Pro-Active Training Manual

Welcome to the official staff training guide for the Pro-Active B2C/D2C eCommerce Platform by Cutting-Edge Solutions. This manual covers every page and feature of the administration panel with detailed, step-by-step instructions.

📸 Screenshot: Dashboard Home (index.php)

📋 How to Use This Manual

Navigation

Use the top navigation bar to jump between the 9 main sections of the admin panel.
Use the left sidebar to jump directly to any sub-section within a topic.
Each section opens with an overview, a table of contents, and a screenshot of the actual admin page.
Step-by-step instructions are numbered and describe every click, field, and button.
Green callouts (Tip) highlight best practices. Orange callouts (Warning) flag actions needing extra care.
Screenshot placeholders reference images you should upload to /faqs/ on the server.
To print a section as PDF: view that section and press Ctrl+P → Save as PDF.

🗺️ Platform Overview

📊 Dashboard

Your command center. Shows best-viewed products, order summaries, and quick links to every module in the system.

🛒 Order Information

Manage all customer orders, rentals, purchase orders, order statuses, vendors, email templates, and export tools.

📦 Product Manager

Create and manage categories, products, cross-sells, manufacturers, reviews, product options, imports, and feeds.

📣 Marketing

Affiliate codes, affiliate organizations, specials (sale prices), promoted products, and newsletter manager.

👥 Customers

View and manage customer accounts, send bulk emails, view who is shopping online, and manage auto-billing subscriptions.

🔧 Site Tools

Create and edit informational pages (About Us, Privacy Policy, etc.) and manage eBay product export.

⚙️ Site Settings

Choose templates, set layout colors, upload logos, configure menus, slideshows, shipping/payment/tax modules, and currencies.

🔩 Site Configuration

Configure all global store settings: store name, min/max values, image sizes, customer detail fields, shipping rules, stock management, and more.

📈 Statistics

View in-depth analytics: products viewed/purchased, customer order totals, unsold carts, conversion rates, and full audit trail.

🔐 Logging Into the Admin Panel

How to Access the Admin Panel

Open your web browser and navigate to your store's admin URL, typically: https://yourdomain.com/storeadmin/index.php
Enter your administrator Username and Password in the login form.
Click the Login button. You will be taken directly to the Dashboard.
To log out at any time, click the Log Out icon in the top navigation bar of the admin panel.

Always log out of the admin panel when you are done, especially on shared or public computers.

Never share your admin password with staff who do not need full administrative access. Contact Pro-Active support to set up additional staff accounts with restricted permissions.

🧭 Admin Panel Interface

The admin panel interface has three main areas:

Area	Location	Function
Top Quick Links	Very top of page	View Orders, Edit Pages, Store (front-end), Log Out
Left Sidebar Menu	Left column	Main navigation: Dashboard Home, all section menus with expandable sub-items
Content Area	Right / main panel	Displays the current page content: lists, forms, settings, etc.

📊 Dashboard

URL: /storeadmin/index.php — Your command center and starting point for all admin activity.

📸 Screenshot: Dashboard Home

📋 Overview

The Dashboard is the first page you see after logging in. It shows your store's Best Viewed Products — a live, ranked list of the products customers have viewed most on your storefront. The left sidebar contains expandable menus for every section of the admin panel.

🔗 Top Quick Links

Link	What It Does
View Orders 🛒	Jumps directly to the Orders list page, showing all customer orders.
Edit Pages ✏️	Opens the Information Pages editor — Add/Edit Pages like Privacy Policy, About Us, etc.
Store 🏠	Opens your live storefront in the same tab so you can see how the site looks to customers.
Log Out 🚪	Ends your admin session and returns you to the login page.

📊 Best Viewed Products

The main content area of the Dashboard displays a paginated table of the most-viewed products on your store. Columns include:

Column	Description
No.	Rank position (01, 02, 03…)
Products	Clickable product name — click to view product detail in Statistics
Viewed	Total number of times the product page has been viewed by shoppers

The Best Viewed Products table helps you understand what customers are most interested in. Use this data to inform promotions, featured products, and advertising decisions.

The table is paginated — use the page selector dropdown or the >> arrow to move to the next page. There are 15 products per page.

📌 Sidebar Navigation

The left sidebar contains the main menu. Each top-level item expands to show sub-pages. Click any section header to expand or collapse it. Click any sub-item to navigate to that page.

Menu Section	Sub-Items
Order Information	Orders, Rentals, Export Orders, Export Order Details, Export Orders (XML), Order Status, Email Templates, Vendors, Purchase Orders, Export Purchase Orders, Export Purchase Order Details
Product Manager	Categories & Products, Cross Sell Products, Manufacturers, Product Reviews, Products Expected, Product Options, Import Products, Update Products, Import Refinements, Import Images, Product Feeds, Export Categories, Google Product Feed, GPM Manager
Marketing	Affiliate Codes, Affiliate Orgs, Specials, Promoted Products, Newsletter Manager
Customers	Customers, Send an Email, Who's Online, Auto Billing
Site Tools	Add/Edit Pages, eBay Export
Site Settings	Templates, Layout Colors, Logos, Menu, Slideshow, Social, Homepage Modules, Shipping Modules, Payment Modules, Order Total Modules, Tax Rates, Tax Zones, Tax Classes, Countries, Zones, Currencies
Site Configuration	My Store, Minimum Values, Maximum Values, Images, Customer Details, Shipping/Packaging, Product Listing, Stock, Ebay Export, Infosync, Drawings/Contests, Google Checkout, Scheduler, Auto Billing, Staff Bios
Statistics	Products Viewed, Products Purchased, Customer Orders (Total), Unsold Carts, Conversion Rates, Order Statistics, Audit Trail

🛒 Order Information

Manage all customer orders, rentals, purchase orders, order statuses, email notifications, and vendor relationships.

Orders
Rentals
Export Orders
Order Status
Email Templates
Vendors
Purchase Orders

📋 Orders

📸 Screenshot: Orders List Page

The Orders page shows all customer orders placed through your store. Each row displays the customer name, order total, date, and current status.

Viewing Orders

How to View All Orders

Click Order Information in the left sidebar, then click Orders (or click "View Orders" in the top quick links).
The Orders list appears. By default, it shows all orders sorted by date.
Use the Filter by Status dropdown to filter orders by a specific status (e.g., Pending, Shipped, Cancelled).
To search for a specific order, enter the Order ID in the search box and click Search.

Order List Columns

Column	Description
Customer	Full name of the customer who placed the order. Bold = most recent.
Order Total	Total dollar amount of the order including shipping and tax.
Date Purchased	Date and time the order was placed (format: MM/DD/YYYY HH:MM:SS).
Status	Current order status (e.g., Order Pending, Order Shipped, Order Cancelled).
Actions	View link — click to open full order detail.

