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Table of Contents Logging in to the site to make edits and manage content..........................................................................3 The “My Account� page........................................................................................................................4 Uploading files (personal files).............................................................................................................5 Adding/Editing New Web pages:...............................................................................................................6 Adding a Page.......................................................................................................................................6 Hint: My changes are not happening...................................................................7 Adding Pictures:....................................................................................................................................9 Adding links: .............................................................................................................................................................13 Editing Web Pages...............................................................................................................................14 Removing pages:.................................................................................................................................16 Adding Articles (or Translations):.......................................................................................................18 Adding Books......................................................................................................................................20 To create an e-book.........................................................................................................................21 Adding Events:....................................................................................................................................23 Adding Videos:....................................................................................................................................24 Adding Newsletters:............................................................................................................................25 Working with the Navigation Menu:........................................................................................................27 Working from within the edit tab of an individual page:....................................................................27 Working with the Menu Control Screen:.............................................................................................30 Settings for Newsletters...........................................................................................................................32 Settings: ..............................................................................................................................................34 Individual newsletters:........................................................................................................................36 Taking the site offline:..............................................................................................................................38 Store Administration................................................................................................................................40 Orders..................................................................................................................................................42 View an order:............................................................................................................................42 Changing status to refund:................................................................................................46 Order editing:.............................................................................................................................46 Order Invoice:............................................................................................................................48 Order Payments:.........................................................................................................................49 Order Log:..................................................................................................................................50 Customers:...........................................................................................................................................51 Customer editing:.......................................................................................................................52 Account Management:..........................................................................................................52 Personal Information:............................................................................................................53 My Newsletters:....................................................................................................................53 Customer Orders:.......................................................................................................................54 Affiliates:.............................................................................................................................................55 Manage:.................................................................................................................................55 Settings:.................................................................................................................................55 Discounts:............................................................................................................................................56 Manage:..........................................................................................................................................57 1


Add discount:.............................................................................................................................57 Conditions:............................................................................................................................58 Multi-product:...................................................................................................................59 Order Total:.......................................................................................................................59 Product:.............................................................................................................................59 User Role:.........................................................................................................................60 Action:...................................................................................................................................60 Discount amount from final order:...................................................................................60 Discount Multiple Products from the order:.....................................................................60 Discount product price from order:..................................................................................61 Products:..............................................................................................................................................62 View products:.......................................................................................................................62 Manage Classes:....................................................................................................................62 View File downloads:............................................................................................................63 Uploading New product files:..........................................................................................63 Deleting uploaded product files:......................................................................................64 Reports.................................................................................................................................................65 Customer reports:............................................................................................................................65 Customers summary:.................................................................................................................65 Customer lists:...........................................................................................................................66 Narrowing criteria:.......................................................................................................66 Choosing fields to display:..........................................................................................66 Customer Products:....................................................................................................................67 Product Reports..............................................................................................................................68 Products Summary.....................................................................................................................68 Custom Products Report............................................................................................................68 Sales Reports..................................................................................................................................69 Sales Summary...........................................................................................................................69 Sales Per Year.............................................................................................................................69 Tax Summary.............................................................................................................................70 Custom sales summary..............................................................................................................71 Configuration.......................................................................................................................................72 Cart Settings...............................................................................................................................72 Checkout Settings......................................................................................................................72 Country Settings.........................................................................................................................72 Notification Settings..................................................................................................................72 Order Settings............................................................................................................................72 Payment settings........................................................................................................................72 Product settings..........................................................................................................................72 Report settings...........................................................................................................................72 Store settings..............................................................................................................................73 Table display settings.................................................................................................................73 Tax settings................................................................................................................................73 Add/edit Tax rates.................................................................................................................73 Applying taxes.......................................................................................................................74

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Logging in to the site to make edits and manage content User login in to the system using the login page at www.being-in-movement.com/user.

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The “My Account� page Once you type in your username and password you are taken to your profile screen, see below. This is the default screen when you click on a link to any username in the entire site (that will become an important concept later in this manual).

From this screen you can change any info you want about your profile, from email address, to your name and newsletters you subscribe to. At this point it is worth noting that newsletters are what you will send when you send out e-mails to those who sign up in the sign-up section.

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Uploading files (personal files) The personal files tab of My account is where users can access/upload files that are available to the website, i.e. Pictures and .pdf files. This is something you will use extensively later, when editing web pages

To upload a file you simply press the browse button and navigate to the file on you computer/network. Choose the file and press upload. The file will be available latter to be added to your site, note: other users will also have access to this file. You can also filter what types of files you see based on the file type, or extension, by using the drop down menu labeled "display". Finally, you can change the size of any image you have highlighted using the boxes labeled "Resize Image", note: the proportions of the image will automatically be retained to prevent image distortion.

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Adding/Editing New Web pages: Adding a Page Begin the process of adding a page by pressing “Create Content� in the menu below your user name, for this manual plinden, on the bottom menu located on the left hand side of the screen. You will be given the choice between Article, Books, Event, Page, Product, Product Kit, Newsletter Issue, Story and Videos. Choose which one you want, for all of these options the instructions in this section apply, for instructions specific to the content type you are adding you may need to move further into the manual. Choosing Page here give you a screen similar to this one, though the body section will be larger and take up most of the screen.

