Help for Good Earth Orders Administration

Table of Contents:
Customers and Orders
Item Categories
Adding or Changing Items
Adding Editing Items
Editing Page Content
Adding Photos and Images using the WYSIWYG editor
Messages

Viewing Customers and Customers Orders

Choose Customers from the menu to show a list of all customers.

Click the pencil icon to view customer details where you can see their contact information, preferences, and login history.

Click the shopping cart icon to view their orders. This shows the same order detail as the Orders menu choice that shows all orders for all customers.

The Orders Page

This shows a list of orders -- either all orders or just the orders for a chosen customer (see above), sorted by order date.

Click the customer name to send an email (if you have an email client set up on your computer)

Click the order date-time to see the order details.

Order Details

This shows all the items in a given order. Note that here you can modify the order by changing the Order Status:

  • Pending means that the cart has not yet been submitted by the customer - they are still working on it.
  • Submitted means that they have submitted their cart and are waiting for your call.
  • Partial Complete means that you have viewed the order and discussed with the customer that not all items are available, but they can complete the modified order and you will notify them when the missing items will be ready or if they don't want certain items.
  • Complete means that this order was paid and picked up or ready for pick up.

You can also change the quantity or status of each item. The idea is that when a customer submits their order, you are notified by email and you will call them to confirm and process their payment. You may have to make status modification for out-of-stock items for example:

  • Pending means that the cart has not yet been submitted by the customer - they are still working on it.
  • Out of Stock: remove this item from the order, either for later processing or simply "no longer wanted"
  • Complete means that this order item was paid and picked up or ready for pick up.

If you make any changes to the items or to the Order Status, click the Save Changes button. It will refresh the order detail page showing revised totals as needed.

Adding or Editing Item Categories

Choose Item Categories from the menu. This shows a list of existing categories and a button to Add New Category.

Click the category name to view or change its details. Here you can add or change the photo, edit the Category Comments. The Category Order sets its position on the home page.

Adding or Editing Items

Choose Items from the menu. This shows a list of item categories.

Click the category name to view the list of items in that category. You can Add Item, or click the pencil icon to edit item details.

Item Details

Here you can add or change the photo, and,

Product Information

  • Item Name
  • Short Item Description or common name
  • Long Item Description
  • Item Price
  • Item Color
  • Item Size
  • Active checkbox - use this to temporarily hide items that are not available during current season for example. You may choose to keep out-of-stock items active so they can still be ordered.

Editing Page Content

In General: You can edit the content and other information about some pages on your site. In your case, most are special pages not changeable using this editor. For example, the product lists, the customer account, the card, etc. Item categories and item details are edited by using the special forms mentioned above. To edit the text on a page:

  • Log in to the Admin pages and choose the Pages button.
  • Select the pencil icon next to the page you want to edit.
  • In the form, the Page Description is simply the identifying title that appears in the list of pages.
  • The Page Title, appears on the public page in the title bar. It's important that this be relevant to the content on the page because search engines use this to evaluate relevant to searches.
  • The Page Type determines the necessary code for special pages that have input forms (E) or if the page links to an outside website that you want to frame (L).
  • In the edit box, you can edit and update the text on the page. Using the tool bar icons, you can format the text in a variety of ways. This editor is similar to common text editors such as MS Word. But, in addition, you can add hyperlinks to other pages, for example.
  • When you have completed your changes, click the Save button to save your changes.

Note that you can add new pages and add links from existing pages to the new ones. If you need help with this, call or email your webmaster.

Adding Photos and Images using the WYSIWYG editor

  1. Click the Insert/Edit Image button
  2. On the popup dialog box, choose the Upload tab
  3. On the Upload page, click the Browse button
  4. Find the image you want to upload from your PC, and click the Open button
  5. Click the Send it to the Server button.
  6. After successfully uploading the image, it shows in a preview window on the Image Info tab
  7. (Optional) If you want the text to wrap around the image to the right, choose Left from the Align list.
  8. (Optional) You can also set the amount of space between the image and surrounding text by entering a value in the HSpace, and VSpace fields.
  9. (Optional) You can add alternate text, such as the person's name in the Alternate Text field.
  10. Finally, click OK and you should see the image in the editor.

Messages

Here, you can view and edit the email messages that are sent to your customers:

  • Account Update - when they add or change their account information
  • Password Reset - when they click Forgot Password and request a reset.
  • Information Request - not used at this time.

Note that the email that the site sends to customers when they submit an order is automatically created containing their order details.