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Feature Overview :: Value of the WinSell Web Solution :: Examples of WinSell Web :: Feature Details

WinSell Web Details

bulletIntroduction
bulletWinSell Web Internet Connectivity
bulletWinSell Web Shopping Basket
bulletWhite Paper Focus
bulletBenefits
bulletFeatures
bulletFeature Details
bulletCustomer  
bulletPricing 
bulletLoyalty and Referral Points
bulletOrdering
bulletInventory
bulletPayment
bulletIntegration
bulletCatalog
bulletTechnical Features
bulletLanguage and Database
bulletOperating Systems
bulletMinimum Recommended Hardware
bulletAdditional Required Components
bulletConfiguration
bulletCustomization of Appearance
bulletFunctionality
bulletWinSell Web Main Menu
bulletStore Home
bulletCategories
bulletSearch
bulletCheckout
bulletSign-in/Sign-out
bulletMini Basket
bulletThe "Shopping Experience"
bulletTypes of Shoppers
bulletDirect purchasers
bulletFocused browsers
bulletGeneral browsers
bulletShopping
bulletFunctional Details
bulletCustomer
bulletProduct
bulletCategory and Subcategory
bulletPictures/Graphics
bulletSearch
bulletOrders and Quotes
bulletElements of the Order
bulletOrder Payment
bulletQuote
bulletE-mail Notification
bulletOrder Fulfillment
bulletConclusion 

Introduction

The focus of WinSell Web is to allow your customers and salespeople to utilize the Internet to directly order goods and services from your business.  WinSell Web is designed to handle both business-to-consumer and business-to-business situations.  WinSell Web also allows for payments to be accepted at the time the order is placed.  top

WinSell Web features two main functional areas:

WinSell Web Internet Connectivity

Allows a user to run the WinSell Pro executables remotely over the Web.  All that is required is a fixed IP address server with an ADSL line, although a dial-up connection gives useful performance levels.  The intrinsic design and network efficiency of WinSell Pro makes this type of connectivity very efficient and cost-effective.  Dedicated, leased lines are not required.

This Web based connectivity allows a user to access the WinSell Pro database from anywhere in the world at any time of the day.  Any function that can be performed locally can also be performed remotely.  Orders can be entered, invoices can be cut, and reports can be pulled down.  This remote connectivity suits businesses with remote or dispersed salespeople, and management who are not always able to be on location.

The modular aspect of WinSell Pro allows this technology to be used in business-to-business situations.  For example, a key customer could have an order module on his local computer that is connected directly to the supplier’s database.

This same Internet connectivity allows for a multisite installation with a centralized database.  This is particularly ideal for businesses that want to connect smaller satellite locations to the main location.

We currently have a "Head Office" module in development for central price and purchasing management, and data consolidation. top

WinSell Web Shopping Basket

The shopping basket allows WinSell customers to offer a Web browser based buying tool to their customers.  WinSell Web offers an e-commerce solution for both consumer-to-business and business-to-business applications.  WinSell Web gives users with standard Web browsers the ability to check inventory levels and pricing, pull up product pictures, create orders, pay for orders, inquire on the status of orders, and keep their customer information up-to-date. top

White Paper Focus

The remainder of this white paper focuses on the WinSell Web browser based shopping basket.

Benefits

There are several huge benefits using the WinSell Pro/WinSell Web system.

WinSell Web allows your customers to create orders on a worldwide / 24 hour a day basis.  Customers can query the status of orders and check pricing and inventory levels at their convenience.

Salespeople who work away from the office can directly enter orders without having to call or fax the office.  They can also check inventory levels and order status for their customers, giving them the ability to enhance the service they provide to your customers.

By pushing data entry to the "front-end", more efficient use is made of staff and order accuracy is improved.

Customer information is directly added to the database from the browser.  There is no retyping of information.  The customer can update his information as required.

Customer orders immediately become orders in the WinSell Pro database ready to be processed through the WinSell Pro order fulfillment system.  There is no delay waiting for e-mails.  Again, there is no retyping of information and accuracy is improved.

