Help Files & FAQ's - effective: October 1, 2006

Site Administration Admin User Administration Product Administration Shopper Administration Order Administration Hotel/Room Administration Tours Administration Resellers Administration Affiliate Administration   How to? How to set-up IMS Tourdesk package How to set-up a Hotel and Room How to set-up Voyager Rental How to set up Reseller or Travel agents discounts? How to change the 'Look & Feel" by customizing template files. How to use the IMS affiliate program Training via VNC (Virtual Network Computing) How to setup permissions

IMSCart offers the ability to manage administration users by permission. This enables storekeepers to create users for whatever need (e.g. access to certain parts of the admin area, access to certain functions.)

There are four levels of permissions:

Admin

It is probably best to have just one admin account.
Change the password as soon as you can.

• Access to all parts of the admin area.
• Ability to add users and change passwords for all users.
• Ability to set/change permissions on modules and functions. (Caution!)
• Ability to add modules and functions. (Caution!)

Storeadmin

• Access to all parts of the admin area except the admin module itself.
• Ability to add users and change passwords for storeadmin,shopper and demo users.

Shopper

• Access only to the shop.
• Ability to view their orders and change personal, edit account information and add shipping addresses.

Demo

For demonstration purposes only.
For a shop in production, you should delete this user, or at least change the password.
Default user:pass - demo:demo

• Access limited parts of the admin area.
• No permissions for admin functions.

Adding Users

To create a new user: Admin users can click on the Admin button, Storeadmin users can click on the Store button at the top of the IMSCart Administration pages to display a list of users. Then click on the Add user button on the left side of the screen to display the user entry form. Complete the user entry form and click the Save button at the end of the form to save the new user.

Editing Users

To edit an existing user: Admin users can click on the Admin button, Storeadmin users can click on the Store button at the top of the IMSCart Administration pages to display a list of users. Then click on the name of the user you want to edit to display the user entry form for that user. Make your changes and click the Save button at the end of the form to update the user.

Deleting Users

To delete an existing user: Admin users can click on the Admin button, Storeadmin users can click on the Store button at the top of the IMSCart Administration pages to display a list of users. Then click on the name of the user you want to delete to display the user entry form for that user. Then click on the Delete button at the end of the form to delete the user.

User Form Fields

IMSCart offers the ability to categorize products by product category. Product categories may also contain subcategories enabling storekeepers manage their products in as much detail as possible.

When creating your product records, it is important to make a distinction as to whether the product that is being created can be uniquely identified by its nature or name (e.g. Compact Disks, Video Cassettes, Books, etc.), or is one of many similar items that are uniquely identified by their attributes (e.g. Apparel, Furniture, Automobiles, etc.). The reason this distinction needs to be made, is because the methods for creating, editing and deleting differ for each. Items require the creation of Item Attributes, but products do not.

Adding Product Categories

IMSCart includes the ability to associate products to product categories and subcategories to enable better site management. To create a new product category, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the Add Category button on the left side of the screen to display the product category entry form. Complete the product category entry form and click the Save button at the end of the form to save the new product category. If the category is to be a top level category, leave the Parent drop down list with the Default – Top Level selected. If the category is to be a sub category of an existing category, choose the appropriate parent category from the Parent drop down list.

Editing Product Categories

To edit an existing product category, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the name of the product category you want to edit to display the product category entry form for that product category. Make your changes and click the Save button at the end of the form to update the product category.

Deleting Product Categories

Before deleting an existing product category, all products and sub categories associated to the product category must be removed through either deletion or re-association. IMSCart will not allow the deletion of a product category while products or subcategories still exist for that product category. Once all products and subcategories have been removed, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the name of the product category that you want to delete to display the product category entry form for that product category. Then click on the Delete button at the end of the form to delete the product category.

Adding Products

To create a new product, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the Add Product button on the left side of the screen to display the product entry form. Complete the product category entry form and click the Save button at the end of the form to save the new product.

Editing Products

To edit an existing product, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the List Products button on the left side of the screen to see a list of all products, or click on List Products to the right of a product category to display a list of products in that category. Then click on the product you want to edit to display the product category entry form for that product. Make your changes and click the Save button at the end of the form to update the product.

Deleting Products

To delete an existing product, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the List Products button on the left side of the screen to display a list of all products, or click on List Products to the right of a product category to display a list of all products in that category. Then click on the product you want to delete to display the product category entry form for that product. Then click on the Delete button at the end of the form to delete the product.

Adding Items

To create a new item, a parent item must be created first. Click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the Add Product button to display the product entry form. Complete the product category entry form and click the Save button at the end of the form to save the new parent item. When completing the form, keep in mind that the product information, product dimensions, and product images entered here are the ones that will be displayed initially for all items. Once a specific item is selected by the customer, the product information, product dimensions, and product images for that item will be displayed. Next, the attributes that will be used to identify the items need to be created. Click on the Add Attributes button on the left side of the screen. A new window will open displaying the attribute entry form. Complete the attribute entry form and click the Save button at the end of the form to save the new item attribute. Once all item attributes have been defined, it is time to create the individual items. Click on the Add Items button on the left side of the screen to display the product entry form for the specific item. This form is the same as previous product category entry form. Several fields have been populated for you, based on the parent product, and item attribute fields for the attributes you have defined are now available. You must give the item a unique SKU name. Complete the product entry form and click the Save button at the end of the form to save the new item.

