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is a moving target, and is constantly being upgraded and consequently rendering some of the following documentation outdated.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			5.1.4 - All - NO LONGER APPLICABLE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



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The Interchange Store Administrator User Manual

7.

Content –

Design