Backup and Restore

Restores

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Backups

Under most circumstances the Website can be divided into two sections: Data and Graphic Layout/Structure.  Since the website is divided into these sections, there are also two ways your site is backed up.

1) Backup the data that is displayed on the site (i.e. The content in Webmanager)

You should be running a backup every night of your Macola database, thus you are essentially backing up the Birddog tables that contain your WebManager data.  This is because the information that you populate in WebManager is stored in tables under the same sql database where your Macola information is stored.

2) Backup the Graphic Layout/Structure of the site.(i.e. Master Pages, Themes, Content Layout)

BirdDog Software maintains clients websites in the the same source control repository that controls our own software. We are backing this information daily. However, if you are maintaining your own website, it is your responsibility (see documentation Look and Feel Maintenance Option).

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Credit Cards - FAQ's

Customer Entered Their Address Wrong and the Credit Card Charge Was Declined But Now Their Bank Shows Two Authorizations?

The issue is that that their are multiple parties involved with different requirements for the AVS (Address Verification Service). Here is typically what has happened:

1. We asked the payment gateway (such as Authorize.Net) for an authorization.
2. The payment gateway asked the customer's bank for an authorization.
3. The customer's bank authorized the transaction but told the payment gateway that the address didn't match (first authorization).
4. The payment gateway received the authorization with the note that the address didn't match.
   • Based on settings in their system, they declined the charge to us with the note that the address didn't match.
   • They request that the issuing bank void the authorization. This is typically where the problem occurs ... many banks ignore the void request.
5. We displayed the error to the customer that the address didn't match.
6. The customer fixed their address and resubmitted.
7. We asked the payment gateway for an authorization.
8. The payment gateway asked their bank for an authorization.
9. The customer's bank authorized the transaction without issue (second authorization).
10. The payment gateway received the authorization and forwarded it to us.
11. We processed the order.

Please note that this is just one example. There are a myriad of issues that the customer's bank can report back to the payment gateway as AVS (Address Verification Service) Response Codes while authorizing the transaction with the most common being zip code and mismatches. The stricter you have your settings on the payment gateway to decline for these kinds of AVS issues, the more likely multiple authorizations are going to happen.

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Capture Process Not Finding Order to Capture

You run the "Capture Selected Orders" process (Enterprise for Windows>Processes>Credit Cards>Capture Selected Orders) and the order you're trying to capture does not show on the report.  This indicates that the order did not meet certain requirements needed and therefore, was not sent to your credit card processor to capture.

Below are requirements necessary for capturing.

• Order is selected.  See Order Status Codes
• Order Type is O.
• Order has a credit card transaction OR the customer has saved credit cards
• Total Selected is > $0.00
• If Progression, then existing payment count = 0 (Progression only allows a single o/e cash payment against an order per g/l account)
• If ES, then Payment Amount < Total Selected
• Order terms code is marked as Credit Card.  See Credit Card Terms Code Setup

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Freight Calculation Logic when Capturing Credit Card

Logic for calculating freight when authorizing or capturing a credit card in Enterprise for Windows (Transactions>Credit Cards>Capture Credit Card or Transactions>Credit Cards>Authorize Credit Card):

• If you have the freight license then use the freight module to calculate an estimate (Freight label says "Freight Estimate")
• Else if the order has a freight amount use that value (Freight label says "Freight from Order")
• Otherwise use the order sub total multiplied times the freight pay code credit card percentage (Ent Win > Maintain > Freight > Pay Codes...) (Freight label says "Freight Estimate @ ...%")

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Coding for BDCreditCardTrxs.trx_type

Below is the coding used for BDCreditCardTrxs.trx_type:

0 - None

1 - Declined

2 - Authorize

3 - Captured

4 - Voided

5 - Verified

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Tokenization - How to Convert Old Saved CC #'s to Use Aliases

Implement Credit Card Aliases for Authorize.Net -
Customer Information Manager(CIM) has to be turned on inside Authorize.Net for this to function correctly. This can be done before starting the update since turning it on will not affect the older software. Basically, go turn it on now. You can view how to accomplish this by watching this video. If this is the first time you have used Authorize.net, nothing else needs to be done, but if you have taken orders using BirdDog before, then you will need to run the Credit Cards: Convert Encrypted Credit Cards To Profiles job after all software is running 9.8.5. This process can be started any time after the update is complete. If you test with a staging site against production data do not process any credit card transactions (including authorizations) against production data while production sites are running versions earlier than 9.8.5.  NOTE: If running a synced site, this process must be run on both the local and hosted side.

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G/L Account Setup for Merchant Accounts

The G/L Account for a credit card merchant account is assigned in the payment gateway setup area.  Currently, you need to do this using Enterprise for Windows.  There is an enhancement coming that will allow you to enter the account info using Dashboard (Enterprise) on the website.  However, until then:

Using Enterprise for Windows:

Go to Maintain>Credit Cards>Merchant Accounts

Double click on the Merchant Account you want to setup

Go to the Cash Account tab

Enter the G/L info

Click Save

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Getting 100's of Unauthorized Transactions at Authorize.net

1. Scan your computers for malware. It looks like a hacker got access to your email and/or your site's Dashboard. The best malware scan we found is this one:  http://download.cnet.com/Malwarebytes-Anti-Malware/.  Download a free version. Do a full scan and let it clean your computers.
2. Scan your website for suspicious files. If hackers got your FTP login and uploaded a backdoor, they will be able to get any information from your database without having to log in to the site’s control panel.
3. Change your email account passwords.
4. Change all administrator passwords for the site.
5. Login to your Authorize.net account. Change the login password there and generate a new API key.
6. Enter the new key (password) at Dashboard > System Management > Payment Gateways > Authorize.net.
7. Add your site IP address as the only allowed source of transactions in your Authorize.net account. This will stop any unauthorized transactions being posted from somewhere else even if a hacker gets your transaction key.  If we host your site, we can provide you with your site's IP address.  Click here to go to Authorize.net's help page for this.
8. Typically when this happens, the culprits are testing credit card numbers and the charges are for $1.  You can set up a minimum charge (i.e. $5) at Authorize.net. This would then refuse any charges that come in for $1.  NOTE: You can also set a maximum charge.

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Why is a CC Required when Terms Code is NET30

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Credit Cards - Where & How Saved CC's Are Stored

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Are Authorizations in Real-Time When Placing the Order?

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Are CreditCard Numbers Encrypted?

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Credit Cards - Order Number Not Showing On Web Order Authorizations

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Credit Cards - Authorizations for Back Orders

Credit Card companies do not allow you to Capture against a single Authorization more than once. 

In the scenario where you have an Order with a Back Order, when the original Invoice is captured it will 'Use Up' the original Authorization, even if it is for a lower amount. 

Credit Card Deluxe will remember the original Credit Card used. 

If you are using the Picking System, it will automatically reauthorize the Credit Card before Picking.

If you are not using the Picking System, when you go to capture, Credit Card Deluxe will attempt to capture the invoiced amount against the original Credit Card. 

In environments where you are concerned that your customer's Credit Card will not have sufficient Credit for the Back Order and you are not using the Picking System, you will need to manually Authorize the Back Ordered shipment before shipping.

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Credit Cards - How Secure is the CC Process for BirdDog?

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Credit Cards - Why do CC fields not display when a Customer chooses CC as the payment method?

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Credit Cards - An individual cannot place an order on my web site

You may get an email or phone call from a customer that states, they cannot place an order on the web site.

