Manual For customers after initial set-up‌ If you have any questions, contact us at: Email: livedesignersupport@melco.com Phone: 303-474-1057 Now that your site has been setup by Melco and delivered to you, these are the initial steps to getting started. This document will allow you to follow the suggested steps in choosing your products, set pricing, and more‌
Table of Contents 1. Preface................................................................................................................. 2 Template Zones ........................................................................................... 2 Logistic Providers ....................................................................................... 3 Appendix A - PayPal Configuration ........................................................... 5 Payment Method Type ................................................................................ 5 Site Domain .............................................................................................. 11 FAQs ......................................................................................................... 11 About Us ................................................................................................... 11 Contact Us ................................................................................................. 11 Tax Information ........................................................................................ 11 2. Master Catalog .................................................................................................. 12 Assigning Products ................................................................................... 12 Removing Products ................................................................................... 13 2. Product Pricing.................................................................................................. 14 Selling Price Configuration....................................................................... 14 Default Markup ......................................................................................... 14 Select a Markup Type ............................................................................... 15 Embroidery Pricing ................................................................................... 18 Printing Pricing ......................................................................................... 19 3. Manage Designs ................................................................................................ 20 Use Existing Design .................................................................................. 20 Upload your own Design .......................................................................... 21 Customer Specific ..................................................................................... 21 Remove Designs ....................................................................................... 23 Creating Pre-Designed Products ............................................................... 23 4. Dealing with Orders .......................................................................................... 24 Order Workflow Management .................................................................. 24 5. Allowing Purchase Orders ................................................................................ 26 6. Search Options .................................................................................................. 28 7. Site Metrics ....................................................................................................... 29 8. How to Get Found Locally ............................................................................... 30 1
1. Preface Template Zones Below you will see which areas of your home page are customizable. The pixel parameters for each of these areas are located at the upper left corner. For any changes, please email us at livedesignersupport@melco.com
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Logistic Providers You must first choose from UPS or Flat Rate. LiveDesigner Suite offers two choices of logistics, shipping with UPS or Flat Rate shipping. Both of these options cannot be offered to the end customer at the same time. Note: To use UPS shipping, you must first obtain a valid UPS account. If you don’t have a valid UPS account already, simply go to www.ups.com and apply for one. To select which type of shipping you would like, log into your admin at punchsystems.com. Edit Profile Bank Information Logistic Providers
UPS Shipping Every LiveDesigner site looking to offer track-able shipping services should have a valid UPS account associated with it to perform address validation, estimate shipping cost and produce shipping labels. To enter or edit UPS shipping information go to your admin at punchsystems.com: Edit Profile Bank Information Logistic Providers Select “UPS” in dropdown. Select Logistic Provider: Select “UPS” License Number: Enter number shown here: “ABF667D4DAD95A10” Account Number: This is your UPS Account #. UserID: This is the user i.d. you use to log into UPS.com. Password: This is the password you use to log into UPS.com.
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Flat Rate Shipping Flat Rate Shipping is the current alternative to shipping with UPS. By selecting this shipping option, a site owner can charge a flat rate for shipping depending on the weight of the order. Select Logistic Provider: Select “Flat Rate Shipping” Unit of Weight: Select the unit of weight you use in your country. Per Unit Price: Enter in the cost of shipping each unit according to its weight. i.e., $0.50 for each ounce. End Customer Display Message: This is the message that will appear to the end user in the shopping cart, letting them know any rules you may have regarding flat rate shipping. i.e. “Ships only within the USA. Canadian customers, please call.”
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Appendix A - PayPal Configuration Payment Method Type Your LiveDesigner Suite eCommerce site works only with services provided by PayPal. You may choose from the following 2 options to enable your site to accept payments online. 1. PayPal Website Payments Standard a. Sign up for this directly at www.paypal.com b. Requires a bank account
Or 2. PayPal Website Payments Payflow Edition a. Sign up with PayPal direct sales at: 888-847-2747 b. Comes with a PayPal merchant account and requires additional verification Note: Opening a PayPal Website Payments Payflow Edition account is opening a real bank account in the country you reside, and in-turn requires proof that you will have a real business online. For this reason, it is best to apply for your merchant account after you have set up your site and have access to the website address and the contract with Melco that will be available in your administrative site area. Please mention you are referring to a Live Designer Suite product from Melco.