There is only one database to maintain.  The WinSell Web database is either physically the same database that the store uses, or it is the store database that has been replicated to a Web server.  Pricing at the store level is automatically and immediately changed on the Web site.  New items in the store can also immediately be added to the Web site. top

Features

Key features include:

bulletWorldwide 24 hour a day access to your business
bulletHandles new and repeat customers
bulletThe ability for customers to create sales order directly into the WinSell Pro database
bulletThe ability to check current inventory levels and pricing
bulletThe ability to check the status of orders in the system
bulletThe ability to set up discount prices for preferred customers
bulletQualified customers can have their orders put "On Account"
bulletIntegrated credit card acceptance
bulletInclusion of sales taxes and shipping charges on orders
bulletCatalog creation directly from the web site top

Feature Details

Customer

bulletWinSell Web, working in conjunction with the WinSell Pro database, keeps track of all your Web customers and sales to those customers, including full sales history.
bulletRepeat customers can login with their own password to avoid having to fill in customer information again.
bulletCustomers can maintain multiple ship to addresses which can be selected during the checkout process.
bulletCustomers can update and make changes to their address, phone number, e-mail, etc.
bulletSelected customers can be authorized as "On Account" customers and can charge their purchases against their account. top

Pricing

bulletCustomers can be assigned automatic discount levels, which will allow them to buy from your web site at preferred prices.  This is very useful if you have business customers or customers that belong to buying groups or other clubs.
bulletSales and promotional prices available to your store customers can also be made available on the Web.
bulletWeb customers can be setup with special "Web only" prices.
bulletDiscounted prices, savings in dollars and savings as a percent can all be displayed on the product page and in the customer's shopping basket. top

Loyalty and Referral Points

bulletWeb customers can earn "customer loyalty" or "frequent buyer" points based on their Web purchases.  These points can be combined with points earned on in-store purchases.
bulletWinSell Web also supports the WinSell Pro "referral" points program.  Purchases made by customers who were referred to your business by an existing customer can earn points for the original customer. top

Ordering

bulletWhen a customer uses WinSell Web to place an order, the order is created directly in the WinSell Pro database, just as if you placed the order at your own sales terminal.  The reporting functions in WinSell Pro will keep you abreast of all of your new orders.  Your customers are sent automatic e-mail confirmations of their order.
bulletWhen an order is filled, it is just a matter of a few mouse clicks to turn the order into a customer invoice.  If an order is only partially filled, the system can automatically create a backorder for the remaining goods to be shipped.
bulletIf a pick slip is required for the warehouse, a copy of the order with quantities but no prices could be printed as required. This could also be used as a packing slip. top

Inventory

bulletThe inventory displayed by WinSell Web is the same inventory you carry in your store database.  Items flagged as "Web items", will be part of your web site.  Items not flagged as "Web items" will not be shown on the web site, giving you control over your Web store.
bulletSince WinSell Web draws from the WinSell Pro database, prices are always current.  If you change the price in your store database, the Web price is updated as well.  In addition, if you add new products to your store database, they are immediately available on your web site if you flag them as web items.
bulletInventory levels can be displayed, hidden or qualified on your web page.  Inventory levels are the current level taken directly from the WinSell Pro database.  
bulletDepending on your business model, you can show your customers your current stock level, or you can use a qualifier such as "Over 1000", "Under 50", etc.  The qualifier will change as predefined inventory levels are hit.
bulletIf you prefer not to show stock information, that information can be kept confidential.
bulletProduct images can be displayed as thumbnails that automatically expand to full size when clicked on.
bulletText based product information of an extended nature can be stored with each item and displayed in a formatted manner automatically.
bulletThe items may be categorized extensively for display. top

Payment

bulletWinSell Web interfaces with PC Charge and Authorize.Net for secure online payment.  Both PC Charge and Authorize.Net can be used with most major banks in United States.  They allow you to accept payment by credit card when the customer order is placed.  Additionally, pre-authorized customers can place their orders "On Account".  The On Account orders are tracked through the WinSell Pro system. top

