3. 3
About This User’s Guide
How to Use This User’s Guide
This user’s guide describes Interspire Shopping Cart’s Graphical User Interface (GUI). It
shows you how to use each screen in the GUI.
• Use the Introduction to get a basic overview of Interspire Shopping Cart. See page 31.
• Use the Getting Started chapter to start setting up and using your store right away. See
page 37.
• Use the Table of Contents (page 5), List of Figures (page 15) and List of Tables (page 25)
to find information about a particular screen in the GUI.
• Use the Index to find information on a specific keyword. See page 395.
• Use the Troubleshooting chapter to diagnose and solve specific problems. See page 391.
• Use the rest of the user’s guide to see in‐depth descriptions of Interspire Shopping Cart’s
features.
Customer Support
If you have a problem with Interspire Shopping Cart that is not covered in this user’s guide
or the online knowledge base (click the Help link in the toolbar), please log into Interspire’s
client area (using the login details given to you by Interspire) and submit a support ticket:
https://www.interspire.com/clientarea/
Figure 1 Interspire Client Area Login
4. 4 ABOUT THIS USER’S GUIDE
Written by Rick Carlile.
Copyright 2008 Interspire Pty. Ltd. (ACN 107 422 631); www.interspire.com.
All rights reserved. All trademarks and registered trademarks used are the properties of
their respective owners.
DISCLAIMER: The information in this user’s guide is accurate at the time of writing. This
user’s guide is provided “as is” without express or implied warranty of any kind. Neither
Interspire Pty. Ltd. nor its agents assume any liability for inaccuracies in this user’s guide, or
losses incurred by use or misuse of the information in this user’s guide.
5. 5
Table of Contents
About This User’s Guide.................................................................... 3
How to Use This User’s Guide ............................................................................ 3
Customer Support ............................................................................................. 3
Table of Contents............................................................................. 5
List of Figures ................................................................................ 15
List of Tables ................................................................................. 25
I: Introduction......................................................... 29
Introduction .................................................................................. 31
Welcome to Interspire Shopping Cart .............................................................. 31
Interspire Shopping Cart Overview .................................................................. 31
Customers ............................................................................................................33
Customer Groups ............................................................................................33
Orders ...................................................................................................................33
Shipments and Returns ...................................................................................33
Products ...............................................................................................................34
Brands ............................................................................................................34
Categories ......................................................................................................34
Variations .......................................................................................................34
Product Reviews .............................................................................................34
Inventory Tracking ..........................................................................................34
Your Store’s Website ............................................................................................35
Store Design ...................................................................................................35
Web Pages ......................................................................................................35
News Items, etc. .............................................................................................35
Promotions .....................................................................................................35
Store Settings .......................................................................................................35
Payment Methods ..........................................................................................36
Backups ................................................................................................................36
Getting Started...............................................................................37
6. 6 TABLE OF CONTENTS
Logging In to Interspire Shopping Cart .............................................39
The Interspire Shopping Cart Interface .............................................41
The Interspire Shopping Cart Interface at a Glance ......................................... 41
Tooltips ................................................................................................................ 41
Sorting Lists .........................................................................................................42
Navigating Lists ....................................................................................................42
Required Fields .....................................................................................................42
Confirmation Notices ........................................................................................... 43
The Toolbar .................................................................................................... 43
The Navigation Bar ......................................................................................... 44
The Home Screen ...........................................................................47
Using the Home Screen ...................................................................................47
Using Views................................................................................... 49
Creating a New View ....................................................................................... 49
II: Designing Your Store .......................................... 51
Store Design...................................................................................53
Store Design Overview ....................................................................................53
Selecting a Store Design ..................................................................................53
Editing a Store Design .................................................................................... 55
Ordering a Custom Store Design ..................................................................... 56
Downloading New Store Designs .....................................................................57
Configuring Your Logo .....................................................................................57
Downloading New Logos ................................................................................ 59
Activating or Deactivating Design Mode ......................................................... 60
Designing Emails ............................................................................................ 60
Using Design Mode .........................................................................63
Identifying a Page Element ............................................................................. 64
Saving Changes and Exiting Design Mode ....................................................... 65
Editing Your Store’s Layout ............................................................................ 65
Editing Your Store’s Text ................................................................................ 66
7. TABLE OF CONTENTS 7
Editing Your Store’s HTML .............................................................................. 67
