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E-commerce Support

If your Zen Cart was setup in 2010 or after then replace admin with backend. For example:
www.yourwebsite.com/catalog/backend
How do I get to my admin area?
How do I add products to my E-commerce site?
How do I delete products?
How do I change the content on my E-commerce pages?
How do I configure the taxes?
How does the Newsletters & Product Notifications work?
How do I set up my Paypal account to work with my E-commerce?
How do I setup Group Pricing?
How do I setup my Shipping Module?
How do I edit the Product Price Manager for adding Tax Class?
How do I do a database backup on my site?
How do I add attributes to my products?
How do I set up Gift Certificates?
How do I Disable the Birthday Module for Your Customers?
How do I set up table rate shipping module?
How to put items on sale on my ecommerce site?
What exactly does the counter history tell us? Why are the two numbers sometimes different?
How do I add downloads to products? make products downloadable?
How do I setup my store to show prices only if the customer is logged in?
How do I remove the New Products for "Current Month"?
How do I remove the date that the product was added?
How do I edit the main page and the other pages in my catalog?
How do I disable the category/inventory counts (the numbers beside the category links)?
How do I remove the arrows on the categories?
How to send emails to your Customers via your website?
How do I update customer’s information?
How to limit the countries you want to sale your products to?
How do I update an order?

How do I get to my admin area?

The best way to get to the admin is to go to www.yourwebsite.com/catalog/admin this should take you to the login page. The user is always admin. If you forgot the password click on Resend Password. It should then email you a new password. Once you get this copy and paste it into the password box. Once in you can change the password to something that is easier to remember just go to tools => Admin Settings. Once there make sure that you have the right user selected and then click on reset pwd.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I add products to my E-commerce site?

  1. Log into your admin
  2. Roll your mouse over catalog
  3. Select categories/products
  4. Click on the category you would like to put the new product in (if the category is not there click on new category and add the category)
  5. Click on new product button at the bottom of the list of products
  6. Add product information and image
  7. Click on the preview button at the bottom right hand corner
  8. Check to be sure all information is correct
  9. Click insert
  10. Your Done!

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I delete products?

  1. Log into your admin
  2. Roll your mouse over catalog
  3. Select categories/products
  4. Click on the category were the product is that you would like to delete.
  5. On the same line that the product is on you will see a red X.
  6. Click on the red X this will deletel the product.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I change the content on my E-commerce pages?

  1. Log into your admin
  2. Select tools
  3. Select "Define Pages Editor"
  4. Choose the page you want to edit in the drop down box
  5. Make your changes in the box
  6. Click "Update'

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I configure the taxes?

Go to:
Admin > Locations/Taxes > Zones Definitions > Insert
Zone Name: Colorado
Description: Colorado State Sales Tax (Or whatever you like)
click on 'insert'

Click on 'Details' after creating a zone
Click on 'Insert'
Country = United States
Zone = Colorado
Click on 'insert'

Go to:

Admin > Locations/Taxes > Tax Classes
Click on 'New Tax Class'
Title = Taxable Goods
Description = Whatever you like
Click on 'insert'

Go to:
Admin > Locations/Taxes > Tax Rates

Click on 'New Tax Rate'
Select your zone, 'Colorado'
Set your tax rate
give it a description, ex: Colorado State Sales Tax
Click on insert

Last, make sure you apply the new tax class that you created (Taxable Goods) to any and all products that you might be charging tax on.

To make this faster when adding new products, in the Admin area, you can select a default Tax Class to be applied to all new products you create, by selecting "Catalog -> Product Types -> (choose a product type) -> Edit Layout -> Default Tax Class

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How does the Newsletters & Product Notifications work?

HOW TO USE - Rich Text Editors / Email Archiving / HTML Mail Sending

Enabling HTML/Rich-Text Edit editor support:
You can choose your editor setting under Configuration => My Store => HTML Editor

Email System Settings relating to rich text messages
In the ADMIN section, goto Configuration => E-Mail Options

a. Make sure your "E-Mail Transport Method" is set appropriately for the webserver you're using.
b. Use MIME HTML When Sending Emails = "true"
c. Send E-Mails = true
d. Email Archiving Active? = We recommend setting this to "true" -- note, this will increase your database size regularly.

