CartGenie Video Tutorials

This catalog of video tutorials is here to assist you as you manage your CartGenie e-commerce storefront. If you don't find what you're looking for here, be sure to check our Knowledge Base.

Getting Started

Get Started with CartGenie — (≈6min)

Basics of getting started with CartGenie; including the foundation of E-Commerce, managing products, and managing orders.

Basics of FTP and the FTP Manager — (≈3min)

Basics of FTP (File Transfer Protocol); how to use the FTP Manager in CartGenie Desktop Engine.

Product Page Enhancements

Adding a Product Image — (≈5min)

How to add an image to your product page.

Adding New Rows into the Feature Manager — (≈4min)

How to insert a new row in just about any interface (manager) within CartGenie Desktop Engine. This process is helpful when you need to reorder a list of items or add additional line items.

Adding Multiple Features All At Once — (≈2min)

Add a whole list of features to your product all at once, instead of one at a time. This tutorial explains how to take an list of features in Excel and copy them into the Feature Manager.

Design

Making Design Changes — (≈6min)

How to log in to your web site and use a web authoring tool like Expression Web or Dreamweaver to make changes to the design of your online storefront.

Adding a Custom Page with FrontPage — (≈6min)

Step by step guide to creating a custom page for your storefront like a "Contact Us" or "About Us" page. Demonstrates how to create custom page using the template provided with CartGenie and add a link to this page in the top or left nav bar.

Users & Customers

Managing Customer Price Levels — (≈6min)

Learn how to set up new price levels like Wholesale or Preferred Customer Pricing. This tutorial also covers how to assign certain customers to different price levels. This is particularly helpful if you will be selling to wholesale customers as well as retail customers.

Adding Users to CartGenie Desktop Engine — (≈6min)

How to add new users to Desktop Engine. Learn how to create a new user name and password as well as control which parts of Desktop Engine this user will have access to.

Data Management

Making Changes to Existing Product Data using 1-Click Import — (≈4min)

Learn how to export existing product data, make changes to that data, then use the 1-Click import feature to import the data back in to CartGenie.

Importing Products — (≈9min)

Learn how to use the import feature in CartGenie to import a whole list of products all at once. You can also use this process to bulk-update some or all of your products.

Inventory Management — (≈2min)

CartGenie Enterprise Edition has some pretty cool inventory management capabilities. Check our this brief video demonstration that shows you how the inventory management features in Enterprise Edition can help you manage your business.

Storefront Features

Comparison Engine — (≈6min)

How to set up the Comparison Engine (including Attribute Manager and Spec Manager) which allows your customers to compare up to three products side-by-side.

Selling Downloadable Products — (≈3min)

How to set up and sell digital products like templates, documents, pdfs, etc. which can be downloaded immediately after purchase eliminating the need for you having to ship a phyical product.

Setting Up E-Gift Cards, Part 1 — (≈3min)

Part 1: teaches you how to set up E-Gift Cards in CartGenie which your customers can purchase and give as gifts. Their friends and family can use these E-Gift Cards at your online store, helping to grow your revenue.

Setting Up E-Gift Cards, Part 2 — (≈3min)

Part 2: shows you how to process an order when a customer buys an Gift Card and how to check the balance of an existing E-Gift Card.

Add-Ons

QuickBooks Integration Demo — (≈3min)

This video demo of our QuickBoooks Integration module shows you how our QBi module sends orders directly from CartGenie into QuickBooks with just a few clicks of a button, saving you the time and potential human error of manual, double entry of data.

Virtual Terminal Demo — (≈3min)

This video demo of our Virtual Terminal module shows you how easy it can be to take orders any time anywhere you have an internet connection with VT, our point-of-sale anywhere tool — great for phone orders, fax orders, and trade shows.