Section 1 Retail Admin • Go to Section 2: Retail Advanced
In the Retail Admin, How Do I …?
- …Get to my Admin Area?
- …Import and/or edit my product data?
- …Import my product images?
- …Change the pictures in my slide show?
- …Get my orders?
- …Deactivate products without deleting them?
- …Change the number of products displayed per page?
- …Change the size of my product thumbnail pictures?
- …Modify the Category Picture size at the top of product pages.
- …Change the InfoBox positions (in the sidebar) and which ones show up?
- …Display the Category Name instead of “Category Contents”?
- …Change the number of Products per row of the Thumbnail product page?
- …Create Admin passwords for individual users?
- …Change the email addresses for orders, etc.?
- …Change the wording and pictures on the pages other than product pages, like the home page, about us, etc.?
- …Upload image (or other types of) files to my web site?
- …Set up sales tax?
- …Create discount coupons?
- …Change whether a discount coupon affects shipping or not?
- …Select/Deselect payment methods if I’m using the Authorize.Net gateway for payment?
- In your web browser address bar, type “http://yourdomain.com/catalog/admin/”. Of course you will substitute your actual domain name for “yourdomain.com” in the address just given. You will be taken to a login page. Your username will be your email address. Your password will be automatically generated when your access is set up by OmegaNet. An email will be generated and sent to your address containing your password. Print and save this email to keep track of your password, since passwords are encrypted and cannot be recovered if lost, but must be recreated.
- There are two ways to get your products into your website
a) import a spreadsheet or
b) enter product data one at a time in the Admin.Spreadsheet Method. This method is preferred if you are importing a large number of products or if you are making multiple changes to your product line. You can download a sample spreadsheet at http://support.cameoez.com/DOC/CameoEZRetail_SpreadsheetSample.txt. NOTE: This system uses tab-delimited files only. You may create your spreadsheet in Excel but you must “Save As” tab-delimited for import to your website. Although the columns are labeled in the Sample Spreadsheet and are mostly self explanatory, instructions for completing the spreadsheet are at http://support.cameoez.com/retail-spreadsheet-instructions. When your spreadsheet is complete you will go to “Catalog” >> “Easy Populate” and browse for the spreadsheet’s location on your computer under “Upload EP File”. NOTE: Do not delete columns from the spreadsheet even if you are not utilizing them.
Single Item Method. This method of adding or editing products works best when only a few changes are needed. In the Admin, click “Catalog” >> “Categories/Products”. If you are starting from scratch, you first need to create Categories. Click the “new category” button. You can name the Category, add a description, image and/or sort order. When finished, click “preview” and then “insert” to save. You will then see your Category in the list. To add a product to your Category, click on it once to select it and then click “new product”. Fill in the information and click “preview”, then “insert” to save.
- How you import product images may depend on which method you use to import your product data (see #2 above). If you are using the Single Item Method, you can use the image uploader on the Add Product page to upload an image for each product as you enter its data. If you are using the Spreadsheet Method, you may prefer to use FTP to upload all your images at once. You can use an our File Manager.
NOTE:
1) You should upload image that are slightly larger than your large image on your web site (“Configuration” >> “Images” >> “Product Information Image Width”) to insure good quality. Image Magic will automatically resize your images according to the settings you have selected in “Configuration” >> “Images”.
2) You can name your images any way you please because you will indicate the name in the spreadsheet for each item, however, it is recommended that you name your images with your exact SKU numbers. - The optional slide show is a combination of Adobe (Macromedia) Flash and an XML file that names the slides. In most installations, OmegaNet will use generic names like “slide1.jpg”, “slide2.jpg”, etc., so you can merely upload a new “slide2.jpg” to overwrite the existing one. That way you don’t have to be concerned with the scripting. To upload the new image, use one of the two FTP methods mentioned in #3 above. Slides should be uploaded to the “images” directory. NOTE: All slide images must be the same dimensions or the images will be forced to the size of the slide show, resulting in distortion of the image.
- In the site admin >> “Customers” >> “Orders” you will see a list of all orders that have been placed. To see the details or print the order, click “edit”. There are also options for “ship”, “delete”, “update” and you can print a packing slip or invoice.
- As with importing and creating products on your web site, there are two basic methods:
1) Spreadsheet Method: Change the Status field to “Inactive” for all products you wish to deactivate and import the spreadsheet as outlined in #2 above.