Integration

bulletWinSell Web integrates seamlessly with the WinSell Pro database.  WinSell Web uses the WinSell Pro Toolkit approach to pull information out of the database and post orders to the database on a real-time basis.  
bulletOnce WinSell Web is set up, it is like having thousands of point-of-sale stations worldwide, all connected to your system.  Your customers do the front-end data entry for you, you receive and fill the orders and collect payments.
bulletThen you use the WinSell Pro Inventory Control back end to do the order fulfillment, just as you would with an in store customer.
bulletThere is no waiting for orders to be emailed to you from your ISP. You do not need to manually enter customer Web orders on your store POS. top

Catalog

bulletWinSell Web, combined with the WinSell Pro database, contains all the essential items required for providing a catalog. It automatically provides an on-line catalog with the following:
bulletItem name or description
bulletPart number
bulletPrice
bulletPicture
bulletExtended product definition catalog text
bulletOne of the advanced features of WinSell Web is the ability to take this information and create an online and/or printed catalog.  Catalog pages can be restricted to categories, allowing for smaller, focused catalogs.  The online catalog is directly linked to product pages for one click movement from the catalog to product detail page.  The catalog function gets its information from the current database, assuring that all prices and products are up-to-date.
bulletFor example, if a customer requested a catalog outlining your line of "Large Widgets", you could quickly, easily and cost effectively, create a current printed publication containing all the information required by the customer for an email or mail out.
bulletCustom printed catalogs, including pictures can be generated in Microsoft Word or other publishing applications. top

Technical Features

WinSell Web is a seamlessly integrated component of the WinSell Pro invoicing/point-of-sale/order fulfillment/inventory control system. top

Language and Database

bulletASP based Web shopping basket accessing Microsoft SQL Server RDBMS top

Operating Systems

bulletWindows 2000 Server, Windows XP top

Minimum Recommended Hardware

bulletServer - Pentium III, 500 MHz, 256 MB RAM, 300 MB free disk space top

Additional Required Components

bulletStatic IP Internet Connection (ADSL, or similar)
bulletInternet Information Server
bulletMicrosoft SQL Server 7 / 2000 or the free run-time version of Microsoft's SQL database engine (MSDE) that is provided on the WinSell Pro CD.
bulletWinSell Pro
bulletSSL installed on IIS (available from Verisign)
bulletPC Charge or Authorize.Net
bulletMerchant Account usable by PC Charge's IP-Charge or Authorize.Net top

Configuration

  1. Web User <> ISP <> Internet <> Sever in store (connected by ASDL line, or other high-speed connection) <> WinSell Pro system
  2. Web Users <> ISP <> Internet <> Hosted Sever < Database replication > In store or head office database (connected by ASDL linetop

Customization of Appearance

bulletThe HTML defining the appearance of the website is a template that is fully editable with Microsoft Front Page.
bulletA moderately experienced WEB designer can modify the appearance of the system to suite any retail web vendor’s requirements. top

Functionality

WinSell Web draws data directly from the WinSell Pro database and displays information on Web pages.  Consequently, most information that is available in the WinSell Pro database can be made available in WinSell Web.  Information such as stock availability, pricing, previously entered orders/quotes, can all be looked up by customers using standard Web browsers. top

WinSell Web Main Menu

WinSell Web main menu includes:

bulletStore Home
bulletCategories
bulletSearch
bulletCheckout
bulletCustomer Area
bulletSign in and Sign out top

Store Home

The store home is an introductory page to the shopping area of your web site.  It will allow you to put up some copy regarding your Web based store as well as pictures and graphics.  It will also give your customers access to the store's main menu and shopping features. top

Categories

Categories menu allows customers to quickly drill down to their area of interest.  WinSell Web supports three levels of categories/subcategories to allow customers to quickly and precisely drill down the products they're looking for. Groupings by supplier or manufacturer can also be integrated into the system. top

Search

WinSell Web contains a powerful and flexible search engine.  If a product number or description is known, the product can be found instantly.  Searches can be done on partial product numbers and partial descriptions, bringing up subsets that will include all items with that either partial number or partial description.  This search display can include thumbnails pictures of the products.  Search limits can be placed on categories and price ranges.  The "wildcard" symbol (%) will allow any character string to be found.  In addition entire categories can be brought up or even the complete item database can be displayed.  Clicking on a product from the search results will immediately take you to the product page. top