Where do I go to send HTML messages (Newsletters)?
You can send newsletters from the admin area, under the "Tools" => "Newsletter Manager".
This works with Product Notifications, since they're generated with the Newsletter Manager screen, too.

You can also use "Tools" => "Send Email", or in your Admin "Customers" => "Customers" screen, click "email".

Same for your Coupons, Gift Certificate Mail, and Gift Certificate Queue.

What if I have my own HTML code to paste into an email? (rather than using the editor)
You can optionally toggle the HTML editor's "source" option on (check the box, or click the symbol), and just paste raw HTML into the editor directly, if you wish.

Further, if you leave the editor disabled, but enable sending HTML messages, you can simply paste the raw HTML in the rich text field directly.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I set up my Paypal account to work with my E-commerce?

You MUST follow these steps in order for your E-Commerce to accept paypal correctly.

  1. Log into your paypal account
  2. Select "Profile"
  3. On the far right side you will see an options for Instant Payment Notification (IPN)
  4. Click on this
  5. Select edit
  6. Turn this option on
  7. Insert your domain name with the catalog folder (example:
  8. http://yourdomainname.com/catalog/index.php?main_page=checkout_process)
  9. Update and your done

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I setup Group Pricing?

  1. Login in to your shopping cart admin
  2. Roll your mouse over modules
  3. Select order total
  4. Select Group Discount
  5. Select install
  6. Select edit if you need to
  7. Now roll your mouse over Customers
  8. Select Group Pricing
  9. Select insert to make a new group pricing
  10. Enter your Group Name
  11. Enter your Percentage Discount
  12. Click save
  13. You will need to select which Customers get what Group Discount.
  14. Roll your mouse over Customers
  15. Select Customers
  16. Choose the Customer you want to have the Group Discount
  17. Scroll down until you see Options and then select the discount that you would like this customer to have.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I setup my Shipping Module?

  1. Login in to your shopping cart admin
  2. Roll your mouse over modules
  3. Select Shipping (From there you will see all the different ways you can set your shipping up.)

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I edit the Product Price Manager for adding Tax Class?

  1. Login to your shopping cart admin
  2. Scroll over catalog Select Product Price Manager
  3. Select Category with Product
  4. Click edit button
  5. Select Tax Class
  6. Click update
  7. Click on the next button and repeat steps 1-7

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com


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How do I do a database backup on my site?

  1. Log into the admin portion of your site
  2. Scroll over tools
  3. Select Database backup from the dropdown menu
  4. Click on backup
  5. Select no compression
  6. Click backup
  7. This step may take a few minutes
  8. You will see a fresh backup in the list with the current date

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I add Attributes to my Products?

There are 2 parts to attributes:
• Option Name (size, color, ect)
• Option Value (small, medium, large & pink, blue ect.)


1.) Defining Option Names:
Admin -> Catalog -> Option Name Manager

2.)Type Option Name - Example: “Size” or “Color”

3.) Order (This is the sort order the Option Names will be displayed on the screen.)
Example – Size - 1 Color - 2

4.) Select an Option Type: The way it will be displayed on your Shopping Cart.
• Dropdown (note when only 1 option value this will automatically be switched to a Radio Button and later when more than one value it will automatically switch to the dropdown)
• Radio Button
• Checkbox
• TEXT (this does not get an Option Value)
• FILE (This does not get an Option Value)
• READONLY (this is for display purposes only and is not part of a calculation nor does it appear on the order. It is more or less an informational attribute that can be used with 1 to many products and then changed once to change on all products.)
5.) (Insert)
Repeat to Build All Categories Options.

1.) Defining Option Values
Catalog ... Option Value Manager

2.) Pick the Option Name you already created from the drop down box
3.) Give a Name like red, blue green
4.) Sort Order … 1 or 2 or 3…ect
5.) (insert) and Repeat


Adding Attributes to the Products

So now to add them to the products. This is done via the Attributes Controller

1.) Catalog….Attributes Controller

2.) Select a Product to add Attributes to
You can look up a product in a couple ways ...

- Either pick a Category or a Product
- When you pick a category, the ones with a * have products in them and this will display the first product Previous/Next
- When you pick a product, click display ... this sets the category to this product's master category id ... so you can now use the Previous/Next if you like.

