In the default theme of the store front, parent categories are listed in the top menu of the home page, and on the left side of product pages. This navigational feature is used to guide customers to similar products within the same category. Exposing customers to different products within a category lets the customer compare the similarities and differences between products to make the most informed purchase. When adding products to the store, you will be asked for a product category to sort them in. It is a good idea to establish these categories before adding products, to save yourself the trouble of adding the category name to the products later.
To access the Category page in the administration, hover over the Catalog button and click on Category in the drop-down. You will be a directed to a page that displays the category names of the store products (as seen below).
The categories above were included with the default products provided by the install. You may delete them to make room for the store's product categories. To delete, check the box next to the row that the category is listed on. When the products selected for deletion are checked, "Delete" can be clicked on in the upper right corner. This should remove the product categories completely.
The Sort Order indicates the order that the categories are displayed in the top menu and category box on the product page. Desktop (sort order-1) will be sorted above Laptops & Notebooks (sort order-2) because it has a higher priority.
Clicking "Edit" under "Action" will direct the administrator to a form to change the category information. Clicking "Insert" will allow the shop owner to insert more products to the site.
Before you learn how to add products, you will need to understand how to create product categories. Product category is an essential organizational feature in e-Order. e-Order organizes the structure of an online store around these product categories. Every product category gets their own space in the store to display all the available products for that category.
Organizing products into categories is useful for navigating a store's inventory in both the store front and administration side. In the administration, creating categories for products will help the shop owner keep track of specific products within a category. In the store front, customers will be able to browse their favorite products by category. Category pages can be accessed in the top menu and from the category box in the product page.
Go to Catalog > Category in the administration. If this is your first time in the category section you will see a list of categories created for the default products. You should feel free to delete them to make room for your store's products. To create a new category for products you can click "Insert" in the upper right corner. You will be directed to the category's information page. Category information can be filled out under three tabs: "General", "Data", "Design".
The General tab asks for basic information regarding the product category:
The Data tab asks for the following data:
The design tab consists of the "Layout Override" feature. In this feature, you can choose to override a layout, such as the 'Account' page, to include the category on that page. For more information on layouts, see Modules. You can just leave it blank for the meantime.
Pressing 'Save' in the upper right corner will save the information in the General, Data, and Design tabs, and add the product category to the category list. With the product categories created, you are now ready to add products to the shop.
Products are the bread and butter of the average e-Order store. Therefore, it is essential that you learn how to manage your store's product inventory using the e-Order administration side. Before adding products, you must make sure that you have all the necessary information about the product you are adding to the store. To get detailed information of your products to your customer, e-Order requires this information to be gathered beforehand. The more information given to e-Order about a specific product, the more informed the customer will be about that particular product when purchasing it from your store.
The Product section, accessed under Catalog, will display all the products available in the store.
Every row of product will contain the following information:
Checking an individual box in the first column will select the product information within the same row. Once selected, you can choose to "Copy" or "Delete" the product. "Copy" will duplicate the product and it's information categories. "Delete" will remove the product selection (including its information) completely.
If you would like to look up a product in the product list, you can use "Filter" as a shortcut to search for it. For more information on the Filter tool, visit Filter. Pressing "Insert" in the top right corner will direct the administrator to a form to add new products.
The complete list of store products can be found under Catalog > Products. If this is your first time in the Product section, you will notice the default products left over from the installation. These products can be used to experiment with and explore the e-Order features before launching your store. You will eventually need to delete these products to make room for your store's products.
To delete the default products:
There should now be a blank list to add individual products to. The "Insert" button directs the administrator to a page requiring product information under the following tabs:
Before products are added to the administration, product categories must already be established by the administrator. See Categories before continuing with this section. With the product categories created, products are now ready to be added to the catalog.
At this point in the guide, you will have completed all the steps and filled out all the appropriate information for the product. To complete the process of adding this product, click "Save". When you return to the Products page under Catalog, you will now see this product listed. You can choose to modify any of this information included above, at any time, by clicking "Edit" across from the product.
The format of the General tab is identical to the General tab when creating a product category, with the addition of the Product Tags feature:
The data tab includes all the product criteria that will be included on the product page in the store front for customers to view:
Fill in the spaces above with the following information:
The Links tab specifies which pages e-Order will show the product on:
Attributes are the specifications that are compared between products in the Product Comparison. Attributes are originally created under Catalog > Attributes. In Catalog > Products, selecting an attribute will assign an attribute directly to a specific product. If e-Order was just installed, it will be blank. Press "Add" and a form below should appear. Fill in the blanks with the attribute name and information, and click "Add Attribute".
For example, if a customer wanted to compare monitor size of a computer monitor with another product with a monitor, we could create an attribute for the product. Under "Attribute" we would call it "Monitor size"; in the Text box area we would type the dimensions of the monitor of that specific product, and click "Add Attribute". See Attributes for a more in depth explanation of attributes.
Options are extra selections that a customer can make on the Product page before adding the product to the shopping cart. Options are first created under Catalog > Options, then assigned to a product that is created under Catalog > Products.
One example of an option is "size". Begin by typing "size" into the search box. Size should appear in a drop down box. Select it, and click on the green add button. On the right, click "Add Option Value".
The Option Values were previously created in the Options section under Catalog. In this section any option can be added, such as "Large". To subtract from the quantity every time a product is purchased with this option, you can select "Yes" under "Subtract Stock". An increase of price can be added to the option value, points, and weight. Click "Add Option Value" to assign that information to that specific option value. You can click "Remove" to erase the option value. See Options for a more in depth explanation of the options feature.
The Discount Tab needs the following information to include a discount for a product:
Press "Add Discount" once the information has been filled in. Click "Remove" to remove the discount from the product.
The Special tab is identical to the Discount tab, except that this offer will be considered a special, not a discount. Fill in the customer group, quantity, priority, price, date start, date end.
The images tags let the administrator add additional product images to the product page. The main image was already uploaded in the Data tab of Products, so keep in mind these images will be included below that main image on the product page.
You may click "Add Image", then "Browse" to select an image from the Image manager. Assign a number for sorting order. "1" will make it the first additional image, while every descending sorting number will follow it. The image above is an example from a product page in the store front. The large main image was added in the Data tab. The images above were added in the "Image" tab, with the farthest top left assigned as 1, and the following images assigned a lower priority.
Reward points is a feature of e-Order that assigns customers "loyalty points" for purchasing products from the store. Customers can use these acquired points as a currency to purchase products from the store. You can assign this product a certain number of reward points required for a customer to purchase it with. If you don't want to allow this product to be bought with reward points, you can simply leave this area blank.
If you want a product available on other layouts besides the product page, you can choose to override certain layouts in order to include that product on that page.
Profiles are a new, optional feature in e-Order 1.5.6. They allow you to set up recurring payments for your customers. Profiles are useful if you plan to sell products by subscription, if you are promoting a discount or member's club, or if you are simply breaking up payments into smaller portions. This feature gives the store owner more control over how customers are charged for products or services.
In order to set up a recurring payment or view your existing profiles, first open your Catalog > Profiles Tab..
If you choose to Insert a new profile, you will see the following options:
If you choose to enable a free trial or special pre-payment program, the form will ask for the following information:
In this example, the trial cycle and trial duration are both set to "1," and the frequency is set to "month," creating a free trial of this plan that lasts one month only. If you wanted to make a free trial that lasted two weeks, you would set trial duration to "1," trial cycle to "2," and trial frequency to "weeks."
