Support
Consulting
Interchange
Contact us
Domain Registrations
IC Community Projects
 
Log in

 

  Perusion -- Welcome

The Interchange Store Administrator User Manual

Version 5.0 (April 10, 2003)

Mike Heins Technical Advisor
and
Greg Hanson Writer


Please note that this manual is provided "as is" with no guarantees of accuracy. As most of you know Interchange is a moving target, and is constantly being upgraded and consequently rendering some of the following documentation outdated. The authors will attempt from time to time to update portions of this manual as time permits, but please use this manual with all of this in mind. We have attempted to help fill the documentation gap for users somewhat, and we hope this will be a starting point. For additional help, please contact a qualified Interchange developer, present staff included (-: .

 

I

Introduction

 

 

 

 

1.

Login Page

 

 

 

 

2.

Common Info

 

 

2.1

Top of Page Links

 

 

 

2.11 - Go to Catalog

 

 

 

2.12 - Quicklinks

 

 

 

2.13 - Apply Changes

 

 

 

2.14 - Log out

 

 

 

2.15 - Help

 

 

 

 

 

 

2.2

Bottom of Page Items

 

 

 

2.21 - Version

 

 

 

2.22 - Username

 

 

 

2.23 - Date

 

 

 

2.24 - Store ID

 

 

 

 

 

 

2.3

Search Box(es)

 

 

 

 

3.

Index

 

 

3.1

Welcome to the Main Menu! 

 

 

 

4.

Orders

 

 

4.1

Pending orders

 

 

 

4.1.1 - View Order

 

 

 

4.1.2  - Order Status

 

 

 

4.1.3  - Edit Order

 

 

 

4.1.3a – Transaction Info

 

 

 

4.1.3b – General

 

 

 

4.1.3cd – Shipping – Billing

 

 

 

4.1.3e – Tracking info

 

 

 

4.1.4  - Repeat this Order

 

 

 

 

 

4.2

Archived Orders

 

 

 

 

 

 

4.3

Enter Order

 

 

 

 

5.

Customers

 

 

5.1

Active Customers

 

 

 

5.1.1 - View Customer

 

 

 

5.1.2 - Shipping

 

 

 

5.1.3 - Billing

 

 

 

5.1.4 - All - NO LONGER APPLICABLE

 

 

 

5.1.5 - Preferences

 

 

 

5.1.6 - Enter Order

 

 

 

 

 

 

5.2

Inactive Customers

 

 

 

 

 

 

5.3

Create New Customer

 

 

 

 

 

 

5.4

Customer Mailing

 

 

 

 

 

 

 

 

6.

Items

 

 

6.1

Item List

 

 

 

6.1.1 – Item List – Item Edit or (sku:)

 

 

 

6.1.1a – Item List – Item Edit or (sku:) – General

 

 

 

6.1.1b – Item List – Item Edit or (sku:) – Pricing

 

 

 

6.1.1c – Item List – Item Edit or (sku:) – Images

 

 

 

6.1.1d – Item List – Item Edit or (sku:) – Shipping / Tax / Other

 

 

 

 

 

 

 

6.1.2 – Item List – Create New Item

 

 

 

6.1.2a – Item List – Create New Item – General

 

 

 

6.1.2b – Item List – Create New Item – Pricing

 

 

 

6.1.2c – Item List – Create New Item – Images

 

 

 

6.1.2d – Item List – Create New Item – Shipping / Tax / Other

 

 

 

 

 

 

 

6.1.3 – Item List – Clone Item

 

 

 

 

 

 

 

6.1.4 – Item List – Pricing

 

 

 

 

 

 

 

6.1.5 – Item List – Up sell

 

 

 

 

 

 

 

6.1.6 – Item List – Cross-sell

 

 

 

 

 

 

 

6.1.7 – Item List – Promotion

 

 

 

 

 

 

 

6.1.8 – Item List – Inventory

 

 

 

 

 

 

 

6.1.9 – Item List – Options

 

 

 

6.1.9a – Item List – Options – Matrix Options

 

 

 

6.1.9b– Item List – Options – Simple Options

 

 

 

 

7.

Content

 

 

7.1

Content Edit

 

 

 

7.1.1 – Page Edit

 

 

 

7.1.1a – Content – Content Edit – Page edit – New Page

 

 

 

7.1.1b – Content – Content Edit – Page edit – New File

 

 

 

7.1.1c – Content – Content Edit – Page edit – Content Editor

 

 

 

 

 

 

 

7.1.2 – Template Edit

 

 

 

7.1.2a – Content – Content Edit – Template edit – New Template

 

 

 

7.1.2b – Content – Content Edit – Template edit – Existing Template

 

 

 

 

 

 

 

7.1.3 – Component Edit

 

 

 

7.1.3a – Content – Content Edit – Component edit – New Component

 

 

 

7.1.3b – Content – Content Edit – Component edit – Existing Component

 

