Modifying Content Directly On The Site

Inventory item, descriptions, prices, and categories (menus) are managed from your accounting program, or the Gateway program. However, there are several sections of the EverTRX site that you will change by logging into the site like a customer would, only you use a special "system web user" ID. These include the page header, footer, category information, sidebar, and even parts of the Show Cart pages and My Account page.

Note that common sections will repeat on every page (e.g. the page header), and others only show on a single page (like the My Account page sections).

When logged in this way, you'll notice yellow and green borders around different sections of the site, with an Edit link (or another label) above each section that you may change. Green borders are sections that appear for a given menu category, yellow for all others.

There are actually two editable sections for each menu category. You'll notice the labels in the upper left of each section reflect the category, and there is an "Intro" and a "Full Desc" section for each. See the image below.

Here are the general steps making this work:

  1. Assign "system web user" customer ID(s) for this purpose
  2. Login to the web site and find the section to edit
  3. Edit a web page section
  4. Preview, Save, or Cancel, etc.

1. Assign "system web user" customer ID(s) for this purpose

You can assign up to two customer IDs to be used for running web order tests and making changes to the web site. These will need to be customers in your order entry program, but not probably not used for normal sales.

Like any other customer you want to allow on the web site, open the Customer list in the Gateway and give those customer IDs access with a password so that you can log in to the web site.

Then in the first tab of the Gateway's Site Options window, you need to enter those IDs (up to two), and preceed them with a "#" sign.

Remember to run a full upload or customer upload to the web server before you can login to the web site with those IDs.

2. Login to the web site and find the section to edit

You will login just like your customers would using one of the two "system web user" IDs. This opens the door for you to make changes right on the web site.

Find the page and section you want to edit by navigating the site like your customer would.

3. Edit a web page section

Clicking Edit (or the category label link) will open a window where you can modify the HTML that appears in that yellow box. You will need to know a little HTML formatting, but the basics are pretty easy (see the HTML Help links on this page in the sidebar menu).

4. Preview, Save, Cancel, etc.

Make changes to the HTML, click Preview Changes, and it will return to the page showing you your changes. From there you'll have Save and Re-edit options.

  

If you Re-edit, then you may click Cancel to undo any changes and go back to the way it was.

For some sections, there may be a Reset to Default option, which will return the code to the pre-defined start-up text, but won't be permanent unless you then Save.