Dolphin Cart - User Manual
From FMWebschool Reference
This manual should be used as a guide to navigating the FileMaker database application that comes with the Dolphin Cart software package.
Opening the Application
Use a copy of FileMaker 8 Pro client or later to open your hosted database remotely from the FileMaker server. Once the database is opened a main menu should appear with the options for Orders, Products, and Setup - each of those sections is documented below.
This section lists the orders in your database.
The shipping and billing sections are filled out during the checkout process. The list of products can be used to see which product customizations were selected.
About the Payment Details:
The Payment Details section lists all payment variables that came through from a transaction - each payment system is a bit different and sends different variables. This section can be useful to track down payment details such as the exact authorization numbers for a credit card transaction, and then use those details to reference a specific transaction with the payment processor.
About TEMP orders:
Orders with an order status of TEMP are created by the website users as they browse your site and fill up a cart. If an order has been with a TEMP status for more than a day or two, it is safe to delete from this table as the session was likely lost and the same user will get a new temp order if they come back in the future. The "Orders" button in the main menu filters out all the TEMP orders to make it easier for you to see relevant completed orders.
- Featured Checkbox: Determines if this product should be listed on the home page.
- Prod. Category: The category within which this product will be listed.
- Product Images: The product specific image URL relative to the products/images/ folder in the dolphin cart website.
- Active: Unless this is set to "Yes" this product will not appear on the website. Use this setting to prepare products for publishing but not activate them until everything looks correct.
- Short Description: Appears in the list of products next to this product.
- Full Description: Appears as the product description when viewing this product individually.
- Related Products: Select products that should be listed as related when viewing the detailed description for this product.
- Product Customizations: Use this area to add customization drop downs to the product before it is added to the cart. This allows you to specify multiple modifications to the product such as sizes, upgrades, and additions. See the customization section for how to modify the price and select default values.
- Customer Testimonials: Use this to add testimonials to this product that you have received from your customers.
Use this section to setup the categories on your website. Categories are the main path through which customers will navigate your site.
Products without categories will only be accessible when they are marked as "featured" or if they appear in the search results of your cart.
Product Customizations Section
This section is intended to add custom choices to your products such as custom sizes or styles.
- Enter an internal name to identify this set of customizations.
- Enter a label to use on the website for the selector
- Enter a list of options to appear on the website
- for a change to the base price add +n or -n after the choice such as "XL +3.00"
- to select a default option add a * to the beginning of the item such as "*Medium"
Use this screen to setup the global settings for your cart.
- Name of Store: This text will appear in the title of your website
- Store URL: Enter the full public URL to your store followed by a "/".
- Store Description: This text will appear in numerous pages within the site.
- Template: The name of the graphical template to use for the site.
- Language: The language to use within the site.
- Store Location: A location for your store which can be used to do tax calculations.
- Store Tax Rate for Location: The tax rate to use if your location matches the user.
- User Selectable Locations: The locations that the user can select, this is requested for the purpose of the tax calculations above.
- Payment Systems: Click the payment systems button to select which payment systems to use within your store.
This is a listing of all your templates that are defined within this copy of Dolphin Cart. Each template allows a number of settings to be modified which affect how the website looks and acts.
Each template that you install comes with some instructions for the modifications that are allowed such as what the custom colors are or what each setting does. On the website the templates use Smarty tags to display dynamic information, see http://smarty.php.net for documentation on the tags and feel free to start by modifying the default template.
- Template Name: Used for identification within your database
- Template Path: The path within the templates directory for the HTML template files
Creating a derivative template:
- Duplicate the database record for the template
- Change the template name, keeping the template path unchanged
- Create a new combination of settings
- Select the new template name in the Setup layout.
Make sure to clear the cache after any template changes.
The languages section allows you to modify strings within the site to your own language. This section can also be used to design some of your strings to be a better fit for your specific business without ever having to touch the site HTML and PHP files.
Languages work through the use of a language string name and a text equivalent value for the string in any language. The string names should be written in all capital characters and should be in English, while the text value should be the text value for that string in a language of your choice.
To add a new language:
- Click the Create New Language button, the current language will be copied.
- Click the Language Name field to edit the name for this language.
- Start changing the right side of the strings list into your own language.
- Remember to select this as the language for your site in the main setup section.
Make sure to clear the cache after any language changes.
Payment Systems Section
The payment system section is intended to allow you to setup the appropriate model of payment for your website. Multiple models of payment are supported at the same time, such as an option for PayPal and a credit card processor.
