Virtual Phone Card Software Instructions
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(Last Updated, 2005-2-15)
This file collects some topics that are frequently asked in installing the
virtual phone card software.
A. Databases (MS SQL / MySQL Installation)
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(Skip this section if the installation is done by SmartWin)
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The three Access databases under /_private folder can access your SQL Server Or
MySQL databases (if the latter is used). Download the files to your desktop PC.
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1) MySQL users, follow the MySQL.sql on the _private folder to migrate the MS
Access databases into MySQL ones.
2) MS SQL Server users, use SQL upsizing wizard (under the MS Access -> Tools
menu) to upgrade MS Access to MS SQL Server.
3) Modify the config.asp file under each folder to use the alternative database
(more instructions are given there).
4) Modify the global admin settings (where connection string values are present)
to point to the new database(s).
5) Create three "File-DSN" ODBC data sources, Shopping_Cart, Membership,
Warehouse on your Desktop computer, pointing to the three SQL/MySQL Server
Databases. Use the information provided by your hosting provider.
E.g.
DRIVER={SQL Server}
SERVER=(your_sql_server_ip_address)
UID=(your_sql_server_username)
PWD=(your_sql_server_password)
DATABASE=(your_sql_server_database_name)
6) Link the SQL/MySQL Server tables (using File -> Get External Data ->
Linked Tables -> ODBC Databases) into the Access databases. Use
"Upload-Download" macro to transfer data to/from the SQL databases. This is
useful for example if you need to back up the databases.
7) If you are doing batch upload, use warehouse.mdb's macros to run the process
locally (such as "Build Search Index"), then upload to the server.
8) Do not refresh the Linked Tables, which might make the tables read-only.
If you changed the password, you would need to re-link the tables.
B. Loading Phone Cards
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1) Use Shop Manager -> Add/Remove Phone Cards to manage phone card catalog.
To clear the sample data, follow the Edit Field Mappings
-> Clear Sample Data links.
2) Card ID must follow the syntax:
[Root ID for the distinct card], [A suffix identifying the country]
Namely, there must be a comma in between the two parts, for example,
Tiger $5, 217
which means Tiger card, $5 amount. 217 is just a unique number identify the
calling or destination country.
3) Always enter the "face value" of the are for the price. If you need to
discount it, you can set the "Mark Up" value under Shop Manager
-> Franchise Control Panel.
4) Enter something useful/promotive in the Description field. Enter "Connection
Instructions" into its own field. This information will be not be displayed
on the storefront, but will be displayed with the PIN number after purchase.
5) Enter either "Yes" or "No" for the 1-800-Access or Connection Fee fields.
Put the details in other (e.g. Description) field.
6) Use numeric number, e.g. 3.5 for the User Rating field. The storefront will
convert them into stars. User Rating is automatically updated by feedbacks.
7) After creating a card with a given amount (say $10) and having entered the
calling rates for various calling/destination countries, you can create a
second one with different amount at ease:
a) Create first entry for the new amount (require a different Root ID);
b) Use "Copy Over the information from" function on the page to copy the
rest from the existing card.
8) If you updated the rates or descriptions on one record, you can use
"Synchronize the information to all relevant items" to copy them to the
other records.
9) Use Shop Manager -> Manage PIN Numbers to add PINs to the system. This page
also manages PIN numbers assigned to the customers. Use this to delete
assigned ones after a certain period. PIN numbers are stored encrypted
in the database at all time.
C. Operations
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1) You can tighten up the Internet Fraudulence control by pre-approving
manually a new user account.
To do this, follow Shop Manager -> Configure Account Types, and set the
"Default Cancel Status" field to a nonzero number, e.g. "1".
2) At run time, you will
get a notice whenever a new member has signed up. Then
a) Use Shop Manager -> Membership Manager ->
Click on the "Account Number" ->
Click on the "Member Details" to verify the information,
b) Go back to the Previous page, Set the "Cancel" field to 0 and update.
c) Optionally, send a pre-defined welcome newsletter to the member. There is a
batch function on the bottom of Membership Manager for you to do so.
3) Alternative to 1) and 2), on the Configure Account Types page,
a) You can set "Manual PIN assignment" to 1 (any non-zero number will do).
This way, any new customer will require manual assignment on the
PIN number.
b) A monthly cap can be specified on each new account.
4) To turn off the Manual PIN assignment on an existing account:
Shop Manager -> Membership Manager -> Click on the "Account Number" ->
Account Details -> set "Manual PIN assignment" to 0 -> Update Info.
5) Edit /shopping_cart/appendix.asp to tighten up the AVS and CVV2 verification
control (when real-time payment gateway is used). You can also specify a
"threshold" amount above which a manual process is required. SmartWin can
help you set this if necessary.
6) You can issue PIN numbers manually from Shop Manager -> List of Orders
-> Order Details -> "click here to Assign PIN Number(s)". This function is
quite safe, it will not over-assign the number if it is already issued.
7) Following 6) Use "Click Here to View PIN Number(s) and Their Instructions"
-> "Email Customer" to send PIN number to the customer.
8) Check or any other non-real-time payments can be accepted and you can credit
it to the member's account (use the "Credit Limit" field on the Member
Account Details page). When the customer places the order, the amount will
be shown on the "New Order" field. You need to manually substrate this from
the credit limit and reset it to 0.
9) Feel free to use the Loyalty points and the Coupon features to promote
your sales. The system is quite flexible to do any Fraudulence control that
you think will be required for your business. We welcome any suggestions.
D. Storefront Pages
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1) On each storefront pages (*.htm), you will need to replace the following
meta tags (using Notepad or editing in HTML source mode),
by yours.
2) Update the Title tag on each HTML page.
Replace "Online Prepaid Phone Cards" by your own subtitle to
the page. Replace the copyright information on the bottm of the page by
your own one.
3) Replace the Store name and logo etc. under Shop Manager
-> Storefront Settings, e.g. Site Name, Site Banner, Forwarding Email.
4) Relace similar information under Global Settings, Memembership
Settings, and Catalog Settings.
5) Edit the storefront HTML texts in any way you wish. You may use the storefront
wizard to do the job:
front.asp
Just make sure you don't delete any JavaScripts.
E. Contact Us
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Any queries, send to
support@smartwin.net
SmartWin Technology