25/04/2015
Hesa World Agency is an online marketplace where local buyers can shop at local stores and get same day delivery.
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Vendors Guide.
Table of contents:
1General overview of the vendor’s admin space, navigation menu and links
2. Profile management
2.1. Modifying the profile information
2.2. Changing your password and log in report
3. Products management
3.1. Product categories
3.2. Products management
3.3. Product options
3.4. Making a product featured
3.5. Shipping zones and shipping costs
3.6. Taxes
3.7. Product reviews
4. Orders management
4.1. Orders approval
4.2. Customer loyalty program
5. Store settings
5.1. Payment settings
5.2. Invoices settings
5.3. Website style
5.4. Products, menu and search settings
6. Website structure and content management
6.1. Managing the structure and content of the pages of your website
6.2. Changing the style of your website main navigation menu
6.3. Adding news on your website
7. Templates
7.1. Selecting a different predefined template for your store
7.2. Editing the HTML code of your template
7.3. Product categories menu template
8. Tools and statistics
8.1. Adding new forms
8.2. Publishing the forms on a page
8.3. Website statistics and referrals
1. General overview of the vendors (store owners) admin space, navigation menu and links
The pages and functionality in the vendor’s admin space allow you to manage your website / store, edit its pages, add products, change the settings, manage your profile etc.
The functionality is divided in groups and pages. To navigate to the different pages, you can use the main navigation menu to the left or use the quick page links on the home page.
Pointing the mouse over a main page in the navigation menu will show its sub pages.
The main pages in the admin panel are:
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Home (quick links to the other pages, dashboard, functionality to change the store package and the password)
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Products (categories and products management, shipping zones and taxes, product reviews)
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Orders (orders management and approval, customer loyalty program, statistics)
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Settings (payment, orders, invoices and other settings)
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Website (management of the pages of the website / store – adding new pages or removing the existing ones, modify the content of the pages, add news on the website)
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Templates (select a different template for the store, modify the current template)
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Tools (create new custom forms, see posted data on the forms, image manager)
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Statistics (general statistics for the website visits, submit pages to Google)
When you log in, on the home page you can find a dashboard having the most frequently used links (like the ones to manage the store structure and template), functionality for adding new products and others.
At the top left corner of the dashboard in the “Right Now” section, you can see quick statistics information for the new orders, current number of products, pages and news with links to edit them.
Under the “Right Now” section, a list with the recently added products (with their picture and name) shows up – when clicking on the product picture, you are redirected to the product modify page on which you could make changes in the selected product. The dashboard has also links to modify the current template and pages.
At the right column at the top, there is a form for adding new products – select the product category, click Continue and you'll be redirected to the page for entering the product information. The last section of the dashboard is the “Recent Reviews” section at the bottom right corner, which shows the recently posted reviews for your products.
You can switch the content of the home page between “DASHBOARD” and “QUICK PAGE LINKS” by clicking on the link at the top right corner. The Dashboard has the sections described above, while the Quick page links has links to the main pages of the admin panel grouped in categories.
At the top of the vendor’s admin panel, you may find also the following links:
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Home (allows to navigate to the home page of the vendors admin panel)
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My Store (clicking on this link will open your store)
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Main Website (this link leads to the home page of the main mall website)
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Log out (allows you to log out and quit the vendors admin panel)
2. Profile management
2.1. Modifying the profile information
From the Home->Profile page, you can modify your profile information – edit the information you entered during the registration, choose the currency displayed on your store, upload your store logo and others.
The fields on this page are:
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Member name (this is your store / user name, which can be modified only by the administrator).
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Phone (your phone number)
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Email address (your registered email address)
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First Name (first name of the store owner / person responsible for the store)
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Last Name (last name of the store owner / person responsible for the store)
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Company (the company name is displayed at the top of your store - if you have uploaded a logo, it will replace the company name at the top)
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Country and Address (your country and address)
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Notification email (this is the email address to which the email notifications like the ones for new orders will be sent, by default this email is the same as the email provided during the registration)
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Currency (the currency displayed on the store, the list of supported currencies can be set by the administrator)
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Logo (the logo, which will be displayed on your store)
2.2. Changing your password and log in report
You may change your password at any time from the Home->Change password page. To change the password, you need to enter your current password and enter and confirm the new one. When the new password is changed successfully, you'll be asked to log in again using your new password.
3. Products management
The Products management functionality in your admin panel allows you create categories, add products in them, set selected products as featured, create shipping zones and costs associated with them, define taxes and manage the product reviews submitted by the customers.
