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Version 3.41 Index
CONTENT MANAGER
Add Category
Edit Category
Remove Category
Rollback Category
Upload CSV
Add Item
Edit Item
Move Item
Remove Item
Rollback Item
Preview Item
Add Attachment
Edit Attachment
Remove Attachment
Rollback Deleted Records
Publish
ACCOUNTS
Setting
Shipping Method
Shipping Rate
Country
Currency
Warehouse
SUPPORT
BILLING
USERS
Add User
Edit User
Remove User
LOGOUT
TEMPLATE EDITOR
Add Template
Edit Template
Remove Template
Preview Category
Global Update Templates
Edit Configuration
SECURITY EDITOR
Add Security Level
Edit Security Level
Remove Security Level
CONTENT MANAGER
The Content Manager is the area designated for the management of contents, such as create categories, add new products, preview pages before publishing, etc.

This is the default area you arrive at upon entering a section.

All contents are managed through the use of categorisies and sub-categories.

Each category can contain multiple items and each item can be associated with multiple attachments such as files (MP3s, PDFs, Word, Real Media, etc.)

Content is managed through a complex hierarchy of sub-categories within categories that forms a tree-like structure.

The top of the tree is referred to as the “top level” and categories that exist on the same plane are referred as being on the “same level”.

The position within the tree is indicated by Present Dir which is displayed on every page.
Add Category Basic

Add Category allows users to create a new category.

The name of the category will vary from site to site, and after version 3.00, it is possible to have more than one category type.

The most important field to complete when creating a new category is the “Directory Name”.

Please note that the “Directory Name” must contain only characters of the alphabet and/or numbers. The use of spaces and punctuations is not allowed.

After version 3.00, you may also enter Meta information about the category, which is used to tell search engines what information is contained in the category.

“Meta_Title” – Is the Title of the category and is given the most importance by most search engines. As a rule of thumb, the “Meta_Title” should be between 3 – 8 words. The use of punctuation is allowed.

“Meta_Keywords” – should contain all the keywords that help to describe what the category encompasses. As a rule of thumb, all the keywords/keyphrases should be separated by a comma, and no keyword should be repeated more than 3 times- otherwise it may be marked as being spam by search engines. Creative use of capitalisation and singular/plural of words should be used.

“Meta_Description” – should contain a brief description of the category. As a rule of thumb, a sentence or a paragraph should suffice.

For categories that permit the upload of image(s), please ensure that the images are:-

  1. Jpeg format
  2. 72 pixels / inch
  3. RGB Format (not CMYK or Grayscale)
Edit Category Basic
Edit Category allows users to edit the details of an existing category.

Please leave the field “New Directory Name” blank, if you do not wish to change the “Directory Name”.

Please note that the “New Directory Name” must contain only characters of the alphabet and/or numbers. The use of the spaces and punctuations is not allowed.
Remove Category Basic
Remove Category allows users to remove an existing category.

***Particular caution should be taken, because all sub-categories, items and attachments within any sub-categories will also be deleted once removed, it cannot be undone.
Rollback Category Intermediate

Rollback Category is part of the versioning features of AuthorSmith that allows users to rollback to previous versions of an Category.

When you click on "Rollback", all the previous editions of the Category will be shown on a page along with a timestamp of when it was last updated.

When you click View, you will see the contents of the selected record, after which you can choose to use this edition as the latest version by pressing "Use This Version". You may also choose not to do anything to the existing record by clicking "Close".

Upload CSV Intermediate
Upload CSV allows users to upload products in batch to a particular category.

First download the database structure by clicking on the item template, to the right of “Download CSV FORMATTED Template”. It is advisable to save the file locally first before editting.

The downloaded template can be opened with programs such as MS Excel and subsequently data can be entered onto the template. Once all the necessary data entry have been complete. The file can uploaded onto AuthorSmith.

Please note that the first row in the original template must not be deleted.

To upload the newly created file, click on “Browse” next to the correct item type.
Add Item Basic

Add Item allows users to create a new item within a category.

Please note that, items can only be added within a category.

The name of the item will vary from site to site, and after version 3.00, it is possible to have more than one item type.

Upon completion, press “Submit”.

After version 3.00, you may also enter Meta information about the category, which is used to tell search engines what information is contained in the category.

“Meta_Title” – Is the Title of the category and is given the most importance by most search engines. As a rule of thumb, the “Meta_Title” should be between 3 – 8 words. The use of punctuation is allowed.

“Meta_Keywords” – should contain all the keywords that help to describe what the category encompasses. As a rule of thumb, all the keywords/keyphrases should be separated by a comma, and no keyword should be repeated more than 3 times- otherwise it may be marked as being spam by search engines. Creative use of capitalisation and singular/plural of words should be used.