2) If you only need to deactivate one item, you can do so in the Site Admin: click “Catalog” >> “Categories/Products” and then click through the Category and SubCategory (if any) to get to the product you want to deactivate. Click once on the product to select it. Then, under “Status” click the ghosted red dot. It will change to bright red and the green dot will now be ghosted. Alternately, you can deactivate an item if you have clicked “edit” by changing “Product Status” to “Out of Stock”. - In the site admin >> “Configuration” >> “Maximum Values”, edit “Search Results” to the number you want to appear on each page.
- In the site admin >> “Configuration” >> “Images” , edit “Small Images”; set height OR width, NOT BOTH. NOTE: Usually it works best to set the width, since you want your products to all appear on the page without forcing your customer to scroll left to right. In order to get a pleasing appearance and good proportions between horizontal and vertical images you might have to modify the “paper size” of vertical images to make their width match that of the horizontal images. Otherwise the horizontal images will appear smaller than the vertical ones because the width of both will be the same.
- In the site admin >> “Configuration” >> “Images” , edit “Heading Images”; set height OR width.
NOTE: This will also affect the images that display in the same location with the shopping cart. They will initially be too large and pixelated. Add paper to these images to fix. - In the site admin >> “Infobox Admin” >> “Infobox Admin” you will see a list of available Infoboxes relating to various features. There are three columns: “Filename”, “Column”, and “Position”. Under Filename you can activate/deactivate Infoboxes by simply clicking the green
- In the admin, edit a Category and put the name of the Category in the blank “Category Heading Title:”. “Category Contents” will be replaced by what you put there.
Back to top - In the admin >> Configuration >> Product Listing, change “Number of columns for product listings”.
- Initially, OmegaNet will create an admin user account for you. You may create additional accounts as follows. In the admin “Administrator” >> “Member Groups”, click “New Member”. Fill in the First Name, Last Name, Email Address and select “Site Administrator” from the Group Level dropdown. Click “Insert” to save. An email containing a randomly generated password will automatically be sent to the email address you entered. Preserve the password (print and file the email) because it is encrypted and cannot be retrieved; the account can only be deleted and recreated.
- In the admin under “Configuration” there are three entries for email addresses:
- “E-Mail Address” is the main contact email for the web site
- “E-Mail From” is the email address that notifications, including order confirmations, will come from.
- “Send extra order emails to” is the email address at your company that you want to receive the order notifications.
These email addresses can be different or all the same as you choose.
- In the admin, under “Catalog” is “Define Main Page”, “About Us Page”, et.. Click on the page you want to edit. Use the editor to make changes to your page like you would to a word-processing document. Move your mouse over each of the icons in the toolbar to see it’s name and function.
To change an existing picture, click on the one you want to change to select it and then click the icon for “Insert/Edit Image” (it looks like a landscape painting in a frame). You can then change the name of the picture (somepicture.jpg) in the box that pops up. Leave the rest of the URL (http://yourusername.cameoez.com/catalog/images) as it is. If you want to add a new picture, move your cursor to the place where you want the picture to be and click the “Insert/Edit Image” icon. Add the path (URL) to the picture to the blank where it says “http://“. Your URL should look like “http://yourusername.cameoez.com/catalog/images/somepicture.jpg” or “http://www.yourdomain.com/catalog/images/somepicture.jpg“. But first you have to upload your pictures to the web site (see #16 below).
- The easiest way to send files to your web site is to use FTP (File Transfer Protocol). If you don’t have an FTP program like WS-FTP you can use your browser (like Internet Explorer. To learn more about FTP programs Click Here). In the address bar of your browser, just type “ftp://yourusername.cameoez.com” (change “yourusername” to your CAMEOEZ username) OR “ftp://ftp.yourdomain.com” (change “yourdomain” to your actual web site domain name). You will get a login/password popup*. Use your wholesale Admin Console login and password (contact OmegaNet for this login and password if you do not know it). You will see your files and folders on your web site. Double-click the “catalog” folder to open it and then double-click “images” to open it. Then you can open a Windows Explorer or “My Computer” window and copy your new pictures to the web site. More on this method.
*NOTE: If you don’t get the login popup, change the address bar to read “http://yourusername:password@yourusername.cameoez.com/“.
- In the admin, under “Locations / Taxes”, click “Tax Zones” and “Insert”. Enter information in the two blanks.
Example: in the blank titled “Zone Name”, enter “California Sales Tax” if you want to charge sales tax to people from California. In the blank titled “Description”, enter “California State Tax” or something similar. You will see a folder titled “California Sales Tax” or whatever your “Zone Name” was.
Next, click once to select the folder and click the “Details” button. Click “Insert” to the right. You will see a top bar with “Country” and “Zone” as headings. To the right under “New Sub Zone” you’ll see two dropdowns. From the first select the Country for the tax zone you are creating. From the second dropdown, select the Zone. This will most often be a state or province. (If the Zone you need to select is not in the dropdown, you will need to create it under “Zones” in the sidebar.) Click “Insert” to create your Sub Zone.
