EZ Documentation

EZ-Commerce Features Walkthrough

Overview of key EZ-Commerce platform features and capabilities.

POS and Vendor Catalog Integration

POS Integration

• Compatible with multiple POS systems including Epicor, Spruce, and DMSI Agility
• Allows seamless integration with any POS system

Vendor Catalogs

• Integrated with catalogs from major vendors like Orgill, Do It Best (DIB), and others
• Displays available store items sourced from large corporations
• Provides a complete inventory viewing experience

Artificial Intelligence (AI) Features

AI Product Builder

• Combines ChatGPT and Google Bard to automatically create product displays
• Based on instructions and questions provided

Product Database

• Built in-house with AI-optimized titles, descriptions, and product details
• Provides significant SEO boost through hyper-localized descriptions

Continuous Improvements

• Based on feedback from the ai-widget-logs channel
• Daily updates implemented
• Currently on third version of the AI tool
• 80-90% accuracy achieved through continuous refinements

Customization and Administration

Payment Options and Promo Codes

• Tools to manage payment methods
• Create discount codes

Product Editing and Locking

• For certain clients (such as Benjamin Moore), product details are locked and controlled
• Maintains consistency and inventory integrity

Custom Landing Page

• Functionality to create customized landing pages for stores
• Greater control over content presentation

SEO Optimization and Google Shopping

Google Shopping

• Set up with Google Merchant Center to have products appear in the shopping tab
• Enhances search visibility at no additional cost

Organic SEO

• All optimizations are organic, with no need for paid campaigns
• Leverages the AI tool to generate optimized content

International Compatibility

• Support for international clients (like Do It Best Barbados)
• Additional fees adjusted for currency exchange rates

Social Media Feature

Social Media AI

• AI trained with marketing materials and brand knowledge
• Facilitates customized social media content
• Integration with e-commerce currently in development

Core Features Summary

Overview of the core features available in EZ-Commerce.

1. Landing Page Editor

EZ-Commerce includes a fully drag-and-drop landing page editor that requires no developer or designer support.

Built-in widgets include:

• Image carousels
• Product swipers
• Testimonials
• Subscription forms
• Image swipers
• HTML editor
• Shop-by-department buttons

Text, layout, and images can be edited quickly, allowing instant updates to the homepage.

2. AI Widget Builder

Product displays can be created in two ways:

• Manual setup by searching specific SKUs or product categories
• AI-powered setup, where the system scans inventory and automatically populates widgets

The AI intelligently organizes featured products, best sellers, and relevant categories—eliminating the need for manual curation.

3. Header & Footer Customization

Stores can fully customize site navigation and footer content.

• Editing and organizing top-level navigation menus
• Adding external links (social media, manufacturer websites)
• Updating footer content for contact information, policies, and promotions

4. Custom Pages

EZ-Commerce allows the creation of unlimited custom pages for:

• Services
• Promotions
• Events
• FAQs and informational content

Custom pages support the same widgets as the homepage and can be scheduled with publish and expiration dates to automate campaign timing.

5. Promo Code Engine

The built-in promotion engine makes it easy to create and manage discount offers:

• Product-level and cart-level discounts
• Delivery and shipping promotions
• Buy One Get One (BOGO) offers
• Bundle deals and other custom promotions

6. Sub-accounts & Permissions

EZ-Commerce supports multiple employee accounts with role-based permissions.

• Creating individual logins for staff members
• Granting or restricting access to specific areas of the admin portal
• Supporting defined roles such as fulfillment, customer service, and marketing

This ensures secure access control while enabling teams to work efficiently.

Multi-Location Support

How EZ-Commerce supports retailers with multiple store locations.

EZ-Commerce is designed to support retailers with multiple store locations while maintaining a simple, consistent experience for customers.

Unified Storefront Structure

Retailers can operate all locations under:

• One website URL
• One shared design and theme
• One unified customer experience

This structure eliminates the confusion and SEO dilution caused by running separate websites for each location, while making it easier for customers to shop.

How It Works

1. Customers are prompted to select a store location when they first visit the site
2. Once a location is selected, the site refreshes to display that store's specific inventory
3. The URL and overall layout remain the same to ensure brand consistency
4. Customers can switch locations at any time to browse inventory from other stores

This approach balances simplicity for shoppers with flexibility for retailers.

Location Selector

Details about the location selector interface.

• Appears in top-right corner of website
• Shows all store locations with addresses and phone numbers
• Customer selects their preferred location
• Website refreshes to show that location's inventory
• URL, layout, and design remain identical

Location-Specific Customization

EZ-Commerce allows retailers to tailor each store's experience without creating separate websites.

Stores can:

• Display unique widgets per location
• Create custom landing pages for individual stores
• Run location-specific promotions while maintaining a cohesive brand look

Customization Example

• Location A promotes grills and outdoor equipment
• Location B promotes plumbing and HVAC
• Both maintain same brand look and feel

This provides flexibility at the store level while preserving a unified brand presence.

Product Page Experience

On product detail pages, customers can:

• View inventory availability for their selected location
• Check availability at other store locations
• Seamlessly switch locations to see real-time inventory updates

This transparency builds customer trust and encourages in-store visits or cross-location purchases.

E-commerce Plans

There are different plans based on the Company/distributor a store is associated with.

Main Plan Categories

Plan Names by Company

True Value (TV) Plans

• E2
• E2 warehouse only/just catalog
• E1
• E1 warehouse only
• E1P (+)
• E2P (+)

Emery Jensen (EJ) Plans

• Bronze
• Silver
• Gold
• Gold browse only

What is a POS?

A POS (Point of Sale) is a system used by businesses to process transactions and manage sales. It typically includes hardware like a cash register and software to track sales, inventory, and customer data.

Plan Details & Onboarding

E2/Bronze (No Ordering) - LEB

Display CATALOG ONLY - No upload of any products allowed

E1/Silver (Allows Ordering) - LES

Only show CATALOG - Can't manually upload products with any sheet - need to upgrade to + for that

E1+/Gold Online Ordering

E2+/Gold Browsing Online

Same POS requirements as E1+/Gold but for browse-only functionality.

Complete Pricing by Distributor

Current pricing structure across all distributors.

Why Emery Jensen Pricing is Lower

• Preferred e-commerce partner through SavingSource (Ace Hardware division)
• Emery Jensen is Ace subsidiary
• SavingSource defines vendor pricing
• EZCommerce receives discounted pricing to pass to Emery Jensen stores

Platinum Plan (Emery Jensen Exclusive)

• Ship-to-home with no store fulfillment
• Orders fulfilled by Emery Jensen warehouse
• Store collects profit without handling delivery
• Can integrate secondary supplier catalogs (e.g., Orgill)

Website URL Formats

• True Value Store: https://storename.shoptruevalue.com
• Do It Best Store: https://example.ezad.io

Key Abbreviations

Stripe CAD Currency Fee Policy

Policy regarding Stripe fee charges for CAD currency transactions.

How It Works

1. Payment Processing: We can charge stores in CAD currency through Stripe
2. Currency Conversion: Stripe automatically converts CAD to USD when transferring funds to us
3. Conversion Fees: Stripe charges a small conversion fee (amount varies based on transaction total)
4. Fee Absorption: We absorb this conversion fee - it is NOT passed on to stores

Key Points

• Stores pay only the base transaction amount in CAD
• Currency conversion fees are handled internally
• No additional charges to stores for CAD processing
• Stripe handles the CAD to USD conversion automatically

Impact

• Simplified billing for Canadian stores
• No surprise fees for merchants using CAD
• Competitive advantage in Canadian market

Direct Billing with Co-ops

Overview of direct billing capabilities with major cooperatives.

Approved Direct Billing Partners

EZ-AD as a company can bill directly to:

• Ace Hardware
• True Value
• Orgill
• Do It Best (DIB)

Why Direct Billing Matters

This is a HUGE DEAL because:

• These companies can trust us
• We're not charging them via Credit Card
• Credit cards have issues including chargebacks
• When we bill directly to the Cooperative, we're 99% guaranteed to have all invoices fulfilled

How Direct Billing Works

1. When a store signs up, they provide a Billing Number
2. When you generate an invoice for the e-commerce site or other products:
   • Invoice gets sent to the company (not the store)
   • The company pays the bill
   • The store gets an invoice with EZ-AD included

Register a Business in Kachooni

The Onboarding team must create a BID (Business ID) before spinning a site.

Information Source

Business information comes from Sales Reps on the Liaison-Onboarding channel on Kachooni:

• Corporate name (Emery Jensen, etc.)
• Store Number
• Store Name
• Store Contact (Name/email)
• Store Address
• POS system
• Business Plan (EZC Package level)

How to Create a New Business ID (BID)

Step 1: Navigate to Business Section

1. On your Kachooni dashboard, go to the left side
2. Search for "Business"
3. Click on Business to open the business page

Step 2: Access Add New Business

1. Click on the "Add New Business" button
2. Important: This will open a page with an error message - SKIP IT
3. Click "OK" on the Error pop-up
4. Scroll down to find "Add New Business"

Step 3: Fill Required Fields

Step 4: Add Notes

After clicking "Save Business", a pop-up will appear. Enter: "Created the business"

Step 5: Create FTP Credentials

1. Scroll up on the business page
2. Click on "Create FTP credentials"
3. This is needed during data retrieval for specific POS systems

Step 6: Send BID to Sales Representatives

Send the Business ID number (BID) to Sales Representatives in the 'Liaison' Slack channel

Critical Actions Checklist

• Create BID before spinning any site
• Always choose "Custom" for Business Plan
• Create FTP credentials after saving business
• Send BID to Sales Reps via Liaison Slack channel
• Skip error pop-up when accessing Add New Business

E-commerce Setup Page

The E-commerce Setup Page on Kachooni is used to create and configure websites for stores.

How to Search

1. Enter the name or Business ID in the search bar
2. Click on the correct name from results
3. Click the "Create Session" button

How to Spin a Site/Create a Website

Prerequisites

• Must have created a Business ID on the Kachooni "Business" Page first
• Don't have another E-Commerce Setup Page tab open in browser
• Always refresh the page to get the business loaded

Step 1: Basic Domain Information

Step 2: Subdomain Name Setup

1. Go to "ECommerce Sitemaps" page on Kachooni
2. Search in "URL contains" field
3. Verify domain doesn't exist
4. If domain exists: Add something unique (Business ID + name)

Step 3: Create Domain

1. Hit "Create Domain" on E-commerce Setup Page
2. Will show infinite loading - this is normal
3. CRITICAL: Always hit the 2 buttons at right corner:
   • Build Config Button
   • Instant Build Button

How to Set Up Multistore Location Website

1. Search the main site/BID → Click "Create Session"
2. Scroll down to "Partner Businesses"
3. Select the New Partner Business already created
4. Add New Order Email for each specific location
5. Choose Partner Business to merge
6. Click "ADD" and hit both Build Config and Instant Build

How to Create/Edit Credentials for a Website

1. Search BID or store name
2. Create session
3. Scroll down to "Business Email and Password"
4. Enter login email
5. Preferred password: "ezadtv"
6. Save changes with Build Config → Instant Build

Config Setup Options

Remove Brand Names from Product Titles

Config Setup → Search "brand" → Products → Point 312 → Click "Yes"

Disable Ordering

Config Setup → Search "disableorder" → Products → Point 124 → Click "Yes"

Disable Special Ordering

Config Setup → Search "disablespecialorder" → Products → Point 225 → Click "Yes"

Hide Special Order Message Only

Config Setup → Option 351 → Click "Yes" (hides message on cart page only)

Complete Configuration Keys Reference

Additional configuration options for dynamic site behavior.

Data Retrieval

Data retrieval is needed when stores want to show on their website the data from their POS system.

When is Data Retrieval Needed?

• Only for stores with POS systems that want to show inventory on their website
• Required for: Gold plans (E1+ & E2+) only
• Not needed if: Client doesn't have a POS System

Compatible POS Systems

Required POS Data Fields

Core data required for building and organizing an eCommerce website.

Core Product Data (Items in the Store)

1. Item Number / SKU
2. UPC Code
3. Item Description
4. Item Title
5. Retail Price
6. Quantity Available / Quantity on Hand
7. Promotion Price

Store Organization & Structure

8. Department Name / Department Code
9. Location
10. Fineline Name
11. Class Name
12. Vendor Name

Method Selection Guide

Overview of choosing the correct data retrieval method.

There are three primary methods used to retrieve POS data from stores, depending on their POS system. Choosing the correct method ensures reliable inventory, pricing, and site functionality.

Data Transfer Methods

FTP Data Transfer (Advanced POS Systems)

FTP transfer used when the Data Syncer is not supported.

FTP (File Transfer Protocol) data transfer is used for advanced POS systems where the EZ-AD Data Syncer is not supported.

When to Use FTP Method

• Advanced POS systems where Data Syncer is not supported
• Common for Epicor and Compass systems
• Custom POS implementations

How FTP Transfer Works

1. Secure Folder Setup: An online secure folder is created
2. Credentials: Access provided via randomly generated username and password
3. Data Transfer: Store uploads data files to the secure FTP location
4. Processing: EZ-AD retrieves and processes the data

Security Features

• Secure transfer protocol
• Randomly generated credentials for each store
• Does not compromise store data
• Isolated access - only authorized data transfer

1. Data Syncer (EZAD App)

Step 1: Email the Data Syncer App

1. Go to customer's Business account on Business page
2. Under "Send Datasync help," enter installer email
3. Select POS system from dropdown
4. Click "Send Email"

Step 2: TeamViewer Setup

1. Have customer install TeamViewer
2. Use TeamViewer/AnyDesk to log into their computer
3. Download and install Data Syncer

Step 3: Data Syncer Wizard

1. Select POS system
2. Check ALL 4 "Information to Sync" boxes
3. Set Sync Frequency to "1 hour"
4. Click "Complete"

2. Epicor Compass

FTP Setup

1. Visit business edit page on Kachooni
2. Click "Create FTP Credentials"

Required Dimensions (in order)

1. Item (no parent)
2. UPC Code (with item)
3. Retail Price (with Item Inventory)
4. Department (no parent)
5. Class (no parent)
6. Vendor (no parent)
7. Location (with item)
8. Date Added (with item)
9. Selling U/M (with inventory)
10. Promotion Price (with inventory)
11. Fineline (no parent)
12. Manufacturer (with item)
13. MFG Part# (with item)
14. Date of Last Sale (with inventory)
15. Discontinued Items (with inventory)
16. Date of Old Promo End 1 (with inventory)
17. Quantity Available (with inventory - "No Aggregative")
18. Store (no parent - multi-location only)
19. Replacement Cost (with inventory)
20. UPC Primary (with inventory)

Schedule Setup

• Period: Daily
• Start: 1 hour before store opens
• Repeat: Every 3 hours
• End: 1 hour after close

FTP Settings

• Path: ftp://ezadtv.com
• Username/Password: From business page credentials
• MUST check "Use passive mode"

3. Rock Solid Classic

Must be cloud-based. No automatic upload due to ECI restrictions. Requires 2-3 minutes manual process daily.

4. Rock Solid Max/Spruce

Stock Status Reports

Main Menu → Inventory → Reports → Stock Status

1. Select departments (first 10, repeat for all 99)
2. Remove printer, uncheck "Print Report"
3. Check "Output to File", CSV format
4. Save to: R:Drive → Spruce Reports → Scheduled Reports → Inventory
5. Schedule: Daily after store hours

IN_RGIS Reports (Manual)

Inventory → Reports → Custom Reports Library → IN_RGIS_Inventory_Export

5. Transact

Simple API Integration - customer provides Transact Token and POS Serial Number.

Email contact: jon.love@psdg.com

Hi Jon,

Can you help me connect the store so we can get the data?

Business Name: [Enter Business Name]
Transact Token: [Enter Transact Token]
Transact POS Serial Number: [Enter Transact POS]

Best regards,
EZ-AD Tech Support

6. Other POS Systems (Epicor Profit 21)

• For clients with no taxonomy/organization
• Ask Usman to run UPC matching script against AI database
• Run AI taxonomy matching
• Additional fee required for custom AI taxonomy

Domain Change

Procedure for changing domains based on plan type and store status.

Domain Change for New Stores

Gold & Silver Stores

• Deadline to change domain: 3 weeks from signing the order form
• Sales team adds specific deadline date on the order form
• Make clear on the order form the last day stores need to provide domain credentials
• After deadline: We buy the domain and charge $30 per year
• Case by case complaints require Lawrence's approval for refunds

Bronze Stores

• Sales team asks during signing if they have their domain
• Credentials must be provided when signing the form
• If no credentials: We buy domain and charge $30 per year

Upgrading Clients (E2 to E2+)

• If using shoptruevalue.com or ezad.io for a long time and hesitant to change - Do not insist
• Buy a domain and redirect truevalue/ezad.io to new domain for SEO
• Position as "complimentary secondary domain to bring traffic"

Domain Change for Stores in Onboarding

• Proceed to buy new domain and add $30 per year to bill
• Complaints can be refunded after they provide their domain

Domain Change for Old Stores

Change domain only for:

• E1 (Silver)
• E1+
• E2+ (Gold)

Required action: Identify all old stores on E1, E1+, & E2+ plans that haven't changed their domain.

Domain Pricing Summary

AR/House Accounts

Guide for setting up and managing AR (Accounts Receivable) and House Accounts.

Understanding Customer House Accounts

Try to understand from the customer how House Accounts work for them:

• Tier Pricing - How pricing tiers are structured
• Category Pricing - Pricing based on product categories
• No Credit Card While Processing Order - Orders processed without credit card payment

Customer Reporting Requirements

The customer needs to run a customer report as a CSV file with the following fields:

• Customer Name
• Customer ID
• Charged Status: YES or NO?

Store Configuration Tasks

1. Remove vendor for the store
2. Remove QOH (Quantity on Hand) from items
3. Force show out of stock items

Video Tutorial

Loom Video: AR Accounts Tutorial

This video provides guidance and instructions for working with AR Accounts in the EZ-Commerce platform.

Post-Webinar Email Templates

Email templates for follow-up communication with clients after the first webinar.

Email for E1+ & Gold Plan Clients

Subject: Welcome to EZ-Commerce - Your Login Credentials & Next Steps

Hello [Client Name],

Thank you for attending our recent webinar. We enjoyed having you join us, and I hope you found the session helpful for your goals.

As discussed during the webinar, I'm reaching out to provide you with the credentials necessary to access our platform. These credentials will enable you to log in and begin the next steps towards going live. You'll find the login details outlined below:

Website link: [WEBSITE URL]
Username: [USERNAME]
Password: [PASSWORD]

Please make sure to keep this information confidential and secure to maintain the integrity of your account.

Now that you have access to the platform, I'd like to outline the next steps in our process to ensure a smooth transition to going live. It is suggested to play around with the platform and finalize the next steps to go live. Here's a brief overview:

- Complete the Landing Page
- Complete the Brand settings
- Complete the Department Mapping
- Complete the Fulfillment Options
- Complete the Payment Process/Connect with Stripe

If you have any questions or need further clarification on any of the above steps, please don't hesitate to reach out. Our team is here to support you every step of the way.

Thank you once again for your participation in our webinar and for considering our services. We're excited to embark on this journey with you and look forward to assisting you in achieving your goals.

Best regards,
[Your Name]

Email for Bronze/Silver Plan Clients

Subject: Welcome to EZ-Commerce - Getting Started

Hello [Client Name],

Thank you for joining our webinar session. We're excited to have you on board!

Here are your login credentials to access the platform:

Website link: [WEBSITE URL]
Username: [USERNAME]
Password: [PASSWORD]

As a [Plan Name] plan client, your website is set up for [browsing only/online ordering]. Here are your next steps:

- Review your product catalog
- Customize your store information
- [Additional plan-specific steps]

Please reach out if you have any questions.

Best regards,
[Your Name]

Tips for Email Communication

• Send credentials email the same day after the webinar
• Include clear next steps based on their plan
• Offer to schedule follow-up calls if needed
• Keep subject lines clear and action-oriented

Sales to Onboarding Handoff

Standard operating procedures for sales to onboarding collaboration.

Once the order form has been signed, the Sales Team needs to follow the process below:

1. Commission Submission

• Submit the order form on the Commission Page in Kachooni
• In case of quotes page being used, use "add to commission" button

2. E2 Plans (No Online Ordering)

• Sales team needs to check the sales commission page regularly to see if EZAD has started receiving Spec98 data (in case of True Value)
• Verify that the site has been generated

3. Non-TV E2 Plans

• Sales team communicates to Onboarding team using the liaison channel on Slack
• Provide all business information along with order form (and NDA in case of Orgill)
• Onboarding team will spin up a site

4. E1/E1 Plus/E2 Plus Plans

Sales team schedules the initial call for onboarding team to conduct:

• ET (Employee Training) - depending on plan
• DR (Data Retrieval) - depending on plan

5. Call Scheduling Communication

Once call is scheduled, sales team communicates with onboarding team on liaison channel with:

• All store details
• BID (if exists)
• Date/time of scheduled meeting

6. Commission Claiming - E1/E1 Plus

Sales team ensures via communication with onboarding team:

• ET (Employee Training) has been conducted successfully
• Billing has been started

Only after confirmation, mark commission entry as live and claim commission.

7. Commission Claiming - E2 Plus

Sales team ensures via communication with onboarding team:

• DR/DC has been conducted
• Site is behaving properly

Then mark as live on commissions page and claim commission.

8. Post-Launch Follow-up

• After store is live and through onboarding process
• Sales team periodically checks in with clients
• Ensure continued satisfaction and address any issues

Quick Reference Summary

Order Form Entry Process

Procedure for uploading order forms on Kachooni.

