Tutorial for Ecommerce Features

Introduction

This is where to find basic help with the e-commerce sections of your site. If you have access to the administration menu across the top of your site, many of these steps can be completed in the fly-out menu above. To most easily use this tutorial, you should open a new browser (Firefox) tab or window. Keep this tutorial open in one window / tab and follow the steps in the other window / tab. Most browsers you may open a new tab by pressing Control-t and a new window by pressing Control-n. If you need further assistance, please do not hesitate to Contact us.

To view orders

  • Click on Store Administration > Orders > View Order
  • Click on the icon with a magnifying glass to view, the icon with the pencil to edit and the icon with the tiny red 'x' to delete. You may also choose to search the orders given a specific status by using the filter above the list of orders.

To Create an order

  • Click on Store Administration > Orders > Create Order
  • If you would like to search for an existing customer, click Search for an existing customer and enter as much information as you know
  • If you wish to create a new customer, click Create a new customer and enter the new customer's email address then press Apply.
  • If you know the customer number or email address enter it or you may enter neither to create a blank order.
  • Click on each icon next to Bill To and enter or verify billing information
  • Click on the icon with the magnifying glass to verify all Customer Info
  • Click on Add Products and select all products to add
  • Press Submit Changes to finish order entry

To Search for an order

  • Click on Store Administration > Orders > Search Orders
  • Enter as much information as you know and press the Search button.

To View customers

  • Click on Store Administration > Customers > View Customers
  • On this screen you may sort by Name. E-mail, City or Customer ID.

To Search customers

  • Click on Store Administration > Customers > Search Customers
  • Enter as much information as you know and press Search
  • On this screen you may sort by Name. E-mail, City or Customer ID.

To Add New Products

  • Click on Content Management > Create Content > Create Product
  • Carefully fill out all information and press Save when finished

To View Products

  • Click on Store Administration > Products > View Products
  • On this page you may sort by Name or Price. To view a product simply click on its Name

To Delete Product

  • Click on Store Administration > Products > Manage Products
  • Click on product you wish to delete
  • Press Edit
  • Scroll to the bottom and press Delete, then confirm deletion

To add an attribute (things like subscritions, payment plans, etc)

  • Click on Store Administration > Attributes
  • Click on Add an Attribute
  • Enter a Name, Label, Any help text necessary, determine if this is an Optional attribute, select Display Type (Select box, text field or radio buttons) and determine where it should be asked of the customer with List Position (the higher the number the sooner the customer is asked)
  • Press the Submit button

To add an attribute option (things like 12 month, 24 month, blue, etc)

  • Click on Store Administration > Attributes
  • Click on the Options button of the attribute you wish to add options to
  • Click Add an Option
  • Enter a Name, select List Position (the higher the number the sooner the customer is asked), Enter and adjustments of Cost, Price or Weight
  • Press Submit

To modify attribute options

  • Click on Store Administration > Attributes
  • Select the Attribute you wish to modify
  • Click Options
  • Select the one you wish to modify and press Edit
  • Change the text of the title of this attribute
  • Press Save