g. System Prefs -

System Preferences area is the first place you should really study and configure in order to get your INS MLM Software up and running smoothly. Things you set in this section can have a dramatic impact on overall System Operation.

How to Change Settings in the System in System Preferences and what each item means.

AlertPay Merchant - Only to be filled in if you plan to use the third party processor Alert Pay. INS Strongly recommends using them as their integration is not reliable.

Annual Fee Product Item Code - This function allows you to set up an Annual Fee that will automatically be taken from the personal account if funds are available, or added to the autoship order around the time of the renewal being due if the option is set below and if personal account funds are not avialable. You will set up your item in the shopping cart first, then enter its ItemCode here. If you wish to see a tutorial on this subject click here

Renewal Fee Product Item Code - If you wish to see a tutorial on this subject click here

Charge Renewal Fee with Autoship (Y/N) - This is whether you wish to charge a renewal fee with autoship. You have two options.

1. Charge Renewal Fee with Autoship (Y/N) = N

System will add renewal fee to order if membership expired.

2. Charge Renewal Fee with Autoship (Y/N) = Y

System will add renewal fee to autoship before membership expired (one commission early). System will add renewal fee to order if there is no autoship.

AutoshipShipday - Leave this as is

AutoshipShipday - Leave this as is

AutoshipShipday - Leave this as is

AutoshipShipday - Leave this as is

Autoship Availables 0=no, 1=yes - this sets whether Autoship options will show up or not in your system.

- Set this to 0 if you do not want to use autoship or recurring billing. - Set it to 1 if you do plan to use it.

Shipping Fee 0=Default 1=1time, 2=Perm - this is a place to allow overriding of a shipping formula to make the system operate in a specific manner.

- In Int Value blank select 0 if you want to use the default shipping fee you specify from the formula.

- In Int Value blank select 1 if you want to set a shipping amount that will override the formula on the first order only as a flat fee. Enter the amount you want the first order shipping fee to be in Float Value

- In Int Value blank select 2 if you want to set a permanent override to your freight fee for any reason or for a temporary time, this override will be in place as long as you have 2 in Int Value. Allows for discounted shipping fees as a campaign. Enter the amount the override amount will be in Float Value.

Insurance Fee 0=Default 1=1time, 2=Perm - exact same instructions as Shipping Fee, but applies to being able to set an Insurance fee.

Misc 1 Fee 0=Default 1=1time, 2=Perm - exact same instructions as Shipping Fee, but applies to being able to set a Miscellaneous fee of any type.

Handling Fee 0=Default 1=1time, 2=Perm - exact same instructions as Shipping Fee, but applies to being able to set a Handling Fee.

Puralator in use? Y/N - this function allows you to do a csv export of your order details in a batch process in the Charging/Invoicing interface in order to send data to a fulfillment house. Enable it with a Y (must be a capital Y) if you wish to export data, and disable it with a N (must be a capital N) if you do not intend to export shipping data and just want to print invoices from a PDF instead.

Allow Conditional Autoship? 0=no, 1=yes - This function allows you to set an autoship item that shows ONLY if the appropriate item was purchased in the Shopping cart first.

Autoship Delivery Date & Time 0 = no, 1=yes - this is to make the delivery date and time area show in the order process. Make sure your courier company supports this if you decide to use it. It is more common in Japan and asia as couriers have time slot capability.

- Set Int Value to 0 to turn off the display

- Set Int Value to 1 to turn on the display.

Autopay Default 0=no, 1=yes - this is what controls whether you set the system to auto generate paychecks to the member vs. paying to their personal account and letting them set how they prefer to be paid.

- Set Int Value to 0 to not generate auto paychecks (recommended in order to take advantage of the powerful personal account features of the INS MLM Software system.

- Set Int Value to 1 to do things the old fashioned way and generate a paycheck at each commission run based on your minimums set in further options.

Autopay Default Threshold - enter how much you need the member to have in the personal account in order to trigger the auto payment. In other words how much is your minimum check size, enter this value here to set the minimum check size. This sets the default that all members will get when they join.

Autopay Default Remainder - enter a value here if you wish to have by default all peoples paychecks generated but to leave enough money behind in order to cover the next months autoship to reduce your merchant account fees. Enter the value you wish to leave in the personal account. For example, if you enter a minimum $100 pay threshold in L. and you set $50 here, they will get $50 as the $100 minimum also has a setting in Default remainder of $50 so they get $100 - $50. Important to think through how these settings interact.

