.exe.

For example: https://www.cart32.com/cgi-bin/c32web.exe

Enter your client code, usually your company name with no spaces, and click Next.

Enter your client password and click OK.
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Private/Public Encryption Keys

If this is your first time logging in, you will be prompted to setup Private/Public Encryption Keys.  
The price encryption key is for increased protection of credit card information. Cart32 generates a public and private key pair to encrypt the credit card data. The public key will be stored on the server and the private key will be stored on your computer in a file or in the registry. Only the public key is needed to encrypt the data, but both the public and private keys are needed to decrypt the data. By default, the credit card data is stored encrypted in the Cart32 database. The price encryption key is optional, but provides an additional layer of security on the credit card data.

IF THE PRIVATE KEY IS LOST THE THEN THE CREDIT CARD DATA WILL NOT BE RETRIEVABLE. Please protect your private key. If it is lost there is nothing that can be done to retrieve the data. Your customers credit card data will be safe as long as the private key is in your care. To retrieve orders with public key encrypted credit card numbers you will need to use the same machine and browser that you used to generate the keys.

If you setup the keys, Cart32 will launch an object that will be used to generate the keys, save the private key to your hard drive.

You can select Skip for now or Skip altogether and setup the keys at a later time if you are unsure about setting up the keys.  Click Click here to continue if you wish to setup the keys. 

Only the computer that you have placed the keys on can view the credit card numbers. The key can be copied to additional machines.  See knowledge base articles C088 and C089 for more details.
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Making Changes

When making changes in the Cart32 web admin, always click the SAVE button to save your changes.
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Help

Most functions include a clickable  next to it for a description of how it works.  The Cart32 Help File is accessible from any tab in the admin by clicking the Help button.
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        File Tab
            Company Info

Enter your company Name, Addr, City / State / Zip, Phone, Fax, Country, Email,
Mail Server (optional, not required for Cart32 Hosting), Email User Name (optional,
not required for Cart32 Hosting, only for SMTP), and Email Password (optional, only for SMTP). Click Save.

These settings will be displayed to your customers on the order confirmation. The email address listed here will be used for order emails.  You can enter multiple email addresses separated by a comma.
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            Advanced

Remember Customer Information For Repeat Orders

If this option is checked, then when a customer returns to your website to make a repeat order his/her customer information is recalled. This only works with Internet browsers that support cookies.
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Template File Directory

This field is to set a specific path to the HTML template files. This is very useful when you want the HTML files to be located in the area where the web pages are located the server, instead of beneath the Cart32 directory. This is also useful when you want to customize the look of your cart. Only list the path and not any file names here

Ex. d:\ozarkol\cart32templates\clientcode\
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Use Post Method

Check this box you want Cart32 to use the POST method when submitting the template files you have specified. By default, Cart32 will use the GET method.
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File extension for HTML template files

This enables a powerful feature where you can include server side scripting code in the HTML template files. Active Server Pages (ASP) and Cold Fusion (CF) are good examples of uses for this field. You do not rename the template files themselves. They keep their .html extension. Cart32 automatically replaces the extension with what this field contains. For example, if you put ".asp" (without the quotes) in this field, then all of the template files will be treated as ASP files and you can put ASP code in them.
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Next Order Number

This specifies the order number (must be numeric) that will be assigned to the next online
order. Cart32 automatically increments this for each order.
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Domain(s) To Accept Orders

This is a list of domain names in which to accept orders. The most common example of this is your website. This prevents a user from downloading a page containing product information and then changing the price or other parameters and then submitting the order. You can one list domain name or several separated by commas. Do not include the "http://" preface.  Do include the domain with and without the www.