Setting Credentials for PayPal Standard Note: If you are using PayPal Website Payments Payflow Pro Edition, skip these steps and go to page 15. You will need to have a valid PayPal Business account. To obtain this, go to www.PayPal.com and sign up for a “Business Website Payments Standard” account. Once you have set up a “Business Website Payments Standard” account, you’ll need to provide the following credentials on your admin site at punchsystems.com to initiate any transactions with PayPal. PayPal Email: PayPal email is the email i.d. which is used to create the PayPal Business account. PDT Identity Token: PDT (Payment Data Transfer) needs to be enabled from your PayPal account profile to get the response of the transaction.
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Following are the steps to generate the Identity Token. Go to Paypal.com: 1. Click the My Account tab. 2. Click the Profile sub tab. 3. Click the Website Payments Preferences link, as shown in the following snapshot.
4. Website Payment Preferences: Set the Auto Return to ON. In the Return URL field, enter the url to where you want your payers redirected to after they’ve completed their payments.
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5. Now go to the Payment Data Transfer section and turn it ON and save, as shown in the following diagram.
6. For security, the Identity Token is not sent to you. However, once you’ve enabled your PDT (Payment Data Transfer), your Identity Token will permanently appear on this page. You will need to pass this Identity Token, along with your Transaction Token, to PayPal in order to receive information confirming that a payment is complete.
This Identity Token needs to be saved in your admin at punchsystems.com: Edit Profile Bank Information Payment Method Type
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API User ID, Password & Signature Log in to the PayPal account. Main page appears. 1. Click the My Account tab. 2. Click the Profile sub tab. 3. Click the API Access link, as shown in the following snapshot.
Click on the link Request API Credentials.
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Select the Request API Signature option and click on Agree and Submit button.
Your API Credentials will be displayed. Click the Done button to save.
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Once you have your PayPal merchant account information, go to your admin at punchsystems.com: Edit Profile Bank Information Payment Method Type Select PayFlow Pro OR PayPal Standard
Website Payments Payflow Pro Edition Merchant Name: This is the name PayPal refers to you as. Partner ID: This is the i.d. of your merchant account partner. Enter “PayPal� for this. Login ID: This is your PayPal user i.d.that you use to login to manager.paypal.com. Password: This is your PayPal password you use to login to manager.paypal.com.
PayPal Website Standard PayPal Email: This is the email you use for your PayPal Account. PayPal IdentityToken: Instructions on obtaining this are found in Appendix B of this document. API User Name: Instructions on obtaining this are found in Appendix B of this document. API Password: Instructions on obtaining this are found in Appendix B of this document. API Signature: Instructions on obtaining this are found in Appendix B of this document.
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Site Domain Because domains are used for email, creating sub-domains and other uses, you’re responsible for maintaining your sites domain. In order for your domain to be pointed correctly to your LiveDesigner Suite, the domain’s “A Record” must point to Melco’s IP address provided below: Melco IP Address is: 64.78.188.72
FAQs LiveDesigner Suite provides the site owner a place to maintain frequently asked questions, also referred to as FAQs. Once created, these FAQs will appear on the FAQ page accessible on your website. To create and edit FAQs, go to the following area of your admin at punchsystems.com. Others FAQ’s Edit/Add/Delete any items you prefer.
About Us If you would like to edit your About Us page, go to your admin at punchsystems.com. Others Manage Contents Home About US.
Contact Us The information present on the Contact Us page is compiled from information you provide in the “General Information” and “Account Settings” page. To edit this information, go to your admin at punchsystems.com: Edit Profile Edit Subscriptions Edit Profile Account Settings
Tax Information You must enter your Tax information before taking orders. To do this, go to your admin at punchsystems.com: Edit Profile Bank Information Tax Information
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2. Master Catalog Assigning Products Melco provides a pre-made catalog to personalize. You will need to determine which products you would like to carry. Below are instructions for assigning products from our master catalog into your site. Log into your admin at punchsystems.com: Product Management Product Management “Assign Products, Types, Styles” button. Important: This button will give you access to the Live Designer Suite main catalog. You may assign or remove products from your site here.
Once you’ve clicked on the “Assign Products, Types, Styles” button, you will see a product tree that contains folders of our products. 1. 2. 3. 4.
You may expand the product tree by clicking on the “+” next to each folder. Click on a sub-category you would like to view and a list of those products will appear. Select each product you would like to carry. Scroll down to click Save. Once saved, these products will be active on your site.
Filter by simply checking or un-checking which products you want to assign.
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Removing Products To remove products that have been assigned via the “Assign Products, Types, Styles” button, you may do this 2 ways. 1. Product Management Product Management click on “Assign Products, Types, Styles” button drill through your top level and sub level category and uncheck the items you wish to remove click Save.
2. Product Management Product Management check mark products you wish to remove and click the Delete Product button located at the bottom of the screen. Note: This method will remove products from your site only and will not affect Live Designer Suites main catalog. You may re-assign the deleted products from our main catalog by going to the “Assign Products, Types, Styles” button.
