2. cpanel, Accounts, Contact & Web Forms Adding Categories & Products Removing Categories & Products 23

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1 Documentation For Table of Contents 1. Overview 2 2. cpanel, Accounts, Contact & Web Forms 2 3. Editing Pages 4 4. Adding Categories & Products 9 5. Editing Products Removing Categories & Products Accessing Live Chat Managing Footer Menu Items & Other Static Blocks Managing Users 28 1 P a g e

2 1. Overview The website as at the time of compiling this documentation, runs off Magento To access the back end, log on to and log in with provided login credentials. 2. cpanel, Accounts, Contact & Web Forms The cpanel account login has previously been provided. To access the cpanel (hosting account) login screen for the site, please log on to: 2 P a g e

3 Two accounts have been created for the purpose of this project; & The passwords for both have also been provided by . Information on how to create new accounts, access already existing s, change passwords and set them up in Outlook or other clients will be provided in a separate set of PDFs. Web forms There are two web forms on the website; a contact form found on the contact information page, and the feedback form, found on the Send feedback page but with an Ajax powered hovering button to display the feedback form anytime on the site. The button hovers on the bottom-left corner of the screen. As at the time of writing this documentation, both forms deliver filled out results to the account; info@ekulowineworld.com. This arrangement can of course, altered upon request later. 3 P a g e

4 3. Editing Pages When logged in with sufficient privileges on your user account (as administrator), you can find all of the site s pages under CMS>Pages 4 P a g e

5 The pages are listed here in alphabetical order. To edit a page, simply click on its title to open it up in the editing area. For example, to edit the About Us page: The buttons on the top-right corner of the editing area allow you to go back to the pages list, reset settings (you wouldn t want to use this button), delete the page (careful, as deleted pages are irretrievable), Save the Page and go back to the pages list or Save changes made and continue editing the page. The four-button menu on the left of the editing area allows you view general page information (pictured in the screenshot above), edit/update the page s content, change the design layout or insert Meta Data into the page. 5 P a g e

6 Clicking on the Content menu button opens up the page s content for editing. The editing tools closely resemble that of standard word processors and therefor need no introduction. Changes made here reflect immediately on the site after using any one of the Save Page or Save and Continue Edit buttons. If you know a bit of programming and will prefer the code view for more precision, you can switch the WYSIWYG view to code editor view by clicking the Show/Hide Editor button: 6 P a g e

7 This reveals the page content in code form: 7 P a g e

8 The Design lets you change the page layout. This has already been preset globally for the entire site and most likely will not be needed. The Meta Data section allows you enter keywords and a description for the page. Meta Data are not visible to the site visitor but are only useful for search engines, both the site s search engine and external search engines such as Google and Bing. Examples of keywords you can enter are; Ekulo wine world, authentic wines and spirits, Nigeria biggest wine supplier etc. 8 P a g e

9 4. Adding Categories & Products Although most of the Ekulo Wine World catalogue at the time of compiling this documentation has already been covered, additional categories and products may need to be included on the site. To add categories, go to Catalog > Categories: 9 P a g e

10 To add a top-level category, first click on Default Category in the menu tree on the left: 10 P a g e

11 Then click on the Add Subcategory button pictured above. This displays the settings to add a new category. 11 P a g e

12 Simply enter your category name, select Yes in the Is Active drop down and click Save Category : When you refresh the site on the front end now you should see your newly created top-level category. If you want to keep your newly created or already existing category from appearing in the menu in the front end, simply scroll down while in the editing area for the category and select No from the Include in Navigation Menu drop down: The Categories in the Menu Item can also be re-ordered by drag and drop: 12 P a g e

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14 Creating second level or third level categories (sub categories) is the same process. Simply click on the top-level category under which you want to place your new category first, then click to add a sub-category. Adding Products To add a new product go to Catalog > Manage Products: Click Add Product : The process for adding products should begin: 14 P a g e

