Reference Guide

General Information

The Admin Bar

The Admin Bar is always at the top of your screen, no matter where you are in the admin interface. It has the most important navigation methods that help you quickly find a specific feature.

Menu Button

The Version 9 Menu button is similar to the left navigation pane used in PR8 and previous releases. The Version 9 Menu button has top-level "headings" that contain one or more tabs. For example, if you click on Catalog in the Menu button, you'll go to the Catalog screen, which has a number of tabs.

In PR8 and earlier releases, Products and Categories were shown in the leftnav, but if you can't remember where something is located in Version 9, there are a number of ways to find out, including History, Bookmarks, and the Search field (see below)

Version 9 Tabs and Sections

In PR8, almost everything was in a tab at the top of the screen. In Version 9, there are tabs at the top of the screen, but there are sections on a tab. A lot of features that were in a tab in PR8 are now in a section on a tab in Version 9.

History

History, new in Version 9, is another fast way to navigate around the admin interface. The History menu is always available in the Admin bar and keeps track of the pages that you've visited.

Bookmarks

Bookmarks in the admin interface are similar to bookmarks in your web browser.

To Add a Bookmark

1. Go to any screen in the admin interface, for example, > Catalog > Products
2. In the screen that you want to bookmark, click on the bookmark icon so that it drops down.



3. Now if you click on the Bookmarks button, you'll see the screen that you added.

To Remove a Bookmark

There are two ways to delete a bookmark:

• Go to a screen that you bookmarked and click on the bookmark icon until it is shortened.
• Click on the Bookmarks button and select Bookmarks Manager.

There are a number of things you can do in the Bookmarks Manager screen, including edit a bookmark, delete bookmarks, export a list of bookmarks as a CSV, etc.

The Miva Merchant admin interface is a huge program and finding the location of a specific feature can be a challenge. In Version 9, Miva Merchant added a powerful search feature that makes life a lot easier.

The Search function in the admin interface works a lot like a Google search. You can type almost anything in the Search box, and the software will show you everything in the admin interface that matches your search.

• You can search for features whose name you remember, but whose location you've forgotten: Where did they hide Attribute Templates?



Click on the underlined words and the software takes you directly to that screen.

• You can search for features, even if you can't remember the feature's name. This is essentially a subject search. How do I change a customer's password? Type "password" in the Search field:



• You can search for product names or parts of product names



List Search

Universal Search lets you search your entire store, but List Search works on a single screen in the admin interface. For example, if you have hundreds of products in your store, you can go to > Catalog > Products tab, and use List Search to quickly find a specific product.

In Version 9.0003 and later, there are several methods to search for records on a screen in the admin interface.

Simple Search

1. Click on the Search Settings menu icon and select Simple Search.
2. Enter a string in the search field.
3. Click the magnifier icon, or press Enter
4. Only records that match your search string are shown.

Find in List

Find in List was created to replace the "browser search" method that some Miva Merchant customers used in previous releases.

Find in List Vs. Browser Search

In Miva Merchant PR8 and earlier releases you could often find items in an admin interface screen by using a browser search. For example, in PR8 you could:

1. Go to admin interface > Edit a User > Preferences tab > Items per page field. Many store owners would set the Items per Page to a large number, say 1,000. If you were viewing your list of products in the admin interface, PR8 would show you 1,000 products per page.
2. In many browsers, you can press "control-f" to open a browser search field that lets you search for content in your browser window.

Setting the Items Per Page to a large number, and then using a browser search field was an easy way to find records in PR8 and earlier releases. Browser search still works in Version 9, but not very well.

Version 9 does not have the "Items per Page" setting. In version 9 you either use Infinite Scroll or Pagination. For example, if you are using a desktop computer to connect to the admin interface, you are probably using infinite scrolling. Let's say you have 500 products in your store and you are looking at your Catalog > Products tab. Version 9 will display about 20 products, or however many can fit in your browser window. As you scroll down to the bottom of the screen, Miva Merchant retrieves and displays more records. Browser search doesn't work well in Version 9 because Miva Merchant only loads the records that fit in your browser window, and browser search can only find things that are being displayed.

To get around this issue, Find in List was added in version 9.0003. With Find in List you can search for records, even if they are not currently displayed in your browser window.

To Use Find in List

1. Click on the Search Settings menu icon and select Find in List.
2. Enter a string in the search field and press or Enter.
3. If there is more than one record that matches your search string, you can move to the next or previous record by clicking on the and buttons.

Find in List searches every record of the current type. For example, if you have 500 products in your store, and you are looking at the Catalog > Products page, Find in List searches all of your products, even if only 20 products are displayed in your browser window.

Advanced Search

• Searches against all records of the current type, even if they are not displayed in your browser window
• Lets you create a search with conditional operators for every column in the current record type. For example: Name contains "zoo" and Price greater than "20"

To Use Advanced Search

1. Click on the Search Settings menu icon and select Advanced Search.



2. For any of the columns (Code, SKU, etc.) select a operator (Contains, Greater Than) and enter a value.
3. Click Search.

Advanced Search and the Comma Separated List

Advanced search has two operators that let you do exact matches on a list of terms.

• Equal To (Comma Separated List)
• Not Equal To (Comma Separated List)

These searches are like putting an "OR" operator between multiple terms: Equal To (Red) OR (Blue) OR (Green)

The comma separated list fields hold 320 characters, including commas and spaces.

1. Click on the Search Settings menu icon and select Advanced Search.
2. In the Advanced Search dialog box, select either "Equal To (Comma Separated List)" or "Not Equal To (Comma Separated List)". Remember that these are exact match searches, so you can't enter "Red" and get a match for "Red_Shirt". You have to enter exactly what you are looking for, separated by commas.



3. Click Search.

Saving Searches

In version 9.0005 and later you can save your searches. This applies to almost any tab in the admin interface where you see a list of things: products, customers, categories, etc. You can save any type of search: Simple searches, Find in List, and Advanced Searches.

To Save a Search

You must be in a tab that has a list of some kind. In our example, we'll save a search in: > Order Processing > Orders tab

1. Select a type of search. In our example we'll use an advanced search.



2. Create and run the search.

2.1. In the Advanced Search dialog box, we'll create a search where the customer's zip code contains 92127. We'll use "contains" as the operator in case some customer zip codes use a zip+4; for example, 92127-4140.



2.2. Click Search.

3. Save the search.

3.1. In the Search Settings menu, click Save Current Search and give the search a name.



3.2. In the Save Search dialog box, click Save.

4. Your saved searches appear in the Search Settings menu.

To Delete a Saved Search

1. In the Search Settings menu , click Manage Saved Searches.
2. Select the search and click Delete.