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Tech Tips e-Commerce for the Reporting to the MAX Larry Sweat
Tech Tips e-Commerce
for the Reporting to the MAX Larry Sweat Reporting to the MAX including Point of Sale and Non-profit Versions e-Commerce for
Windows requires five pieces to function: 1. Version 5.1 of Reporting to the MAX
Accounting for Windows. 2. Reporting to the MAX e-Commerce for
Windows (this is on the Add-Ons CD). 3. A secure web site from Edge
Technologies, the creators of Account Wizard. 4. Account Wizard driver for Reporting to the MAX including Point of Sale and Non-profit Versions products. (This is a piece of software specifically written for our
products to enable Reporting to the MAX to communicate with Account Wizard.) 5. Account Wizard Data Agent. (This is a
piece of software that runs on the customer's computer.) When customers order e-Commerce for
Windows from us, they are shipped the 5.1 version of our product as well as the Add-On CD
with e-Commerce for Windows. (If they haven't purchased version 5.0 yet, they will have to
pay for the upgrade as well as e-Commerce.) The e-Commerce for Windows manual provides
simple instructions for enabling e-Commerce in their version 5.1 Reporting to the MAX including Point of Sale and Non-profit Versions.
The end of the installation of
e-Commerce for Windows will offer the user the option to go directly to www.cmstothemax.com/ecom. This location on the
Reporting to the MAX Website will give them some information about our relationship with
Account Wizard and provide a link to Account Wizard's secure Website for sign up with
them. At this time, the Administrator name and password for the Website will be assigned.
After completing the sign-up steps, they should sign off and wait for Account Wizard to
send them an eMail with further instructions (about 10-15 minutes). The eMail Account Wizard will provide
the instructions for opening the new Website assigned to them and downloading the Account
Wizard Driver and Data Agent. On the left side bar are several options
to choose from under four different headings. The last choice is the Control Panel option
under the Administration heading. The customer selects Control Panel to proceed with
downloading, installing, and setting up Account Wizard. The first page under Control Panel
provides some introductory information and then instructs the customer to choose Login to
continue with their setup . The customer must put in their Administrator name and password
to be admitted to the Administrator page. On the left side bar of the
Administrator page are numerous options under five headings. The third heading is General
Information and the fourth option under General Information is Data Agent. The customer
should click on the Data Agent option to proceed with downloading and setting up Account
Wizard. At the top of the Data Agent page are
five tabs. The second tab is Installation Manual. By clicking on Installation Manual, the
customer can access options to download and print the installation manual for Account
Wizard. This installation manual provides complete, easy-to follow instructions for
downloading and setting up the Data Agent and driver, and configuring the Data Agent for
the customer's requirements. If the customer has difficulty
completing any of the instructions in the Installation Manual. Account Wizard Technical
Support is available Mon.-Fri. 9 a.m. to 5 p.m. Pacific Standard Time. Call (702)
341-7236.
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