Admin Panel User Guide

Posted on Dec 23, 2013

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Learn about all the top tips and short cuts on how to update and make changes to your website including images and content in simple and easy to use steps.

Top Tips

  • Always open your admin panel and your website page in 2 separate windows so that when you update your website in your admin panel, you can see the changes on your website by clicking refresh
  • Always press the Update Button once you have made all of your changes to your website page so that your website is updated

Notices

  • Please note that the admin panel is for editing your website content. This means that you have access to your admin panel to update your images and content only unless otherwise stated
  • Should you require design changes, fees are applicable and will be quoted accordingly
  • Not all features below will apply to your website

The Basics

This includes the basic options for updating your website.

How to Edit a Page

1. Click ‘Page’ (on the left hand menu)

2. Select your page to edit

3. Here you can edit the title or the content in your main content area box

4. Press the update button on the right once you have completed your changes

Important – Please ensure your content area is set to visual not text!

How to Add a New Page

1. Click ‘Page’ (on the left hand menu)

2. Click ‘Add New’

3. Add your title and content for the page

4. Finally click ‘Update’ to make the page go live online

Add New Page to Menu

1. Hover over appearance and click ‘menu’ (on the left hand menu)

2. At the top of the page select your menu to edit

3. Under the pages box on the left hand side click ‘View All’ to view all pages’

4. Check the box of the page you wish to add then click ‘Add to Menu’

5. It will then appear in your menu list where you can drag and drop to organise

6. Finally press ‘Save Menu’ and you are complete

How to Add a Slider, Post, or Gallery Images

1. Click ‘Posts’ (on the left hand menu)

2. Enter your slider, post, or image title in the top white box

3. Then go to the categories box on the right hand side and tick the category for it to display in

4. Then ‘Set Featured Image’ to add an image for your slider, post, or image itself

5. Finally click ‘Update’ to make the change go live online

How to Edit a Slider, Post, or Gallery Images

1. Click ‘Posts’ (on the left hand menu)

2. Underneath each slide, post, or image appears a small ‘edit’ button to click

3. Make your changes

4. Finally click ‘Update’ to make the change go live online

How to Re-Order Images/Sliders/Posts?

1. Click ‘Posts’ (on the left hand menu)

2. Click ‘Categories’ (that appears under post in the left hand menu)

3. Select your chosen category (slider/post/gallery)

4. Click on ‘Quick Edit’ that appears when you hover over your chosen image/slider/post and edit the date. Most recent dates make your image/slider/post appear closer to the top or first, whereas earlier dates make your image/post/slider appear later.

Adding Media (images) to Your Website Library

1. Click ‘Media’ (on the left hand menu)

2. Click ‘Add New’

3. Click ‘Select Files’ (therefore choosing the images you wish to add to your site)

4. You’re now complete, you can now add your image to anywhere on your website by visiting the page where you want your image to go.

Important – To add a featured image, select ‘Add Featured Image’ round in the right hand bottom corner of your admin page.

How to Edit your Blurb/Snippets on your Homepage (often: about, gallery, contact us)

1. Click ‘Page’ (on the left hand menu)

2. Select the page with the same title as your blurb

3. Within the content area (where your text is), move the code <!—more–> to the position where you want the text to cut off. So everything before this code is shown and anything after is stopped.

4. Click ‘Update’ and you’re complete!

How to Add/Edit the Testimonials

1. Click ‘Testimonials’ (on the left hand menu)

2. Here, you can edit an existing testimonial or add a new one by click ‘Add New’ at the top of the page

3. If you want a logo or image displayed make sure you select ‘Add a Featured Image‘ found in the bottom right hand corner of the site

4. Click ‘Update’ and you’re complete!

*Please note – if your website theme doesn’t include the testimonial option on the home page you will have to add the testimonial shortcode to a new page. You can find the testimonial shortcode by clicking ‘all testimonials’, here you’ll see the shortcode in the table.

How to Add a New User

1. Click ‘Users’ (on the left hand menu)

2. Click ‘Add New’

3. From here you can complete the displayed details and user ‘role’ for their access level.

Add Favicon

1. Click ‘Appearance’ then ‘Theme Options’ (on the left hand menu)

2. Click ‘Upload’ under Favicon to upload your Favicon

3. Once uploaded Scroll down to the bottom of the page and click ‘Save’

4. Now you are complete

Add Links

1. Go on the page you wish to add your link (on the left hand menu)

2. Highlight the text you want to link

3. Click on the 10th icon on the tool bar above the text area

4. Type in the link and Title of your link 5. Click ‘Add Link’ and Update your page and you’re complete

Editing Footers & Sidebars with Widgets

1. Click Appearance (on the left hand menu)

2. Click ‘Widgets’

3. Here you will find a number of Widget Features you can add to your site including:

  • Archives
  • Custom Menu
  • Adverts
  • Logos
  • Recent Posts
  • Site Search
  • Product Search
  • More

4. Edit as you require, then drag the option into the area you wish to add it to a click ‘Save’

 

Ecommerce Websites

This section includes the basics of creating categories and adding products.