Ex. www.cart32.com, cart32.com
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Require whole number quantities for items added to the cart

Check this box if you only want whole numbers for quantities used when using the cart. For example, this will prevent a user from entering "1.5" as the quantity for an item if partial quantities are not available.
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Require POST for adding to cart

This requires all Cart32 transactions to use the POST method for processing forms. This is a security measure to prevent a user from typing in changed prices or other parameters.  The POST method is more secure.
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Don't store credit cards in Cart32 internal databases

Check this box if you do not want Cart32 to store the credit card information at all. This is useful if you use a real time payment processor and do not need the credit card after the transaction is complete.
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CVV2

Select whether or not the CVV2 field (the credit card security number on the back of the card) is stored in the cart.  To protect CVV2 data from being compromised, Visa U.S.A. Inc. Operating Regulations prohibit merchants from keeping or storing CVV2 numbers once a transaction has been completed. So you must either not store the data or clear it out once you've processed an order. Cart32 will keep the CVV2 stored for a maximum of 5 days.
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Regenerate Public/Private Encryption Keys

This link will start the wizard to generate public a public/private key pair for use in encrypting credit cards. If you run this after it has already been run, any credit cards encrypted previously with key encryption will NOT be retrievable.
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Use Secure Transactions

Notes whether or not that client’s server supports SSL secure transactions. If so Cart32, will use the https:// protocol instead of the regular http:// protocol to process the transaction.  It is recommended that you check this setting.
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Secure Domain Name

Leave this field blank to have Cart32 automatically find the secure domain name (recommended).  If Cart32 returns an incorrect domain name, then you can specify the correct one in this field. Do not include "http://".

Ex. www.cart32.com
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Secure CGI Directory

Leave this field blank to have Cart32 automatically find the secure domain name (recommended).  If you specify the secure domain name, then you need to also specify the secure CGI directory. This field should begin and end with a forward slash (/).

Ex. /cgi-bin/
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Leave secure connection in frames on framed website

If you check this then Cart32 will keep framed websites in frames on secure connections. With this unchecked Cart32 will go to a non-frames window for secure pages. The non-frames window is the better option because the browser shows that the connection is secure. If you keep your pages in frames, then the connection will be secure, but the browser will still show a non-secure connection.
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        Orders Tab
Show Orders
This is where you can view orders in the cart.  You can search the orders by date range, order number, etc.  The orders are listed much like a checkbook register.  You can view, print, edit, and delete orders.  The order status field is for internal use, but will be noted to customers if you are using the orderstatus link (see form wizard).  You can print shipping labels if you are using a real time shipper.

This tab contains many more advanced settings that will not be covered here.
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        Order settings

        Order Output File

This is where you can save you order information to a text file that you can download. The default location is the following:
d:\ozarkol\cart32templates\clientcode\orders\clientcode-orders.txt.  
This file can be downloaded via FTP.
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E-mail Response To Client

Check this box if you want the cart to send you an email when there is a new order.
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E-mail Response To Customer

Check this box if you want the cart to send the customer an email when they place an order.
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Order Emails

This tab contains advanced settings that will not be covered here.
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Appearance Tab

This tab contains settings for the appearance of the cart checkout pages and advanced settings that will not be covered here.
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        Cart Settings Tab
Billing Information

This tab contains settings for the billing information section of the cart page and many advanced settings that will not be covered here.

Shipping Information

This tab contains settings for the shipping information section of the cart page and many advanced settings that will not be covered here.

Use Separate Shipping Address

If checked Yes, this shipping section will appear on the online order form. If not, then only the billing section will be active.
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Show two columns on billing/shipping table

If checked Yes, this shipping section will appear in a second column to the right of the billing section on the online order form.
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Payment Information

This tab allows you to control the payment methods, such as check, MasterCard, Visa, etc., displayed under payment info on the online order form.  

To select whether or not a payment method shows, highlight the field in the scroll box in the lower left portion of the tab. Set
Show to Yes or No.

This tab contains many more advanced settings that will not be covered here.
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PayPal

To enable PayPal as a payment method, check Enable PayPal as a payment option and enter your PayPal ID/Email associated with your PayPal account.
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Tax

Cart32 allows for complete customization of tax settings.  This guide will only cover the most common form, charge taxes based on state.  

