Creating an Account

1. Go to www.booklist.com.au.
2. Click on Sign Up / Pricing on the top-right.
   Then, click on Sign Up.
3. Login using your Tower Advantage username and password.
   This is the same username and password that you would use on the Tower Systems website.
4. Click on Plans.
5. Under the Booklist section, click on View Available Plans.
6. Click on Purchase.
7. Enter your details and then click on Purchase this Plan.
8. Once completed, your plan will be active.

Create your Pin Payments Account

We use Pin Payments as they are a well-regarded Australian-based payment gateway. You will need to create your own business account with Pin Payments in order to take online payments via the booklist.com.au website. This will allow money to be settled directly into your bank account.

1. Go to http://pin.net.au.
2. Click on Signup.
3. Fill in your details and create your account.
4. Once you have created you account, click on the Account Button from the menu panel on the left.
5. Click on API Keys.
6. Write down these keys as you will need them later in the setup process.

Setting Up Your Booklist Site

The Booklist site consists of three distinct parts:

• The main Booklist website where you setup and create you account.
• Your Booklist Administration Dashboard where you configure and setup you schools, classes and lists.
  Accessed by logging in through www.booklist.com.au.
• Your Booklist front-end site or sub domain.
  This is your unique booklist site that customers will place their booklist orders through
  eg. demo.booklist.com.au

The instructions here are done within your Booklist Administrator Dashboard, which will affect your Booklist front-end site.

Business Details

1. Go to www.booklist.com.au.
2. Click on Login.
   Enter your Tower Advantage user name and password.
3. You will then be asked to enter in your agency details. Some fields will be pre-filled from your Tower Advantage account.
• Agency Name - This is your shop name or the name you want to trade under from a school books perspective.
• Domain Name – This is the name of your web address or subdomain. Customer will use this when accessing your site to place book list orders.
  For example, newsXpress Knox may be nxpknox. Their subdomain would then be nxpknox.booklist.com.au.
• Enter in your contact name, email and your school books business address.
4. Once complete, click on Next.
5. Complete your operating hours. This will be displayed on your business page to inform customer when they can pick up their orders.
   Once completed, click on Next.
6. You will then have to read and agree to the Terms and Conditions.
   Once you are complete, click on Agree and Create Site.
7. You will then be taken to the dashboard of your brand new Booklist webpage.
   It is recommended that you bookmark this page as this is the page you will visit to login.

Pin Payment Configuration

1. From you main dashboard screen, click on the Configuration option in the menu panel on the left.
   Alternatively, click on View Details within the Configuration tile.
2. Scroll down to the Payment Configuration section.
   You may have to click on it to display the options.
3. Enter in the Secret Key and Publishable Key that you copied from the Pin Payments website. 

Adding Products

Products can be added 2 ways, either manually or via an export from Retailer.

Manually

1. Go to www.booklist.com.au and click on Login.
   Log in with your Tower Advantage username and password.
2. Click on Products -> Product Categories from the menu on the left.
3. This will display the different categories of products.
   To add a new one, click on Add New.
4. Type in the Category Name as required.
5. Click Save.
6. Repeat steps 3-5 to add more categories.
7. Click on Products -> Available Products from the menu on the left.
8. This will display a list of your products.
   To add a new one, click on Add New.
9. Type in the details of the product as required.
10. Click on Save.
11. Repeat steps 8-10 to add more products.

Retailer Export

Firstly, a list needs to be created from Retailer first using the Stock Manager function.
Please contact Tower Systems Support as it needs to be done in a specific way.

Once you receive the file back from Tower Systems:

1. Go to www.booklist.com.au and click on Login.
2. Log in with your Tower Advantage username and password.
3. Click on Products -> Available Products from the menu on the left.
4. Click on Upload CSV Catalog.
5. Drag and drop the file from your Desktop into the area that says Drop files here to upload.
   Alternatively, click on the area that says Drop files here to upload, click on Desktop on the left and then select the file that you saved.
6. Once it has imported, a list will appear.
   Click on Upload.

Creating Schools, Classes/Years & Book Lists

Schools and Classes/Years

1. Click on Schools in the menu panel on the left.
2. Click on Add New.
3. Enter the details for the school, including the school's name, address, email and phone number.
4. Click on Save.
5. Next to the school you just added, click on Add Class.
• Pick the year/level/grades available in this school.
• Click on Add to School.
• Repeat for all other years/level/grades required for this school.
6. Click Save.
7. Repeat steps 1-6 to add more schools and classes.

Creating Booklists for Classes/Years

1. Click on Schools in the menu panel on the left.
2. Click on Available Booklists next to the particular school. This will then list the Classes/Years for each school.
3. Click on Add a Booklist against the year you want add a book list for.
4. You will then see your list of products.
   These will be grouped into your categories eg. Stationery, Books etc.
• Click on the particular category.
• Click the + button next to the particular product to add it to the list.
  Alternatively, you can click and drag it to the booklist on the right.
• Change the quantity in the Qty column, as required.
5. To remove find the product from the booklist, click on the Remove button.
6. Fill in the Closing Date, above the categories..
7. Click on Create Book List.
8. (Optional) Click on Send Booklist to Customers to send an e-mail to customers with a link to the booklist so that they can place orders.
• In Email Address, type in your email address.
• In Mail To, type in the email address of the customer.
  You can send to multiple customers by including a ; between each email address
  eg. support@towersystems.com.au; help@booklist.com.au
9. Repeat steps 1-8 for additional booklists.

Customer Instructions

1. Go to the booklist website eg. nxpknox.booklist.com.au
2. Click on Login / Signup.
   If you already have an account login, enter your e-mail and password in the Sign In section and click Sign In.
   If not, enter your details in the Sign Up section and click Register.
3. Click on Add New Student.
4. Enter the details of the student including the school information.
5. Click Add New Student.
6. Click on the Booklist button next to the student's name..
7. You will then be displayed their complete booklist as suggested by the school.
   Change quantities for the items if required. If you do not need an item simply change its quantity to zero.
8. Once you are happy with the list, click on Add To Cart.
9. Click on Checkout.
   Enter your billing and credit card information.
10. Click Order Now to complete the order.