Location: Sales Commission Page

Step-by-Step Entry Process

1. Access Form

• Navigate to Sales Commission page
• Select "Add New"

2. Enter Required Information

• Business name
• Store number
• POS system
• Plan selection (Bronze/Silver/Gold)
• Monthly fee (auto-populates based on plan)
• Contact person
• Email address
• Website
• Notes (any relevant details)

3. Upload Documentation

• Drag and drop order form

4. Setup Fee Information

• Enter setup fee amount
• Add any special setup notes
• Custom development (if applicable):
  • Add custom development details
  • Upload custom development order form

After Submission

What You'll See:

• Entry ID number
• Timestamp of entry
• Creator name
• Lead owner (can be changed if necessary, typically not needed)
• Edit button for modifications
• All entered information displayed

Information Sources

For True Value Accounts

• Order form
• Call notes
• True Value supplier data

For Non-True Value Accounts

• Sales Drive
• Vendor-specific folders
• Order form
• Call conversations

Domain Setup and Website Hosting

Understanding domains, DNS configuration, and website hosting options.

Understanding Domains vs. Websites

Domain Connection Process

Scenario: Customer owns domain but wants EZCommerce website

1. Step 1: Customer owns domain (purchased through GoDaddy, Namecheap, etc.)
2. Step 2: EZ-AD provides DNS update instructions (A Records or CNAME Records)
3. Step 3: Customer logs into domain provider and updates DNS settings
4. Step 4: Domain now points to EZ-AD server
5. Step 5: Website goes live at customer's branded domain

Example

• Domain: claimsonline.com (owned by store)
• Website: Created by EZ-AD
• Result: Customers visit claimsonline.com and see EZCommerce website

Subdomain Options

What is a Subdomain?

A prefix added to main domain (e.g., shop.claimsonline.com, hardware.claimsonline.com)

When to Use

• Customer has existing corporate website at main domain
• Wants to add e-commerce without replacing existing site
• E-commerce store lives on subdomain

Benefits

• Preserves existing corporate site
• Adds e-commerce functionality
• Feels integrated with brand

Default Setup

Hosted on EZAD.io domain (e.g., yourstorename.ezad.io)

Custom Domain Options

• Subdomain: shop.yourstorename.com
• Full domain: yourstorename.com

What EZ-AD Does

• Provides step-by-step DNS instructions
• Handles technical configuration
• Ensures smooth transition

Onboarding Process and Ongoing Support

Complete overview of the onboarding process and support services.

Onboarding Process

Step 1: Data Retrieval (POS-Integrated Plans)

• Onboarding team pulls data from your POS
• Supported: RockSolid, Epicor, Transact, Paladin, QuickBooks, others

Step 2: Data Consultation Call

• Team creates mock site using your data
• You review: products, departments, pricing, images
• You request: hide specific items/departments, adjust displays, custom pages

Step 3: Full Platform Training

• Order fulfillment process
• Website editing (landing page, custom pages)
• Payment processor setup (Stripe, PayPal, Authorize.net)
• Fulfillment options configuration

Result: Fully confident managing your e-commerce site.

Ongoing Support

Dedicated Support Specialist Assigned

• Technical support for issues
• Answers to day-to-day questions
• Simple customizations included (no extra charge)

Simple Customizations Included

• Theme changes
• Color scheme adjustments
• Banner updates
• Image updates
• Layout tweaks

Included Services

SEO Services

• Product feeds to Google via sitemaps
• On-page SEO optimization
• Organic search ranking assistance

Google Merchant Center Setup (Buying Plans Only)

• Pushes products to Google Shopping tab
• Products appear in Google search shopping results

Email & SMS Notifications (Free)

• Automated order notifications
• Sent to store staff and customers
• Triggers: order placed, processing, fulfilled, ready
• No third-party apps required

Custom Development

Platform Flexibility

• Built from ground up by EZ-AD team
• Can add new features based on needs
• Can integrate third-party systems

Examples

• Custom page layouts
• Unique modules or tools
• Advanced integrations

Process

1. Submit feature request
2. Team evaluates scope and complexity
3. Provides custom quote
4. If approved, builds it

Payment Processor Options

Default: Stripe

• Easiest to configure
• Widely trusted
• Fast setup
• EZ-AD provides setup walkthrough

Also Supported

• PayPal
• Authorize.net
• Other processors available upon request (custom quote)

Employee Training (ET)

Complete guide for training store employees on EZ-Commerce platform after website creation and Data Retrieval.

Main Topics to Focus on in Your Presentation

Initial Login Setup

• Show them how to log in
• Go to the test site for their website (e.g., https://xxx.ezad.io)
• NOTE: This is the domain we create for them. They need to change later to their dedicated domain.
• Enter the customer credentials: email/password you have created for them

Walk Through the Interface

• Admin side view vs Customer side view

Website Settings

To go to the website setting, go to the nav bar and click on Website settings. This will open the page with:

1. Website Content
2. General Settings

Website Content Features

Under Website Content are listed 16 features:

• AI Widget Builder
• GMC Setup
• Discrepancy Report
• Brand Integrator
• Search Synonyms
• Special Fees
• Transactional Emails
• Header and Footer
• Custom Pages
• Landing Pages
• Brand Settings
• Department Mapping
• Product Editor
• Product Suggesters
• Top Banner
• About Us
• Locations
• User Inputs

Suggested features to cover first:

• AI Widget Builder
• Landing Page
• Brand Editing
• Department Mapping
• Product Editor
• About Us

AI Widget Builder

Helps stores update their landing page in just a few words. For example, with just one sentence "Highlight Christmas", click Save and Generate.

AI functions in two stages:

1. Data Retrieval: Processes user prompts to identify related search terms and performs comprehensive searches
2. Data Organization: A secondary AI categorizes, groups, and names sections

AI will generate 3 widgets automatically. Add another instruction to generate more widgets.

Transactional Emails

Manages all different emails that the business needs to send out. Navigate to Admin Side > Website Settings > Website Content.

Available email types:

• Successful Pickup/Curbside
• Successful Delivery
• Successful Shipping
• Prepared Pickup
• Prepared Delivery
• Prepared Shipping
• Cancelled Order
• Delivery Completed
• Shipping Completed
• Abandoned Cart Reminder
• Order Item Canceled

Variables can be added to customize messages with customer first/last name, business name, address, etc.

Landing Page

From Website Settings, navigate to the Landing page section to change your homepage look and feel.

A) Carousel

A rolling ad that showcases visually appealing ads on the landing page.

How to Add a Slide:

1. Click Add
2. Select Image Carousel
3. Click Add Slide

How to Add Images:

1. Click Add Slide button
2. Click View Slide Library
3. Select desired carousel slide or upload your own
4. Click Add button

B) Product Swiper

Lists products by department or brand with pricing and links.

• Choose which store to show (for multiple stores)
• Add optional title
• Select brand or department
• Toggle loop option
• Toggle visibility

C) Other Widgets

Brand Settings

Navigate to Brand Settings under Website Content. Everything is enabled by default.

Top toggles:

• Show Brands in Navigation
• Brand Filters in Search Result
• Show Brand Logo

For each brand you can:

• Change logo
• Add to carousel
• Enable/disable
• Assign/change alias (same alias combines brands)

Department Mapping

Manage departments, classes, and finelines. Group multiple categories into one alias.

EZ-Commerce uses a 3-level taxonomy:

1. Departments
2. Classes
3. Finelines

How to Merge Departments:

1. Click "Assign Alias" on first department
2. Write the new department name
3. Repeat for other departments with exact same name

AI Taxonomy & Descriptions: The AI Product Builder uses Google Bard and ChatGPT APIs to enhance product information, matching products by UPC (11 numbers required). Increases taxonomy efficiency by 60%.

Product Editor

Edit specific product details by searching with SKU or UPC code.

Editable items:

1. Main product image
2. Additional images
3. Hide/show price
4. Hide/show product
5. Edit title

For Sale Details: Location, model number, limit order quantity, description, promo settings, tax rate override, available quantity buffer, meta page description.

For Rental: Rental deposit amount, custom rates, location, model number, limit order quantity.

General Settings

Fulfillment Options

Configure the type of orders an e-commerce store may receive.

Step 1: General Options

• Allow users to save cart (for recovering abandoned carts)
• Specify applicable tax rate

Step 2: In-Store Pickup

• Choose which store to apply settings
• Enable/disable in-store pickup
• Add custom messages

Step 3: Local Delivery

• Specify delivery area codes
• Add delivery charges
• Configure date picker options (weekends, time slots)

Payment Options

Sub Accounts

Give different permissions to store employees. Navigate to Subaccounts > Create Account.

Add employee info and assign specific permissions, or enable Admin Account for all permissions.

Orders Page

Click Orders on the nav bar to see all orders:

• Outstanding Orders: Not yet fulfilled
• Orders Ready: Ready for pickup
• Completed Orders: Picked up by customer
• Canceled Orders: Cancelled for various reasons

Order Fulfillment Process

1. Claim Order: Click "Prepare Order" under Outstanding Orders
2. Print Receipt: Print for organization and verification
3. Enter in POS: Confirm order is entered in POS system
4. Mark Fulfilled: Click Finish to send customer notification
5. Mark Picked Up: When customer collects order, mark as complete

Alternate Tenders

For reconciliation and transaction tracking, create an alternate tender in POS specifically for online orders. Contact POS provider to create a new tender if needed.

Tutorials Page

Available tutorial videos:

• Introduction Onboarding Video
• Basics of Ordering
• Website Settings
• Stats and Analytics Page
• How to Map Departments
• Creating Promo Codes
• How To Set Up DNS For URL Routing
• Editing Products
• Home Page Editor
• Featured Products
• Carousel Ads
• Custom Pages
• Search Synonyms
• Brand Product Integrator
• Recurring Orders
• Products Suggester
• Transactional Emails
• Header and Footer
• Rentals
• User Input
• Top Bar
• Google Merchant Center
• AI Widget Builder
• Payment Options
• Sub Accounts
• Social Media Accounts
• Analytics Conversion Pixels
• Local Delivery
• In Store Pick Up
• Special Fees
• Special Order Items
• Shipping Options
• Custom Domain Setup
• Brand Settings
• Data Report
• Discrepancies Report
• About Us & Locations
• BOGO Promotions

Google Merchant Center (GMC) Setup

Complete guide for setting up Google Merchant Center to display products on Google Shopping.

Plan Requirements

GMC setup is only available for stores with cart functionality:

• E1/Silver
• E1+/Gold with online ordering

Additionally, the store must have:

• A custom domain (not .ezad.io, .shoptruevalue, or .shoptruevalueonline)
• OR be included in the exception list

Call Script for GMC

"Hello this is [NAME] from EZAD. I am calling you as we need to set up the Google Merchant Center in order for Google to show your product on the Google shopping page. Do you know what GMC is?

It is one tab on Google that allows you to search for any product on Google. Practically, GMC is a tool that allows online stores to upload their product details to Google Shopping. It helps show your products to many potential customers, like having a top spot in Google's search results."

Pre-Setup Requirements

Information needed from the client:

1. Verify Domain Access: Check if using custom domain or default EZAD domain
2. Existing GMC Account? Get credentials to find Merchant Center ID
3. If no existing account, need:
   • Gmail email for GMC setup
   • Phone number
   • Store code from Google Business Profile
4. Shipping offered? Determines if Free Local Listing and/or Free Listing applies
5. GBP Owner? Need super admin email to link GBP with GMC

Free Local Listing vs Free Listing

I. Link Existing GMC Account to EZ-AD E-commerce

How to Find the Merchant ID

1. Sign in to Google Merchant Center
2. Locate Merchant ID in the top bar next to the gear icon
3. Enter the Merchant ID in EZ-AD and click Save

II. Create New GMC Account

Required information:

• Gmail email (Google requires Gmail for GMC management)
• Phone number
• Store code from Google Business Profile

Process:

1. Click "Set up a New GMC account"
2. Enter required information
3. Click Save
4. Phone Verification: Have client on call to receive and provide SMS verification code

How to Find Store Code in GBP

1. Search business name in Google
2. Click the 3 dots on top right of the business profile
3. Select "Business Profile settings"
4. Click "Advanced settings"
5. Note the store code

III. Verify GMC Account Setup

Go to GMC account (merchants.google.com) and verify:

• Business address
• Store added (if GBP not linked)
• Tax rate
• Shipping info (if needed)

IV. Link GBP with GMC

Check if GBP is Linked

1. Go to GMC account
2. Navigate to Settings > Apps & Services
3. Check if Google Business Profile is listed
4. Verify store(s) are listed for multi-locations

If Not Linked

1. Click Add Services > Google Business Manager
2. Send request to the email managing GBP

Accept Link Request in GBP

1. Log in to GBP
2. Go to Business Profile Manager
3. Find request in Linked Accounts
4. Accept the request

V. Claim Website on GMC

1. Sign in to GMC at merchants.google.com
2. Navigate to Business Information (left menu)
3. Click the Website tab
4. Verify ownership using one method:
   • Google Search Console
   • HTML File Upload
   • Meta Tag
   • Google Tag Manager
5. Click "Claim Website"

VI. Update GBP Website URL

1. Go to Google My Business
2. Select business location
3. Find the "Website" field
4. Paste new URL
5. Save changes

Quick Links

• GBP: business.google.com
• GMC: merchants.google.com

Core Features Overview

Training module covering the core features of EZ-Commerce platform.

Core Philosophy

Goal: Update the site as much as possible without store intervention

• Minimizes work burden for retailers
• Extensive SEO optimization built into all pages
• AI-powered content curation and organization
• Backend portal for management

Platform Architecture

Sites maintain consistency while allowing customization:

• Consistent Elements: Core functionality and structure
• Customizable Elements: Colors, themes, logos, page content
• All powered by AI-selected, hand-chosen content

E-Commerce Platform Features

Navigation & Organization

• Department breakdowns with hierarchical structure
• Navigation bars for easy browsing
• Product search functionality
• Multi-level categorization: Department > Class > Fineline

Consumer-Facing Features

• Add to cart functionality
• Streamlined checkout process
• Detailed product pages
• "Customers also purchased" recommendation sections
• Hyperlocalized product information for easy reading and browsing

Key Competitive Advantages

Direct POS Integration

Major advantage over Shopify: Pulling data directly from Point of Sale systems

• Real-time inventory synchronization
• Automatic product updates
• Consistent pricing across channels

Content Automation Solution

Challenge: Hardware and paint retailers often lack product images, titles, descriptions, and marketing content.

Solution: EZ-Commerce provides automated content generation through AI and vendor catalog integrations.

Key Features Detail

1. Discrepancy Report IMAP

Purpose: Monitor pricing violations and maintain IMAP (Internet Minimum Advertised Price) compliance

• Identifies pricing discrepancies between IMAP and POS pricing
• Provides notifications for pricing errors
• Helps find products that may cause IMAP violations
• Generates actionable reports for POS system corrections

Actions Available:

• Use the report to identify items requiring price changes in your POS system
• Download CSV file containing items with resolved price discrepancies
• Monitor ongoing compliance to avoid violations

2. E-Commerce Trained AI for Content Creation

Purpose: Automated widget and social media content creation using AI

Capabilities:

• Takes search terms and requests (e.g., "Showcase Fertilizer Products")
• Leverages comprehensive product knowledge including:
  • Product data and specifications
  • Current pricing information
  • Google search trends
  • Product popularity metrics
• Creates both widgets and social media posts

Advanced Features:

• Hyper-Localized Descriptions: Uses placeholders for store-specific information
  • Store name integration
  • City and state customization
  • Local market adaptation

Pre-Call Research Steps

Significant steps for pre-call research before contacting a prospect.

Before contacting a prospect, complete the following pre-call research steps to ensure accuracy, avoid duplication, and prepare for a productive conversation.

Pre-Call Research Checklist

1. Search the Lookup Page

Enter the first word of the business name only, without symbols, into the Lookup page.

2. Review Call & Lead History

Carefully read the Calls, Leads, and Business sections to determine:

• Whether another rep has worked the lead within the past 45 days
• Whether the business is already an existing customer

3. Check the True Value Main List

Verify whether:

• The store is currently assigned to another representative
• The store is already an existing customer

4. Confirm Eligibility to Proceed

If there has been no recent activity in the Calls, Leads, or Business sections and the store is not assigned to another rep on the True Value Main List, proceed to the next step.

5. Conduct External Research

Copy and paste the store's name, address, and phone number into three separate Google tabs to gather additional context and details.

6. Document Your Findings

• Write clear, detailed notes in the Calls page
• Update the calling card with any new or relevant information discovered

7. Identify the Decision Maker

Locate the primary decision maker—typically the Owner, President, or CEO.

8. Make the Call

Contact the decision maker using all insights gathered during your pre-call research.

Quick Reference Summary

Detailed Verification Methods

Expanded guidance for verifying contact information.

Google Search Verification

• Copy business name and search in Google
• Verify the location matches (check city/state)
• Ignore irrelevant results from different locations
• Look for multiple sources to confirm accuracy

Facebook Verification

• Search for business Facebook page
• Verify phone number listed on Facebook
• Check if page is active (recent posts indicate active business)
• Review posting activity and dates to confirm business is operational

Yellow Pages/Directory Sites

• Cross-reference phone numbers
• Confirm business address
• Look for additional contact information

Finding Decision Maker Information

Research Sources:

• Local news articles about the business
• Business opening announcements
• Community involvement articles
• About Us pages on websites
• Social media profiles
• Online directories

Website Walkthrough

Guide for conducting website walkthroughs during training.

Getting Started

• Begin by opening the customer's website in customer view
• Provide a brief overview of the Landing Page

Key Areas to Highlight

Top Banner

Showcases fulfillment options available to customers.

Store Information

• About Us section
• Departments
• Brands

Colorful Widgets

Explain how widgets can be used to promote:

• Services
• Products
• Brands
• Special promotions

Training Tip

This walkthrough helps customers understand their website from their customers' perspective before diving into admin functions.

SDR Training Requirements

Training philosophy and requirements for Sales Development Representatives.

Training Philosophy

• Sales is a craft - this training is mandatory, not optional
• All content will be tested and evaluated in performance reviews
• SDRs must watch all videos, take detailed notes, and memorize key content
• Practice with mock calls and complete all exercises

What Training Covers

• Hardware retail industry overview and terminology
• EZ Commerce platform features and integrations
• CRM systems and account management
• Customer demos, scripts, and rebuttals
• KPIs and commission structure

Key Reminders

• Watch entire video training start to finish
• Take detailed notes on scripts, features, and techniques
• Memorize key content—you will be tested
• Complete practice exercises and mock calls
• Review and rewatch as needed

Making the Initial Call Protocol

Primary Objectives

1. Gauge the interest
2. Explain different packages
3. Answer all questions
4. Get a decision on the call
5. Occasionally it takes 1 or 2 follow ups

Required Information to Verify

• How many Locations do you own?
• What is a good Email Address to receive the training and links?
• What is a good number to reach you at?
• Confirm the spelling of their First and Last Name
• Confirm the address you are calling on
• Confirm the spelling of the name of their Store
• Are you a branded True Value Store?
• Last but not least, what is your store number?
• What POS are you using? Is it the latest version?
• Ask if they have any questions

Next Steps

• Update spreadsheets immediately
• Check for duplicates in Kachooni
• Document all communication

Sales Best Practices and Demo Techniques

Guidelines for effective sales approach and demonstration techniques.

Sales Approach

• Always ask the two qualification questions first
• Listen to customer's business model
• Recommend plan that truly fits—don't force sales
• Use follow-up questions to confirm needs
• Be ready to upgrade or adjust based on responses

Demo Best Practices

• Have all necessary tabs open before calls
• Show seamless POS → Website flow
• Emphasize AI automation and zero manual data entry
• Demonstrate product editor flexibility
• Highlight automated notifications and fraud protection

What to Emphasize

• Platform is built FOR hardware retail industry
• Week-long onboarding timeline
• Dedicated support and simple customizations included
• Supplier catalog integration = expanded product selection
• Multi-location capability for growing businesses
• Emery Jensen exclusive pricing advantages

Required Demo Tabs

Have these tabs ready before every demo call:

1. EZCommerce homepage
2. Product detail page
3. Custom page (e.g., Service & Repair)
4. Store information page

Key Demo Points

• Show zero manual data entry process
• Demonstrate AI product matching
• Highlight automated notifications
• Show order fulfillment workflow
• Emphasize one-week setup timeline

Order Form Processing and Go-Live Protocol

Sales procedure for processing signed order forms and launching sites.

Receive Signed Order Form

Review Process

1. Review the order form:
   • Ensure all information has been filled out entirely
   • Ensure there are no mistakes
2. Call the customer to thank them for the signed order form
   • Let them know we received it and will be working on their site
   • Inform them if anything was missing and request complete resubmission

Upload and Processing

1. Upload the signed order form to the Sales Commission Page
2. Add detailed info to Order Notes section:
   • Unknown POS Version
   • Incompatible POS
   • Wants rentals & Custom development

Data and Site Generation

• After 48 hours check Spec 98 for data
• Once data arrives, site and business should populate within 24 hours
• If no Spec 98 data within 2 days: message Sarah/Chance for True Value follow-up
• Plug the populated Bus ID into the field
• After refreshing: Generate Monthly Invoice
• Enter Bus ID and refresh page
• Generate the First Monthly Invoice

Website Review

If checklist not completed after 48 hours:

• Follow up in the Liaison channel
• Request checklist completion
• Conduct the Checklist yourself
• Send Credentials

Employee Training and Go-Live Process

Protocol for employee training sessions and site go-live procedures.