Editing Items

To edit an existing item, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the List Products button on the left side of the screen to see a list of all products, or click on List Products to the right of a product category to display a list of products in that category. Then click on the parent item for the item you want to edit to display the product category entry form for that parent item. If you only want to make changes to the parent item, make your changes to this form and click the Save button at the end of the form to update the parent item. If you want to make changes to a specific item. Click on the name of the item you want to edit to display the item entry form for that item. Make your changes and click the save button at the end of the form to update the item. Click on the Return to Parent Product link at the top of the page to edit another item.

Deleting Items

To delete an item, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the List Products button to display a list of all products, or click on List Products to the right of a product category to display a list of products in that category. Then click on the parent item for the item you want to delete to display the product entry form for that parent item. If you want to delete all items, you must delete each item before deleting the parent item. Click on the name of the item you want to delete to display the product category entry form for that item. Then click on the Delete button at the end of the form to delete the item. Once all items have been deleted, click on the Delete button at the end of the product category entry form of the parent item to delete the parent item.

Adding Item Attributes

To create a new item attribute, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the List Products button to display a list of all products, or click on List Products to the right of a product category to display a list of products in that category. Then click on the name of the parent item for which the attribute is being created to display the product entry form for that parent item. Then click on the Add Attributes button on the left side of the screen. A new window will open displaying the attribute entry form. Complete the attribute entry form and click the Save button at the end of the form to save the new item attribute. Next, you need to define the new attribute for the items. Click on the name of an item to display the product entry form for that item. Populate the new item attribute field in the product category entry form and click on the Save button at the end of the form to save the new item attribute definition.

Editing Item Attributes

To edit an existing item attribute, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the List Products button to display a list of all products, or click on List Products to the right of a product category to display a list of products in that category. Then click on the name of the parent item for which the attribute is being edited to display the product entry form for that parent item. Then click on the List Attributes button on the left side of the screen. A new window will open displaying a list of item attributes assigned to the item selected. Click on the name of the attribute you want to edit to display the attribute entry form for that attribute. Complete the attribute entry form and click the Save button at the end of the form to update the item attribute.

Deleting Item Attributes

To delete an existing item attribute, click on the Products button at the top of the IMSCart Administration pages to display a list of product categories. Then click on the List Products button to display a list of all products, or click on List Products to the right of a product category to display a list of products in that category. Then click on the name of the parent item for which the attribute is being deleted to display the product entry form for that parent item. Then click on the List Attributes button on the left side of the screen. A new window will open displaying a list of item attributes assigned to the item selected. Click on the name of the attribute you want to delete to display the attribute entry form for that attribute. Then click on the Delete button at the end of the form to delete the item attribute.

Product Category Fields

Product Form Fields

Item Attribute Form Fields

IMSCart offers the ability to manage shoppers by shopper group. This enables storekeepers to create shopper groups for whatever need (e.g. site access, customer rating, etc.). These shopper groups can then be used to provide special services, discounts, or access to a specific group of shoppers.

IMSCart also provides the ability to create any number of addresses for a particular shopper. Not only can a shopper have separate bill to and ship to addresses, but addresses for home and business as well.

Adding shopper Groups

To create a new shopper group, click on the Shoppers button at the top of the IMSCart Administration pages to display a list of shoppers. Then click on the Add Group button on the left side of the screen to display the shopper group entry form. Complete the shopper group entry form and click the Save button at the end of the form to save the new shopper group.

Editing shopper Groups

To edit an existing shopper group, click on the Shoppers button at the top of the IMSCart Administration pages to display a list of shoppers. Then click on the List Groups button on the left side of the screen to display a list of all shopper groups. Click on the name of the shopper group you want to edit to display the shopper group entry form for that shopper group. Make your changes and click the Save button at the end of the form to update the shopper group.

Deleting shopper Groups

Before deleting an existing shopper group, all shoppers associated to that shopper group must be removed through either deletion or re-association. IMSCart will not allow the deletion of a shopper group while shoppers still exist for that shopper group. Once the shoppers have been removed, click on the Shoppers button at the top of the IMSCart Administration pages to display a list of shoppers. Then click on the List Groups button on the left side of the screen to display a list of all shopper groups. Click on the name of the shopper group you want to delete to display the shopper group entry form for that shopper group. Then click on the Delete button at the end of the form to delete the shopper group.

Adding shoppers

To create a new shopper, click on the Shoppers button at the top of the IMSCart Administration pages to display a list of shoppers. Then click on the Add shopper button on the left side of the screen to display the shopper entry form. Complete the shopper group entry form and click the Save button at the end of the form to save the new shopper.

Editing shoppers

To edit an existing shopper, click on the Shoppers button at the top of the IMSCart Administration pages to display a list of shoppers. Then click on the name of the shopper you want to edit to display the shopper group entry form for that shopper. Make your changes and click the Save button at the end of the form to update the shopper.

Deleting shoppers

To delete an existing shopper, click on the Shoppers button at the top of the IMSCart Administration pages to display a list of shoppers. Then click on the name of the shopper you want to delete to display the shopper group entry form for that shopper. Then click on the Delete button at the end of the form to delete the shopper.

Shopper Group Form Fields

Shopper Form Fields

Finding Orders

You must have the order number in order to find an existing order. Click on the Orders button at the top of the IMSCart Administration pages to display a list of pending orders. Then enter the order number into the Find Orders field. Click on the Find button to display the order.

Viewing & Printing Orders

To view an order click on the Orders button at the top of the IMSCart Administration pages to display a list of pending orders. To view cancelled orders click on the Cancelled Orders button. To view confirmed orders click on the Confirmed Orders button. To view a specific order, scroll through the list of orders and highlight the order you want to view. Then click on the View button to view the order. To print the order click on the Print View button at the end