Viewing an Order in Detail

Steps to View a Single Order

From the Orders list, click the View link next to the order you want to review.
The Order Detail page opens, showing: customer billing/shipping addresses, order items (product name, quantity, price), order totals (subtotal, shipping, tax, grand total), and order history/comments.
To update the order status: scroll to the Order History section, select the new status from the dropdown, enter a comment if desired, and check "Notify Customer" if you want to email them automatically.
Click Update to save the new status.
To print the invoice: click the Invoice button at the top of the order detail page.
To print a packing slip: click the Packing Slip button.

Always leave a comment when changing an order status. This creates an internal audit trail and can optionally notify the customer via email.

Deleting an order is permanent. Only delete test orders or orders that were placed in error. Consult your manager before deleting any real customer order.

🔄 Rentals

The Rentals page lists all orders that contain rental products. This is only relevant if your store sells items on a rental/subscription basis. The interface is identical to the standard Orders list but filtered to rental-type orders.

If your store does not sell rental products, this page will be empty. Contact Pro-Active support to enable the rental product type.

📤 Export Orders

The platform provides several export options to download your order data for use in accounting, fulfillment, or reporting software.

Export Type	URL	What It Exports
Export Orders	/storeadmin/orders_export.php	All order header data (customer, totals, dates, status) in CSV/tab-delimited format.
Export Order Details	/storeadmin/orders_export_detail.php	Full line-item detail per order (product name, SKU, quantity, price per item).
Export Orders (XML)	/storeadmin/orders_export_xml.php	All orders in XML format — useful for ERP and accounting system integrations.
Export Purchase Orders	/storeadmin/po_export.php	Purchase orders in CSV format.
Export PO Details	/storeadmin/po_export_detail.php	Purchase order line-item detail in CSV format.

How to Export Orders

Navigate to Order Information → Export Orders (or the specific export type you need).
Select a date range (Start Date and End Date) using the date pickers.
Select the desired Order Status filter or leave as "All" to export all orders.
Click the Export button. A file download will begin automatically.
Open the downloaded file in Excel or your accounting software.

Run order exports at the end of each business day for accounting reconciliation. Use "Export Order Details" for fulfillment operations since it includes product SKUs and quantities.

🏷️ Order Status

📸 Screenshot: Orders Status Page

The Order Status page lets you manage the list of available order statuses. Default statuses include: Order Pending, Order Processing, Order Shipped, Preparing [PayPal Standard], Order Cancelled, Return Authorization Issued, Return Merchandise Received, Credit Issued, Item(s) on back order, and Stripe [Transactions].

Adding a New Order Status

Steps to Add a Custom Order Status

Navigate to Order Information → Order Status.
Click the green + New button at the bottom right.
Enter a name for the new status (e.g., "Ready for Pickup").
The status will appear in the left panel. It is immediately available when updating orders.

Editing or Deleting an Order Status

Steps

Click a status row in the list. The detail panel appears on the right.
Click Edit to modify the status name, then save.
Click Delete to remove it. You cannot delete statuses that are currently assigned to orders.

The "(default)" status is assigned to all new orders automatically. Do not delete the default status. To change which status is default, edit the status and enable the "Default" option.

✉️ Email Templates

Email Templates control the automated emails sent to customers when their order status changes. You can customize the subject line, body text, and include dynamic variables such as the customer's name, order number, and items ordered.

How to Edit an Email Template

Navigate to Order Information → Email Templates.
Click the template you want to edit (e.g., "Order Pending" confirmation email).
The template editor opens on the right. Edit the Subject and Body fields.
Use available template variables (shown in the editor) to insert dynamic content such as %customer_name%, %order_id%, and %order_products%.
Click Save to apply changes.

Always send a test order to yourself after modifying an email template to verify the formatting and variables are working correctly.

🏢 Vendors

Vendors are the suppliers or fulfillment partners associated with your products and purchase orders. Adding vendors allows you to track which supplier provides each product and create purchase orders directed to them.

How to Add a Vendor

Navigate to Order Information → Vendors.
Click the green + New button.
Fill in the vendor details: Name, Contact Name, Email Address, Phone, Address.
Click Save. The vendor is now available when creating purchase orders.

📄 Purchase Orders

Purchase Orders (POs) allow you to track incoming inventory from vendors. Create a PO for each supplier order and update it when inventory is received.

Creating a Purchase Order

Navigate to Order Information → Purchase Orders.
Click + New.
Select the Vendor from the dropdown.
Set the Expected Date for the shipment arrival.
Add line items: select each product and enter the Quantity Ordered and Unit Cost.
Add a PO Number and any internal Notes.
Click Save. When inventory arrives, return to the PO and mark items as received.

When you mark items as received on a PO, the platform automatically adds the received quantity to your product stock levels.

📦 Product Manager

Create and manage your entire product catalog: categories, products, cross-sells, manufacturers, reviews, options, imports, and feeds.

Categories & Products
Cross Sell Products
Manufacturers
Product Reviews
Products Expected
Product Options
Import / Update
Feeds & GPM Manager

🗂️ Categories & Products

📸 Screenshot: Categories & Products Page

The Categories & Products page is your primary product management interface. It displays a hierarchical list of all top-level categories. Use the ENTER button to drill into a category and see its sub-categories and products.

Interface Overview

Element	Description
ID Column	Unique database ID for the category or product.
ENTER Button	Blue button — click to enter a category and see its contents.
Categories/Products Name	Name of the category or product. Click a row to see details in the right panel.
Status Column	Green Active or Red Inactive. Click the Active/Inactive button to toggle status instantly.
Action Column	Arrow (▶) to select; Info (ℹ) to see quick details in the right panel.
Right Panel	Shows Edit, Delete, Move, Copy buttons + metadata (Date Added, Last Modified, Subcategories, Products count).
Go To Dropdown	Jump directly to any category by name.
Search Box	Search products/categories by name.

Adding a New Category

Steps to Create a Category

Navigate to Product Manager → Categories & Products.
If you are adding a top-level category, make sure you are at the top level (use the "Top" breadcrumb).
If you are adding a sub-category, click ENTER on the parent category first to go inside it.
Click the green + New Category button (bottom right).
Fill in the category details (see field table below).
Click Save.

Category Fields

Field	Description & Instructions
Category Name	The name displayed on the storefront navigation and category pages. Keep it concise and descriptive.
Category Description	Optional text describing the category. Displays at the top of the category page on the storefront. Supports HTML formatting.
Category Image	Upload an image to represent this category. Recommended size: as specified in Site Configuration → Images → Category Image Size.
Sort Order	Controls the display order. Lower numbers appear first (0 = top, 99 = bottom). Leave at 0 to sort alphabetically.
Status	Active = visible on storefront. Inactive = hidden from customers but still in the database.
Meta Tag Title	SEO: Browser tab title for this category page. If left blank, defaults to the category name.
Meta Tag Description	SEO: 155-character description for search engine results snippets.
Meta Tag Keywords	SEO: Comma-separated keywords related to this category (less important for modern SEO but still used).

