CustomWare® FTP/Internet Setup
CustomWare® can automatically upload data and password files for your customers to log into your internet site and create orders, view their account history and invoice details as well as make payments. You must have the following information which is in SET UP (8), COMPANY VALUES (7), WORLD WIDE WEB INFORMATION (17). The information required may be obtained from your Internet Service Provider (ISP). In addition, CustomWare® can make the Perl Common Gateway Interface (CGI) programs automatically for you.
INFORMATION NEEDED FOR WEB PROGRAMS
You will need this information entered before making the Perl programs:
INFORMATION NEEDED FOR ORDER ENTRY
The following are options you will need to set in INVENTORY WEB SET UP (10):
EXAMPLES AND INSTRUCTIONS FOR WEB PROGRAMS
When first entering information in Set Up, an example will be shown. Extra information may cause the Perl program to not function properly. On the internet all addresses and names are case sensitive. An upper case(capital) letter is different than a lower case letter: "B" is different than "b".
A note on addresses: Your presumed upload directory and paths for programs may not be what you expect.
Company e-Mail should be your default e-Mail address for orders or general company information. Examples:
Home Page internet address. The Perl programs will create a link to your home (1st or main) page. This may be:
Background image name. This is an option which you may use or leave blank. If this option is used you will need to type the exact name of the image.
Image directory path is crucial for the displaying of your logo and background images. Depending on your ISP's operating system you may not be able to use your dot com address. In addition, all images of your products will be uploaded to this directory. Note there is no slash on the end of the address.
Logo image name is the picture file of your company's logo.
Perl path. This is extremely critical. The first character is usually a pound sign (also called a number sign or hash mark) "#" followed by and exclamation mark. Be sure you get this path information correct!!
CGI e-Mail command line. This is the command line that is used to automatically send you and your customer a confirmation e-Mail of their order.
CGI program path is also extremely important. This may not be your dot com address but your exact address in your ISP's computer. This is where the programs are uploaded to and run from and sub-directories are made for data files, password files, etc. Note that in the above e-Mail command line there is a dash in "cgi-bin" but here there is not - depending on the version of Perl your ISP uses.
EXAMPLES AND INSTRUCTIONS FOR WEB ORDER ENTRY PROGRAMS
Log in customer option. If you do not want to perform actual order taking but just want surfers to view your product line there is no need for a log in. Depending on other options you set below, this may be automatically changed to requiring the customer log in first. For example, if you have column pricing and you want the customer to view only their price (and perhaps retail), the column information comes from the customer's log in file so they need to log in first. If you are using price breaks instead of column pricing they would not have to log in first but to place an order they will. If you want to accept orders from new customers this option should be set to not require log in.
Pricing option. There are two options
If you choose the default of quantity break pricing, you will be asked for the break points. This information will default from your INVENTORY SET UP values but you may change them for the internet if you wish.
Choosing column pricing can either show all 4 pricing columns plus retail as defined below on SHOW RETAIL PRICE.
Price break information. As described above, this is the actual quantity break information or it is zeroed out if you chose column pricing above. If you chose the quantity break option you should select the default of showing all 4 columns. You will then be asked for the quantity break points.
If you chose column pricing, you may choose to show only the retail price, only column 1, columns 1 and 2, columns 1,2 and 3 or all 4 columns. If you do not choose option 1 - show only retail - the option below of SHOW RETAIL PRICE may be set to show the retail price in addition to the column(s) you choose to show.
Freight option. You may choose either by weight or quantity of items purchased. The weight comes from the inventory file and a maximum weight per box will be computed. If you choose by the quantity of items purchased. In either case you will be asked for a maximum weight per box or maximum quantity per box.
Category/Matrix Option. This is perhaps the most critical of options for how your customer views your products. If your inventory is large you will want some type of pre-selecting by department or category or matrix description.
By choosing to show all your inventory your customer may have a long wait before your order page is displayed, depending on the size of your inventory. This option is not recommended for any company that has more than 50 part numbers in their inventory.
The other options use a pre-select screen. Using the CATEGORY, MATRIX or STYLE options, there will be only one pre-select screen. The second and last screen will be the actual parts for orders.
Using the Department option, the first screen is comprised of your departments, the second of the categories within that department and the last and third screen are the part numbers.
