1. Log into your account.
2. Click on the “Products” tab.
3. Click on the edit icon listed under “Actions” for the product you wish to edit. The edit icon looks like a blue file folder.
4. You will then be redirected to the edit product page for the product you wish to edit. Below is a list of the fields that can be edited and descriptions for those fields.
   • Your Product ID (Required) – This is an internal reference number for your use. A part number, bin location or other reference that will be useful to you. This field can consist of only letters and numbers with no spaces or special characters.
   • Name (Required) – This is the name or title of your product. Keep this as short as possible (no more than 30 characters) or it can cause the payment page to become distorted.
   • Short Description – This is what your product is. We recommend you keep this short as well to keep the payment page from becoming distorted.
   • Long Description – This is a longer description of your product, this will not be shown during the checkout process.
   • Price (Required) – This is how much the customer will be charged each payment cycle. Do not include any currency symbols (like “$”) in this field or errors will result.
   • Tangible (Required) – This indicates whether or not your product is tangible. Tangible goods must be shipped in a timely manner in order for you to receive payment. Tangible goods are also subject to sales tax for Ohio customers. This field must be set correctly, if 2Checkout becomes aware you have deliberately lied about whether or not a good is tangible, your account will be suspended, and further penalties may apply. Note that if you set this field to intangible, the customer will not be charged for shipping and the option to select shipping methods will not be shown on the order page.
   • Weight – If you plan to use our shipping systems and will ship by weight, specify the weight here.
   • Handling - If there are any product-specific handling charges, they go here. These charges are above and beyond your normal shipping charges, and are only applied if this product is purchased, they are applied for each product ordered, i.e. if 3 of this product are ordered, the customer will be charged 3 times this amount. Do not use currency signs (like “$”) and do not use commas. Prices can be specified in whole numbers or as decimals to 2 places (example: 4.95).
   • Start Up Fee – This is a one time fee billed together with the first installment. This amount will be billed only once, not on a recurring basis. The amount you enter here will either be added or subtracted from the base price . If you put a minus(-) sign before the amount it will be subtract from the base price. If you don’t put anything in front of the amount it will be added.
   • Recurring (Required) – This indicates whether or not your product is a recurring product. A recurring product is one which will rebill the customer with a specified recurrence for a specified duration.
   • Recurrence (Required for recurring products) – This is a two-part field. The first part is a numerical field that tells us how long between billings as a number. The second box tells us the unit of time measurement, current options are; weeks, months and years. So, if you want a customer to be billed once every month, you would put in a ’1′ in the first box, and then select “months” from the second drop-down box. Note that we no longer support daily recurring billing.
   • Duration (Required for recurring products) – Like the last setting, this is a two-part field. The first part is a numerical field that tells us how long to continue billing as a number. The second box tells us what unit of time you are referring to. If you put in ’6′ and then selected “months” from the second drop down, your charge would automatically cease billing after 6 months. If you want to bill the customer until they or you cancel, leave the first box blank and select “Forever” from the second box.

   • Product Categories – This is for accounts who participate in the 2CO Affiliate program. You may select the category the product will be shown in when other Affiliates search for selling opportunities.

   • Affiliate Commission – Affiliate Commission can be specified either as an amount (in your pricing currency) or as a percentage. It is how much you want to pay affiliates, re-marketing your products on their websites.
   • Pending URL – This is not used for recurring products/services.
   • Approved URL – This is the URL your customer will be returned to when the payment has been confirmed. Most credit card orders will be sent here.
   • Images – Here you can add images to you product. Theses images will be displayed in the admin and the account order page. For more information on the account order page click here.
5. Once you have edited the product to your satisfaction, press “Save Changes” to save the product to the database.