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2. Product Pricing You may change the price under Product Management Product Regular Price Regular Price. You will have two options to determine your price. 1. If you ARE going to offer volume pricing, enter the price you pay for the product; also known as your “cost”. The price your customers will pay will be determined in the Selling Price Configuration page. 2. If you are NOT going to offer volume pricing, enter the price you would like to charge your customers for the product. Note: “Current Price” is just the price that has been embedded in the original .gfm (garment file melco).
Selling Price Configuration In the Selling Price Configuration page, you’ll configure variables related to pricing. To begin, go to your admin at punchsystems.com: Edit Profile Selling Price Configuration.
Default Markup The price your customers pay will be determined by your Default Markup %, For example, if you set the cost for a product to $5.00 under Regular Price, and set your Default Markup % to 100, your customers will be charged $10.00 for the product.
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Do you want to Further Specify Markup on Product Basis or Quantity Basis Simply select this if you would like to offer volume pricing.
Select a Markup Type Here you can select either Flat Markup or Quantity based Markup. Flat Markup will only allow you to markup services according to product type.
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Here you can assign a markup by product type. Any markup here will be based on the price that was set in the Regular Price under Product Management Product Regular Price. For example, if the Regular Price for a product that’s located in Menswear is set to $4.00, and the “Markup Percent by product type” is set to 100, the customer will be charged $8.00 for the shirt. If the “Markup Percent by product type” is set to 50, the customer will be charged $6.00.
Quantity-Based Markup: Quantity based markups allow you to markup products by quantity and category. It is most commonly used. Click on Edit Profile Selling Price Configuration Select Quantity Based Markup Save and Continue.
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Now you will want to create your Quantity Groups. This is to set a range for your group discounts. For example: Start range = 1 and end range = 10. This means if a customer orders between 1-10 products, the price will be X. X will be determined in the next step.
After you’ve created your Quantity Groups, you will need to set the Markup by Product Type (%) by entering the percent for which you’d like to mark your product “Regular Price”.
This shows 80, which is 20% off.
Example 1: Regular Price = $3.00 Default Markup = 100 Menswear 1-10 = 100 The customer will pay $6.00 for the product because there are no discounts for quantity 1-10. Example 2: Regular Price = $3.00 Default Markup = 100 Menswear 11-20 = 90 Customer will pay $6.00 – 10% discount (100 – 90 = 10) Final price is $5.40
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Embroidery Pricing To set Embroidery Pricing, go to your admin at punchsystems.com: Edit Profile Selling Price Configuration Embroidery Pricing. The pricing of embroidery is based by cost per 1000 stitches. Any .ofm embroidery design uploaded to the site will have the number of stitches in the design already assessed plus an additional 20% to allow for possible resizing. The embroidery text will be assessed by the number of stitches based on the font and size of the lettering.
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Printing Pricing LiveDesigner Suite has a DTG (Direct to Garment) pricing module. To set Printing Pricing, go to your admin at punchsystems.com: Edit Profile Selling Price Configuration Printing Pricing. Printing Pricing is on a per view basis. For example, if your Design setup charge is $2.00 and your Printing charges (per product) is $5.00, your customers will be charged $7.00 per view, regardless of how many designs they’ve placed on that specific view.
Other Charges: In the Other Charges field, you can choose to include charges for gift wrapping, expedite order charges, and order handling charges. Each of these charges will only be charged once per order.
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3. Manage Designs You, the site owner, have the ability to add, delete, update, and manage your own designs. There are 2 ways of adding your designs.
1. Use Existing Design Use an existing design by assigning designs from LiveDesigner Suite main catalog. Click the “Assign Design Categories/Designs” button. A new window will appear. Click the “+” next to each category to expand the list. Place a check mark next to the items you want to offer and scroll down to click Save.
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2. Upload your own Design Upload your own designs by selecting a Design Category and Sub Category. Scroll to the bottom of the page and click “Upload Design”.
Customer Specific This allows you to set a design to be customer specific. Your customer must first create an account from your home page. Once that account is set-up, you may browse for their name via the magnifying folder located to the right of the customer specific text field. After you’ve selected the customer’s name, it will populate into the customer specific text field. Now, when this user signs in, the specific designs you’ve selected will appear exclusively for them.
Design Groups: Design Groups are created in order to help you manage where your designs came from. For example, if you have designs from Dakota Collectibles, you could create a group called Dakota Collectibles and place all your .ofm’s into that group. Or create a group called Action Illustrated and place all your Action Illustrated designs in that group.
