This tutorial covers the core areas to effectively manage a Loaded Commerce website. This includes how to manage user groups, how to manage customers, how to manage manufacturers, how to manage product categories, how to manage product options and how to manage products in Loaded Commerce.
Further reading
How to install Loaded Commerce
Loaded commerce configuration and branding
How to Manage User Groups in Loaded Commerce
This tutorial will review the management of user groups in Loaded Commerce. This is a useful feature that will allow you to group different users on your website together, allowing them certain permissions for your website.
There are two types of user groups that you can create. The first one is for the customers on your website and the second is for the administrators of your website. We will review them both so you can get a better understanding of the options they offer.
The User Group Management in Loaded Commerce includes:
- 1. Customer User Groups
- 2. Administrator User Groups
Further reading
How to install Loaded Commerce
Loaded commerce configuration and branding
Customer User Groups
The customer user groups will allow you to provide discount to a number of customers on your website at the same time. This is an excellent feature that allows you to group valued customers together. To create or manage such user groups, you need to access the administrative dashboard of your website first. Click on the Customers tab on the left side menu.
Select the Customers Groups from the menu on the right side of the screen.
The system will display all of the available customer groups on your website. Click on the New Group button at the top of the screen to create a new one.
Edit the following details:
- Group Name: Enter the name of the new customer group
- Baseline Discount: Enter a discount for the new customer group
You also have the ability to edit or remove existing customer groups from your website. From the list of available customer groups, you will notice the Edit and Delete options next to each group.
Administrator User Groups
The second user group management feature allows you to create additional administrative accounts on your website. If you have a number of employees that require access to your website for different purposes, you will be able to provide such accounts for them. You will also be able to specify the access/edit rights they have on your website.
To manage such groups, you need to access the administrative dashboard on your website. Click on the Settings button at the right side menu.
Click on Setup ? Administrator and then the Groups option.
To create a new administrative group on your website, simply click on the Add Group button at the top.
Enter the name of the new user group and specify the permissions it will have on your website.
Click on the Save button to keep the changes and create the new user group. This will bring you back to the group manager, which displays the existing administrator groups on your website.
You will be able to Edit or Delete existing groups directly from there.
Further reading
How to install Loaded Commerce
Loaded commerce configuration and branding
How to Manage Customers in Loaded Commerce
This tutorial will provide an insight review of the customer management in Loaded Commerce. This is a useful feature, as you need a way of reviewing or editing the existing customers on your website.
To access the Customers Manager, you need to first log in as administrator on your website. From the dashboard, simply click on the Customers button at the left side menu.
The customers management in Loaded Commerce includes:
- 1. Create Customers
- 2. Edit Customers
- 3. Remove Customers
Create Customers
To create a new customer account on your website, you need to access the Customer Manager. From there, simply click on the New Customer button at the top of the page.
Enter the following details for the new customer on your website:
- First Name - Enter the first name of the customer;
- Last Name - Enter the last name of the new customer;
- E-Mail Address - Enter a valid email address for the new customer;
- Newsletter - You can choose if the customer should be added to the mailing list for the newsletter of your website;
- Password - Set a password for the new customer;
- Confirmation - Enter the password twice for verification;
- Customer Group - Set the group of the new customer;
- Active - Activate the new customer.
Edit Customers
You also have the ability to edit the existing customers on your website. When you access the Customers manager, you will be able to see a list of all registered customers on your website. From the list, you will notice a number of icons in the action section next to each customer. Click on the Edit button next to a customer that you wish to edit.
Make the changes on the new user and click on the Save & Close button to accept the change.
Remove Customers
To remove a customer from your website, you simply need to access the Customers Manager again. Select the customer that you wish to remove and then choose the Delete option.
Further reading
How to install Loaded Commerce
Loaded commerce configuration and branding
How to Manage Manufacturers in Loaded Commerce
This tutorial will review the process of managing the manufacturers on your website. This will be used when you create new products on your website, as you will be able to select their manufacturer easily.
To access the manufacturer manager in Loaded Commerce, you first need to log in as administrator. Click on the Products tab on the left side menu first.
Select Manufacturers from the right side menu.