Related Article:

• Admin: Product Page Advanced View and Enable Editing

Advanced View

By default, the Product page in your account will display the following fields:

• Actions
• Images
• Assigned_product_id
• Vendor_product_id
• Name Price
• Price

Suppliers may select the fields that are displayed on the Products page by enabling Advanced View on their Product page. After you have logged in to your account, click the Product tab on your account homepage. On the Product page, place a check in the Advanced View box on the right side of the Products page and click the gray Update View button. The page will refresh and there will be a new Fields list below the Advance View box on the right side of the page.  You may then place a check in the View box next to any additional field(s) you wish to have displayed on the Product page. You can also remove the checkmark from any default field that you don’t wish to view on the Product page. After you have completed your selections, click the gray Update View button to see the changes applied to your Product page.

Enable Editing

The Advanced View will also allow you to edit product fields from the Products page. To enable editing you will leave a check in the Advanced View box, place a check in the Enable Editing field and then click the gray Update View button. The page will refresh and there will be a new fields list that will allow you to select Edit, View or Skip for the product fields on the right side of the page. You will first want to place a check in the Edit box for any product fields that you will editing, then place a check in either the View or Skip box for any fields that you won’t be editing, or don’t wish to view, and click the gray Update View button below the fields list. The page will then refresh and any fields that you had checked Edit for will now be able to be edited on the Product page. Please note, if you don’t place a check in Edit, View or Skip for a field, that field will not be displayed on the Product page after you click the Update View button. After you have edited the field(s) for the product(s) that required the change, click the gray Save Product Changes button listed on the left side of the page under your products list. The page will then refresh and an “All updates succeeded”  message will be displayed in the top left side of the page.

Related Articles:

• Tutorial: Creating Products in the New Vendors Administration Area
• New Vendor Admin: Adding Product Options
• Attaching Images to Products in the New Vendor Administration Area
• Uploading Product Images

Once you have logged in please click on the ‘Shipping’ tab.

From the shipping screen click the icon labeled ‘Add New Shipping Method’ to open the Shipping Wizard. The first screen has three sections, as described below.

The shipping method name field is used to create a name for your shipping method. This name will be displayed to customers when the shipping method is available for them to select, so you may want to make it fairly descriptive.

The Tracking URL field. If you will be shipping by a method that will provide tracking numbers, you may want to list that URL in the Tracking URL field as the URL will be included in the shipment confirmation email that can be sent to the customer when the order is marked as shipped.

The options in the Pricing section decide how the cost of your shipping method will be calculated and has three options.

• Free- Will create a shipping method with a base price of ’0.00′. Will show ‘Free’ in the price column at checkout.
• Fixed- Allow you to specify a static flat-fee.
• Price based on delivery country, weight, or order total- Opens more advanced pricing schemes. As the name suggests it can be used to charge a higher shipping fee based on the country the product will be shipped to, how much the products ordered weigh and/or the amount of the order total.

The Countries section is used to specify what countries your shipping method applies to. If you will be using this method to ship internationally select ‘all trusted countries’. If you are only shipping within your home country select ‘home country only’, otherwise you can select ‘custom list’ to select specific countries that your shipping method will be used for.

If you selected a pricing option other then free then you will be presented with the Surcharge Options page. Enter a base price for your shipping method to use. If you selected fixed for your pricing scheme, this will be the flat-rate that is used to calculate shipping, otherwise you will have a chance to add additional surcharges on the next screen. Your base price can be 0.00 but cannot be a negative value.

If you selected price based on delivery country, weight, or order total for pricing then you will also see a Countries section that can be used to further customize the pricing for your method. Select whether you want to customize your shipping method by country, weight, order total or any combination thereof.

The Custom Country List section serves two purposes. It allows you select the applicable countries for your shipping method if you selected the Custom List option and will allow you set country-specific surcharges if you selected price based on delivery country, weight, or order total. You can add countries to your method using the list at the top of the page or remove countries using the list at the bottom. Use the surcharge amount field to enter your desired surcharges for each country if you selected that option earlier in the process, otherwise the field will not be displayed.

