Install Notes
Setup Notes
Constants and Configuration
Setup Cash Register
Setup Payment Gateway
Setup Permission
Setup Hotel
SetUp Taxes V3.0
Setup Tour
Setup Hotel Group Tour
Setup Transit Route/Trips
Setup Complex Transit Routes
Setup Active Seats
Setup Rental
Setup Meta Tags
SetUp Resellers/Agents
Setup Mail/Package Shipping
Setup Shuttle Transfer Module
Setup Coupons for Tours
Setup Rewards Points
Setup Barcode Scanner
Setup Baggage Options
Set Up Freight
Set Up Inquiry Form
Google Maps
Setup UPS in V3
Setup Transit/Tour XML API
Template Files
Use Handling Charges
Use Affiliate Program
Virtual Training
WYSIWYG/HTML Editor
Color Chart
Customization

 

 

 

 

 

 

 

Help Files & FAQ's - effective: march 1st, 2009 includes V3 Options

The purchase price includes the software system itself which is installed on your web server. It contains a browser based custom page creator that allows users to add custom information pages to your website at your convenience. The software allows anyone to edit their website, regardless of technical skill level. Description pages can be added or changed easily without knowing any intricate coding. To change the 'Look & Feel' is via customizable templates/.CSS and some PHP and HTML knowledge is required.

 

User Management Menu
 

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.
Users Adding Editing Deleting


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

First Name The user's first name. Required
Last Name The user's last name. Required
Middle Name The user's middle name. Optional
Title The user's title. Optional
username A unique name used to identify the user at login. Required
Password The password used at login. Required
Confirm Password Used to confirm the password. Required
Permissions Set the level of permissions this user will have. Required
Group The group with which the user will be associated. Required
Company Name The name of the company the user belongs to. Optional
Address 1 The user's address. Optional
Address 2 Extra address information for the user. Optional
City The user's city. Optional
State The user's state. Optional
Zip The user's zip code. Optional
Country The user's country. Optional
Day Phone The user's daytime phone number. Optional
Evening Phone The user's evening phone number. Optional
Email The user's email address. Optional

 

Product Administration Menu
 

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.

Product Categories Adding Editing Deleting
Products Adding Editing Deleting
Items Adding Editing Deleting
Item Attributes Adding Editing Deleting

 

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

Category Name The name that will be used to identify the category. Required
Category Description the description that will be displayed for the category. Optional
Parent The parent category with which this category will be associated. Required
Publish? Used to specify whether the category will be published on the site. Checked or Unchecked

Product Form Fields

Vendor The vendor with which the product will be associated. Required
SKU The product SKU that will uniquely identify the product. Required
Name The name that will be used to identify the product. Required
Publish? Used to specify whether the product will be published on the site. Checked or Unchecked
URL ROOT A URL ROOT that can be displayed with a product. Usually used as a link to the product vendor or manufacturer. Optional
Description The description that will be displayed for the product. Optional
Quantity in Stock The current quantity in stock for the item. Used for shipping and inventory purposes. Optional
Availability Date When the current quantity in stock is available for distribution. Used for shipping and inventory purposes. Optional
Special? Used to indicate whether there are any specials running for the product. Optional (Y or N)
Discount Type The type of special being run on the product. Optional
Category The product category with which this product will be associated. Required
Length The length of the product. Used for shipping purposes. Optional
Width The width of the product. Used for shipping purposes. Optional
Height The height of the product. Used for shipping purposes Optional
Dimension UOM The unit of measure used in determining the LWH of a product. Used for shipping purposes. Required with LWH Optional otherwise
Weight The weight of the product. For shipping purposes. Optional
Weight UOM The unit of measure used in determining the weight of a product. Used for shipping purposes. Required with Weight Optional otherwise
Thumbnail A thumbnail image that can be displayed along with the product. Optional
Full Image A larger image that can be displayed along with the product. Optional


Item Attribute Form Fields

Name The name used to identify the attribute. Required
Number in List The order in which the attribute is listed. Required

 

Shopper Management Menu
 

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.

shopper Groups Adding Editing Deleting
shoppers Adding Editing Deleting


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

Group Name The name used to identify the group. Required
Group Description The description of the group. Optional


Shopper Form Fields

First Name The shopper's first name. Required
Last Name The shopper's last name. Required
Middle Name The shopper's middle name. Optional
Title The shopper's title. Optional
shoppername A unique name used to identify the shopper at login. Required
Password The password used at login. Required
Confirm Password Used to confirm the password. Required
Group The group with which the shopper will be associated. Required
Company Name The name of the company the shopper belongs to. Optional
Address 1 The shopper's address. Optional
Address 2 Extra address information for the shopper. Optional
City The shopper's city. Optional
State The shopper's state. Optional
Zip The shopper's zip code. Optional
Country The shopper's country. Optional
Day Phone The shopper's daytime phone number. Optional
Evening Phone The shopper's evening phone number. Optional
Email The shopper's email address. Optional

 

Order Administration Menu
 

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 on the order to display a printable version of the order.