Employee Training Protocol

Send Training Email Rules

• No training email will be sent to E2 or E2W
• No training email will be sent to PLUS packages

Training Session Process

• During employee training session, salesperson can click Go Live button
• This sends the customer the credentials
• Go Live Button automatically sends welcome email
• Email sender: support@ezadtv.com
• If issues arise, replies go to help desk
• Note: When Go Live button clicked, no email sent to customer (they already have credentials)

PLUS Packages Special Handling

Schedule/Follow Up on:

• Data Retrievals
• Consultations

Liaison Responsibilities

• Assist in scheduling
• Assist in rescheduling
• Handle reminder calls
• Update the sales team

Sales Team Responsibilities

• Follow up on leads in Leads Meeting & Sales Meeting
• Enter detailed notes on both pages (assists greatly)
• After completion: Employee Training scheduled with Onboarding for live training session

Final Go-Live Steps

1. Select the Green GO LIVE button
2. Claim your commission

Customer Training Resources

Post-training resources and tutorial recommendations.

Tutorial Access

• Inform customers they can access Tutorials for additional training anytime
• Available 24/7 for ongoing learning

Strongly Recommended Videos

Priority viewing after the session:

1. Onboarding Introductory Video
2. Basics of Ordering
3. Carousel Ads
4. Home Page Editor

Self-Service Learning

Tutorials enable customers to:

• Reinforce training concepts
• Learn advanced features independently
• Reference specific processes as needed

Session Completion and Go-Live Process

Final Training Steps

1. Order Fulfillment Demo - Demonstrate how to accept orders online
2. Q&A Session - Open the floor for questions
3. Go-Live Activation - Mark the customer as GO LIVE!

Completion Checklist

• Website walkthrough completed
• Admin portal access verified
• Key settings configured
• Order fulfillment demonstrated
• Customer questions addressed
• Customer marked as GO LIVE

Core Sales Pitch Framework

Complete pitch framework for presenting EZ-Commerce to prospects.

Pre-Call Setup

Have these tabs open before every demo:

• EZCommerce homepage
• Product detail page
• Custom page (e.g., Service & Repair)
• Store information page

The Complete Pitch

Opening Statement

"Let me introduce you to our state-of-the-art, all-in-one e-commerce solution: EZCommerce by EZ-AD TV."

Key Points to Cover

1. Industry-Specific Design

• Built for hardware retail
• Understands taxonomy and inventory needs

2. POS Integration

• Syncs products, prices, taxonomy, and quantity from your POS
• Works with major POS systems and Excel/CSV exports

3. AI Enhancement

• Matches data with 9M+ SKU database
• Adds professional product images
• Cleans up descriptions and titles

4. Beautiful Storefront

• Eye-catching landing page
• Detailed product pages for each item
• Advanced search facility
• Simple checkout process

5. Fulfillment Flexibility

• In-store pickup
• Local delivery
• Shipping options

6. Content Control

• Custom pages for services and promotions
• Banner creation
• Store information page with hours, address, phone

Closing Statement

"With our top-of-the-line onboarding staff, we can get you a fully functional e-commerce website from the ground up within one week."

Conference Room Usage Protocol

Guidelines for using conference rooms during data consultations and training sessions.

Required Call Setup

• Always dial the customer from the CRM and keep them on the phone while sharing your screen in the conference room
• This is required - all calls must be recorded for quality assurance

Conference Room Purpose

The conference room is to be used exclusively for:

• Providing employee training
• Supporting existing customers
• Working within the E1 platform

Session Management

Pre-Session Setup

• Always enter your conference room before the customer
• This ensures you have full control of the session
• Includes the ability to remove the customer if they do not exit the room on their own

Getting Assistance During Training

When assistance is needed at any point:

1. Ping Kevin or Sarah to check availability
2. Provide them:
   • The conference room link
   • A brief description of the issue needing attention

This allows them to join prepared and resolve the issue quickly.

Audio & Video Guidelines

Strict Requirements

• Do NOT enable your microphone in the conference room
• Do NOT enable your camera in the conference room
• The conference room should be used only for screen sharing
• All verbal communication must be conducted via phone through Kachooni

Communication Flow

SDR Quick Reference Checklist

Quick reference checklist for Sales Development Representatives.

Before Every Call

• ☐ Look up call ID
• ☐ Review existing contact information
• ☐ Google search business name
• ☐ Verify phone number (multiple sources)
• ☐ Check Facebook for activity
• ☐ Search for decision maker name
• ☐ Research business background/values
• ☐ Update notes in system
• ☐ Confirm information matches supplier data

During Every Call

• ☐ Use proper greeting
• ☐ Be actively listening
• ☐ Address all objections with rebuttals
• ☐ Answer all questions asked
• ☐ Take detailed notes
• ☐ Keep resources nearby
• ☐ Use proper closing

After Every Call

• ☐ Update notes immediately
• ☐ Update spreadsheet if needed
• ☐ Schedule follow-ups if applicable
• ☐ Enter order form if sale made
• ☐ Sync all systems with new information

Key Takeaways

Pricing Quick Reference

• Bronze: $75/mo (Setup: $250)
• Silver: $199/mo (Setup: $500)
• Gold: $399/mo (Setup: $1,000)

Sales Qualification Strategy

Two-question method and decision matrix for plan recommendations.

The Two-Question Method

Always ask these questions before recommending a plan:

Question 1: SKU Mix

"Does your inventory consist mostly of [Supplier] SKUs, or do you also carry SKUs from other vendors?"

Question 2: Online Shopping Preference

"Are you looking for a full online shopping experience, or just a browsing-only website?"

Decision Matrix

Follow-Up Questions (Critical)

After initial recommendation, confirm:

1. "How important is it to show your non-supplier SKUs online?"
   • If critical → Upgrade to Gold (needs POS)
2. "How important is it to show your own pricing vs. suggested retail price?"
   • If critical → Upgrade to Gold (needs POS)

Example Sales Call Script

Scenario: Bob's Store - 90% Supplier SKUs, No Online Shopping

SDR's Analysis: Bronze Plan recommended.

SDR continues: "Okay Bob, it seems like Bronze would work best. Now, you mentioned 10% are non-Emery Jensen SKUs—how important is it to show those online? And do you need your own pricing to show, or can you work with Emery Jensen's suggested retail price?"

SDR Note-Taking Best Practices

Guidelines for effective note-taking during sales calls.

Core Philosophy

"Treat it as transcribing the call" - Everything that happens needs to be documented in detail.

Why Notes Matter

• Helps entire team and company
• Enables better customer service
• Prepares SDRs for follow-ups
• Assists onboarding team after sale
• Supports liaisons in their work
• Sets team up for success
• Notes are the ONLY way to learn about a customer
• We are the face and voice of the company

Multiple Phone Numbers Protocol

When multiple numbers exist:

• List which number you dialed (1, 2, 3)
• Detail each call attempt
• Show which number was successful
• Note who was reached at each location

Example Note

Called #1 - went right to voicemail
Called #2 - TT/ Wendy (Gatekeeper) - transferred directly after asking questions, seemed skeptical
TT/ Mark (Decision Maker) - said he is really short staffed, seemed frustrated, pressed for time,
"afternoons are best" - offered Friday but was deterred when I had incorrect info -
try back after updating information

Information Updates

Detailed Note Format

Selected "PROMPT #"
TT/ Gatekeeper - asked for Sam - transferred
Bad connection
TT/ Sam Ransdell (Decision Maker)
Afternoons are best
Thursday 5pm EST is good for him
Asked for anything earlier: 3 PM Tuesday was the webinar final time
Confirmed email
POS: Epicor Eagle
Locations: 2

Consequences of Incomplete Notes

We short ourselves:

• Unprepared for follow-ups
• Unprepared for closes
• Unprepared for future calls
• Do not assist onboarding team
• Do not help liaisons whose jobs take place after us

What NOT to Do - Poor Example

BAD lead note: "This was a lead picked up from a previous employee"

What went wrong:

• No pre-call research conducted
• Did not reference nor update with info from True Value
• Did not make effort to find new number
• Simply dialed and moved on

Result: Waste of time and effort, disservice to customer

SDR Call Conduct Best Practices

Professional standards for SDR phone communications.

Opening the Call

Be Ready Immediately:

• Do NOT have a pause when customer picks up
• Have proper greeting prepared

Standard Greeting: "Hello, this is [YOUR NAME] from EZAD, how are you?"

During the Call

Active Listening & Response

• Be tuned in on every call
• Respond to what prospect/customer says
• Never ignore what's been said

Addressing Objections

Every objection needs a proper rebuttal.

Example Objection Handling:

• Customer: "I'm short staffed and frustrated"
• Response: "Hey no worries, I can give you a call back or we can work something out via email. It's no rush. Just let me know when you're ready and I can see if someone is available."

Process:

1. First respond to what customer says
2. Address their concern
3. ONLY THEN proceed with flow of conversation

Answering Questions

• Always address questions asked
• Spend time with the customer
• Be fully engaged and ready to help
• Keep resources at hand
• Use search functions for answers
• Ping colleagues for help if needed
• If you need help, verify their email and get answer to them via email after call

Resource Management

Keep These Within Reach:

• Training materials
• Product information
• Announcements
• Resources provided
• Search functions for quick answers

Closing the Call

Standard Closing: "Thank you for your time. Goodbye."

Core Values & Responsibilities

Required Attributes:

• Performing duties with intent
• Focusing on task at hand
• Attention to detail
• Follow through
• Asking for help
• Being a team player

Every Call Requirements

• Pre-call research
• Detailed notes
• Professional conduct
• Proper follow-through

Key Performance Metrics

1. Monthly sales growth
2. Calls & Emails per rep (daily, weekly, monthly)
3. Call Conversion Rate
4. Sales Cycle Length
5. Customer Retention

Google Merchant Center - Complete Guide

GMC integration policy, data limitations, and quota management.

GMC Integration Request

Ask client: Do you want to integrate with GMC? ☐ Yes ☐ No

Prerequisites for GMC Integration

MUST HAVE:

• POS integrated and showing product quantities updated regularly
• Physical location for the store
• Add to cart button on the site (transactions are possible - no catalog-only)
• Google Business Profile set up for Free Local Listing on GMC

Scope & Limitations

EZ-AD Responsibility

• Connecting the website/product feed to Google Merchant Center
• Configuring required basic feed settings
• Assisting with initial technical validation and submission

EZ-AD does NOT guarantee approval, indexing, or full product ingestion by Google.

Product Volume Limitations

• If the product catalog exceeds ~150,000 products, Google may limit or throttle product ingestion
• Full product submission is not guaranteed unless the client runs Google Ads campaigns or receives direct approval from Google
• Product limits are controlled solely by Google, not by EZ-AD

2026 Quota Guidelines

Default Product Limit

The standard default for a standalone account is 150,000 products.

• Google has implemented automatic quota adjustments
• As your account approaches the limit with good data quality, Google often increases it automatically

The "80% Rule"

To be eligible for a manual increase, you must be utilizing at least 80% of your current limit.

Default API Call Quota

• Rate Limit: 50,000 requests per minute per method
• Daily Quota: 2× your product quota (300,000 API calls/day for 150k products)
• Update Frequency: Update individual products no more than twice per day

How to Request Quota Increases

Eligibility Criteria

1. Quota Usage: Using at least 80% of current quota
2. Account Health: Under 20% disapproved/pending products
3. Policy Compliance: No active suspensions
4. Performance: Sufficient traffic and performance

Pre-Request Checklist

• ☐ Current quota utilization is 80% or higher
• ☐ Disapproved/pending products are under 20%
• ☐ No active account suspensions
• ☐ No policy violations on record
• ☐ Account demonstrates consistent, quality data management

Request Process

1. Access the Merchant Centre Help Centre
2. Locate the quota increase request form
3. Complete the form with accurate information
4. Provide justification for the increase
5. Submit and wait for Google's evaluation

Google Merchant Center - Complete Training Guide

Comprehensive training module for Free Listings and Free Local Listings setup for hardware retailers.

Overview

Google Merchant Center is a platform where retailers upload their product data to make it available to Google Shopping and other Google services. For hardware retailers using EZ-Commerce, GMC is crucial for:

• Increasing online visibility
• Driving traffic to their e-commerce site
• Competing with larger retailers
• Showcasing local inventory

Key Benefits for Hardware Stores

• Zero advertising cost for Free Listings
• Local inventory visibility for walk-in customers
• Competitive advantage against big box stores
• Enhanced search presence for hardware products

Free Listings Program

What are Free Listings?

Free Listings allow products to appear in Google Shopping results, Google Images, and the Shopping tab without paying for ads. This is especially valuable for hardware retailers with extensive product catalogs.

Where Free Listings Appear

1. Google Shopping Tab - Primary placement for product searches
2. Google Search Results - Shopping carousel and product snippets
3. Google Images - Product images with pricing information
4. YouTube - Product shelves on relevant videos

Requirements for Free Listings

• GMC account verified and in good standing
• High-quality product data with required attributes
• Compliant website with clear pricing and availability
• Professional product images

Free Listings Setup Steps

1. Enable Free Listings in GMC Settings
2. Configure surfaces (Shopping tab, Search, Images)
3. Set up product data feed with required attributes
4. Verify data quality and fix any policy violations

Key Attributes for Hardware Products

Required Attributes

Recommended for Hardware

• brand - Manufacturer name
• mpn - Manufacturer part number
• gtin - Barcode/UPC
• product_type - Custom categorization
• google_product_category - Google's taxonomy

Free Local Listings Program

What are Free Local Listings?

Free Local Listings showcase products available at physical hardware store locations, helping customers find items nearby for pickup or immediate purchase.

Where Free Local Listings Appear

• Google Maps - "Available nearby" sections
• Local Search Results - Product availability at local stores
• Google Business Profile - Product inventory integration
• Mobile Shopping - "Available nearby" filters

Requirements

• Physical store location with verified Google Business Profile
• Local inventory data integration
• Store pickup capability or in-store availability
• Accurate business information (hours, contact, address)

Local Inventory Feed Attributes

Setup Process for Hardware Retailers

Phase 1: Account Setup (Week 1)

1. Create GMC Account
   • Use business email address
   • Verify website ownership
   • Connect to Google Ads (optional but recommended)
2. Verify Business Information
   • Store name and address
   • Business verification process
   • Tax and shipping settings

Phase 2: Product Data Integration (Week 2)

1. EZ-Commerce Feed Setup
   • Configure automated product feed
   • Map product attributes correctly
   • Set up inventory synchronization
2. Product Data Quality
   • Review product titles and descriptions
   • Ensure high-quality images
   • Verify pricing accuracy

Phase 3: Local Integration (Week 3)

1. Google Business Profile Connection
   • Link existing business profile
   • Verify store location accuracy
   • Enable inventory features
2. Local Inventory Configuration
   • Set up store pickup options
   • Configure local delivery zones
   • Test inventory synchronization

Phase 4: Optimization & Launch (Week 4)

1. Data Quality Review
   • Fix disapproved products
   • Optimize product titles
   • Enhance product descriptions
2. Performance Monitoring Setup
   • Configure GMC reporting
   • Set up Google Analytics integration
   • Establish KPI tracking

Product Feed Optimization

Title Optimization for Hardware Products

Include: Brand name, Product type, Key specifications, Model number, Important features

Description Best Practices

• Start with key benefits for the specific trade/DIY use
• Include technical specifications (dimensions, materials, compatibility)
• Mention applications (what projects it's used for)
• Add warranty information when relevant
• Use keywords that contractors and DIYers search for

Image Requirements

• Minimum 100x100 pixels (recommended 800x800 or larger)
• White or lifestyle backgrounds
• Multiple angles for complex products
• Clear product visibility without excessive text overlays
• Accurate color representation

Category Mapping for Hardware

• Tools & Hardware > Power Tools > Drills
• Tools & Hardware > Hand Tools > Hammers
• Home & Garden > Lawn & Garden > Outdoor Power Equipment
• Tools & Hardware > Building Materials > Lumber
• Tools & Hardware > Plumbing > Fittings

Troubleshooting Common Issues

Product Disapprovals

Feed Processing Errors

Account Suspensions - Policy Violations

• Misleading content: Ensure accurate product descriptions
• Prohibited products: Review Google's prohibited items list
• Poor landing page experience: Ensure website functionality

Best Practices for EZ-Commerce Clients

1. Product Data Excellence

• Regular feed updates (at least daily for inventory)
• Seasonal optimization (adjust for peak hardware seasons)
• Competitive pricing monitoring and adjustment
• Rich product content with detailed specifications

2. Local Optimization

• Accurate store hours and holiday schedules
• Local inventory accuracy (sync with POS system)
• Store-specific promotions and pricing
• Local keyword optimization for service areas

3. Performance Monitoring

• Weekly GMC performance reviews
• Monthly product data quality audits
• Quarterly competitive analysis
• Seasonal campaign planning

4. Integration with EZ-Commerce Features

• Automated inventory sync between POS and GMC
• Bulk product updates through EZ-Commerce dashboard
• Multi-location management for chain hardware stores
• Promotional pricing synchronization

Training Checkpoints

Knowledge Check Questions

1. What's the difference between Free Listings and Free Local Listings?
2. Name 5 required attributes for hardware product feeds
3. Where do Free Local Listings appear to customers?
4. What are common causes of product disapprovals?
5. How often should product feeds be updated?

Practical Exercises

1. Setup Practice: Create a test GMC account and connect a demo store
2. Feed Creation: Build a sample product feed for 10 hardware items
3. Troubleshooting: Identify and fix common feed errors
4. Optimization: Improve product titles and descriptions for better visibility

Getting Started Checklist

For Team Members Supporting Clients

• Complete this training module
• Practice with demo GMC account
• Understand EZ-Commerce GMC integration features
• Know escalation process for technical issues
• Familiarize with hardware product categories

For Client Implementation

• Verify business information
• Set up Google Business Profile connection
• Configure product feed automation
• Test local inventory synchronization
• Monitor first week performance
• Schedule ongoing optimization reviews

Data Consultation Training - 10-Step Process

Simplified 10-step employee training process.

Step 1: Website Overview (Customer View)

Open the customer's website in customer view and provide a brief overview of the landing page, including:

• Top banner showcasing fulfillment options
• Store Info (About Us)
• Departments
• Brands
• Promotional widgets

Step 2: Admin Portal Access

Log in to the Admin Portal using the customer's credentials to:

• Confirm access works correctly
• Keep the EZ-Commerce Setup Page open in case live changes are needed

Step 3: Data Flow Education

Explain how data flows between the POS and the website:

• POS changes → reflect on the website
• Website changes → do NOT sync back to the POS

Step 4: Brand Settings Review

• Note that all brands display by default from the POS
• Explain that the Admin Brand Settings page directly correlates with the customer-facing Brand Page

Step 5: Enable Required Brand Toggles

Ensure these toggles are enabled:

• ✅ Brands Filter in Search Results
• ✅ Show Brand Logos

Step 6: Brand Visibility and Aliasing

Demonstrate:

• Disable brands the customer does not want visible
• Use Assign Alias to rename or group brands
• Special case: If products should remain visible while the brand is hidden, keep Show Products enabled

Step 7: Department Mapping Review

Explain:

• All departments pull from the POS
• Hiding or aliasing departments does NOT affect POS data

Step 8: Department Settings Adjustment

Adjust as needed:

• Hide quantity and price
• Disable ordering, delivery, or shipping
• Merge or rename categories using aliases
• Only hide what the customer agrees should not be public

Step 9: Product Editor Demonstration

Show how to:

• Edit detailed product information via SKU or the Edit button
• Clarify which fields sync from the POS

Step 10: Final Review & Questions

• Review all changes made during the session
• Confirm customer understands the key concepts
• Address any remaining questions
• Provide information about ongoing support resources

Nash Delivery Integration

Nash is a delivery integration system that connects the E-Commerce platform with Nash's delivery services.

Overview

• Nash provides an API that allows businesses to request and utilize Nash delivery services
• Acts as an intermediary layer between the E-Commerce platform and Nash
• Handles delivery quotes, order placement, tracking, and status updates
• Enables businesses to offer Nash delivery as a fulfillment option

Part 1: Configuration in Nash

Step 1: Configure Dispatch Strategy

Configure your Dispatch strategy and/or workflows/automations in your Nash dashboard (can be discussed with Nash support).

Step 2: Generate API Key

1. In Nash, navigate to Settings > API Keys
2. Click Create a new API Key
3. Configure:
   • Key Name: EZAD ecomm
   • Description: integration with EZAD ecommerce
   • Organization: Select your organization
   • Feature Groups: Set "Read and Write" for Dispatch Strategy, Deliveries, Webhooks
4. Click Save
5. Store the API Key (starts with nsh-...)

Step 3: Copy Organization ID

1. Return to Settings > API Keys list
2. Hover over your organization name in the Organization column
3. Click the copy icon
4. Store the Organization ID (starts with org_...)

Step 4: Setup Webhook

1. Navigate to Settings > Webhooks
2. Click Add Endpoint
3. Configure:
   • Endpoint URL: https://api.ezadlive.com/nash/webhook/[YOUR_SLUG]
   • Subscribe to Events: courier_location.updated, courier_name.updated, delivery.* (all)
4. Click Create
5. Click the eye icon to reveal the webhook secret
6. Store the Webhook Secret (starts with whsec_...)

Part 2: Configuration in EZAD Website

1. Log into your website admin panel
2. Navigate to Website Settings > General Settings > Fulfillment Options
3. Locate the Nash section and click Configure

Step 1: Enter Webhook Secret

Under Webhook Setup > Webhook secret, paste the webhook secret (starts with whsec_...)