Clicking on Products and Categories will take you to the page that allows you to add new categories, or edit or delete the products you already have.
Clicking on Products and products will take you to the page that will allow you to add new products or edit the ones you already have.
Clicking on Products and Shipping zones takes you to a page that allows you to create pre determined shipping zones so that when a customer enters there address it will automatically add shipping cost for the address they entered.
Clicking on Products and Shipping Costs will take you to the page where you enter the cost for shipping to the zones you created in the previous step.
3.1. Product categories
To add a new category, you need to enter its name and select the type of category – Main Category or a sub category of an existing category. The sub categories appear as sub menus on your store when pointing the mouse over the main category.
The list of categories on your store appear as a tree on the Categories page showing their structure (the sub categories of a main category show with an indent). For every category in the list there are 4 icons allowing to:
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Modify the category (its name and description)
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Deactivate the category (the categories which aren't active, don't show up on your store)
–Delete the category (which will remove the category and all products in it)
-Edit the products in this category
At the bottom of this page, you may find also a menu allowing you to modify the hierarchy of the categories, for example make a sub category a main category etc.
3.2. Products management
The Products page in the admin panel shows a list of all the categories and their products. If you click on the name of a category on this page, this will show the form for adding new products in this category and also a list of the current products in this
category. If you click on the name of a product, this will load the page for modifying the product information.
At the top right corner of this page, you may also find a link allowing you to import or export the products in .CSV files.
When you click on the name of a category, you'll see the list of products in this category and also the form for adding new products in the category with the following fields:
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Name (name of the product)
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Global category (these are the main mall categories defined by the administrator, which allow the visitors of the main website to browse all the products on the mall)
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Short description (the short product description shown in the middle result)
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Long description (the long description shown on the product details page)
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Image (the main image the product and you also have the possibility to select the number of additional images and upload them – the maximum number of images per product is set by the administrator)
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Price (the price in the currency you selected for your store)
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Manufacturer (the manufacturer of the product, if you would like it to be displayed on the product details page)
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Weight (the weight of the product, which is used if you have defined shipping zones and shipping costs, in order to calculate the shipping cost)
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Maximum items (if “stock management” is enabled, this field changes to Available items, so you could enter in it the number of items you have for this product; by default in it, you can enter the maximum number of items that can be purchased for this product)
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Handling fee (if you enter a handling fee, it will be added the order total if this product is purchased)
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Rank (the products with higher integer rank show up at the first position in the search results on your store, so you may use this field to sort the products on your store)
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Points (if you use the customer loyalty program for your customers, in this field you can enter the number of points your customers will earn when purchasing this product)
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Price in Points (the number of points for which this product can be purchased if the customer loyalty program is enabled)
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Active (if set to NO, the product will not show up on your store, you can include it later by setting Active to YES)
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Download link (if you enter a value in this field, the product will be considered as digital good – for digital goods on successful payment with Paypal, the system sends an email to the customer with the download link in order that they can download the product)
3.3. Product options
The Product Options feature allows you to create different options for the products you sell. For example if you create a new product “Shirt” with the Product Options you can create different options and pricing for this product, for
example:
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Size S, $14.90
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Size M, $16.90
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Size L and XL, $19.90 etc.
The different product options show up after in a drop down menu on the product details page with which the customer can choose the option for the product he prefers to order.
3.4. Making a product featured
The featured products show up on the home page of your store. To make a product featured, you need to go to the Products Featured Products page in the admin panel and there click on the name of the product you would like to make featured. The name of the product will become then colored in red (this is showing that the product is currently marked as featured).
To cancel a product being featured, you could just click again on its name – the product name will become written again with normal font and the product won't be featured anymore.
3.5. Shipping zones and shipping costs
The Shipping Zones and Shipping Costs features and pages in the admin space allow you to define your own shipping zones and shipping costs associated with them. To create a new shipping zone, you can select between one or many different states or countries. The shipping cost will apply only if the customer address is in the same shipping zone (by default you can create as many different shipping zones you prefer).
When you have created the shipping zones you wish, you can add then the shipping costs associated with them.For one shipping zone you can create as many shipping costs you prefer, for example:
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Zone: Nairobi, Weight: 5 pounds (or kg, the unit needs to be the same as the one you used when entering the products data), Cost $2 (Ksh 200)
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Zone: Nairobi, Weight: 20 pounds, Cost $5 (Ksh 500)
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Zone: Nairobi, Weight; 50 pounds, Cost $15 (Ksh 1500)
This will mean that if a customer in Nairobi places an order with a total product weight