 

 

 

 

 

7.2

Clone Component Sets

 

 

 

 

 

 

7.3

Surveys

 

 

 

7.3.1 – Edit Existing Survey

 

 

 

7.3.1a Content – Surveys – Edit existing survey – General

 

 

 

7.3.1b Content – Surveys – Edit existing survey – Questions

 

 

 

7.3.1c Content – Surveys – Edit existing survey – Display page

 

 

 

7.3.1d Content – Surveys – Edit existing survey – HTML classes

 

 

 

7.3.1e Content – Surveys – Edit existing survey – Survey output

 

 

 

7.3.1f Content – Surveys – Edit existing survey – Thank you

 

 

 

 

 

 

 

7.3.2 – Create New Survey

 

 

 

 

 

 

 

7.3.3 – Access Survey Results

 

 

 

 

 

 

7.4

File Transfer

 

 

 

 

8.

Design

 

 

8.1

Menu Editor

 

 

 

 

 

 

8.2

Menu Loader

 

 

 

8.2.1 – Design – Menu Loader – Group and Category Fields

 

 

 

8.2.2 – Design – Menu Loader – Combined Category Field

 

 

 

8.2.3 – Design – Menu Loader – Separate Category File

 

 

 

 

 

 

 

 

 

 

8.3

File Transfer

 

 

 

 

9.

Merchandising

 

 

9.1

Product Merchandising

 

 

9.2

Affiliates

 

 

9.3

Generate "others who"

 

 

 

 

10.

Miscellaneous Done

 

 

10.1

Misc Functions

 

 

 

10.1.1 – Misc – Misc Functions – File Management

 

 

 

10.1.1a – Misc – Misc Functions – File Management - Upload/Download Pages

 

 

 

10.1.1b– Misc – Misc Functions – File Management - Upload/Download Images

 

 

 

10.1.1c – Misc – Misc Functions – File Management - Search for sessions

 

 

 

10.1.1d– Misc – Misc Functions – File Management - General File Transfer

 

 

 

 

 

 

 

10.1.2 – Misc – Misc Functions – Backup Functions

 

 

 

10.1.2a – Misc – Misc Functions – Backup Functions - Create catalog tar file

 

 

 

 

 

 

 

10.1.3 – Misc – Misc Functions – Legacy Tools

 

 

 

10.1.3a – Misc – Misc Functions – Legacy Tools – Layout Editor

 

 

 

10.1.3b – Misc – Misc Functions – Legacy Tools – Layout Editor Auto-populate

 

 

 

 

 

 

 

10.1.4 – Misc – Misc Functions – ITL Helpers

 

 

 

10.1.4a – Misc – Misc Functions – ITL Helpers – Search Wizard

 

 

 

10.1.4b – Misc – Misc Functions – ITL Helpers – Button Builder

 

 

 

10.1.4c – Misc – Misc Functions – ITL Helpers – Test Code

 

 

 

 

 

 

 

10.1.5 – Misc – Misc Functions – Encryption

 

 

 

10.1.5a – Misc – Misc Functions – Encryption – Add GPG Key

 

 

 

10.1.5b – Misc – Misc Functions – Encryption – Encryption Preferences

 

 

 

 

 

 

 

10.1.6 – Misc – Misc Functions – Upgrade Helpers

 

 

 

10.1.6 – Misc – Misc Functions – Upgrade Helpers – Merge metadata

 

 

 

 

 

 

10.2

File Transfer

 

 

 

 

11.

Tables

 

 

11.1

Edit

 

 

 

11.1.1 – Tables - Edit – Configure Table Display

 

 

 

11.1.1a – Tables – Edit – Configure Table Display - General

 

 

 

11.1.1b – Tables – Edit – Configure Table Display – Select Page Display

 

 

 

11.1.1c – Tables – Edit – Configure Table Display – Edit Page

 

 

 

11.1.1d – Tables – Edit – Configure Table Display – Form Linking

 

 

 

11.1.1e – Tables – Edit – Configure Table Display – Included Form

 

 

 

11.1.1f – Tables – Edit – Configure Table Display – Tabbed Display

 

 

 

11.1.1g – Tables – Edit – Configure Table Display – Edit Page HTML

 

 

 

11.1.1h – Tables – Edit – Configure Table Display – Spreadsheet page

 

 

 

 

 

 

 

11.1.2 – Tables - Edit – Configure Table Display – Create New View

 

 

 

 

 

 

 

11.1.3 – Tables - Edit

 

 

 

 

 

 

 

11.1.4 - Tables – Edit - Select for Table Edit

 

 

 

11.1.4a – Tables - Edit – Select for Table Edit – General

 

 

 

11.1.4b – Tables - Edit – Select for Table Edit – Pricing

 

 

 

11.1.4c – Tables - Edit – Select for Table Edit – Images

 

 

 