Set a descriptive Meta Tag Title and Description for every category. This significantly improves your store's visibility in Google and other search engines.

Adding a New Product

Steps to Add a Product

Navigate to the category where you want to add the product using the ENTER button.
Click the green + New Product button.
Fill in all required product fields (see table below).
Upload at least one product image using the Product Images section.
Set the product Status to Active when ready to publish.
Click Save.

Product Fields — General Tab

Field	Description & Instructions
Product Name	The full product name displayed on the storefront. Be specific and include key attributes (brand, model, size, color).
Product Description	Full HTML description of the product. This is the main selling copy — include features, specifications, and benefits. Supports rich text/HTML editor.
Product Model	SKU or model number. Used for inventory tracking, exports, and searches. Must be unique per product.
Product Price	The retail price customers will pay. Enter as a number (e.g., 29.99). Do not include $ sign.
Product Cost	Your cost / wholesale price. For internal use only — not visible to customers. Used for profit margin reporting.
Product Weight	Weight in the unit configured in Site Configuration → Shipping. Used to calculate shipping rates.
Quantity	Current stock quantity. Used for stock management. Set to 0 to show as out of stock (behavior depends on stock settings).
Status	Active = product appears on storefront. Inactive = product hidden from customers.
Date Available	If set to a future date, the product will only appear on the storefront from that date forward. Useful for pre-orders.
Sort Order	Controls display order within its category. Lower = appears first.

Product Images

How to Add Product Images

In the product editor, scroll to the Product Images section.
Click Browse to select an image from your computer.
The platform will automatically generate thumbnail and full-size versions based on your Image configuration settings.
To add more images, click Add Another Image and repeat.
Use the Sort Order field to control which image appears first.
The first (or lowest sort order) image becomes the main product image on category and search pages.

Optimal product images are square (1:1 ratio), at least 800×800px, on a white background. This ensures they look consistent across the storefront and in Google Shopping feeds.

Never upload images that are wider than 2000px. Oversized images slow page load times and can degrade the customer experience. Resize before uploading.

Editing an Existing Product

Steps to Edit a Product

Navigate to the category containing the product, or use the Search box in the top right of the Categories & Products page.
Click on the product row to select it (the right panel shows its details).
Click the blue Edit button in the right panel.
Make your changes in the product editor form.
Click Save at the bottom of the form. Changes are live immediately.

Moving or Copying a Product/Category

Steps to Move a Product to a Different Category

Navigate to the product (or category) you want to move.
Click on it to select it, then click the Move button in the right panel.
A dialog appears — select the destination category from the dropdown.
Click Move to confirm. The product is now in the new category only.

Use Copy instead of Move if you want the product to appear in multiple categories simultaneously. A copy creates a new product record — you will need to keep both in sync if you update pricing or description.

🔀 Cross Sell Products

Cross Sells are products recommended to customers on the product detail page. For example, if a customer views a guitar, you might cross-sell guitar strings and a tuner. Cross sells increase average order value.

Setting Up Cross Sells

Navigate to Product Manager → Cross Sell Products.
Search for or select the primary product (the product the customer is viewing).
In the right panel, click Add Cross Sell.
Search for and select the product(s) you want to recommend.
Set a Sort Order to control the display sequence of recommendations.
Click Save. Cross sells appear immediately on the storefront product page.

🏭 Manufacturers

Manufacturers (also called Brands) can be assigned to products to enable brand-based filtering and browsing on the storefront.

Adding a Manufacturer / Brand

Navigate to Product Manager → Manufacturers.
Click + New.
Enter the Manufacturer Name (e.g., "Fender", "Gibson", "Sony").
Optionally upload a Manufacturer Logo image.
Enter a URL (the manufacturer's website) if desired.
Click Save. The manufacturer is now available when editing products.

After adding manufacturers, go back and assign them to products using the "Manufacturer" field in the product editor. This enables brand filtering in your storefront navigation.

⭐ Product Reviews

Manage customer-submitted product reviews. You can approve, edit, or delete reviews before they appear on the storefront.

Managing Reviews

Navigate to Product Manager → Product Reviews.
The list shows all submitted reviews with: Product Name, Reviewer, Rating (stars), Date, and Status.
Click a review to select it. The right panel shows the full review text.
Click Edit to modify the review text or rating.
Click the Status toggle to set the review as Active (visible) or Inactive (hidden).
Click Delete to permanently remove the review.

Editing customer reviews is legally sensitive in some jurisdictions. Only correct obvious errors (like spam, inappropriate language). Do not alter factual review content.

📅 Products Expected

Products Expected lists all products that have a future "Date Available" set, showing when they will become visible on the storefront. This is your pre-order and upcoming product tracking page.

🎛️ Product Options

Product Options allow you to create reusable attribute sets (such as Size, Color, Material) that can be applied to multiple products. When assigned to a product, options create variants the customer selects before adding to cart.

Creating a Product Option Group

Navigate to Product Manager → Product Options.
Click + New Option.
Enter the Option Name (e.g., "Size", "Color", "Finish").
Select the Option Type: Dropdown, Radio Button, Checkbox, Text, File Upload, or Date.
For Dropdown/Radio types, add Option Values (e.g., Small, Medium, Large) with optional price modifiers.
Set whether the option is Required (customer must select before adding to cart).
Click Save.

Assigning an Option to a Product

Open the product in the product editor (Product Manager → Categories & Products → Edit).
Scroll to the Product Options section within the product form.
Click Add Option and select the option group from the dropdown.
Configure any product-specific price modifiers for each option value.
Save the product. The option selector now appears on the storefront product page.

⬆️ Import / Update Products

The platform supports bulk product imports and updates via CSV files, allowing you to manage large catalogs efficiently.

Tool	URL	Purpose
Import Products	/storeadmin/products_import.php	Add new products in bulk via CSV file upload.
Update Products	/storeadmin/products_update.php	Update existing products (prices, stock, descriptions) via CSV.
Import Refinements	/storeadmin/import_refinements.php	Import product refinement/attribute data for filtering.
Import Images	/storeadmin/import_images.php	Bulk import product images via ZIP archive or FTP path.