Do not forget to Save when you are finished, and you will see your new profile listed on your Profile page. Now, in order to apply your new profile, you must connect it both to a product and to a customer group. Learn more about how to make a customer group on the Customer Group page.
Once you have created your customer group and added your selected customers to that group, you are ready to apply your profile to a product.
Open your Catalog > Products page and choose a product. Click Edit, then click the Profile tab.
Click Add Profile, and you will see dropdown boxes appear that will allow you to choose which Profile and which Customer Group to apply to that particular product. When you are finished, click Save.
Your new Profile has now been applied to your selected customers for your selected product.
Filter is a handy tool used regularly throughout the e-Order administration. You may type into one of the information field for the item on the item list. Pressing Filter will "filter out" all the items in the list that do no match the criteria entered in the space, leaving only the items that match. With Filter, you can quickly locate any information stored in list form. Products, Categories, Customers, Reports, Orders, and more all use Filter as the main search tool to locate items in a list.
For examples, if you would like to look up a product in the product list, you can use "Filter" as a shortcut to search for that product. This can be helpful when there is large amounts of product and you would like to edit a specific product without having to browse through every page for it. The search boxes are located in the first row above the product list.
In the screenshot above, "nikon" is typed into the "Product Name" information field. "Filter" only displays what matches "nikon". The Nikon D300 is the only product displayed because it is the only product name containing the words "nikon" in this shop. If the "nikon" wording was present in more than one product name, the "Filter" button would display all of them.
The attributes section lets you edit the attributes compared between products in "Product Comparison". When viewing products in the store front, customers have the option to add products to "Add to Compare" to analyze the similarities and differences between products in the store. Attributes can be used to describe the size, weight, color, and any other specifications of the product that have potential for comparison. You can create these attributes in the Catalog > Attributes area. To add attributes directly to products, visit the Attribute tab under Products.
An attributes group contains related attributes that can be compared under Product Comparison. Attributes such as 'Clockspeed' and 'No. of Cores' can be organized under the larger attribute group of 'Processor'.
To create an attribute group, go to Catalog> Attributes> Attributes Group and click "Insert". This form only requires an attribute group name in "Attribute Group Name". Adding the "Sort Order" is optional. Adding a sort order will affect the arrangement order of attributes under Product Comparison. The attribute groups created here can have individual attributes added to them later.
In Catalog > Attributes, attributes can be created, edited, and deleted.
To create a new attribute, click "Insert". This button will direct you to a page asking for the "Attribute Name", "Attribute Group", and "Sort Order".
The "Sort Order" determines the position of the attribute if the product has multiple attributes assigned to it. The "Attribute Group" is the larger group of attributes that this particular attribute will belong to when assigned.
At this point in the guide, you should be familiar with creating attributes on the administration side; so let's see how creating an attribute in the back-end can affect the store front of the shop. For the purposes of this example, we want to add a 'Display' attribute group to help our customers compare the differences between "aspect ratio" and "monitor size" attributes for our default laptop products in our store.
The first step is to create a broader attribute group to store our individual attributes, aspect ratio and monitor size. We will create 'Display' as our attribute group, under Catalog > Attributes > Attributes Groups.
The next step is to create the specific attributes, Aspect Ratio and Monitor Dimensions, with descriptions under Catalog > Attributes > Attributes.
We type the name, Aspect Ratio, then assign it to the broader attribute group "Display". We assign 1 to sort order because we want this attribute to be above all the other attributes in the Display attribute group. When we click "Save", "Aspect Ratio" will be added to the attributes list. We create another attribute named "Monitor Dimensions", but we will change the sort order to 2, so that it appears below "Aspect Ratio" under Product Comparison.
Now that we have the attributes created, we need to edit the individual products to contain these attributes. To be consistent, we will add "Aspect Ratio" and "Monitor Dimensions" to all of our laptop products. We don't want a scenario where our customers need to compare different laptop products, but only one or two of our laptops has the "Aspect Ratio" listed to compare.
To add attributes directly to a product we go to Catalog > Products, and click edit for our HP laptop product. In the Attributes tab, we add the Aspect Ratio and Monitor Size attributes individually. The text description must be manually added, so we add 16:10 to "Aspect Ratio" and 19.3" x 27.2" to our monitor size. As seen below, when we start typing "Monitor", both the attribute group and attribute name is displayed in the drop down box..
We will continue on by adding these two attributes individually to all of our laptop products.
In the store front we added the Sony VAIO and HP LP3065 laptops to our product comparison from their respective product pages. Under the Product Details we can see our Display attributes group (highlighted by the red box). Since we gave the group a sort order of 1 when we inserted it into the attribute group list, it was the first attribute group displayed. Within the "Display" group, our "Aspect Ratio" and "Monitor Size" attributes are listed according to their sorting order. The specific text we included in the attribute section under Products is shown under each respective product column.
Our customers can now make a more informed decision with their purchase by comparing the Display attributes in Product Comaprions. Understanding how to use attribute groups and attributes with products can help raise the level of customer satisfaction.
The Options section, under Catalog, lets you customize what details the customer sees when checking out a product. On the product page, the "Available Options" section is displayed under the price. The option for that product must be selected before the customer can add the product to the shopping cart.
The image below displays the default options, but you can choose to edit or delete any of them. Essentially, the options can be created to fit whatever added specifications are needed for the customer to purchase the product. The "Insert" button will direct you towards creating a new option.
For example, if you wanted the customer to choose a size for a particular product before checking out, you can create a "Size" option.
The "Type" dropbox will show a variety of ways to display this option:
For the "size" option, three option value's were created : "Small", "Medium", and "Large". Images could be added for the option, but since it is referring to size the option value name will suffice. If the option was "Color", having images of the color would be appropriate.
To apply the options to a specific product, you will need to edit the Option tab under Catalog > Products. Options could to be created prior to adding a product, then added during product creation in the Options tab.
With the general concept behind "Options" explained above, we can now go into a detailed example of using the Option section to alter the checkout experience in the store front. For this example, we will be adding Options to the iPod Classic product example provided from installation.
The image below was taken from our iPod Classic product page. We can see that product details such as manufacturer, product code, availability, and price are given product details next to the product image. The only interactive option seen below is the "Qty", or quantity. In the space provided next to quantity, the customer can alter the amount of iPod classics to be added to the shopping cart.
For the purpose of this example, we want to add more options to customize the type of iPod Classic that will be purchased by the customer. Under Catalog > Options we will insert new options with varying option values. e-Order allows for four different types of options for customers to select under Options: Choose, File, Date, and Input.
The "Choose" Type lets the customer select specific option values. Among these choose types are the following sub-types:
In our stock we have different colors of classic iPods: black, silver, and white. The Option Name to describe these colors will be "Color". We decided that we want to use a radio type option to display the color options. We want this option to be the first option in the list, so we gave it a sort order of 1. We added 3 option value names for our colors: Black, White, Silver. If we wanted to, we could have uploaded an image of the iPods in their different colors next to their respective value names using the Image manager.