15 Click Continue. And then fill out all the product details. 15 P a g e

16 You then need to move to the Prices section on the left and enter relevant information. 16 P a g e

17 Here there are only two required fields (marked with red asterisk *) Price and Tax Class. For the latter, select None. Then you could move to Meta Information. We already talked on this briefly earlier. The only thing worthy of note here is that it is entirely optional, although useful. You could just enter in keywords and description that could aid search engine users locate this content. You can then move to Images where you can add display images for the product. You will need at least three sizes of the same image for use here. A thumbnail with recommended size 56 pixels by 56 pixels, a small size of 190 pixels by 190 pixels and a large or base image of 1200 pixels by 1200 pixels. For illustration purposes the images for the product Canti Merlot Silica have been used. Click Browse Files to select the images from your computer. 17 P a g e

18 Now click Upload Files to add the files to the database. Finally, you can then use the radio button to assign each of the image sizes to their different shopping cart image sizes; the thumbnail image should be assigned to Thumbnail, the small image to Small Image and the large image assigned as Base Image. A few tips to help you move faster. 18 P a g e

19 The blurry one is obviously the thumbnail as it had to be stretched to fit the larger preview pane here. It could be a little tricky telling the small image from the large one here so just right-click on one to see the filename, which ideally should reflect their size in some way for the purpose of easy identification here. In this example, we ve picked out the large image as the dialog box shows: 19 P a g e

20 So we just click the radio button for Base Image here and assign Small Image to the other one. Here s what it should look like finally: 20 P a g e

21 Next, you can move to Inventory, where you need to provide information for only two required fields. You need to specify the available quantity for this product: And then scroll down a bit to indicate the product should be enabled, otherwise it will not be visible on the website. Finally you need to place your newly added product in a category or sub category. 21 P a g e

22 You simply need to check the relevant box beside the category you want. If you want to place the product in a sub category, you can use the plus (+) sign beside a category to see the sub categories. In the screenshot below, the product has been placed under the Tequila sub category. 22 P a g e

23 5. Editing Products Although this has essentially been covered above, we ll just do a jet tour through it one more time, focusing on merely updating already existing products this time. To edit an already existing product, simply go to Catalog > Manage Products and open up the desired product when you find it. Make the changes you want in the desired sections i.e. Pricing, Inventory etc. And then save your changes. Once this is done, the website should reflect the changes right away. 6. Removing Categories & Products To remove a category, go to Catalog > Manage Categories. Click on the category you want to remove. When the editing area for that category loads up, find and click the Delete Category button. When the dialog box requesting confirmation for the deletion appears, click OK. 23 P a g e

24 7. Accessing Live Chat To engage site users with the live chat module, locate and click on the Zopim Live Chat menu link as shown below: 24 P a g e

25 When logged in, you will be notified of any chat requests which you can then choose to engage in real time: 25 P a g e

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27 8. Managing Footer Menu Items & Other Static Blocks The footer menus, copyright information and sidebar content are controlled using static blocks. To find them go to CMS > Static blocks: While they are easy to understand, you can also edit them in the same way as pages, which has already been covered. As an example we ll only open up Footer, Company Block : 27 P a g e

28 9. Managing Users You can find available users of the site back end in System > Permissions > Users: 28 P a g e

29 To create a new User, you will need admin privileges. Assuming you already have this, click the Add New User button at the top-right corner: Enter in the required information: 29 P a g e

30 Then move to the User Role section on the left for the next phase. This is where you ll select the level of privileges for this new user: 30 P a g e

31 There currently only two roles to choose from; Administrator and Floor Manager. The Floor Manager role allows the user basic privileges such as adding and removing products. The Administrator role allows full access to the back end, including the site settings. For this example we ll assign our new user the Floor Manager role and click the Save User button in the top-right corner. Now the new user should be listed and able to log in to the backend using the set username and password. To remove a user, click on the name and when the editing area appears, locate and use the Delete User button at the top-right corner. 31 P a g e