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.
   • 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.
   • 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 other 2CO vendors who act as 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.
5. Once you have edited the product to your satisfaction, press “Save Changes” to save the product to the database.

Related Article:

• New Vendor Admin: Product Page Advanced View and Enable Editing

Important Note: The unit of measure for weight fields in the Shipping Wizard will display pounds.This measurement is given as an example only, and you may consider 1 pound to equal 1 of your unit of measure.

To begin, you will first need to log in to your account and then click the Shipping tab to be redirected to the Shipping Methods page in your account.

Step 1: Click the blue plus sign “+” next to Add New Shipping Method on the right side of the Shipping page. A new Shipping Wizard window will open in your browser.

Step 2: Enter a Shipping Method Name, Tracking URL (if applicable), select what shipping charges will be based on, customers country, order total or order weight, and then select what countries this method will be offered to. Suppliers may offer the method to customers from all trusted countries, the supplier’s home country only, or, from a custom list. 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. After you have entered a Shipping Method Name, Tracking URL (if applicable), selected how shipping charges will be calculated and what countries the method will be offered to click Continue.

Step 3: Enter a Base Price for the method, and select how shipping charges will be calculated, based on customers country, order total or order weight. Please note: The Base Charge will be charged on all orders regardless of order weight. After you have entered a Base Price and selected how shipping charges will be calculated, click Continue.

Step 4: If you had selected Home Country Only or All Trusted Countries, you will not see this screen and will go directly to Step 5 or 5A. If you had selected Custom List, you will now select the countries this method will be offered to. To add countries to the list, highlight the country and click the Add Countries button. After you have added all of the countries the method will be offered to, click Continue.

If you will be calculating shipping charges based on exact order weight please follow Steps 5 and 6. If you will be calculating shipping based on weight ranges please follow Steps 5A and 6A.

Step 5: Enter a Weight Max and Amount . When calculating the charges based on exact order weight, you will need to enter the maximum order weight that will only be charged the Base Price in the Weight Max Field, then enter 0.00 in the amount field and click Add Surcharge. Please note: The Weight Max field will only accept whole numbers, 1, 2, 3, etc.

Step 6: Set Overweight Charge. The Overweight Charge will be the amount that is added for each pound over the Weight Max that was set in Step 5. When charging shipping based on the exact order amount, Overweight Charges will be based on the exact order weight. As an example: If you had set up the method to charge a Base Charge of $1.00 and the Overweight Charge is set to $1.00 for each pound over 1, the shipping charges for an order that weighed 1.50 pounds would be $1.50. $1.00(Base Charge) + $.50(Overweight Charge)=$1.50 Shipping cost. After you have entered the Overweight Charge, click Continue. Go to Step 7.

Step 5A: Enter the Weight Max and Amount. The first Weight Max that you enter will determine the maximum order weight that would only bill the customer the Base Charge that was set up in Step 3. For the Amount for the first Weight Max you will enter 0.00 and click Add Surcharge. Continue to add additional Weight Maxes and Surcharges for each weight range you wish to use on the method. In the below example the method is set up to charge customers a Base Price of $1.00 for the first 10 pounds and to then add a Surcharge of $1.00 for orders from 10.01 to 20 pounds, $2.00 for orders from 20.01 to 30 pounds, $3.00 for orders from 30.01 to 40 pounds. After you have entered all of the weight ranges for the method go to Step 6A. Please note: The Weight Max field will only accept whole numbers, 1, 2, 3, etc.

Step 6A: Set Overweight Charge. The Overweight Charge will be the amount that is added for each pound over the highest weight that you had entered for your weight divisions in Step 5A. When charging shipping based on weight ranges, the Overweight Charges will be based on the exact Overweight amount. As an example, if you were charging $4.00 for orders up to 40 pounds, and adding an additional $1.00 for each pound over 40, for an order weighing 40.50 pounds the customer would be charged $4.50 for shipping. $4.00(Charge for weights up to 40 pounds) + $.50(Overweight Charge for .50 pounds)= $4.50 total shipping cost. After you have entered the Overweight Charge click Continue.

Step 7: Review the settings for the method and save the Shipping Method. To save the method to your account click Save after you have reviewed the settings for the method. The page will refresh and advise the method has been successfully created and you may then click Close to exit the Shipping Wizard.

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

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 blue 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 blue 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 blue 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 blue 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 blue 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

To begin, you will first need to log in to your account and then click the Shipping tab to be redirected to the Shipping Methods page in your account.

Step 1: Click the blue plus sign “+” next to Add New Shipping Method on the right side of the Shipping page. A new Shipping Wizard window will open in your browser.