Next we will move to the Options tab to add our option to a product under Catalog > Products. This section is different than the Options section under Catalog because it will directly assign a previously created option to a product. We clicked the green '+' icon and typed in Color to bring up our "Color" option that we made under Catalog > Options. In the Option Value column, we added 3 values to enable the Black, Silver, and White option values to be displayed. In addition, we added the quantity of each color available, selected "yes" to subtract stock, and added 10 points to the Reward Points. We could add an increase or decrease in price for select colors, or indicate the weight, but we chose not to.
Saving this Color option under the Options tab will automatically change how this product is viewed on it's product page. The product page can be seen in the screenshot below. Already, we discover that a new section has been added under price named "Available Options". We see our Color Option with the three colors in a radio selection format. The red asterick means that this option must be selected before adding it to the cart. If a selection isn't made, the customer cannot add the product to the Shopping Cart.
The file type requires the customers to upload a file of their own before adding the product to their cart. In our example, we want the customer to upload an image file before checking out so that we can add the image to a custom iPod case. There is only one option under File Type called File.
When we move to the Option tab under the Catalog > Product to add the option to the product, there is only an selection to require the file or not. There isn't any option values since it is up to the user to upload their own file from their computer.
The result of saving this option can be seen on the iPod Classic product page. The sort order of 2 set the file type option below the Color option. When the customer clicks on the "Upload File" button, they can select a file from their computer that will be included in the checkout.
The Date type allows for three different types of selection: Date, Time, or Date & Time.
For our product, we want the customer to include a specified date for delivery, so we title the Option Name as "Delivery Date". We select the Date type because we don't want the exact time to be included. We added a sort order of 4 because we want this to be the last option viewed before the customer adds the product to their cart.
In the Option tab we can determine if it is a required option and what date we want included in the space. The customer can change the date using the calendar on the product page, so the date of the option value doesn't matter too much.
The result of the date type can be seen in the product page image below. The Delivery Date was sort number was 4, so it falls below the Color and Ipod Case Custom Image options.
The Input type allows for a text or text area option. The difference between text and text area is that text is one line of blank text to be filled in, while text area gives more space for longer comments. For our iPod Classic we decided that we need an Engraved Name option to engrave the name of the customer on the iPod. We need the customer to type in their first and last name, so we chose the text type. We gave a sort order of 3 because we want the Engraved Name option to be above the Delivery Date.
In the Options Tab under Products we decided that this option doesn't need to be required to check out. In the Option Value we filled in "First and Last Name" so the customer knows to enter their first and last name in the box.
When the option is saved to the product, we can see the Engrave Name section under Ipod Case Custom Image and above Delivery Date. The red asterick is missing because we chose "No" under "Required". The option value shows "First and Last Name" in the box, but the customer can type their own name in that area.
When the customer makes their selection and adds the product to their cart, the shopping cart will display the iPod Classic product options under the Product Name column. Every option selected will be included under the iPod Classic. When the customer checks out, this product information will be included.
The Option section adds another layer of flexibility in customizing product information on product pages. By becoming familiar with the Options tab, you will improve the e-Order transaction process for your customers.
The Manufacturer section is used to categorize products by manufacturer. This section can be accessed under Catalog > Manufacturers.
The Manufacturer names below came with the install. They can be deleted, and new manufacturer information can be added in its place. The manufacturer information should be created before products are added, so the manufacturer category can be selected when adding the product. Saving a product without including the manufacturer isn't advised, because customers can search for products in the store front through their manufacturer page. With the manufacturer missing from the product information, the product will not be available on those pages.
To insert a new manufacturer, the following information is required:
To edit existing manufacturers you can locate "Edit" under "Action". Clicking edit will direct you to the form above with the previously filled-in manufacturer information.
Manufacturers will always need to be assigned to products in the store inventory to affect the store front. See the Products section for more information on how to assign manufacturers to products in the administration. In the store front, the manufacturer "categories" serve to organize products under manufacturers. To illustrate how products are organized under manufacturers in the store front, we will create a new manufacturer and assign it to a product.
In the Catalog > Manufacturer section we created an 'Acer' manufacturer; added it to our only store ('Default'), while including an SEO keyword, manufacturer image, and sort order. Under Products we assigned the "Acer" manufacturer to the "Acer Aspire" product.
To access the Acer manufacturer page, the customer can go to the footer of any page; and under Extras they can click on Manufacturers.
The customer will then be directed to the manufacturers page, where all the manufacturer names are displayed alphabetically. We can see that our "Acer" manufacturer was automatically added to this page upon creation.
When the customer clicks on the "Acer" link, they will be directed to a page listing all the products within this "Acer" manufacturer. On this page, we can see that the "Acer Aspire" product is displayed because it was assigned the manufacturer,"Acer", in the Products section.
Clicking on the "Acer Aspire" will take the customer to its product page.
The "Acer" manufacturer page can also be accessed from the product page, under "Manufacturer". This link is helpful for exposing customers to different products of the same manufacturer in the shop. The customer can click on "Acer" to be directed to the manufacturer page, where they can browse other Acer products in the store.
Adding a new manufacturer will not add the manufacturer icon to the carousel banner on the home page. The newly created manufacturer must be added to the manufacturer banner under System > Design > Banners for the icon to be displayed in the carousel. See the Layoutsection for more information on how to add the manufacturer icon to the banner.
This section is only applicable to you if you sell digital products, or products that have a downloadable component such as a PDF User Guide or similar. To insert a new download, you must give the downloadable product a name, upload the file, and set an allowance for the number of downloads per customer. The mask option allows the administrator to give the file a different visible filename. Press "Save" to submit the download information and save it.
With the download created, it must be manually added to the each individual product that the download will be included with. See Links to learn how to add a download to the product.
The downloadable file will not be shown on the product page. Therefore, it is a good idea to describe how the customer will receive their download in the product description on the product page. The download will be provided for the customer once their purchase is complete. They should be advised to visit "My Account" > "My Orders" > "Downloads" (as seen below) to view their downloadable products. They will have the opportunity to download the file as many times as it was specified under "Total Downloads Allowed".
Product reviews can be both submitted and viewed by customers on the product page. A customer can fill out a review form and submit it to be approved for publication on the site.
In the Dashboard the administrator can view how many customer reviews are awaiting approval in the Overview section. To approve these reviews, the administrator may visit Catalog > Reviews, select the review, and click "edit". e-Order will display the author, product, and text review in separate text boxes. Selecting "enabled" under status will make the review publicly available on the product page.
The result of a customer review approval can be seen in the screenshot below. Every review is made publicly available on the product's main page after administrative approval. The average rating per product is tabulated by e-Order and shown out of 5 stars under 'Available Options'.
The Information section displays specific company information in the footer of every page (as seen in the screenshot below). See Information for more information on the footer page.
The Information page can be found under Catalog > Information. On this page the administrator will have the option to edit, delete, or insert a new Information page.
When editing or inserting these pages a description may be added, pages enabled or disabled, and SEO keywords created. There is an option to remove the page from the bottom of the footer.
In the screenshot below, the "Delivery Information" page is being edited in the administration under Catalog > Information. The Information Title will display the text entered as the title of that information page, while the description will be placed below.
The Data tab requires you to check the store that the Information page will be located in, if you have multiple stores. It also asks for a SEO keyword, a status option enabled (or disabled) to make the page public or not, and a sorting order.
The screenshot below is the result of saving the edited Delivery Information. A customer can access this page from the footer of any page in the store front by clicking "Delivery Information". There is an option in the Data tab above to remove a link to this page from the footer.
