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Create a Tools, Equipment and Parts Exchange
Allow members and other permitted users to post Tools,
Equipment and Parts then receive inquiries. Visitors can browse or search
the listings.
- Read the chapter titled “Exchanges Feature in
Detail” in the Administration Manual.
- Verify that the Exchanges Feature is activated.
See tutorial called “Activate the Exchanges Feature”.
- Create an Exchange Notification Broadcast
Template. See tutorial called “Create an Exchange Notification Email”
- Click the Exchange add icon on the Site
Administration Menu.
- On the Exchange Management page enter the name of
the exchange into the Exchange Name field.
- Enter the maximum number of free listings a single
user may have active at one time in the exchange. If an amount greater
than zero is entered in the New Listing Fee field then visitors will be
presented with a payment form when they exceed the maximum free listing
quantity. If the amount in the New Listing Fee is zero, then the visitor
will not be allowed to enter more listings than the Maximum Free
Listings quantity.
- Enter into the Expire Days field the number of
days when a listed item will no longer appear on the exchange’s items
lists.
- Enter into the New Listing Fee field, the price to
be charged per listing.
- Enter into the Renewal Listing Fee field the price
to be charged for a renewal of a listing.
- Set the Pay Online field to Yes, if visitors will
be able to pay for listings using there credit card online.
- Set the Pay By Mail field to Yes, if visitors will
be able to select pay buy check.
- Set the Taxable field to Yes, if the contact
adding the exchange listing will be charged sales tax on the Exchange
Fee. (The applicable tax rate is based on the customer’s ship to
address.)
- Select a Menu if a menu to be displayed as part of
the Exchange pages in the visitor portion of the site. Menus are
defined using Menu Builder. The Menu Type must be set to Exchange
Listing Menu. Note that the menu’s location on the page and its style
may vary for each template. Typically the menu is displayed on the left
side of the page.
- Select the Notification Email you created in
earlier step. The template selected in this field will be broadcast each
time an item is added to the exchange.
- Enter, into the Exchange Fields Section Label
field, a descriptor that will appear in the top section of each listing
record for the exchange.
- Select and indicate sort order for desired
exchange fields to show on add, search and view visitor exchange pages.
Some labels fill in by default (our demonstration exchange is a job
posting exchange we created for a personnel association so we keep those
as defaults) but they may be changed. This is a complex procedure and we
suggest that you print a copy of the section titled “Exchange Management
Page” in the chapter titled “Exchange Features in Detail” of the
Administrator Manual.
- Add column – Enter number to indicate sort
order and to activate the field and displays it on the Exchange’s
Add New Listing form.
- Require column – checking this causes the Add
New Listing form and the Update Listing form to require the
user to supply a value in this field.
- Search column – Enter number to indicate sort
order and to activate the field and displays it on the Exchange’s
Search Listing form.
- Matches column – Enter number to indicate sort
order and to activate the field and displays it on the Exchange’s
Matches grid.
e.
View column – Enter number to indicate sort order and to activate the
field and displays it on the Exchange’s View Listing forms.
Speaker & Trainer
Exchanges generally include the following Fields and Settings:
Add Require Search
Matches View Label Data Type
1 X
1 1 1 Name of Item 100
Character Text
2
2 2 2 Price $
Amount
3
3 3 Description Memo
4 4 Special
Instructions Memo
5
5 5 5 Category listbox
6
X 6
Image Image
7 7 Image
2 Image
X X
X X X Contact Contact
Person
X
X X Company Name Company Name
X
X X
Phone Phone Number
X
X X
Email Email Address
X
O X Limit to Members?
Yes/No Listbox
X
O X X Reference ID
Number
X
O X Posted
Date Posted Date
X O
X X X Last Update Date Date
X
O x Expires
Date Date
- Select and indicate sort order for desired contact
fields to show on add, search and view visitor exchange pages
- Check the desired columns in the Listing
Information tab section.
- Add column – Check to activate the field and
displays it on the Exchange’s Add New Listing form.
- Search column – Check to activate the field
and displays it on the Exchange’s Search Listing form.
- Matches column – Check to activate the field
and displays it on the Exchange’s Matches grid.
d.
View column – Check to activate the field and displays it on the
Exchange’s View Listing forms.
e.
Limit To Members Only – includes list box to select whether the
listing should be accessible for all visitors or Members Only.
f.
Reference ID – displays the record ID assigned by PORTALPRODIGY.
g.
Posted Date – displays the date the listing was added.
h.
Last Update Date – displays the date the listing was last modified.
i.
Expires Date – displays the date the listing expires.
- Enter appropriate data into the Add Listing Page
Options
Add
Page Title:
Add Listing Entry for
Tools, Equipment and Parts Exchange
Instructions:
Fill in the fields
below and click on the Submit bottom at the bottom of this window to submit
your Tools, Equipment or Part.
Verification Title:
Listing Submission
Verified
Verification Instructions:
Thank you for
submitting your item. It will be displayed as shown below. To revise your
Listing, click on the Revise button at the bottom of the page.
- Page Title – enter a title for the visitor
page.
- Instructions – enter instructions to be
displayed below the Page Title. Instructions may be entered as
plain text or HTML. The HTML Editor feature may be used to create
and edit the Instructions as HTML.
- Verification Title - enter a title for the
verification page.
- Verification Instructions - enter instructions
to be displayed below the Verification Page Title
- Return to Page – indicate which page or URL to
display when the Add Listing Page is closed. Click on the edit icon
to input a link.
- Enter appropriate data into the Update Listing
Page Options
Update
Listing Page Title:
Update Entry for Tools,
Equipment or Part Listing
Instructions:
Fill in the fields
below and click on the Submit bottom at the bottom of this window to revise
your listing.
Verification Title:
Submission Verified
Verification Instructions:
Thank you for your
submission. It will be displayed as shown below. To revise your Listing,
click on the Revise button at the bottom of the page.
- Enter appropriate data into the Search Listing
Page Options
Search
Listing Page Title:
Search for Tools,
Equipment or Parts
Instructions:
You may search on any
combination of fields. Fields marked with a * allow a phrase or multiple
words such as first and last name. To view all listings, press Search
without entering any criteria. In the Keyword search field only, you may use
the words "AND" or "OR" within your criteria. The use of " And " will narrow
the scope of your search, whereas the use of " Or " will broaden the scope
of your search.
- Enter appropriate data into the View Listing Page
Options
View
Listing Page Title:
View Entry for Tools,
Equipment and Part
Instructions:
To contact the listor
speaker about this listing, click on the Reply button at the bottom of the
page.
- Set the Active Field to Yes
- Set the Chapter ID if your site uses multi site
synchronization
- Select Privacy settings
Suggested Settings
View
Listing
Admin
Members
Add &
Update Listing
Admin
members
- View Listing – Members of the security groups
checked here will be able to view listings but not necessarily
update and delete listings.
- Add & Update Listing – Members of the security
groups checked here will be able to view their listings and update
and delete their listings.
- Click on Save button
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