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.

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

After you have logged in to your account, click the Products tab.

To create a new product click the Create sub tab on your Products page. You will then enter the product information for the product you are creating.

Name*: This is the name that you use to refer to the product or service that you are creating.

Your Product ID*: This will be an identifier that you use to identify the product for your records.

Short Description: A short description of the product. This will be displayed to the customer on the order details page after the customer is redirected to 2Checkout to complete their transaction.

Long Description: This will be a more detailed description of your product. This field is primarily used for products that are included in the Affiliate program.

Product Price*: The price of the product.

Product Tangible*: This designates whether this is a physical product. The product will be physically delivered to the customer, place a check in Yes. If the product is delivered electronically, place a check in No.

Product Weight: This field will only be displayed if the product is tangible. If you will be charging shipping fees based on order weight you will need to enter the weight of the product.

Product Handling: This field will also only be displayed if the product is tangible. If you will be charging a handling fee for the product it will be entered in this field.

Product Recurrence: If the product will automatically re-bill the customer place a check in Yes. If the product is a one time billing select No.

Product Startup Fee: This field will only be displayed if Yes is selected under Recurring. If you will be charging a start up fee for the product or service you may enter it in this field. If a startup fee is entered, that fee will only be applied to the first installment on the order. Subsequent billings will bill at the price entered for the product. As an example: If you want to charge the customer $100.00 dollars for the first installment and then $75.00 on all future installments, you would enter ‘75.00′ as the price and ‘25.00′ as the Startup Fee. If you wish to provide customers with a discounted price as a trial period and then bill them the full amount for future billings you would be able to enter a negative startup fee for the product. As an example: If your service normally bills at $19.99 a month and you wanted to allow customers a trial period price of $1.00 for the first month, you would enter the Price as ‘19.99′ and the Startup Fee as ‘-18.99′. In this example, the customer will be billed $1.00 for the first month and then $19.99 each month thereafter.

Product Recurrence*: This field will only be displayed if Yes is selected under Recurring. This is a two part field on the product creation page. The first field, labeled Bill Every, is a numerical field that tells us how long between billings as a number. The second field, with drop down menu, tells us the unit of time measurement, weeks, months or years. If you want the product to bill every month you will enter ‘1′ in the first box and then select ‘Month’ from the drop down menu.

Product Duration*: This field will only be displayed if Yes is selected under Recurring. This is a two part field on the product creation page. The first field is a numerical field that will tell us how many installments you wish to bill for the product. 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 Category, Affiliate Commission: These fields will only be used if you are adding products to the Affiliate program.

Product Pending URL: The Pending URL field is no longer used and may be left blank as 2Checkout no longer accepts e-checks as a payment method.

Product Approved URL: This would be a page on your site that you wish to have customers  returned to upon completion of orders paid via Credit Card or with the PayPal payment option.

Images: Feature will allow you to upload and attach images for your product that can be displayed on your order page.

Please note: *= Required Field

After you have filled in all of the required fields on the Product Creation page, click the ‘Save Changes’ button at the bottom of the page.

If you have created product options they will be listed on the right side of the product creation/edit product page. You may add an option, or options, to the product after you have created it by placing a check mark in the box next to the name of the option(s) you wish to add and then click the ‘Save Changes” button at the bottom of the page.

You may wish to review the following related articles for more information on our Affiliate program, the return options available to you, uploading and attaching images, and creating product options.

Related Articles:

• Does Your System Offer an Integrated Affiliate Solution?
• TUTORIAL: Adding Products to the Affiliate Program
• How Does The Return Process Work?
• Direct Return
• Uploading Product Images
• Attaching Images to Products in the new Vendors Administration Area
• New Vendor Admin: Product Options

Step 1: The customer places an order. Both the customer and the supplier receive a confirmation of the order via email and the order details can now be viewed in the supplier’s 2Checkout.com account. An authorization hold for the funds will be placed on the customer’s account. On the order details page, the Status field will display as approved, and the Date Paid field will display as Not Yet Paid.

Step 2: Order goes through Fraud review. The supplier is notified via email when the fraud review completes. Assuming the order passes the fraud review, one of two things will happen. If the product was configured as tangible and the supplier is using 2Checkout’s Plug n Play cart, the supplier will then need to mark the order as shipped in their account (after physically shipping the order, of course). If the product is intangible or the supplier is using a third party cart, the order will not need to be marked shipped and the funds will automatically be transferred to 2Checkout.com. On the order details page, the Status field will display as pending, and the Date Paid field will display as Not Yet Paid.

Step 3: Funds for the order are received by 2Checkout.com. On the order details page, the Status field will display as Deposited, and the Date Paid field will display as Pending.

Step 4: Supplier is paid for sale. On the order details page, the Status field will display as Deposited, and the Date Paid field will display the date the payment was sent to the supplier by 2Checkout.com.

Please note: Vendors using the plug-n-play cart for tangible orders are required to mark orders shipped in order to be paid for an order.

To add an established product to the affiliate program, first locate the product in the listing by logging into the Vendor Administration area and clicking on the Products main tab. Find the product in the listing and click the Edit icon next to that specific product under the Actions column.

Once you are on the page to edit the product, you will see in front of you all the product’s options. Adding the product to the affiliate program requires that you have two additional product settings defined: Product Categories, and Affiliate Commission.