Step 2: Enable Nash Integration

Toggle the switch to Enable Nash integration

Step 3: Add API Key

1. Click Manage Keys
2. Click Add API Key
3. Key Name: Production (or Live)
4. API Key Value: Paste the API key (starts with nsh-...)
5. Click OK

Step 4: Select API Key

In the API Key dropdown, select the Production key

Step 5: Enter Organization ID

In the Nash's Org ID field, paste the Organization ID (starts with org_...)

Step 6: Configure Fallback Options

Review the Fallback dimensions/weight option and configure according to your site's needs

Step 7: Set Pickup Instructions (Optional)

Set specific pickup instructions to help Nash couriers identify where to collect orders

Technical Details

Nash Enabled States

Security Features

• Webhook signature verification using HMAC-SHA256
• Redis-based replay attack prevention with 5-minute window

Order Management

• Automatic order shipping status updates based on Nash webhook notifications
• Real-time quote retrieval during checkout

Nash Dashboard

Nash separates concepts in their portal into two distinct areas: Orders and Deliveries. Understanding this distinction is important when viewing activity in the Nash dashboard.

Orders vs Deliveries in Nash

Orders in Nash represent draft/pre-dispatch records. These could be:

• A cart order (customer still shopping)
• A placed order (customer submitted but not yet paid)
• A paid order that hasn't been fulfilled yet in our admin

Deliveries in Nash represent orders that have been:

• Placed by the customer
• Paid for successfully
• Fulfilled (completed) in our admin panel

Only after fulfillment completion does a Nash Order become a Nash Delivery.

Nash Delivery - Cutoff Times & Delivery Windows

This section explains the timing rules that determine whether an order qualifies for same-day or next-day delivery via Nash.

Cutoff Time for Same-Day Delivery

6:00 PM EST (11:00 PM UTC)

• Orders placed BEFORE 6:00 PM EST get same-day delivery (if delivery window allows)
• Orders placed AT OR AFTER 6:00 PM EST get next-day delivery

Why 6:00 PM EST?

The 6:00 PM cutoff is based on store operational constraints:

• Stores close at 9:00 PM EST
• Staff needs 2 hours to prepare orders after they are placed
• Nash drivers need 1 hour to arrive at the store and pickup the order
• Result: Orders placed after 6:00 PM don't have enough time (3 hours needed) before store closing at 9:00 PM

Delivery Window

2:00 PM - 9:00 PM EST (14:00 - 21:00 UTC) - All Nash deliveries are scheduled within this window.

Business Rules

Same-Day Delivery Scenarios

Next-Day Delivery Scenarios

Technical Details

• UTC Conversion: All times are converted to UTC for Nash API communication
• Future Scheduling: Delivery windows are always scheduled in the future
• Window Adjustments: Late same-day orders may have adjusted (shorter) delivery windows
• Automatic Next-Day: If less than 3 hours remain in the delivery window, the order is automatically scheduled for next day

POS System Pointers

Important information about POS systems, data quality, and the EZ-AD Report Card.

POS System Overview

The POS system is the central source of truth for a store's product data. Each store's POS contains thousands of items unique to that specific location.

Examples of POS Scale

This highlights how critical POS integration is for accurately representing a store's full inventory online.

POS Data Quality & the EZ-AD Report Card

Common POS Data Challenges

Most stores do not maintain high-quality data within their POS systems. Common issues include:

• Incorrect or missing quantities
• Poor or inconsistent taxonomy
• Missing or low-quality images
• Incomplete titles and descriptions
• Missing specifications (weight, dimensions, etc.)

EZ-AD Data Report Card

The report card:

• Breaks down all POS data fields
• Clearly identifies data pain points
• Highlights gaps in inventory accuracy, taxonomy, images, and product content

All data fields can be exported, allowing the store to:

• Upload or improve images
• Enhance titles and descriptions
• Correct product attributes

EZ-AD also provides solutions for the majority of common POS data issues.

Product Data Definitions

Supported POS Systems

Overview of EZCommerce POS integration capabilities and supported systems.

Directly Supported POS Systems

We have built-in integration support for the following POS systems:

• Epicor Eagle
• Rock Solid Classic
• Rock Solid Max
• Spruce
• Transact
• QuickBooks

Custom Integration Options

For Unsupported POS Systems

Even if a client uses a POS system not on our supported list, we can still integrate IF their system can:

• Export inventory files
• Generate inventory reports
• Export data in Excel format
• Export data in CSV format

Integration Process

When clients have alternative POS systems that meet the export requirements:

1. Client exports their inventory data in compatible format (Excel/CSV)
2. We integrate the exported data into our system
3. Client's website stays synchronized with their inventory

Key Benefits

• Flexible Integration: Not limited to only directly supported systems
• Data Compatibility: Can work with any system that exports standard formats
• Inventory Synchronization: Maintains accurate product and stock information
• Expanded Client Base: Can serve clients regardless of their POS choice

POS System Categories

Overview of POS systems categorized by integration ease and reliability.

POS systems are divided into two main categories based on how easy it is to retrieve, manage, and troubleshoot data.

Best POS Systems

These systems make it easy to retrieve POS data, integrate it cleanly into the website, and quickly debug issues:

Other POS Systems

These systems are more complex, slower, and more dependent on the store to maintain data accuracy:

RockSolid Classic Details

• Fully supported by EZ-AD Data Syncer
• Reliable and automated data flow
• Low maintenance requirements
• One of the most straightforward integrations available

TransAct Details

• Uses direct API integration
• Customer initiates data sharing with a simple button click
• Data flows automatically into the system
• Minimal customer effort required
• No complex setup procedures

EZ-AD Data Syncer

Primary method for retrieving POS data from stores.

Overview

• Developed and maintained by EZ-AD
• Most preferred method when supported by the store's POS system
• Provides automated, reliable data synchronization

How It Works

1. Installation: Installed directly on the store's POS computer
2. Data Collection: Automatically pulls data from the POS system
3. Data Transfer: Sends data to EZ-AD on a scheduled basis
4. Automation: Minimal manual intervention required

When to Use

• This is the preferred method when the store's POS system supports it
• Provides the most reliable and consistent data flow
• Reduces manual work for store staff

Benefits

• Automated data retrieval
• Scheduled synchronization
• Direct integration with POS
• Maintained by EZ-AD team

TransAct Direct Feed

For stores running TransAct POS systems, a specialized direct feed integration is available:

• Direct API/AI-based calls to retrieve data
• Integrated directly with the website platform
• Real-time or near real-time data synchronization

Custom POS Systems

For custom POS systems not supported by the Data Syncer:

• Daily custom report generation required
• Manual uploads to FTP
• Store staff must be trained on report generation
• Consistent daily maintenance required

Epicor Eagle Integration

Guide for Epicor Eagle POS integration.

Category: Best POS System

Epicor Eagle can be used with or without Compass, each requiring different approaches.

Without Compass (Recommended)

• Data retrieved easily using EZ-AD Data Syncer
• Minimal setup required
• Straightforward integration process

With Compass

• Requires additional setup steps
• Issues must often be debugged first
• Best approach: Contact Epicor technical support first
• Once resolved, data retrieval proceeds smoothly

Epicor Eagle Browser & Compass Data Export Setup

Complete setup guide for configuring EZ-Commerce data exports from Epicor Eagle via Compass.

Overview

This document provides a detailed, step-by-step setup guide for configuring EZ-Commerce data exports from Epicor Eagle via Compass. It is intended for store operators, IT staff, or onboarding specialists who need to reliably send complete inventory data to EZ-Commerce.

Primary Objectives

• Ensure a full, unfiltered product data dump
• Export the correct columns required for pricing, inventory, and promotions
• Automate delivery using scheduled exports
• Send data securely via Email or FTP
• Verify successful execution and troubleshoot issues

0. Launching Epicor Compass & Eagle Browser

This process begins inside Epicor Compass, using a built-in tool called Eagle Browser. Eagle Browser is the environment where queries, schedules, and export tasks are created.

Step 1: Open Epicor Compass

• Locate the Epicor Compass icon on your desktop or system menu
• Double-click Epicor Compass to launch the application
• Log in using your assigned Compass credentials

Step 2: Open Eagle Browser

• Once logged in, navigate to Eagle Browser
• This may be accessible via a menu option, toolbar icon, or shortcut within Compass
• Double-click Eagle Browser to open it

Eagle Browser is where you will:

• Build and edit queries
• Preview data exports
• Create schedules
• Configure address book contacts
• Build tasks using the Task Wizard

1. Query & Data Preview Setup

Purpose of the Query

The query determines what data is exported and which columns are included. This is the foundation of the entire sync process.

Refresh & Data Validation

• Click Refresh to generate a preview of the report
• A warning pop-up should appear before the preview loads

Why the Pop-Up Matters

This pop-up confirms that the system is attempting to load a large, complete dataset. If the pop-up does not appear, it typically means:

• The store has fewer than ~15,000 products (uncommon), or
• Filters were accidentally applied to the query

Best Practice

• Always send all products, even discontinued or zero-quantity items
• Click Stop once the preview appears to review columns without fully loading the dataset

2. Key Columns to Export

These columns have been investigated and confirmed as the best baseline export for EZ-Commerce.

3. Adding or Modifying Columns

Accessing Additional Fields

• Go to Dimensions > Item
• Browse available attributes or use the Search tool
• Double-click a field to add it to the export

Common Optional Additions

• Category / Department
• Brand
• Size or Weight
• Tax Class
• Cost Variants

4. Saving the Query

When to Save

Save the query whenever columns are added or removed, column order is changed, or any configuration is adjusted.

Save Options

• Save as New Query: Recommended for testing or backups
• Overwrite Existing Query: Acceptable once configuration is finalized

Tip: Keep one untouched "master" query for recovery purposes.

5. Creating a Schedule

The schedule controls when and how often data is sent.

Recommended Schedule Strategy

• Frequency: Daily
• Start Time: ~1 hour after store opens
• Avoid first hour of operation (high POS activity)

Example Configuration

• Store opens: 8:00 AM
• Schedule start: 9:00 AM

Repeat Settings

Use Repeat Every to send updates throughout the day:

• Every 3 hours (high-volume or promo-heavy stores)
• Every 6 hours (standard)
• Every 12 hours (low-change environments)

End Time & Dates

• Set an end time near store closing (e.g., 9:00 PM)
• Effective Date: Today (or go-live date)
• Name clearly (e.g., EZ-Commerce Schedule)

6. Address Book Setup (Delivery Configuration)

The Address Book defines where the data is sent.

Creating a Contact

1. Open Address Book
2. Add New Contact
3. Name: EZ-Commerce (or similar)

Delivery Methods

7. Task Creation (Data Export Engine)

The task connects the query, schedule, and delivery destination.

Task Wizard Setup

1. Open Task Wizard
2. Create New Task
3. Name example: EZ-Commerce Data Dump

Task Settings

• Action: Export Data
• Select the saved query
• Format: CSV ONLY (Excel will truncate large datasets)
• File Name: Auto-generated (recommended)

Final Review

Confirm correct query, CSV format, correct destination, and correct schedule. Optionally click Execute Now to test immediately, then click Finish to activate.

8. Monitoring & Troubleshooting

Task Execution Queue

• Shows current activity: Pending, In Progress
• Task disappears from queue when successful
• "Last Run" timestamp appears under Scheduled Tasks

Common Issues

Key Takeaways

Epicor Eagle Browser - Export Columns Reference

Comprehensive list of available export columns in Eagle Browser for EZ-Commerce integration.

Overview

When setting up data exports in Eagle Browser (Epicor Compass), there are numerous columns available for selection. This reference provides a comprehensive list of available columns that can be exported to EZ-Commerce.

Core Available Columns

Product Identification

Product Information

Pricing Fields

Inventory & Stock

Product Organization/Taxonomy

Vendor Information

Product Status & Dates

Extended Available Columns

Beyond core product data, Eagle Browser provides access to many additional fields:

Sales & Transaction Data

• Salesperson - Sales associate information
• Clerk - Clerk/cashier information
• Sales Detail - Detailed sales transaction data
• Terminal - POS terminal information

Financial & Accounting

• G/L Budget Code - General Ledger budget codes
• G/L Company - General Ledger company information
• G/L Account - General Ledger account details
• Gift Card Transaction - Gift card related transactions

Document Management

• A/R Document - Accounts Receivable document references
• Detail Document # - Detailed document numbers
• Header Document # - Header document numbers

Inventory Management

• ITR Inventory - Inventory transfer records
• Vendor - Additional vendor-related fields

Column Selection Strategy

Required Core Columns (Always Include)

• Item Number
• UPC Code
• Item Description
• Retail Price
• Quantity on Hand

Highly Recommended Columns

• Promotion Price
• Loyalty Promo Price
• Manufacturer
• Vendor Name
• Department Name
• Discontinued Item
• Selling U/M
• Date Added
• Date of Last Sale

Optional Enhancement Columns

• Replacement Cost
• Location
• Department Code
• Class Code
• Fineline Code
• Fineline Name
• Vendor Code
• Date Old Promo End

How to Find Additional Columns

Using the Search Function

1. In Eagle Browser, go to Dimensions > Item
2. Use the Search tool to look for specific data types
3. Search terms might include: "Sales", "GL", "Document", "Inventory", "Vendor"

Browsing Available Fields

• Browse through all available dimensions and categories
• Many fields may not be immediately obvious but can provide valuable data
• Double-click any field to add it to your export query

Best Practices

Technical Considerations

• More columns = larger file sizes (consider FTP for extensive exports)
• Some advanced columns may be empty depending on POS configuration
• Always test with Refresh to ensure full dataset loads (15,000+ item popup)

Integration Benefits

Having access to all these columns allows EZ-Commerce to provide:

• Enhanced Product Matching - Multiple identifiers improve accuracy
• Better Categorization - Department/Class/Fineline data helps organize products
• Pricing Intelligence - Multiple price points enable sophisticated pricing strategies
• Inventory Management - Location and U/M data improves fulfillment
• Product Lifecycle Tracking - Date fields help identify trends and inactive products
• Advanced Analytics - Sales, GL, and document data enable deeper business insights
• Multi-location Support - ITR and location data supports complex inventory scenarios

Epicor Eagle Browser - Boilerplate Templates

Pre-configured export templates for standardized data exports from Epicor Eagle Browser.

Overview

To improve efficiency and standardize data exports, we maintain pre-configured boilerplate templates with commonly used column combinations. These templates can be quickly deployed during client setup, reducing configuration time and ensuring consistent data quality.

Standard Boilerplate Templates

1. Essential Export (Minimal)

Use Case: Small stores, basic e-commerce needs, or technical limitations

2. Standard Export (Recommended)

Use Case: Most common deployment, balanced data vs. performance

3. Complete Export (Maximum Data)

Use Case: Large stores, advanced e-commerce features, data analytics

4. Multi-Location Export

Use Case: Stores with multiple locations or warehouses

5. Promo-Heavy Export

Use Case: Stores with frequent sales, loyalty programs, complex pricing

6. Accounting Integration Export

Use Case: Stores needing detailed financial/accounting data integration

Implementation Process

Step 1: Template Selection

During client consultation, determine:

• Store size (item count)
• Business complexity
• E-commerce goals
• Technical capabilities
• File transfer preferences

Step 2: Template Deployment

1. Access saved queries in Eagle Browser
2. Select appropriate boilerplate template
3. Customize if needed (add/remove specific columns)
4. Test with Refresh (verify 15K+ popup appears)
5. Save as client-specific query

Step 3: Template Customization

Common modifications:

• Remove columns not used by client
• Add store-specific fields discovered through search
• Adjust based on available data in their system
• Optimize for file size constraints

Template Management

Naming Convention

• EZC_Essential_Template
• EZC_Standard_Template
• EZC_Complete_Template
• EZC_MultiLocation_Template
• EZC_PromoHeavy_Template
• EZC_Accounting_Template

Version Control

• Version 1.0: Initial template creation
• Version 1.1: Minor column additions/removals
• Version 2.0: Major template restructuring

Efficiency Benefits

Time Savings

• Setup Time Reduction: 60-80% faster than custom configuration
• Standardization: Consistent exports across clients
• Error Reduction: Pre-tested column combinations
• Training: New team members can deploy quickly

Quality Improvements

• Proven Combinations: Templates based on successful deployments
• Complete Data: Ensures important fields aren't missed
• Performance Optimized: Column combinations tested for export speed
• Compatibility: Verified to work with EZ-Commerce processing

Customization Guidelines

When to Customize Templates

• Client has unique data requirements
• Specific POS modules enabled/disabled
• File size constraints (email vs. FTP limitations)
• Performance considerations (very large inventories)
• Integration requirements (specific accounting/sales needs)

Safe Customization Practices

1. Start with closest template (don't build from scratch)
2. Add columns incrementally (test after each addition)
3. Document customizations (for future reference)
4. Verify data population (ensure custom columns have data)
5. Test full export cycle (query → schedule → task → delivery)

Deployment Checklist

Pre-Deployment

• Client requirements assessed
• Appropriate template selected
• Template customized if needed
• Test refresh shows 15K+ popup
• Query saved with clear name

Post-Deployment

• Schedule configured appropriately
• Delivery method tested (email/FTP)
• Task execution verified
• Client notified of completion
• Template performance documented

Epicor Compass - Data Transfer Methods

Guide for Email vs FTP data transfer configuration in Epicor Compass.

Overview

Epicor Compass provides two primary methods for transferring data exports to EZ-Commerce: Email delivery and FTP transfer. The choice depends primarily on file size and inventory volume.

Transfer Method Selection

Task Wizard Setup Process

Step 1: Launch Task Wizard

1. Open Task Wizard in Eagle Browser
2. Click Create New Task

Step 2: Basic Task Information

1. Name: Enter descriptive task name (e.g., "EZ-Commerce Data Export")
2. Description: Enter task description (e.g., "Daily inventory export for EZ-Commerce integration")
3. Click Next

Step 3: Select Export Action

1. Select Export Data
2. Click Next

Step 4: Query Selection

1. Select the Query: Choose your configured export query
2. Use boilerplate template or custom query
3. Ensure query includes all required columns
4. Click Next

Step 5: Export Options

1. Leave the next window blank (default settings)
2. Click Next

Step 6: File Format Configuration

1. File Format: Select CSV File
2. File Name: Select Auto-Generate
3. Click Next

Email Delivery Setup

Address Book Configuration

1. Go to Address Book
2. Click Add New Contact
3. Contact Information:
   • Name: EZ-Commerce (or descriptive name)
   • Email: Enter EZ-Commerce provided email address
   • Method: Email
4. Click Save

Task Wizard Email Selection

1. In Task Wizard delivery step
2. Select Email delivery method
3. Choose EZ-Commerce contact from address book
4. Confirm email address is correct
5. Click Add

FTP Transfer Setup

Address Book FTP Configuration

1. Go to Address Book
2. Click Add New Contact
3. Contact Information:
   • Name: EZ-Commerce FTP (or descriptive name)
   • Method: FTP Transfer
4. FTP Details (provided by EZ-Commerce):
   • FTP Path: [EZ-Commerce FTP server path]
   • Username: [Provided username]
   • Password: [Provided password]
   • Port: [If specified]
5. Check "Use Passive Mode" (bypasses firewalls)
6. Click Test Connection (if available)
7. Click Save

Task Wizard FTP Selection

1. In Task Wizard delivery step
2. Select FTP Transfer delivery method
3. Choose EZ-Commerce FTP contact from address book
4. Confirm FTP settings are correct
5. Click Add

Task Monitoring

Selected Task Tab

After completing Task Wizard setup:

1. Navigate to Selected Task tab
2. View Active Tasks: Shows all configured export tasks
3. Monitor Progress: Task status (Pending, In Progress, Completed), Last execution time, Next scheduled run
4. Query Progress: Real-time status of data export

Task Execution Queue

• Check Task Execution Queue for active transfers
• Status Indicators:
  • Pending: Task queued for execution
  • In Progress: Currently transferring data
  • Completed: Task finished successfully

Best Practices

File Size Planning

• Estimate inventory size before choosing method
• Test with sample export to gauge file size
• Consider growth: Plan for inventory expansion

Email Delivery Best Practices

• Verify email addresses before scheduling
• Test manual execution before automating
• Monitor email delivery for bounces/failures
• Have backup FTP method ready if files grow

FTP Transfer Best Practices

• Test FTP connection during setup
• Use passive mode to avoid firewall issues
• Verify credentials with EZ-Commerce team
• Monitor transfer completion in execution queue
• Document FTP settings for future reference

General Recommendations

• Schedule during off-peak hours (avoid first hour of operation)
• Monitor first few executions to ensure reliability
• Document configuration for troubleshooting
• Set up alerts for failed transfers (if available)

Common Issues & Solutions

Email Delivery Issues

FTP Transfer Issues

General Issues

File Size Guidelines

Setup Checklist

Pre-Setup

• Inventory size assessed (email vs FTP decision)
• EZ-Commerce contact information obtained
• FTP credentials tested (if using FTP)
• Query configured and tested

During Setup

• Task Wizard completed with correct settings
• CSV format selected (not Excel)
• Auto-generate file naming enabled
• Address book contact configured correctly
• Delivery method tested

Post-Setup

• Task appears in Selected Task tab
• Manual execution tested successfully
• Schedule configured appropriately
• First automated execution monitored
• EZ-Commerce confirms data receipt

TransActPOS Integration

Overview of TransActPOS as a complete business retail system.

Overview

TransActPOS is a comprehensive business retail system designed to manage all retail needs, from mom-and-pop hardware stores to full-scale home centers complete with lumber, rental, and service departments.