• The card was declined.
• AVS mismatch.
• Other specified rules that were set up at your Gateway were not met by the card holder.

Ask the customer if they saw any red messages near the credit card information.  Credit card messages are displayed at the Checkout page near the credit card information in bold red letters.

Ask the customer to try a different credit card. 

If that does not work, then have the customer send you a screenshot of the checkout page after the submit order button has been selected.

If the customer still cannot place an order and after you have reviewed the screen shot for Red messages, please send the screenshot and the username of the customer trying to place an order to Support@BirdDogSW.com for review.

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Customer - FAQ's

Next Customer Number - Where Does It Come From

The next customer number comes from different tables depending on if you're running Macola Progression or ES.

Progression

• You'll find the next customer number in the arctlfil_sql table

ES

• You'll find the next customer number in the bacosettings table
• The following query shows the next customer number for Macola ES.  (Add 1 to that number.)
• SELECT * FROM bacosettings WHERE settinggroup='general' and settingname='AccountCodeNextNumber'

NOTE: If Synergy is installed, Next Customer Number is coming from the bacosettings table in the Synergy database, not the Macola DB.

To determine if you're Synergy integrated, run this query:

• SELECT Value from bdsettings where name = 'IsSynergyEnabled'

If Value=1 you are Synergy integrated.

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Customer (Bill-to) Info Missing when User Logged in to Site

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Database Questions

Best Practices - Proper Care and Feeding of Your Database-mod

Once software is installed, BirdDog recommends that you set up these Jobs to keep your database lean and mean

Index Defrag Job - This job will cleanup index defragmentation increasing the speed of queries.

Purge Tables Job - You will find there are tables that can grow very large over time.  For example: logging, carts, page hits, master table audit, and trigger tables to name a few.  It is highly recommended to run the "Purge Tables" job on a regular basis.

Additional services included with your hosted website

Pingdom Monitoring - BirdDog uses Pingdom for web performance management. With Pingdom we monitor hosted sites uptime, performance, transactions, and more. Another benefit of monitoring is it keeps your site from "going to sleep" which greatly speeds up load times. If you are hosting your own website, consider a service like Pingdom to guard against embarrasing and costly downtimes.

App Log Monitoring - BirdDog monitors your hosted web site for level 1 and 2 errors to make sure the application is healthy 24/7.

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Database - I am moving or renaming my db; what do I need to know?

Only Renaming Database

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Pointing Your Web Site To A New Server/Database

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Record Locks - Appear to not be Working

• Open SQL Management Studio
• Open Databases | System Databases | Master | Programmability | Stored Procedures
• Right click on MacMSSLockEraser and click Modify
• Put the following comments under ALTER PROCEDURE....AS
• /* This Procedure removes Records Locks orphaned by Macola OR
     created by other programs. This is very bad...commenting it out.
  */
• Put -- in front of every line after that
• Click Execute

set ANSI_NULLS ON

set QUOTED_IDENTIFIER ON

go

ALTER PROCEDURE [dbo].[sp_MacMSSLockEraser]

    @dbname varchar(30),

    @cur_spid smallint = NULL

 AS

/* This Procedure removes Records Locks orphaned by Macola OR

   created by other programs. This is very bad...commenting it out.

*/

/* This Procedure will remove all orphaned records out of the

    the MacLocks table of the specified database. This will be executed

    each time a user launches a new app using the MacMSS.DLL

*/

--DECLARE @lspid varchar(11)

--SET @lspid = CAST(@cur_spid AS varchar(11))

--

--BEGIN

--        PRINT @dbname

--    EXEC("delete from " +  @dbname + "..MacLocks where SessionID not in

--         (select spid from master..sysprocesses where program_name = 'MacMSS')")

--    EXEC("delete from " + @dbname + "..MacLocks where SessionID =" + @lspid )

--END

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Simple Querys and Timeouts

Simple queries like this one should NEVER timeout...as a matter of fact, any query of the pattern:

SELECT TOP 1 * FROM {tablename} WHERE {Columnname with an index}={value}

should NEVER timeout. If they do that means something has gone horribly wrong...either the SQL server is overloaded or the indexes are heavily fragmented (or the indexes are heavily fragmented causing the SQL server to be overloaded). Rarely is the screen/process that throws this error the problem...it just happened to be unlucky enough to ask the SQL server a question when it was too busy to respond.

Also, note that every piece of the above query pattern is important:

• TOP 1 - Guarantees 1 record...without top 1 you don't know the number of records coming back...could be 1 or a million...very easy for a million-row query to timeout. Many queries the software executes WILL NOT have a TOP 1 because they are returning a list of some kind
• Columnname with an index - Important that the query uses a column that has an index. A SELECT TOP 1 query against a million-row table that is properly indexed and the index is defragmented will return in hundreds of milliseconds or less. The same query without the top 1 and without the index could take 10 minutes or more.

Use this procedure to review where the potential issue is.

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SQL Timeout SOP

99.99% of all SQL timeouts are due to indexes that need to be maintained (defragged/statistics rebuilt) or growth tables that need to be purged.

Here are some things to check:

Check the DB for Fragmentation

• How do I tell the fragmention levels of my tables?
• How do I setup a Index Defrag?

Are tables growing too large?

• Use the Purge Tables Job.

If every table in the query that is timing out has less than 10% index fragmentation then there may be an issue with the query. Please open a support ticket with the log entry that has the timeout.

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Table '{Table Name}' does not have the identity property. Cannot perform SET operation.

You receive an error similar to this:

System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> 8106 Table 'IMMATCST_SQL' does not have the identity property. Cannot perform SET operation. ---> Table 'IMMATCST_SQL' does not have the identity property. Cannot perform SET operation. at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at BirdDogSoftware.FrameWork.Sync.TableToSync2_3.DataToWebsite(DataSet data) in C:\build\BirdDogFrameworkLayer\BirdDogSoftware.FrameWork\Sync\TableToSync2_3Local.vb:line 397 at BirdDogSoftware.FrameWork.Sync.TableToSync2_3.UploadRecordsMarkedToUpload(String TargetID) in C:\build\BirdDogFrameworkLayer\BirdDogSoftware.FrameWork\Sync\TableToSync2_3Local.vb:line 480 at BirdDogSoftware.FrameWork.Sync.SyncTriggeredTables2_3.BeginSync() in C:\build\BirdDogFrameworkLayer\BirdDogSoftware.FrameWork\Sync\SyncTriggeredTables2_3.vb:line 119

The issue is that BirdDog Software utilizes Microsoft ADO.Net for query generation which requires that the table have an identity column set. All tables should already have this set. If you are receiving this error then something has modified the table schmea incorrectly. Typically, this is fairly easy to correct:

1. Open Microsoft SQL Server Management Studio
   
2. Go to {Your Database}>Tables and right click>Design on the appropriate table
   
3. Select the identity column (you may need to compare with a properly functioning database to determine the correct column, but it is typically named ID or A4GLIdentity)
   
4. Go to Column Properties>Identity Specification>Is Identity and set it to Yes
   
5. Save the table
   

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Tables Growing Too Large - Purge Tables Job

You will find there are tables that can grow very large over time.  For example: logging, carts, page hits, master table audits, and trigger tables to name a few.  It is highly recommended to run the "Purge Tables" job on a regular basis.  Here's how to set it up.  (NOTE: You must be licensed for and running "Job Master" for this function to work.)

