coreFORCE - Getting Started: First steps to get started

Let's take a moment to explain what coreFORCE is all about. It's Coreware's E-commerce platform solution designed for selling both local inventory and distributor stock to customers nationwide.

coreFORCE comes packed with a variety of features, including:

• Easily fulfilling orders directly from a user-friendly interface—no need to pick up the phone!
• Robust taxonomy options to organize your inventory just the way you like it.
• Up-to-date distributor data to ensure your prices remain competitive and accurate.

With coreFORCE, managing your E-commerce operations has never been easier!

Congratulations on diving into the exciting world of online E-commerce! We get it—making this leap can feel like skydiving without a parachute. But fear not! We're here to help make your journey as smooth as butter on a hot biscuit, so you can start selling online and watch those sales soar!

1. Site Defaults

Our journey will start in the Site Defaults, this is where a majority of your backend customization will be housed inside of

2. Getting Started tab

The Getting Started tab is where we're going to be focused on to get the essentials up and running to get you selling as quickly as possible

3. Getting Started Readout

Upon first loading into your website and heading to your getting started tab there should be a list of tasks that are essential for site functionality. We're going to start with verifying your email below!

# Verifying your Email

4. Click on Amazon Web Services

Shortly after your website gets deployed an email from Amazon Web Services should be hitting the inbox of the email used on your Onboarding form.

Now what's the purpose of this email? Coreware leverages Amazon Web Services to send system emails from coreFORCE to customers on data such as Order Receipts and general correspondence

5. Click on your verification link below

6. Click on Congratulations!

You should be met with this congratulations screen if successful!

Please Note: Amazon may request an account to be created this is NOT</u> required to get going on coreFORCE

# Adding your Distributors

There are 3 levels of coreFORCE utilizing the Basic layout.

coreFORCE Starter - No distributors, you're safe to skip this section!

coreFORCE Basic - Up to 4 distributor connections

coreFORCE Starter - Unlimited Access to all of our current and future distributor integrations

7. Click on Distributor Credentials

Next we'll get your distributors added in

8. Click on ADD

9. Click on Distributor Credential Maintenance

10. Our Available Distributors

coreFORCE Basic comes equipped with up to 4 distributors and coreFORCE Standard expands this list into all 16 of our available distributors.

We recommend contacting your representative at your chosen distributors requesting your set of FTP Credentials to access and utilize these distributor feeds

# Connecting coreSTORE

11. coreSTORE

If you're utilizing coreSTORE as well as coreFORCE coreSTORE will need to be linked, please reference out connecting coreSTORE to coreFORCE guide HERE (need to hyperlink the KB when finalized)

# Setting your Default Pricing Structure

12. Click on Pricing

13. Pricing

Here we're going to setup our default pricing structure. We'll have options for a percentage, calculation type and even setting up our credit card handling fees for sales.

14. Our Pricing Structure options

Markup - Multiplies the base cost of an item by your percentage

Discount - Divides the base cost of an item by your percentage

Margin- Marginal pricing is a strategy where you set the price of each item to cover the extra cost of making one more of that item. It focuses on how much more it costs to produce an additional unit. This helps businesses decide prices based on what it costs to make more products, aiming for efficiency and adjusting prices as costs change.

# Getting your Taxes Setup

15. Click on State Tax Rates

Let's make sure our tax rates are established so our orders are collecting properly for when tax season comes around

16. Click on ADD

17. Input your State's 2 digit code

We'll use Massachusetts for this example

18. Flat Rate

Flat Rate refers to a flat dollar amount versus a % tax rate

19. Tax Rate

Tax Rate is our percentage tax rate, this WILL vary by state, if you are unsure please check your state's tax rates HERE

20. Product Category

Product Category can be utilized if your state taxes items such as rifles and shotguns separately from the base tax rate

21. Product Department

Product Department functions similarly to product category

# Configuring Shipping Charges

22. Shipping Charges

We'll need to make sure our shipping charges are configured exactly to our liking please visit our shipping charges guide HERE //Need to link shipping charges guide//

# Establishing your Merchant Account

23. Click on Merchant Account

24. Click on Merchant Account

25. Check Set up the default Merchant Account

26. Select your merchant service option from the merchant service dropdown

27. Our Merchant Service Integrations

coreFORCE offers a variety of Merchant Integrations including our very own coreCLEAR processing platform.

If you'd like to learn more about coreCLEAR CLICK HERE

Your Credentials will be provided by your merchant processor

# Test Transaction

28. Click on My Website

29. Click on RIFLES

30. Click on ADD TO CART

31. Click on CHECKOUT NOW

32. Click on START CHECKOUT

33. Select Store Pickup

34. Select Delivery

35. Click on SELECT FFL

If a firearm or any item that requires an FFL was ordered coreFORCE will automatically include an FFL selection window for the customer to easily choose their FFL of choice to have their items shipped to

36. FFL Selection

coreFORCE's FFL Selection offers geolocation based on the default address of the customer's user account to ensure accurate results for your customers!

37. Click on NEXT

38. Payment Method

coreFORCE is able to process all credit cards from Visa, American Express, Discover, and Mastercard.

By Default Cash/Check/eCheck are admin only options and customers will NOT be able to select these options.

39. Payment Method

We'll utilize the Cash payment method as administrator accounts to process our first sale

40. Contact Info

Customers will need to fill all out of their information as normal on a payment method to be able to place an order

41. APPLY

42. Click on NEXT

43. I'm not a robot

coreFORCE's Checkout comes equipped with a modern reCAPTCHA anti-bot measure to ensure your checkout is safe and secure and minimize the risk of bot orders

44. Place Order

45. Click on ADMIN

Now lets go to the backend and make sure our order was placed!

46. Click on Dashboard

47. And Voila your order's complete!

Once any order is placed some automatic processes do occur

An email notification gets sent to your store to inform you of an incoming order

An email receipt gets sent out to the customer's email

48. Processing your first order

Please visit our article HERE //insert article for first order// to process your first order, worry not for the article will be available in our help desk for the incoming tide of business!

49. Taking a Look Back

If everything is set up correctly, your 'Getting Started' tab should look just like this! The last step is getting your website live. We know this isn't something you can do alone, but no worries—Coreware Support is here to help kick off your new journey. Great job so far! Our DNS Experts are excited to hear from you and help you reach the finish line. We understand this might feel like a big leap, but we're here to help you as you grow and succeed!

Please note if you're running on coreFORCE Starter "Add Distributor Credentials" will state "Not Done" as that step will not apply to your setup.

Updated on: 06/25/2024