As an all-encompassing ecommerce platform, Volusion has all the tools you need to get your store up, running and selling. However, there are a few features you'll use more than others while managing your store. Read on to learn more!
Top Navigation Menu
For a summary, see "Meet Your Navigation Menu".
The Volusion Toolbar 🔨
The Volusion Toolbar is always visible whenever you're logged in as an administrator, whether you're viewing your Admin Area or your storefront. It contains useful information and several handy functions.
Admin / Storefront Switching
On the right side of the toolbar in the Admin Area, you'll see a View Store icon that lets you take a peek at your website as shoppers see it.
When you want to return to your Admin Area from the storefront, click the arrow icon in the upper-right corner of the page.
Additionally in your Admin Area, you'll see a the three-dot actions menu to expose additional options. This is where you can access your Dashboard, which is the command center of your store.
It's also the first page you see when you log in to your Admin Area, and provides a quick glance at your store reports. You can customize the widgets to display the basic stats you would like to see when you log in.
There are also helpful support site links, a feed of blog posts from Volusion's eCommerce blog, and a To-Do List tool for your convenience.
You can return to your Dashboard from any page in the Admin Area by clicking Dashboard in the top navigation menu.
Get Help 🚑
When you're viewing a page in the Admin Area, you can hover over Get Help in the upper right corner to find a helping hand over at our knowledge base.
You can also click Get help with this page to view a help article specific to the page you're currently viewing, whether in the Admin Area or on the storefront. These pages contain training videos, common questions and help documentation!
These "question mark" buttons are found next to most fields throughout the Admin Area. Click on one to get information about that specific field. Note that you may see field names with a dashed underline instead of a button; clicking on one of these field names also causes help information to display.
The Publish button will only appear if you have the Config Variable Enable Immediate Publish disabled (unchecked). When this variable is unchecked, changes you make in the Admin Area may not be pushed to the storefront immediately. The Publish button appears on the right side of the Admin Area navigation menu when you have pending changes. Clicking it will publish your changes to the storefront.
Visit Settings > Config Variables to find and enable immediate publishing to your storefront (this will eliminate the need for the Publish button, since all changes will go live on your storefront immediately).
Hover over your administrator initials to see the following:
- Your Store ID, which you'll need if you call our Support team for help.
- A link to My Volusion, where you can manage all aspects of your business relationship with us.
- A Log Out link, so you can bounce when needed!
Expose the Content Builder toolbar from your storefront by clicking the upper right arrow icon. From here, you can enable or disable storefront editing by clicking the Edit toggle.
Storefront editing lets you make global changes to certain aspects of your store's built-in pages by pointing to them and clicking Edit.
Table View Tools 👀
When viewing a table of records (products, categories, vendors, etc.), you'll see a variety of buttons and icons near the top of the table. You may see a different set of tools depending on which table you're viewing. Here are some you'll want to be familiar with:
Search provides a comprehensive and powerful search tool - you can search on any fields in the current table. Simply click the Search button, enter whatever information you have and click the green Search button that appears at the bottom of your browser.
When viewing a table of records (products, categories, vendors, etc.), the Add button lets you add a shiny new record.
(Note that if you click Add while viewing an individual record, you'll be asked if you want to duplicate all the fields from the current record. This will let you quickly create a set of similar records!)
The Settings drop-down menu is represented by a three-dot icon. Depending on which page you're viewing in the Admin Area, this actions menu will contain a number of options such as Customize, Bulk Updates, Export Results, Bookmark Results, and Enable Quick Edit.
Quick Edit ✏️
For some tables, the Settings menu contains an Enable Quick Edit link. Clicking this will open a new window in the bottom half of the browser and will let you, well, edit the page quickly!
Additional Controls for Products Table
When viewing Inventory > Products, you'll see two icons and a slider that determine how your products display on the page.
By default, the Grid icon is selected and products display in a grid with thumbnail images.
When viewing your products in Grid mode, you can use the sizing slider to choose whether the grid displays small, medium, or large product thumbnails.
Below each thumbnail image, you'll see clickable icons that allow you to edit, copy, delete, or view a product live on your storefront!
Clicking the List icon will cause your products to display in a table with editable columns.
Record View Tools 🖋️
When you're viewing a single table record (such as an individual product or category editing page), you'll see a variety of buttons and icons near the top of the page. Note that the available options will depend on the type of record you're viewing!
Add, Delete, Share Buttons
Click ADD to create a new record.
Click DELETE to delete the record you're currently viewing.
Click SHARE — when available — to post a product or category listing to one of your connected social media accounts.
The Save button appears in the top right section of the page when you Add or Edit a record in a table. It gives you a drop-down menu of options to decide what you want to see after clicking Save.
Save and stay on this page leaves the record open after it is saved. This is useful if you are adding a lot of records with similar details!
Save and view list redisplays the table in list format including this new record.
Save and view grid redisplays the table in grid format including this new record.
Navigation Options from Record View
When editing a record in one of your store's tables (such as Products or Categories), you'll see a row of icons in the top right section of the page:
- Previous: Display the previous record in the table.
- Back to List: Display the complete list of records.
- View Live: Display this record as it currently appears in your storefront.
- Next: Display the next record in the table.
Volusion has a plethora of handy features to help bring your store to its fullest potential. These are just some of the most common ones, but don't be afraid to do some digging: we may have some additional tools that you'll have a blast playing around with!