Add Categories

1. Click ‘Products’ (on the left hand menu)

2. Then select ‘Categories’

3. Add the ‘Name’ and other recommend details

4. Then you can add your products to these categories when you add your products

Add a Product

1. Click ‘Products’ (on the left hand menu)

2. Select ‘Add Product’ (at the top of the page)

3. Then add your product title in the first white entry field

4. Add your product description in the second entry field

5. Tick the correct ‘Product Category’ that your product should appear in (on the right hand side)

More Details (Product Data)...

1. Select ‘Simple Product’ if there are no size variables and enter your product price where indicated

2. Select ‘Variable Product’ when there are multiple sized products, e.g. shoes

3. ‘Inventory’ allows you to display if a product is in stock or not

4. Also edit your shipping details here

6. ‘Featured Image’ in the bottom right hand corner displays your product image, so click here and follow the steps to add your product image.

7. Add ‘Product Short Description’ by scrolling to the bottom white entry box to add your description

8. Click ‘Update’ and your product has been added to your website

Enable Homepage 'Display Special Offers'

1. Hover over ‘Appearance’ and click ‘Theme Options’ (on the left hand menu)

2. Next to the logo ePanel, click the tab ‘Homepage’

3. Go to the Option and click on the ‘This is Disable’ to Enable

4. Finally scroll to the bottom and click ‘Save’

Enable Homepage 'Display Products on Sale'

1. Hover over ‘Appearance’ and click ‘Theme Options’ (on the left hand menu)

2. Next to the logo ePanel, click the tab ‘Homepage’

3. Go to the Option and click on the ‘This is Disable’ to Enable

4. Finally scroll to the bottom and click ‘Save’

Enable Homepage 'Display New Products'

1. Hover over ‘Appearance’ and click ‘Theme Options’ (on the left hand menu)

2. Next to the logo ePanel, click the tab ‘Homepage’

3. Go to the Option and click on the ‘This is Disable’ to Enable

4. Finally scroll to the bottom and click ‘Save’

Enable Homepage 'Display Client Logos'

1. Hover over ‘Appearance’ and click ‘Theme Options’ (on the left hand menu)

2. Next to the logo ePanel, click the tab ‘Homepage’

3. Go to the Option and click on the ‘This is Disable’ to Enable

4. Finally scroll to the bottom and click ‘Save’

 

WooCommerce – Ecommerce System

This section includes features such as Orders, Reports, Currency, Tax, Product Display and more.

View Orders

1. Click ‘WooCommerce’ (on the left hand menu)

2. Click ‘Orders’, here you can view any orders that have been processed through your website

View Reports

Here you can view Sales, Coupons, Customers, and Stock

1. Click ‘WooCommerce’ (on the left hand menu)

2. Click ‘Reports’ to view analysis of your customers and sales

Coupons

Here you can create Coupons for your customers

1. Click ‘WooCommerce’ (on the left hand menu)

2. Click ‘Coupons’ and ‘Add Coupon’ then add: coupon description, discount type (% or £), add the value within the box below listed ‘Coupon Amount’. Then enter the remaining fields that apply and click ‘Publish’

 

WooComerce > Settings

How to get to Settings

1. Click ‘WooCommerce’ (on the left hand menu)

2. Click ‘Settings’ – please review and update accordingly. Please note – these are preset by Pava Web Design and typically do not need to be edited

General

Here you can edit:

  • Location
  • Currency
  • Allowed Countries
  • Specific Countries
  • Store Notice for top of website
  • Coupons
  • Checkout Options
  • Registration Options
  • Customer Account Options
  • Basket Colours – ‘Styles’
  • Access Restriction

*Ensure you always ‘Save Changes’

Catelog

Here you can edit:

  • Product Sorting
  • Shop Page Display
  • Category Display
  • Add to Cart Options
  • Product Columns
  • Products Per Page
  • Display Product Details
  • Product Fields
  • Weight & Dimensions
  • Product Ratings
  • Pricing Options
  • Image Options

*Ensure you always ‘Save Changes’

Pages

Here you can edit shop pages, typically this should be left to Pava Web Design as these are advanced settings.

*Ensure you always ‘Save Changes’

Inventory

Here you can edit:

  • Manage Stock
  • Hold Stock
  • Notifications
  • Low Stock Threshold
  • Out of Stock Threshold
  • Out of Stock Visibility
  • Stock Display Format

*Ensure you always ‘Save Changes’

Tax

Here you can edit:

  • Enable Taxes
  • Display Tax Prices
  • Calculate Tax Base On
  • Default Customer Address
  • Shipping Tax Class
  • Display Tax During Check Options

*Ensure you always ‘Save Changes’

Shipping

Here you can edit:

  • Shipping Options
  • Shipping Methods

*Ensure you always ‘Save Changes’

Payment Gateways

Here you can edit Payment Options which include:

  • *PayPal
  • Cash on Delivery
  • Direct Bank Transfer (Manual – Offline)
  • Credit Card
  • Cheque Payment

*Ensure you always ‘Save Changes’

Emails

Here you can edit:

  • Email Sender Options
  • Email Template to Customer

*Ensure you always ‘Save Changes’

Integration

Here you can edit:

  • Google Analytics
  • Tracking Code

*Ensure you always ‘Save Changes’

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