“Meta_Description” – should contain a description of the category. As a rule of thumb, a sentence or a paragraph should suffice.

For categories that permit the upload of image(s), please ensure that the images are:-

  1. Jpeg format
  2. 72 pixels / inch
  3. RGB Format (not CMYK or Grayscale)
Edit Item Basic
Edit Item allows users to edit the details of an existing item.

Please note that it is not necessary to re-upload any associated images, unless the existing one(s) need to be changed.
Move Item Basic
Move Item allows users to move the selected item into another existing category.

Choose the category where the item should be moved to.
Remove Item
Remove Item allows users to remove an existing item.

Particular caution should be taken, because all associated attachments will also be deleted and once removed. This function cannot be undone.
Rollback Item Intermediate

Rollback Item is part of the versioning features of AuthorSmith that allows users to rollback to previous versions of an item.

When you click on "Rollback", all the previous editions of the item will be shown on a page along with a timestamp of when it was last updated.

When you click View, you will see the contents of the selected record, after which you can choose to use this edition as the latest version by pressing "Use This Version". You may also choose not to do anything to the existing record by clicking "Close".

Preview Item Basic
Preview Item allows users to preview how an item will be appear before being published.

There may be more than one page generated per item and the exact type-setting of the page will be governed by the template of the category in which the item belongs.

The default preview name for displaying the item “page1”.

For more about how to create and manage templates, please visit the Template Editor section.
Add Attachment
Add Attachment allows users to attach an associated file to an existing item.

It is possible to add multiple attachments per item.

When uploading the associated attachment, please note that any file format is acceptable such as PDF, MP3, MPEG or DOC. Please ensure that the file size of the attachment is under the specified “Maximum Upload Size”. The default is 8 MegaBytes.
Edit Attachment
Edit Attachment allows users to edit the details of an attachment.

Please note that it is not necessary to re-upload the actual attachment, if only the associated information needs to be changed.
Remove Attachment Basic
Remove Attachment allows users to remove an attachment.

Please note with care that once an attachment is removed, it cannot be undone.
Rollback Deleted Records Intermediate

Rollback Deleted Records is part of a safety net feature of AuthorSmith that allows users to undelete previously deleted versions of an item.

When there are deleted records within a Category, the "Rollback deleted records" link will appear at the top of the page.

When you click on "Rollback deleted records", all the previously deleted items and categories will be shown on a page along with a timestamp of when it was deleted.

When you click View, you will see the contents of the selected record, after which you can choose to delete a record by pressing "Use This Version". You may also choose not to do undelete any records by clicking "Close".

N.B. - when a deleted category is rolled back / undeleted, any deleted item/record therein will need to be rolled back / undeleted separately.

Publish Basic
Once all the content mangement and updates have been complete, Publish will implement those change to be reflected on the site.

Please note that the process may take minutes to complete, so please wait until the page has completely stopped and click “Done” to close the window.

Please note that when users press “Publish”, only the current category and the categories below the current category will be published, but not the categories above or on the “same level”. Hence, to re-publish the entire site, it is necessary to press “Publish” at the “top level”. Refer to above for definition.
ACCOUNTS
The Accounts area will contain information about your subscription and also printable versions of the monthly invoices and receipts.
Setting Intermediate

The Setting area allows users to manage profile information, contact details, configuration for delivery, delivery parameters, change company logo, etc. To make changes to the Settings, click on the link “edit SETTING”.

Returning Limit
After an order has been shipped out, there is a period within which the shopper can return the order if the products are defective or if he/she decided that for whatever reason that the order is not suitable. The “Returning Limit” defines the total numbers of days between the time the order has been shipped and the time when the order is allowed to be returned.

Store Pickup Method
This is the delivery method that is designed for sales made through a retail store or online with the customer picking up the order at the retail store. For CartSmith this is the shipping method that will not subject the shopper a shipping & handling fee.

Repending Method
In the event that an order should be replaced, this field defines the default shipping method that will be used for sending out of the replacement items.

Accept Expiry Refresh
After an order has been received and replaced, this field defines whether the “Returming Limit” of the replaced order is refreshed or not. (e.g. if a shopper purchases an order, he/she is given 45 days within which to return the products for whatever reason, after 7 days, the shopper decides to return the products for replacement, once the products are replacement products are sent out, the “Accept Expiry Refresh” defines whether the shopper is given another 45 days within which to re-return the purchased item(s) or not)

Decline Expiry RefreshThe Setting area allows users to manage profile information, contact details, configuration for delivery, delivery parameters, change company logo, etc. To make changes to the Settings, click on the link “edit SETTING”.