Checkout

The checkout menu will take you directly to the shopping basket allow you to complete your purchasing. top

Sign-in/Sign-out

The Sign-in and Sign-out menus allow customers to log in and out of the web site.  Existing customers will be able to update their billing and shipping information.  In addition, customers can be assigned discount levels that are automatically applied to their purchases when they are logged in. The customer log in is protected by password that the customer himself defines. top

Mini Basket

A mini shopping basket can be shown below the WinSell Web main menu.  This handy display allows customers to see what is in their basket when they are on the product pages.  The mini basket is updated when new items are added to the shopping basket. top

The "Shopping Experience"

WinSell Web can be integrated into your existing web site.  When customers are ready to shop they will click a link (such as a "Shop" button) that will take them to the WinSell Web Store Home on your server. top

Types of Shoppers

WinSell Web has been designed to accommodate different types of shoppers:

Direct purchasers

Direct purchasers are shoppers who know exactly what they're looking for either by part number or part description - these shoppers are most likely repeat customers, quite often other businesses.  They can quickly zero in on the desired product by searching for the product part number or part description, not unlike your own employees using the point-of-sale system. top

Focused browsers

Focused browsers are shoppers who are looking for a particular type of item.  These shoppers can quickly drill down through the three levels of categories to browse through the narrow range of specific products that are of interest to them. top

General browsers

General browsers are shoppers who are new to your site or exploring your product offerings.  These shoppers can browse the category structure for items of interest. top

Shopping

The shopping experience will be different for each type of customer.

Direct purchasers.  Once direct purchasers arrive at your Store Home, they will click on the customer Sign-in menu item.  Most likely, they already have a Web account with your business.  If not, they can create a new account.  After entering their Customer Code and Password, they will click on the Search menu item.  They will search on the appropriate criteria, select items of interest, add the appropriate quantity to the shopping basket and proceed to the checkout.  Predetermined discounts will automatically be given to these customers and they will see, on-screen, their discounted prices and savings from your regular prices.  Next they have the opportunity to select the shipping address and method.  At this point, a new ship to address can be added.  Clicking the Order Summary button allows the customer to view the order with shipping charges and taxes (if appropriate) added.  Next the customer enters his credit card number and completes the order.  If the customer is set up as an "On Account" customer, the order can be billed to his account.  Alternatively the order can be stored as a "Quote" which can be added to or turned into an order at a later time. top

Focused browsers.  Focused browsers may be very similar to direct purchasers in that they may already have a Web account with your business.  Rather than using the search function, they would drill down through the category levels and browse to the products of interest.  Once the products are found they would add them to the shopping basket and complete the check out in the same manner has direct purchasers. top

General browsers.  General browsers may be visiting your web site for the first time.  They can use the category hierarchy to browse to items of interest.  Once they drill down to the item level, products are displayed with thumbnail pictures.  When found, items can be clicked on to bring up more detailed information and a larger picture.  Appropriate quantities to the item can then added to the Web shopping basket.  When ready to checkout, clicking on the Check the menu item will bring the shopper to the Web shopping basket.  Clicking on Select Shipping will allow the new customer to create an account.  Once an account is created the shopper can proceed to complete the checkout. top

Functional Details

Customer

Tracks:

bulletCustomer name
bulletCompany name
bulletE-mail address
bulletLogin code and password
bulletBilling address
bulletMultiple shipping addresses (stored in the database and reusable by the customer)

In addition, WinSell Pro keeps a complete customer history top

Product

Displays:

bulletProduct number
bulletProduct description
bulletRetail price
bulletDiscounted price for predetermined customers
bulletExtended Web product description (user definable, any length)
bulletInventory status (either actual number on hand, user definable triggered text (e.g. if inventory quantity is greater than 100 then display "Guaranteed delivery", if inventory quantity is less than 100 then display "Order soon to avoid disappointment"), or inventory status can be turned off
bulletThumbnail pictures on search and drill down (if available)
bulletLarger pictures on product information page (if available)