Autopay Default Autoship 0=no, 1=yes - this is what controls whether you get the system to try to take the autoship amounts from the personal account as a default and only take it from payment type on file if there is insufficient funds in the personal account.

- Set Int Value to 0 to not use this feature.

- Set Int Value to 1 to use this feature.

Show Birthday 0=no, 1=yes ~091~& gender~093~ - you can turn on or off whether you wish to collect birthdate information or not, this also includes information about the gender. Gender can be set to Female, Male or Company.

- Set Int Value to 0 to turn off the collection and display.

- Set Int Value to 1 to turn on the collection and display.

Show Block Page Y/N - The block page is displayed when a member logs in and Admin has sent an internal message to that user. As an admin, you can send internal messages to Distributors from the distributor search tool. If you have the block page set to YES then when the distributor logs in, they can't navigate to any of the pages until they acknowledge the Admin message which is displayed on the members welcome page. Once they acknowledge the admin message, then they can use their members lounge as per normal. If set to NO then they can continue using their site as per normal without acknowledging the message.

3rd Party Credit Cards Allowed Y/N - 3rd party credit cards to be allowed or not. You will have less hassle with Visa and Chargebacks if you enforce NO 3rd Party use, but it can slow things down a bit. Speak to INS about the trade offs INS about the tradeoffs if you are uncertain how to set this option.

- If set to Y the system will allow the First Name and Last Name of the credit card holder to NOT match the First Name and Last Name of the person enrolling.

- If set to N the system will only allow a card when the first name and last name match the first name and last name of the person enrolling.

Duplicate Credit Cards Allowed in System Y/N - this sets whether you allow multiple users to signup using the same credit card number. Enforcing 1 card per account can help a lot with chargeback issues and multiple signups by a single person, but can have some effect on growth. Speak to INS about the tradeoffs if you are uncertain how to set this option.

- Y will allow multiple users to have the same ccard number

- N will disallow multiple users to have the same ccard number and enforce a credit card to only be entered system wide in 1 member account. It will prevent further signups from being done with a card already in the system.

CountryCode Display on Details Forms - This is to display the country code beside phone numbers or not.

- Set to Y to collect and display the phone number country code throughout the system

- Set to N to NOT collect or display the phone number country code throughout the system.

Commission Plan Type - Set this value to either Matrix, Binary, or Unilevel or Other based on your chosen commission plan.

Commission Plan Width - Set how wide your plan goes initially, a binary is 2, matrix is as per your specification, Uni-Level gets a 0 to make width unconstrained. This will affect placement settings so once set, the force fill function in signup would cause placement to stop at max width specified and continue down under on the next level.

Commission Plan Depth - Set this value based on depth of your commission plan, so a 5 x 9 matrix would be 9, a binary would be 0 for unlimited.

Commission Plan Qty Centres - set how many business centers members get when joining. Really mostly a binary function, and would likely be either 1 or a 3. All other comp plans most likely would be a 1

Commission Plan Inside Placement 0=no 1=yes - Do you allow inside placement? Usually a question only to think about in a Matrix or Binary. Talk to INS if you need the pros and cons of allowing or not allowing inside placement. Inside placement means that I can enroll someone into any leg of any of my members, vs, only being able to control which leg of my business I can enroll into.

- Set to 0 to NOT allow inside placement

- Set to 1 to ALLOW inside placement. (not recommended for binaries as it creates many orphans)

Commission Plan AutoPlace optimised 0=no 1=yes – Do you want your placement optimized. This means it will fill left to right top to bottom in a matrix, or it will place to the strong leg first, then the weakest leg, then the strong leg etc. in a binary.

- Set to 0 to NOT allow inside placement

- Set to 1 to ALLOW inside placement. (not recommended for binaries as it creates many orphans)

Compression Number of Days - Put how many days a member has to have not had an order in the system before they get compressed out by the compression routine. Usually only relevant to a Matrix Commission plan, and sometimes Unilevels.

Fast Start Number of Days - Number of days to qualify for a fast start bonus from signup date if applicable to your commission plan.

BV Percentage - Leave this for developers please.

Activation Vol Req Ctr 1 - Leave this for developers please.

Activation Vol Req Ctr 2 - Leave this for developers please.

Activation Vol Req Ctr 3 - Leave this for developers please.

