Once you've logged into your Volusion store's admin area, you'll arrive at the dashboard. You can navigate from this page to any other admin area page by using the tabs at the top of the screen. These tabs contain links to all the pages you'll need to set up and configure your store.



Simply mouse over and select from the options in the menu bar to access a specific admin area page.

 

Navigating the Admin Area

The admin area is divided into seven sections.

Orders

This section  provides access to new and past orders from customers as well as functions such as RMA processing, phone order generation and point of sale checkout.

Inventory

This section features all settings required to configure products in your store. It also includes the products database table, the import / export functions and vendor and warehouse settings.

Marketing

This section allows you to create special marketing elements for your store. You can also add discounts, coupons, and newsletters and access SEO functions..

Customers

This section allows you to view and manage information for customers and administrators, as well as set up and administer the customer relations management system.

Reports

This section allows you to create reports for sales financials and marketing ROI.

Design

This section allows you to customize your store's look and feel, including your logo, template and even the store's HTML and CSS files.

Settings

This section allows you to configure your store's logistics, such as shipping provider integrations, shipping rates, slaes tax, payment options and more.

Managing the Dashboard

Upon logging in to the admin area, you'll arrive at the dashboard by default. If you navigate away from it, you can return at any time by clicking the link above the admin area menu bar in the top right corner.



If you've previously used V5, you'll notice the difference in the design. Winter '09 was designed for simplified navigation and displays helpful elements such as a quick glance performance box on the left side. This displays total orders and sales for your store and an updated to do list. The dashboard also provides access to charts, graphs, and reports, which you can configure for quick and immediate access to specific store data.

Dashboard Item -Types

IF you haven't configured any dashboard widgets , you'll first see "Add Item" upon logging in.



If you've configured one or more widgets, you can access this option by clicking +Add Chart in the top right corner.

You can use this menu to add items to your store's dashboard based on any of the following eight item types:

Top Categories

This item reports on the most heavily-browsed categories within your selected date range.

Top Products

This item reports on the most heavily-browsed products within your selected date range.

Top Selling Products

This item reports on the top-selling products within your selected date range.

Orders by Payment Amount by Date Range

This item reports on order payment totals within your selected date range.

Orders by Order Count by Date Range

This item reports on total orders placed within your selected date range.

Orders by Day

This item reports on daily order number totals within your selected date range.

Orders by Month

This item reports on monthly order totals within your selected date range.

RSS Feed

This item displays any RSS feed accessible online, such as news, weather or financial reports. This is a new Winter '09 dashboard report feature.

Dashboard Item Settings

All dashboard items except RSS Feed utilize the same configuration settings.

Report

This setting allows you to choose which of the eight dashboard item types you'd like to display.

Date Range

To report information based on a specific time period, choose an option from this drop-down menu.

Chart Type

This setting offers data display options of bar graph, pie chart, or simple data chart, as well as chart size display options.

Compare to Previous

This creates a dashboard report as a comparison between current results and prior results based on your selected date range.

Column/Row

This setting allows you to define the location of your dashboard item on the dashboard page.

Editing and Deleting Dashboard Items

Once you've created a dashboard item, you can edit it's settings simply by clicking Edit in the top right corner of the item. Here, you can make and save changes, or use Delete to remove the item from your dashboard.


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