You have the following options:

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Title: This is the tile of the page displayed at the top of your browser o the left of " | Columbus Center for Movement studies & Aikido of Columbus�, and is required. By default if you do not fill out the title box in the Menu setting section below this is what will show up in the link to the page. Body: This section is covered in detail under the Editing portion of this manual. This is the content (text, images, links) that appears on the web page. Disable rich-text: Pressing this toggles the editing screen with the buttons that handle the formating of the content (underline, bold, italics, alignment of text, insertion of links, etc...). If you prefer to work in HTML than press this button, if you do not know HTML there is no need to press this. Input Format: Though you will not need to use this at this point, it allows you to limit the formats that one can have on a page, it is set to "Full HTML" by default, and should be kept here for your purposes. Hint: My changes are not happening.

If you are making changes and after submitting the new page, the changes don't seem to happen, check this setting. Log Message: This is a place to leave message for other editors of the page, and has no affect on the look or function of the page. URL Path Settings: This box allows you to create you own URL for this page. If you do not have anything in this box the URL displayed will be the one automatically provided by the system. Note: you have have the extension be anything you want from nothing, ex aboutus, to htm, ex aboutus.htm, or anything else you can dream up. The .htm convention is used throughout this site. Menu Settings: This is covered in detail later. This section covers how the menu link reads and where it is located in the hierarchy of links in the navigation menu at the top of the page. Authoring information: Tells you who created the page and when. If you want to post date a page this is where you would do that. Note the format must be yyyy-mm-dd (the time data is optional) Publishing Information: Published: Publish is checked by default, un-checking publish means that the public does not have access to this page and will get a message that reads â&#x20AC;&#x153;You do not have access to this pageâ&#x20AC;? when attempting to visit this page. Promoted to Front Page: This means the title to this page will appear on the front page, also appearing will be the first 600 characters of the content of the page, unless the <!--break--> tag is inserted before the 600th character. This is not relevant for this site. Sticky at top of lists: This only applies to pages that have been promoted to the front page, pressing this option ensures that the link, and teaser, for this page stay at the top of the front page. If more than one page are set to sticky they are ordered by the date the page was created, which can be set in the authoring options. 7


Create new revision: This allows you to save the current edition of the page so you can roll back to it if you want.

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Adding Pictures: Press the button above to get to the image management dialog (pictured below).

Press the button to the left of the “Image URL” box to get the list of available files below, the same as the personal files tab in the “My Account” page.

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To choose an image you click on the name of the image in the list at the top half of the screen, and then click on the word â&#x20AC;&#x153;addâ&#x20AC;? to have the image appear in the image management dialog on the previous page. The images are ordered alphabetically by the images name, though you can change this by clicking on one of the other labels above the list of files, be sure to note the name when you upload a file, it is okay to have spaces in a name though not advised. Note: do not use the %, or the single apostrophe ' characters in a file name for any file to be used on a web page, some browsers will have problems seeing the page if you do. The remaining boxes in the image management dialog have the following meaning: Image Description: This is the content displayed when a visitor hovers over a picture, generally the name of the people/place in the image. Alignment: Generally you will not need this, it controls how the image is aligned in the box that contains the image. Dimensions: This is the dimension of the image as it is displayed on the page. You can make an image smaller or larger than the source file, be sure changes do not the image to distort. This will fill in once you choose a photo in the URL image box, based on the size of the source file. Vertical and horizontal space are beyond the scope of this document and will likely not be used for user purposes.

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Adding links: If you have text highlighted you can choose to make it a link using this button: You will get the following Edit/Insert link dialog box

From this box you have the following options Link URL: The destination of the link, by hitting the box to the left of the link you will be taken to the personal files dialog, same as the personal files tab on the â&#x20AC;&#x153;My account Pageâ&#x20AC;?. If you wish to link to a page on the web simply type in the URL of the page here, be sure you begin the URL with http://. If the page you want to link to is within your website you can type only what appears after www.being-inmovement.com/, so the The Center page, www.being-in-movement.com/center.htm, would be "center.htm." Target: Choose to open the link in the same window or in a new window. Generally speaking it is best to choose a new window if you are linking to page that is not on your web site Title: The text displayed when a visitor hovers over the link.

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Editing Web Pages Each page has a View and Edit tab, when you are logged in.

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By pressing the Edit tab you get the following screen, the sample here is the About Us page

Notice the buttons below the area containing the content of the web page, these button are what allow you to edit the format of the content of the site. To make a change: Changes are made to the site in the area under the word “Body:”, changes made here will be reflected to any user who loads the page after you hit the submit button at the bottom of the page (submit is not pictured here). Users can make changes by simply typing or deleting content at any point, again you must hit submit for a change to be saved. You can change format to you text by simply highlighting the desired text and hitting one of the buttons to give you the desired change (Underline, Bold, Italics, justification (left, right, center, none), size of font, type of font, etc...). Note: if you want to paste in html code, be sure to press “disable rich-text”. If you do not press disable rich text the web site will try and convert the < and > symbols to their html equivalents &lt; and &gt;. consequently rendering the html useless.

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Removing pages: You remove a page either permanently or temporarily. To do this you will work in the bottom part of the Edit tab of a web page.

Permanent removal: To permanently remove a page simply press Delete, you will be asked to confirm the deletion on the next page. This will remove the page and the link to the page in the Navigation menu (assuming the page is accessible form the menu). Temporary removal: To temporarily remove a page simply un-check published under “Publishing Options”. When a page is unpublished any user who is not logged in will get the message “You are not authorized to access that page” when they visit the link to the page. To remove the page form the menu on the left click on the box label "Check to delete this menu item at the top of the above image, unless you unpublish delete a page, the page will still be accessible (though not in the menu). Please note you will have to change the hierarchy of links if you remove a page at the top of one of the 16


sections.