1. Go to Dashboard > System Management > Automation > Jobs
2. Click the "Add" icon
3. Select Job Type, "Purge Tables"
4. Click the "Add" icon
5. Enter a description in the "Description" text box
6. Select max hours you want it to run (NOTE: This is labor intensive on your DB.  Do not let it run during daytime business hours.)
7. Go to "Service Data" tab
8. Here you'll select the number of days you want to keep for each table (see below for example)
9. Click on "Edit Job Schedule" icon
10. Select how often you want the job to run (see note below)
11. Click Save for the schedule
12. Click Save for the job

NOTE: When & how often should you run the job?  This job is very labor intensive on the DB and can slow things down.  Therefore, it is highly recommended that it be run at night during off peak hours.  If your DB has grown quite large and you're just starting to run this job, it's recommended you run it nightly for a few hours until it gets caught up.  This may take a couple of weeks.  After that, you can usually set it to run once a week.

Examples of typical time frames we set the number of days to save to.  However, you can set these to whatever you feel works best for you.

Item Master Audit: 365
Item Location Audit: 365
Order Header Audit: 365
Order Line Audit: 365
Page Hit Tracking: 365
Application Logging: 30
Shopping Carts: 180 (NOTE: Customer Saved Carts are NOT deleted by the Purge Tables job)
Trigger Audit Tables: 180
Backup Tables: 365

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Dropship

Create PO from Order - Macola Setup

Perform the following steps in Macola to setup auto creating a purchase order for an order with a dropship item.

This is for ES.

Turn on Purchase Order Creation

• System>Package Settings>Distribution>Order Entry Setup
  • Create Purchase Orders: R=Released

Create Location

• System>Distribution>Inventory Management>Inventory Locations
  • Create a location for the dropship item

Create Ship-To Code

• System>Distribution>Purchase order>Ship-to Codes
  • Create a Ship-to code for the location created in the previous step
  • Drop Ship Code: Checked

 Assign Default Ship-to Code (Optional)

• System>Package Settings>Distribution>Purchase Order Setup
  • Ship-To Code: Set to Ship-to code to code from previous step

Assign Item Location

• BOM & IM>Items>Maintenance
  • Assign the dropship location as the "Primary" location for the item
  • Go to "Purchasing" tab
    • Create PO from O/E: "Y=User Interface Required"

Placing Order

• After adding item to order, change the location to the dropship location
• Click Save
• "Create Purchase Order" window appears
• Verify info
• Click OK
• You can see the PO# by going to the order in Enterprise (Customer Service>Order Search)
  • It's in the "Ord Rep No" column for that line item

Below is the Macola help doc for this:

Revision Date: 06/24/2013

Module: OE/PO

Version: ES 9.5.XXX

Description: How can we create drop shipments for our OE to PO items?

Solution: The OE to PO Integration allows you to create regular purchase orders or drop ship type purchase orders. Regular purchase orders ship to you but, a drop ship type purchase order ships directly to your customer. The drop ship purchase orders created from O/E will ship directly to the customer on the original O/E order.

To create drop ship purchase orders from O/E, you need to perform specific set up steps. The Create PO from O/E field in the Item Master record controls how and if you can create a purchase order from an O/E order for each item. This field must be set to User Interface Required (Y) for any item (BOM & IM> Items> Maintenance> Purchasing), you want to push Drop Ship purchase orders from O/E.

Next, you will have to define a Ship-To Code in Ship-to Codes Maintenance (System> Distribution> Purchase order> Ship-to codes), to use for drop shipments for any location for which you will create Drop Ship purchase orders. Activate the Drop Ship check box in the Ship-To Codes Maintenance application for each of these codes.

If there is no drop ship ship-to code defined then you can create a new code on the fly. When the User Interface screen opens you can click the search on the Ship-To code field and if the code does not exist already click New. This will open the Ship-to Code Maintenance and a new code can be added.

After setting up your items and Ship-To Codes, you can create Drop Ship purchase orders from O/E. When you enter the customer order, Macola ES will display the Create Purchase Orders - Vendor Info screen, where you can edit Vendor, Ship-To, and Quantity information for the purchase order before it is created. For a Drop Ship purchase order, you will enter a Ship-To Code marked as Drop Ship in Ship-To Codes Maintenance.

Finally, you will print the Drop Ship purchase order using the Print Purchase Orders application instead of printing the order from P/O Entry. The Print Purchase Order application allows you to specify Form 15 for an individual order. If you print the order from P/O Entry, the order will print with Ship-To Code address as the ship to and the order will not drop ship to your O/E customer. Form 15 is identical to the stock purchase order form, except that the customer's address from the O/E Header prints as the shipping address on the purchase order.

After printing, Drop Ship type purchase orders pushed from O/E behave as any Drop Ship purchase order created directly from Purchase Order Entry.

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Email - FAQ's

SMTP Server Setup

There are 2 places where you set this up. One is for emails the site sends (like order confirmations).  The other is for emails the system sends out (like when you invoice in Enterprise for Windows).  In each case there's a test button next to the "SMTP Server" text box.  It will test the current settings that are entered (that way you can test before saving the settings).  I usually just send a test email to myself.  It will say "Success" or give you the error.

For the site emails:
Go to System Management>Site Settings
Click edit for the site you wish to set
Go to the "Email" tab
Enter the SMTP info
Run the test
If OK, Save
Click the Reload Site Settings icon

For the system:
Go to System Management>Global Settings
Go to the Email tab
Enter the SMTP info
Run the test
If OK, Save

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Emails Fail to Send Using Office365 SMTP Server

You're using the SMTP server settings you got with Office 365 and you get an error (like the following) when you try to send an email from Enterprise for Windows or your Birddog website.

Request: MAIL FROM: SIZE=114 RET=HDRS RCPT TO: ORCPT=Rfc822;Support@Birddogsw.Com DATA Response: 530 5.7.57 SMTP; Client Was Not Authenticated To Send Anonymous Mail During MAIL FROM [MWHPR22CA0056.Namprd22.Prod.Outlook.Com]

The problem is you're most likely using SMTP server "smtp.office365.com".  That server can't be used for "direct send" emails.  You need to use the server setting that contains "mail.protection.outlook.com".  See the following Microsoft help doc: https://answers.microsoft.com/en-us/msoffice/forum/msoffice_outlook-mso_winother-mso_o365b/client-was-not-authenticated-to-send-anonymous/d405bcb0-f40c-42fa-b1b2-477597100123?auth=1

Do an MX Lookup for your email domain (use link below) and use the setting that includes "mail.protection.outlook.com".

https://www.dnsqueries.com/en/mx-lookup.php

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Where Are Email Addresses Pulled From

• Ecommerce order
  • Entered By
  • Any additional emails entered
• Customer Service Order Acknowledgement
  • Whatever email address you enter when you click the email button
  • Also, Customer Service has the ability to "turn off" emails, if this is done then Shipping Notifications and Invoices will not be emailed
• Shipping Notification
  • Ecommerce
    • Entered By
  • Customer Service
  • Ordered By
  • If Macola Order or neither of the previous assigned an email address, and the order has a Ship To Address
  • Ship To Email
  • If still no email
    • Customer Email
• Invoice
  • Ecommerce
    • Entered By
  • Customer Service
  • Ordered By
  • If Macola Order or neither of the previous assigned an email address
  • Customer Email
  • If still no email
    • Customer's AP Email
  • In addition, if an email was assigned before the Customer's AP Email then the AP Email will be CCd
• Lost Password
  • Whatever you enter assuming it is a valid email address in the system
• Purchase Order
  • Whatever email address you enter when you click the email button
• Order Campaign
  • Selected User's email address

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Error Saving Email Template - Can't Insert Value NULL

Cannot insert the value NULL into column 'To', table 'BDEmailTemplates'; column does not allow nulls. INSERT fails.
The statement has been terminated.