3.) Add the Attribute Option Name+Value Pairs
Once the Product is displayed that you want to add attributes to ... go to the
• Add Attributes box
- The Product Name should already be selected.

4.) Now select the Option Name (Color)

5.) Next select a matching Option Value, notice they say what kind of Option Type you have selected. i.e.: Blue [COLOR]
You will notice the Option Values say their names and next to them the Option Name that they match to.

6.) Depending on what you want to do with attributes there are several methods to price, add weight, sort order, and mark the type of attribute this is.

Price can be entered with a prefix of + or - or blank.

+ and blank will add the attribute price
- will subtract the attribute price. So if a Large Cost more put +2.00 in the price box

7.) Be sure to click Add to add the newly-defined Attribute.
You can always edit or delete them after adding.
8.) You repeat these steps for each color or size available for that product.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I set up Gift Certificates?

To sell Gift Certificates in your store, you need to create them as specific products (according to special requirements, outlined below):

1. In the Admin, make a new category called Gift Certificates. Add a product to the category called Gift Certificates.
2. On the Product Information Page fill in the blanks as follows:

  • Products Status: In Stock
  • Date Available: leave blank
  • Products Manufacturer: leave blank
  • Products Name: Gift Certificate
  • Product is Free: No
  • Product is Call for Price: No
  • Product Priced by Attributes: Yes No
    This is up to you, if you choose to price by attributes you only need a single 'product'.
  • Tax Class: choose appropriate
  • Products Price (Net): Your price or zero if pricing by attributes.
  • Products Price (Gross): figured automatically
  • Virtual Products do not have a shipping charge and do not require a shipping address such a Services, Gift Certificates, etc. Always Free Shipping does not have a shipping charge, but do require a shipping address Downloads are assumed to be Virtual Products - Neither option needs to be marked
  • Product is Virtual: Yes, Skip Shipping
  • Always Free Shipping: No.
  • Products Quantity Box Shows: Yes, Show
  • Product Qty Minimum: leave blank
  • Product Qty Maximum: 0 = Unlimited, 1 = No Qty Boxes or Max ##
  • Product Qty Units: leave blank
  • Product Qty Min/Unit Mix: leave blank
  • Products Description: Your description.
  • Products Quantity: leave blank or put in a large number to track number sold.
    If you are finding that you cannot add a Gift Certificate to your cart while shopping, try adding a quantity here!
  • Products Model: GIFT-xxxxx
  • The model MUST begin with GIFT
  • Products Image: Upload an image
  • Upload to directory: choose directory
  • Products URL: leave blank
  • Products Weight: leave blank

3. Click Preview and then Save it.
4. Now go to Modules->Order Total and click Install to install and/or Edit to configure the ot_gv Gift Certificate module.

HOW DOES IT WORK THEN ?
After the Administrator has approved the Gift Certificate (There's a "release" button in admin area if someone buys one), THEN the Gift Certificate funds are made available to the customer.

The customer can then USE those funds for themselves, OR they can email them to friend(s) via the links provided automatically in the store (esp shopping cart sidebox). They can email as much as they want, to various people, up to the amount they've purchased.

How do I sell Gift Certificates?
1. Create Gift Certificate products as described above
2. Enable the Gift Certificate order-total module, as described above
3. Draw attention to gift certificates on your store, perhaps by creating a home-page graphic with a link to your gift-certificates category. Sometimes people will create a new sidebox just for drawing attention to this sort of thing.
4. When Gift Certificates are purchased, be sure to log into your Admin area and release them if you've configured it to queue them rather than auto-release them.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I Disable the Birthday Module for Your Customers?

1.) Place your Mouse over Configurations
2.) Click on Customer Details (5th one down)
3.) Click on Date of Birth
4.) Verify that the blue triangle is pointed to the right
5.) Click False and Hit Update.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I set up table rate shipping module?

1.) Place your Mouse over Modules
2.) Click Shipping
3.) Click Table Rate and Install
4.) Click Edit
5.) Here's where it can get tricky - the formula is (Price or Weight of item) : (Price to ship)
6.) So if anything under $25.00 is $5.00 to ship it would look like 25:5.00, and the next one.
There is an example above the box.
7.) Select By weight or price.
8.) Update

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

How do I put items on sale on my ecommerce site?

