Startup Guide and Introduction

Guides on how to use CCNow

Getting Started and Basic Introduction to CCNow

1.1 Signup Process

Signup & Account Creation

To create your account, visit the signup page. Most of the information entered can be changed after the account is created. You will receive a password by email once the form has been completed. Use this password to login to your account for the first time to complete the account creation process.

First Login

The first time you login, you will be guided through several steps to enter default settings to your account. First you must agree to the CCNow Client Agreement and confirm any billing information if applicable. On the next page you will be asked to enter your shipping location, your tax information (if applicable), descriptor detail, and a default product category. Finally, you will be asked to enter your bank account information for payments. This can all be changed later under the [Admin/Company Info] tab of the CCNow Client Menu. After this page is complete you will have access to the rest of the CCNow Client Menu.

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1.2 Basic Account Settings

We suggest that you view and change several important settings to configure the account to your preferences. Later you can browse the interface for other settings and features. All settings have an explanation nearby. In this documentation, anything listed in [brackets] will be the referenced tab in the Client Menu.

  • [Admin/Payments] - Here you can select how you wish to be paid.
  • [Shopping Cart/Basic Options] - Please review Allow Alternate Billing Address and other settings.
  • [Shopping Cart/Shipping] - Enter some Basic Shipping pricing to start.
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1.3 Product Creation

To use the standard CCNow shopping cart, you will need to either create products manually, or upload a file containing product data. If you are only planning to send invoices (either for auctions or one-off orders), you can skip to section 1.4.

Select [Product Management/Add a Product] to begin. The page will walk you through the various options, but the required fields are Product ID, Product Name, Price, and Category (already pre-filled to your default selection).

To use the upload tool, select [Product Management/Bulk Load]. It may be useful to create one product manually, then download the file to get the template to easily create more products.

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1.4 Auctions and Invoices

You can send an order invoice from the initial Client Menu screen (reached by clicking the CCNow logo), or by selecting [Sales/Order Invoice], [Sales/Auction Invoice], or [Sales/Product Invoice]. Fill in the desired criteria and an email will be sent to the customer with a link to a custom shopping cart session for that invoice. On supported auction sites, we will “scrape” product data from the auction site specified so you do not have to enter in all product details. Product invoices are used to send a payment request to a customer using an existing product in your catalog.

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1.5 Adding buy links to your website

Once products have been created, CCNow generates easy to use links to paste into your website. These links can be obtained on Step 3 of [Product Management/Generate HTML]. All shopping cart links use the same basic structure of The code to display a form where a customer can choose quantity is also listed on the page.

All CCNow clients are required to display that CCNow is their online retailer, and some sample graphics are available in Step 1. Step 2 also contains a link to allow a customer to view their shopping cart.

For more information about using third party carts, please see the CCNow Developer documentation.

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1.6 Pending Orders

When you receive a pending order, you generally must ship it within 5 days otherwise you may risk a chargeback. Pre-order functionality is available for all products to extend this fulfillment time if needed. You will receive an email notification as well as all pending orders will be listed on your Account Home page. You can view pending orders at [Sales/Pending Orders]. From here, you can mark an order shipped, enter tracking information, cancel an order, or adjust the order amount if necessary. Once the order is marked shipped, CCNow will finalize the payment and add it to your account balance [Reporting/Account Statement]. Please be sure to login to your account at least once a week, because sometimes the pending order emails may be delivered to your Spam folder. Any order not shipped within 30 days will be automatically cancelled (except for pre-orders). We also offer several APIs to receive and update order statuses, as well as real-time automatic order fulfillment. Please see the CCNow Developer documentation and your account for more information.

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1.7 Order Inquiries

CCNow handles most billing customer service for orders. If we receive a question about a product or order, we will forward this request to you via the customer service email set in [Admin/Contact Info]. If a customer has an issue with an order after shipment, we may open an order inquiry on that order. We will inform you via email and through the Client Menu. With an order inquiry, a temporary hold on the affected product is placed until the issue is resolved. This gives the customer a greater sense of security when shopping online. If you have any open inquiries, please submit a response in the Client Menu by clicking [Sales/Inquiry Mgmt] within 3 business days or the customer may receive a refund.

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