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Adding Articles (or Translations): Articles are much the same as pages, with two crucial difference, they are categorized to determine which menu link they will appear under. And they have many more boxes within which you can put content, many of which will be the same as other articles, like Author Bio and Copyright. This section does not cover those options that appear in the previous section on add pages (i.e. Title, Log Message, Menu Settings, etc...) One other distinction, with artilces you will not need to do anything with the Menu Setting options when editing the page. Articles automatically appear under the either the Articles or Translations. Article summary: This is the first box under title, and is what will appear in the summary column if someone clicks on the articles menu, under the heading Summary.

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Categories of Articles

Under the menu labeled "Articles" you can choose which menu item an Entry will appear under, Aikido, Being In Movement or Translations. Both Aikido and Being In Movement will appear under the Articles menu, translation will appear under the Translations menu, a sub-menu of Articles. Author Information: This is simply the name of the Author, and if there is need you can have different Preferred and Legal names (the current default is: Dr. Paul Linden). PDF download: If you have a PDF copy of the article for site visitors to download you can insert that information about it here. Before you insert info about a link to a file you will need to upload the file to the site, from the "My Account" page. Currently the articles files are stored in the files/pdfs/articles folder. For a file names paul.pdf the test in the link box would read files/pdfs/articles/paul.pdf. Publishing Information: This is for any relevant information about when and where an article was published. Article Body: This is no different than the body of a regular page, one thing to note is you will not be able to save the page without at least something in the body. If you only want to provide a .pdf of the file without putting it into a web page you will at minimum need to write something like â&#x20AC;&#x153;available as .pdf download onlyâ&#x20AC;? in the Article body. Author Bio: The author's biography Copyright Information: Any relevant copyright information

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Adding Books When it comes to adding and editing pages Books are much the same as other pages, with three major exceptions: You can upload a thumbnail that will appear to the left of the books summary, you must set a price and if it's an e-book you need to tell the site what file to allow those who purchase the book to download. The first two options are set when you initially create the Book.

Image: This is where a thumbnail image, that will be left of the book summary on the Books page, can be uploaded from your computer. SKU (Stock Keeping Unit): Only relevant for inventories, but still required by the page, hence if necessary make one up (it will have to be unique from other products sold on the site) List Price, Cost, Sell Price: The most important thing here is the Sell Price this is the one that visitors to the site will see. It can be set to $0.0, but there must be something in the field. Product and it's derivatives are shippable: This controls whether the site will force a buyer to input their shipping address upon check out. Note: they already have to type in a billing address. 20


Weight and Unit of measurement: This is self explanatory and will be used to calculate shipping. Dimensions: length, width, height. Package Quantity: How many copies do you get with each purchase? Default Quantity to add to cart: Self explanatory List Order: What order does this item appear in on the list of items on the Books page. 0 rises to the top 25 sinks to the bottom. If two or more Books have the same weight their order is determined by the creation date under Authoring Information.

To create an e-book Once you have created (i.e. hit the submit button) a book click the edit link. Under the title of the book you will now see a link titled "features". Click this link

You will see the following options: File Download and Role Assignments.

Choose File Download a press Add. Fill out the ensuing form.

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Model/SKU: This will give you a choice of books that do not have a feature attached to them already, most likely the only available option will be the book you are working with now. File Download: The Files for books are all kept in the files/pdfs/books directory on your server. As you fill in a value in the field it will attempt to automatically fill in the file name, if the file is in the directory. It fills in slowly, so be patient, or simply type in the file name is you are confident you know what you want in there, make sure to include the file extension, most likely .pdf.. Description: Self explanatory Shippable Product: Self explanatory, though if you are selling through amazon.com this should be False Retroactive Purchases: This is only applicable if you are changing the file.

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Adding Events: Any events entered will appear on the Events page under the Center | Events (http://www.being-inmovement.com/events.htm). To remove an event simply click on the link to the event and follow the instructions about removing pages from above.

Other than the same options as the other types of pages, Event also have the Event Date field, directly under Title field.

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Adding Videos: You can add YouTube videos that are created using the lindpaul account to your web page. Before you add a video you will need to upload the video the YouTube Site.

Once you upload a video to YouTube you will need the URL of the video, something like this http://www.youtube.com/watch?v=ovmluwLxtYA, in order to proceed with adding it to your site. Start by clicking Create Content, found below the main menu, assuming you have logged into the site. From there choose video. Most of the options here are the same as those with Pages. The exceptions to that rule are listed below. Video Name: This is the title of the video YouTube: This is where the URL to the YouTube video goes. Body: Though this is not different than any other body field you have encountered, it is worth noting you must have text in this field in order to save the video, the easiest thing is to simply repeat the title for the video here.

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Adding Newsletters: Newsletters are edited in the same way as any other page, their only difference is they can be e-mailed to those who have signed up to receive them. This section will detail how to go about sending newsletters form your site. To create a newsletter go to Create Content | Newsletter Issue

If you so choose, a copy of an newsletter can be mailed when you hit Submit (not pictured). The settings for the newsletters are as follows. Format: Choose between plain and html. Choose plain unless you have images or special formatting you want people to see in the message. Priority: This is a message to e-mail clients. In summary, don't use it, it is only viable on local clients and even then it only annoys most users. Request receipt: Like Priority this is only available if someone is reading the e-mail from a a local client (Outlook, Eudora, Thunderbird, etc....) and many users turn this function off. Sending: You can choose any of the following Don't Send Now: fairly self explanatory, you can send it later from here or the Newsletter setting page for this newsletter Send one test newsletter to the test address: Send Newsletter: This is the option to send the newsletter to those who have signed up to receive newsletter on you site. Test e-mail Address:What e-mail should be used to receive a test e-mail. If you are going to send this to your entire list ALWAYS! send yourself a test. Html e-mails are likely to look different depending on how the recipient is looking at it, via a web browser, via Outlook, etc... It is also the case that different e-mail providers, gmail.com, yahoo.com, msn.com, etc..., will display html e-mails differently. If you are sending out an important e-mail make sure and test it on multiple e-mail providers. 25