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Order Confirmation, Password Recovery, etc. Emails Not Displaying Correctly

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Freight FAQ's

Freight Calculation Logic when Capturing Credit Card

Logic for calculating freight when authorizing or capturing a credit card in Enterprise for Windows (Transactions>Credit Cards>Capture Credit Card or Transactions>Credit Cards>Authorize Credit Card):  click here

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Residential Flag Conversion

We changed where the "Residential" flags are stored in the database.  If you're running a newer version and the system is not rating freight correctly because of Residential / Commercial issues, you'll need to run the queries below to move the Residential flags from the old tables to the new tables.

THE FOLLOWING IS FOR MACOLA ES ONLY.  DO NOT RUN ON PROGRESSION DATABASES.

BEFORE RUNNING THESE UPDATE QUERIES, BACKUP THE BDCUSTOMERSUPPORT & BDSHIPTOSUPPORT TABLES.

-------------------------

CUSTOMER DEFAULT SHIP-TO ADDRESSES:

This query does the update:

update bdcustomersupport
set bdcustomersupport.residential = cicmpy.yesnofield5
from bdcustomersupport (nolock)
inner join cicmpy (nolock) on bdcustomersupport.cus_no = cicmpy.debcode

---------------------------

Use this query to view the results (you can run it before the conversion to see the before & after):

select cs.cus_no, cs.residential, c.yesnofield5 from bdcustomersupport cs (nolock)
inner join cicmpy c (nolock) on cs.cus_no = c.debcode

SAVED SHIP-TO ADDRESSES:

This query does the update:

update bdshiptosupport
set bdshiptosupport.residential = a.yesnofield5
from cicmpy c (nolock)
join addresses a (nolock) on a.account = c.cmp_wwn and a.type = 'DEL'
join bdshiptosupport s (nolock) on s.cus_no = c.debcode and s.ShipTo_No=a.AddressCode
where c.debcode is not null

---------------------------

Use this query to view the results (you can run it before the conversion to see the before & after):

select c.debcode, s.cus_no, a.AddressCode, a.yesnofield5, s.residential
from cicmpy c (nolock)
join addresses a (nolock) on a.account = c.cmp_wwn and a.type = 'DEL'
join bdshiptosupport s (nolock) on s.cus_no = c.debcode and s.ShipTo_No=a.AddressCode
where c.debcode is not null
order by c.debcode

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Free Freight on Item Not Calculating Correctly

   You have an item that is marked for free freight (Item Edit>Logistics tab).  However, when you add that item to a cart that has other items, the total freight price drops.  Since the item you added has free freight, you expected the freight price to stay the same. 

    What actually happens is the percentage of the free item's freight weight of the total weight is removed from the total freight price.

The following example used actual UPS ratings and includes a 1 lb. package weight added to the total weight.

Example:

item1 = 2 lbs.
item2 = 1 lb.  and has free freight
Add item1 to cart.  Freight = $16.07
Add item2 to cart.  Freight changes to $12.74

The total weight for the order = 4 lbs.  (includes 1 lb. package weight)
If item2 was not free freight, the total freight price would be 16.98.

Item2 is 1/4 of the total package weight and therefore 1/4 of the freight price is free.
1/4 off of $16.98 = $12.74

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Do Items with No Weight or Dimensions Rate Freight

If you have an item that does not have a weight or dimensions assigned, will it rate freight?

The determining factor here is if you have a packaging weight assigned to the ship via code.  Typically, the answer to this would be yes.  However, it is something that must be set up in Enterprise for Windows.  To setup, do these steps:

• Using Enterprise for Windows
• Go to Maintain>Freight>Shipping Methods
• Double click on the Ship Via code you want to edit
• Go to the "Pricing" tab
• There you should see a weight range for shipping (i.e. "=>0 to <= 150")
• Notice the "Packaging Weight" entry
• This is typically set to "1" (this is 1 lb. of packaging materials)
• Double click on that line if you want to edit this amount

If the item has no weight or dimensions, the package will still rate for the 1 lb. of packaging material.  If this is set to "0" and the only items on the order have no weight or dimensions, then the freight will not rate.  You will see an error for that ship via code when you click the "Rate Freight" button.

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Freight Quote Checklist

Invariably the freight quote doesn't match what you expected or the quote you are receiving from the shipper's website because you are comparing apples to oranges.

To verify a freight quote, use the shipper’s website, taking all of the following details into consideration.

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Best Way Shipping

Best Way System

The Current System:
Typically, distribution companies choose either FedEx or UPS to be their shipper, and they use them exclusively. They get a contract with “great” rates from that shipper. On their website, they will ask their shoppers, “Do you want this UPS Ground? UPS 3 Day? or UPS 2 Day?"

The choices available to the shoppers are not who will deliver the order, but when will it arrive?

These distributors all have negotiated the “best rates” with a shipper. However, usually hidden fees are behind every zip code. Is it rated residential? Add on a charge. Who has the better rates to CA? FedEx or UPS? Who has the better rates to TX? Are you really getting the best rate to every zip code? Are you getting the best rate to every address in every zip code? The answer is probably not. You are paying too much for shipping if you are using this method.

Imagine the shipping company salesperson bringing you a contract. You take the contract and begin to sign it, knowing if their prices are too high, they will not win the package, and the competition will get your business.  Then, the salesperson snatching that contract from you, going back to the office to redo it, and bringing you yet a better rate. This scenario is a reality with the Best Way System!

The Best Way System:

What if you could get all the shippers to compete with one another to give you the absolute cheapest rate regardless of the zip code or address in which it is sent?

You can! BirdDog Software has created Best Way.

The whole freight rating logic is available in our Freight Module. Whenever you buy our freight module and you already have an API code for the shippers, Best Way chooses the best way to ship.

When our customers purchase our freight module, our software rates all of the shippers. For example, when you have an account with FedEx, FedEx will give you the credentials you need to put in our software for us to be able to talk to FedEx on your behalf. The same is true for UPS or USPS.

For instance, a shopper goes to the website of one of our Best Way clients. That shopper places a number of items in the shopping cart and fills out the ship to form. Our software goes to work deciding which shipper will provide the cheapest rates to that address for that order.

The cheapest rate appears. The shopper agrees to place the order. The API is picked. The customer pays the rate quoted.

You win the sale in part because the shipping costs are affordable.

After you have already setup valid accounts for UPS and FedEx, follow the steps below.

In order to set this up in your Freight Module, follow these steps:

1. Set up a Best Way account.
   1. System Management | Freight Account | Add New Freight Account
   2. Choose Best Way from the drop-down menu.
   3. Enter Best Way in the description field.
   4. The User name, password, and API password can be "BW."
   5. When using the Best Way rating method, it is important there is only one ship via code per shipper/shipping method combination. So, there should only be one Best Way Ground, for example.
2. Set up Best Way Ship Vias in Site Settings
   1. System Management | Site Settings | Your Site | Ecommerce | Ship Via Code
   2. Input the Best Way options here so Ecommerce customers will only see the Best Way for shipping Method.