The Product Feed extension lets you customize how you want the products of your e-Order store to be viewed and listed by search engines like Google. To utilize this feature, you must compile a product feed of your store's products. The store's product feed can be compiled using XML or manually entering product information into a spreadsheet program.
The e-Order package lets you connect to two product feed tools, Google Base and Google Sitemap. You need to create an account at the Google Merchant Center to access these tools. Google Base requires the user to upload product information in product feeds so that they can show up in Google's search engine. The product feed created for Google Base needs to follow Google's specifications, which can be viewed in Google's support FAQ. Google Sitemap uses a data url from the store website to provide information to its search engine to crawl the store's website.
In the edit section of Product Feeds, you must link to the store's Data feed urls obtained from the Google Merchant center.
To receive support for the Product Feeds extensions, please visit the Feeds Extension section of the support forum.
There are 13 free core modules provided with the latest version of e-Order:
All of these modules can be manipulated with the Layout, Position, Status, and Sort Order tools in Modules.
Modules can vary widely in purpose and function, so naturally, customizing a module to fit a particular store may vary between modules. In general, there are 4 main features of modules that can be tinkered with in the Module section:
The layout affects which pages the module will be included on. The pages available are listed in the screenshot below. If the module needs to be included on multiple pages, you must individually "Add Module" for each page. The Layout can only select one page at a time..
The screenshot below shows the Featured module, which displays a list of specified products on the left side of a random Category page. This was achieved by selecting "Category" under Layout. The Featured Products box will be available on every Category page. Selecting a layout page type will add it to every page of that type. Core modules can be assigned to layout pages, but not individual pages.
The Position selection determines where the modules will be displayed on the page. On the page types selected in Layouts, the module box can be at the top, bottom, left, or right side of a page.
Using the same module from the Layout section, we will change the Featured box on the category page from the left column, to the top, by selecting "Content Top" under Position (below).
The Featured box with its specified products is listed above the category products in the category page, moved from its original position on the left side.
Disabling or enabling the status of the module will affect the visibility of the module on the store website. Disabling a module is different from uninstalling the module. Disabling the module keeps all the module information available to be edited in the administration, while hiding it from the store front. Uninstalling the module will remove the store module information. Selecting "Enabled" will make this module publicly available on the pages selected for the store.
The sort order affects the order of a module in relation to other modules in the same position. A sorting order of 1 for a module would place it above another module placed in "Content Bottom" with a sorting order of 2. If two modules are in the same position and have the same sort order number, they will be arranged alphabetically according to the module name. A module named "Featured" would be placed above the Specials module
The e-Order package offers a variety of payment methods, from bank transfers to online payment gateways. The following core payment methods are available with an e-Order installation:
Additional payment methods can be downloaded from the e-Order Extension Directory.
Editing payment methods in the administration for different transaction processors, like Paypal, will require a previously created account. The account and payment information should be obtained from these companies prior to editing the payment method in the administration. You will need to create an account with these companies to use their transaction processing for e-Order. The information required for each payment method will be displayed in the Edit section. Across payment methods, there are a few details that are consistently asked for:
Enabling a payment method in the administration will make it available in the Checkout. In Step 5 of the checkout, the customer will be given a radio type selection to select their preferred payment method.
After the customer has confirmed the order, they can visit their Order History in their Account page to view its status. Immediately after checkout, the status will display the default order status you selected when editing the payment method details. In the screenshot below, you may chose "Pending" as the order status.
The screenshot below shows "Pending" as the order status in the customer's Order History page under "My Account" in the store front.
To receive support for payment extensions, please visit the Payment Extension section of the support forum.
The shipping methods extensions can accessed under Extensions > Shipping. The core shipping methods seen below are included with the e-Order package.
The shipping methods need to be installed before they can be enabled or disabled for the store. To Install a shipping method, click "Install" under "Action". Once the shipping method is installed, you can edit the specifications of that shipping method, or uninstall it to remove the shipping method information.
Each shipping method needs to be individually edited to meet your shop's shipping requirements and to specify the prices for that service. There are a few details that are present across all shipping methods:
Editing shipping methods in the administration will affect the shipping methods available to customers in both the store front Shopping Cart and Checkout pages.
The shopping cart has a special feature called "Estimate Shipping & Taxes" that will calculate a shipping payment for a customer's order. See Order totals to enable or disable this feature. When a customer enters their regional information, a popup window will ask the customer to select a shipping method. In this window, every shipping method that is enabled under Shipping Methods will be listed according to their sorting order. The store below enabled Free Shipping and Flat Shipping Rates as their two available shipping methods.
After the customer applies the shipping, the shipping method and it's cost will be displayed under the Totals.
In Step 4 of the Checkout, the customer will need to select a shipping method before finalizing their purchase. The Delivery Method will display every shipping method that was enabled in the administration. The store in the screenshot below enabled the Free Shipping and Flat rate shipping methods. The shipping methods were positioned according to their sorting order, with their prices included on the right side.
To receive support for the Shipping extensions, visit the Shipping Extension section of the support forum.
You can manage the order total extensions used for orders under Extensions > Order Totals. These totals are extra fees that are added to the total sum of an order in the store's shopping cart. For more information on order totals, visit Orders. The order total extensions below are included with the e-Order package.
In the image above we can see that Coupon, Store Credit, Reward Points, Shipping, Sub-Total, Taxes, Total, and Gift Voucher extensions are enabled. These enabled order totals will be included in the checkout section. To disable any of these order total extensions, click "Edit". If you want to remove an extension, click "Uninstall".
Coupons can be added to the order totals page by selecting "Enabled" under "Status". The sorting order affects the order that the extension is put in.
Store credit can be added to an order with this extension. The status and sorting order can be selected for checkout.
To include a handling fee with orders, fill in the following information:
To add a Klarna fee include the following information:
To include a fee if the order amount is too low, include the following information:
If you want an option to add reward points to order totals, enable under status and select a sorting orde.
The shipping estimator will automatically estimate how much shipping will cost and add the fee to the order total.
Select the status and sort order of the sub-totals in checkout.
Select the status and sort order of the taxes in checkout.
Select the status and sort order of the total amount of the order in checkout.
Select the status and the sort order of the gift-voucher option in checkout.
The screenshot below displays a basic shopping cart with some specific extensions enabled. Coupon, Gift Voucher, Shipping, Sub-total, and Total are enabled (as seen below).
To receive support for Order Totals extensions, please visit the Order Totals section of the support forum.
When a customer goes through checkout, the information on their order is automatically transferred to the Orders section for you to keep track of. In the administration, you can view all of the orders made on their site, manually add orders, or edit the details of existing orders.
The Orders section is located under Sales > Orders. On this page, every order ever made from the store is listed in detail.
The following details are displayed for each order on the list:
With the orders included in the list, there is an option to edit, insert, delete, search, or print an invoice of an order.
The "Filter" button under Action helps you find orders based on the information specified in the blanks. It can help you locate orders by date added or customer. The "Filter" cannot search for orders by product purchased yet. For more information on the Filter tool, see Filter.
Customer Orders will be automatically updated to the Order section after a customer confirms checkout. Though it is automatically updated, you may want to edit or add orders manually to add new information such as a gift-voucher, or add reward points. To manually add a new order, click the "Insert" button. To modify a pre-existing order, click "Edit" under Action.
The first section for modifying an order is called Customer Details. Typing in a customer name that has already made an account with the store will auto-complete the form by bringing up their information to fill in the blanks.