After logging into your admin area of your site please follow the instructions below to post items on sale.
1. Roll your mouse over Catalog on the menu and select Specials.
2. Next click on the button new product
3. Now select the item that you would like on sale.
4. Type in the sales price
5. Select Available date
6. Select Expiry date
7. Now click insert.


After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

What exactly does the counter history tell us?

Those counters show "unique hits" and "hits".
The number of "sessions" is the number of unique "sessions" started on your site. A session is typically started when a browser comes to your site.

The "total" is the number of pages browsed, regardless of the number of sessions started.

So, three separate visitors would normally start 3 separate sessions.
If one of those visitors clicks on 4 pages, and another on 7 pages, and another on 2 pages, then the "total" would show 4+7+2 = 13.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I add downloads to products? make products downloadable?

Downloads are handled as product attributes.
So, FIRST you should familiarize yourself with: setting up attributes.

To add a Download Attribute to a product

  1. Go to Option Names ... and create an Option Name that is either Radiobutton or Dropdown ...
    Call it something like: Download
  2. Go to Option Values Manager and add what you want to call it ...
    example: Zip File
    If you have multiple choices you could have these as the Option Names you create:
    - MS Word Zip
    - Note Pad Zip
    - etc.
  3. Go to Attributes Controller and find the Product ...
    Add the Attribute as:

    Option Name: Download
    Option Value: MS Word Zip
    Sort Order: 10
    Filename: (enter name of file you uploaded to the /download folder)

    Option Name: Download
    Option Value: Note Pad Zip
    Sort Order: 20
    Filename: (enter name of file you uploaded to the /download folder)


Now when shopping, the customer can choose the format. Depending on your downloads you will want to adjust how you configure things.

If using Radio buttons and have multiple selections, be sure to set one as a default.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I setup my store to show prices only if the customer is logged in?

Admin > Configuration > Customer Details > Customer Shop Status - View Shop and Prices - set to 2.

(Customer must be approved to shop
0= Not required
1= Must login to browse
2= May browse but no prices unless logged in
3= Showroom Only)

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I remove the New Products for "Current Month"

Admin = > Configuration = > Index Listing => Show New Products -below Product Listing

You will need to set this to 0

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I remove the date that the product was added?

Go to your Admin => Catalog => Product type => Product General => Edit Layout => Show Date Added set this to 0

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I edit the main page and the other pages in my catalog?

  1. After logging into your admin area put your mouse over Tools and then select Define pages editor
  2. Now select from the drop down to the right HTML area
  3. Then from the left select the page that you want to edit.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I disable the category/inventory counts (the numbers beside the category links)?

Open your Admin. Put your cursor over the Configuration in the top menu, choose My Store. Locate the "Show CategoryCounts" option. Turn it off.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I remove the arrows on the categories?

Admin => Configuration => Layout Settings => Categories Separator between the Category Name and Count (Click on the then select edit and remove what is in the box and then click update)

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How to send emails to your Customers via your website?

You will need to login to your admin area. Once in there go to =>Tools => Send Emails

Once you are here you just need to select the customers that you want to send it to. Make sure to add a subject. For more advance tools select HTMLarea from the Text Editor drop down. When you are done typing your email up just click on the Preview Button. This will take you to another screen to preview it. If everything looks good click on the Send Mail button.

Just a little side note. If you are typing a large email up you may want to type it up in a word document first and then copy and paste it in to here. The reason I say this is because the site will time out after a period of time and you may lose your email.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I update customer’s information?

  1. Login to your admin area and put your mouse over customers.
  2. Click on the first option Customers.
  3. Now do a search for that customer by using the search box at the top right. (You can use there full name or email address)
  4. Once you find the customer click on the edit button at the top right
  5. Change any information that you need to.
  6. Now click the update button at the bottom and that is it.

After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How to limit the countries you want to sale your products to?

  1. Admin->localization->countries..
  2. Delete the ones you don’t want.


After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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How do I update an order?

  1. Go to your admin area
  2. Click on any customer under New orders.
  3. On the Orders page click on the Customer name.
  4. Scroll to the bottom of the page an under Statues make your selection and then click update.


After trying this and you find that it has not helped please feel free to email us for help. support@cwdesigning.com

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