First, scroll through the Product Categories list and click on the category that best fits the product.

Second, specify the commission amount that will be paid out to the affiliate in the Affiliate Commission field. This amount can be either a fixed value or a percentage of the total product price. For example, if your product is worth $10.00 and you set a fixed amount commission of $1.00, you as the vendor will receive $9.00 and the affiliate will receive $1.00. Similarly, if your product is worth $10.00 and you set a percentage commission of 10% (IMPORTANT: do not include the percent sign when specifying the number in the input box), you as the vendor will receive $9.00 and the affiliate will receive $1.00.

After you have selected the product’s category and set the commission rate, click the Save Changes button to apply the settings and add the product to the affiliate program.

Your affiliates are now ready to start offering your product on their websites! You can find a tutorial that will show your affiliates how to sign up for a free account and access products to offer here.

Once you have logged into your account you can browse our affiliate opportunities by clicking on the ‘Affiliates’ tab on your account homepage. Here you may search affiliate resale opportunities by keyword. You can also browse the affiliate resale opportunities by product category.

To search the affiliate resale opportunities please use the ‘Opportunity Locater’ to enter the keyword for your search. You may also narrow the search by selecting a category. Once the search terms have been defined please click on the ‘Search’ button.

To browse the affiliate resale opportunities please click on the ‘Browse Opportunities’ tab. From here you may select a category and browse through the opportunities.

Once you have found a product you are interested in you may click on the product name to obtain the HTML snippets and product image source. This information can then be added to your website to create the product listing and purchase button or link.

The commissions you have earned on each sale can be viewed by clicking on the ‘List Commissions’ tab on the affiliates page. This page displays a table that includes the commission amount, product name, commission status, date the order was placed and the date you were paid. You can click the column headers at the top of table to sort sales listings by the date, product, status, or commission amount.

In order to be paid out for your commissions you must fill out your payment information in our banking wizard. To do this please select the “Account” tab on your account homepage and then select “Bank Account” from the Account menu. From here, you will need to click on the “Banking Wizard” button and provide the requested information for the payment method you select. Affiliate earnings are held for 60 days before being released to the affiliate.

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.

Request Invoice can also be utilized for billing for excessive server time for web hosts, or for services that need to be billed in addition to the product/pricing structure hard-coded via 2Checkout’s product listing.

You can use our Request Invoice feature to have an invoice emailed to your customer. The email will have a link to a payment form where the buyer can make payment to you. This tutorial will walk you through the invoicing process so you can successfully request a payment from a client and can be followed by logging into our new vendor administration area here.

To issue a payment request please follow these steps:

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 on this menu)
7. Payment Amount- The total price of the invoice.
8. Payor Name- The customers name.
9. Payor Email- The customers email.
10. Subject of Email- Message 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.

That’s all there is to it. 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. Please note that the order will be treated as intangible and will deposit automatically. The order will not show in your mark shipping report. If the order is tangible you may send the shipping information to the customers by adding a comment to the order.

If an order or recurring installment is in approved status it can still be canceled without the customer being charged or 2Checkout fees applied to the suppliers account. If an order is in pending or deposited status a total or partial refund can be issued to the customer. If the order was passed in using our plug and play parameters individual products and shipping charges can also be refunded by using our line item refund feature.

To cancel or refund an order please follow these steps:

1. Click on the Sales Tab near the top of your account homepage.
2. Click on either the sale number you wish to cancel/refund under the recent sales display or use the sale locater to bring up the order.
3. To issue a refund click on the Refund Sale button on the top left of the order.
4. Here you will be required to select a reason for the refund, enter a comment and click on submit refund.

To issue a partial refund please follow these steps:

1. Click on the Sales Tab near the top of your account homepage.
2. Click on either the sale number you wish to partially refund under the recent sales display or use the sale locater to bring up the order.
3. To issue a partial refund click on the “Issue Partial Refund” button directly under the invoice number.
4. Here you will be required to select a reason for the refund and enter a refund amount, enter a comment and click on submit refund.

To refund a line item please follow these steps:

1. Click on the Sales Tab near the top of your account homepage.
2. Click on either the sale number you wish to access under the recent sales display or use the sale locater to bring up the order.
3. To issue a line item refund click on the refund button listed in the refund column between the product name and amount.
4. Here you will be required to select a reason for the refund, enter a comment and click on submit refund.

To cancel a recurring billing please follow these steps:

1. Click on the Sales Tab near the top of your account homepage.
2. Click on either the sale number you wish access under the recent sales display or use the sale locater to bring up the order.
3. To cancel the recurring billing click on the stop this recurring link listed by the product name.

Please note: The refund option may not be displayed on a sale based on the following criteria:

• Your username does not have authorization to issue refunds (basic editing access).
• The sale is over 60 days old.
• The invoice has no balance left to refund.
• For a line item refund, the line item has already been refunded.
• For a line item refund, the line item amount is more than the
  remaining balance on the invoice (this can happen on an invoice with one
  line item and a coupon or on an invoice with a partial refund).
• It’s an online check order that has not been deposited.

Please feel free to contact us directly for refund assistance.

Related Articles:

• Is There a Time Limit on Issuing Refunds?
• What Are 2Checkout’s Refund and Dispute Policies?
• Adding Sale Comments