Allow Unfinancial Placement 0=no, 1=yes - This will set whether you allow someone who has their credit card fail during the signup process to be placed in the tree or not. If you set it to 0 then nobody who doens't complete the signup process and pay will take a position or have he signup recorded. If you set it to 1, then even if their credit card fails, they will get into the matrix or binary and you can chase up the payment with the Unpaid order section in the future. Caution on 3 center binaries that spawn centers as paid, as if you set to accept unpaid orders, they will only get 1 center on unpaid scenario and the other two will be positioned when the order is financial so this can mean their center will not all be in a tri-pack if others joined between when their payment failed and when they made good on it.

Note: If you have set this to 1(yes), you must set the Cooling Off period to 0 days else the person signing up will be Inactive and will not get placed.

Cooling Off Period (in days) - this will prevent withdrawal of funds until the number of days specified from their signup. Money will still be put into the personal account but withdrawal requests will be stopped until the number of days has passed. A value in days from signup date. 0 means you do not want to use this function.

Company Phone - Can be different for different languages, on this page select the English default and enter the data appropriately.(You can decide to display on your support link or not in a later system preference)

Company Email - Can be different for different languages, on this page select the English default and enter the data appropriately. Not terribly necessary as the system has an entire Help Ticket Support Desk Automated FAQ functionality to prevent you from ever needing to accept emails. We recommend setting this to noreply@whateveryourdomainname.com is and then setting up an autoresponder on this email address that says emails will not be replied to and to submit their request through your Support link interface.

Company Address - Enter using SHIFT ENTER to make line breaks where necessary. (You can decide to display on your support link or not in a later system preference.)

Company Name - Sets the company name for use in all macros and throughout the system, i.e in the title bar of browser, footer and so forth. (You can decide to display on your support link or not in a later system preference.)

Company Fax - Can be different for different languages, on this page select the English default and enter the data appropriately.

Company Default Country - Enter the country your head office will reside in. Use the recognized 2 character version for your country like US for USA, CA for Canada, AU for Australia.

Company Zip Code (for shipping) - Enter zip or postal code here, will be used in FEDEX integration for getting rate quotes based on the place you will ship products from.

CPA Code: Wire Transfer Report - please leave as is.

Compression Number of Days (0 = no compression)- How many days until you want physical compression to take place. This means people who have not placed an order in this many days will be removed from the tree, and the people under them compressed up. This is not recoverable if you decide you do not like the results. Talk to INS before enabling this on your own if you are unsure.

Compression Type 1=#PS, 2=GV, 3=Earnings, 4=Entrydate - This is where you tell the system what kind of compression you wish to use on your Matrix or UniLevel, this is not normally used in a binary.

Compression Type 1 = PS = compress by putting the person who sponsored the most up in the available spot and let him inherit the extras, in the case of a tie, the earlier signup will move up.

Compression Type 2 = GV = compress by putting the person who has the highest GV (if you have such a component in your commission plan) up in the available spot and let him inherit the extras, in the case of a tie, the earlier signup will move up.

Compression Type 3 = Earnings = compress by putting the person who has the highest Earnings up in the available spot and let him inherit the extras, in the case of a tie, the earlier signup will move up.

Compression Type 4 = Entry Date = compress by putting the person who has the earliest Entry Date up in the available spot and let him inherit the extras.

Allow Test Credit Card (Y/N) - if you wish to enable the credit card number specified below to be used as a test credit card for signup testing etc., set this to Y. It is highly recommended you set it to Y for testing, then turn it to N when you are done testing to ensure the tightest security.

Test Credit Card Number - you can set this to any credit card number you want, but it must be a valid number sequence that fills the Visa Mastercard Check Digit requirements. 4242424242424242 is another, as well as 0000000000000005 that fit.

Currency (Default) - is the Default Currency of your system. There is no difference between System Prefs Currency(Default) and Cart Menu default currency in the shopping cart. They both need to be set to the same currency. One is for the main system Config > System Prefs and the other is for the shopping cart System > Product Maint > Cart Menus.

Weight Unit - set this to your shipping company preferred units of weight measurement.

Change Handle Via Members - This allows you to set for members to be able to change their handle (username) from their members lounge. Sometimes a good idea in the beginning if you have done a big data import, but not usually good for long term. Support is more efficient if once usernames are decided it is not easy for member to change them. Recommended this is set to N.

Display Upline Levels (PS) max 10 - In the genealogy report you can show as many levels per the Personally Sponsored tree upline as you wish on this report. Set how many Personally Sponsored vs. Placement upline levels you wish here. Normally in a Matrix or a Unilevel you would set these to how many levels deep your Matrix or UniLevel is. This will show many levels higher as it is going from personally sponsored to personally sponsored skipping any spillover.