Importing Products via CSV

Navigate to Product Manager → Import Products.
Download the sample CSV template from the import page to see the required column format.
Prepare your CSV file with the correct column headers: products_model, products_name, products_description, products_price, products_weight, products_quantity, categories_id, manufacturers_id, products_status.
Click Browse and select your CSV file.
Select whether to update existing products (match by model number) or skip duplicates.
Click Import. The system processes the file and reports success/error counts.
Review the import log for any errors and correct your CSV file if needed.

Always test an import with a small batch (5–10 products) before importing a large file. An incorrectly formatted CSV can overwrite existing product data. Back up your product database before large imports.

📡 Product Feeds & GPM Manager

Tool	URL	Purpose
Product Feeds	/storeadmin/product_feeds.php	Generate data feeds for shopping comparison sites (Shopzilla, PriceGrabber, etc.).
Export Categories	/storeadmin/categories_export.php	Export your category structure as CSV.
Google Product Feed	/storeadmin/google_feed.php	Generate a Google Merchant Center-compatible product feed (XML/TXT).
GPM Manager	/storeadmin/gpm_manager.php	Google Product Manager — schedule and automate Google Shopping feed updates.

Set up the Google Product Feed and connect it to your Google Merchant Center account to automatically list your products in Google Shopping results. The GPM Manager can auto-submit the feed on a daily schedule.

📣 Marketing

Drive sales with affiliate programs, promotional pricing, and customer newsletters.

Affiliate Codes
Affiliate Organizations
Specials
Promoted Products
Newsletter Manager

🤝 Affiliate Codes

Affiliate Codes are unique discount or tracking codes assigned to affiliates (referral partners, influencers, sales reps). When a customer uses a code at checkout, the purchase is credited to that affiliate.

Creating an Affiliate Code

Navigate to Marketing → Affiliate Codes.
Click + New.
Enter a unique Code (e.g., "SARAH20" or "PARTNER-001"). Codes are case-insensitive.
Select the affiliated Organization (if applicable — see Affiliate Organizations below).
Set the Discount Type: Percentage off or Fixed dollar amount.
Enter the Discount Value (e.g., 20 for 20% off, or 10 for $10 off).
Set optional Start Date and End Date if the code has a limited validity period.
Set a Usage Limit if the code can only be used a limited number of times.
Set Status to Active.
Click Save. Share the code with your affiliate partner.

Use descriptive affiliate codes so you can easily identify who the code belongs to when reviewing reports. Example: "JOHN-BLOG-10" for a 10% discount affiliate code for a blogger named John.

🏢 Affiliate Organizations

Affiliate Organizations are groups or companies that manage multiple affiliate codes. For example, a marketing agency might be one organization with several individual affiliates (codes) under it.

Creating an Affiliate Organization

Navigate to Marketing → Affiliate Organizations.
Click + New.
Enter the Organization Name.
Enter contact information (email, phone).
Click Save. You can now assign this organization to Affiliate Codes.

🏷️ Specials

📸 Screenshot: Specials Page

Specials set sale prices on specific products. When a special is active, the product shows the original price with a strikethrough and the discounted price in a different color on the storefront.

Specials List

Column	Description
Products	Product name — click to select and view/edit in right panel.
Model	Product SKU/model number for reference.
Price	Shows original price (strikethrough) and the special/sale price.
Status	Active (green) or Inactive (red). Toggle by clicking the status icon.
Action	Arrow (▶) to select; gear icon (ℹ) for quick info panel.

Adding a Special / Sale Price

Navigate to Marketing → Specials.
Click + New Special.
Search for the product by name or model number in the Product search field.
Enter the Special Price (the discounted price, not the discount amount).
Alternatively, enter a Percentage Discount (e.g., 15 for 15% off) and the system calculates the sale price.
Set an optional Expires At date for limited-time sales.
Set Status to Active.
Click Save. The sale price appears immediately on the storefront.

Right panel details: When you click a special, the right panel shows the Original Price, New Price, Percentage discount, Expires At date, and the Status Change date. This is useful for auditing your sale history.

Remember to check your Specials page after a sale event ends. Inactive specials don't apply to products, but it's good housekeeping to delete expired specials regularly to keep the list manageable.

⭐ Promoted Products

Promoted Products are featured products displayed in special sections of your storefront (e.g., homepage featured section, sidebar "Featured" widget). This is separate from specials — promoted products are highlighted on the site without necessarily having a discount.

Adding a Promoted Product

Navigate to Marketing → Promoted Products.
Click + New.
Search for and select the Product you want to promote.
Set a Sort Order to control where it appears relative to other promoted products.
Set an optional Expiry Date if you only want it promoted for a limited time.
Set Status to Active and click Save.

📧 Newsletter Manager

The Newsletter Manager allows you to create and send email newsletters to your customer subscriber list. Customers opt in on the storefront or during account creation.

Sending a Newsletter

Navigate to Marketing → Newsletter Manager.
Click + New Newsletter.
Enter a Title (internal reference name for the newsletter).
Enter the Email Subject (what subscribers see in their inbox).
Compose the Newsletter Content using the rich text editor. You can use HTML for advanced formatting.
To preview the newsletter, click the Preview button.
To send a test email to yourself, click Send Test and enter your email address.
When ready to send to all subscribers, click Send Newsletter and confirm the action.

Sending a newsletter to your subscriber list cannot be undone. Always send a test email first and review it in your inbox before sending to all subscribers. Also ensure you are compliant with CAN-SPAM and GDPR regulations — include an unsubscribe link in all newsletters.

The newsletter system sends to all customers who have opted in to receive marketing emails. To see your subscriber count, check Customers → Customers and filter by newsletter opt-in status.

👥 Customers

View and manage customer accounts, communicate with your customer base, see live shopping activity, and manage recurring billing.

Customer Accounts
Send an Email
Who's Online
Auto Billing

👤 Customer Accounts

📸 Screenshot: Customers List

The Customers page lists all registered customer accounts. Each row shows Last Name, First Name, and Account Created date. Click a row to see detailed account information in the right panel.

Customer List Features

Feature	Description
Search Box	Search customers by last name, first name, or email address.
Export Button	Export the full customer list as a file for use in email marketing platforms (Mailchimp, Constant Contact, etc.).
Export CSV Button	Export in CSV format specifically, compatible with spreadsheet and CRM tools.
Right Panel Info	Shows Account Created date, Last Modified, Last Logon date, Number of Logons, Number of Orders, Country, Number of Reviews, and default address.

Actions on a Selected Customer

Button	Action
Edit	Opens the full customer account editor. Change name, email, address, newsletter opt-in, password, and customer group.
Delete	Permanently deletes the customer account. The customer's order history is preserved but no longer linked to an active account.
Orders	View all orders placed by this customer in a filtered order list.
Email	Opens the Send Email form pre-populated with this customer's email address.