If you do not know, change this option, upload the Perl program (manual upload), view the site and then settle on the one that suits you best.
Sales tax states. If you have sales tax in your state you must have this option set up. Constitutionally, you do not charge sales tax on interstate sales unless you have a physical office or actual sales rep in any given state. Enter the state abbreviation and the sales tax rate for each state that you are required to collect tax for. Currently, there is only one tax rate per state.
Credit cards accepted. The acceptance of credit cards and the processing of the order two different things. Since there are many, many ways to process online credit card purchases this program will not process the card but it will send you an e-Mail with the information for you to manually process. You may select the following options (if used) for credit card/payment options:
Show part #. This is a Yes or No option. If you want a column on your ordering page to show the part number, select Yes. If not, select No. This may be used in conjunction with the other "show" options. Note that if you select No on all "show" options, your customer will not know what they're ordering!
Show part description. You may show your part description on the last (order) page. This is a Yes or No option. If you want a column on your ordering page to show the description, select Yes. If not, select No. This may be used in conjunction with the other "show" options. Note that if you select No on all "show" options, your customer will not know what they're ordering!
Show retail price. This is a Yes or No option. If you want the retail price column on your ordering page, select Yes. If not, select No. This may be used in conjunction with the other "show" options. Note that if you select No on all "show" options, your customer will not know what they're ordering!
Show style description. This is a Yes or No option. If you want your ordering page to show the style description, select Yes. If not, select No. This may be used in conjunction with the other "show" options. Note that if you select No on all "show" options, your customer will not know what they're ordering!
Show color description. This is a Yes or No option. If you want your ordering page to show the color description, select Yes. If not, select No. This may be used in conjunction with the other "show" options. Note that if you select No on all "show" options, your customer will not know what they're ordering!
Show size description. This is a Yes or No option. If you want your ordering page to show the size description, select Yes. If not, select No. For those using sizing (matrix option), the size abbreviation will show automatically. If you select Yes on this option your customer will see: "SMALL" instead of "S." This may be used in conjunction with the other "show" options. Note that if you select No on all "show" options, your customer will not know what they're ordering!
AUTOMATIC UPLOAD INSTRUCTIONS - FTP
For CustomWare® to automatically upload information to your web site you will need an auto-ftp program. Most CustomWare® customers use SCO UNIX or Linux. If you use Windows and have an FTP program installed (such as WS FTP Pro or CutieFTP, etc.) you will need to specify the path of the ftp program: C:WINDOWSSYSTEM21FTP.EXE.
MANUAL FTP COMMANDS
Get to a DOS or UNIX command prompt (C: or #). Type in:
AUTOMATIC FTP REQUIREMENTS
For CustomWare® to automatically update your web site you will need to have a ".netrc" file defined. You must be logged in as root to define this file. If the file already exists, you will need to change the permissions before proceeding:
The file created will automatically login, upload (data files) and download (orders) and the quit the program returning you to CustomWare®.
Type in (if the file is not present, it will be created):
The file should look like this when done (the user log in name is "web"):
-r-------- 1 web sys 217 May 27 12:07 .netrc
When the user "web" logs in and runs the CustomWare WEB EXPORT program, the .netrc program will run to do all transfers. When you run the WEB EXPORT program you will have options to run it once, run it at specified time intervals (every hour or other number of minutes) a specific time (and quit), continuous, upload all data files or just files that are changed since the last upload. Using SCO UNIX or Linux a different login name (such as "main") may have .netrc file to upload and download password and customer data files. All files should be in the same directory - a sub-directory of your program directory (...cgibin/data).
Downloaded orders will be processed and printed and then the cycle (if set) will repeat. Depending on connection speeds this process can take up to an hour to transfer 1 million CustomWare records or as little as a minute if there are no changes.
There are two common files used with accounts receivable and inventory:
The password file (pwar.txt) has 3 fields:
The customer log in name does not have to be related to the customer's actual name. These are set and saved in the CUSTOMER FILE. The process to update the password file is:
HIERARCHY/GRAPHIC DIRECTORY TREE
All files except the picture files (.gif, .jpg, .bmp, etc.) must be transferred as ASCII (text) type.