Display Upline Levels (Place) max 10 - In the genealogy report you can show as many levels per the Placement Tree tree upline as you wish on this report. Set how many Placement vs. Personally sponsored upline levels you wish here. Normally in a Matrix or a Unilevel you would set these to how many levels deep your Matrix or UniLevel is. This method includes everyone in the tree upline based on placement.

Default Page UID - this allows you to set which custom client page you wish the system to serve up as your default page. This is used for Splash Pages. You create the Splash page, and enter its UID here, and it will then work for you.

Required Email Downline Approval? - This switch allows you to approve all emails passed from distributor to downline. This is turned off by default. N - Select N for no: Y - Select Y for yes. Once finished editing click Save Changes at the base of the page. To view a quick tutorial on this feature and how to use in full click here.

Exchange Brokerage Percentage - Please Leave all Exchange items as is please.

Exchange Brokerage Minimum - Please Leave all Exchange items as is please.

Exchange Mandatory Comm Percentage - Please Leave all Exchange items as is please.

Exchange Max Shares on market at 1 time - Please Leave all Exchange items as is please.

Exchange Max Shares in x days - Please Leave all Exchange items as is please.

Exchange Escrow Pct Int=Days Float=% - Please Leave all Exchange items as is please.

Exchange Minimum SharePrice (0=none) - Please Leave all Exchange items as is please.

Exchange Maximum SharePrice (0=none) - Please Leave all Exchange items as is please.

Fedex Account Number - Change only if you have set up with FEDEX for automated price quotes on the internet and had us integrate you to their automated systems.

Fedex Meter Number - See above (Fedex Account Number)

Fedex Carrier Code - See above (Fedex Account Number)

Fedex Sender State - See above (Fedex Account Number)

Fedex Sender Zip - See above (Fedex Account Number)

Fedex Sender Country - See above (Fedex Account Number)

Furikomi Bank Detail - This is only used for Japanese in Japan Implementations.

Furikomi Post Office Detail - This is only used for Japanese in Japan Implementations.

Gift Certificate Fee - You can charge a fee for each gift certificate used within the system. A gift certificate is an electronic number that allows a member to send money to a NON Member by way of an electronic key that the NON Member can use when joining to join without a credit card. It allows your members to sign up other members without the use of credit cards and be paid by whatever payment type the member wants, whether cash, check, paypal, handshake, or whatever. You can charge a service fee to the member issuing the certificate. A common amount is $1 to $5 per certificate. You can do them for free if you like too.

Show Genealogy Phone 0=no, 1=yes - You can choose to show the phone number of downline members or not in the genealogy report. Privacy laws suggest you only let personally enrolled phone numbers show.

- 0 will make system only show phone numbers for personally enrolled.

- 1 will make system show phone numbers for all in downline.

Name Display Option - This can be set to show how you wish the Name of your members to be displayed throughout the system. Select Fname Lname or Lname, Fname, or any other combination you wish to use to fit your country and language and level of formality.

Show Invoice Logo 0=no, 1=yes - You can decide if you want your invoices to have a log on them or not. No logo means text only will show.

- 0 Means do not use a logo

- 1 Means you do want to use a logo.

Free Omsys Trial Package ItemCode - If you are hooked up to the Omsys AutoProspecting system with INS, please set the Item number you have set in the Shopping cart for the FREE 30 Day trial we support, in this blank.

Paypal Merchant Email - You do not want to use paypal unless you are an affiliate program. If you use it, put the email of your account here. Speak to INS about risk/reward of Paypal for MLM.

Paypal Return URL - Leave this as is

Paypal Cancel Return - Leave this as is

Paypal Currency - Set currency you will use if you use paypal

Paypal Aship rtrnURL - Leave this as is

Paypal Aship canURL - Leave this as is

Paypal Max Payment In Amt - you can set the minimum amount of money that you will accept by paypal here.

Paypal Min Payment In Amt - set the amount you need to have a member considered ACTIVE in the system. If you do a free signup, make this 0.

Signup minimum amount required - The minimum amount of money required on signup.

Skip Shopping Cart in Signup (FREE) Y/N - Show the shopping cart in the signup, yes or no.

Force Placement to : (handle) - you can have the system force placement to a particular handle or username in the system. Only used if a component of your commissions plan. Not common so for most please leave as it is unless instructed by INS.