Changing Order Status

At the bottom of each order view are listed options to change an order’s status. Click on the status button you wish to give the order.

 

Hotels and Rooms Administration Menu
 

IMSCart offers the ability to set up multiple hotels and sub-hotels, each with different room types and properties. See also How to set-up a Hotel and Room for further information.

When creating your rooms, it is important to make a distinction as to whether the room that is being created can be uniquely identified by its nature or name (e.g. you have only a few distinct rooms), or is one of many similar items and price (e.g. many similar rooms).

You may create global properties that will be displayed as options for all rooms where price and availability is not a factor (e.g. smoking/non-smoking, two twin beds/one king bed).

Once rooms have been created you will want to assign prices to your rooms and create an inventory of rooms to be booked from. The shopper will not be allowed to book rooms that are not available.

Hotels Adding Editing Deleting
Rooms Adding Editing Deleting
Global Properties Adding Editing Deleting
Assigning Prices Adding Editing Deleting
Room Inventory Adding Editing Deleting

 

Adding Hotels

IMSCart includes the ability to associate rooms to hotels to enable better site management. To create a new hotel, click on the Rooms button at the top of the IMSCart Administration pages then on the List Hotels link on the left menu to display a list hotels. Then click on the Add Hotel button on the left side of the screen to display the hotel entry form. Complete the hotel entry form and click the Save button at the end of the form to save the new hotel. If the hotel is to be a top level hotel, leave the Parent drop down list with hotel selected. If the hotel is to be a sub hotel of an existing hotel, choose the appropriate parent category from the Parent drop down list.

Editing Hotels

To edit an existing hotel, click on the Rooms button at the top of the IMSCart Administration pages then on the List Hotels link on the left menu to display a list of product categories. Then click on the name of the hotel you want to edit to display the hotel entry form for that hotel. Make your changes and click the Save button at the end of the form to update the hotel.

Deleting Hotels

Before deleting an existing hotel, all rooms and sub hotels associated to the hotel must be removed through either deletion or re-association. IMSCart will not allow the deletion of a hotel while rooms or sub hotels still exist for that hotel. Once all rooms and sub hotel have been removed, click on the List Hotels button at the left menu to display a list of hotels. Then click on the name of the hotel that you want to delete to display the hotel entry form for that hotel. Then click on the Delete button at the end of the form to delete the hotel.

Adding Rooms

To create a room, click on the Rooms button at the top of the IMSCart Administration then click on the Add Room button on the left side of the screen to display the room entry form. Choose a hotel from the drop down menu to associate the new room with a hotel. Complete the room entry form and click the Save button at the end of the form to save the new room.

Editing Rooms

To edit an existing room, click on the Rooms button at the top of the IMSCart Administration then click on the List Rooms button on the left side of the screen to see a list of all rooms. Then click on the room you want to edit to display the room entry form for that room. Make your changes and click the Save button at the end of the form to update the room.

Deleting Rooms

To delete an existing room, click on the Rooms button at the top of the IMSCart Administration then click on the List Rooms button on the left side of the screen to display a list of all rooms. Then click on the room you want to delete to display the room entry form for that room. Then click on the Delete button at the end of the form to delete the room.

Adding Global Properties

To create a new global property, click on the Rooms button at the top of the IMSCart Administration pages then click on the Add Global Property button in the left menu. A new window will open displaying the global property form. Complete the global property entry form by first assigning a name to the global property. Next create up to ten options for the global property by assigning a short name (e.g. NS, SM) and a longer name (e.g. Non-Smoking, Smoking).

The long names will be displayed to shoppers as an option.
The short name for the chosen option will be attached to the SKU when the room is booked.

Click the Save button at the end of the form to save the new global property.

Editing Global Properties

To edit an existing global property, click on the Rooms button at the top of the IMSCart Administration pages then click on the List Global Property button in the left menu. Then click on the name of the global property to be being edited. A new window will open displaying a list of global properties. Click on the name of the global property you want to edit to display the global property entry form for that global property. Complete the global property entry form and click the Save button at the end of the form to update the global property.

Deleting Global Properties

To delete an existing global property, click on the Rooms button at the top of the IMSCart Administration pages then click on the List Global Property button in the left menu. Then click on the name of the global property to be deleted to display the global property entry form for that global property. Click on the name of the global property you want to global property to display the global property entry form for that global property. Then click on the Delete button at the end of the form to delete the global property.