Using the Store Editor .................................................................... 69
Store Editor Overview .....................................................................................69
Tools ............................................................................................................... 70
Supporting Files .............................................................................................. 70
Template Files ................................................................................................. 71
Code ............................................................................................................... 71
The HTML Editor.............................................................................73
Using the HTML Editor .................................................................................... 73
HTML Editor Overview .......................................................................................... 73
Using Design Tools ...............................................................................................74
Adding a Link to Your Store ............................................................................78
Creating and Editing Hyperlinks ..................................................................... 82
Uploading Files to the Interspire Shopping Cart Server .................................. 84
Creating and Editing Email Links ....................................................................85
Inserting and Editing Images .......................................................................... 86
Inserting and Editing Flash Animations .......................................................... 90
Inserting and Editing Other Media ................................................................. 94
Creating and Editing Tables ........................................................................... 96
Inserting and Editing Forms ..........................................................................100
Using the Editing Window ................................................................................... 107
Composing and Editing Text ......................................................................... 107
Manipulating Images, Flash and Other Media ............................................... 107
Manipulating Tables .....................................................................................109
Composing and Editing HTML ...................................................................... 110
Previewing Your HTML Document ................................................................ 110
Using Tabs .......................................................................................................... 111
Simple and Complete Modes ........................................................................ 111
III: Managing Your Store........................................ 113
Creating and Managing User Accounts............................................115
User Account Overview ................................................................................. 115
User Privileges .................................................................................................... 115
Managing User Accounts ............................................................................... 115
Creating and Editing User Accounts .................................................................... 115
Configuring User Account Settings ..................................................................... 116
8. 8 TABLE OF CONTENTS
Deleting User Accounts ...................................................................................... 121
Orders.......................................................................................... 123
Orders Overview ............................................................................................123
Shipments .......................................................................................................... 124
Tracking Numbers .............................................................................................. 124
Viewing and Managing Orders .......................................................................125
Viewing and Sending Order Messages ................................................................ 129
Sending a Message ....................................................................................... 130
Printing Invoices ..................................................................................................131
Printing Packing Slips ..........................................................................................131
Viewing Notes .................................................................................................... 132
Creating a Shipment ............................................................................................133
Exporting Orders ................................................................................................ 134
Adding and Editing Orders .............................................................................135
Adding an Order From a New Customer ............................................................. 135
Adding an Order From an Existing Customer ...................................................... 142
Adding an Order From an Anonymous Customer ............................................... 143
Searching Orders ...........................................................................................145
Quick Order Search ............................................................................................ 145
Advanced Order Search ...................................................................................... 145
Viewing Shipments ........................................................................................147
Searching Shipments .......................................................................................... 148
Quick Shipment Search ................................................................................ 149
Advanced Shipment Search ......................................................................... 149
Exporting Shipments .......................................................................................... 151
Viewing and Managing Return Requests ........................................................152
Searching Return Requests ................................................................................. 153
Quick Return Request Search ....................................................................... 154
Advanced Return Request Search ................................................................. 154
Importing Tracking Numbers .........................................................................155
Customers.................................................................................... 161
Customers Overview ......................................................................................161
Customer Groups ............................................................................................... 162
Viewing and Managing Customers .................................................................163
Exporting Customers’ Details ............................................................................. 166
Viewing Notes .................................................................................................... 167
Adding and Editing Customers ...................................................................... 168
Customer Details ................................................................................................ 168
Customer Address Book ..................................................................................... 169
Adding an Address ....................................................................................... 170
29. 29
I
INTRODUCTION
This section contains the following chapters:
Introduction (31)
Getting Started (37)
Logging In to Interspire Shopping Cart (39)
The Interspire Shopping Cart Interface (41)
The Home Screen (47)
Using Views (49)