Graphics Template Directory - Leave this as is

Product View 1=view1, 2=view2 - Leave this as is

Display Quote of the Day? - Quote of the day option, whether or not you want it displayed.

StockHex Cost Per Combo - Please leave all StockHex configuration as is.

StockHex Min Ticket Cost - Please leave this as is.

StockHex Min Indicies Selected - Please leave this as is.

StockHex Number of Indicies - Please leave this as is.

StockHex Number of Future Draws Available - Please leave this as is.

StockHex % Of Ticket Voucher Sales to Prize Pool - Please leave this as is.

StockHex % Of Prize Pool for Division 1 - Please leave this as is.

StockHex % Of Prize Pool for Division 2 - Please leave this as is.

StockHex % Of Prize Pool for Division 3 - Please leave this as is.

StockHex % Of Prize Pool for Division 4 - Please leave this as is.

SolidTrustPay Merchant Account - Your account name for SolidTrustPay Merchant Account if you wish to use it.

Show Sponsored Count (Y/N) – In the recognition report, you can choose to show how many each recognized member has sponsored or not. In a fast growth scenario, it can be great to show, but in slow growth, it can be negative to show. Y makes how many the recognized member sponsored show, N makes it not show and just recognizes members in order of highest achiever to lowest achiever. You can see this report in the Members area if you turn it on in webeditor. It is turned off by default so you do not get any surprises. It should be UID 4025

Is SSN mandatory on Signup (Y/N) - Do you want do force people to put in their SSN when they sign up? Yes or No.

StrictPay Payee Account - Your account name for StrictPay Payee Account if you wish to use it.

Sweepstakes Ticket Price - Please leave all Sweepstakes configuration as is.

Sweepstakes Percent - Please leave as is.

Sweepstakes Maximum Size - Please leave as is.

Sweepstakes Matching Percent - Please leave as is.

Sweepstakes Qty Open Weeks - Please leave as is.

Terms & Conditions UID - This is the UID of the Terms and Conditions. to get the UID go to Config > WebEditor > Members > Terms and Conditions > Edit > URL File Location > copy UId number at end of URL.

Page Version - If change Terms & Conditions and want members to confirm new terms & conditions, simply change the Page Version to force members to reconfirm Terms & Conditions.

Admin Daily Money Transfer Limit - You can set this limit to control what the maximum daily amount of money you want to allow members to transfer by Inter-Member transfer before being approved by an Administrator. Common setting is $500.

Internal Money Transfer fee - You can set a fee the member pays when they utilize the Inter-Member transfer function to send money from their earnings in their personal account to another members personal account, possibly to cover an autoship. You can make it free if you like, common is $1 to $5

External Money Transfer fee - This is where you set the service charge for if you allow earnings to be received by International Wire Transfer done from your bank. Make sure make it as much as the bank fees, plus the time involved in preparing the paperwork. Members may like this as they can get money wired to whatever bank account they want, anywhere in the world, and as they can control how much they want to have before triggering a wire transfer, a $75 fee can easily be understood by the member.

Internal Money Transfer Minimum - You can set the minimum allowed to send money from one members personal account to another members personal account.

External Money Transfer Minimum - You can set the minimum withdrawal amount allowed to trigger an External Money Transfer by International Wire transfer.

Auto Approve Translation - Do you want to automatically approve all translations?

Upgrade to Distributor in Customer Account (Y/N) - Do you want to be able to upgrade to Distributor in the Customer Account? Yes or No.

Unfinancial Log In (Y/N) - This function allows/disallows distributors from logging in to their members lounge who are unfinancial. People become unfinancial when they fail to pay successfully on signup. Please note that if the payment type chosen isn't real time, that user will become unfinancial.

U-GotCash Merchant Account - Your account name for U-GotCash Merchant Account if you wish to use it.

U-GotCash Merchant Email - Your email for U-GotCash Merchant Account if you wish to use it.

Domain of Main Site - This is the domain name of your site. Do not change this until you have set your dns settings as per INS instructions and notified INS of the settings, and received notification from INS it is ok to set this or system will not function as expected.

- DNS SERVER

: ns1.ins-host.com

: ns2.ins-host.com

Force to this domain? (Y/N) - Do you want to force to this domain? Yes or No.

Volume Req for Half Bankable - Please leave this alone

Volume Req for Full Bankable - Please leave this alone

Binary Step Size - Please leave this alone

Step Value (before pro-rata) - Please leave this alone

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