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Freight Quoted for Order Differs from Shipping Interface

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UPS Testing

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Multi-boxed Items Not Calculating Freight Correctly

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Display a Message in the Shipping Method Box on the Checkout Page

1. Log in to your site with a user that has page editing permissions.
2. Go to site name/Categories.aspx?Id=Shipping_Method_Instructions
3. Click the "Edit Page" menu item at the top left of page
4. Enter the message in the Long Description text box
5. In the "Roles" tab, make sure Default & Anon > View is checked
6. Save

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Package Weight Restrictions Setup

1. Go to Enterprise for Windows > Maintain > Freight > Shipping Methods
2. Double click on shipping method you want to change
3. Go to "Packaging" tab

 The Packaging tab has the following options:

• Package Weight Bias - The maximum weight package you want the system to normally create.  This is typically between 30 and 50 pounds.
• Package Weight Too Small - Packages of this size or smaller will be merged into other packages.
• Maximum Package Weight - Maximum weight a package can be allowed to ship through this Shipping Method.
• Flat Rate Add per Shipment - Charge to add to the shipment

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How To - Ship Kit Items Separately

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Free Freight for Order

1. Click the Add Order Rule icon 
2. Description = name of this offer
3. Enter Start & End dates
4. Eval Method = Cart Changes
5. Triggers = click Add
1. Trigger = "Item"
2. Criteria = name of coupon (item number from above)
3. Save
6. Results = click Add
1. Result = "Free Freight On Order"
2. Criteria = blank
3. Save
7. Save

1. Trigger = Ship to Country
2. Criteria = US

1. Trigger = Ship to State
2. Criteria = AK,HI,PR
3. Inverted box = checked (With the inverted box checked, if one of these states is selected then the trigger will return false and the coupon will NOT be applied.)

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Free Freight for Item Using a Specific Ship Via

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How to - Display Ship Via Long Descriptions on Orders

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Don't Calculate Freight for Orders That Must Go By Truck

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Freight Charges Different For Same Address

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Customer Pickup Order Shows "Outside of Freight Services" Error

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Freight - How Do I Setup & Use a Regional LTL Carrier?

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Images - FAQ's

How do I protect images on my site

Images displayed from your web site originate from a public server.  Note there is no way to protect your images from being copied by others and uploaded to their web site;  if they can view it, they can copy it. 

The top 3 ways to protect the images that your company has spent a large amount of time and assets on from plagiarism are as follows:

The copyright solution. 

One solution is to include copyright information right on the graphic, a watermark.  While a really industrious graphics thief might be able to alter the copyright text, chances are they won't want to go to that trouble. Thieves are rarely industrious. If they were, they'd make their own clipart.

The javascript solution.

This really should not be considered a solution.  Especially to anyone who wants the pictures.  You can disable the right click function of a mouse with a simple Javascript. Disabling right clicking can be annoying to legitimate surfers. What if they want to copy your contact information? They won't be able to. Unless . . . they disable Javascript in their browser. Poof! Right clicking returned.

The software solution.

How serious are you about protecting your images? If you're really serious, you will probably have to part with some money. Digimarc, for instance, sells ImageBridge Pro, which allows you to embed identifiers into your digital images, enabling the viewer of the image to be sent directly to image-specific information on the content owner's Website. While this won't necessarily prevent surfers from stealing your graphics, it lets them know you're serious about protecting them. They might move on to an easier mark.

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Images - Alignment

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Using Multiple Images on ItemForm

• Go to the Item in question.
• After editing it, click on the Image tab.
• In the Small Image field, browse to and select the original file image. DO NOT RESIZE. The system does that for you automatically.
• Now click to the Files tab
• Click Add.
  • Browse to the next picture you want to appear in the image column. As before, do not resize the image. Use the regular sized version.
  • Populate the Alternate Text and Title as you desire. There are tool-tips explaining these.
  • In the Group dropdown, select Image List.
  • Save.
• Repeat for the other images you want to see in the image column.
• Save.

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Website Recommendations

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Importing to Database - FAQ's

Can't Import Special Characters

If your import is not importing special characters correctly (like the Trademark symbol), the import CSV file must be saved in UTF-8 format.

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Jobs - FAQ's

Export Query Result(Email)

1. Go to System Management | Automation | Jobs
2. Click "Add Job" icon
3. In "Job Type" DDL (drop down list), select "Export Query Result(Email)"
4. Click "Add"
5. In the "Main" tab
   1. Description - Give your procedure a name
   2. Query - Select the query you created from the DDL
   3. Subject - Enter the subject line of your email
   4. From - Enter email "From" address (blank uses default email set in Site Settings)
6. Go to Roles, Groups, or Users tab and select who all you want the email to go to
7. Click on "Edit Job Schedule" icon
   1. Select Frequency and Time schedule
   2. Click Save
8. Click Save

The job should now be listed in the Jobs listing.

To see how to make it so you only get one email per unique item, click here.

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Mass Create Item / Locations

• For it to create anything, the Item / Location for the item range and the Location to copy "from" must exist
• Location to Copy "to" must exist in the Location file
• Item / Location "to" must not exist for the Item being copied
• UserID to Notify must be a valid User (this is the UserID guid, not the LoginID, see the BDUsers table)
• You must have the Inventory Console license

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New Job DDL is Empty

1. Run the Crystal Reports Runtime msi on the server.  Tech Support can supply this.
2. Make sure the JM version is up to date.

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Print Pick Ticket Job Fails

If the Print Pick Ticket job fails to run, you can try adding the following to the startup section in the BirdDogSoftware.JobMaster.exe.config file:

^startup useLegacyV2RuntimeActivationPolicy="true">

    ^supportedRuntime version="v4.0" sku=".NETFramework,Version=v4.5.1" />
    ^requiredRuntime version="v4.0.20506" />

NOTE: Change ^ to < when adding to config file.  This was done so the text would display (instead of being read as html code).

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Macola - FAQ's

Error Logging In - Progression

This is for Macola Progression only.

All of a sudden you are unable to log in multiple users to Macola.  You might get a message stating you have exceeded the max number of users or you might get an error message like this:

The C:\macsql\PROSQL7.CFG is either missing or does not contain the necessary information. 
Please make the necessary changes and restart Progression Workflow Explorer.

Have users exit Macola and delete all files from the macsql\users directory.

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Menu Items Disappeared

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Synergy / EM10 FAQ's

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Updating Macola with a Synchronized Site

1. Turn Sync Triggers Off. Using the Enterprise for Windows software, navigate to Maintain | Sync | De-Activate Sync Triggers. Follow the steps that come up. The system may prompt you to restart Enterprise for Windows.
2. Update Macola. Follow whatever procedure you are provided to complete your update. It is essential that you do not update until the above-mentioned triggers are deactived.
3. Turn Sync Triggers On. Using the Enterprise for Windows software, navigate to Maintain | Sync | Activate Sync Triggers. Follow the steps that come up. The system may prompt you to restart Enterprise for Windows. Triggers must be turned back on before any data updates occur to keep the remote site in sync.

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Orders - FAQ's

Save Order/Invoice in PDF Format

1. Go to Dashboard | Customer Service | Order Search
2. Search for and select order/invoice #
3. Click on "Printer" icon (upper right corner)
4. Order/Invoice will appear
5. Right click on order/invoice
6. Select "Print"
7. If "Destination" is not set as "Save as PDF"
   1. Click on "Change" under "Destination"
   2. Select "Save as PDF"
8. Click "Save"
9. Select destination folder
10. Enter file name
11. Click "Save"

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Order Won't Post - Selection Code Not "X"

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Open Order Analysis Not Displaying All Orders

1. This is a line detail report. If the orders don't have any lines, they want show up.
2. It supports permissions.  Therefore, you have to have View permission to the order's customer to see the order.

