Ordering System

Online Ordering System Documentation

Table of Contents
Direct Fasteners Online Ordering System Documentation ................................................. 3 Customer Interface .......................................................................................................... 3 Searching for products ................................................................................................ 3 Browsing by category.................................................................................................. 4 Adding items to your cart............................................................................................ 5 Checking out with PayPal ........................................................................................... 7 Administration Interface ................................................................................................. 8 Logging in ................................................................................................................... 8 Managing Products...................................................................................................... 9 Managing Suppliers................................................................................................... 11 Managing Categories................................................................................................. 11 View Site ................................................................................................................... 11 Logging Out .............................................................................................................. 12 Appendix A: Uploading product images....................................................................... 13

2

Direct Fasteners Online Ordering System Documentation
Customer Interface
Searching for products
1. Under the Search heading in the left-hand menu, select the type of search that you wish to perform from the drop down list. 2. In the text box above the search type, enter the search criteria. 3. Click the Search button. 4. If any products matching your search criteria are found, they will be displayed in the center column of the screen. If no matching products are found, you can try changing your criteria and searching again, or try browsing for products by category.

3

Browsing by category
1. Below the Search section in the left-hand menu, a list of available product categories is displayed. By clicking any of the defined categories, all of the products in that category will be displayed.

4

Adding items to your cart
1. There are two ways to add items to your shopping cart: a. Located under each product that matched your search criteria is a link titled Add to Cart. Clicking this link will add the product to your shopping cart. b. Another way to add products to the cart is using the Quick Add feature. If you know the Direct Fasteners product number for the item you wish to purchase, you can type that number and the desired quantity in the text boxes located within the Quick Add section. 2. After adding a product to your cart, you will be directed to the shopping cart page. 3. The shopping cart will display the Direct Fasteners product ID, product name, unit price, and quantity. a. To increase the quantity of a particular product located within the cart, the Quick Add feature, located at the bottom of the screen, can be used as described in Step 1b.

5

6

Checking out with PayPal
1. When you are ready to checkout, clicking the Checkout With PayPal will direct you to PayPal’s website where you can complete the transaction in one of the following three ways: a. Using your PayPal account b. Creating a new PayPal account c. Paying with a credit card, with using a PayPal account 2. Follow the on-screen instructions provided by PayPal to make your payment and complete the transaction. 3. A receipt with you order confirmation will be e-mailed to you by PayPal. 4. If further assistance is need, PayPal’s help center can be accessed through their website.

7

Administration Interface
Logging in
1. The administrative interface for the store can be accessed at http://directfasteners.net/dfstore/admin.php 2. There will be a login prompt where you can enter your username and password (these are case-sensitive). 3. Once you have logged in, you will be able to access the administration panel. A menu will be displayed that allows you to perform the following tasks: a. Manage Products b. Manage Suppliers c. Manage Categories

8

9

Managing Products
In the Manage Products section, the following actions can be performed. Adding new products 1. In the text boxes at the top of the screen, enter the corresponding information for the product to be added. 2. Clicking the Add/Update Product button will add the product to the database if no product with that ID currently exists. Otherwise, the product with the specified ID will be updated with the new information. Note: Product images are uploaded to the server via FTP, not through the administration panel. Please see Appendix A for more details. Editing Products 1. In the list of existing products, clicking the Edit link located in the Actions column will allow you to edit that product’s information. 2. The product information will automatically be copied into the data entry form, where you can make the desired changes and then click the Add/Update Product button to apply them. Removing products 1. In the list of existing products, clicking the Remove link located in the Actions column will automatically remove that product from the database. (Warning: Clicking REMOVE is a one time function. There is no prompt asking for verification of your decision. Make sure you have chosen the right Product before clicking REMOVE.) Adding supplier numbers 1. Supplier numbers for a specific product can be added by clicking the Suppliers link in the Actions column. 2. The data entry form provided will allow you to select a supplier name from the list of suppliers and to enter the corresponding product number for that supplier.

10

Managing Suppliers
In the Manage Suppliers section, the following actions can be performed. Adding suppliers 1. Type the name of the supplier into the provided text box 2. Clicking Add Supplier will add the new supplier to the database. Removing suppliers 1. Clicking the Remove link in the Actions column will remove the corresponding supplier from the database. (Warning: Clicking REMOVE is a one time function. There is no prompt asking for verification of your decision. Make sure you have chosen the right Supplier before clicking REMOVE.)

Managing Categories
Adding categories 1. Type the name of the category into the provided text box 2. Clicking Add Categories will add the new supplier to the database. Removing categories 1. Clicking the Remove link in the Actions column will remove the corresponding category from the database. (Warning: Clicking REMOVE is a one time function. There is no prompt asking for verification of your decision. Make sure you have chosen the right Categories before clicking REMOVE.)

View Site
Clicking the View Site button will open the start page for the online ordering system in a new window so that you can view changes without leaving the administration panel.

11

Logging Out
You can logout from the administration panel in the following ways: Clicking the Logout link will log you out and return you to the login screen. Closing your browser will also end your session.

12

Appendix A: Uploading product images
If your product images are in a format other than JPG, you will need to convert them. This can be accomplished by opening the file in almost any image manipulation program and then saving a copy in JPG format, ending in the .jpg extension. The file name should follow the format productID.jpg, where productID is the Direct Fasteners product number product depicted. For example, the image for product 7001 should be named 7001.jpg. It is important that the filename for the image be set correctly, as this is how the system matches products to their corresponding image file. You can use an FTP client, or any other file transfer method supported by your web hosting service, to upload product images for use by the ordering system. Product images are stored in the dfstore/images/products subdirectory on your web server. If you do no have an FTP client installed on you system, we recommend FileZilla. It is a free program which can be found at the website below: http://filezilla-project.org/ If you need an image manipulation program to convert product images to JPG format, we recommend IrfanView, a free program which can be found at the address below: http://www.irfanview.com/

13