The Set Overweight Charge / Add A Weight Surcharge page will be displayed if you chose to add shipping surcharges based on the total weight of the order. The set overweight charge field can be used to specify how much will be added per pound if the order weight goes over your maximum weight division. To create a weight division use the weight max field and specify an amount to be charged if the order weight is under or equal to your weight setting (but above any weight divisions below it). For example, if you create a surcharge for 2 lbs at 2.00 and 4 lbs at 6.00 and the order weighs 1 lb the shipping surcharge will be 2.00 plus your base price. If the order weight is 3 lbs, the surcharge will be 6.00 plus your base price. Another way to think of this process it that the weight of the order is rounded up until it finds the nearest weight max. One thing to keep in mind is that although the weight measurement used throughout the admin area (and, therefor, also in this tutorial) is pounds (lbs), our system doesn’t know the difference between this and any other measurement (ie. ounces or kilograms). Feel free to use your preferred weight measurements so long as you use them globally for your account.

The Add An Order Total Surcharge page is used to specify a total price and how much the surcharge should be if the order total is equal to or below it. This feature works similar to the weight based method in that the order total will be rounded up until the next division is found.

The Confirmation page will give you a quick overview of the options you have selected for your shipping method. Click the ‘Save’ button to complete the shipping wizard or ‘Back’ to return to a previous page and make additional changes.

Log in to your account and click the ‘Account’ tab on the homepage and then click ‘Bank Account’ from the Account menu.

Your profiles will be listed under the Payment Profiles section on the right-hand side of the page. To create a new profile, click on the ‘Banking Wizard’ button and enter the requested information for the payment method you select. When you finish setting up your payment method, you will be asked to enter a Profile Name on the Save Bank Account Profile page (optional) and click the ‘Save Profile’ button.

Once created, this Payment Profile will be displayed on your Bank Account page and will be set as live. You can edit this profile by clicking on the ‘Edit’ link, which will route you back to the Banking Wizard to make your changes. You can switch Payment Profiles by clicking ‘Set Live’ under the desired profile on the Banking Details page.

Your account homepage will display the Alerts section where you can click the title of the Alert you wish to view. The Alert Detail page will display the title of the alert as well as the following information:

• Priority – The priority of the alert (a lower number indicates higher importance).
• Status - Indicates whether or not the alert has been read.
• Alert Message – The full alert message.
• Link – URL that references the origin of the alert.

Once you have read the alert, you can click “Mark Read” to change its status.

Account Status -There are three possible statuses:

• Y – Allowed to sell. Allowed to be paid.
• P – Not allowed to sell. Allowed to be paid. – Suppliers in this status will see a ‘Parameter Error’ on the 2Checkout purchase page when a purchase is attempted.
• S – Allowed to sell. Not allowed to be paid.

Pending Balance – This is the estimated amount pending the release of your payment from your 2Checkout account.

Your last login was – You can keep track of when you last logged into your account. This can come in handy if you are keeping track of log-in times.

Alerts
This section includes all the important notifications when major events occur that affect accounts globally, when new documentation needs to be reviewed, and other such alerts requiring your attention.

Summary – Clicking on the title of an alert will open the message up in a modal pop-up box on the page. Once you are finished with reviewing the information, clicking the ‘Mark Read’ button will note that the message was read and will keep the message around for later review, or clicking the ‘Delete’ button will remove the message entirely. The review status of each message is displayed within the Status column as a ‘read’ or ‘unread’ status.

If you have many alerts saved, you will notice that there is a limitation of displaying only the ten (10) most recent items. To view all of your saved alerts, you will need to click on the ‘View All Alerts’ link.

Recent Sales
Here you will find your ten (10) most recent sales in a listing, defaulting in a descending order by the date and time they were placed.

Sale # – Clicking on the sale number link gives you easy access to opening up that specific sale’s details page. The total sale amount that appears under the USD Total column is the total amount for the most current sale under that sale number. This means that any non-recurring sales will have only one total amount that will never change. However, recurring sales that have start-up fees will display whichever is the most current re-billed sale amount. For example, if you have a recurring service that costs $10 per month with a $5 start-up fee, the initial total amount will display as $15, but when it re-bills for the continuous $10 amount it will display as $10.