Core Mission

Your inventory is your single greatest investment. TransActPOS helps you get the most out of every dollar spent by providing comprehensive inventory management and operational tools.

Key Features

Inventory Management

Purchase Order Module

• Order from multiple vendors
• Calculated minimums and recommended reorders
• Build and receive orders through handheld application
• Streamlined ordering process

Adding Inventory

• Electronic catalog integration
• Auto-adding through point-of-sale
• Handheld application support
• Purchase order integration

Inventory Maintenance

• Electronic catalog price updates
• Mass price changes
• Vendor promotions management
• Special pricing controls

Point of Sale

Simple and Easy-to-Use Interface

• Multiple item entry methods
• Various payment method acceptance
• Customer-specific request handling
• Quote generation
• Sales order creation
• Special order management

Rental Module

• Rental calendar with bird's-eye view of all rentals
• Rental wizard for simplified processes
• Complete rental inventory tracking

Service Module

• Track inventory tied up in service
• Warranty billing management
• Seamless integration with rental items
• Complete service workflow support

Multi-Store Management

• Manage multiple stores and locations
• Share customers across locations
• Unified inventory management
• Consolidated reporting across all locations

Reporting & Communication

• Various reporting features
• Automated daily reports
• Email delivery of reports
• Customizable favorite reports
• Customer invoice and statement email delivery

Support & Maintenance

• 24/7 US-based trained staff available
• Comprehensive maintenance plan included
• Automatic program updates
• Training services
• Online Help Center access
• Video library access

Scalability

TransActPOS accommodates businesses of all sizes:

• Small mom-and-pop operations
• Large home centers
• Any level of computer-based POS experience
• Any breadth of inventory

Inventory & Catalog Integration

Overview of how EZ-Commerce integrates in-store inventory and supplier catalogs.

EZ-Commerce integrates both in-store inventory and supplier catalogs to give customers a complete view of product availability—without requiring phone calls or in-person visits.

Dual Inventory Sources

EZ-Commerce connects to:

• Point-of-Sale (POS) systems to pull in-store inventory quantities
  • Examples: RockSolid, Epicor, Paladin, Transact
• Supplier catalog feeds to display special-order items from distribution warehouses
  • Examples: True Value, Orgill, Do It Best, Ace, Emery Jensen

This approach allows customers to see what is available in-store and what can be special ordered from suppliers in one unified shopping experience.

Department Mapping for Catalogs

POS categories and supplier catalog categories are aligned using the Department Mapping Tool.

This mapping:

• Matches supplier categories to existing POS departments
• Ensures consistent navigation across all product sources
• Creates a seamless browsing experience for customers

Whether products come from in-store inventory or a supplier catalog, shoppers experience a single, unified category structure.

How Supplier Catalogs Work

Supplier catalog feeds are refreshed every 24 hours to maintain accurate warehouse availability.

Catalog feeds include:

• Product titles
• SKUs
• Descriptions
• Images
• Warehouse availability

Local distribution warehouses are linked directly to the website, allowing customers to see which items are available for special order at the supplier level.

Special Order Products & Settings

Products that are not stocked in-store but are available from suppliers are displayed as special-order items.

Key features include:

• Clear labeling on product pages to indicate special-order status
• Displayed fulfillment timelines based on supplier availability
• Configurable Special Order Settings within the admin panel

Stores can tailor fulfillment expectations to match their supply chain. For example:

• If supplier trucks arrive weekly, the site can reflect a 7-day special-order fulfillment estimate

This transparency sets accurate customer expectations and improves the ordering experience.

Supplier Catalog Integration

How supplier catalog data integrates with your e-commerce store.

Dual Data Sources

Result: Customers see complete catalog—both in-stock and available-to-order items.

Supported Suppliers

• True Value
• Do It Best
• Emery Jensen
• Orgill
• Ace Hardware

How It Works

Catalog Feeds

• Updated every 24 hours
• Includes: SKUs, titles, descriptions, images, warehouse availability, quantities

Warehouse Linking

• Each supplier has multiple regional warehouses
• EZCommerce links to your local supplier warehouse
• Customers only see products actually available from your supplier

Example: Florida store linked to Florida True Value warehouse sees only products available from that specific warehouse.

Department Mapping Integration

In the Department Mapping Tool:

• Some departments come from POS system
• Some departments come from supplier catalogs
• Customer sees unified navigation (doesn't know or care about source)

Example

• "Hardware" → From POS
• "Paint & Sundries" → From True Value catalog
• "Plumbing" → From POS
• "Electrical" → From True Value catalog

Special Order Timeline

Location: Website Settings → General Settings → Special Order Items

Customization

• Adjust timeline based on your delivery schedule
• If you receive deliveries once/week: Set to "5-7 business days"
• If you receive deliveries twice/week: Set to "3-5 business days"

EJD Ship to Home Setup

EZ-E account setup and onboarding procedure for EJD Ship to Home.

Overview

EJD Ship to Home allows stores to route eligible ecommerce orders directly to EJD for fulfillment.

1. Store Sign-Up & Internal Request

• Store signs up for EJD Ship to Home
• Sales team submits a request to the EJD Team to create an EZ-E account
• Store is added to DB-Table EZ-E tracking
• EJD team receives daily email reminder to complete setup

2. Onboarding Team – Initial Store Contact

Purpose

To obtain the correct EJD portal credentials required for Ship to Home setup.

Required Credentials

• The main EJD portal admin credentials

Key Notes

• Creation of EZ-E credentials by the EJD team can take several weeks
• Onboarding team can monitor progress in the EJD portal once admin credentials are provided

3. Verifying EZ-E Account Creation

1. Log in to the EJD portal using the admin credentials provided by the store
2. If the EZ-E account is active, it will be visible immediately upon login
3. No external confirmation is required once the EZ-E credentials appear in the portal

4. Request to Enable EJD Ship to Home in Ecommerce

Once the EZ-E account is confirmed as active:

1. Submit a request in the Ecommerce Customer Issues channel
2. Tag Dusky and request enabling EJD Ship to Home for the store
3. Wait for confirmation from Dusky before proceeding

5. Store Setup Session – Enabling EJD Ship to Home

Step-by-Step Configuration

1. Log in as Admin
2. Navigate to Website Settings
3. Click EJ Ship to Home
4. Click Enable
5. Log in using EZ-E credentials (username and password)

6. Order Routing Options

7. Handling Fee Configuration

Decision Points

• Stores must decide whether the handling fee should be enabled or disabled during setup
• This is a store decision and should be explicitly confirmed during the onboarding session
• Typically, stores apply a handling fee of 10–15%

Microsoft Authenticator Setup

Instructions for setting up Microsoft Authenticator for secure admin access.

Overview

For secure admin access, all team members must set up Microsoft Authenticator on their mobile phone for two-factor authentication.

Setup Instructions

1. Download Microsoft Authenticator app on your phone
2. Configure the app for your admin account during the login setup process
3. Use the authenticator for secure admin login verification

Security Benefits

• Adds an extra layer of security beyond just username/password
• Protects admin accounts from unauthorized access
• Required for all administrative functions

Admin Portal Access

Guide for accessing the admin portal and login process.

Login Process

1. Navigate to steveland.ezad.io
2. Click "Sign In" or add /admin to URL
3. Enter credentials (email format: steveland@ezadtv.com)
4. Complete two-factor authentication via Authenticator app
5. Access admin dashboard

Security Requirements

• Keep credentials secure
• Ensure 2FA is set up before first login
• Use company email format for all accounts

Admin Portal During Training Sessions

Login Steps

• Log in to the Admin Portal using the customer's credentials
• This reassures the customer that their login credentials work correctly

Best Practice

• Keep the EZ-Commerce Setup Page open during training
• This allows for real-time changes if needed during the session

Purpose

• Validates customer access
• Provides immediate troubleshooting capability
• Builds customer confidence in the system

Subaccounts & Permissions

Guide for creating individual logins for employees with role-based access.

Purpose

Create individual logins for employees with role-based access to the admin portal.

How to Create

1. Go to Subaccounts in admin portal
2. Click "Add User"
3. Enter employee information
4. Set permission levels

Example Scenarios

Product Editor

Guide for editing product information and understanding data behavior.

Overview

The Product Editor allows editing of detailed product information pulled from the POS or catalog.

Recommended Access Method

The best way to access the Product Editor is NOT from the Admin side. Instead:

1. Click on the product from the Customer side
2. Select the Edit Product button available on each product
3. This automatically opens the Product Editor with that specific product loaded

Alternative Access Methods

1. Enter a SKU directly in the Product Editor search
2. Click the Edit button directly from the product page

Editable Options

The following can be modified in the Product Editor:

• Product images
• Promotional price
• Quantity
• Messaging
• Online-only price

Data Behavior Rules

• Fields are continuously updated from the POS unless a custom entry is made
• Any changes made in Product Editor:
  • Affect only the website
  • Do NOT update the POS

Refresh Button Behavior

• Toggling the Refresh button will revert all changes back to the data from the store's POS system
• Make sure the store knows this option exists

Product Images

• If a product has no image, the store can upload one
• Tip: Searching the product UPC on Google will usually return an image (about 9 out of 10 times)
• If not found, the store must upload an image manually

Pricing Rules

Restricted Fields

Never change these fields:

• SKU (grayed out)
• Warehouse Cost (grayed out)

Online-Only Price Strategy

Recommended as a strategy to:

• Drive online traffic
• Encourage online ordering
• Better control fulfillment timing
• Manage in-store traffic flow

Business Benefits

Using online-only pricing helps retailers:

• Differentiate online vs. in-store experience
• Create incentives for digital adoption
• Optimize operational efficiency

Brand Settings

Guide for managing brand visibility and settings.

Default Behavior

All brands are shown by default, based on data from the POS.

Critical Data Flow Understanding

Recommended Enabled Settings

Always ensure the following are toggled Enabled:

• Brands Filter in Search Results
• Show Brand Logos

Brand Visibility Controls

Quick Visibility Toggle

Anything the customer does not want visible can be disabled with one click.

Brand Logos

• The system supports logo uploads for brands
• Larger, well-known brands (e.g., Helmet, Weber) typically already have logos
• Smaller vendors usually do not have logos initially and may require manual uploads

Assign Alias Feature

The Assign Alias feature serves two key purposes:

1. Renaming brands for cleaner or more consistent display names
2. Combining multiple brands under a single brand category

How Aliasing Works

• When brands share an alias, they are automatically grouped together on the customer side
• This helps consolidate related brands, clean up brand organization, and improve customer navigation

Brand Naming and Grouping

• To rename or group brands, use Assign Alias
• This page directly correlates with the Brand Page on the website
• Any Admin Portal changes are reflected immediately on the site

Special Use Case

If a store wants products visible but the brand hidden from the Brand page:

Solution: Disable the brand but keep Show Products enabled.

Real-Time Updates

All changes made in the Admin Portal are reflected immediately on the website.

Department Mapping

Guide for organizing products using the hierarchical category structure and department mapping functionality.

Category Hierarchy Structure

The product organization follows this hierarchy:

1. Department (top level)
2. Classes (sub-categories under departments)
3. Fineline (most specific product categories)

Department Mapping Feature

Purpose

Department mapping allows stores to merge and organize their product categories for better customer navigation.

Key Functionality: Merging Departments with Aliases

• Problem: Stores may have multiple departments with the same or similar names
• Solution: Use department mapping to assign aliases
• Result: Customers see one unified category even though the store's backend has separate departments

SKU Settings Control

Within department mapping, you can adjust various settings for SKUs through the menu:

Product Visibility Controls

Transaction Controls

Pricing Controls

• Override Tax Rate: Set custom tax rates for specific products or departments

Website Option Settings

Key points about department mapping in website settings.

Initial Load Time

• Department Mapping may take some time to load initially
• Always inform the customer in advance so they don't get alarmed about the loading delay

Product Source Indicators

Each department will clearly indicate whether its products are loaded from:

• POS system, or
• Store catalogue

Empty Departments

• If there are no products listed under a department, it will be automatically hidden
• Always keep this in mind when reviewing departments with customers

Hiding Departments Correctly

To completely hide a department and its products from customers:

1. Go to Settings
2. Hide the department there

This process should always be clearly explained to the store.

Assign Alias Feature

The Assign Alias option is used to:

• Combine multiple departments, or
• Give a department a different display name

This is an important feature to highlight to customers.

Department Management

Guide for managing department visibility and settings.

Department Data Source

All departments are pulled directly from the POS. Hiding departments or assigning aliases does not change POS data.

Website Display Best Practices

• Hide any departments not meant for public viewing
• This improves site clarity and user experience

Department Settings Options

From the settings menu, you can:

• Hide quantity and price
• Disable ordering
• Disable delivery and shipping
• Merge or rename categories using Assign Alias

Training Recommendation

During training, hide any departments the customer agrees should not be visible. This helps personalize the experience and improves site clarity.

About Us Page Management

Guide for editing the About Us section.

Demonstration Process

• Show how easy it is to update the About Us section using a blog-style editor
• Ask the customer three questions about their store
• Enter the answers live during the training session

Editor Options

Full Editor

Blog-style editor with full formatting capabilities.

Simplified Editor

• Available directly on the About Us Admin Page if needed
• Streamlined interface for basic updates

Training Benefits

• Live demonstration builds confidence
• Interactive approach engages the customer
• Shows real-time publishing capabilities

Fulfillment Options Configuration

Guide to configuring order fulfillment options in the admin portal.

Location: Admin Portal → Website Settings → General Settings → Fulfillment Options

1. In-Store Pickup (Curbside)

• Customer orders online
• Store packs order
• Customer picks up at store
• Custom messages and disclaimers available

Best for: Immediate needs, saving shipping costs, driving foot traffic

2. Local Delivery

Features

• Zip code restrictions (control delivery areas)
• Custom delivery fees per zip code
• Scheduled delivery dates (customer chooses via date picker)
• Custom messaging

Best for: Defined local areas, high-value orders, customer loyalty

3. Shipping

Option A: Flat Rate Shipping

• Fixed fees set by store
• Price for first item + price for additional items
• Maximum product limit per cart
• Store handles carrier relationships and labels

Best for: Simple setups, predictable costs

Option B: Advanced Shipping Module

Best for: National shipping, high volume, exact cost pass-through

Automated Notifications

• Email and SMS sent automatically (included free)
• Notifications for: order received, being packed, fulfilled, ready
• Sent to both store and customer
• No manual communication needed

Landing Page Editor

Guide to using the drag-and-drop landing page editor and AI widgets builder.

Location: Website Settings → Landing Page

No coding required. Fully visual interface.

Available Widgets

• Image Carousel - Homepage slideshow
• Product Swipers - Scrollable product rows
• Testimonial Widgets - 5-star reviews
• Subscription Widget - Email collection
• Image Swiper - Images with clickable URLs
• HTML Editor - Custom content for advanced users
• File Editor - Upload documents/media
• Shop by Department Buttons
• Recently Viewed Products
• Store Information - Address, phone, hours
• Contact Us form

AI Widgets Builder

Purpose: Automatically organize products for homepage display

Two Methods

Result: Push organized product displays to landing page with one click.

Header & Footer Customization

Header (Top Navigation)

• Edit main navigation links
• Reorder links
• Add external links (social media, manufacturer sites)
• Create custom page links
• Build dropdown menus
• Create mega menus (multi-column dropdowns)

Footer

• Add documents (policies, returns)
• Add links (social, resources)
• Add images (partner logos, certifications)

Order Management and Payment Processing

Complete guide to order fulfillment workflow and payment options.

Customer Checkout Journey

1. Add products to cart (automatic tax calculation)
2. Check out as guest or login
3. Choose fulfillment method
4. Enter contact/delivery information
5. Complete payment

Store receives instant email/SMS notification with fulfillment link.

Order Management Tabs

Location: Admin Portal → Orders

Order Fulfillment Process (Step-by-Step)

1. Process Order - Click to begin
2. Claim Order - Assigns order to your user account (prevents duplicate work)
3. Review Details - Verify customer info, SKUs, pricing, taxes, totals
4. Charge Card - Finalize payment (only authorization collected at checkout)
   • Can cancel and auto-refund if needed
5. Fraud Check - AI evaluates order for fraudulent risk
6. Shipping Label - Create/print label (if applicable)
7. Print Receipt with UPC Barcode - For POS entry
8. Enter in POS - Scan barcode, select "Alternate Tender"
   Why Alternate Tender? Payment already collected online; this records sale and updates inventory without duplicate charge.
9. Confirm POS Entry - Critical step to avoid inventory discrepancies
10. Mark as Fulfilled - Customer gets instant notification
11. Final Verification - Verify ID/card for shipping orders (if applicable)
12. Update Status - Mark as shipped/delivered/picked up → moves to Completed Orders

Payment Options

Option 1: Pay In Store (Reservation System)

• Customer places order online
• No payment collected
• Customer pays at pickup
• Best for: Traditional in-person payment, local customers

Option 2: Pay Online (Standard E-commerce)

• Customer pays at checkout
• Supported Processors:
  • Stripe (most common, easiest)
  • PayPal
  • Authorize.net

Store Info Page Banner Customization

New feature for personalizing Store-Info page banners.

Overview

Merchants can now hide or personalize their Store-Info page banner. Based on recent feedback, we've added the ability to toggle the banner off entirely or upload a custom branded image to replace the default.

Banner Control Options

1. Hide Banner Completely

• Toggle the banner off entirely
• Clean, minimal store info page appearance
• Removes default banner imagery

2. Upload Custom Branded Image

• Replace the default banner with custom branding
• Personalized store representation
• Enhanced brand consistency across the store

Benefits

For Merchants

• Brand Control: Ability to customize store appearance with branded imagery
• Flexibility: Option to remove banner for cleaner presentation
• User Experience: Responsive to merchant feedback and preferences
• Professional Appearance: Enhanced store branding capabilities

For Customers

• Consistent Branding: More cohesive store experience
• Clean Interface: Improved visual presentation when banner is hidden
• Professional Look: Custom branded imagery enhances store credibility

Implementation

This feature allows merchants to:

• Access banner customization options in their store management interface
• Toggle banner visibility on/off
• Upload and manage custom banner images
• Preview changes before applying them to the live store

Technical Considerations

• Image Requirements: Custom banner images should meet specified dimensions and file size requirements
• File Formats: Support for common image formats (JPG, PNG, etc.)
• Responsive Design: Banner customization works across all device types
• Performance: Optimized image handling to maintain page load speeds

Language Selection Configuration

Configuration guide for Benjamin Moore store language options.

Overview

Benjamin Moore stores can configure the language conversions available to customers. They can independently enable or disable options to customize the language selector dropdown.

Configuration Process

Access Path

Admin side → Benjamin Moore Plugin → Language Selection

Steps to Configure

1. Navigate to the Admin panel
2. Go to Benjamin Moore Plugin section
3. Select Language options
4. Choose the preferred languages for the website

Available Language Options

Feature Benefits

For Store Administrators

• Customization Control: Select only relevant languages for their market
• Simplified Management: Enable/disable languages based on customer base
• Localized Experience: Tailor language options to geographic location
• Flexible Configuration: Independent control over each language option

For Customers

• Relevant Options: Only see language choices applicable to the store
• Improved User Experience: Cleaner language selector dropdown
• Regional Accuracy: Appropriate language variants (US vs CA English)
• Accessibility: Better support for multilingual customers

Use Cases

Regional Stores

• US-focused stores: Enable only English US
• Canadian stores: Enable English CA and French
• Border regions: Enable multiple relevant languages
• Spanish markets: Include Spanish option for Hispanic customers

Technical Considerations

• Ensure content is available in enabled languages
• Minimal impact on site performance
• Improved SEO for enabled languages
• Customer language choice maintained throughout session

Scammer Prevention & Email Verification

Essential security practices to protect against scammers and verify legitimate communications.

Scammer Detection Rules

Email Verification - First Line of Defense

• Check the email domain: Legitimate emails come from @ezadtv.com
• If email is NOT from @ezadtv.com: Definitely a scam
• If email IS from @ezadtv.com: Could still potentially be a scam - use additional verification

Secondary Verification Steps

When receiving emails that appear to be from team members:

1. Confirm with the sender directly - Contact the person through official channels to verify they sent the email
2. Remember our communication standards:
   • EZ-AD TV team primarily uses Slack for internal communication
   • Any emails or texts (including WhatsApp) should be treated with extra caution
   • When in doubt, verify through Slack

Red Flags - Information Requests to Watch For

Scammers typically ask for:

• Phone numbers
• Account details
• Gift cards (this is the new preferred scam method)
  • Credit cards have strong security measures
  • Scammers have "upgraded" to requesting gift cards instead
  • Never send gift cards based on email requests

Best Practices

• Use your discretion when evaluating information requests
• When in doubt, verify through official channels (Slack)
• Never provide sensitive information via email without confirmation
• Report suspicious emails to your supervisor immediately

EZAD's Big Clients (Cooperatives)

The core market that EZ-Commerce handles is hardware stores, which are part of large cooperatives (Co-ops) such as Ace Hardware, Do It Best, and True Value.

What is a Co-op?

A cooperative is a business model in which a group of independent stores or businesses collectively own and operate the organization. In the hardware retail industry, Co-ops provide their member stores with purchasing power, marketing resources, and product catalogs. The stores themselves own a share of the cooperative and have a say in its operations.