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Working with the Navigation Menu: There are two different ways to work with the Menu of links at the top left of the page, either in the edit tab of the different pages, or in the Menu control page, found in the user menu of the left sidebar, under Menus or Administer | Site building | Menus (if you are in as an administrator). It is important to keep in mind the hierarchy of the menus as they are set-up now. I will use the Movement Disciplines menu to demonstrate this hierarchy. The menu on the left side of the web page, immediately below the site's logo, are what the web site refers to as the â&#x20AC;&#x153;Primary Linksâ&#x20AC;?, all the menus are under Primary Links are in the Navigation Menu. Where a link appears in the navigation menu is known as the weight, an item with lower weight rises to the top. So the Home link has the highest value for weight of all the Primary Links (you can have negative values which will rise above 0 in the hierarchy, i.e. -1). the sub-menus of Movement Disciplines have their own weights relative to Movement Disciplines, so Being in Movement has the lowest weight and Authentic Movement the highest So for the Movement Disciplines menu the hierarchy looks something like this at the time this manual was Published 0. 1. 2. 3. 4.

Home The Center Books Articles Movement Disciplines 0. Being In Movement 0. A Brief Experience 1. The Structure 2. Applications 3. etc... 1. Feldenkrais Method And so on....

Working from within the edit tab of an individual page:

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The level of the menu is adjusted in the “Menu Settings” section (you may need to expand the section to get the view displayed above). The different options are: Title: The title that appears in the tabs at the top of the page (below the banner and to the left of the navigation menu), different than the text in the top of the browser Description: This is the text that appears when someone hovers over the link Parent Item: This is the menu item under which a link appears. Choose Primary Links or one of it's sub menus to make a link available at the top of the page. In the case of the sub menus of the Movement Disciplines page the value in Parent Item box would be “Movement Disciplines” Weight: As discussed above, weight determines the order in which a menu item appears, items with the same weight are order alphabetically. For the Primary Links the lower weight items appear further to the higher. Check to Delete this menu item: This check box will keep the page but delete the menu item from the 28


menu list, though the page will still be available in the Content Page or Content menu. Again, be sure you have thought through any ramifications to the hierarchy before you do this. Edit Advanced Settings: This link allows you to get to a screen that you will see when working with the aforementioned menus control page. You will see many of the same options with two additional ones. Path: This is the path of the page the link directs to. Though it is outside the scope of this manual suffice it to say this web site stores the links in two forms, the way you see it in the URL about.htm and in a format the database storing data about the site reads it, in the case of Being In Movement node/22. This is nothing to worry about except to note that if you change this be sure of the results of your change as you can easily break the link to the page. Though you can get back to the this page if the link is broken it could be painful. Expanded: Check this if you would like for the sub-menus of any one menu to always be visible, i.e. expanded.

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Working with the Menu Control Screen: The Menu Control Screen is located at Menu or Content Management | Site Building | Menus

This gives you a visual representation of the hierarchy of web pages in the web site, note never bother the menu items under Navigation, leave that to an administrator. From here you have three options

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Edit: This is the same as menu options under the “edit advanced options” of each pages Edit tab

As with the Edit tab you can edit the link's title, Description (text shown while hovering over link), path (this can be the database path or the URL link ex about.htm), the Parent Item and the weight of the menu link. Note: you can create a link that re-directs to another page in the site by setting the path to an existing page here. (these options are pictured on the page previous to this one) Delete: This deletes the menu link, this does not delete the page the menu link points to, meaning that if someone knows the URL of the page they will be able to find it by typing that URL in the top of their browser. You can get to the page after the link is deleted through the Content menu. Disable: This causes the navigation menu link to disappear, though is does not affect the page being linked to. This link will still exist in the Menu Control Page, only it will now have the word disabled next to it in parenthesis, (Disabled), and be “greyed” out.

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Settings for Newsletters Adding a newsletter: Goto Newsletters (or if logged in as the site Administrator) Content Management, under the sign-up box on the right sidebar. From there choose Newsletters. You will see the Newsletter management page below.

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The Newsletter Management page is where you control sending, creating, formatting, and subscriptions to newsletters. It is worth noting here that the Newsletter system is assuming the end result of creating a newsletter is to mail it out to recipients, though that is not at all necessary. The screens are as follows: Sent Issues: This is a detailed list of the issues that have been sent and what newsletter they belong to. From here you can link to the individual issues and tell when they were created, published and sent. Creation and publishing are separate processes and you can assign users to different roles, allowing for control of the creation process. It is also worth noting that sending a test newsletter will trigger a newsletter to be marked as sent Drafts: This is where you view the status of individual issues as they work their way through the process from creation to sending. As with Sent Issues, individual issues can be navigated to for editing. Newsletters: This is the screen to allow users to change the broad descriptive terms about individual newsletters. There are only 3 things to change here: The title, The description and the weight of this newsletter in list of other newsletter (not an issue for this site) Subscriptions: This is a list of subscribers, and whether or not they are active. Edit: By clicking on the edit link you can subscribe/un-subscribe users to individual newsletters. Delete: Delete the user Activate/inactivate: changes the status of whether or not a user receives e-mail. Lists of names can be imported and exported easily by cutting and pasting lists of comma separated names. This can be done easily with a .csv file, something you can create with Excel.