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Design Suitable For: Select either print or embroidery depending on the application type for your design. All Upload design will be Editable/Non-Editable: This feature is coming soon. Select Design files to upload: This is where you can upload your designs. Click on the browse button and search for your design (.ofm’s for embroidery and .png’s for printing). Once the file appears in the window, click Upload. Select the design after the image appears and click save.
Once you check the box - “Customer Specific”, click this icon and the box below will pop-up and you can search for and select your specific customer.
Note: Melco recommends not having any more than 80 designs present in one Category or Subcategory due to the time it takes to load the designs.
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Remove Designs To remove designs, go to Design Management Design Management (select your Category/Sub Category the design is in) (check the design you wish delete) (scroll to the bottom of the screen and click Delete.)
Creating Pre-Designed Products For the Pre-design Products...you will complete the following steps: 1. Log into your Admin (punchsystems.com) 2. Go to Product Management > Pre-design Product Category 3. Click on the Add button to create a category. Give it a name and description and click Save. 4. Now go to your website and sign in with your site owner credentials from the homepage. 5. Go to Design Tool and select a product. 6. Now place any custom text or add a design from the design library on the product. 7. When done, click the Save button. 8. You will be prompted to save your item, give it a name, choose a pre-design category and save it. 9. Now click on the products tab and from the dropdown menu, choose a category. 10. You will see your pre-designed item in there. 11. If you ever decide to remove that specific shirt or design, login in your Admin, go to the pre-designed product category and delete the files.
The product and design must always be active on your catalog for the pre-designed item to appear. For example, if you’ve created a pre-design shirt with a Hanes T-shirt and a design file called Dog.ofm, both the Hanes T-shirt and Dog.ofm must always be a part of your catalog in order for your pre-designed item to appear active.
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4. Dealing with Orders Now that you have… 1) Finalized the site’s catalog (assign it or upload your own gfm). 2) Configured site pricing (regular price and markup). 3) Finalized the site’s designs. 4) Set up shipping on your site (Flat rate or UPS). 5) Set up the site’s payment type (PayPal Website Standard or Website Payments Payflow Pro Edition). 6) Configured the domain to point to your new site. 7) Added your FAQ and About Us content. 8) Confirmed/updated the site’s contact. …You are ready to deal with incoming orders to your site.
Order Workflow Management After you’ve received an order, you’ll be notified by email. You may edit this email address at; Edit Profile Account Settings Notification Settings. To view your orders, go to: Manage Orders Order Workflow Management. This page provides you with your order information. Search Orders: You may filter through orders in this section by using the order number, order date, first name, last name, or by cancelled orders. Order Number: This is the customer’s order number, aka PO number. Order Date: This is the date the order was placed. Order Description: The name of the garment and color will appear here. Order Status Buttons: These buttons are used to manage and check the status of each order. You may or may not choose to utilize them. Ord: “Ordered” – Click this button when you’ve finished ordering all the products related to this order. RCD: “Ready For Processing” – Click this button when you have all the related products ready to be fulfilled. 0-100: “In-Process” – Click this button when you want to provide information on the % of the order that is completed. RPU: “Ready For Pick-Up” ” – Click this button when you wish to indicate that the order is complete and is ready for pick-up by your shipping provider. Shp: “Shipped” ” – Click this button when you would like to produce a UPS shipping label. This will also send an automatic email to your customer notifying them that their order has been shipped and will provide them with their order tracking number.
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To the right of the Order Workflow Management Screen are a series of links associated with each order. These links are as follows: DownLoad Design: You can view and download designs here. You can also click the image for a larger view. Order Details: You can view the order details such as product and shipping information here. Customer Profile: You can view customer information here. Send Email: You can send the customer an email related to this order here. Cancel Order: You can cancel the order in LiveDesigner Suite. You may also need to handle re-imbursements with you merchant account as well. Re-activate Order: If you’ve cancelled an order, this link will appear in case you would like to re-activate the order. Track: If you use UPS and generated a shipping label, you can click this link to go to UPS and track the order. Preview UPS Label: Once you have generated the UPS label via the “Shp” button, this link will appear for you to preview it.
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5. Allowing Purchase Orders If you wish to invoice specific customers instead of having them use a credit card, follow these steps to allow for a purchase order. Step 1: Have your customers create an account on your website.
Step 2: Login into your admin at puchsystems.com. Go to Manage Customers (search for your customer) check mark “Allow PO�
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Step 3: Have your customer’s login on your site.
Once they’re in checkout, they’ll be given an option in “Payment Method” to select “Purchase Order” in the drop down menu. ***The PO amount must be equal or greater than the total order price to continue to the next page.