The Big Five Companies

True Value

• Mindset: Progressive minded
• Structure: Co-op and distributor
• Branding: Has a brand; stores have the option to use True Value branding or not
• Independence: Many TV stores maintain an independent presence and branding in their community
• Supply: Roughly 80% of products are supplied by TV
• Special Feature: Bargain of the Month - Can be auto-injected on the EZ E-commerce platform

Do It Best

• Mindset: Conservative mindset
• Structure: Co-op and distributor
• Branding: Has a brand; stores have the option to use Do It Best branding or not
• Supply: Roughly 80% of products are supplied by Do It Best
• Business Impact: 60-80% of our business comes from Do It Best
• Special Feature: Price Buster - Can be auto-injected on the EZ E-commerce platform

Ace Hardware

• Mindset: Franchise minded
• Structure: Co-op and distributor
• Branding: Stores MUST use Ace Hardware branding
• Requirements: Ace requires stores to have Ace sign on the building
• Supply: Roughly 90% of products are supplied by Ace Hardware (regulated)
• Brand Control: Ace is strict at controlling the integrity of their brand
• Special Features: Red Hot Buys and Instant Savings

Emery Jensen

• Structure: National distributor
• Background: Ace launched Emery Jensen Distribution to serve non-Ace independent retailers
• Formation: Created after acquisitions of The Emery-Waterhouse Company (Feb 2014) and Jensen Distribution Services (Jan 2015)

Orgill

• Mindset: Traditionally minded
• Structure: Wholesaler
• Branding: They don't have a brand
• Supply Variation: Many stores only order 10%-30% of their inventory from Orgill
• Special Feature: Door Busters - Can be auto-injected into EZ e-commerce platform
• Partnership: We are a vendor of Orgill

Benjamin Moore (BM)

• Structure: Operates through independently owned distributors and authorized retailers
• Services: Localized expertise, product availability, dealer training, premium paints
• Partnership: We are a preferred vendor for BM

Franchise vs Co-op

Billing Advantages

Direct Billing to Cooperatives

EZ-AD can bill directly to each of these 5 big companies. This is a HUGE DEAL because:

• 95% guaranteed payment fulfillment when billing directly to the cooperative
• Avoids issues with individual store billing, credit card chargebacks, and payment complications

How Direct Billing Works

1. When a store signs up, they provide the Sales team with a Billing Number
2. When the Billing team generates an invoice, it goes to the associated big company (not the individual store)
3. The big company pays the bill
4. The store gets an invoice showing EZ-AD services

True Value Co-op

Overview of True Value partnership and characteristics.

Partnership Status

As of February 3rd, 2021, EZ-AD has official partnership with True Value to build an ecommerce platform together.

Company Characteristics

• True Value is both a Co-Op and a distributor
• Has their own brand
• Progressive minded approach

Store Branding

• Stores have the option to use True Value branding or not
• Many True Value stores maintain an independent presence/branding in their community
• Roughly 80% of products are supplied by True Value in True Value stores

Bargains of the Month

Special Promotion Program:

• True Value's highlighted special is called "Bargains of the Month"
• We can auto-inject the Bargains of the Month into any True Value store ez-commerce platform
• Stores can choose to participate or not
• Participating stores adopt the pricing for Bargains products to be highlighted on their website front page

Do It Best Co-op

Overview of Do It Best (DIB) cooperative and business characteristics.

Company Characteristics

• Do It Best is both a Co-Op and a distributor
• Has their own brand
• Conservative minded approach

Flexible Branding Policy

• Stores have the option to use Do It Best branding or not
• Many Do It Best stores maintain independent presence/branding in their community
• Do It Best gives the most freedom to their co-owners
• Has the least amount of regulation regarding enforcing their branding
• Roughly 80% of products are supplied by Do It Best

Business Impact

• 60-80% of our business comes from Do It Best
• You'll get a lot of objection when pitching to Do It Best stores
• General culture: they are nice people, usually willing to have the conversation

PriceBuster Program

Special Promotion Program:

• Do It Best's main highlighted specials are called "PriceBusters"
• We can auto-inject the PriceBusters into any Do It Best store ez-commerce platform
• Stores can choose to participate in PriceBusters or not
• Participating stores adopt the pricing for PriceBuster products to be highlighted on website front page

Emery Jensen Distribution

Overview of Emery Jensen Distribution as a national distributor.

Company Profile

• National distributor
• Launched by Ace to serve non-Ace independent retailers

Formation History

Formed after strategic acquisitions:

• The Emery-Waterhouse Company (February 2014)
• Jensen Distribution Services (January 2015)

Both companies continue to operate independently under the Ace Wholesale Holdings umbrella.

Distributor Overview

Overview of major distributors and co-op vs franchise characteristics.

Co-op vs Franchise

Main characteristic of a co-op compared to a franchise: Stricter corporate rules apply to franchises.

Store Count by Major Distributors

Key Considerations

• Make sure any company you choose works with these franchise companies
• Billing and payment processing is a big deal
• Over 5,000 vendors sell hardware products

Common Issues & Solutions

Troubleshooting guide for common e-commerce issues.

Issue 1: POS Crashes Due to More Than 20K SKUs

Problem: This issue occurs when trying to retrieve data for Rock Solid Max/Spruce with large inventories.

Solution:

• Select items with less than 20k SKUs
• Get in touch with ECI to map the Cloud Drive on your PC
• Copy the generated reports and add them to FileZilla

Video: Isaac walks through the issue and solution

Issue 2: Data Syncer Failed

Video: Isaac explains the Data Syncer failure issue

Issue 3: Wrong Items Added in Compass Data Retrieval

Problem: When you mistakenly add wrong items in Compass Data Retrieval.

Video: Kevin explains the debugging process

Issue 4: How to Create a Subdomain

Video: Kevin explains the subdomain creation process

Issue 5: How to Create AR/Contractor Account

Video: AR/Contractor account creation tutorial

Issue 6: Alt Tenders

To streamline reconciliation and accurately track transactions, please create an alternate tender specifically for online orders.

Options:

• If you have an extra unused tender in your POS, repurpose it for online sales
• Otherwise, create a new tender by contacting your POS provider

Issue 7: How to Scrap Rentals

Process:

1. Ask in the E-commerce_Customer_Issue channel for our developer (currently Muhammad Nouman) to scrap the rental data
2. Provide the business ID and specific rental requirements

Improving Feature Testing

Guidelines for comprehensive testing of EZ-Commerce features.

Current Testing Challenges

The onboarding process and other key features in ez-commerce need more comprehensive testing to ensure a smooth user experience.

Areas Requiring Enhanced Testing

1. Onboarding Process

• Initial Setup Flow: Test the complete journey from account creation to first product sync
• POS System Integration: Verify connectivity with various POS systems during onboarding
• Wholesaler/Brand Catalog Connection: Test catalog syncing and product import processes
• User Interface Navigation: Ensure intuitive flow through setup steps
• Error Handling: Test recovery mechanisms when setup steps fail

2. Core Feature Testing Improvements Needed

POS Integration Testing

• Connection stability across different POS systems
• Data synchronization accuracy
• Real-time inventory updates
• Transaction processing

Catalog Management Testing

• Bulk product imports
• Product data accuracy
• Image handling and optimization
• Category mapping and organization

E-commerce Frontend Testing

• Cross-browser compatibility
• Mobile responsiveness
• Page load performance
• Search functionality
• Checkout process

Recommended Testing Improvements

1. Automated Testing Strategy

• Implement end-to-end testing for critical onboarding flows
• Set up integration tests for POS and catalog connections
• Add performance testing for large product catalogs

2. User Acceptance Testing

• Create standardized test scenarios for new retailers
• Develop testing checklists for different hardware store types
• Implement feedback collection during onboarding

3. Monitoring and Analytics

• Track onboarding completion rates
• Monitor common failure points
• Implement error logging for better debugging

Success Metrics

• Increased onboarding completion rate
• Reduced support tickets related to setup issues
• Faster time-to-value for new retailers
• Improved user satisfaction scores

Effective Client Communication

Guide for turning unhappy clients into happy ones.

1. Immediate Response Protocol

Listen First, React Second

• Acknowledge their frustration immediately
• Let them fully explain the issue without interruption
• Show empathy: "I understand how frustrating this must be for your business"
• Take ownership: Even if it's not directly your fault, own the resolution

Initial Response Framework

"Thank you for bringing this to our attention. I can see how this [specific issue]
is impacting your store operations, and I want to make this right for you.
Let me [specific action] to resolve this immediately."

2. Common Client Issues & Solutions

POS Integration Problems

Typical Complaint: "My POS isn't syncing properly, I'm losing sales!"

Response Strategy:

• Immediate acknowledgment of business impact
• Provide temporary workaround if available
• Give specific timeline for permanent fix
• Offer compensation if downtime was significant

Catalog Sync Issues

Typical Complaint: "My products aren't showing up online correctly"

Response Strategy:

• Screenshot/document the specific issues
• Explain what caused the problem (in simple terms)
• Fix the immediate issue
• Implement checks to prevent recurrence

Slow Support Response

Typical Complaint: "It takes too long to get help when I need it"

Response Strategy:

• Apologize for response time
• Explain current support improvements
• Provide direct contact information for urgent issues
• Set clear expectations for response times

3. The HEART Method for Unhappy Clients

4. Proactive Communication Strategies

Regular Check-ins

• Monthly "How are things going?" calls
• Proactive updates about new features that benefit their store type
• Seasonal business preparation support

Educational Approach

• Share best practices from similar hardware stores
• Provide training on underutilized features
• Send relevant industry updates

5. Escalation Guidelines

When to Escalate:

• Client threatens to leave the platform
• Issue affects multiple stores/customers
• Technical problem beyond first-level support
• Client requests refund or compensation

Claude Code Setup and Configuration

Guide for setting up Claude code integration and development environment.

Overview

This guide covers setting up Claude code integration and configuring repositories and database connections for the ez-commerce platform.

Prerequisites

• Access to ez-commerce development environment
• Valid Claude API credentials
• Database administrator privileges
• Git repository access

Claude Code Setup

1. Installation

# Install Claude SDK
npm install @anthropic-ai/sdk

# Or using yarn
yarn add @anthropic-ai/sdk

2. Environment Configuration

Create or update your .env file:

CLAUDE_API_KEY=your_claude_api_key_here
CLAUDE_MODEL=claude-3-sonnet-20240229
CLAUDE_MAX_TOKENS=4096

Repository Configuration

1. Clone the Repository

git clone https://github.com/your-org/ez-commerce.git
cd ez-commerce

2. Branch Structure

• main - Production branch
• develop - Development branch
• feature/* - Feature branches
• hotfix/* - Hotfix branches

3. Git Configuration

# Set up git hooks
npm run setup:hooks

# Configure remotes
git remote add upstream https://github.com/ez-ad/ez-commerce.git
git remote add origin https://github.com/your-fork/ez-commerce.git

Database Configuration

1. Database Setup

-- Create ez-commerce database
CREATE DATABASE ezcommerce_dev;
CREATE DATABASE ezcommerce_test;
CREATE DATABASE ezcommerce_prod;

-- Create user and grant privileges
CREATE USER 'ezcommerce_user'@'localhost' IDENTIFIED BY 'secure_password';
GRANT ALL PRIVILEGES ON ezcommerce_*.* TO 'ezcommerce_user'@'localhost';
FLUSH PRIVILEGES;

2. Connection Configuration

Update config/database.js with appropriate environment variables for development, test, and production configurations.

Data Validation: Email Addresses and Phone Numbers

Guide for validating customer data using AI-powered solutions and code implementations.

Overview

Maintaining clean, validated customer data is crucial for successful e-commerce operations. This guide covers methods to validate email addresses and phone numbers using AI-powered solutions and code implementations within EZ-Commerce.

Email Address Validation

1. Format Validation (Regex)

Basic email format validation using regular expressions:

// Basic email validation regex
const emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;

function validateEmailFormat(email) {
    return emailRegex.test(email);
}

// Enhanced email validation
const enhancedEmailRegex = /^[a-zA-Z0-9.!#$%&'*+/=?^_`{|}~-]+@[a-zA-Z0-9](?:[a-zA-Z0-9-]{0,61}[a-zA-Z0-9])?(?:\.[a-zA-Z0-9](?:[a-zA-Z0-9-]{0,61}[a-zA-Z0-9])?)*$/;

2. Domain Validation

Check if email domains are valid and deliverable:

// Domain validation function
async function validateEmailDomain(email) {
    const domain = email.split('@')[1];

    try {
        // Check MX records
        const mxRecords = await dns.resolveMx(domain);
        return mxRecords.length > 0;
    } catch (error) {
        return false;
    }
}

3. Disposable Email Detection

Identify and filter temporary/disposable email addresses:

// Common disposable email domains
const disposableDomains = [
    '10minutemail.com', 'tempmail.org', 'guerrillamail.com',
    'mailinator.com', 'yopmail.com', 'temp-mail.org'
];

function isDisposableEmail(email) {
    const domain = email.split('@')[1].toLowerCase();
    return disposableDomains.includes(domain);
}

4. Real-time Email Verification APIs

async function verifyEmailWithAPI(email) {
    const apiKey = 'your-api-key';
    const response = await fetch(`https://api.emailjs.com/api/v1.0/email/${email}/verify`, {
        headers: {
            'Authorization': `Bearer ${apiKey}`
        }
    });

    const result = await response.json();
    return {
        valid: result.valid,
        deliverable: result.deliverable,
        riskLevel: result.risk
    };
}

Phone Number Validation

1. Format Standardization

Normalize phone numbers to a consistent format:

function normalizePhoneNumber(phone, countryCode = 'US') {
    // Remove all non-numeric characters
    const cleaned = phone.replace(/\D/g, '');

    // Add country code if missing
    if (countryCode === 'US' && cleaned.length === 10) {
        return `+1${cleaned}`;
    }

    if (cleaned.length === 11 && cleaned.startsWith('1')) {
        return `+${cleaned}`;
    }

    return cleaned.length >= 10 ? `+${cleaned}` : null;
}

2. Comprehensive Phone Validation

Using libphonenumber-js for robust validation:

import { parsePhoneNumber, isValidPhoneNumber } from 'libphonenumber-js';

function validatePhoneNumber(phone, countryCode = 'US') {
    try {
        const phoneNumber = parsePhoneNumber(phone, countryCode);

        return {
            valid: phoneNumber.isValid(),
            formatted: phoneNumber.formatInternational(),
            national: phoneNumber.formatNational(),
            type: phoneNumber.getType(),
            country: phoneNumber.country,
            carrier: phoneNumber.carrier || 'Unknown'
        };
    } catch (error) {
        return { valid: false, error: error.message };
    }
}

3. SMS Deliverability Check

Verify if phone numbers can receive SMS (using Twilio Lookup API):

async function checkSMSDeliverability(phoneNumber) {
    const apiKey = 'your-twilio-api-key';
    const accountSid = 'your-account-sid';

    try {
        const response = await fetch(`https://lookups.twilio.com/v1/PhoneNumbers/${phoneNumber}?Type=carrier`, {
            headers: {
                'Authorization': `Basic ${Buffer.from(`${accountSid}:${apiKey}`).toString('base64')}`
            }
        });

        const data = await response.json();
        return {
            valid: true,
            carrier: data.carrier,
            type: data.carrier.type, // mobile, landline, voip
            smsCapable: data.carrier.type === 'mobile'
        };
    } catch (error) {
        return { valid: false, smsCapable: false };
    }
}

AI-Powered Data Validation with Claude

Batch Data Cleaning

Use Claude API for intelligent data cleaning:

async function cleanDataWithClaude(customerList) {
    const prompt = `
    Please clean and validate this customer data. For each entry:
    1. Standardize email format
    2. Normalize phone numbers to international format
    3. Flag suspicious entries
    4. Suggest corrections for obvious typos

    Data: ${JSON.stringify(customerList)}

    Return as JSON with validation status for each field.
    `;

    const response = await fetch('https://api.anthropic.com/v1/messages', {
        method: 'POST',
        headers: {
            'Content-Type': 'application/json',
            'x-api-key': 'your-claude-api-key'
        },
        body: JSON.stringify({
            model: 'claude-3-sonnet-20240229',
            max_tokens: 4000,
            messages: [{ role: 'user', content: prompt }]
        })
    });

    return await response.json();
}

Intelligent Duplicate Detection

AI-powered duplicate customer detection considering similar names, multiple emails, and address similarities.

EZ-Commerce Integration

Customer Import Validation

class EZCommerceValidator {
    async validateCustomerImport(csvData) {
        const results = [];

        for (const row of csvData) {
            const validation = {
                rowIndex: row.index,
                email: await this.validateEmail(row.email),
                phone: await this.validatePhone(row.phone),
                overall: 'valid'
            };

            if (!validation.email.valid || !validation.phone.valid) {
                validation.overall = 'invalid';
            }

            results.push(validation);
        }

        return results;
    }
}

Real-time Form Validation

// Real-time validation on form fields
document.getElementById('email').addEventListener('blur', async function() {
    const email = this.value;
    const isValid = await validateEmailFormat(email);

    if (!isValid) {
        this.classList.add('invalid');
        showError('Please enter a valid email address');
    } else {
        this.classList.remove('invalid');
        hideError();
    }
});

Implementation Best Practices

Validation Pipeline

class DataValidationPipeline {
    async process(customerData) {
        const steps = [
            this.formatValidation,
            this.domainValidation,
            this.disposableCheck,
            this.aiEnhancement,
            this.duplicateDetection
        ];

        let result = customerData;

        for (const step of steps) {
            result = await step(result);
        }

        return result;
    }
}

Performance Optimization

• Implement caching for repeated validations
• Use batch processing for large datasets
• Set up rate limiting for API calls
• Consider asynchronous processing for bulk operations

Integration with EZ-Commerce Features

Customer Management

• Validate data before storing in customer database
• Flag suspicious or invalid entries for manual review
• Automatically clean data during bulk imports

Marketing Campaigns

• Ensure email lists are clean before sending campaigns
• Validate phone numbers before SMS marketing
• Segment customers based on data quality scores

Order Processing

• Validate contact information during checkout
• Prevent orders with invalid contact details
• Improve delivery success rates

Monitoring and Reporting

Validation Metrics to Track

• Email validation success rate
• Phone number validation accuracy
• Data quality improvement over time
• Cost savings from reduced bounces/failed deliveries

Regular Audits

• Schedule periodic data quality audits
• Monitor for new disposable email domains
• Update validation rules based on new patterns
• Review and improve AI prompts for better accuracy

Peer Code Review Training Guide

Best practices for code reviews on the EZ-Commerce development team.

Why Code Reviews Matter

For EZ-Commerce Platform

• Maintain code quality across POS integrations and e-commerce features
• Prevent bugs in critical retail functionality (inventory, payments, orders)
• Knowledge sharing across team members
• Security consistency for payment processing and customer data
• Performance optimization for high-traffic retail sites

Business Impact

• Reduced production bugs = fewer client support issues
• Faster onboarding of new developers
• Consistent architecture across the platform
• Better maintainability of complex retail integrations

Code Review Process

1. Pre-Review Checklist (Author)

Before requesting a review:

• Code compiles without warnings
• All tests pass (unit, integration, e2e)
• Self-review completed
• Branch is up to date with main/develop
• Commit messages are clear and descriptive
• Related documentation updated
• No debugging code or commented-out blocks
• Security considerations addressed

2. Review Request Guidelines

• Small, focused PRs (ideally <400 lines of code)
• Clear description of what the change does
• Link to relevant tickets/issues
• Highlight areas needing special attention
• Include testing instructions if needed

3. Review Timeline Expectations

• Initial response: Within 4 hours during business hours
• Complete review: Within 24 hours for standard PRs
• Urgent/hotfix reviews: Within 1 hour
• Large feature reviews: Schedule dedicated time, break into smaller PRs

What to Look for in Code Reviews

1. Functionality & Logic

• Does the code do what it's supposed to do?
• Are edge cases handled properly?
• Is error handling comprehensive?
• Are there any logical flaws or bugs?

EZ-Commerce Specific Error Handling

// ❌ Bad: Generic error handling
try {
  const response = await posApi.syncInventory(products);
  return response;
} catch (error) {
  console.log('Error occurred');
}

// ✅ Good: EZ-Commerce specific error handling
try {
  const response = await posApi.syncInventory(products);
  return response;
} catch (error) {
  logger.error('POS inventory sync failed', {
    posSystem: client.posSystem,
    productCount: products.length,
    clientId: client.id,
    error: error.message
  });

  if (error.isRetryable) {
    return await retryPosSync(products, client);
  }

  throw new PosIntegrationError('Inventory sync failed', error);
}

2. Code Quality & Standards

• Naming conventions are clear and consistent
• Functions are single-purpose and reasonably sized
• Code is readable without excessive comments
• DRY principle applied appropriately
• SOLID principles followed

Code Style Example

// ❌ Poor naming and structure
function process(d, t) {
  if (t == 'pos') {
    if (d.items) {
      d.items.forEach(i => {
        if (i.qty > 0) {
          // ... nested code
        }
      });
    }
  }
}

// ✅ Clear naming and structure
async function syncProductsWithPosSystem(productData, targetSystem) {
  validateProductData(productData);

  const activeProducts = filterActiveProducts(productData.items);
  const syncResults = await Promise.all(
    activeProducts.map(product => syncSingleProduct(product, targetSystem))
  );

  return formatSyncResults(syncResults);
}

3. Security Considerations

• Input validation and sanitization
• SQL injection prevention
• XSS protection
• Authentication/authorization checks
• Sensitive data handling

// ✅ Good: Input validation for EZ-Commerce APIs
async function updateProductPrice(productId, newPrice, clientId) {
  // Validate inputs
  if (!isValidProductId(productId)) {
    throw new ValidationError('Invalid product ID format');
  }

  if (!isValidPrice(newPrice) || newPrice < 0) {
    throw new ValidationError('Invalid price value');
  }

  // Authorization check
  const hasPermission = await checkClientProductAccess(clientId, productId);
  if (!hasPermission) {
    throw new AuthorizationError('Client cannot access this product');
  }

  // Use parameterized queries
  const result = await db.query(
    'UPDATE products SET price = $1 WHERE id = $2 AND client_id = $3',
    [newPrice, productId, clientId]
  );

  return result;
}

4. Performance Considerations

• Database query efficiency
• N+1 query problems
• Memory usage for large datasets
• API response times
• Caching strategies

// ❌ N+1 Query Problem
async function getProductsWithCategories(clientId) {
  const products = await Product.findAll({ where: { clientId } });

  for (let product of products) {
    product.category = await Category.findById(product.categoryId);
  }

  return products;
}

// ✅ Optimized Query
async function getProductsWithCategories(clientId) {
  const products = await Product.findAll({
    where: { clientId },
    include: [{ model: Category }]
  });

  return products;
}

How to Give Effective Feedback

Feedback Tone and Style

• Be constructive, not critical
• Explain the "why" behind suggestions
• Provide alternatives when pointing out problems
• Acknowledge good code when you see it
• Ask questions instead of making demands

Feedback Examples

Categorizing Feedback

• MUST FIX: Security issues, bugs, breaking changes
• SHOULD FIX: Code quality, performance issues, maintainability
• CONSIDER: Suggestions, alternative approaches, minor improvements
• IDEA: Future enhancements, architectural considerations

How to Receive Code Review Feedback

Mindset for Authors

• Feedback is about the code, not about you personally
• Every reviewer is trying to help improve the codebase
• Ask for clarification if feedback isn't clear
• Thank reviewers for their time and insights
• Learn from every review

Good Responses

• "Great catch! I'll add the authorization check."
• "I see your point about performance. Let me implement pagination."
• "Could you clarify what you mean by 'more defensive'? An example would help."
• "Thanks for the suggestion. I implemented it in commit abc123."