To configure a payment system:
- Find the desired payment system on the left list of payment systems
- Set Testing Mode to TRUE
- Set Active to TRUE
- Enter any needed variables into the payment system. See below for documentation on each specific payment system.
- Clear the cache in your site and test your payment system thoroughly.
- Once ready to run it live, set Testing Mode to FALSE and your payment system will start collecting payments.
Payment System: PayPal
The PayPal payment system requires a single setting to setup which is your PayPal email address. Enter this address in the first of the three input boxes and PayPal is setup to use with Dolphin Cart, however see instructions below for the testing procedure.
Testing PayPal: To test the PayPal system you have to use the PayPal sandbox which creates a number of virtual merchant and buyer emails that otherwise behave like real PayPal emails. To test using the PayPal sandbox follow these instructions:
- Create an account at https://developer.paypal.com/
- Log into the account and create a merchant account (use any email address you wish)
- Modify Dolphin Cart to use this email address in the PayPal payment system setup
- Make sure the payment system is set into Testing Mode
- In the PayPal Developer interface create another email address for a buyer, adding a credit card to that account (PayPal will provide a test credit card number automatically)
- Access your Dolphin Cart installation and try using the PayPal checkout option going through the whole process as if it was a real purchase. While performing this step make sure that the PayPal sandbox appears on the PayPal pages, otherwise you might be making a real transaction.
- The PayPal image is not loaded on the checkout page next to the PayPal payment text
- This is due to an incorrect Store URL setting set in your Setup section which is used to calculate the location of this image.
Payment System: Authorize.net
This payment option integrates Authorize.net as a credit card payment processor which allows immediate response to your users regarding the validity of the information provided by them for the transaction.
As a special for our users, save 50% off theregular setup fee by using this application form.
Setting up the Payment System:
- Open an Authorize.net account
- Within your account find the User Id and the Transaction Key to use for website integration purposes
- Enter the user id and transaction key into the Payment Systems Setup Section for this module.
- Make sure Testing Mode is set to TRUE.
- Select your integration method either as SIM or AIM (see below for a section regarding integration methods)
- Clear the cache of the Dolphin Cart system.
- Test the credit card processing using any numbers in the next section.
- Once the system is ready, turn off testing mode and you are ready to accept credit cards with Authorize.net.
Test Credit Card Numbers for Authorize.net: You may use any expiration date after the current day’s date unless otherwise indicated. Leave the CVV as blank for these cards.
- 370000000000002 - American Express Test Card
- 6011000000000012 - Discover Test Card
- 5424000000000015 - MasterCard Test Card
- 4007000000027 - Visa Test Card
- 4012888818888 - Visa Test Card II
- 3088000000000017 - JCB Test Card (Use expiration date 0905)
- 38000000000006 - Diners Club/Carte Blanche Test (Use expiration date 0905)
Integration Methods (SIM/AIM): The integration is available in two flavors: Simple Integration Method (SIM) and Advanced Integration Method (AIM), both are supported by Dolphin Cart and your choice will depend on the exact needs for your system. See below regarding setting up each system:
Simple Integration Method
- An Authorize.net account
- A secure(SSL) URL to accept the results of the transaction
- This can be provided by your host and does not necessarily have to be under your own domain name
|Authorize.net takes care of security on their servers which accept the actual credit card information||The user leaves your site for a few minutes and sees which payment processing company you are using, could potentially leave the user confused|
Advanced Integration Method
- An Authorize.net account
- A secure site employing an SSL certificate to encrypt the connection which will host the Dolphin Cart files
|The user never has to leave your site, the checkout experience is consistent||The security needed on your server has to be more stringent since it will be recieving sensitive credit card numbers|
Payment System: Manual Credit Card
This payment option collects the credit card details into the Payment Details section of the Order record, leaving the order status as "Unprocessed". The shipping and billing information is collected at the time of the order and the credit card processing is then left up to the store owner to process with a third party system.
Please note that credit card processors have strict requirements regarding the length of time that the CVV number can be kept after the transaction has been authorized and completed, therefore make sure to erase it from the payment details for the order when appropriate.
Payment System: Manual Invoice
This payment option does not ask the user for their credit card detail, instead it collects all the shipping and billing details and enters the record into the Orders section as "Uninvoiced".
Use this payment system to process payments using some other method that does not involve credit cards.