Pro-Active Training Manual

Access the store admin panel by navigating to your store's admin URL in a web browser. You will be prompted for your username and password.

Steps to Log In

1. Open a browser and navigate to https://www.yourdomain.com/storeadmin/index.php
2. Enter your admin Username.
3. Enter your admin Password.
4. Click Login. You will be taken to the Dashboard Home.

After logging in you are taken to the Dashboard Home, which displays your store name and a set of expandable section tiles. Each tile includes a section heading, a brief description of what it manages, and a row of quick-access buttons linking directly to individual pages. A Help button (top right of each tile) links to Pro-Active support documentation.

The top bar appears on every admin page and provides four quick-access actions:

Button	Action
View Orders	Takes you directly to the Orders list page (orders.php).
Edit Pages	Opens the information pages editor (information.php) to manage static content pages.
Store	Opens the front-end of your store so you can see it as customers do.
Log Out	Ends your admin session and returns you to the login page.

The left sidebar contains all major navigation links. Clicking a section heading expands it to reveal sub-pages. The sections available are: Dashboard Home, Order Information, Product Manager, Marketing, Customers, Site Tools, Site Settings, Site Configuration, and Statistics. At the very bottom is a Questions? Contact Pro-Active link for support.

Navigate to Order Information → Orders (orders.php) to see all customer orders. Each row shows customer name, order total, date purchased, and current status.

Searching for an Order

1. In the Order ID… search field, type the order number and click Search.
2. Or use the Filter by Status dropdown to show only orders with a specific status.

Viewing an Order's Details

1. Locate the order in the list.
2. Click the blue View link in the Actions column.
3. The order detail page shows: billing/shipping addresses, ordered items, quantities, prices, totals, payment method, shipping method, and order status history.

Changing an Order's Status

1. Open the order detail by clicking View.
2. Scroll to the Order History / Status section near the bottom.
3. Select the new status from the Status dropdown.
4. Optionally add a Comment to the order history.
5. Check Notify Customer to send a status-change email automatically.
6. Click Update to save.

Common Order Statuses

Status	Meaning
Pending	Order placed but payment not yet confirmed.
Processing	Payment received; order is being prepared for shipment.
Order Shipped	Items have been shipped to the customer.
Delivered	Items confirmed delivered to the customer.
Cancelled	Order was cancelled before fulfillment.
Refunded	Payment has been refunded to the customer.

Navigate to Order Information → Rentals (rentals.php) if your store offers rental products. This page lists all current and past rental orders, including start dates, end dates, and rental statuses.

Managing Rentals

1. Go to Order Information → Rentals.
2. The list shows each rental order with customer name, product, rental dates, and status.
3. Click on a rental entry to view its full detail page and update the status.
4. Update the status as the product moves through the rental lifecycle (e.g., Rented Out → Returned).

Pro-Active provides multiple order export options for accounting, fulfillment, and reporting integrations.

Export Type	Format	Contents
Export Orders	CSV	One summary row per order: ID, customer, total, date, status.
Export Order Details	CSV	One row per line item with product details, quantities, and prices.
Export Orders (XML)	XML	Full order data in XML format for ERP or shipping system integration.
Export Purchase Orders	CSV	Summary of purchase orders placed with vendors.
Export Purchase Order Details	CSV	Line-item detail of all purchase orders.

How to Export

1. Click the desired export link from the Order Information dashboard tile or sidebar.
2. Your browser will download the file automatically.
3. Open in Excel, Google Sheets, or import into your accounting/shipping system.

Navigate to Order Information → Order Status (orders_status.php) to create, edit, or remove the status labels that appear on orders. Customizing these allows you to tailor the workflow to your fulfillment process.

Adding a New Order Status

1. Go to Order Information → Order Status.
2. Click the New Status button.
3. Enter the Status Name (e.g., "Ready for Pickup").
4. Set a Sort Order to control where it appears in the status dropdown.
5. Click Save.

Navigate to Order Information → Email Templates (email_templates.php) to manage the automated emails your store sends to