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Settings: This is where you set-up the different options for your newsletters. General: applies to all newsletters, you deal with formats in the links to the distinct newsletters.

There are 5 sections here: Default Newsletter options: Format: Html or plain text, simply put do you want the e-mail to look like a web page or simply text. The single biggest difference is that Plain text cannot carry images, or any other formatting for that matter. There are still some e-mail clients that cannot read html e-mail. It is worth noting here that more and more webmail (gmail,, Yahoo, Hotmail, etc...) and local clients (Outlook, Eudora, Thunderbird) are blocking images in html e-mail by default. The reason to block images is that tiny programs, often used to carry viruses, can by put into images in the place of pixels, also images are the only way to track if someone has opened an e-mail (a common spammer tactic). Consider this before you send out image heavy e-mails. Priority: This is a message to e-mail clients. In summary, don't use it, it is only viable on local clients and even then it only annoys most users. 34


Request receipt: Similar to Priority this is only available if someone is reading the e-mail from a a local client (Outlook, Eudora, Thunderbird, etc....) and many users turn this function off. Default selection for sending newsletters: This setting dictates the action that occurs when you first publish a newsletter. Test Address option: Test E-mail Address: Choose the default test e-mail Sender Information: Choose the reply e-mail the recipient sees in the e-mail Initial send time: This setting is dictated by the setting from PHP, the programmed language much of this web page is programmed in. There is no need to mess with it as most of the option are not that different. Cron Throttle: Cron is a Linux term that is equivalent to scheduled jobs in Windows. The site runs it's list of cron jobs every hour at the top of the hour. This means if you set up a newsletter top be emailed out it will be mailed out the next time the top of the hour roles around. As the list grow it is important to keep an eye on this setting.

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Individual newsletters:

For each newsletter, in this case "update", you can override some of the General options. Header and Footer: This is the formatting, images and text that appears at the beginning and end of the newsletter respectively. Style: Similar to Cascading Style Sheets you can define id's and classes available to you in this newsletter. This is something that a designer can help you with, you can learn more about CSS at http://www.w3.org/Style/CSS/. Body background color: The color of the background . You will need the hexidecimal code for the color you want to use, which can be found using this page: http://www.ficml.org/jemimap/style/color/wheel.html. Block Options: This determines characteristics of the block that appears on the right sidebar of the web page, the one labeled "Sign Up". This block gives visitors a number of options. Display message Block: Do you want to have the Block. This is the e-mail sign-up block on the right sidebar, and this is the place to get rid of it if you want. Block Message: The text below the title of the block used to sign-up for the newsletter, appears on the right side of the web site's main pages. Display subscription form: Display the box and buttons for visitors to sign-up for the newsletter. 36


Display links to archives: Have a link that leads to a page listing past newsletters. Note if you have a newsletters that is not available to the general public, you do not want to check this box. Number of issues to display: This affect the number of issues seen when a visitor visits the archive of newsletter. This does not have an affect on the number listed on any other page. Display RSS feed Icon: Give visitors an option to add this newsletter to their RSS reader. Sender Information: Use this box to override the sender information from the General Settings page HTML to text conversion: This allows you to determine how hyperlinks are treated when sending e-mail as plain text. The two options are to have the link appear to the right of the text of the link, Rooty Hollow LLC [http://www.rootyhollow.com], or as footer at the bottom of the e-mail. Footer Example: Rooty Hollow LLC [1] [1] http://www.rootyhollow.com

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Taking the site offline: Under Site Maintenance. From here you can choose between online and offline. To finalize your choice press “Save Configuration”

If you are logged into the site while it is offline you will see the line “Operating in offline mode” immediately below the green tabs.

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When the site is offline, this is what visitors see:

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Store Administration The store is administered from the Store Administration Page

The Store Administration Section is broken down into 7 sections Orders: This is where you can review and change any past orders, as well as add any orders you receive outside of the web site. Customers: This is where you view information about customer and their respective orders. Please note that customers automatically get an inactive account after they order a product from the site. Affiliates: This is where you will change the setting of the affiliate program (such as setting commission levels) Discounts: This is where you set up different types of discounts: Discounts can be given for the total of an order, the # of products in an order, a particular product, or the role a user has for the site. Products: Allows you to review the different products sold on the site. From here you can review products, review which files and products are associated, upload new files, and work with the macro 40


classes of products (currently there is only one such class "Books") Reports: This is where you get reports on how sales form the web site. Sales reports are currently broken in to 3 categories: Customers, Products and Sales. Configuration: This is where you will change setting for the default behavior of you site in reference ot the following areas: the shopping cart (Cart), Checkout, Country, Customer Notification, Orders, Payments (paypal, etc...), Products, Report Settings, Table display settings, Tax Settings.

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Orders This is where you will review the orders made on your site: To review the order simply click on the orders link. The orders will be displayed in the order of the order ID, set automatically by the system in the order the orders are received. To change the order of the orders click on the name of the field you want to order by. In the image below the field Order Id has been pressed.

By pressing the links provided under the heading Actions you can, moving from left to right, view Edit or Delete an one order.

View an order: 42


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From the view screen you can review the order, including the information about where the order was mailed, who ordered the order, what products were in the order and change the status of the order. Changing status to refund:

Though much of the content in the order view does not need explanation it is most important to note that this is where you will change the status of an order to refunded. Though this will not automatically reimburse the customer thohgh it will ensure that you reports are correct. At the time of this manual being printed you will have to reimburse the customer by hand either with Paypal or by more other means.

