Common Features

The Volusion Toolbar

The Volusion Toolbar is always visible whenever you're logged in as an administrator, whether you're viewing your Admin Area or your storefront. It contains useful information and several handy functions.

Admin / Storefront Switching

On the right side of the toolbar in the Admin Area, you'll see a View Store icon that lets you view your website as shoppers would see it.

Click the View Store icon to go to your storefront:

When you want to return to your Admin Area from the storefront, click the arrow icon in the upper-right corner of the page:

Once the toolbar expands, click the three-dot actions menu to expose additional options, then click Dashboard.

Get Help

When you're viewing a page in the Admin Area, you can hover over Get Help in the upper right corner to get a direct link to our knowledge base (View Our Support Site).

You can also click Get help with this page to view a help article specific to the page you're currently viewing, whether in the Admin Area or on the storefront. These pages contain training videos, common questions, and help documentation.

Account Information

Hover over your administrator initials to see the following:

  • your Store ID, which you'll need if you call our Support team for help
  • a link to My Volusion, where you can manage all aspects of your business relationship with us
  • a Log Out link to end your adminstrative session

Edit Functions

Expose the Content Editor toolbar (storefront side only) by clicking the upper-right arrow icon. From here, you can enable or disable storefront editing by clicking the Edit toggle.

Storefront editing allows you to make global changes to certain aspects of your store's built-in pages by pointing to them and clicking Edit.

If you're viewing a page that contains articles, you can modify or create new page content using the Content Editor.

For Free Trial Users

If you're using our 14-day free trial, point to Contact Us for our contact information. We'd be happy to answer any questions you may have.

If you're ready to make your purchase, click Start Selling to place your order. We can save all of your work or start you over from scratch; it's entirely up to you.

Table View Tools

When viewing a table of records (products, categories, vendors, etc.), you'll see a variety of buttons and icons near the top of the table. You may see a different set of tools depending on which table you're viewing.

Search

Search provides a comprehensive and powerful search tool - you can search on any fields in the current table. Simply click the Search button, enter whatever information you have and click the blue Search button that appears near the top of the page. You can enter partial information and it will search for all instances where this particular field contains the characters you have entered.

For example, if you are searching for a product that you know has "BA" somewhere in the product code, just enter this in the Product Code field. All products with a product code containing this string of characters are displayed.

As another example, say you are searching for a vendor but all you know is that they are based in Canada. Just enter "Canada" in the Vendor Address.

You can also use drop-down lists and check boxes in searches.

Add

When viewing a table of records (products, categories, vendors, etc.), the Add button enables you to add a new record with all fields blank.

Note that if you click Add while viewing an individual record, however, you'll be asked if you want to duplicate all the fields from the current record. This enables you to quickly create a set of records that are similar or otherwise related.

Settings

The Settings drop-down menu is represented by a three-dot icon. Depending on which page you're viewing in the Admin Area, this actions menu will contain a number of options such as Customize, Bulk Updates, Export Results, Bookmark Results, and Enable Quick Edit.

Quick Edit

For some tables, the Settings menu contains an Enable Quick Edit link. Clicking this will open a new window in the bottom half of the browser. You can quickly open a record from the table or list in this window by clicking on its row. Do not click on an ID or any hyperlinked field in the row, however, as this will open the record in the main window. You can now edit multiple records without having to go back to the table.

Navigation Options in Table View

At the top and bottom of every table, you'll see navigation tools to enable easy movement through the table. This shows the total number of records in the table (or results of a search) and the number of pages in the table. You can page through the table using the < and > buttons or by entering the page number.

Additional Controls for Products Table

When viewing Inventory > Products, you'll see two icons and a slider that determine how your products display on this page.

By default, the Grid icon is selected and products display in a grid with thumbnail images.

When viewing your products in Grid mode, you can use the sizing slider to choose whether the grid displays small, medium, or large product thumbnails.

Below each thumbnail image, you'll see clickable icons that allow you to edit, copy, delete, or view a product live on your storefront.

Clicking the List icon will cause your products to display in a table with editable columns.

To change the default Products table view for future admin sessions, go to the Settings > Config Variables page of your Admin Area and search for "Products list." In the Initial View for the Products List drop-down selector, choose either "List" (for a default List view) or "Thumbnail" (for a default Grid view). Click Save.

Record View Tools

When you're viewing a single table record (such as an individual product or category editing page), you'll see a variety of buttons and icons near the top of the page. Note that the available options will depend on the type of record you're viewing.

Add, Delete, Share Buttons

Click ADD to create a new record; you'll see an option to pre-fill the new record's fields based on the current record you're viewing.

Click DELETE to delete the record you're currently viewing. If you need to delete more than one item at a time, you should return to the table view and customize it so that the Delete column is exposed and editable. This is covered in Advanced Table View Controls.

Click SHARE, when available, to post a product or category listing to one of your connected social media accounts, such as Facebook or Twitter.

Save Options

The Save button appears in the top right section of the page when you Add or Edit a record in a table. It gives you a drop-down menu of options to decide what you want to see after clicking Save.

  • Save and stay on this page leaves the record open after it is saved. This is useful if you are adding a lot of records with similar details.
  • Save and view list redisplays the table in list format including this new record.
  • Save and view grid redisplays the table in grid format including this new record.

Navigation Options in Record View

When editing a record in one of your store's tables (such as Products or Categories), you'll see a row of icons in the top right section of the page:

  • Previous: Display the previous record in the table.
  • Back to List: Display the complete list of records.
  • View Live: Display this record as it currently appears in your storefront.
  • Next: Display the next record in the table.