Next, click “Tax Rates” in the sidebar and then “New Tax Rate”. Select “Taxable Item” from the “Tax Class Title” dropdown. Select your new Zone from the “Zone” dropdown. Enter a Tax Rate as a percentage. Enter the Description you want to appear in the Checkout form. Last enter a Priority. You can make this “0” if only one tax rate will apply. If you are adding sales tax for several overlapping governmental levels (city, county, state), etc. you can assign a priority.
- In the admin, Vouchers/Coupons >> Coupon Admin you can create coupons with a variety of features. Click the “Insert” button to create a new Coupon, then vill out the form.
- Coupon Name: A short name for the coupon.
- Coupon Description: A description of the coupon for the customer.
- Coupon Amount: If you want to give a dollar amount off, state the amount without a dollar sign. Example: five dollars would be 5.00. If you want to give a percentage off, add a percent sign. Example:twenty percent would be 20%.
- Coupon Minimum Order: The minimum order value before the coupon is valid, expressed as a number without dollar sign.
- Free Shipping: Check this box if you are giving free shipping with the coupon.
- Coupon Code: Enter the Code that you want to use to designate the coupon. This can be either a word or a number.
- Start Date: Enter the beginning date you want the coupon to be good for. Use the format mm/dd/yyyy. Example:May 5, 2008 would be 05/08/2008.
- End Date: Enter the date you would like the coupon to expire. Use the same format as Start Date: mm/dd/yyyy.
- Uses per Coupon: You can limit the number of times the coupon is used by putting a number here. Example:if your offer is “The first 100 customers get 20% off”, put 100 here. If you want the coupon to be available to an unlimited number of customers to use the coupon, leave this field blank.
- Uses per Customer: You can limit the number of uses per customer. Example: if you want each customer to only use the coupon once, put a 1 in this field. If you want to allow unlimited uses per customer, leave this field blank. NOTE:If you have left the field blank and saved the coupon, then return to Coupon Admin, the field may say “1” because that is the default recommendation, so if you make a change, remove the “1” before resaving.
- Valid Product List: You can limit the coupon to just certain products by putting the ID number of the product(s) here. YOu can put ID numbers for multiple products, separated by commas. Example: 723,725,346. NOTE:Use the ID number assigned by the system, not your SKU number. You can determine the ID number by mousing over the picture of the item and looking at the link destination at the bottom of your browser window or clicking to go to the large image and checking “id=???” in the address bar.
- Valid Categories List: You can make the coupon valid for certain categories by putting the category id numbers here, separated by commas. NOTE: Use the category ID number assigned by the system. Locate the id number by mousing over the Category name or going to the Category and check “Path=???”. IMPORTANT: Do not duplicate parent categories with subcategories. Example: if “Jar Candles” is a subcategory of “Candles”, only put the ID number for “Jar Candles”; not both “Jar Candles” and “Candles” or the discount will be applied twice.
- In the admin, under Modules > Order Total. Shipping needs to have a higher number than Discounts if you don’t want the shipping amount to be affected by a discount.
Example:
10 Total of order (you can assign any number)
20 Discounts
30 Sales Tax
40 Sub Total or Total
50 Shipping
60 TotalIn the example above, shipping is calculated after discounts have been subtracted and sales tax has been added.
- In the admin, under Modules > Payment > Credit Card/Authorize.net. Check the credit cards you accept.
Advanced FAQ
How Do I …?
- …Modify the PHP files to make the changes described in the Advanced FAQ?
- …Modify the Page Title at the top of the browser window?
- …Remove links from “Information” InfoBox?
- …Modify field labels (such as “Name”, “Address”, “Zip Code”, etc.) in Account and Checkout Forms.
- …Modify custom page Title and Heading?
- …Modify the layout of the Thumbnail product page?
- …Edit the “Categories” Page, including removing the “New Products” box from the bottom of the center column?
- …Modify the layout of the Large image product page?
- …Change the meta tags?
- …Modify Success Notifications (“Account Creation Successful!”, “Order Successful” etc.)?
- …Change the layout of the Header and Footer that appears on all pages.
- …Change CSS colors and styles?
- …Add custom links to a sidebar, other than those in the Infobox Admin?
- …Change the Shipping methods available, i.e. remove FedEx ground as an option?
- …Get rid of the “Page Not Found” error when I try to checkout or create an account?
- …Add text to pages like the Checkout Form, Registration Form, etc.