Order editing: You can reach the order edit screen either from the orders page by pressing the edit button for an individual order or by pressing the edit tab while reviewing an order

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From the order editing screen you can change the information about the customer, the payment method, the products in the order and add admin. comments about an order for your later reference (note: The status of an order can only be changed under the view tab of an order.)

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Order Invoice: You can review the invoice, as the customer saw it, from the invoice tab of an order.

The invoice can be viewed in a printable format, and can be mailed to an e-mail address of your choosing through the Printable Invoice and mail invoice tabs respectively.

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Order Payments: Review the payments associated with an order

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Order Log: Review a log of the actions taken by the web site, sales cart and any users who changed a particular order.

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Customers: This area is where you access the information about particular customers in order to review profiles of individual customers or the their orders. When you click the Customers link from the Store Administration page, and many other areas of the site, you will see the following screen

You can change the order in which the customers are displayed by pressing the label, at the top of the list of customers, of the field by which you wish to order the list of customers.

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Customer editing: By pressing the view customer button, found under the view column in the list of customers, you will be taken to a customers "My Account" page, reviewed briefly in the beginning of this manual. In this portion of the manual we will review the "My Business" and "Edit" tabs Under the Edit tab you will find three tabs "Account Settings", "Personal" and "my newsletters" Account Settings refers to setting of the user account as they relate to contributing content to the rest of the site, i.e. if you had forums activate and users logged in the contribute to those forums this is the information that would be displayed about the users or the layout of the site they would see as the worked in the site. Account Management: Username: The computer readable username the user assigns themselves, note that this will be an e-mail address for users who are only customers. E-mail address: This is obviously the e-mail address the user provides when the sign-up or purchase something from the site. Password/ Confirm Password: This is where the user, or an administrator, can change the user's password. Status: Either active or blocked: this can only be changed by users with access to manage user accounts. Roles: What Roles does this user belong to? Role Expirations: You have the option to sell roles for the web site, in other words a way of allowing user to get privileged content or access to change content on the site. An example of what this is useful for would be; if you are offering a training and wanted to set up a forum for all the attendees . You could have attendees sign up, and pay for, the training on the site, at which point they would be able given a particular role. That role would have special access to perform certain functions, like edit and contribute to a particular forum or blog, access pages with information about the training, etc... TinyMCE Settings: TinyMCE is the program that allows you to easily edit the web page, the body field in most of the pages. Generally there is no reason to change this setting here, though setting this to â&#x20AC;&#x153;disabledâ&#x20AC;? means that for this particular user the body, and some other, area(s) of a web page will display in HTML by default when the edit tab it clicked. Comment Settings: Though this is not relevant at this time for this site, if users were able to leave comments attached to specific pages on the site, this would control how those would look, in particularly a personal signature. E-mail settings: These options are covered further in the Newsletter Setting section Locale settings: Timezone and languages for the user in question, currently the only language available 52


is English. the only ting affected by the language settings here are the labels associated with the web system, the content stays in the language it was published in. File Downloads: This is a lost of the files that the user has purchased the right to download, any purchased more than 2 weeks ago or already downloaded will not be available for download on this page.

Personal Information: Found under the personal tab of the Edit section of the My Account page: Including the Role Expirations and File Downloads (covered under "Edit") this section includes personal information about users, asked when they sign up for an account (different from purchasing products). Most of this information relates to name and contact information.

My Newsletters: This is where a user, or administrator, can choose what newsletters a user is signed up for.

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Customer Orders: Clicking the view order button takes you to a list of the orders associated with the particular customer, pressing the view or edit buttons from that list take you to the order screen discussed under the orders section of Store Administration.

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Affiliates: This is where you can review your affiliates, those that have produced business, and control certain aspects of the program. Someone becomes an affiliate by signing up through the link found on the right hand side of the page when they are looking at the homepage, or any of the other main pages (The Center, Books or Movement Disciplines). Functionally this creates an account in the web site, from here an affiliate will simply have to goto the links section of the My business tab of the "My Account" page. This user account is only different from the user account created by buying a product in that is never expires unless an administrator goes to the user account an deactivates the account.

Manage: The Manage page give you a list of affiliates and a summary of the clicks and users they have generated (remember anyone who buys something becomes user automatically). Though this information is useful you should depend on reports to tell you exact details about the affiliate program's performance. Settings: There are 4 setting for the affiliate program. Affiliate Hierarchy Depth: This controls how many levels of affiliates you have. Meaning that once someone become a user through another affiliate, assuming you grant them a permanent user account, that person can act as an affiliate themselves. If you want to have multiple levels you need to decide how many levels there will be here. Default commission structure: This sets what commission each level of affiliate will earn from a sale attributed to them, or their affiliates. Each value must be separated by a comma. Order status: this is the status an order must attain in order for an affiliates to earn a commission, generally there is no reason to have this be anything but "completed" On an invalid URL redirect, redirect to: In case a URL from an affiliate links someone to a page that does not exist what page should that person be directed to. Currently it is set to the books link.

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Discounts:

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On the discounts page you will see two options:

Manage: This is where you add/edit different discounts;

Add discount: To add a discount click on the Add discount link, you will see the above screen. This page sets the information about the discount for the rest of the store to use when setting the discount. Discount Name: This is the name of the discount that will show up in the check out screen Discount: Description: This is what will show up on the invoice e-mailed to the customer. Max discounts: How many of this particular discount can be applied to a particular order. If there is a discount on a particular book and someone buys more than one copy can they get more than one discount? End Processing: Make this the last discount applied to an order, even if there are other applicable 57


discounts that can be applied to this order after this one. Exclusive: Make this the only discount applied if no others have been applied as of yet. Weight: This concept is the same as the weight concept in the web pages. The lower the weight the sooner the discount is applied to an order. This is what helps determine if the End processing and Exclusive settings are triggered. If two discounts of the same weight are encountered they are applied in the order of their discount name ordered alphabetically. Start Date: When does the discount start? End Date: When does the discount end? Active: Is this discount currently active? Upon submitting a new Discount you will be taken the discount's new page where you can add conditions to be met to apply the discount and what happens when the discount is applied, conditions and actions respectively. It is possible to create a highly complex set of rules around how a discount works, simply put unless you have to don't get too complex!