Step 2: Enter a Shipping Method Name, Tracking URL (if applicable), select what shipping charges will be based on, customers country, order total or order weight and then select what countries this method will be offered to. Suppliers may offer the method to customers from all trusted countries, the supplier’s home country only, or, from a custom list. 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. After you have entered a Shipping Method Name, Tracking URL (if applicable), selected how shipping charges will be calculated and what countries the method will be offered to, click Continue.

Step 3: Enter a Base Price for the method, and select how shipping charges will be calculated, based on customers country, order total or order weight. Please note: The base charge will be charged on all orders regardless of order total. After you have entered a Base Price and selected how shipping charges will be calculated, click Continue.

Step 4: If you had selected Home Country Only or All Trusted Countries, you will not see this screen and will go directly to Step 5. If you had selected Custom List, you will now select the countries this method will be offered to. To add countries to the list, highlight the country and click the Add Countries button. After you have added all of the countries the method will be offered to, click Continue.

Step 5: Enter the Order Max Total and Amount. The Order Max total is the maximum order amount that would only be charged the Base Price created in Step 3. As an example, if you wanted customers to be charged $1.00 shipping for orders up to $10.00, you would enter 1.00 as the Base Price, 10.00 in Order Max Total field, 0.00 in the Amount field and then click the blue Add Surcharge button.

Step 6: Adding additional order total surcharges. To add additional order total surcharges, you will enter the amount for the Order Total Max and the amount for the Surcharge to be added to the order total and click the blue Add Surcharge button. In the example in the image below, the method is set up to charge customers $1.00 for orders up to $10.00, and to then add an additional $1.00 shipping charge for every $5.00 ordered over $10.00. In the below example, customers with orders totaling more than $45.00 would only be charged the base price that had been entered for the method as there isn’t a designated surcharge for orders totaling more than $45.00. After you have entered all of the surcharges for the method, click Continue.

Step 7: Review the settings for the method and save the Shipping Method. After you have reviewed the settings, click Save to save the method in your account. The page will refresh and advise the method has been successfully created and you may then click Close to exit the Shipping Wizard.

Related Article:

• Tutorial: Creating Shipping Methods

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 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.

After you have logged in to your account, please select the “Account” tab on your account homepage and then select “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 payment profile please click on the “Banking Wizard” button and provide 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 select the Save Profile button.

Once created this payment profile will be displayed on your bank account page and will be set as live. You may edit this profile by clicking on the edit link which will route you back to the backing wizard to make your changes.

Your account homepage will display the vendor alerts section where you can select the name of the vendor alert you wish to view. The alert detail page will display the title of the alert as well as the following information.

• Priority- Alerts priority.
• Status- Alerts status read or not.
• Alert Message- The full alert message.
• Link- Website url that the alert is from.

Once you have read the alert you can mark it as read to change the status.

Account Status – 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.

Vendor Alerts
This section includes all the notifications that 2Checkout will send vendors 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 a vendor has 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 Locater
The locater is positioned along the side-lines of the home page, which gives you easy access to search for sales as soon as you log into your account. Additional to the convenience, there are now more search-able fields than ever before, making it even easier to locate your sales.

To access the recent sales page in our new vendor administration panel please login at the following url: https://www.2checkout.com/va/

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

The reports page will display the following information.

• Available Reports – The reports you can run against your account
• Report Name – Report’s title
• Description - What the report does
• Reports In Queue – These are any reports that are pending to be created by our scheduler system
• Recently Completed Reports – These are the top five reports that were recently created
• List all Completed Reports – Shows a list of all the reports you have saved

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

You can select 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 vendor input, we will begin adding additional reports to this section.

• Report Name – Report’s title
• Description – What the report does
• Begin Date – The date when you want to start your range of past sales data
• End Date – The date when you want to end your range of past sales data
• Report Format – Select from the list of formats offered for download

You can select 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 select 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 - What the file type is
• 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 select 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 your download
• 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 – Fill the form out below and 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 – What file type to make the download
• Starting Date – When you want to start running the report

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

The recent sales table will provide you with the following information for each sale.

• Sale Number- The customers 2CO order number.
• Date Placed- The Date the order was placed.
• Customer Name- Customers name as it was entered in the billing information.
• Recurring- Whether or not the order was recurring.
• Total- The sale total in your accounts currency.

You may click on the order number to bring up the customers order. If you would like to access all of your sales information you may select the ‘List’ submenu 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 Number- The customers 2CO order number.
• Date Placed- The Date the order was placed.
• Customer Name- Customers name as it was entered in the billing information.
• Recurring- Whether or not the order was recurring.
• Recurring Declined- Recurring orders status.
• Total- The sale total in your accounts currency.

This page also provides the option to sort your sales by any of the previously mentioned fields.
You may click on the order number to bring up the customers order.

If you would like to locate a sale in your 2Checkout account, you may use the sales locater 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 orders 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 based on the product ID that was included in the order.
• 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.