If an address has been added to the customer, select their address option under "Choose Address". Otherwise the customer address will need to be manually filled into the form.
This section tracks the shipping address for this particular order. If the shipping and payment address are the same, copy and paste the information above when adding it manually.
In "Choose Product", begin typing the product name. A drop down list will appear with products containing that name. Selecting a product from this list will bring up specific product options for this order.
If a customer wants to add a gift voucher order, it will ask them for the following information.
Under Totals, other contributing payment factors, such as coupons and vouchers, are added/subtracted to the order total.
The sections seen above (such as Coupon, Voucher, Rewards) are extensions that were enabled specifically for this form. There is an option to customize the order details included in the totals by editing, uninstalling, or enabling specific order total extensions.
To print an invoice, go back to the Orders page under Sales > Orders. Above the order list on the top right corner is the "Print Invoice" button. Select the order to be printed, and click "Print Invoice". This action will direct you to a printable page of the invoice. The invoice can be printed out and included in with the shipping.
Recurring orders are the payments that you as an administrator set for customers that have to be billed on a recurring basis. They are setup from Catalog > Recurring Profiles > Add Recurring Profile.
To access the Recurring Orders section, click on Sales as shown in the image below:
This section allows you to filter through the recurring payments that you have set to recurring profiles. For more information about the profiles - click here.
Order ID: the ID of the order that is associated with the recurring payment.
Payment Reference: the ID of the recurring profile in PayPal Express (by default).
Customer: your customer’s name in e-Order.
Status: the status of the payment in PayPal.
The Return section under Sales > Returns lets you manage merchandise returns. You must manually enter the product and return information to create a new return. To insert a new return, click the "Insert" button in the right corner above the returns list.
Filling in the Returns Details tab is the first step in creating a new return. The following details are required to fill out a return:
The Products section fills out more information about the product that was returned, and why it was returned. You will need to manually type in the product that the customer returned. Typing in "Apple" will bring up all the apple products in the store. We selected the Apple Cinema 30" from the drop down, and the "Model" space was auto-completed for us. You may also include the quantity, the return reason, whether or not the product was opened, the customer's comments, the return action (credit issued, refunded, replacement sent), and return status (awaiting products, complete, pending). The return status names can be added in the return statuses section.
Merchandise returns are automatically added to the Returns section when submitted by the customer. The Returns form is located in the store front on the Returns page, under Customer Service in the footer.
The information filled out in this form will be saved in Sales > Returns. The fields that the customer entered above will be included in the same fields when viewing the return in the administration. You can edit the status of the return to Awaiting Products, Pending, or Completed. When the status is updated in the administration, the customer will be able to view the status of their order under My Account > "View your return requests" in the store front.
Shop owners should know who their customers are and how to manage their information. In the administration, customer information will need to be stored efficiently to remember any transactions made with their account. To access customer information, you can log into the administration panel of the e-Order store. The Customer management sections are located under Sales > Customers. There are three sections used to manage customer information: Customers, Customer Groups, and IP Blacklist.
When a customer creates an account or completes the checkout process, e-Order will store their information automatically in the administration to be accessed under Sales>Customers>Customers. A complete list of customers will be displayed on this page, along with the following information:
In the case of locating a specific customer, type in the necessary customer information in the spaces below. Clicking "Filter" will locate specific customers matching the information typed in. This saves you the time of sorting through pages of customers to find a specific person. See Filter for more information on the filter tool.
Customer accounts usually don't need to be created in the administration panel, since account information is stored automatically upon user creation in the store front. You might find yourself needing to manually input customer information into Customers. Clicking the "Insert" button on the Customer page will lead you to a form where customer information can be filled in.
The general tab asks for the customer's basic information: "First Name", "Last Name", "E-Mail", and "Telephone". A password must be submitted for the customer to access the site privately. Under "Confirm", retype the password. Enabling "Newsletter" will put this customer on the e-mail newsletter list. Later on, you can categorize this customer into a specific customer group. The customer will be categorized into "Default" if there isn't a defined customer group available. The status determines whether or not this customer will be allowed to access the store's login.
Obtaining the customer's address is important for shipping products to the customer. Clicking the Green '+' button will add the "Address 1" address form. You may add as many addresses as needed with the green button, or remove them with the red '-' button. The "First Name", "Last Name", "Address 1", "City", "Country", and "Region/State" are required fields in the address form.
When the above fields have been filled in, click "Save" to save the form to the administration. You don't need to worry about the customer's IP address for keeping track of transactions, unless you need to know your customer's regional location.
The Customer section will mostly be used to modify existing customer information, for operations like changing the Customer Group, rather than adding a whole new customer. When editing customer information, you can modify general information, include new addresses, manage transactions, and add reward points. Under Action, clicking "Edit" for a customer listed on the Customer page will direct you to the customer information page. You can change customer information in the General tab.
The Transaction tab is where you may manually add a transaction to the customer. To do so, enter in the description of the transaction, the amount paid, and click "Add Transaction". Every transaction added will be listed in the Transactions tab.
If you choose to enable reward points for the store, points may be manually added to specific customers in the admin side of your store. Reward points can be added to products, which will be assigned to customers once they purchase that product. If you choose to add reward points directly to customers, you can include a reason in the description and the amount of points under the Reward Points tab. If you need to subtract points from a customer, you can enter in a negative number into the points field.
A list will be displayed of every addition and subtraction event in the customer's profile. The balance will display the total reward points accumulated by the customer. e-Order calculates the balance of negative and positive numbers to subtract from or add to the total.
An IP Address will reveal the location of customer's computer network. There are many website services available to shop owners, that will give the location for an IP address.
Customer accounts need to be approved before they can access their account in the store. In the Dashboard page, the amount of customers needing approval is tabulated in the Overview section. Go to Sales > Customers > Customers, and find any customers that list "No" under the Approved column. Check those customers, and click the "Approve" button in the right corner.
Customer Groups provide a greater organizational scheme for the customer list. This is helpful in selecting customer groups for discounted products and specials in the store; and for sending out emails to select customers.
The default customer group for e-Order is called "Default". To create a new customer group name, go to the Sales > Customers > Customer Groups page. Above the list, click the "Insert" button. You will be directed to a page where you can fill in information about the customer group. You can provide a "Customer Group Name" and a "Description" for the group. Within this group, you can approve or disapprove customers logins into their store account. There is also an option to allow the customer to select their company no. or Tax ID. The sorting number determines the position of this group among other customer groups.
In order to apply a customer group to a group of customers, each customer must be individually added to the group under Sales > Customers. To add a customer group, select the customer and click "Edit" under "Action". In the General tab there is a drop down selection for "Customer Group". Select the customer group and click "Save" at the top right corner.
In order to add a discounted price of a product to a particular customer group, the product information needs to be edited beforehand. Under Catalog > Products, find the product in the list and click "Edit" under "Action". A customer group can be selected under "Discount" or "Special" tabs. A discounted price needs to be specified, as well as the date start/end to this discount/special. See Products for more information.
e-Order provides a feature called "IP Blacklist" that will ban an IP address from logging into the store. This step may become necessary if the shop is being harassed by a fraudulent "customer". If you are experiencing harassment from a particular person, their IP address can be copied from the customer list under Sales > Customers > Customers. Copy that IP address and go to Sales > Customers > IP Blacklist. Click the "Insert" button and paste in the IP address to ban a customer from the store. This will stop users of this IP address from logging into the store again.
