Welcome! You now have a live integration between your accounting software and your new Web Ninja website. That's awesome!
This guide will take you through the features that you'll find in the left sidebar in the admin area of your website. You may notice that some items from the navigation panel are also present in the left panel for ease of navigation.
You may want to check the Online Ordering - Navigation Bar Menus Guide for further reference and a guide on the black navigation bar in the header of the admin area.
You'll find the left sidebar menus on the left side of the admin area.
1. CUSTOMERS
1.1 View Customer List - This menu item links you to a list of all the customers that currently have an account on the website. You can filter the accounts by searching for the account number, email address, name or company name using the 'Keywords' field and the 'Customer Type' drop down menu.
1.2 Add Customer - Let's you add a new customer from the admin area. This is helpful especially during the development and testing phase of the website.
2. ORDERS
2.1 View Orders - Links you to a list of all orders that have been created on your site. You can filter the list of orders using keywords, statuses, date ranges and payment methods.
3. COUPONS
3.1 Coupons - The 'Coupons' section gives you the ability to create coupons which your customers can use in the checkout process.
4. CONTENT
4.1 Email Content - Under the 'Content' menu, you'll find a link to the email templates. On this page you can click on each individual email that is sent from your site and edit the text.
5. CONFIGURATION
5.1 Store Details - In this section you can configure your shop name, country, time zone, date format, currency, ABN (if applicable), address, phone and store email addresses. There are also other features for setting the shipping methods, meta information and checkout terms. For a more detailed guide on some of these features, please see the other articles in this section or search by name in Zendesk.
You can also upload your logo to the website. Just make sure your logo is less than 500 pixels wide and in jpg or png format.
5.2 Payment Methods - Here you can setup your payment methods and configure the credit terms that can use each payment type.
Click on the payment type to reveal the settings. You'll notice that you can see all of your customers' credit terms in the 'Restrict this method to' window.
When the payment method is enabled and the 'Not Restriction' is ticked, any customer will be able to use that payment method.
To set the payment method to specific customers based on their credit terms, un-tick 'No Restriction' and tick the relevant credit terms. In the screenshot below, I've set the 'Charge to Account' payment method to customers that have a 7 day, 14 day, 15 day and 30 day account. All other customers whose credit terms do not matched those that are ticked will not be able pay for their order using the charge to account payment method.
5.3 Domestic Shipping Tables - In this section, you can setup the shipping charges using any 1 of the 18 shipping tables provided. By default, the shipping tables are set to calculate the shipping charges based on the total value of the customer's order.
To change this to charge shipping based on either the number of items in the cart, the weight of the order, a percentage or on a per item basis, navigate to Store Settings and select the 'Shipping Methods' tab.
In the Domestic Shipping Table, make sure that you'll always list down post codes that will be covered by the shipping calculation. The yellow section are the fields for the amount/weight of your purchased item/s and the blue ones should have the corresponding shipping fee.
For a video guide on this, click here to watch the video:
5.4 Taxes - This feature will let you edit the name of each of the tax code that has synced to the website. Any changes to the set-up and rate of each tax code must be done in your accounting software.
6. PRODUCTS/CATEGORIES
6.1 Products - This page displays a list of all of your products that have synced from your accounting software to the admin area. Note that a product that is displayed in this list will need at least a top level category before it displays on the site.
6.2 Categories - This page displays the category structure that your products have been categorised in. The top level categories will be left aligned and the sub categories will be indented under the top level category.
7. SYNC
7.1 Status - this feature allows you to manage the frequency of each task that runs between the website and your accounting package's database. Click on Sync and then select 'Status'.
Each task in the list has already been set at the optimal sync frequency however you can make some changes to the sync schedule by click on the button on the right and selecting 'Change Schedule'.
8. CAPTCHA
8.1 Captcha Configuration - Displays the type of captcha used on the forms on your site. This will have already been configured for you so no need to make any changes on this page.
9. ORDER TEMPLATES
9.1 Order Templates - This page displays a full list of all order templates that have been created on the site, including admin created templates and customer created templates.
10. QUOTES
10.1 Quotes - This page displays a list of all of the quotes created by customers on the site.