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Why Are My Orders Coming In "On Hold"

1. Go to System Management | Site Settings
2. Select the site you want to edit
3. Go to the Order Settings tab
4. Check the "Process Order Rules Synchronously" check box
5. Save
6. Click the "Reload Site Settings" icon

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Process On Hold Orders - Job

1. Go to System Management | Jobs
2. Click the "Add Job" icon
3. For Job Type, select "Process On Hold Orders"
4. Click the "Add" icon
5. Enter a name for your job in the Description
6. Click "Edit Job Schedule" icon
7. Frequency = "Every X Minutes"
8. Minutes = Most customers set this to "1"
9. Save
10. Save

NOTE: You must be licensed for Job Master and have it running for this process to function.  Please contact your Account Manager if you need more info about Job Master.

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Process Awaiting Carts - Job

1. Go to System Management | Site Settings
2. Click on the site you want to apply this to
3. Go to "Order Settings" tab
4. Check the "Use Job Master to Process Orders" box
5. Save
6. Click the "Reload Site Settings" icon
7. Go to System Management | Jobs
8. Click the "Add Job" icon
9. For Job Type, select "Process Awaiting Carts"
10. Click the "Add" icon
11. Enter a name for your job in the Description
12. Enter an email address in case of an error in the "Service Data" text box
13. Click "Edit Job Schedule" icon
14. Frequency = "Every X Minutes"
15. Minutes = Most customers set this to "1"
16. Save
17. Save

This will now process any carts that are waiting to be converted into orders.

NOTE: You must be licensed for Job Master and have it running for this process to function.  Please contact our Professional Services department if you need more info about Job Master.

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Order Status & Selection Codes

There are 2 primary codes that are used to track orders thorugh the system.  The "Status" code tracks the overall status of an order as it goes through the system.  The "Selection" code monitors the status of the order as it travels through the billing process.

Order Status Codes:

C - Credit Hold
1 - Booked
2 - Back Order
3 - Released Back Order
4 - Pick Ticket Printed
5 - Confirmed Picked
6 - Packing Slip Printed
7 - Confirmed Shipped
8 - Selected for Billing
9 - Invoice Printed
L - Closed
P - Posted

Order Selection Codes:

C - Order Complete. Order has been entered properly or has been unselected for billing.
I - Order Incomplete. Order is being edited or was not saved completely.
N - Order Not Okay. Problem during order entry.
S - Order Selected.  Order Selected for billing.
X - Order Invoiced.  Invoice has been printed.
Z - Order Posted. Order has been posted.

Typical Process an Order Goes Through

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Order Won't Post - Out of Balance

This is for when the pre-post report says the order is out of balance.

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Order Won't Pick

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Duplicate Orders - How-to Handle Customer Inquiries to Avoid for Synced Sites

1. Web orders will normally download within 60 minutes, but can sometimes take longer before they're available in the local system. If the customer just placed it and they are calling to check on the status, it would not be unusual for the order to appear missing due to this needed time period for synchronization. You just need to wait a bit longer.  Explain to the customer that there is a time delay for the order to make it's way to your system. Check with the customer to make sure they got an Order Confirmation email (NOT an invoice) sent to the email account they used to log-in to the site. (Some do not read the check-out page that tells them to look for it.)  If possible, log-in to the live (hosted) site and see if the order is there in Customer Service.  If it's there but not on the local site, then you'll now it hasn't synced yet.
2. If the web order was placed more than a few hours earlier and still can't be located, then ask the customer to either forward their Order Confirmation to you or check your local email account that receives the Order Confirmations and see if it has been received. If you have a confirmation but no order, immediately forward it to the employee designated to handle these types of situations so that a high priority can be placed on it and it can get tracked down. Make sure the "designated employee" is aware of the situation as to prevent delays and irritated customers. 
   
3. Make sure to get the customer’s email address. Email addresses are unique and are a great way to ID a customer. This is especially important for our customers who have added web sales to an existing Macola system. What can happen is that the customer creates a new account for themselves on the web because you never had their email or you did not send them a web store account email after you did get their email. Now they have a new web-based account AND the one that has been in Macola. So, when a CSR goes to look for the order, it can be easy to miss.
4. Bottom line – don’t make a replacement order for a web customer until you give your "designated employee" a chance to check it out first. They should check for the order on the live (hosted) site and get the info back to the appropriate CSR ASAP. If deemed necessary, they should contact Technical Support to help troubleshoot the issue to see what the slow-down was so adjustments can be made to prevent them in the future.

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Order Types - on Web Site

Order is placed on the web site. It is classified as received. Order is downloaded and converted from quote to an order. The order would now be classified as Accepted and should display that way after a upload changed. After order is posted it moves to the invoice history. 

Q type = Received  O type = Accepted   I type = Invoice History

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volgnr5 error message when Posting

I am running the posting routine in Enterprise and I get the message, ‘The following error occurred: volgnr5 too long (Max length=5), value: 100000’

This message is caused by a limitation in the Exact Software table structure. The maximum amount of entries allowed in the AMUTACK table is 99,999.

To remedy this issue, in ES go to the System Tab and then under Company open Package Settings.

Under Financial select Source Journal setup.

On the right side you will see Order Entry and here is listed the Order Entry Sales Journal.

Click the search button and here select New.

Create the new Journal and make sure it is assigned in the Source Journal setup screen when you save and exit Package Settings.

If you are posting more than 99,999 transactions then you may need to create several new Order Entry Sales Journals.

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Password - FAQ's

Add a Note to Password Section of New User Form

1. Go to Dashboard > Website Management > Web Manager
2. Highlight: Site > Support Pages > UserForm.aspx
3. Click Add icon (Add new page below the selected page)
4. In Short Description, enter name of page (i.e User Form Password Tips)
5. Add your text to be displayed in the Long Description
6. Go to "Page Information" tab
7. Enter "UserForm_PasswordTips" in the "Code" box
8. Go to "Roles" tab
9. Make sure Anonymous & Default roles are checked for "View"
10. Save

Now, go to the Login page for your site and click "Create Account". Your message should be in the Password section.

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How To Change a Password

• Password (& Confirm Password) - Use this if you want to manually enter a password for a user.  Enter a password then click either the "Save" icon or "Email New User" or "Email Password" and the new password will be saved.
• Email New User - Clicking this will send the "New User" email with the user and password info.  If you have entered a new password (see step above) or have clicked "Randomize Password", the new password will be emailed.  NOTE: You must be logged in with a legal email user name for the email to be sent (i.e. you can't be logged in as "admin", that's not an email address ).
• Email Password - Clicking this will email the user their password.  If you have entered a new password (see 2 steps above) or have clicked "Randomize Password", the new password will be emailed.  NOTE: You must be logged in with a legal email user name for the email to be sent (i.e. you can't be logged in as "admin", that's not an email address ).
• Randomize Password - Clicking this will reset the user's password to a randomly generated password.  You must then click "Email Password" or "Email New User" so the user is emailed the new password.
• Clear Password - This will save the Contact and reset the password to blank so the system will treat the contact as a new user during the account creation process.