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6. Search Options Go to your admin at punchsystems.com: Edit Profile Account Settings Search Options Enter in keywords that are specific to your niche market. Melco does not manage your keywords.
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7. Site Metrics To get a Google Analytics codes, you must follow these steps‌ 1. Sign up for Google Analytics. 2. From the Analytics Settings page, find the profile for which you would like to retrieve the tracking code. Please note that tracking code is profile-specific. 3. From that profile's Settings column, click Edit. 4. At the top right of the Main Website Profile Information box, click Check Status. 5. Your tracking code can be copied and pasted from the text box in the Instructions for adding tracking section. Note: We do not support your Google Ad Words. These steps were provided by Google to help you obtain your Google Analytics Code that can be copied and pasted in this section of your LiveDesigner Suite Admin.
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8. How to Get Found Locally Before you start Have all your business information, including EIN#. WARNING: Do not submit until your site is ready to accept orders and ready to be marketed. Local Search Engines
Start Here - Yahoo! Local gives you the names and phone numbers of local services and businesses, and also shows you information related to them. Click here to get started.
Local Business Center Google is the #1 site in the world. List with Google’s Local business Center and you will be found when someone types in “Embroidery <Your Town>”. Click here to get started.
AskCity gets editorial and user reviews from a variety of sites around the web including CitySearch, Yelp.com and Insiderpages. Click here to get started.
Start here - Microsoft Live Local, an online local search and mapping service that combines unique bird's-eye imagery with advanced driving directions, Yellow Pages and other local search tools.
TrueLocal is a local search engine free to hundreds of thousands of users. It is an Internet business directory with brains because you can full text search on it. Click here to start.
Start here - Local.com enables consumers to find local businesses, products and services. Local.com's Advertiser network includes Citysearch, Verizon SuperPages.com and Yahoo!.
AOL Local Search provides access to relevant information specific to your region. Find local businesses, breaking news and other information for your area. Click here to get started.
Citysearch is a leading local search service, empowering users to make informed decisions about where to spend their time and money by delivering trusted content, including more than 500,000 editorial profiles and user reviews of local businesses. Get started here.
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Start here - InfoSpace's online directory products are uniquely structured and highly interactive to help users locate businesses, people and information online, while creating optimal revenue opportunities for advertisers and listings partners, such as Verizon SuperPages, BellSouth, and Dex Media.
SuperPages.com enables users to find local and national businesses and compare goods and services before connecting with merchants across the country. Click here to get started.
BigBook.com provides yellow pages and business information for: Lawyers, Hotels, Restaurants, Florists, Mortgages, and more. Click here to start.
Get started here - Dex accepts advertising into its 14-state region from anywhere in the United States only. The Dex 14-state region includes Arizona, Colorado, Idaho, Iowa, Minnesota, Montana, Nebraska, New Mexico, North Dakota, Oregon, South Dakota, Utah, Washington and Wyoming. Dex
Sign Up Here YP.Com, a public company, is the leading independent provider of Online Business Listings. Our product packages provide advertisers preferred placement in our yellow page search results and their own Mini Webpage.â&#x201E;˘
YELLOWPAGES.COM is uniquely able to offer searchable directory listings. Whether you're looking for a particular item, business, event, location or service, YELLOWPAGES.COM is your trusted online source for comprehensive national and local business information. Click here to get started.
To be listed on Metrobot, business owners must register and then submit their advertisement, which is currently a free service. To get started Click here.
Start here: ZoomInfo is the premier business information search engine, with profiles on more than 35 million people and 3.8 million companies.
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MacRAE'S BLUE BOOK is only offered to companies located in North America that supply American industrial organizations. To update your current listing or to add your company as a new listing, download the Free Listing Request form(PDF), fill it out and fax it to us at 866-605-7333. The information will be reviewed by our Editorial Department and added to the website. Get started now.
Localeze organizes local content collected from sources including the Yellow Pages, authorized brand dealer lists, Internet sites and local merchants. Get started.
iBegin Source is about local data - get listed for free. We offer a free download (non-commercial license) or a commercial license for local business data.
LDC works with some of the biggest names on the web, from the No.1 search engine to the No.1 directory, supplying data to over 40 websites in the UK. Click here to get started.
Start here - Yelp is the fun and easy way to find, review and talk about what's great (and not so great) in your world.
Get listed Citysquares.com is a local company that brings together local businesses and their consumers. Click here to start.
Start here - Whether you´re searching for a good restaurant, car mechanic, dentist or other local businesses the video, pictures and written reviews from members of MojoPages can help guide you to the best. Click here to start.
If you have any questions, contact us at: Email: livedesignersupport@melco.com Phone: 303-474-1057 32