- To edit the files mentioned in the Advanced FAQ, you will need to use a text editor such as Notepad on Windows Computers or some other editor that does not format text for printing. Some HTML editors can edit PHP files. Word processors, such as Microsoft Word, should not be used because they will introduce formatting and may substitute special characters which will not work in PHP files. You will also need to be able to access the files on your web site via the File Manager.
- In /catalog/includes/languages/english.php, line 48:
“define(‘Title’,’New Title‘);” - In /catalog/includes/boxes/information.php, comment out unwanted links after “$boxContent”. Use double forward slashes ( // ) to comment out unwanted lines.
- Edit definitions in /catalog/includes/languages/english.php. Example: Line 202:
“define(‘ENTRY_POST_CODE’, ‘Zip Code:’);”
becomes
“define(‘ENTRY_POST_CODE’, ‘Zip / Postal Code:‘);” - In /catalog/includes/languages/english/ edit custompage1.php, custompage2.php, etc.
- Modify /catalog/templates/fallback/content/index_products.tpl.php
- Copy /catalog/templates/fallback/content/index_nested.tpl.php to /catalog/templates/cameoez and edit the file. Example: To remove the “New Products” from the bottom of the page, delete the following code at the bottom of the file:
<?php include(DIR_WS_MODULES . FILENAME_NEW_PRODUCTS); ?>NOTE: It does not work to use HTML comments on PHP statements. You must either delete the PHP statement or use PHP comments ( // )
- Modify /catalog/templates/fallback/content/product_info.tpl.php
- It’s possible to simply hard-code the meta tags in the main_page.tpl.php like you would any header, but this defeats the OS Commerce individual page meta tag system. The system takes the Category name and product information on the page and assembles it into meta tags that are specific to each page. This is done in /catalog/includes/meta_tags.php. I haven’t been able to thoroughly test this, but I think you can add general site description and keywords at the beginning of meta_tags.php.
Add the keywords on line 24 where it says:
$mt_extra_keywords = ‘keywords here‘;Add the description on line 26 where it says:
$web_site_tagline = TERTIARY_SECTION . ‘description here‘; - In /catalog/includes/languages/english: For the message that comes up after creating a new account: modify create_account.php. Modify “account_notifications.php”, “checkout_confirmation.php”, etc., etc. for other notifications.
- In /catalog/templates/cameoez/, edit main_page.tpl.php
- In the root directory (“/catalog”) and there is a file called “stylesheet.css”. Editing this file will change colors and the attributes of many aspects of the web site. Consult reference books and web sites concerning the editing of Cascading Style Sheets (CSS) to learn more about doing this.
- In /catalog/includes are the files column_left.php and column_right.php. It is possible to put standard HTML links in these files, however it appears the link will always be at the top of the column and there is no way to insert a custom link between Infoboxes.
- In /catalog/includes/modules/shipping find the file that pertains to your shipping method and comment out ( // ) the methods the client doesn’t allow. Example: to remove the FedEx ground shipping method, modify “fedex1.php”, line 40, so that
’92’ => ‘Ground Service’
becomes
// ’92’ => ‘Ground Service’. - Modify the /catalog/includes/configure.php so the URL is correct:
Line 14: define(‘HTTP_SERVER’, ‘http://www.domainname.com’); // eg, http://localhost – should not be empty for productive servers
Line 15: define(‘HTTPS_SERVER’, ‘https://www.cameoez.com/ssl/cameoezuser’); // eg, https://localhost – should not be empty for productive servers (“cameoezuser” will, by default show the cameoez username, which is the same as the CAMEO EZ Admin Console login)
AND
Line 21: define(‘DIR_WS_HTTP_CATALOG’, ‘/catalog/’);
Line 22: define(‘DIR_WS_HTTPS_CATALOG’, ‘/catalog/’);NOTE: Before the domain has been transferred or redirected to OmegaNet’s server, you can test the site by changing “true” to “false” on line 16:
define(‘ENABLE_SSL’, false); // secure webserver for checkout procedure? - The structure for various pages is contained in /catalog/templates/fallback/content. These files are characterized by the double ending “.tpl.php”. Example: To add custom wording (other than heading wording) to the Checkout form, choose between checkout_payment.tpl.php, checkout_confirmation.tpl.php, etc., depending on where in the Checkout process you want your custom information to appear. Edit the file carefully, since table structure may go across “if” statements and look confusing at the code level. Instead of uploading the file to “fallback”, upload it to /catalog/templates/cameoez/content. That way you preserve the original file in “fallback” and you can tell at a glance in /cameoez/content what files you have modified.