WinSell Pro keeps a complete purchase history for all products by customer. top

Category and Subcategory

Displays:

bulletCategory and Subcategory name
bulletWeb text to describe category and subcategory
bulletPicture or graphic representative of the category (if available)
bulletSub Subcategory, Vendor and Manufacturer classifications are also available top

Pictures/Graphics

bulletPictures or graphics in two sizes can be associated with each item
bulletPictures are stored in separate folders for fast retrieval
bulletPictures are keyed to the product by item number and are automatically displayed top

Search

Search Parameters:

bulletFull or partial item number
bulletFull or partial item description (restricted by "all words", "any words", exact "phrase")
bulletAny character string in either the item number or item description (character string is prefaced by % - e.g. %dis will find items such as Maxell Diskettes, Compact Disc, etc.)
bulletSearches can be restricted by category
bulletSearches can be restricted by price range
bulletAll items in the database can be brought up by using the % in the search field
bulletAll items in a given category can be brought up by using the % in the search field along with the category restriction top

Orders and Quotes

The main focus of WinSell Web is to allow your customers to order goods and services from your business.  WinSell Web allows customers to select items from your database, pay for those items and direct where the items should be shipped.  It also allows for the payment of services. top

Elements of the Order

bulletItems or services being sold - selected from your database through the WinSell Web product pages.
bulletCustomer identification - customer information entered and maintained by the customer.  WinSell Web supports both returning customers and new customers.
bulletCustomer shipping destination - ship to information entered and maintained by the customer.  WinSell Web supports multiple shipping addresses for each customer if required.  Shipping addresses are saved in the database and can be used again by repeat customers.
bulletShipping charges - WinSell Web maintains a separate area for predefined shipping charges (e.g. Standard Shipping: $10, Overnight Shipping: $25, etc.).
bulletSales taxes - taxes are automatically added to the order if appropriate top

Order Payment

WinSell Web utilizes PC Charge's IP-Charge or Authorize. Net for secure online payment.  WinSell Web is seamlessly integrated with both systems.  When customers enter their credit card number, the system carries out the credit card authorization in real-time.  Customers are notified whether the payment has been accepted or not.

Alternatively, preauthorized customers (i.e. customers that you have authorized to give credit to) can put their order "On Account" with your business. top

Quote

The WinSell Web quote feature allows customers to select items and move the order to the payment stage.  At this point, they can save the quote, which will do several things:

The quote will let the customer know the amount of the potential order

The quote can be recalled and added to at a later time - in essence allowing the customer to build a "running order"

The quote can be converted into an order when the customer is ready to purchase

The Web Vendor can if desired, look at the quote and contact the customer with additional information. top

E-mail Notification

Once an order is completed and paid for, customers automatically receive notification by e-mail of the order details including billing and shipping addresses, items ordered, shipping charges, applicable taxes and order total. top

Order Fulfillment

WinSell Web orders are created directly in the WinSell Pro database.  There is no double entry or delay.  Once the customer submits his order, the order is filled through WinSell Pro following your normal fulfillment procedures.  WinSell Pro reporting, vendor ordering, back order handling, invoicing, etc. features are all available to the WinSell Web order. top

Conclusion

WinSell Web allows your customers and salespeople utilize the Internet to directly order and pay for goods and services from your business.  Some of the key benefits are as follows:

bullet24-hour/day, seven-day/week, worldwide access to your business.
bulletYour business can potentially be exposed to many more customers.
bulletThere are time savings, efficiencies and improved accuracy in allowing your customers to enter orders.
bulletThere is only one database to maintain since WinSell Web utilizes the WinSell Pro database (i.e. the same database that is used in the store).
bulletChanges you make to price, stock items, etc. are instantly available on the Web.
bulletCustomer orders are directly inputted into WinSell pro, allowing orders to quickly go to the fulfillment stage without any re-entry. top

© Copyright – David Zolkiewski – Calgary Software Factory Ltd. – 2002-2004