11.1.4d – Tables - Edit – Select for Table Edit – Shipping / Tax / Other

 

 

 

 

 

 

11.2

Import Data

 

 

 

 

 

 

11.3

Export Data

 

 

 

11.3.1 – Export Data – Export Complete table to file

 

 

 

11.3.2 – Export Data – Download table slice

 

 

 

 

 

 

11.4

Spreadsheet

 

 

 

 

 

 

11.6

Direct SQL

 

 

 

 

 

 

11.7

New Entry

 

 

 

11.7.1 – Tables – New Entry – General

 

 

 

11.7.2 – Tables – New Entry – Pricing

 

 

 

11.7.3 – Tables – New Entry – Images

 

 

 

11.7.4 – Tables – New Entry – Shipping / Tax / Other

 

 

 

 

 

 

11.8

Re-select Table

 

 

 

 

 

 

 

 

12.

Administration

 

 

12.1

Admin – Preferences

 

 

 

12.1.1 – Admin – Preferences – Edit Preferences

 

 

 

12.1.1a – Admin –Preferences – Edit Preferences – Admin colors

 

 

 

12.1.1b – Admin –Preferences – Edit Preferences – Admin control

 

 

 

12.1.1c– Admin –Preferences – Edit Preferences – Admin layout

 

 

 

12.1.1d – Admin –Preferences – Edit Preferences – Company

 

 

 

12.1.1e – Admin –Preferences – Edit Preferences – Database

 

 

 

12.1.1f – Admin –Preferences – Edit Preferences – Directories and Paths

 

 

 

12.1.1g – Admin –Preferences – Edit Preferences – Encryption

 

 

 

12.1.1h – Admin –Preferences – Edit Preferences – Forums

 

 

 

12.1.1i – Admin –Preferences – Edit Preferences – General

 

 

 

12.1.1j – Admin –Preferences – Edit Preferences – Internationalization

 

 

 

12.1.1k – Admin –Preferences – Edit Preferences – Item Display

 

 

 

12.1.1l – Admin –Preferences – Edit Preferences – Mailings

 

 

 

12.1.1m – Admin –Preferences – Edit Preferences – Order

 

 

 

12.1.1n– Admin –Preferences – Edit Preferences – Payment

 

 

 

12.1.1o – Admin –Preferences – Edit Preferences – Shipping

 

 

 

12.1.1p – Admin –Preferences – Edit Preferences – Tax

 

 

 

12.1.1q – Admin –Preferences – Edit Preferences – Template

 

 

 

 

 

 

 

12.1.2 – Admin – Preferences – Table Editor Control

 

 

 

12.1.2a – Admin – Preferences – Table Editor Control – Turn off meta links in db edit

 

 

 

12.1.2b - Admin – Preferences – Table Editor Control – Configure defaults for table editor

 

 

 

 

 

 

 

12.1.3 – Admin – Preferences – Register

 

 

 

 

 

 

 

12.1.4 – Admin – Preferences – Personal CSS

 

 

 

 

 

 

12.2

Admin – Info

 

 

 

12.2.1 – Admin – Info – Catalog Information

 

 

 

 

 

 

 

12.2.2 – Admin – Info – Interchange Server Information

 

 

 

 

 

 

 

12.2.3 – Admin – Info – Perl Information

 

 

 

 

 

 

 

12.2.4 – Admin – Info – Database Information

 

 

 

 

 

 

12.3

Admin – Commerce

 

 

 

12.3.1 – Admin – Commerce – Tax

 

 

 

 

 

 

 

12.3.2 – Admin – Commerce – Shipping

 

 

 

 

 

 

 

12.3.3 – Admin – Commerce – Payment

 

 

 

 

 

 

 

12.3.4 – Admin – Commerce – GPG Key Add

 

 

 

 

 

 

12.4

Admin – Access

 

 

 

12.4.1 – Admin – Access – Create new user

 

 

 

 

 

 

 

12.4.2 – Admin – Access – Edit user

 

 

 

 

 

 

 

12.4.3 – Admin – Access – Show Permissions - Documentation waiting pending section rewrite.

 

 

 

12.4.3a – Admin – Access – Show Permissions – Editor Functions

 

 

 

12.4.3b – Admin – Access – Show Permissions – Other Functions

 

 

 

12.4.3c – Admin – Access – Show Permissions – Table Permissions

 

 

 

 

 

 

 

12.4.4 – Admin – Access – Change Password

 

 

 

 

 

 

 

12.4.5 – Admin – Access – Delete User

 

 

 

 

 

 

 

12.4.6 – Admin – Access – Switch to user

 

 

 

 

 

 

12.5

Admin – Test Code

 

 

 

 

 

 

12.6

Admin – Apply Changes

 

 

 

 

 

 

Previous

INDEX
A
PerusionHelp Document
Page XXX

Next

 

Copyright (C) 2002 Perusion