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Table of Contents

Introduction

  1. KSAMS Access
    1. Ecommerce

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  1. Responsible for managing uPay site settings.

  2. Responsible for assigning uPay payment clerks and accountants.

  3. Can view uPay reports.

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  1. Responsible for issuing uPay refunds.

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  1. Responsible for viewing uPay reports.
  2. Responsible for viewing and updating the Posting Status report.

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KSAMS Role

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    1. Marketplace
  1. Ecommerce

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  1. Create, update, delete, submit, and archive programs for authorized organization(s)
  2. View Program Query for authorized organization(s)

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  1. Approve programs for authorized organization(s)
  2. View Program Query for authorized organization(s)

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KSAMS Role

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Description

Marketplace KSAMS Roles

uStore KSAMS Roles

Marketplace - uStore Manager
  1. Responsible for managing store settings, such as the store images, store categories, store payment methods, and shipping rates.
  2. Responsible for assigning uStore clerks, a uStore accountant, and fulfiller users (including a fulfiller with refund/cancel rights).
  3. Responsible for adding and editing products.
  4. Responsible for creating store promotions.
  5. Can view uStore reports.
Marketplace - uStore Clerk
  1. Responsible for adding and editing products.

  2. Responsible for moving products among categories.

Marketplace - uStore Fulfiller
  1. Responsible for fulfilling orders.
Marketplace - uStore Fulfiller with Cancel/Refund Rights
  1. Responsible for fulfilling orders as well as refunding and cancelling orders.

Marketplace - uStore Accountant
  1. Responsible for viewing uStore reports.
KSAMS Role
Description

uPay KSAMS Roles

    1. Create program profile with Chart of Account (COA) distribution
      1. Indicate uStore/uPay in description
    2. Submit for approval
    3. Central Office will create uStore/uPay skeleton before approving program
  1. Marketplace Authorization
    1. KSAMS Marketplace request route to Central Office
    2. Central Office will setup users and send out login information
    3. Central Office will assign appropriate access to uStores/uPay sites
  2. Marketplace
    1. Authorized department users can come in to configure uStore/uPay
    2. uStore
      1. Do NOT change "Store Name" (must match Ecommerce program name)
      2. Products must have "Auto Fulfill" set to Yes
    3. uPay
      1. Do NOT change "Site Name" (must match Ecommerce program name)
      2. Do NOT disable "Require address verification for credit card payment" and "Require the credit card security code"
    4. Go live