Sales Search
The Sales Search is positioned along the right-hand side of the home page, which gives you easy access to search for sales as soon as you log into your account.

Once you have logged in, click on the ‘Reports’ tab.

The Reporting page will display the following information:

• Available Reports – The reports you can run against your account
• Report Name – The title of the report
• Description - ?A description of information found in the report
• Reports In Queue – Any reports that are pending creation by our system
• Recently Completed Reports – The five most recent reports that were created
• List all Completed Reports – Shows a list of all the reports you have saved

The Reporting also provides you with 4 sub-menus which include Request Report, Report Queue, Completed Reports, and Scheduled Reports.

You can click the ‘Request Report’ tab to view a list of all the available reports that can possibly be run against your account. Over time and with your input, we will begin adding additional reports to this section.

• Report Name – The title of the report
• Description – A description of information found in the report
• Begin Date – The date when you want to start the range of past sales data
• End Date – The date when you want to end the range of past sales data
• Report Format – Select from the list of formats offered for download

You can click the ‘Report Queue’ tab to view reports that are currently pending creation within our scheduler system. Your report will run as soon as the scheduler is ready.

You can click the ‘Completed Reports’ tab to view all the reports that have been run against your account. Keep in mind, reports will eventually be deleted.

• Delete -Check this and click ‘Delete’ to remove the report
• Report Name – Click the title to download the report.
• Format - The file type of the report
• Generated On – Date and time that the report was made
• Expires On – When the report will be removed from our system
• Re-run Report – Click to run this same report again and generate a new download.

You can click the ‘Scheduled Reports’ tab to view list of all the reports that have been scheduled to run.

• Delete – Check this and click the ‘Delete’ button to remove the scheduled report
• Edit - Click this icon to edit the options of this report
• Report Title – The name given to your report
• Format - The file type of the report
• Next Schedule Date – When the report is going to run next
• Data Date Range – How far back the data history will go from the scheduled date
• Last Scheduled Date – When the scheduler will stop running this report

Add Scheduled Report -

To add a Scheduled Report click the Add Scheduled Report link on the right side of the page. – You will then fill out the form with the appropriate information and also set the schedule for the report to be delivered. After entering the appropriate information click the ‘Save’ button to create a report that is scheduled to run at a later date.

• Title - The name of your report
• Report – The report type
• Format – The file type of the report
• Starting Date – When you want to start running the report

Once you have logged in, click the ‘Sales’ tab.

The Recent Sales table will provide you with the following information for each sale:

• Sale # - The customer’s 2CO sale number.
• Date Placed – The date the order was placed.
• Customer Name - Customer’s name as it was entered in the billing information.
• Recurring – Whether or not the order was recurring.
• Total – The sale total in your account’s currency.

You can click on the sale number (Sale #) to view the customer’s order. If you would like to access all of your sale information, you can click the ‘List’ sub-tab to visit the List Sales page.

Your List Sales page will provide you with a table that lists all of your sales. The table will provide you with the following information for each sale:

• Sale # - The customers 2CO sale number.
• Date Placed – The date the order was placed.
• Customer Name - Customer’s name as it was entered in the billing information.
• Recurring – Whether or not the order was recurring.
• Recurring Declined – Recurring order’s decline status.
• Total – The sale total in your account’s currency.

This page also provides the option to sort your sales by any of the previously mentioned fields.

You can click on the Sale # to bring up the customer’s order.

If you would like to locate a sale in your account, you may use the sales locator feature located on the right side of the page to search for your sales by the following criteria:

• Sale # - Order number located in the order notification email.
• Invoice # – Invoice number located on the order’s packing slip.
• Customer Name - Customer’s name as it was entered on the order (must be at least three characters).
• Customer Email – Customer’s email address as it was entered on the order.
• Customer Phone - Customer’s phone number as it was entered on the order.
• Product ID – Product ID that was ordered. This value is assigned to a product by the vendor and is not automatically assigned by 2Checkout’s system.
• Date Range - Based on the order date using the Begin Date field in the following format: (YYYY-MM-DD) and End Date field in the following format: (YYYY-MM-DD).
• Declined Recurrings - Check this box to search for only recurring sales that are currently in declined recurring status.