The Marketing section in your e-Order dashboard allows you to add and track the marketing campaigns you create. To access the section from the dashboard, go to the Marketing field, click it, and you will see submenus named Marketing, Affiliates, Coupons, Mail. Click on Marketing.
The first section you will see is named Marketing Tracking. On this page, you can track and search the marketing campaigns you have added. We have added an example for a marketing campaign named "The Future of Content".
You can add your campaigns from the Add New button in the top right corner of the screen (Option 1). Once you start creating your new marketing campaigns, you will be able to search them by Campaign Name, Date Added and Tracking Code. You can make additional editing to each campaign using the Edit button at the bottom right corner of the screen (Option 2).
In the section where you add a new marketing campaign, you have several open fields.
1. Campaign Name - choose the name of your new marketing campaign (for our example, we used “The Future of Content”).
2. Campaign Description - write the description of your new marketing campaign (for example, what is the main subject, what are the goals and methods you will be using).
3. Tracking Code - this code will be generated automatically, but you can edit the field and choose a custom number for easier tracking. The URLs below will be automatically updated with the number you input.
To track your campaigns, the tracking code is added to the end of the URL leading to each marketing campaign. You can embed the code into each of the links you chose in your website.
When you are creating a banner for an advertising campaign in your website or another online media platform, you have to create a new marketing campaign. The new campaign will be used to track how many clicks you get and where they came from by embedding the tracking code in the link to the campaign.
Example. You start advertising in three different media platforms. You will need to add a new marketing campaign for each of them, with the name of each media platform you are advertising on. That way, you will track how many clicks you get from each of their websites. You simply give them the link with the embedded tracking code of each marketing campaign.
e-Order gives you the opportunity to set up an affiliate program to promote additional traffic to your shop. Affiliates will receive a commission for each time they direct traffic or sales to your site. The commission % can be adjusted in the administration under Sales > Affiliate.
To create a new affiliate, you may click the Insert button on the Affiliate page.
The first form asks for general information regarding the affiliate. This information can be obtained directly from the affiliate through email, or will be added automatically if they filled out a form on the Affiliate page:
The Payment Details tab configures the commission and payment methods to be paid to the affiliate:
The Affiliate page can be accessed from Extras > Affiliates in the footer section of every page. The affiliate will need to create an affiliate account using this page. A form on the page includes the same fields seen in the General and Payment Details tabs in the admin side. When the affiliate completes the form, the affiliate information will be filled into the General and Payment tabs for you to edit. Clicking "Edit" under Sales > Affiliates will allow you to edit specific payment or general affiliate information.
After the affiliate creates their account in the store front, the affiliate will need to be approved by the administrator in the Affiliates section of the administration.
You may create and designate coupons to specific products or product categories under Sales > Coupons. The Coupons page will display a list of all the coupons created in the administration.
Editing or inserting a coupon will lead the administrator to a form containing the following fields:
From the information in the General Tab above, we can see that this coupon gives the customer a $10 discount to the Acer Aspire product.
The Coupon History tab list all the uses of this coupon in the store. The following information about each use will be displayed:
Adding and editing coupons in the administration affect the use of coupons in the Shopping Cart and Checkout in the store front.
To enable the use of Coupons in the store front, the coupon extension must be enabled by you under the Order Totals extension. For the customer to use the "-10.00 Discount" coupon, they must first add the product to their cart from the product page, then enter the code in the Shopping Cart. They can select "Use Coupon Code", enter the coupon code in the space provided, then add "Apply Coupon".
Applying the coupon will subtract the coupon discount from the original total. A newly discounted total will be shown under the Coupon(code) total in the order totals section.
The customer will see the coupon discount once more in the Confirm Order step in Checkout:
The Mail system in e-Order lets you send emails to specific customer groups. You can use this feature to send newsletters, information on specials, or to communicate any type of store information to select groups of customers. Customer groups are especially useful in emailing specific groups of people instead of every customer stored in the administration. For more information on how to create a customer group, see Customer Groups. The Mail page can be accessed from Sales > Mail.
Select the customer group in the "To:" field, create a subject for the email and a message, and click "Send". This email will be sent to all the customers with this specific customer group selection.
The general tab under Settings displays the following fields:
The store tab under Settings displays the following fields:.
The local tab under Settings displays the following fields:
The local tab under Settings displays the following fields: Items, Products, Vouchers, Taxes, Account, Checkout, Stock, Affiliates, Returns:
The Image tab under Settings customizes the default images for the store:
The mail tab under Settings displays the following fields:
The Fraud tab under Settings allows you to sign up to use the MaxMind Fraud Detection System for e-Order.
The server tab under Settings displays the following fields:
The e-Order default store provides the following page layouts:
If you haven't done so already, you should take some time to browse the store front. To become familiar with layouts available in e-Order, you should visit the different page types of your store front. The Manufacturer page layout has a different type of layout than the Checkout page, which has a different page layout than the Information page, and so on. It's good to see how these layouts arrange themselves, to discover how positioning a module from the Extensions section will affect the overall look of the page.
Creating a layout page from scratch takes some knowledge of web design and development. Once a layout page has been created, you should upload the files with an FTP client.
The location of the layout pages in the default theme is visible under /catalog/view/theme/default/template/ in the e-Order directory. You can see that all the page layouts from the default are included as folders above. To add a new layout page, you would need to upload the files under a new layout folder.
After the new layout page is uploaded to the location above, it can added to the store by clicking the "Insert" button under System > Design > Layout. The new layout will require a layout name, the store the layout will be added to, and a route. The route is the folder name that the layout files are included in. e-Order knows to search for the folder under /catalog/view/theme/default/template/ in the store directory, so only the folder name is required.
Clicking "Add Route", then "Save" will make the new layout available in the store. See Modules for more information on how to add a module to a specific layout page.
Banners are pictures containing linkable images displayed in the store's store front. Banners can be utilized to catch the customer's eye and direct them to special products in the store. The Banners page under System>Design>Banners lets you customize the images and links displayed on the banners.
The Modules section uses banners for two modules: Carousel and Banners. The Banners section lets you customize what page layout the banner will be included, and its position. The Carousel module acts like a slideshow, or carousel. The customer can click an arrow to look through a range of product images.
If you want to create a new carousel banner displaying all the manufacturer logos, you need to go to System>Design>Banners, and click "Insert". After coming up with a banner name for later reference, you would to click "Add Banner" to add a new icon to the banner. The following fields are needed to add a new icon to the banner:
You may add as many banners to the banner as necessary. Under Modules, you can edit the Carousel to display the "Manufacturers Banner". The image below is the screenshot of the home page after the Carousel was assigned the Manufacturers banner. All the manufacturer logos that were added to the Manufacturers banner in the administration can be scrolled through in the store front.
It its a advised that you test the links by clicking on the images on the banner. If the clicks do not direct the user to the manufacturer location, double check to see if the page address was typed in correctly in the administration.
Managing the in's and out's of the admin side of an online store can be quite the task for just one person to handle. You may find it necessary to assign administration side permissions to specific people on your team. The User section lets you customize which users can access the admin side of the store, and what sections can be accessed or modified by them.