Conditions: By pressing Add Condition you will be taken to the screen where you get to choose the first condition that must be met for your discount to be triggered. Your choices here are: Multi Product, Order Total, Product and User Role. After Choosing one of these you will be taken to the screen that lets you set the particulars of the condition you chose:

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Multi-product:

Weight: This determines what order the condition is referred to among all the conditions for this discount. Condition Group: This setting allows you to group sets of condition together for a particular discount. All of the conditions in a condition group for a particular discount must be met for that condition to be triggered. Comparison operator: Choose equals, greater than, lesser than, greater than or equal to, less than or equal to applied to the Quantity below Multiple Products/Type: Choose which types can be selected to trigger this discount. Note you can choose general product classes (also referred to as categories), ex. Books. Hold down the CRTL key to allow you to choose more than one product/type at a time. Quantity: Choose how many products must be chosen to trigger this discount: Note: This does not refer to the number of different products someone chooses, but the aggregate number. If you set quantity to 5 this means choosing 5 different products or 5 of one product will both satisfy the condition.

Order Total:

Weight: This determines what order the condition is referred to among all the conditions for this discount. Condition Group: This setting allows you to group sets of condition together for a particular discount. All of the conditions in a condition group for a particular discount must be met for that condition to be triggered. Comparison operator: Choose equals, greater than, lesser than, greater than or equal to, less than or equal to applied to the Amount below Amount: The total of the order

Product:

Weight: This determines what order the condition is referred to among all the conditions for this discount. Condition Group: This setting allows you to group sets of condition together for a particular discount. All of the conditions in a condition group for a particular discount must be met for that condition to be triggered. Comparison Operator: Choose equals, greater than, lesser than, greater than or equal to, less than or equal to applied to the Quantity below. Products: Choose which product this discount will be applied to. Quantity: Choose how many products must be chosen to trigger this discount:

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User Role:

Weight: This determines what order the condition is referred to among all the conditions for this discount. Condition Group: This setting allows you to group sets of condition together for a particular discount. All of the conditions for a particular discount must be met for a condition to be triggered. Comparison operator: Choose equals, greater than, lesser than, greater than or equal to, less than or equal to applied to the Role below. Note: != means not equal to (it comes from the programming language, PHP, the shopping cart program is written in) Role: What role receives this discount.

Action: By pressing Add Action you will be taken to the screen where you get to choose the first action that occurs when the condition(s) for a particular action are met. Your choices here are: Discount amount from order total, Discount Multiple products from order and Discount products price from order. After Choosing one of these you will be taken to the screen that lets you set the particulars of the condition you chose: Discount amount from final order:

Weight: This determines what order the action is taken among all the actions for this discount. Amount: How much should the discount be, either an amount 5 for five dollars or a percent 5% for five percent. Discount Multiple Products from the order:

Weight: This determines what order the action is taken among all the actions for this discount. Multiple Products/Type: Choose which types are going to be discounted for this discount (generally the same as the multi-product setting in the conditions). Note: you can choose general products classes (also referred to as categories), ex. Books. Hold down the CRTL key to allow you to choose more than one at a time. Quantity: Choose how many products can be discounted to for this discount: Note: This does not refer to the number different products someone chooses, but the aggregate number. Amount: How much should the discount be, either an amount 5 for five dollars or a percent 5% for five percent.

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Discount product price from order:

Weight: This determines what order the action is taken among all the actions for this discount. Products: Choose which product this discount will be applied to. Quantity: Choose how many products can be discounted to for this discount: Note: This does not refer to the number different products someone chooses, but the aggregate number. Amount: How much should the discount be, either an amount 5 for five dollars or a percent 5% for five percent.

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Products: From the Products page you can access lists of the various products sold on the web site, information about the file associated with products and add/edit any classes for products to be sold on the site

View products: This page provides a list of all the products sold on the site, no matter what page a customer may have to go to to see the product. From here you can navigate to an individual product's page and make any changes you need to make. How to add a product is covered in the Adding/Editing New Web pages section.

Manage Classes: This is where you add/edit classes of products (each class will show up as an option under create content when you go to create a new web page). Classes simply offer you an easy way to categorize your content for: display later, reporting of applying/offering discounts.

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View File downloads: This is where you can review a list of the files that are associated with products and upload new files to the server to be associated with product web pages when you create content, and finally delete files on the server you no longer need. (Note: This is not where you associate a file with a product, you do that from the product's page itself, under the features tab). You can navigate to the products pages from here by clicking the name of the page in the list on this page).

Uploading New product files:

To upload a new product file you simply have to change the drop down menu under actions to "upload file" and hit perform action. You will be taken to screen where you can browse your computer for the file you want to upload.

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Deleting uploaded product files:

To delete a file simply select the check box to the left of the file's title, change the drop down menu under action to Delete file(s), and press perform action. You have the option to delete associated directories and sub-directories, there is reason to do this.

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Reports You have the choice of 3 separate report categories, Customer, Products and Sales.