Assigning Prices

To assign a price, click on the Rooms button at the top of the IMSCart Administration pages, click on the List Rooms button in the left menu and select the room for which you will assign prices. The room form will be displayed. To assign prices to a room, click on the Retail price: none link. A new window will open displaying the price list form. To assign prices by Item, scroll lower to where your room items are displayed. click on the Retail price: none link for the item you wish to assign a price for. A new window will open displaying the price list form.

Click the add button to display the add price form. Assign a price and choose options Currency and Shopper Group. click the Save button at the end of the form to save the new price. You may continue to add prices for different shopper groups for this room.

You can return to the room by clicking on its name at the top of the form. Just the retail (-default-) price will be displayed with the room form.

Editing Prices

To edit a price, click on the Rooms button at the top of the IMSCart Administration pages, click on the List Rooms button in the left menu and select the room for which you will assign prices. The room form will be displayed. To edit prices for a room, click on the Retail price: $price link. A new window will open displaying the price list form. To edit prices for an Item, scroll lower to where your room items are displayed. click on the Retail price: $price link for the item you wish to edit a price for. A new window will open displaying the price list form.

Click on the group name of the price you wish to edit to display the edit price form for that price. Edit as necessary and click the Save button at the end of the form to update the price.

Deleting Prices

To delete a price, click on the Rooms button at the top of the IMSCart Administration pages, click on the List Rooms button in the left menu and select the room for which you will assign prices. The room form will be displayed. To assign prices to a room, click on the Retail price: none link. A new window will open displaying the price list form. To assign prices by Item, scroll lower to where your room items are displayed. click on the Retail price: none link for the item you wish to assign a price for. A new window will open displaying the price list form.

Click on the group name of the price you wish to delete to display the edit price form for that price. Click the Delete button at the end of the form to delete the price.

Adding Room Inventory

To create room inventory, click on the Rooms button at the top of the IMSCart Administration pages then click on the Create Inventory button in the left menu. Choose the hotel for which to create inventory. A new window will open displaying the inventory form.

You may enter a start date and end date or use the calendar on the left to assist you. Assign a number of rooms (up to the maximum entered for the room) and a price for each room. If you have assigned a default price for the room, it will already be entered, but you may change that for the period you are creating.
Select the add button and click submit.
An inventory will be created for each room for each day in the period. You may click on the number of rooms for any particular day to edit that day specifically (change number of rooms or price).
 

Editing Room Inventory

To edit room inventory, click on the Rooms button at the top of the IMSCart Administration pages then click on the View Inventory button in the left menu. Choose the hotel for which to edit inventory. A new window will open displaying the inventory form.

You may click on the number of rooms for any particular day to edit that day specifically (change number of rooms or price).

To edit periods of dates, click on the Rooms button at the top of the IMSCart Administration pages then click on the Create Inventory button in the left menu.
You may enter a start date and end date or use the calendar on the left to assist you. Assign a number of rooms (up to the maximum entered for the room) and a price for each room. Select the add button and click submit. An inventory will be edited for each room for each day in the period.

Deleting Room Inventory

To delete room inventory, click on the Rooms button at the top of the IMSCart Administration pages then click on the Create Inventory button in the left menu. Choose the hotel for which to delete inventory. A new window will open displaying the inventory form.

You may enter a start date and end date or use the calendar on the left to assist you. Select the delete button and click submit. The inventory will be deleted for each room for each day in the period.

Hotel Fields

Hotel Name The name that will be used to identify the Hotel. Required
Parent The parent hotel with which this hotel will be associated. Required
Publish? Used to specify whether the hotel will be published on the site. Checked or Unchecked
Flypage Specify a specific page fly page (e.g. shop/myhotel for different layouts (you have to create the page). Optional
Additional Charge Per Person If you specify an Additional Charge Per Person, that option will be displayed to the shopper as 1-2 people (no extra charge), 3 people (+ 1 X charge), 4 people (+2 X charge). Optional
List Order The order of listing in menus Optional
Hotel Description The description that will be displayed for the hotel. Optional


Room Form Fields

SKU The Room SKU that will uniquely identify the room or type of room. Required
Hotel The hotel with which this room will be associated. Required
Retail Price Set the default price for the room with this link. Optional
Publish? Used to specify whether the product will be published on the site. Checked or Unchecked
Maximum Number of These Rooms The total of these rooms used for checking against when creating room inventory. Optional
Name The name that will be used to identify the room. Required
Short Description The short description that will be displayed for the room on the browse rooms page. Optional
Description The description that will be displayed for the room on the booking page. Optional
Thumbnail A thumbnail image that can be displayed along with the product. Optional
Full Image A larger image that can be displayed along with the product. Optional


 

Tour Administration Menu
 

The IMSCart Tour Module is very similar to the regular product module with several additions.

