Your Admin Area is where you manage your online store. The navigation bar along the top of the page has links to every section of your Admin Area, such as orders, customers, inventory, etc.

Dashboard

  • Dashboard: You'll arrive at this page by default when you login to your Admin Area. Here, you'll find customizable charts showing your top selling products, recent orders, and sales trends. To access it at any time while in the Admin Area, click the Volusion logo on the left side of the toolbar:

    You can also get there by clicking Dashboard in the top navigation menu.

Orders

  • Process Orders: This is where you manage all of your orders. You can capture payment and edit orders, print labels, as well as batch processing. Orders

  • Phone Orders: The phone order screen allows you to take orders over the phone. This screen is configured to be both the shopping cart and the checkout page, to make collecting order and billing information easy.

  • Recurring Billing: Manage your recurring billing orders here. Process all due recurring charges in batch processes. Recurring Billing

  • Returns/RMAs: Manage all returns and RMAs here. Returns and RMAs

  • Point of Sale: If you have a UPC scanner and a card scanner you can create orders here. Only use this if you have these scanners - otherwise use the Phone Orders page.

  • Abandoned/Live Carts: View real time information about live and abandoned carts here. Abandoned / Live Carts

Customers

  • CRM System: This Customer Relationship Management system can be configured to connect with your store email addresses to allow customers to submit tickets for assistance. It can be configured to have multiple departments, private ticket notes and multiple users / responders.

  • Accounts: Manage your customer information and account settings from this page.

  • Customer Reviews: Manage customer reviews on products and set up review filters here. 

  • Administrators: View and manage customer accounts with administrator access here. 

  • Admin History: This page allows you to view all account that have logged into your store, in addition to what pages of your administration area were accessed by administrators. 

  • Knowledge Base: Create articles to answer common customer questions.

Inventory

  • Categories: Manage all of your categories, subcategories and their settings on this page.

  • Products: Manage all of your Products and their settings on this page.

  • Options: Manage your product options and option categories here.

  • Import / Export: Import and export your store data using CSV spreadsheets.

  • Volusion API: The Volusion API is a powerful feature that allows merchants on Business, and Prime monthly hosting plans to connect with third-party applications and share information on orders, products, and more.

  • Vendors: Create and manage your vendor information here. 

  • Purchase Orders: Create, edit, and manage your POs on this page. 

  • Receiving: Inventory system used for adding incoming merchandise using the keyboard or scanner. 

  • Product Key Distribution: This page is used to manage product keys for software products. 

  • Warehouses: Create warehouses here, used for drop shipping and shipping charge calculation. 

Marketing

  • Social Media Center: Connect your store directly to Twitter and Facebook to post about and promote your store's products and categories. 

  • Google Customer Reviews: Google Customer Reviews is a free tool that helps you collect feedback from your shoppers. The ratings that your customers provide will feed into your seller rating, which appears on Search Ads, in Google Shopping, and on an optional badge that you can display on your website.

  • Facebook Store: Set up and manage your Facebook store. 

  • Sell on Google: Learn how our Services team can help you harness the power Google ad services.

  • Sell on eBay: Integrate your Volusion store with your eBay seller account. 

  • Deal of the Day: Schedule and promote daily deals to bring shoppers to your storefront. 

  • Coupons/Discounts: Create and manage your stores coupons and discounts. 

  • Nav Menu Promotions: Manage promotions found in your left navigation menu. Special Sales, SSL badges, and Credit Card logos are here.

  • MyRewards: Configure and manage your customer reward system. 

  • Newsletters: Create newsletter emails to send to your customers on your mailing list.

  • Gift Certificates: Manage your gift certificates here. 

  • SEO: Control your SEO settings and add global meta tags on this page. 

  • Affiliates: Manage your affiliates and their settings here. 

  • In-Stock Requests: List your customers' in-stock requests. 

Design

  • Theme: Choose a free or premium paid template from the Volusion template library. 

  • Logos: Upload logos for your website title and invoices. 

  • Mobile: Enable an optimized browsing and checkout experience for shoppers using mobile devices. 

  • Site Content: Home of all the articles on your site. Create and manage your articles. 

  • Navigation Menu: Control the look of the navigation menus on your storefront. 

  • File Editor: Use a text editor to modify your template's HTML and CSS. You can also edit certain automatically generated email templates here. 

  • Product Display Settings: Configure the comparison and search pages, as well as special product sections on your homepage.

  • Homepage Slideshow: Upload images and configure settings for a slideshow on your homepage. 

Reports

  • Reporting: Generate reports about orders, store profits and much more.

  • ROI Tracking: Create tracking URLs for campaigns, and maintain lists of referrers. Also the same area you can use to track affiliate traffic to your site. 

  • Affiliate Stats: Info about affiliate sales and commissions.

  • Search Terms: List of common search terms customers use when searching on your site. 

Settings

  • Company: Set up your company information here. 

  • Shipping: Setup and test your shipping methods. Set what methods are available to what countries. Register and configure your live rate calculations. 

  • Tax: Configure your tax rates here. Apply tax rates to certain states and countries. 

  • Payment: Control what payment methods are available to your customers. Input payment gateway information, set up PayPal and other payment methods. 

  • Currency: Create profiles for each type of currency you would like your customers to shop with.

  • IP Firewall: Restrict IP access to your site for both the storefront and back end administration pages.

  • Config Variables: Configuration settings for your checkout, email, and general store settings. 

  • Custom Fields: Setup custom fields. Use text boxes and drop downs to display/gather information for your Customers table or for individual orders. 

  • Maintenance: Close your store, set up 301 redirects, remove old orders and increment order IDs.

The Volusion Toolbar

The Volusion Toolbar is always accessible when 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.

Storefront

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.

Once you're on the storefront, you can click the blue arrow tab on the right side of the browser window to expose the Storefront Editor:

Storefront Editing Tools

If the page you're viewing contains editable articles, the Storefront Editor toolbar will contain a scrolling section with customizable content blocks. Otherwise, you'll see a message stating, "Content builder has been disabled on this page". Check out our Content Builder article for more information.

To quickly return to the Dashboard page of your Admin Area, click the blue Volusion icon:

You'll also see a three-dot action button that exposes additional tools in the toolbar. From here, you can return to specific pages in your Admin Area, access your MyVolusion account, view your customer support pin, or log out of your administrator account.

Edit Functions

You can enable or disable certain storefront field editing functions 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.

Admin Area Tools

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 Message Us to ask a question, or use the Schedule a Call feature to make an appointment with our Support team.

Account Information

Hover over your administrator initials to see the following:

  • Your Customer Support Pin, which you'll need if you call our Support team for help

  • A link to the Messages sent to your store by Volusion

  • A link to My Volusion, where you can manage all aspects of your business relationship with us

  • A Log Out link, so you can exit your account as needed

Publish

The Publish button will appear to the right of the navigation menu 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).

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

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.

Add

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!)

Settings

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.

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.

Save Options

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.


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