To setup taxes based on state, select Use Tax Grid Only.  In the Tax Grid section, set Base Tax On to State.  Enter the state name for Base Tax On Value.  Enter the Tax Rate in decimal format, such as .10 for 10%.  Do NOT enter a Tax Code.  This is an advanced setting.  Select whether or not to Tax Shipping.

You will need to make multiple ROW entries for the possible spellings of the state, such as California and CA (these values are NOT case sensitive).  These values cannot all be entered on one line.

This tab contains many more advanced settings that will not be covered here.
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Shipping Types

Cart32 allows for multiple ship types and customized shipping settings.  This guide will only cover the most common form, charging shipping based on real time calculations from a shipping carrier.  You can setup several shipping types, such as Ground, Next Day, 3 Day, etc.   This tab contains many more advanced settings that will not be covered here.

Enter a Name such as USPS Priority for the shipping type and click the Add Shipping Type button.  This name will be shown to your customers.  Click Edit next to the shipping type you just created.  Choose your Shipping Method.  For this example we would choose By US Postal Service and select Priority Mail from the drop down list.

For real time shipping companies other than USPS, you will need to setup the account first. See below.
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Setup UPS Online Tools

Click the link to start the online setup and follow the onscreen prompts.  You will need to have an account with the shipper before you begin.  If you do not have an account, see the company's website to sign up.
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Setup FedEx Shipping

Click the link to start the online setup and follow the onscreen prompts.  You will need to have an account with the shipper before you begin.  If you do not have an account, see the company's website to sign up.
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Setup DHL Shipping

Click the link to start the online setup and follow the onscreen prompts.  You will need to have an account with the shipper before you begin.  If you do not have an account, see the company's website to sign up.
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Discounts

This tab contains advanced settings that will not be covered here.
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Discount Codes

This tab contains advanced settings that will not be covered here.
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Gift Certificates

This tab contains advanced settings that will not be covered here.
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Other Payment Types

This tab contains advanced settings that will not be covered here.
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        Users
        Users Setup

Cart32 gives you the option of making user registration for customers not available, optional, or mandatory.  Registered users create a password protected account that stores their billing and shipping information for easy reordering.

This tab contains many more advanced settings that will not be covered here.
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        Products Tab
The product database setup is optional and is only used for inventory management purposes. Cart32 does not build your store pages based on the database.  See our Store Manager product for this functionality.  This tab contains advanced settings that will not be covered here.
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        Enterprise Tab
This tab contains many more advanced settings that will not be covered here.

        Real Time Card Processing

Cart32 provides online site owners with a low-cost, all-in-one online merchant account and gateway solution. Cart32 Merchant Services allows you to accept credit cards for payment directly from your site and manage them from an online virtual terminal. Apply now with Cart32 Merchant Services.  If you already have a merchant account, see our list of compatible gateways.

To setup your payment processor, follow these instructions.  Check Use Real Time Credit Card Processing and select the Auth Name from the drop down list.  Wait for the page to reload.  Fill in the required fields with the information provided by your payment processor, such as Merchant ID, password / PIN, etc.
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        Add Ins Tab
Cart32 has add ins available for QuickBooks integration and a Real Time Cart View to see customer orders as they use your shopping cart.  View this tab for more information and a free 10-day trial.
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        Reports Tab
Cart32 has a reports add ins available for reports based on Customer List, Sales Total, Sales by Customer, Order List, Lost Sales, and Inventory.  View this tab for more information and a free 10-day trial.
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Congratulations!  You are now on your way to the exciting world of ecommerce.  There are many features, products, and services available from Cart32 to make ecommerce easy.  Please visit our site www.cart32.com for more details.  Please let us know if you have any questions, comments, or suggestions.

-Cart32 Support Team