• Require Password Change - If you check this and Save, the user will be required to change their password the next time they log in.  After they do this, the check box will clear itself.
• Password (& Confirm Password) - Use this if you want to manually enter a password for a user.  Enter a password then click either the "Save" icon or "Email Password" and the new password will be saved.
• Email Password - Clicking this will email the user their password.  If you have entered a new password (see step above) or have clicked "Reset Password", the new password will be emailed.  NOTE: You must be logged in with a legal email user name for the email to be sent (i.e. you can't be logged in as "admin", that's not an email address ).
• Reset Password - Clicking this will reset the user's password to a randomly generated password.  You must then click "Email Password" so the user is emailed the new password.

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Password Hashing Conversion - 9.8.3 and beyond only

1. Go to Dashboard > System Management > Global Settings
2. On the main tab, you should observe Enable hashing user passwords button. Click on it. You will see a pop-up that wishes you to verify whether you want to run this since this process is irreversible.
3. Clicking on this button will creates a new job called "Purge Unsecure User Data"; this job is set to run Daily but has not been (initially) assigned a time to run.
4. Navigate to the Job (System Management > Automation > Jobs) and edit "Purge Unsecure Data."
5. Set the Service Data Definition - this is how long you want this job to run at its max and it defaults to 8 hours. In all likelihood, the job will not run this long.
6. Edit the Job Schedule and set when you want the job to run. Just to safe, it is advised to start this late in the day, especially if you have set the job to run for 8 hours or more.
7. Save.
8. After the job has run, not only have all existing passwords been hashed, but new customers will automatically use this format.

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PCI Compliance Issues

Below are some PCI compliance issues that have come up.

Cross Scripting could be present. 
Cross site scripting is prevented on all pages through a ViewState form tag. It is regenerated on each request. There is no way for an attacker to exploit it.

Password field needs to have autocomplete=”false” attribute added.
autocomplete="off" provides no actual security fixes.  Most browsers and password managers ignore it. 

Login page must be forced https.
Go to Site Settings | SSL tab for site.
Make sure "Redirect To SSL" box is checked.
Save.  Reload Site Settings.

Production Orders (Work Orders)

Work Order Status Codes

C - Complete

D - Disassembly

I - In process, partial production

P - Released & Printed Order

R - Released

U - Unreleased

X - Something went wrong, unrelease then release again

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Queries

Orders on Back Order

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Roles / Permissions - FAQ's

Customer Roles

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View Details - How to Turn On in DB

Starting in v9.5, we added a new Permission category to the Roles called "View Details".  Basically, what this did is give you the ability to turn pricing on & off.  This comes in handy if you want to do something like hide prices from anonymous users so only users logged in can see prices.  If you were running an earlier version of Birddog (<= 9.1) then your DB didn't have this permission in it.  Since it got added when you upgraded, you now have to set that permission.  There's 2 steps that need to be performed.  1. Add the Permission setting to your default Item/Web Categories Roles.  2. Update the Permission settings in your DB for the current Roles.

Set the Default Settings

This will set the default Permissions for any new Items or Web Categories.

• Go to Enterprise Dashboard>System Management>System>Roles
• Click the Edit icon for the Role you want to edit
• Go to the "Default Permissions" tab
• Go to the "Items and Categories" tab
• Set "View Details" to the setting you want (do you want prices to show or not for this Role)

-------------------------------------------

Update the Roles/Permissions in the DB

Typically, what we want to do here is turn on "View Details" for any Role that has "View" turned on.  If you need to set yours differently (like the example above where Anonymous can't see prices), please contact Tech Support for assistance.

First, run this query to see if you have any records that need to be updated.  It will show any records that have "View" set but not "View Details".

select * from BDRolePermissions (nolock)
where EntityType in (1,2) -- Items and Webcategories
and rights & 2 = 2 --Right has View on
and rights & 64 <> 64 -- Right has View Details off

Second, run this query to turn on "View Details" for any Role that has "View" turned on.  CAUTION: It is strongly recommended that you backup the BDRolePermissions table prior to running the following query.  See query at bottom of page for backing up the table.

update BDRolePermissions
set rights = rights | 64
where EntityType in (1,2) -- Items and Webcategories
and rights & 2 = 2 --Right has View on
and rights & 64 <> 64 -- Right has View Details off

----------------------------------------------------

Query to backup BDRolePermissions table (replace yyyymmdd with todays date):

Select * into BDRolePermissionsyyyymmdd from BDRolePermissions

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Sales Reps - FAQ's

Sales Reps - How-to Set Up

• Go to Dashboard | Site Settings | Site URL | Order Defaults tab.
• Set Sales Person to "No Default Set". Save. Reload Site Settings.

SALES REPS THAT WORK FOR YOU & HAVE ACCESS TO CUSTOMER SERVICE

• Go to Dashboard | System Management | Users.
• Select the User log-in associated with the Rep and set their Roles to a minimum of Employee & Customer Service.
• Set the Sales Person to the Sales Rep in question. Save.
• Any order they enter will be assigned to them.

SALES REPS THAT ARE INDEPENDENT AND WILL NOT HAVE ACCESS TO CUSTOMER SERVICE

• Go to System Management | Users.
• Select the User log-in associated with the Sales Rep, set their Role to Default.
• Set the Sales Person to Sales Rep in question. Save. Any order they enter will be assigned to them.
• There are 2 scenarios in which orders may placed:
  • SALES REP WILL ENTER ORDER, CUSTOMER WILL BE BILLED
    • Go to System Management | Users
    • Select the User log-in associated with the Sales Rep.
    • In the Customers tab, add each of the Sales Rep's Customers to the "Current User's Customers".  Save.
    • This will allow the Sales Rep to log-in, select from their list of customers and place an order for them.
    • The Customer will be billed.
  • SALES REP WILL ENTER ORDER, SALES REP WILL BE BILLED
    • The Sales Rep will be the Bill-to (Customer).
    • The Sales Rep will have a Ship-to address entered for each of their customers.
    • The product will be shipped to the Customer & the Sales Rep will be billed.
    • This is handy for businesses that want to handle the money transactions yet have the product drop-shipped directly to the customer.

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Sales Rep Selection - Order of Precedence

1. ORDER DEFAULT (optional) - If an Order Default is set, this will be the first choice as the order's Sales Rep. If Order Default is set to "No Default Set", then go to the next item. Order Default is set in the Dashboard | System Management | Site Settings |website URL| Order Defaults tab.
2. USER DEFAULT (optional) - The User Default is second in line. If the User Default is set to "No Sales Rep", go to the next item. The User's Sales Rep is set in Dashboard | System Management | Users | select user | User Information
3. SHIP-TO DEFAULT (optional in ES) - If the first two items are skipped, then the Ship-to's default Sales Rep will be applied to the order.  The Sales Rep selected for Ship-to's is set in Macola.  ES: AR | Customers | Maintain | select customer | Shipping tab.  Progression: AR | Maintain | Alternate Address.
4. BILL-TO DEFAULT - If the first three items are bypassed, then the Sales Rep will be set to the Customer's Sales Rep. This is set in the Dashboard | Customer Service | Customer Info | Financial tab. Since this is the final option, there must always be a Sales Rep assigned to a Customer. The Sales Rep Default for a new customer is set in the Dashboard | System Management | Site Settings | website URL | Customer Defaults tab. The Sales Rep selected here will be automatically assigned to all new customers.