Editing a Customer Account

Steps to Edit Customer Information

Click the customer row to select them, then click the Edit button.
The Customer Edit form opens. Fields include: Gender, First/Last Name, Date of Birth, Email Address, Newsletter subscription (Yes/No), Company Name, Customer Group (for wholesale/tiered pricing).
Address information can be added or modified in the Address Book section.
To reset a customer's password: scroll to the Password field, enter a new temporary password, and notify the customer. Advise them to change it after logging in.
Click Save to apply changes.

Customer Groups allow you to create pricing tiers (e.g., Wholesale, VIP). Assign a customer to a group in the Edit form, then set group-specific prices in your product settings.

✉️ Send an Email

The Send an Email tool allows administrators to send a custom email to individual customers, customer groups, or all subscribers directly from the admin panel.

How to Send a Customer Email

Navigate to Customers → Send an Email.
Select the Send To target: Individual Customer, Customer Group, or All Newsletter Subscribers.
If sending to an individual, search for and select the customer.
Enter the Subject line.
Compose the email Message in the text editor. Basic HTML is supported for formatting.
Click Send Email. The email sends immediately from your store's configured email address.

This tool sends emails immediately — there is no draft or scheduled send option. Proofread your message carefully before clicking Send Email.

🟢 Who's Online

Who's Online shows you a real-time list of visitors currently browsing your store. This includes both registered customers (shown by name if logged in) and anonymous visitors (shown by IP address).

Column	Description
Customer Name	"Guest" for anonymous visitors, or the customer's name if logged in.
IP Address	The visitor's IP address. Useful for identifying geographic location of shoppers.
Session Time	How long the visitor has been on the site in the current session.
Last Click	The last page URL the visitor viewed, updated in real time.
Last Action	Timestamp of their most recent page request.

Check Who's Online during promotions or advertising campaigns to see real-time traffic impact. A spike in visitors from a specific IP block may indicate bot traffic, which can be blocked at the server level.

💳 Auto Billing

Auto Billing manages recurring payment subscriptions for customers. If your store offers subscription products or memberships, this tool tracks billing cycles, processes recurring charges, and shows billing history.

Managing Auto Billing Accounts

Navigate to Customers → Auto Billing.
The list shows all active recurring billing accounts with customer name, billing amount, frequency, next billing date, and status.
Click a row to select it. The right panel shows billing history and account details.
Click Edit to modify billing amount, frequency, or next billing date.
Click Cancel to stop recurring billing for that customer account.

Cancelling auto billing is irreversible from the admin panel. Ensure you have communicated with the customer before cancelling their subscription to avoid service disruption issues.

🔧 Site Tools

Manage informational pages on your storefront and handle eBay product export settings.

Add / Edit Information Pages
eBay Export

📄 Add / Edit Information Pages

📸 Screenshot: Information Pages List

Information Pages are the content pages of your storefront that are not product pages — things like the Privacy Policy, About Us, Security Notice, and custom landing pages. The platform comes with several pre-configured system pages.

Information Pages List

Column	Description
ID	Unique page ID number.
Information Title	Internal name / page title.
Heading	Whether this page appears as a menu item with an Active/Inactive status toggle.
Sort Order	Controls the display order in the storefront navigation menu.

System Pages (Non-deletable)

Page Name	Purpose
Homepage	Contains the homepage meta description and SEO content.
Meta Tags: Description	Global site meta description used on pages without their own meta.
Meta Tags: Keywords	Global site meta keywords (legacy SEO).
Drawing/Contest Details	Content for your contest/drawing page if that feature is enabled.
Global Popup Notification	Content of a popup modal that can be displayed site-wide (e.g., COVID notice, sale announcement).
Custom Template: Header	Custom HTML injected into the header of every storefront page.
Custom Template: Footer	Custom HTML injected into the footer of every storefront page.
Privacy Notice	Your store's privacy policy — displayed in the storefront footer navigation.
Security Notice	Your store's security/SSL policy — displayed in storefront footer.

Adding a New Information Page

Steps to Create a Custom Page

Navigate to Site Tools → Add/Edit Pages.
Click the green + New button at the bottom right.
Enter the Information Title — this is the page title displayed at the top of the page and in the browser tab.
Enter the page Content using the rich text editor. You can write in the visual editor or switch to HTML source mode for more control.
Set the Sort Order if this page will appear in the navigation menu.
Toggle Show in Navigation to Active if you want this page linked in the storefront footer or menu.
Click Save. The page is live immediately.

Use the Custom Template: Header and Footer pages to add tracking codes (Google Analytics, Meta Pixel, etc.) site-wide without needing direct server file access. Paste the tracking JavaScript into the appropriate page content area.

Editing an Existing Page

Steps to Edit Page Content

Click the page row in the list to select it.
In the right panel, click the blue Edit button (or just double-click the page row).
The content editor opens. Make your changes.
Click Save. Changes appear on the storefront immediately.

The Privacy Notice and Security Notice are legal documents. Have them reviewed by your legal counsel before publishing. Make sure your Privacy Policy accurately reflects how you collect, store, and use customer data.

🛍️ eBay Export

The eBay Export tool allows you to export your product catalog in a format compatible with eBay bulk listing tools (Turbo Lister / File Exchange). This enables you to list your store's products on eBay from a single data export.

How to Export Products for eBay

Navigate to Site Tools → eBay Export.
Select the Category or categories you want to export (or select All).
Configure eBay-specific settings: listing duration, payment methods accepted, shipping profile.
Click Export. A CSV/Tab-delimited file is generated and downloaded.
Import the downloaded file into eBay's Seller Hub or File Exchange tool.

The eBay Export feature requires your products to have complete information (title, description, price, weight, images). Products missing required fields will be skipped or generate errors during eBay import.

⚙️ Site Settings

Control the visual appearance, modules, and regional settings of your storefront — from templates and colors to shipping, payment, and tax.

Templates
Layout Colors
Logos
Menu
Slideshow
Social Links
Homepage Modules
Shipping Modules
Payment Modules
Order Total Modules
Tax Rates, Zones & Classes
Countries, Zones & Currencies

🎨 Templates

📸 Screenshot: Templates Selection Page

The Templates page displays all available storefront design templates. Each template is shown as a thumbnail preview with your real store content. You can preview any template on your live site before activating it.

Changing Your Storefront Template

Navigate to Site Settings → Templates.
Browse the available templates. Each has three buttons: Preview, Choose, and Edit.
Click Preview to open a live preview of that template with your store's actual products and branding — without making it live.
When you find the template you want, click Choose to activate it. Your storefront immediately switches to this template.
Click Edit to customize template-specific CSS or layout files (advanced — requires web design knowledge).

Switching templates is immediate. Test the new template on a mobile device and desktop browser after switching to ensure your content displays correctly. Some templates may require logo resizing or color adjustments.