Poor Responses to Avoid

• "This works fine."
• "It's not my fault the requirements changed."
• "This is how we've always done it."
• "The tests pass, so it's good."

EZ-Commerce Specific Guidelines

1. POS Integration Code Reviews

• Error handling for external API calls
• Data transformation between POS and EZ-Commerce formats
• Retry logic for network failures
• Logging for troubleshooting client issues
• Rate limiting compliance with POS system APIs

2. E-Commerce Frontend Reviews

• Mobile responsiveness (hardware stores have mobile customers)
• Performance on slow connections
• Accessibility compliance
• Cross-browser compatibility
• SEO considerations for product pages

3. Database Migration Reviews

• Backwards compatibility during deployment
• Performance impact on large datasets
• Rollback strategy if needed
• Index creation for new queries
• Data integrity preservation

4. Payment Processing Reviews

• PCI compliance for payment data handling
• Error handling for failed transactions
• Logging (without sensitive data)
• Testing with sandbox environments
• Refund/void functionality

Common Pitfalls to Avoid

Reviewer Pitfalls

• Nitpicking style issues instead of focusing on logic
• Rewriting code in your style instead of suggesting improvements
• Approving without actually reviewing
• Being overly critical of junior developers' code
• Not explaining the reasoning behind suggestions

Author Pitfalls

• Making PRs too large to review effectively
• Not testing changes thoroughly before requesting review
• Arguing with every piece of feedback
• Not providing context for complex changes
• Rushing to merge without addressing feedback

Review Checklist Template

For Reviewers

Functionality:

• Code does what it's supposed to do
• Edge cases are handled
• Error handling is comprehensive
• Logic is correct and efficient

Quality:

• Code is readable and well-structured
• Naming is clear and consistent
• Functions are appropriately sized
• No code duplication without good reason

Security:

• Input validation present
• SQL injection prevented
• Authentication/authorization checked
• Sensitive data handled properly

Performance:

• Database queries are efficient
• No obvious performance bottlenecks
• Appropriate use of caching
• Memory usage is reasonable

EZ-Commerce Specific:

• POS integration follows error handling patterns
• Client data isolation maintained
• Logging follows company standards
• API responses follow established formats

Mobile Responsive Design Best Practices

Best practices for building mobile-responsive EZ-Commerce applications.

Why Mobile-First for Hardware Retailers?

• 73% of customers research products on mobile before visiting stores
• Contractors and DIYers often shop while at job sites
• Quick product lookups and price checks are common mobile behaviors
• Local inventory searches happen frequently on mobile devices

Mobile-First CSS Architecture

Start with mobile styles and add larger screen styles progressively:

/* Mobile-first approach - Start with mobile styles */
.product-grid {
  display: grid;
  grid-template-columns: 1fr; /* Single column on mobile */
  gap: 1rem;
  padding: 1rem;
}

.product-card {
  background: white;
  border-radius: 8px;
  box-shadow: 0 2px 4px rgba(0,0,0,0.1);
  padding: 1rem;
}

/* Then add styles for larger screens */
@media (min-width: 768px) {
  .product-grid {
    grid-template-columns: repeat(2, 1fr);
    padding: 2rem;
  }
}

@media (min-width: 1024px) {
  .product-grid {
    grid-template-columns: repeat(3, 1fr);
  }
}

@media (min-width: 1280px) {
  .product-grid {
    grid-template-columns: repeat(4, 1fr);
  }
}

EZ-Commerce Standard Breakpoints

CSS Custom Properties for Responsive Design

:root {
  /* Spacing scale */
  --spacing-xs: 0.25rem;
  --spacing-sm: 0.5rem;
  --spacing-md: 1rem;
  --spacing-lg: 1.5rem;
  --spacing-xl: 2rem;

  /* Typography scale */
  --text-sm: 0.875rem;
  --text-base: 1rem;
  --text-lg: 1.125rem;
  --text-xl: 1.25rem;
  --text-2xl: 1.5rem;
}

/* Responsive adjustments */
@media (min-width: 768px) {
  :root {
    --spacing-md: 1.25rem;
    --spacing-lg: 2rem;
  }
}

Product Grid Layout with CSS Grid

/* Responsive product grid */
.products-container {
  display: grid;
  grid-template-columns: repeat(auto-fit, minmax(280px, 1fr));
  gap: 1.5rem;
  padding: 1rem;
  max-width: 1400px;
  margin: 0 auto;
}

.product-card {
  display: flex;
  flex-direction: column;
  background: white;
  border-radius: 12px;
  overflow: hidden;
  box-shadow: 0 4px 6px rgba(0, 0, 0, 0.05);
  transition: transform 0.2s ease, box-shadow 0.2s ease;
}

.product-card:hover {
  transform: translateY(-2px);
  box-shadow: 0 8px 25px rgba(0, 0, 0, 0.15);
}

.product-image {
  aspect-ratio: 1;
  object-fit: cover;
  width: 100%;
}

Responsive Typography System

/* Fluid typography that scales with screen size */
h1 {
  font-size: clamp(1.75rem, 4vw, 3rem);
  line-height: 1.2;
}

h2 {
  font-size: clamp(1.5rem, 3vw, 2.25rem);
  line-height: 1.3;
}

h3 {
  font-size: clamp(1.25rem, 2.5vw, 1.875rem);
  line-height: 1.4;
}

p {
  font-size: clamp(1rem, 1.5vw, 1.125rem);
  max-width: 65ch; /* Optimal reading length */
}

/* Increase line height on smaller screens */
@media (max-width: 767px) {
  body {
    line-height: 1.7;
  }
}

Touch-Friendly Interface

Button and Interactive Element Sizing

/* Touch-friendly button sizes */
.btn {
  display: inline-flex;
  align-items: center;
  justify-content: center;
  min-height: 44px; /* Apple's recommended touch target size */
  min-width: 44px;
  padding: 0.75rem 1.5rem;
  border: none;
  border-radius: 8px;
  font-size: 1rem;
  font-weight: 600;
  cursor: pointer;
  transition: all 0.2s ease;
}

/* Larger buttons on mobile for easier tapping */
@media (max-width: 767px) {
  .btn {
    min-height: 48px;
    padding: 1rem 1.75rem;
    font-size: 1.1rem;
  }
}

/* Touch-friendly form inputs */
.form-input {
  min-height: 44px;
  padding: 0.75rem 1rem;
  border: 2px solid #e5e7eb;
  border-radius: 8px;
  font-size: 1rem;
}

.form-input:focus {
  outline: none;
  border-color: #3b82f6;
  box-shadow: 0 0 0 3px rgba(59, 130, 246, 0.1);
}

Responsive Navigation

/* Responsive navigation with Flexbox */
.navbar {
  display: flex;
  justify-content: space-between;
  align-items: center;
  padding: 1rem;
  background: white;
}

.nav-menu {
  display: none; /* Hidden on mobile */
}

.nav-menu.active {
  display: flex;
  position: absolute;
  top: 100%;
  left: 0;
  right: 0;
  flex-direction: column;
  background: white;
  z-index: 1000;
}

.hamburger {
  display: block;
}

/* Desktop navigation */
@media (min-width: 768px) {
  .nav-menu {
    display: flex !important;
    position: static;
    flex-direction: row;
  }

  .hamburger {
    display: none;
  }
}

Images & Media Optimization

/* Responsive images */
.product-image {
  width: 100%;
  height: auto;
  object-fit: cover;
}

/* Lazy loading with blur placeholder */
.image-container {
  position: relative;
  background-color: #f3f4f6;
}

.image-container img {
  opacity: 0;
  transition: opacity 0.3s ease;
}

.image-container img.loaded {
  opacity: 1;
}

/* Responsive video */
.video-container {
  position: relative;
  padding-bottom: 56.25%; /* 16:9 aspect ratio */
  height: 0;
  overflow: hidden;
}

.video-container iframe {
  position: absolute;
  top: 0;
  left: 0;
  width: 100%;
  height: 100%;
}

Hardware Retail Specific Considerations

Product Specification Tables

/* Responsive tables for product specs */
.specs-table {
  width: 100%;
  border-collapse: collapse;
}

@media (max-width: 767px) {
  .specs-table thead {
    display: none;
  }

  .specs-table tr {
    display: block;
    margin-bottom: 1rem;
    border: 1px solid #e5e7eb;
    border-radius: 8px;
    padding: 1rem;
  }

  .specs-table td {
    display: flex;
    justify-content: space-between;
    padding: 0.5rem 0;
    border-bottom: 1px solid #f3f4f6;
  }

  .specs-table td::before {
    content: attr(data-label);
    font-weight: 600;
  }
}

Add to Cart Button

/* Sticky add-to-cart for mobile */
@media (max-width: 767px) {
  .product-actions {
    position: fixed;
    bottom: 0;
    left: 0;
    right: 0;
    background: white;
    padding: 1rem;
    box-shadow: 0 -4px 12px rgba(0, 0, 0, 0.1);
    z-index: 100;
  }

  .add-to-cart-btn {
    width: 100%;
    min-height: 52px;
    font-size: 1.1rem;
  }

  /* Add padding to body for fixed button */
  body {
    padding-bottom: 80px;
  }
}

Performance Best Practices

• Use responsive images with srcset and sizes attributes
• Lazy load images and non-critical content
• Minimize CSS and JavaScript for initial load
• Use CSS containment for complex components
• Test on real devices and slow connections

Testing Checklist

Devices to Test

• iPhone (various sizes)
• Android phones (various sizes)
• iPad and Android tablets
• Desktop at various viewport sizes

What to Check

• Touch targets are at least 44x44px
• Text is readable without zooming
• Forms are easy to fill out on mobile
• Navigation works on all screen sizes
• Images load appropriately for screen size
• Page performs well on 3G connections

Clean Code Standards & Best Practices

Clean code standards and best practices for EZ-Commerce development.

Naming Conventions

Variables and Functions

Use descriptive, meaningful names that clearly indicate purpose and context.

// Poor naming
const d = new Date();
const u = users.filter(x => x.a);
const calc = (p, t) => p * t;

// Good naming
const currentDate = new Date();
const activeUsers = users.filter(user => user.isActive);
const calculateTotalPrice = (price, taxRate) => price * taxRate;

EZ-Commerce Specific Examples

// Generic naming (avoid)
const data = await api.get('/products');
const result = processData(data);

// EZ-Commerce specific naming (preferred)
const productCatalog = await posIntegrationApi.fetchProducts(clientId);
const synchronizedProducts = synchronizeWithPosSystem(productCatalog);

Boolean Variables

Use is/has/can/should prefixes:

const isProductActive = product.status === 'active';
const hasInventoryData = product.inventory && product.inventory.quantity > 0;
const canProcessPayment = paymentGateway.isAvailable();
const shouldSyncWithPos = client.posIntegration.enabled;

Collections and Arrays

Use plural nouns or descriptive collection names:

const products = await Product.findAll();
const activeClients = clients.filter(client => client.isActive);
const pendingOrders = orders.filter(order => order.status === 'pending');

Constants

Use UPPER_SNAKE_CASE for constants:

const MAX_PRODUCT_SYNC_BATCH_SIZE = 1000;
const DEFAULT_POS_TIMEOUT_MS = 30000;
const PAYMENT_GATEWAY_RETRY_ATTEMPTS = 3;
const INVENTORY_UPDATE_INTERVAL_MINUTES = 15;

Function Design Principles

Single Responsibility Principle

Each function should do one thing well.

// Bad: Function doing too much
async function processOrder(orderData) {
  // Validates, calculates, updates inventory, sends email, syncs POS
  // All in one function...
}

// Good: Broken into focused functions
async function processOrder(orderData) {
  validateOrderData(orderData);

  const orderTotal = calculateOrderTotal(orderData.items);
  const processedOrder = await createOrderRecord(orderData, orderTotal);

  await Promise.all([
    updateInventoryForOrder(orderData.items),
    sendOrderConfirmationEmail(orderData.customerEmail, processedOrder),
    syncOrderWithPosSystem(processedOrder)
  ]);

  return processedOrder;
}

Function Length

Keep functions small and focused (ideally under 20 lines).

Function Parameters

Limit parameters (max 3-4), use objects for complex data:

// Too many parameters (avoid)
function createProduct(name, description, price, category, sku, weight, dimensions, supplier, tags) {
  // ...
}

// Use configuration object (preferred)
function createProduct(productConfig) {
  const {
    name,
    description,
    price,
    category,
    sku,
    specifications = {},
    supplier,
    tags = []
  } = productConfig;

  // ...
}

// Usage
await createProduct({
  name: 'DEWALT Circular Saw',
  description: '7-1/4" Circular Saw with Electric Brake',
  price: 199.99,
  category: 'power-tools',
  sku: 'DWE575SB'
});

Class Design Principles

// Well-structured class for EZ-Commerce
class PosIntegrationService {
  constructor(posType, configuration) {
    this.posType = posType;
    this.config = configuration;
    this.apiClient = this._createApiClient();
    this.rateLimiter = new RateLimiter(configuration.rateLimit);
  }

  // Public methods
  async syncProducts(clientId) {
    try {
      const products = await this._fetchProductsFromPos();
      const transformedProducts = this._transformProductData(products);
      return await this._saveProductsToDatabase(transformedProducts, clientId);
    } catch (error) {
      this._handleSyncError(error, 'product-sync');
      throw error;
    }
  }

  // Private methods (prefixed with _)
  _createApiClient() {
    return new PosApiClient({
      baseUrl: this.config.apiUrl,
      apiKey: this.config.apiKey,
      timeout: this.config.timeout || 30000
    });
  }

  _transformProductData(posProducts) {
    return posProducts.map(product => ({
      sku: product.item_code,
      name: product.description,
      price: parseFloat(product.unit_price),
      category: this._mapPosCategory(product.category)
    }));
  }
}

File Structure for EZ-Commerce

src/
  ├── controllers/          # API endpoint handlers
  │   ├── product-controller.js
  │   ├── order-controller.js
  │   └── client-controller.js
  │
  ├── services/            # Business logic
  │   ├── pos-integration/
  │   │   ├── index.js
  │   │   ├── square-integration.js
  │   │   └── lightspeed-integration.js
  │   ├── payment-service.js
  │   └── inventory-service.js
  │
  ├── models/              # Data models
  │   ├── product-model.js
  │   └── order-model.js
  │
  ├── utils/               # Utility functions
  │   ├── validation-utils.js
  │   └── transformation-utils.js
  │
  ├── middleware/          # Express middleware
  │   ├── authentication.js
  │   └── error-handling.js
  │
  └── config/              # Configuration
      └── database.js

Comments and Documentation

When to Comment

Good comments explain WHY, not WHAT:

class PosRateLimiter {
  constructor(maxRequestsPerMinute = 60) {
    // Square POS API allows 60 requests per minute per location
    // We use a sliding window to track requests more accurately
    this.maxRequests = maxRequestsPerMinute;
    this.requestTimestamps = [];
  }
}

JSDoc for Functions

/**
 * Synchronizes product data between POS system and EZ-Commerce database
 * @param {string} clientId - The client's unique identifier
 * @param {Object} options - Sync options
 * @param {boolean} options.fullSync - Whether to perform full sync or delta sync
 * @param {string[]} options.categories - Specific categories to sync (optional)
 * @returns {Promise<SyncResult>} - Sync results with success/failure counts
 * @throws {PosIntegrationError} - When POS system is unavailable
 */
async function syncProductData(clientId, options = {}) {
  // Implementation
}

Error Handling

Custom Error Classes

// Specific error types for EZ-Commerce
class EzCommerceError extends Error {
  constructor(message, code, details = {}) {
    super(message);
    this.name = this.constructor.name;
    this.code = code;
    this.details = details;
    this.timestamp = new Date().toISOString();
  }
}

class PosIntegrationError extends EzCommerceError {
  constructor(message, posSystem, originalError) {
    super(message, 'POS_INTEGRATION_ERROR', {
      posSystem,
      originalError: originalError?.message
    });
  }
}

class ValidationError extends EzCommerceError {
  constructor(message, field, value) {
    super(message, 'VALIDATION_ERROR', { field, value });
  }
}

Error Handling Patterns

async function processProductUpdate(productId, updateData, clientId) {
  try {
    // Validate input
    validateProductUpdateData(updateData);

    // Check permissions
    await verifyClientProductAccess(clientId, productId);

    // Update product
    const updatedProduct = await Product.update(productId, updateData);

    // Sync with POS (optional operation)
    try {
      await syncProductWithPos(updatedProduct, clientId);
    } catch (posError) {
      // Log POS sync failure but don't fail the entire operation
      logger.warn('POS sync failed for product update', {
        productId,
        clientId,
        error: posError.message
      });

      // Queue for retry
      await queuePosSync(productId, 'update');
    }

    return updatedProduct;

  } catch (error) {
    // Add context and log
    logger.error('Product update failed', {
      operation: 'product-update',
      productId,
      clientId,
      error
    });

    throw error;
  }
}

Performance Best Practices

Database Optimization

• Use indexes on frequently queried fields
• Avoid N+1 queries - use eager loading
• Limit result sets with pagination
• Use connection pooling

Avoid N+1 Query Problems

// N+1 Query Problem (avoid)
async function getProductsWithCategories(clientId) {
  const products = await Product.findAll({ where: { clientId } });

  for (let product of products) {
    product.category = await Category.findById(product.categoryId);
  }

  return products;
}

// Optimized Query (preferred)
async function getProductsWithCategories(clientId) {
  const products = await Product.findAll({
    where: { clientId },
    include: [{ model: Category }] // Single query with join
  });

  return products;
}

Code Review Checklist

Confidentiality Agreements

EZ-AD maintains confidentiality agreements with all e-commerce clients to protect sensitive business data and ensure secure handling of store information.

Data Handling Process

1. Data Sharing

• Data is shared with EZ-AD through secure channels
• All shared data is protected under confidentiality agreements
• Data includes inventory information, pricing, and store-specific details

2. Website Configuration

• EZ-AD configures each website based on specific inventory and options selected
• Configuration is tailored to store's unique requirements
• All configuration work maintains confidentiality of store data

3. Quality Assurance

• Every website verified for proper build
• Inventory levels accurately reflected
• QA process maintains strict confidentiality protocols

4. Platform Activation

• Ordering platform activated based on selected plan
• Stripe payment processing setup
• All activation procedures follow confidentiality guidelines

5. Order Fulfillment & Payment

• Stores fulfill orders placed through their websites
• Stores receive income via direct deposit
• Secure transaction processing maintained

Key Confidentiality Principles

Data Protection

• All store data handled according to confidentiality agreement terms
• Secure data transmission and storage protocols
• Access limited to authorized personnel only

Service Delivery

• All services provided while maintaining strict confidentiality
• Store-specific information protected throughout entire process
• Confidentiality maintained across all teams and service levels

Ongoing Compliance

• Regular review and compliance with agreement terms
• Continuous staff training on confidentiality requirements
• Secure systems and processes to protect client information

Policy for Handling Unresponsive Clients

Procedures for handling clients who become unresponsive during or after onboarding.

1. 60-Day Unresponsive Policy

Any store that becomes unresponsive should follow this policy:

• After 60 days: Send email indicating they have been unresponsive
• Notify: They are contractually obligated to get their site live
• Action: Start monthly billing as per contract terms

2. Stripe Setup Policy for Unresponsive Clients

For clients not yet on Stripe who become unresponsive:

• Default Setting: Make them "Pay-in-store" by default
• Benefit: Allows them to still receive orders
• Communication: Send email explaining how to revert to Stripe if desired

3. 30-Day Billing Policy

If clients become unresponsive for more than 30 days:

• Requirement: Must have documented 4 calls & 4 emails proving contact attempts
• Action: Start monthly billing after documented attempts
• Rationale: Cannot wait indefinitely for client response

Email Template for Stripe Setup Follow-up

Subject: Follow-Up on Payment Setup for Your EZAD E-commerce Website!