To Manage Manufacturers in Loaded Commerce, you are able to:
- 1. Create Manufacturer
- 2. Edit Manufacturer
- 3. Remove Manufacturer
Create Manufacturer
To create a new manufacturer, access the manufacturer manager in Loaded Commerce. The system will list all of the current manufacturers on your website. Click on the New Manufacturer button at the top of the list to create one.
Edit the following details for the new manufacturer:
- Name - Enter the name of the manufacturer;
- Image - Upload a logo for the new manufacturer;
- URL Address - Enter the website of the manufacturer.
Edit Manufacturer
To edit existing manufacturers on your website, you simply need to access the manager again. You will notice a list of all created manufacturers on your website. Next to each one of them, you will notice an Edit button that will allow you to change it's details.
Change the details that you wish to change for the manufacturer and click on the Save button to keep them.
Remove Manufacturer
Access the manufacturer manager and locate the list of all existing manufacturers on your website. Locate the one that you wish to remove from your website and click on the Remove button next to it.
The system will request a confirmation of the removal, and then delete the record for the manifacturer completely.
Further reading
How to install Loaded Commerce
Loaded commerce configuration and branding
How to Manage Product Categories in Loaded Commerce
Loaded Commerce allows you to create different product categories on your website. This will make it easier to group a number of products together, following certain criteria. For example, if you are selling clothes on your website, you may want to group them by gender. You can also create sub-categories, such as Shirts, Shorts, Coats, etc.
The category manager is quite intuitive and easy to use. You need to log into the administrative area of your website and click on the Content item on the left side menu.
Click on the Products category in order to access it's contents.
By default, the Products category will include two sub-categories - Men and Women. You can edit any of them via the Edit button next to the category. You can also access the category and create or manage the existing ones, by clicking on it's name.
Of course, you can simply remove an existing category that you do not need and create a new one instead.
Further reading
How to install Loaded Commerce
Loaded commerce configuration and branding
How to Manage Product options in Loaded Commerce
This tutorial will review the process of managing the available options for products on your Loaded Commerce website. For example, you can create options, such as a Color, Size and much more and then assigned them for products on your website. This is a good way of creating the available options for your products first and then simply assigning them when you create the actual products.
To access the Product Options manager, you need to access the administrative dashboard of your website first. Click on the Products tab from the left side menu.
Select the Options Manager option on the right side menu.
To create a new option, you need to click on the New Group button at the top of the screen.
Edit the following options for the new options group:
- Name - Enter the name of the new options group;
- Display Module - Choose the type of the new options group, such as a drop down, text field, etc;
- Sort Order - Enter a sort order number for the new options group.
When you complete the fields in question, you need to click on the Save button. This will create the new options group. Click on it's name from the list of available options groups in order to add options to it.
To add a new option to the group you created, simply click on the New Variant button at the top.
Enter the option details as follows:
- Name - Enter the name of the option;
- Sort Order - Enter a sort order number for the new option in the created group.
You can add as many options to the group you created. This will allow you to configure all of the options that you wish to use on the products of your website.
Further reading
How to install Loaded Commerce
Loaded commerce configuration and branding
How to Manage Products in Loaded Commerce
This tutorial will review the products management in Loaded Commerce. This is the most important part, as it will allow you to sell online, using the application.
First, you need to access the product manager on your Loaded Commerce website. Simply log in as administrator and click on the Products button from the left side menu.
You will see a list of all products available on your website. There is a set of action buttons next to each product, which will allow you to edit, clone or remove products from your website. However, if you wish to create a new one, simply click on the New Product button at the top.
The system will require a lot of information for the new product, to ensure that it is set properly on your website. This is a good feature that allows you to provide as much details for the product as you wish. Edit the following tabs:
- Content - Enter the main details of the new product, such as name, description, URL, etc.;
- Data - Edit the manufacturer of the new product, the model, etc.;
- Options - Edit Product Options, such as a coloer, size, etc.;
- Pricing - Edit the base price of the new product, any discounts for Customer Groups, etc.;
- Shipping - Set up the weight of the new product and the shipping rules for it;
- Relationships - Set the Product Category so you can group it with similar ones.
Don't forget to Save when you are done so your product's configuration is preserved.