🖌️ Layout Colors

Layout Colors lets you customize the color scheme of your active template — primary colors, accent colors, button colors, link colors, and background colors — without editing any CSS code.

Changing Your Store's Color Scheme

Navigate to Site Settings → Layout Colors.
The form shows color swatches and hex codes for each color element (Header Background, Navigation Color, Button Color, Link Color, etc.).
Click a color swatch to open the color picker, or type a hex code directly (e.g., #FF5500 for orange).
Click Save. The color changes apply immediately to the storefront.
Open your storefront in another browser tab to verify the changes look correct.

Stick to your brand's official color palette (hex codes from your brand guide). Consistent colors across your website and marketing materials build customer trust and recognition.

🖼️ Logos

Upload and manage the logos and header images displayed on your storefront.

Uploading Your Store Logo

Navigate to Site Settings → Logos.
Click Browse next to the logo field (main logo, favicon, etc.).
Select your logo file from your computer. Accepted formats: JPG, PNG, GIF. For best results use PNG with a transparent background.
Recommended logo dimensions are shown on the page — follow these for the best visual result with your active template.
Click Upload to save the logo. It appears on the storefront immediately.

Always upload a favicon (the small icon shown in browser tabs). Use a 32×32px PNG of your logo or brand mark. A proper favicon significantly improves brand professionalism.

☰ Menu

The Menu manager controls the navigation links displayed in your storefront's header and/or sidebar navigation menus.

Adding or Editing Menu Items

Navigate to Site Settings → Menu.
The current menu structure is displayed. Each item has a Sort Order, Label, and URL.
To add a new menu item: click + New. Enter the Link Text (label), URL (destination), and Sort Order.
For sub-menu items (dropdowns), select the Parent Menu item when creating the new item.
To edit: click the item and click Edit in the right panel.
To remove: click the item and click Delete. Menu items that are category links are managed via Categories & Products.
Click Save after making changes.

🖼️ Slideshow

Manages the image slideshow/carousel that appears on your homepage (if enabled in your template). Each slide can include an image, a caption, and a clickable link.

Adding a Slideshow Image

Navigate to Site Settings → Slideshow.
Click + New Slide.
Upload your slide image. Check the recommended dimensions for your template (usually 1200×450px or 1920×700px depending on the template).
Enter an optional Caption / Alt Text (also important for SEO and accessibility).
Enter the Link URL — where customers go when they click the slide (e.g., a category page or special offer).
Set the Sort Order to control slide sequence.
Set Status to Active.
Click Save.

Limit your slideshow to 3–5 slides for best performance and UX. Customers rarely view slides beyond the first two or three. Large image slideshows can also slow page load speed on mobile.

📱 Social Links

Configure the social media links displayed in your storefront footer or header (Facebook, Instagram, Twitter/X, YouTube, Pinterest, etc.).

Setting Up Social Media Links

Navigate to Site Settings → Social.
For each social platform, enter your full profile URL (e.g., https://www.facebook.com/yourpagename).
Toggle each platform to Active to display its icon on the storefront.
Click Save. Icons appear in the storefront footer with links to your profiles.

🏠 Homepage Modules

Homepage Modules are content blocks displayed on your storefront homepage — Featured Products, New Products, Specials, Customer Testimonials, etc. Enable, disable, and reorder them here.

Managing Homepage Modules

Navigate to Site Settings → Homepage Modules.
Each module shows its name and Sort Order. Sort Order controls where on the homepage it appears (lower = higher on page).
Click a module to select it. Click Install Module to activate a module that isn't currently installed, or Remove to deactivate it.
Click Edit on an installed module to configure it (e.g., set how many featured products to show).

🚚 Shipping Modules

📸 Screenshot: Shipping Modules

Shipping Modules control how shipping rates are calculated and presented to customers at checkout. Available modules include:

Module	Description
UPS/FedEx/USPS	Live carrier rate lookup via EasyPost API. Shows real-time shipping quotes from UPS, FedEx, and USPS. No EasyPost account required to get rates (EasyPost account offers discounted rates).
Flat Rate	Charges a single fixed shipping fee for all orders (e.g., $5.99 standard shipping).
Free Shipping	Offers free shipping, optionally above a minimum order amount.
Per Item	Charges a fixed rate per item in the order (e.g., $1.50 per item).
Store Pickup	Allows customers to select local pickup at your physical location. No shipping charge.
Table Rate	Custom shipping rates based on order weight or order total brackets you define.
Zone Rates	Different shipping rates for different geographic zones (states, regions, countries).

Installing and Configuring a Shipping Module

Navigate to Site Settings → Shipping Modules.
Click a shipping module row to select it.
If not yet installed, click Install Module in the right panel to activate it.
Once installed, click Edit to configure module settings (e.g., for Flat Rate: enter the flat fee amount; for UPS/FedEx/USPS: enter your EasyPost API key if using discounted rates).
Set the Sort Order — this controls the order shipping options appear to customers at checkout.
To remove a module from checkout, click Remove.

For most stores, enabling UPS/FedEx/USPS via EasyPost plus a Flat Rate option covers most customers' needs. Offering Free Shipping above a minimum order amount (e.g., free shipping over $75) significantly increases average order value.

💳 Payment Modules

📸 Screenshot: Payment Modules

Payment Modules control the checkout payment options available to customers. Each module represents a different payment gateway or payment method.

Module	Description
Authorize.net Credit Card AIM	Direct Authorize.net AIM API integration for credit card processing on your site.
Authorize.net Credit Card SIM	Authorize.net SIM (hosted payment page) integration — redirects to Authorize.net for payment.
Cash	Allows "cash payment" orders — used for phone/manual orders where payment is taken offline.
Credit Card	Generic credit card module — collects card details directly on your site (requires SSL and PCI compliance).
Credit Card + Gift Card	Allows customers to pay with a combination of credit card and gift card balance.
Cash on Delivery	COD orders — customer pays upon delivery.
Check/Money Order	For customers who prefer to mail a check or money order.
iPayment	iPayment gateway integration for credit card processing.
NOCHEX	NOCHEX UK payment gateway.
PayPal Express Checkout	PayPal's express checkout button — customers pay via their PayPal account or credit card through PayPal.

Installing a Payment Module

Navigate to Site Settings → Payment Modules.
Click the payment module you want to activate.
Click Install Module in the right panel.
Click Edit to configure the module settings (API keys, account IDs, test mode toggle, etc.).
Set Sort Order to control where this option appears in the checkout payment selection list.
To test: place a test order on the storefront using the module's test/sandbox credentials.

Never enable a payment module in live mode until you have fully tested it in sandbox/test mode. Incorrectly configured payment modules can result in failed transactions and lost sales.