Before you begin creating user profiles, you should visit System > Users > User Groups to set specific access and modification permissions.
e-Order lets you customize which admin side pages can be accessed by the specific user groups. You must check which pages can be accessed under Access Permission, and which page content can be modified under Modify Permission. The pages in the box office are displayed according to the top menu sections. For example, catalog/attribute is the Attribute section under Catalog in the top menu of the dashboard.
For the Co-worker group, we chose to allow access and permit modification to the Catalog Section only, but not the rest of the admin panel.
e-Order provides two user groups installed into the admin side, Top Administrator and Demonstration. The Top Administrator has every box checked under Access Permission and Modify Permission. It is an intuitive step that users assigned to the Top Administrator position would need access to all of the admin pages and permission to modify these sections. You can choose to leave the group unchanged, or unselect categories for this group. The Demonstration user group doesn't have any admin pages checked in Access Permission or Modify Permission, meaning users added in this group will not be able to access the admin side or modify any features of the shop.
With the user groups set up, the individual users can be saved to the administration side of your store under System>Users>Users. Clicking "Insert" will bring you to the user form below. Aside from the basic user information, a password must be created for the user to login to the dashboard. The User Group selected from the drop down box will assign specific permissions to the user. The status lets you choose to enable the user to be able to login, or disable the user from logging in to the dashboard.
The user can access the dashboard the same way the administrator would, with the exception of entering their specific username and password. See Admin interface for more information.
Our user, John Doe, was assigned to the Co-worker group; meaning he will be able to access and modify all the Catalog pages. He will not be able to access Extensions, Sales, System, or Reports. The following screenshot displays what John Doe will view when he tries to access the Extensions page.
If John Doe was permitted access to this page, but not modify it, the following warning message would appear if he tried to save an edit:
"Warning: You do not have permission to modify categories!"
As an Administrator, e-Order allows you to use the User Groups section to set the permissions and access of the user profiles. You can access it from your Dashboard by clicking on System > Users > User Groups:
In the User Groups section, you can create groups and determine which admin pages can be viewed and modified by each group. Note that you must know which pages can be accessed or modified with the Access and Modify permissions.
You have two pre-defined user groups in your default e-Order installation - Administrator and Demonstration. While the Administrator group has all the permissions, the Demonstration group has none. You can delete both of these groups and create new ones. Click on the Action button for one of the user groups to see the permission fields.
The Edit User Group section gives you two main fields - Access Permission and Modify Permission. Respectively, the Administrator user group has all the access and modifying permissions. However, users assigned to the Demonstration group will have no permissions to access or modify any of the Admin panel pages.
If you decide that a certain user group should not have modifying permissions, simply remove the ticks from the categories you wish to prevent from being modified.
For example, analytics/google_analytics refers to the Analytics section in the Category menu of your e-Order Dashboard. The same goes for all the rest - they are the Admin panel pages of your online store and you can decide which group has the rights to view or modify each of the pages.
Scroll down in each field to see all of the Admin panel pages that you can give and take away permissions for.
To create a new user group, go back to the main User Groups section and click on the Add New button on the top right side.
After you assign a User Group Name, you will see that you can setup the permissions right away, while you are opening a new user group.
To learn how to assign users to user groups, see the Users documentation page for more information.
If your e-commerce website is accompanied by one or more physical stores, you can input their location details into your e-Order system. This way, it will be easy for web users to learn where to find your store.
Starting from the dashboard, click on System > Localisation > Store Location:
You will open the Store Locations section where you will find all of the information about your physical stores. There are two main fields - Store Name and Address. When you are done inputting the details about your store, it will appear in this section. You will have an option to Edit the information about a particular store.
Begin by clicking the Add New button:
The next section will reveal all the empty fields you have to fill with the details about your physical store. The mandatory fields are Store Name, Address and Telephone.
Geocode - this code uses the geographic coordinates of your address. For example, an address like 103 Integer Rd. Corona New Mexico 08219 will be turned into Latitude 34.249772 and Longitude -105.603535. Geocoding used to place your marker on the map.
Fax - input your fax number if you have one.
Image - place the image or logo of your store for easier recognition.
Opening Times - list the opening and closing hours of your store.
Comment - leave any comment you want your customers to know. For example "Checks not accepted."
After you have completed inputting the details of your physical store, go to System > Settings > Store:
Scroll down to the bottom and you will see the field named Store Location. If you want the location to be visible in your Contact Us page, enable your location by clicking on the tick.
The location is now active and will be visible in the Contact Us page of your e-Order website.
If you want to remove the details of a store, you can select it from the tick on the left hand side and click the Delete button in the top right corner.
The language section lets you manage the languages available for the store front. e-Order provides English as the default language after installation. To add multiple languages to the site you need to install a language pack.
The new language can be added to the site under System>Localisation>Language. The following information will be needed to save the language:
The currency sections lets you select which currencies are available for use in store front. The default currency will display all the product prices in that currency. The currency preference can be changed by the customer in the header section of any page in the front office.
In the store below, we have enabled the Euro, Pound, and US Dollar.
The following information is needed about a currency to add it to your store:
In this section you may create Out of Stock statuses to be displayed on the product page when a product is out of stock. The stock status name is arbitrary.
Similar to the stock status, when an order is confirmed by the customer they will need to see an order status. The order status can be accessed from their account page in the store front. After the order status names are created, they can be selected under Orders.
The Returns section allows you to create the return statuses, return actions, and return reason names that may be selected in return requests.
239 countries are stored in the Country section with the e-Order installation. These countries can be used to estimate shipping and taxes when a customer enters in their location. Each country can be individually disabled, removing them from the store front, by editing them. The countries can be deleted as well. The only issue with deletion of a country is that the country information will be deleted with it. If you wanted to make that country available for shipping, you would have to re-enter the country's information; whereas enabling a disabled country is easier.
3948 zones are included with install. Zones are specific regions of countries, such as a state or province. Creating zones helps estimate taxes and shipping in the store front.
Geo zones are customized zones used in calculating shipping and taxes. Multiple countries and zones can be added to one geo zone to customize shipping methods.
The geo zone below is used to combine the west cost states of the United States into one zone. The west coast of the US consists of California, Oregon, and Washington states. Each individual state is added by selecting the Country, Zone, then clicking "Add Geo Zone".
See Shipping for more information on how geo zones are used.
The Taxes section in Localisation allows the administrator to create the taxes that will be applied to specific products in the store.
The tax rate will be used to calculate the taxes from an order. The following information is needed to save a tax rate to the administration:
Tax classes can store multiple tax rates into one category. The taxes can be customized to calculate the taxes based on the payment address (customer) or the store's address. Tax classes require the following information:
The tax class must be added to each product individually in order to apply tax rates for a purchase. The tax class field is located under the Data tab in Products. See Products for more information.
Length classes are used to assign length specifications to products in the Data tab. The values added to products will be displayed in the product page in the store front. The following information is required to create a new length class:
Similar to length classes, weight classes are used to assign weight specifications to products in the Data tab. The following information is required to create a new weight class:
To access the Uploads section in your e-Order admin panel, click on System > Tools > Uploads:
The field shows you all of the uploaded files you have in your e-Order store. They can be images, PDF files, etc.
You have a filter button that sorts the uploaded files according to Upload Name and the date on which it has been added.
The Action button on the right side allows you to download the uploaded file from your e-Order store. Respectively, the Delete button allows you to remove the selected file.