Returning Limit
After an order has been shipped out, there is a period within which the shopper can return the order if the products are defective or if he/she decided that for whatever reason that the order is not suitable. The “Returning Limit” defines the total numbers of days between the time the order has been shipped and the time when the order is allowed to be returned.

Store Pickup Method
This is the delivery method that is designed for sales made through a retail store or online with the customer picking up the order at the retail store. For CartSmith this is the shipping method that will not subject the shopper a shipping & handling fee.

Repending Method
In the event that an order should be replaced, this field defines the default shipping method that will be used for sending out of the replacement items.

Accept Expiry Refresh
After an order has been received and replaced, this field defines whether the “Returming Limit” of the replaced order is refreshed or not. (e.g. if a shopper purchases an order, he/she is given 45 days within which to return the products for whatever reason, after 7 days, the shopper decides to return the products for replacement, once the products are replacement products are sent out, the “Accept Expiry Refresh” defines whether the shopper is given another 45 days within which to re-return the purchased item(s) or not)

Decline Expiry Refresh
After an order has been received and declined for refund and replacement, this field defines whether the “Returming Limit” of the declined order is refreshed or not. (e.g. if a shopper purchases an order, he/she is given 45 days within which to return the products for whatever reason, after 7 days the shopper decides to return the products for replacement, but the merchant decides that the grounds for replacement is inadequate and returns the original item(s), once the returned products are sent out, the “Declin Expiry Refresh” defines whether the shopper is given another 45 days within which to re-return the purchased item(s) or not)

Default No of Rules
When defining the shipping rates for the various shipping methods and their routes, the Default No of Rules defines the default number of rules that will appear on the page.

Max Rules
When defining the shipping rates for the various shipping methods and their routes, the Max Rules defines the maximum number of rules that will can be added for a particular rule.
 
After an order has been received and declined for refund and replacement, this field defines whether the “Returming Limit” of the declined order is refreshed or not. (e.g. if a shopper purchases an order, he/she is given 45 days within which to return the products for whatever reason, after 7 days the shopper decides to return the products for replacement, but the merchant decides that the grounds for replacement is inadequate and returns the original item(s), once the returned products are sent out, the “Declin Expiry Refresh” defines whether the shopper is given another 45 days within which to re-return the purchased item(s) or not)

Default No of Rules
When defining the shipping rates for the various shipping methods and their routes, the Default No of Rules defines the default number of rules that will appear on the page.

Max Rules
When defining the shipping rates for the various shipping methods and their routes, the Max Rules defines the maximum number of rules that will can be added for a particular rule.

Shipping Method Basic
Different shipping methods may be created for the delivery of goods to shoppers. When adding a shipping method, the merchant should define the shipping method and include the delivery times for the shipping method. (e.g. Shipping Method : Standard Registered Mail / Delivery Times : 5 – 7 working days)
Shipping Rate Advanced

It is necessary to define the delivery destination (under Country), the shipping methods (under Shipping Methods) and the warehouse locations (under Warehouse) before defining Shipping Rates. The Shipping Rates section allows the merchant to defines the shipping rates for the various shipping methods to the various countries to which deliveries are offered.

When adding a Shipping Rate, the Route refers to the source of the products (defined by the Warehouse) and the destination where the products will be sent (defined by the Country). The Method refers to the shipping method (defined under the Shipping Method section) which usually refers to the name of the Shipping Method. (e.g. UPS, Fedex, Standard Registered Mail, etc.)

The total Shipping Rate of a shipment can determined by two parameters:- (i) Weight of the total order and (ii) Price of the total order. Under the section “Charge Rules”, the amount will refer to the total weight if the Weight parameter is chosen and the total price if the Price parameter is chosen and the Charge refers to the monetary amount charged for a particular rule.

The “Add Rule” link offers the ability to add additional rules for definition.

If the merchant wishes to submit the following shipping rates:-

Total Order Amount  Cost of Shipping
US$ 0 – 50            US$ 10
US$ 51 – 99          US$ 20
US$ < 100             US$ 0

The merchant shoul enter the following information:

Determined By : Price

Rule 1: Amount : 50           Charge: 10
Rule 2:  Amount : 99          Charge : 20
Rule 3:  Amount : 100         Charge : 0

Note that the default currency must be set to US$ before proceeding.

Country Intermediate

The country section determines the list of countries that orders will be delivered to.

It is necesary to define all of the warehouses where physical stock will be stored before defining the countries, because when adding a country it is necessary to identify which warehouse will deliver to that particular country first.

To add country, click on the link “ADD country” link and within the “Country Name”, enter the name of country that will be covered and then choose the warehouse name that will fulfill orders to this country.

Currency Intermediate