🧮 Order Total Modules

Order Total Modules calculate and display the various line items in the checkout order summary — subtotal, shipping, tax, discount codes, gift certificates, and grand total.

Module	Description
Sub-Total	Shows the product subtotal before shipping and tax. Always enabled.
Shipping	Displays the calculated shipping charge. Required if you charge for shipping.
Tax	Displays the calculated tax amount based on your tax configuration.
Discount Coupon	Shows the applied affiliate/coupon code discount in the order total.
Gift Certificate	Shows applied gift certificate balance deduction.
Total	Grand total line. Always enabled.

🧾 Tax Configuration

The platform has a three-part tax system: Tax Rates, Tax Zones, and Tax Classes. These work together to apply the correct tax to the correct customers and products.

Component	URL	Purpose
Tax Rates	/storeadmin/tax_rates.php	Define percentage rates (e.g., Indiana Sales Tax = 7.0%). Link each rate to a Tax Zone and Tax Class.
Tax Zones	/storeadmin/tax_zones.php	Define geographic areas where tax applies (e.g., "Indiana", "All US States", "Europe"). Each zone can include specific countries, states/provinces, or zip codes.
Tax Classes	/storeadmin/tax_classes.php	Group products by tax category (e.g., "Taxable Goods", "Exempt Items"). Assign a Tax Class to each product.

Setting Up Sales Tax (Example: Indiana 7%)

Go to Tax Zones → create a zone named "Indiana" and add Indiana (US state) to it.
Go to Tax Classes → create a class named "Taxable Goods".
Go to Tax Rates → click + New. Set Description to "Indiana Sales Tax", Rate to 7.0%, link to Tax Zone "Indiana" and Tax Class "Taxable Goods".
Save. Now go to products and set their Tax Class to "Taxable Goods". Indiana customers will automatically be charged 7% tax at checkout.

Tax laws vary by jurisdiction and change frequently. Consult a tax professional to ensure your tax configuration is compliant with nexus rules for all states/countries where you have customers or a business presence.

🌍 Countries, Zones & Currencies

Section	URL	Purpose
Countries	/storeadmin/countries.php	Enable/disable which countries customers can ship to. All countries are pre-loaded; simply toggle each on or off.
Zones	/storeadmin/zones.php	State/province lists for each country. Used in shipping and tax zone configuration.
Currencies	/storeadmin/currencies.php	Enable multiple currencies for international customers. Set exchange rates manually or use automatic rate updates.

If you only ship within the United States, disable all countries except "United States" in the Countries section. This prevents customers from entering invalid international shipping addresses.

🔩 Site Configuration

Configure all global store settings including store identity, limits, image sizes, customer settings, shipping rules, and advanced integrations.

My Store
Min/Max Values
Images
Customer Details
Shipping/Packaging
Product Listing
Stock
Advanced Settings

🏪 My Store

📸 Screenshot: My Store Configuration

My Store contains the core identity and operational settings for your store. Each setting can be edited by clicking the row and then clicking Edit in the right panel.

Setting	Description & Recommended Value
Store Name	Your store's name as it appears in email subjects and the browser title bar. Keep it concise (e.g., "Pro-Active Music Store").
Store Page Title	The HTML page title for the storefront homepage. Shown in search engine results. Include your primary keyword (e.g., "Pro-Active Music — Guitars, Amps & Accessories").
Store Owner	The name shown as "From" in system emails to customers.
Store Open	True/False. Set to False to display a "Store Closed" message to customers while you perform maintenance. Admin panel remains accessible.
E-Mail Address	The email address where customer inquiries and order notifications are sent to you.
E-Mail From	The "From" email address shown to customers when they receive system emails. Should match your domain (e.g., orders@yourdomain.com).
Country	Your store's home country — used as default in address forms and shipping calculations.
Zone	Your store's home state/province — used for tax nexus determination.
Expected Sort Order	How Products Expected items are sorted: desc (newest expected first) or asc (soonest expected first).
Send Extra Order Emails To	Additional email addresses (comma-separated) that receive a copy of every new order notification. Format: "Name<email@domain.com>"
Allow Guest Accounts	True = customers can checkout without creating an account. False = account creation required. Recommended: True for higher conversion rates.
Display Cart After Adding Product	True = cart page shown immediately after adding item. False = customer stays on product page. Recommended: True.
Allow Guest To Tell A Friend	True/False — enables the "Tell a Friend" sharing feature for guest visitors.

Set up "Send Extra Order Emails To" with your warehouse/fulfillment email address so they automatically receive new order notifications without needing admin panel access.

📏 Minimum & Maximum Values

Section	URL	Controls
Minimum Values	/storeadmin/configuration.php?gID=2	Minimum characters for customer fields: First Name, Last Name, Date of Birth, Email Address, Street Address, City, Phone, Password, Credit Card CVV, etc.
Maximum Values	/storeadmin/configuration.php?gID=3	Maximum characters for fields AND pagination limits: products per page in admin, address book entries per customer, order history per page, items in cart, etc.

How to Edit a Min/Max Value

Navigate to Site Configuration → Minimum Values (or Maximum Values).
Click the setting you want to change.
Click Edit in the right panel.
Enter the new value in the Value field.
Click Save.

🖼️ Images

Controls the automatic image resizing dimensions for all product and category images when uploaded through the admin panel.

Setting	Description
Small Image Width / Height	Thumbnail size used in category listings and search results. Recommended: 240×240px.
Medium Image Width / Height	Product detail page main image size. Recommended: 640×640px.
Large Image Width / Height	Full-size zoom image. Recommended: 1200×1200px or 0×0 to preserve original size.
Category Image Width / Height	Category page header image dimensions. Set to match your template's category image area.
Calculate Image Size	True = platform uses image width/height tags in HTML for layout. Recommended: True.

Changing image dimensions does not automatically resize existing product images — it only applies to newly uploaded images. If you change image dimensions, you'll need to re-upload product images to get them resized at the new dimensions.

👤 Customer Details

Controls what information is collected from customers during account creation and checkout.

Setting	Options & Description
Gender	True/False — collect customer gender during registration.
Date of Birth	True/False — collect birth date (useful for age-restricted products or birthday promotions).
Company Name	True/False — include company name field in address forms.
Suburb / State	True/False — include suburb or state fields in addresses.
Fax Number	True/False — show fax number field in address forms (rarely needed in modern ecommerce).
Newsletter checkbox	Default True/False — pre-set state of newsletter opt-in checkbox during checkout.