One of the most devastating events that can happen to an online store is the loss of a database. The store database contains important customer and product information. It is difficult for a store to recover after losing a database, and certainly takes up too much time to re-enter this necessary information. You need to be vigilant with downloading updated backups of the store's database to their computer, just in case something happens.
e-Order lets you download a backup of the store's current database or restore the database to the administration in System>Backup/Restore. The Backup section seen below contains all the data tables in the MySQL database available for download. You can choose what files you want to download by checking on them. Clicking the "Backup" button will download the selected tables to your computer.
If you need to restore a backup file that you previously saved to your computer, all you need to do is click "Choose File" from Restore Backup, select the sql file from their computer, and the database will be restored.
If a user experiences an error in the store, the error will be displayed in an error log under System > Error Logs. This section can be used by web developers to track errors in coding for the store. The error log can get very full over time, so it is a good idea to clear the log from time to time. Pressing "Clear Log" will clear the list of errors.
The Orders Report can be accessed through Reports>Sales>Oders. Order information is displayed in either daily, weekly, monthly, or yearly increments depending on which option you select in the "Group By" drop box. The Orders report displays the following information:
The Filter option can display the order information within a certain space of time using Date Start or End, or by order status.
The Tax Report can be accessed through Reports > Sales > Tax. The Tax report displays which type of tax is being paid the most by customers in the store front. Tax information is displayed in either daily, weekly, monthly, or yearly increments depending on which option you select in the "Group By" drop box.
The Tax Report displays the following information:
The Filter option can display the order information within a certain space of time using Date Start or End, or by order status.
The Shipping Report can be accessed through Reports > Sales > Shipping. The Shipping report displays which shipping method is being used the most by customers in the store front. Shipping information is displayed in either daily, weekly, monthly, or yearly increments depending on which option you select in the "Group By" drop box.
The Shipping Report displays the following information:
The Filter option can display the order information within a certain space of time using Date Start or End, or by order status.
The Returns Report can be accessed through Reports>Sales>Returns. The returns report shows how many returns were requested within a given time frame. The returns information is displayed in either daily, weekly, monthly, or yearly increments depending on which option you select in the "Group By" drop box.
The Returns Report displays the following information:
The Coupon Report can be accessed through Reports > Sales > Coupon. The coupon report tracks the use of coupons in the store front.
The Coupon Report displays the following information:
Clicking "Edit" under "Action" for a coupon will direct you to the coupon information form under Sales>Coupons. The coupons can be filtered through a date start and date end.
The Products Viewed Report gives you an idea of what products are being viewed the most, or the least, in the store front. You can access this section under Reports > Products > Viewed in the administration side. The report will position the top viewed product first. Along with the product name and model, the report will display the number of customers who viewed that product in the store front, and the percentage of views for this specific product out of all the views for products on the site. Clicking "Reset" will clear the information below and reset the report to only collect information from that moment on.
From the report above, you can see that the HP LP 3065 is the most viewed product in this store. To increase the views for products in the bottom of the list, you would need to have a good grasp of what type of factors were involved to place that specific product on top. Was this product advertised on other websites? Was the product image included on the product banners on the home page? Were the products added to the related products of a product page? Were they given a special discount price to a customer group through a newsletter? Most likely, the product with the most views will answer 'yes' to some of these questions. Typically, the products with the least amount of views will have the least exposure on the site out of all the other products. Of course there may be other factors involved, but the more a product has exposure on the store's site through links and images, the more views a product will probably get. Take advantage of the back end features of e-Order to improve the views for the products of a store.
The Products Purchased Report can be found under Reports > Products > Purchased. The report will display the all the products purchased from the store. The products are positioned according to the total amount of money acquired for that product: the highest at the top and lowest at the bottom.
The Filter button lets you customize which products are shown on the list. Selecting a date start and date end will only show the products purchased between those two dates. Selecting an order status will display the all the products purchased within a status, such as Pending or Completed.
The section Customers Online Report is used to track the activities of the users you currently have online in your e-Order store.
Important Note! If you do not see any people online, you need to go to System > Settings > Edit Store > Option, scroll down to Account and select Yes next to Customers Online.
To access the Customers Online Report section, click on Reports > Customers > Customers Online:
Once you access the section you will see a filter allowing you to input an IP address and the customer's name you want to track.
The displayed results will contain the following:
IP: The IP address from which your customer is currently browsing your store.
Customer: The name of your e-Order customer.
Last Page Visited: The page that your customer last visited before leaving.
Referer: The page your customer previously browsed.
Last Click: The time and date of the last click of the customer.
Action: The button under Action will allow you to access your customer’s account.
The Customers system in your e-Order installation allows you to track and manage your customers' accounts from the admin panel. The section is accessed from Customers > Customers.
To view the Customer Activity Report head to Reports > Customers > Customer Activity:
This section will show you a list of recent activities. You also have a filter for all of your customers and their activity from date to date. You are able to see the account name of each customer, their IP address and their type of activity on each date.
Customer: The name of your customer.
IP: The IP address used by your customer.
Comment: The type of activity of your customers. For example: John Doe registered for an account.
The Order Report section can be accessed under Reports>Customers>Orders.
The following information will be displayed about customer orders:
Clicking "Edit" under "Action" will direct you to that specific customer's edit form under Sales > Customer. Customers can be filtered by selecting a start and end date.
The Order Report section can be accessed under Reports>Customers>Reward Points.
The following information will be displayed about customer reward point usage:
Clicking "Edit" under "Action" will direct you to that specific customer's edit form under Sales > Customer. Customers can be filtered by selecting a start and end date.
The Order Report section can be accessed under Reports>Customers>Credit.
The following information will be displayed about customer store credit:
Clicking "Edit" under "Action" will direct you to that specific customer's edit form under Sales > Customer. Customers can be filtered by selecting a start and end date.
The Marketing Report can be accessed from Reports > Marketing > Marketing in the Admin panel. This report lets you keep track of the marketing campaigns that you have created.
The Marketing Report displays the following information:
Date Start: The date that you have selected upon starting your marketing campaign.
Date End: The date that marks the end of the marketing campaign.
Order Status: The status of the orders that your marketing campaign has generated.
Campaign Name: The name of your marketing campaign.
Code: The tracking code that is displayed at the end of the URL of your marketing campaign.
Clicks: The number of clicks that each marketing campaign has generated.
No. Orders: The number of orders that your marketing campaign has generated.
Total: The amount of revenue generated from the number of orders.
The Affiliate Commission Report can be accessed from Reports>Affiliates>Commission in the administration. This report lets you keep track of the affiliates who are making a commission for referring customers to the store.
The Affiliate Commission Report displays the following information:
Clicking "Edit" under "Action" will direct you to the affiliate information form under Sales>Affiliates. Affiliates can be filtered through a date end and date start.
Your affiliate program is designed to bring additional traffic, customers and sales to your store. The affiliates are created and managed from Marketing > Affiliates..
To view the Affiliate Activity Report head to Reports > Marketing > Affiliate Activity:
This section will show you a filter for all of your affiliates and their activity from date to date. You are able to see the name of each affiliate, their IP address and their type of activity on each date.
To track their activity, your affiliate will need to create an account in your website.
The Affiliate Activity Report will indicate their transactions, when they logged in, etc.
Affiliate: The name of your affiliate.
IP: The IP address used by your affiliate.
Comment: The type of activity of your affiliate. For example: John Doe logged in.