Once you have logged in click on the ‘Shipping’ tab.

If you would like to view the shipping methods that you have set up, you may do so on the ‘List Shipping Methods’ page. To access this page, click on the ‘Shipping’ tab, then click on ‘List’ sub-tab. Your shipping methods will be listed under the ‘List Shipping Methods’ table and can be sorted by name, base price, weight, country, or order total. This table will provide you with the option to change each shipping method’s name, base price, delete the method, or edit the shipping method further by clicking on the Edit icon.

The Mark Shipping section of your account must be used to mark your orders as shipped.

To access this page, click on the ‘Shipping’ tab, then click on ‘Mark As Shipped’ subcategory. Note that no results will be displayed on this page initially; you must perform a search for “Shipped”, “Unshipped”, or “Re-authorize” to retrieve any results. Your most recent unshipped sales will be listed with the sale number, recipient information, and fraud status. This page provides you with the ability to sort these sales by sale number or date placed by clicking on the links at the top of the unshipped sales table. You may use the “Find Sales by Shipping Status” on the right hand side of the page to search for sales by date, sales number, invoice number. When using this feature you will also be required to choose if you are searching for sales by unshipped sales or sales that require re-authorization. The results from your search will display on the unshipped sales table. To mark these sales as shipped you must enter in the tracking number and select if you would like to notify the customer of the shipment by email by selecting the ‘Yes’ or ‘No’ radio button. You may then click the ‘Mark Shipped’ button at the bottom of the page to mark the order/orders as shipped.

Sales that have not been marked shipped may need to be reauthorized due to the original card authorization expiring. When this must be done, you will see a button titled “Reauthorize Card” in the Re-authorize Column of the Mark Shipped page. Clicking on this button will take you to a confirmation screen where you can view the last reauthorization attempt and attempt to reauthorize the card so it can be marked shipped.

Many suppliers use their shipping methods to restrict sales to certain countries. If you are selling intangible products, you may want to restrict your yours from certain countries as well. You may do so by using the E-Good Country Blacklist feature in your account. You may access this feature by selecting the ‘Shipping’ tab from your account homepage and then clicking on the ‘E-Goods’ subcategory. From here you may scroll thought the countries in your Allowed list and select the countries you wish to remove. Once you have selected the countries you wish to remove, click on the ‘Deny’ button at the bottom of the list. This will move the country to your Denied list. If you wish to allow a country on your Denied list, select the country and click on the ‘Allow’ button at the bottom of the list. This feature will restrict intangible orders to certain countries based on the billing country the customer selects in the purchase routine.

Once you have logged in, click on the ‘Sales’ tab and then click the ‘Request Invoice’ sub-tab.

To issue a payment request, follow these steps below:

1. Click on the ‘Sales’ tab near the top of your account homepage.
2. Click on the ‘Request Invoice’ tab in the sales menu.
3. Fill out each field on the ‘Request For Payment’ page as they are listed below.
4. Your Invoice Number - number you will use to identify the invoice.
5. Relevant Web Site – The website that is providing the product or service (optional).
6. Product – You must use the drop down menu to select the product that is being ordered. (Invoices cannot be sent for recurring products, so they will not display in this menu).
7. Payment Amount – The total price of the invoice.
8. Payor Name – The customer’s name.
9. Payor Email – The customer’s email address.
10. Subject of Email- Message displayed in the subject line of the email (optional)
11. Use the comment box to add any additional comments you wish to include in the invoice, such a list of products being ordered or description of the payment (optional).
12. Click on the ‘Submit Request’ button to send the invoice.

Once the customer completes the order with their payment information, the sale will be logged to your account and email notification sent to you and the customer.