📦 Shipping & Packaging

Setting	Description
Country of Origin	Your shipping origin country — used for carrier rate calculations.
Postal Code	Your warehouse/store postal code — required for real-time carrier rates (UPS/FedEx/USPS).
Weight Unit	lbs or kgs — must match the weight values entered on your products.
Tare Weight	Additional packaging weight added to each product's listed weight for shipping calculation.
Larger Boxes	True/False — allow the system to suggest larger boxes for multi-item orders.

Enter your exact warehouse zip code in the Postal Code field. This is critical for accurate real-time shipping rate calculations. An incorrect zip code will cause shipping rate discrepancies.

📋 Product Listing

Controls how products are displayed on category and search result pages in the storefront.

Setting	Description
Products per Row	How many product tiles display per row in grid view (typically 2, 3, or 4).
Products per Page	How many products show per page before pagination kicks in.
Show Sort Order	True/False — show the product sort dropdown on category pages.
Default Sort Order	Default sorting: by name, price, model, or date added.
Show Product Count	True/False — show the number of products in each category in the navigation menu.

📊 Stock

Setting	Options & Description
Check Stock Level	True = system prevents customers from adding more items than available in stock. False = allow unlimited quantity regardless of stock.
Subtract Stock	True = deduct stock quantity from inventory when an order is placed. False = stock levels remain unchanged after orders.
Allow Checkout when Out of Stock	True = customers can still order out-of-stock items (backorder). False = items are removed from cart if out of stock.
Stock Re-Order Notification	True/False — send an email notification when product stock falls below the re-order level.
Stock Re-Order Level	The quantity threshold that triggers a low-stock notification (e.g., 5 = notify when stock reaches 5 units).

For physical product stores, set Subtract Stock = True and Check Stock Level = True. This prevents overselling and keeps your inventory counts accurate. Set a Stock Re-Order Level appropriate for your lead time (e.g., if your supplier takes 2 weeks and you sell 10 units/week, set re-order level to 20).

🛠️ Advanced Configuration Settings

Section	URL	Purpose
eBay Export Config	/storeadmin/configuration.php?gID=10	Configure eBay export defaults: Listing Type, Duration, Condition, PayPal email for eBay payments.
Infosync	/storeadmin/configuration.php?gID=11	Settings for data sync integrations with third-party systems.
Drawings/Contests	/storeadmin/configuration.php?gID=12	Configure contest/drawing settings: eligible products, entry rules, and drawing frequency.
Scheduler	/storeadmin/scheduler.php	Set up automated tasks (cron jobs) to run at scheduled intervals: feed updates, email campaigns, etc.
Auto Billing Config	/storeadmin/configuration.php?gID=14	Settings for recurring billing: payment method, retry attempts on failure, notification emails.
Staff Bios	/storeadmin/staff_bios.php	Create staff profile pages displayed on the storefront "Meet Our Team" or staff directory pages.

📈 Statistics

Analyze store performance with detailed reports on product popularity, sales data, customer behavior, cart abandonment, and a full audit trail.

Products Viewed
Products Purchased
Customer Orders (Total)
Unsold Carts
Conversion Rates
Order Statistics
Audit Trail

👁️ Products Viewed

📸 Screenshot: Products Viewed Statistics

Shows a ranked list of all products by total page view count. This is the same data shown on the Dashboard but paginated with all 15,000+ products available to browse.

Column	Description
No.	Rank from most to least viewed.
Products	Clickable product name.
Viewed	Total cumulative view count since the stat was first tracked.

Cross-reference Products Viewed with Products Purchased to identify high-view / low-purchase products. These are candidates for better product descriptions, improved pricing, or A/B testing.

💰 Products Purchased

Shows all products ranked by total units sold. Use this report to identify your best-sellers and ensure you maintain adequate inventory levels for high-performing products.

Column	Description
No.	Rank from most to least purchased.
Products	Product name with clickable link.
Purchased	Total units sold across all orders.

Your top 10 best-sellers should always have robust stock levels. Consider setting up a Promoted Product or Special for your top sellers to maximize their visibility and revenue contribution.

📊 Customer Orders (Total)

Shows a ranked list of customers by total lifetime order spend. Useful for identifying your most valuable customers for loyalty programs or special treatment.

Column	Description
Customers	Customer name (first and last).
Number of Orders	Total orders placed by this customer.
Order Total	Cumulative dollar amount spent across all orders.

🛒 Unsold Carts

Shows shopping carts that were created but never completed (abandoned carts). For each abandoned cart you can see the customer, the items they had, and the total value. This is critical data for cart abandonment recovery.

Using Unsold Cart Data for Recovery

Navigate to Statistics → Unsold Carts.
Review the list — identify customers with high-value abandoned carts.
For logged-in customers (shown by name), you can use Customers → Send an Email to send them a personalized recovery email.
Consider offering a discount code in your recovery email to incentivize completion of the purchase.
Note the most commonly abandoned products — they may indicate pricing issues, shipping cost concerns, or checkout friction.

Cart abandonment rates in ecommerce typically range from 60–80%. Even recovering 5–10% of abandoned carts through follow-up emails can significantly increase monthly revenue. Make this a weekly habit.

📉 Conversion Rates

Shows the ratio of visitors who completed a purchase versus total visitors. Conversion rate is one of the most important metrics for measuring ecommerce performance.

Metric	What It Means
Sessions	Total visitor sessions in the time period.
Transactions	Number of completed orders.
Conversion Rate	Transactions ÷ Sessions × 100. Industry average is 1–3%.

A conversion rate below 1% indicates significant friction in the shopping experience. Common causes: confusing navigation, too few payment options, high shipping costs, lack of trust signals (reviews, security badges), or a slow-loading site. A conversion rate above 3% is excellent.

📅 Order Statistics

Provides a date-based summary of orders — total orders, total revenue, and average order value — grouped by day, week, month, or year. Use this for revenue tracking and financial reporting.

Generating an Order Statistics Report

Navigate to Statistics → Order Statistics.
Select the desired date range (current month, last 30 days, custom range).
Select the grouping: Daily, Weekly, Monthly, or Yearly.
Click Generate Report. The table populates with order counts and revenue totals.
To export for accounting: use the Order Information → Export Orders feature filtered by the same date range.

📜 Audit Trail

The Audit Trail records every significant action performed in the admin panel — who did what and when. This is your complete activity log for compliance, troubleshooting, and accountability.

Column	Description
Date/Time	Exact timestamp of the action.
Admin User	Which admin account performed the action.
Action	Description of what was done (e.g., "Product Updated: Guitar Model XYZ", "Order Status Changed to Shipped").
IP Address	The IP address of the admin at the time of the action.

Review the Audit Trail regularly, especially if multiple staff members have admin access. It helps identify who made specific changes and diagnose issues like accidental product deactivations or price errors.

The Audit Trail cannot be edited or deleted by admin users. It is a read-only log maintained by the platform for security and accountability purposes.