IMSCart offers the ability to assign to each tour:

  • a Category of your creation,
  • a "Destination" and a "Tour Type",
  • multiple "Start Times",
  • optional values including:
    • Charter (yes or no),
    • Body Weights (yes or no),
    • Length of tour,
    • Season Start and End,
    • Availability by Days of the Week
  • a tour name for each language module
  • a tour short description for each language module
  • a tour long description for each language module
tour Categories Adding Editing Deleting
tours Adding Editing Deleting
Items Adding Editing Deleting
Item Attributes Adding Editing Deleting

Additional Instructions - How to set-up IMS Tourdesk package - Click Here

Adding tour Categories

IMSCart includes the ability to associate tours to tour categories and subcategories to enable better site management. To create a new tour category, click on the tours button at the top of the IMSCart Administration pages to display a list of tour categories. Then click on the Add Category button on the left side of the screen to display the tour category entry form. Complete the tour category entry form and click the Save button at the end of the form to save the new tour 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 tour Categories

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

Deleting tour Categories

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

Adding tours

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

Editing tours

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

Deleting tours

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

Adding Tour Items

To create a new item, a parent item must be created first. Click on the tours button at the top of the IMSCart Administration pages to display a list of tour categories. Then click on the Add tour button to display the tour entry form. Complete the tour 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 tour information, tour dimensions, and tour images entered here are the ones that will be displayed initially for all items. Once a specific item is selected by the customer, the tour information, tour dimensions, and tour 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 tour entry form for the specific item. This form is the same as previous tour entry form. Several fields have been populated for you, based on the parent tour, and item attribute fields for the attributes you have defined are now available. You must give the item a unique SKU name. Complete the tour entry form and click the Save button at the end of the form to save the new item.

Editing Tour Items

To edit an existing item, click on the tours button at the top of the IMSCart Administration pages to display a list of tour categories. Then click on the List tours button on the left side of the screen to see a list of all tours, or click on List tours to the right of a tour category to display a list of tours in that category. Then click on the parent item for the item you want to edit to display the tour 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 tour link at the top of the page to edit another item.

Deleting Tour Items

To delete an item, click on the tours button at the top of the IMSCart Administration pages to display a list of tour categories. Then click on the List tours button to display a list of all tours, or click on List tours to the right of a tour category to display a list of tours in that category. Then click on the parent item for the item you want to delete to display the tour 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 tour 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 tour entry form of the parent item to delete the parent item.

Adding Tour Item Attributes

To create a new item attribute, click on the tours button at the top of the IMSCart Administration pages to display a list of tour categories. Then click on the List tours button to display a list of all tours, or click on List tours to the right of a tour category to display a list of tours in that category. Then click on the name of the parent item for which the attribute is being created to display the tour 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 tour entry form for that item. Populate the new item attribute field in the tour entry form and click on the Save button at the end of the form to save the new item attribute definition.

Editing Tour Item Attributes

To edit an existing item attribute, click on the tours button at the top of the IMSCart Administration pages to display a list of tour categories. Then click on the List tours button to display a list of all tours, or click on List tours to the right of a tour category to display a list of tours in that category. Then click on the name of the parent item for which the attribute is being edited to display the tour 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 Tour Item Attributes

To delete an existing item attribute, click on the tours button at the top of the IMSCart Administration pages to display a list of tour categories. Then click on the List tours button to display a list of all tours, or click on List tours to the right of a tour category to display a list of tours in that category. Then click on the name of the parent item for which the attribute is being deleted to display the tour 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.

tour Category Fields

Category Name The name that will be used to identify the category. Required
Category Description the description that will be displayed for the category. Optional
Parent The parent category with which this category will be associated. Required
Publish? Used to specify whether the category will be published on the site. Checked or Unchecked
List order Order of display in menus compared to other categories. Optional
Short Name A two or three letter identifier that will be added to the SKU to make for easy identification when scanning orders. Optional

tour Form Fields

SKU The tour SKU that will uniquely identify the tour. IMScart can add to the SKU upon a purchase so that it includes T:category (short name):tour type (short name):destination (short name)". Required
Category The tour category or sub-category. Required
Publish? Used to specify whether the tour will be published on the site. Checked or Unchecked
Destination The destination. Optional
Tour type The tour type from types created. Optional
Start times. Create start times for the tour after saving Optional (Y or N)
Charter Whether the tour is a charter or not. Optional
Body Weights Whether body weights are required. Optional
Length of Tour To display the length of the tour. Optional
Season Start To display the start of the season. Optional
Season end. To display the season end. Optional
Available Dates To display days of the week available. Optional
Name The name that will be used to identify the tour. Required
Short Description The short description that will be displayed for the tour on the browse tours page Optional
Description The description that will be displayed for the tour. Optional
Thumbnail A thumbnail image that can be displayed along with the tour. Optional
Full Image A larger image that can be displayed along with the tour. Optional


Tour Item Attribute Form Fields

Name The name used to identify the attribute. Required
Number in List The order in which the attribute is listed. Required

 

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