1.  SALESPERSON DDL (optional)- If a Sales Rep is selected from the Salesperson DDL on the Order Entry page, that Sales Rep selection will take precedence and will be applied to the order.
2.  ORDER DEFAULT (optional) - If an Order Default is set, this will be the first choice as the order's Sales Rep. If Order Default is set to "No Default Set", then go to the next item. Order Default is set in the Dashboard | System Management | Site Settings |website URL| Order Defaults tab.
3.  SHIP-TO DEFAULT - (optional in ES) If the first two items are skipped, then the Ship-to's default Sales Rep will be applied to the order.  The Sales Rep selected for Ship-to's is set in Macola.  ES: AR | Customers | Maintain | select customer | Shipping tab.  Progression: AR | Maintain | Alternate Address.
4.  BILL-TO DEFAULT - If the first three items are bypassed, then the customer's default Sales Rep will be applied to the order.  This is set in the Dashboard | Customer Service | Customer Info | Financial tab. Since this is the final option, there must always be a Sales Rep assigned to a Customer. The Sales Rep Default for a new customer is set in the Dashboard | System Management | Site Settings | website URL | Customer Defaults tab. The Sales Rep selected here will be automatically assigned to all new customers.

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Sales Tax FAQ's

Sales Tax Calculation Logic

BirdDog uses the following logic to calculate tax on an order: 

1. Is the Order using a saved Ship To address and does the Order's Ship To Country/SubDivision/City match the saved Ship To's Country/SubDivision/City? If yes, use the tax code/schedule assigned to that Ship To address.
2. Does the Ship To Country/SubDivision/City match the Customer's Country/SubDivision/City? If yes, then use the tax code/schedule assigned to the Customer.
3. Does the Order's Ship To City have a Tax Code / Schedule in System Manager | Countries>SubDivision>Location, if yes then use it.
4. Does the Order's Ship To SubDivision have a Tax Code / Schedule in System Manager | Countries>SubDivision, if yes then use it.
5. Does the Order's Ship To Country have a Tax Code / Schedule in System Manager | Countries, if yes then use it.
6. If none of the above apply, use the default Tax Code / Schedule from Web Site Settings | Customer Defaults.

When creating a new customer in BirdDog, similar logic is used to automatically set the tax code or schedule at the customer level:

1. Does the Customer's State|Province have a Tax Code / Schedule in System Manager | Countries, if yes use it.
2. Does the Customer's Country have a Tax Code / Schedule in System Manager | Countries, if yes use it.
3. If none of the above apply, Use the default Tax Code / Schedule from Web Site Settings | Customer Defaults.

Logic Assumptions:

• Default Customer Tax Code / Schedule is set to a non taxable Code / Schedule. See Customer Defaults in Site Settings.
• All Countries and States / Provinces in which you are taxable have a default Tax Code / Schedule. See Countries / Provinces.

BirdDog honors the taxable/non taxable setting on items and the Tax Schedule assigned to the Item / Location.

(Tax Schedule on the Item / Location is the trick to charging sales tax correctly in complicated scenarios)

To determine if/when you should charge tax speak with your Sales Tax advisor.

 
Scenarios:

Assigning Tax Schedules in the State(s) where I have Nexus

Company XYZ charges tax in Oklahoma only.

• In Customer Defaults, Customer Tax Code is set to Non Taxable.
• In System Management/Tax Codes we set up tax codes for Oklahoma State Tax plus the individual tax codes for all cities and counties in Oklahoma.
• In System Management/Tax Schedules we set up tax schedules that 'package' the individual tax codes into one schedule. For instance, I may have a tax schedule that includes the individual taxes for the State, City and County.

When a new customer visits the website, adds items to the cart and checks out they are creating a customer. 

• If that customer is in any State besides Oklahoma they are assigned a tax code of Non Taxable.
• If that Customer is in the State of Oklahoma they will be assigned the Tax Code / Schedule from Country | Provinces. 

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Guest Checkout Not Calculating Tax Correctly

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Search - FAQ's

How extensive is the out of the box search?

The standard BirdDog Search functionality will return items and categories for matches based on item number, short and long descriptions (for both categories and items), fields, Meta Keywords, and Meta Description.

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Item Search Results Rankings

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Primary vs Secondary Sort Order

1. Go to Dashboard > System Management > Automation > Jobs
2. Click the Add icon
3. Select "Update Items Secondary Sort Order" from the drop down list (DDL)
4. Click the Add icon
5. Enter a description (i.e. "Secondary Sort Routine")
6. Enter a number of days between jobs in the "Service Data" text box (NOTE: don't leave existing text there, it wants a number)
7. Click the "Edit Job Schedule" icon
8. Set how often you want this to run
9. Save time schedule
10. Save job

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Site Search Results Rankings

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What Determines If My Item Shows in a Search

• Go to Warehouse Management | Items
• Select Item to Edit
• Go to Roles tab
• For Anonymous & Default, check or uncheck the "Search" permission check box
• Save

Items also have a "Status" setting in the Item Setup tab (Planning, Forecasted, Active, & Obsolete).  This setting does NOT determine if the item will be returned in a search.  Use the Permission setting.

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Security - FAQ's

Encrypt Passwords - How to

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Windows Authentication (Use Trusted Connection) - Setup

There are two ways in which your website can connect to its database: SQL Server Authentication & Windows Authentication (aka Use Trusted Connection). 

SQL Server Authentication uses an SQL user login along with a password.  This is fine when working on your DB's using SSMS (SQL Server Management Studio).  However, it becomes a security risk when used by a website to connect to the DB because that login & password are stored non-encrypted in a config file.  If that file falls into the wrong hands, your DB's become free game to whomever.

The more secure route is Windows Authentication.  It uses a Window's User/Login created just for the prupose of connecting the site to the DB.  That way no DB login & password are stored in any config files.  The document will cover how to convert your website from SQL Server Authentication to Windows Authentication.

Before we start, there's one more thing we have to look at and that's how your site & DB are configured in regards to server setup and use of Active Directory.

• If your site & DB are on different servers, use the same domain, and you use Active Directory, click here.
• If your site & DB are on the same server, click here.

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Serial / Lot

Purge Zero Quantity Serial / Lot Items

This is for Macola ES.

-In Macola, go to System/Utilities/Distribution/Inventory Management
-Select "Purge Zero Quantity Serial/Lots"
-Check the box that says "Purge Zero Quantity Serial/Lots"
-Item No. & Location boxes should be marked "ALL" (or enter your specifics)
-Click OK

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Updates - FAQ's

Updating Your Web Site

Instructions for installing updates to your web site.

I find it easiest to use 2 Windows Explorer windows.  The first window is for the new unzipped update build.  The second window is for your current web site folder.

You should receive one of two types of updates.  Either a full site update with all new folders and files or just a bin folder update.

Complete Site Update:

1. Make a backup of your current website folder (just in case).
2. Delete all contents of the website folder except the birddog.config and robots.txt file.
3. Select everything in the new build folder and copy to the website folder.
4. Start/refresh the website.

Bin Folder Only:

1. Make a backup of your current website folder (just in case).
2. Open the bin folder in the new build folder.
3. Hit ctrl-A to select all the folders & files, then ctrl-C to copy them.
4. Highlight the website bin folder and hit ctrl-V to paste the folders & files there.
5. Say yes when asked if you want to replace existing folders or files.
6. Start/refresh the website.
7. NOTE: There may be times when you are directed to delete the existing bin folder and start fresh.

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Vendor - FAQ's

What Vendors Are Displayed on the Item Page

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