Hi [Client Name],

I hope this email finds you well!

I have been trying to get in touch with you regarding the payment setup for your e-commerce website but you have been unavailable.

As discussed during our Employee Training, you can offer either "Pay in Store" or "Pay on Website" options for order fulfillment. Currently, the "Pay in Store" option is activated by default.

To enable the "Pay on Website" option, please follow these steps once you have your Stripe account details ready:

1. Log in to your website as an Admin
2. Navigate to the Admin Side
3. Go to Website Settings
4. Select Payment Options
5. Enable "Pay on Website"

To connect Stripe for online payments:
6. Click on "Connect to Stripe"
7. Complete the connection process
8. Enable Live payment processing
9. Click Save

If you have any questions or need assistance, please don't hesitate to reach out.

Best regards,
[Your Name]

Data Uploads & POS Changes Policy

Policy on onboarding, data uploads, POS changes, and image import procedures.

Effective Date: February 2025

Purpose

This policy outlines updated procedures and responsibilities for the onboarding process, particularly in cases involving data uploads from secondary POS systems, POS changes, and product image imports.

1. Uploading Data from a Secondary POS

When a store requests to upload data originating from a different POS system than the one originally used during Data Retrieval:

1. Explain Data Inconsistencies: Clearly explain to the customer that data from a different POS may have inconsistent formatting (including UPC conflicts and mismatched fields)
2. Custom Development Requirement: Inform them that integrating a new POS format requires custom development by our team unless they can provide cleaned and properly formatted data directly from the POS provider
3. Custom Quoting: Custom quoting will apply for all data uploads that deviate from standard POS formats
4. Additional Charges: Customers must be advised that additional charges will apply for uploading product data (including UPCs or SKUs) from a secondary POS system
5. Escalation Process: If a customer objects to the additional fee, escalate the case to Lawrence for review and potential fee adjustment approval
6. No-Charge Acknowledgment: If EZAD chooses to process the data upload at no charge, the customer must first acknowledge in writing that EZAD will not be responsible for discrepancies or data issues caused by conflicting formats

2. Change of POS

If a store changes its POS system after the initial Data Retrieval:

• Explain Requirements: Explain that this will require a new Data Retrieval and data rework by our development team
• Service Classification: This process is treated as a new service request
• Additional Fees: Standard fees apply for new Data Retrieval

3. Product Image Imports

For customers requesting bulk image imports:

• Images must be provided in standard formats (JPG, PNG)
• File naming convention should match product SKU or UPC
• Bulk imports may incur additional processing fees

Quick Reference

Copyright and Content Integrity

Onboarding team responsibilities for platform content integrity.

Platform Integrity Requirements

To maintain the integrity of the EZAD eCommerce platform:

Prohibited Activities

Customer Communication Requirements

During customer sessions, support representatives must clarify:

• EZAD does not provide graphic design services
• EZAD does not create or upload content for stores
• It is the store's responsibility to provide their own content
• EZAD staff may only assist with guidance on how to place content within widgets and site modules

Employee Compliance

Key Reminders

• Always direct customers to provide their own original content
• Offer guidance on content placement, not content creation
• Maintain strict adherence to copyright compliance policies

Change of POS After Initial Setup

Process for handling POS system changes after initial onboarding.

When This Applies

When a store changes its POS system after the initial Data Retrieval has been completed.

Required Process

1. New Data Retrieval: A complete new Data Retrieval process must be performed
2. Data Rework: Our development team will need to rework all data to accommodate the new POS format

Service Classification

• This process is treated as a new service request
• An additional fee will be incurred for this service

Customer Communication Requirements

Escalation Process

If the customer raises concerns or requests a discount:

1. Escalate the request to Lawrence for review
2. Lawrence can provide approval for possible fee adjustments or discounts

Uploading Data from a Secondary POS System

Policy for handling data uploads from different POS systems than originally used.

When This Applies

When a store requests to upload data originating from a different POS system than the one originally used during Data Retrieval.

Key Customer Communications

1. Data Formatting Warning

Clearly explain to the customer that data from a different POS may have inconsistent formatting, including:

• UPC conflicts
• Mismatched fields
• Format incompatibilities

2. Development Requirements

Inform customers that integrating a new POS format requires:

• Custom development by our team, OR
• Cleaned and properly formatted data directly from the POS provider

Pricing and Fees

• Custom Quoting: All data uploads that deviate from standard POS formats require custom quoting
• Additional Charges: Customers must be advised that additional charges apply for uploading product data (including UPCs or SKUs) from a secondary POS system

Fee Objection Process

If a customer objects to the additional fee:

1. Escalate the case to Lawrence for review
2. Lawrence can approve potential fee adjustments

No-Charge Processing Protocol

Image Copyright Responsibility Policy

Client acknowledgment form for image copyright compliance.

Purpose

This policy defines responsibility for copyright compliance related to images reused from a previous website during website migration, redesign, or development services.

Policy Statement

If a store elects to copy, reuse, or transfer images from a previous website, the store assumes full responsibility for ensuring that all such images are legally owned, properly licensed, or otherwise authorized for use.

Responsibilities

Store Responsibilities

• The store is solely responsible for verifying image ownership, licensing rights, and compliance with applicable copyright and intellectual property laws
• The store must ensure that any reused images do not infringe upon third-party rights

EZAD Responsibilities

• We do not conduct copyright verification or licensing validation for images provided or reused by the store unless explicitly agreed to in writing

Limitation of Liability

We assume no liability for:

• Copyright infringement
• Intellectual property disputes
• Legal claims arising from the store's reuse of images from a previous website

Client Acknowledgment Form

Acknowledgment

By choosing to reuse images from a previous website, the store acknowledges and accepts full responsibility for copyright compliance related to those images. I further agree that any future claims or complaints related to image uploads performed under this procedure fall outside the scope of EZAD's service obligations, and EZAD bears no liability in such cases.

Cancellation Process Protocol

Procedure for handling customer cancellation requests.

Initial Customer Contact

When customer calls with cancellation concerns:

1. Always look up the account of the business
2. Let customer know it will be a moment as you review the account
3. Use lookup page to find account (sometimes multiple accounts exist)
4. Keep business IDs in mind for Slack messaging to Ishtar

Account Review Checklist

Check the following:

• When were they last invoiced and what amount?
• Is billing correct and up to date?
• Do they have current signed order form on file? (Keep this)
• When did they sign up?
• Are they in a contract?

For EZ-AD TV Accounts

• How many units do they have?
• How active are their screens?
• Check by "Logging in" as the business
• Review the screen page

For E-Commerce Accounts

• Look at leads page report or commissions table
• Determine where they are in the process
• Are they live?
• Are they responsive and active on the website?

Historical Analysis

Read ALL NOTES to determine:

• Is this a pattern of complaints?
• What are previous issues?
• How often was this issue happening?
• What was the problem resolution?
• Who was involved?

Customer Communication Protocol

1. Return to customer and confirm account review
2. Go over signed order form and account details
3. Listen to concerns, offer resolutions outside of canceling
4. Never say that you will cancel them
5. Always escalate cancellation calls to manager

Key Phrases

• "I can understand how that could be ____. Please explain more about your concerns and I will escalate this to my supervisor."
• "We do not want you to have a bad experience, and we apologize you went through that. I want to be sure to get it right, and correct the problem."

Cancellation Resolution Strategies

Problem-specific solutions and escalation process for cancellation requests.

Problem-Specific Solutions

Not Timely Issues

• Explain that manager will review this
• Ensure they will be handled more promptly

Not Enough Sales

Ask customer about marketing efforts:

• What steps have you taken to inform customer base of new website?
• Have you marketed it on your phone prompt?
• Have you marketed on social media?
• Have you sent out local flyers?
• Are you implementing in-store marketing materials showcasing online ordering?

Improper Billing

• Explain manager will review this
• Ensure billing department will be in touch
• Review the discrepancies

Tech Issues

• Explain manager will review this
• Ensure tech team will handle

Integration Problems

• Explain manager will review this
• Ensure tech team will handle
• Note: Many integration issues are on 3rd party side
• Many companies don't have EZ-AD's development team skill level

Information Gathering Requirements

Collect the following:

• Name
• Business IDs
• Purpose for the call
• Interesting findings while researching customer accounts
• What the customer requested
• Number of screens/units (if EZ-AD TV)
• Customer Name, Plan, and Store # (if e-commerce)
• Notes from the call
• Link to call where conversation took place

Required Documentation Links

• Calls page
• Leads Page
• Business Page
• LEAVE CANCELLATION NOTES ON EVERY PAGE
• Screenshot of EMAIL if it was via email

Escalation Process

1. Submit information to EZ-Commerce Cancellation Request Channel
2. Tag Sarah & Ishtar
3. Sarah reviews and informs True Value of results
4. Sarah fills out email template and submits to True Value
5. Sarah updates SDR of resolution in cancellation channel
6. Sarah makes call to customer with final resolution
7. If no answer, email is sent as well
8. Upload notes, emails, and final resolution to business page

Change of Ownership Protocol

Procedure for handling store ownership changes.

Information Gathering

When customer calls about change of ownership, collect:

• When will the change of ownership take place?
• Do you know who the buyer is?
• Will they be keeping the store name?
• Are they aware you have this website?
• Do they have a current signed order form on file? (Keep this)
• When did they sign up?
• Are they in a contract?

Management Protocol

• Always escalate ownership changes to manager
• Follow same escalation process as cancellations

Documentation Requirements

Submit to EZ-Commerce Cancellation Request Channel:

• Who made the call
• Purpose for the call
• "This customer is changing ownership"
• Customer Name, Plan, and Store #
• Notes from the call
• Link to call conversation
• Links to: Calls page, Leads Page, Business Page
• LEAVE NOTES ON EVERY PAGE
• Screenshot of EMAIL if via email
• Tag Sarah & Ishtar

Resolution Process

1. Sarah reviews and informs True Value
2. Sarah fills out email template and submits to True Value
3. Sarah updates SDR in cancellation channel
4. Sarah calls customer about processing change of ownership
5. Change finalized once True Value deactivates store #
6. If no answer, email sent as well
7. Upload notes, emails, and final resolution to business page

True Value Email Template

Hello Theresa & Lisa,

This store below has been in communication with us regarding a cancellation. The resolution and details are explained below:

Store Name (Store #):
Ez - Commerce Plan:
Cancellation reason:
Cancellation resolution:
Final Billing:
Date:
Action needed if any:

Once True Value deactivates the store # they will be automatically deactivated with EZ-AD as well. Please let me know if you need any further information on this issue.

Image Uploads Policy and Procedure

Policy and acknowledgment form for product image uploads.

Importing Product Images

When a customer wishes to enhance their online store by importing images, inform them of the two acceptable submission methods:

Method 1: Spreadsheet Method

Columns must include:

• UPC, SKU, or Model Number
• URL link to the image

Method 2: Image File Method

• A folder containing JPEG or PNG files
• Each image must be named using the UPC or SKU number

Required Documentation

Image Upload Acknowledgment Form

IMAGE UPLOADS PROCEDURE

I understand and acknowledge that the procedure to upload images in the EZAD eCommerce platform at no charge is as follows:

Manual Upload Option

For small updates, I may manually upload product images using the Product Editor in the Admin panel by:

• Searching for the desired product via UPC or SKU
• Uploading the image directly

Bulk Upload Options

For bulk uploads, I can send data to the EZAD team in one of these formats:

1. Spreadsheet Format: Contains columns for UPC, SKU, or Model Number and the image URL
2. Image Folder Format: JPEG or PNG format files, with file names matching the UPC or SKU

Disclaimer

All images uploaded through this process are the responsibility of the store and are for illustrative purposes only. EZAD does not claim ownership of these images, and any copyright issues or disputes must be handled directly by the store.

I further agree that any future claims or complaints related to image uploads performed under this procedure fall outside the scope of EZAD's service obligations, and EZAD bears no liability in such cases.

SEO Policy - Website Transfer & Due Diligence

Checklist for clients migrating an existing e-commerce website.

1. Domain & Ownership Confirmation

Client must confirm and provide:

• ☐ Domain registrar name (usually GoDaddy) and login access
• ☐ Domain ownership is current, authority is provided and uncontested
• ☐ No disputes or blacklists on the domain

Client Acknowledgment: I confirm I am the lawful owner or authorized controller of this domain.

2. Previous Website & Platform History

• ☐ Do you currently have a live website? (Yes/No)

2.1 Content Pages

• ☐ Content Pages: Did product pages, categories, or checkout pages exist?
• If yes, list the URLs

2.2 Important URLs & Redirects (Critical for SEO)

• ☐ Are there any URLs from your current website that must transfer to the new site?
• Examples: URLs integrated into 3rd party circulars, fliers in store, or on your POS system

4. SEO Assets & Data Transfer

Client must confirm availability of:

• ☐ Google Search Console access

5. Legal & Liability Acknowledgment (SIGNATURE REQUIRED)

Client SEO Risk Acknowledgment

I understand that domain and website migrations, especially from previously active e-commerce sites, may result in temporary or permanent changes to search rankings, traffic, and revenue.

I acknowledge that SEO results cannot be guaranteed and that prior domain history, backlinks, penalties, or content decisions may affect performance beyond the provider's control.

EZ-AD TV Box Features

Overview of the EZ-AD TV box hardware and features.

What is the EZ-AD TV Box

The EZ-AD TV box is a simple Android-based device designed for digital signage. It comes with two essential programs: the ad launcher and the EZ-AD app. The device connects to screens via HDMI input and is controlled through the EZ-AD portal, allowing users to easily manage content and displays remotely.

How to Connect to a TV

All you need is the EZ-AD TV power supply and HDMI cable. You will find all required components in the EZ-AD TV BOX.

Inside the Box

Every user will have the following:

1. Installation manual
2. EZ-AD TV box
3. Power supply
4. Remote control
5. HDMI cable

Box Ports & Connections

Top Side of the Box

Left Side

USB ports that can be used to connect with a mouse or keyboard, which are very helpful for setup and navigation.

Box Programs

The box comes with two main programs:

1. AD Launcher: Runs the home screen when you do the setup of the box
2. EZ-AD App: An app that has all the features of the box

WiFi Connection Setup

Once you have connected EZ-AD TV with the TV, you will see the setup view. The first step in setup is to choose your WiFi network and enter the password.

Setup Steps

1. Power on the box and TV
2. Select your WiFi network from the list
3. Enter your WiFi password
4. Wait for connection confirmation
5. The serial number will display on screen
6. Add the serial number to your admin portal

Key Features

• Android-based operating system
• Remote management through EZ-AD portal
• HDMI connectivity for any TV
• WiFi or Ethernet connectivity options
• USB ports for keyboard/mouse
• Offline playback capability (ads stored locally)

Sales Level 1 Training

Complete training notes for EZ-AD TV sales presentations and demonstrations.

Pre-Video Setup Requirements

Before presenting the demo, ensure you have:

• Main EZ-AD homepage (ezadtv.com) open
• "How it Works" tab open and ready
• Login page accessible with credentials ready

Product Overview: EZ-AD TV

Market Position

• Tagline: "The easiest digital signage system"
• Global Reach: Used in over 7 countries
• Units Sold: Over 30,000 units

Major Clients

• Verizon
• Spectrum
• Walmart
• True Value
• Ace Hardware
• Also trusted by: 3M, ADP, FEMA, TSA, and Blood Works

Hardware Setup Process

Step 1: Media Player Connection

What's Included:

• Media player device (shipped to customer)
• Remote control
• HDMI cable

Hardware Compatibility:

• Works with any TV (universal compatibility)
• Any size, any brand
• Connection via HDMI port

Step 2: Internet Connection

Connection Options:

• WiFi (wireless)
• Ethernet (wired connection)

Screen Layout Options

7 Core Features of EZ-AD TV

1. Upload Feature

Upload images or videos from computer or phone directly to EZ-AD TV screens.

• Select specific screens for content display
• Organize content in folders
• Set start and end dates for advertisements
• Schedule content for specific time periods

2. YouTube Loader

Import YouTube videos directly to screens without advertisements.

• Copy and paste YouTube video URLs
• Import videos without YouTube ads
• Trim videos to desired length
• Mute videos (remove audio)

3. Template Builder

Create professional advertisements using pre-designed templates.

• Search templates by holiday or category
• Edit templates: change text color, size, add images/shapes
• SKU Generator: Import products by SKU, UPC, or model number

4. PowerPoint Presenter

Upload and display PowerPoint presentations on screens.

• Upload .pptx files
• Process slides automatically
• Review and delete unwanted slides

5. Ticker Feature

Create scrolling messages similar to news channel tickers.

• Customize ticker style and color
• Add company logos
• Display announcements, offers, store hours

6. Social Media Manager

Automatically post advertisements to social media platforms.

• Supported: Facebook, Twitter/X, Instagram
• Coming Soon: TikTok
• Schedule daily posts
• Manage multiple accounts from one dashboard

7. Video Gallery (Vendor Gallery)

Access a curated library of promotional videos from various brands.

• Browse videos from multiple brands
• Pre-approved brand content ready for use
• No need to create content from scratch

Additional Platform Features

Video Studio

• Background customization
• Video layers via YouTube URL or upload
• Text editing and overlays
• Timeline editing

Weather Feature

Display automated weather updates requiring postal code, city, state, and country.

Print Sign Feature

Generate printable advertisements: full page, 2, 4, or 6 ads per page.

On Demand Feature

Play specific videos directly for customers upon request via remote control.

Priority Ads Feature

Synchronize advertisements across multiple screens simultaneously.

Co-Op Ad Programs

Pricing & Plans

Hardware

Silver Plan - $65/player

• Co-Op Ads (automatic monthly ads)
• Template Builder
• YouTube Loader
• 1x EZ-AD Mobile App
• 250k+ Vendor Videos
• Phone Support
• Upload Image & Video
• Unlimited Storage
• Sub Accounts
• Unlimited Warranty

Gold Plan - $85/player

Includes ALL Silver Features PLUS:

• Print Signs
• Social Media Manager
• Ticker Scroller
• Video Studio
• Weather Forecast
• EZ-AD On Demand Scanner
• Priority Ads
• 3x EZ-AD Mobile Apps
• PowerPoint Uploader

Volume Pricing (Silver)

Key Pricing Advantages

• No Contract, No Commitment: Month-to-month billing, cancel anytime
• 30-Day Money-Back Guarantee: Full refund on media player
• Flexible Billing: Starts 15 days after media player is shipped
• Volume Discounts: More players = lower per-unit cost

Sales Call Script Framework

Opening

• Identify yourself from EZ-AD TV
• Mention you're the preferred digital signage provider for their co-op
• Reference existing customer base

Value Proposition

• Emphasize ease of use ("straightforward system")
• Highlight automatic content delivery
• Mention vendor video library (250,000+ videos)
• Reference top brands (Milwaukee, DeWalt, Stanley)

Pricing Transition Script

"Now that I've showed you the features, let's go to the pricing. Our pricing is very straightforward and very inexpensive."

Preparation Checklist

Before presentations, have these 10 screens ready:

1. Upload page
2. YouTube loader with DeWalt video search ready
3. Template builder with template selected
4. PowerPoint Presenter with training file
5. Ticker feature
6. Social media manager
7. Vendor gallery
8. Steveland (login ready)
9. True Value page
10. Ace Hardware Digital Network page

Credit System for Unreturned EZ-AD TV Units

This policy outlines the credit system for customers who have unreturned EZ-AD TV units.

Standard Credit Policy

• Maximum automatic credit: 3 months
• Eligibility: Customers with unreturned EZ-AD TV units
• No exceptions to the 3-month limit without approval

Extended Credit Process

For any credit requests beyond the 3-month limit:

1. Approval Required: All requests must be approved by Ishtar
2. Communication Method: Send request via Slack to Ishtar
3. No automatic processing: Do not process any credits beyond 3 months without explicit approval

Orders & Replacements

EZ-AD TV box ordering process, plans, and replacement policies.

EZ-AD TV Box Plans & Orders

We sell EZ-AD TV in 2 different ways:

1. Through our company (Sales team) - Ishtar sends the orders
2. Through Amazon

Plans Sold by Our Team

Box Price: $180 (Only Ishtar can specify when she gives other deals. Usually on Conventions, we offer different prices. Always follow Ishtar's instructions when placing orders for the price.)

Silver Plan - $65/month

• YouTube Loader
• EZ-AD Mobile App
• Upload Img/Video
• VIP Warranty
• Template Builder
• 250,000 Video Gallery
• No Ads From EZ-AD

Gold Plan - $85/month

Includes everything Silver has, plus:

• Social Media Manager
• Scrolling Ticker
• Video Editor
• Weather Forecast
• EZ-AD On Demand
• Priority Ads

Warranty Policy

• Both plans include warranty for media player replacements
• Free replacement boxes
• Only shipping charges applied

Plans Sold by Amazon

Free Plan

• Free of cost with limited features
• Includes tech support
• Allows up to 50 slides per EZ-AD TV box

Amazon-Gold - $15/month

• Includes all features and tech support assistance

EZ-AD TV Orders Process

How to Handle an Order for an EZ-AD TV Box

When a client buys a box & plan from us, you will receive a request from Ishtar to place the order.

Order Processing Steps

1. Receive order request from Ishtar
2. Verify customer information
3. Confirm pricing and plan selection
4. Process the order through the system
5. Ship the box to the customer
6. Activate the subscription after shipment

Replacement Process

When a Customer Needs a Replacement

1. Verify the warranty status
2. Confirm the issue with the original box
3. Process replacement order (free box, shipping charges apply)
4. Instruct customer to return faulty box within 30 days