Customer reports: Customers summary: This report is simply an aggregate look at the customers that have purchased products form the site, it contains their Name, their username for the site, the total number of orders they have made, the total # of products they have purchased, the total amount they have spent (including taxes), and the average amount they spend per order (including taxes). If you click on the customers name you will be taken to the list of orders for that customer, this is the same as the Customers orders list under the customers page of Store Administration. Clicking the username will take you to the customer's "My Account" page.

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Customer lists: This is where you will get a list of the customers based on where they live and/or what they have purchased. When you first open the report you will see a list of all the customer names, similar to the customer summary report. If you wish to restrict the list of customers available to be viewed click on the customize report link.

Narrowing criteria:

From here you can limit the list to a particular zip code, a set of countries, a set of cities or a set of products purchased. For the the later three criteria you can choose multiple items in the list by holding down the CRTL key when you click on options. Choosing no criteria mean all customers are displayed. Choosing fields to display:

You can click on the field you want displayed in your list. Note: if someone changes address and purchases a product from both address both addresses will be displayed in a list (assuming they both meet the criteria). 66


Customer Products: This is a simple list of each product sold along with the customer that purchased it.

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Product Reports

Products Summary This is simply a summary list of the number of times a product has been viewed or sold and the total income from a product (minus taxes)

Custom Products Report This is a report, broken down by a chosen time period, that details how many items have been sold in that time period and can be further broken down further to sum the total of each product sold within a time period. When first clicked the report display the current year. Clicking customize report allow you to change the criteria of what is displayed and what time periods the report is broken down by. Dates: You can choose the Start Date, End Date Choose Products: You can highlight which purchased products should be considered in the report. Hold down the CRTL key while clicking on products to choose multiple products Subreport length: This setting allows you to choose what time period the lines on the report are broken into, you can choose daily, weekly, monthly and yearly. Product Breakdown: This setting allows you to see a breakdown of the individual products sold in each time period, as in the last line of the report below.

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Sales Reports Sales Summary This report summarizes the Sales made from the site, including the daily sales, the total sales and the statuses of the different orders (You should only see three different order statuses: Completed, Refunded and canceled, anything else you should look into using the Orders page of Store Administration)

Sales Per Year Use this report to get a report of the sales on an annual basis, broken down by month.

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Tax Summary

This report displays the a summary of the sales and taxes within the time period determined by the user. The sales are broken down in the first table below the criteria, additionally all Ohio sales are broken down by county, with the rate, total sales and Tax Owed.

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Custom sales summary This report allows you to get a breakdown, by a time period of your choice, of all the revenue from sales that meet an of the following criteria: Order status, Affiliate, and within certain start and end dates.

Clicking on customize report allow you to change the criteria and the time period breakdown of this report. The following options are available. Dates: You can choose the Start Date, End Date Order Status: Where is the order in the check out process. Affiliate: Restrict the reports to sales generated by a particular affiliate. Subreport length: This setting allows you to choose what time period the lines on the report are broken into, you can choose daily, weekly, monthly an yearly. Product Breakdown: This setting allows you to see a breakdown of the individual products sold in each time period. 71


Configuration This is where the settings related to how your shopping cart and store works are set. Though a detailed description of each setting beyond the scope of this manual. A brief description of each configuration class is contained here along with details on how to adjust and create tax regions.

Cart Settings What is the minimum order, how/when does the block for the shopping cart display on the right side of the screen, and other settings specifically related to the shopping cart.

Checkout Settings What happens when someone checks out? What address information is enabled/required? What message do they receive from the site? Can someone checkout anonymously? Country Settings Decide how addresses appear for a particular country, what countries can a customer purchase from? Notification Settings What do the notifications generated by the site look like? This applies to notifications sent to the customer and to the site administrator(s) Order Settings What is displayed/tracked with each order. What can you see when you look at an order in the orders page of Store Administration? Payment settings What type of payments can be accepted? What payment gateways are available for Internet customers? Product settings What fields are displayed with each product? How many products are displayed per page? where on the server do the files for the products reside? How long do people have to download files?

Report settings How many lines per report?

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Store settings General information about the store: street address, currency used for sales, what is the primary customer address? Table display settings Don't worry about this one Tax settings This is where you set the tax rate for different regions. Add/edit Tax rates Simply click on the edit link to the right of the rate you want to edit, or click on the "Make new tax rule" link at the bottom of the page. You will see the following screen.

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You can edit the following Name: The name applied to the tax (this will appear in the checkout screen when a customer checks out) Rate: Represented as a decimal ex 7% should be written as 0.07. Taxed product: Note that the choice Product only refers to generic products, not the entire array of products sold in your store. Meaning choosing Product will not also include Books. Taxed Line Item: What label do you want displayed when the customer checks out? Weight: If more then one tax is applied where does this on appear in relation to the other(s)? Lower numbered labels float to the top.

Applying taxes To apply a tax you will need to log in as an administrator. Go to Administer | Site Building | workflowng. Click the add new configuration tab. note: workflow-ng is an extremely powerful tool to configure the behavior of your site when a particular action occurs (from creating a page to buying a product) which can then automatically do any number of things when that action happens (from sending a message to editing content). The instructions are step by step for applying a tax, feel free to experiment with others work flows. 1. Under Event choose the appropriate tax under the label uc_taxes, "Calculate test" in the example below

2. Give the event a label, it can be the same as the name of the tax. 3. Click add condition. 4. Choose a condition, in the case of Ohio County taxes you would choose "Check an order's delivery zone", the term zone is used in lieu of state to allow for international rule 74


establishment. 5. Fill in the appropriate criteria for the above chosen criteria 6. Click add action 7. Choose an action and click add, in the case of a tax choose "apply a tax" 8. Finish the action, i.e. what is to happen.

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