24/7 Support: 800.608.6482

Account Basket

Get Started

10 Tips to Mastering The New Miva Version 9 Admin



Now that Miva Merchant Version 9 is officially out in the wild, it's time to dig in and see everything new and exciting Version 9 has to offer. The biggest change in Version 9 is a completely new admin interface. Change is hard and we understand that, which is why the new admin UI is going to require some getting use to. However, once you learn the basics of the new UI elements, getting around, and working with the new batch lists you'll quickly be asking yourself how you ever lived without it. To help you with the initial learning curve, below are 10 tips to get you started off on the right foot.



1. 5.5 to V9 Navigation Mappings

At first glance you may be asking yourself, "Wait, where is the left menu? How do I get to Products and Categories?" Don't worry you're not alone. The left menu was replaced by a new drop down menu that you can get to from the top navigation bar, by clicking the menu icon.

In addition to the change of the left menu, we also reorganized areas of the site into new logical groupings. Products and Categories are now underneath Catalog. Pages and Items are under User Interface. Here are some common mappings from 5.5 to Version 9

Products: Catalog -> Products
Categories: Catalog -> Categories
Attribute Templates: Catalog -> Attribute Templates
   
Manage Orders: Order Processing-> Orders
Manage Shipments: Order Processing->Shipments
Legacy Order Processing: Search Only (This page should be bookmarked, if you still use it)
   
Pages: User Interface -> Pages
Items: User Interface->Items
Category Tree: User Interface->Settings->Category Tree
Global Header/Footer: User Interface->Settings->Global Header & Footer
Navigation Bar: User Interface->Settings->Navigation Bar
   
Import Data: Data Management->Import/Export
Export Data: Data Management->Import/Export
Pack Data Data Management->Database Tools
Delete Baskets Data Management->Database Tools

Now you may be asking yourself, "I used to be able to get to those places within a single click, why did we bury them under levels of navigation?" The answer to that question is simple. Having a well thought out, logical structure to the navigation is much better in the long run, especially as we add new features and functionality. It is not feasible to simply keep adding navigation items to the left menu. And with the new bookmarks and search navigation (see more on both below), you can get to anywhere you need to get to in a single click. Everything can be customized to you and your workflow.



2. Select All Records

If you use the Miva Admin on a daily basis then using the check + and check - used for selecting all records was probably second nature.

In Version 9 select all is done a little differently. There are actually a few different ways to do it. The most familiar is going to be the keyboard shortcut of Ctrl + a (command + a on a mac). This keyboard shortcut will select all records on the current batch list you are on.

In addition to Ctrl + a, you can click the first record in the list, hold shift then scroll down and click the last record in the list. This will select all records.

Important Note:

There is a check icon on the top left of each batch list which looks like it would be used to select all records however it actually has a different use.

Clicking this icon puts you in "multi-select" mode where you then use your finger (on a tablet) to select multiple records or drag your finger to select a group. This feature also works on a non-touch device using a mouse. When you click it will activate by showing a grey checkbox next to each record. Then you can simply drag down to select multiple records. Clicking a single record automatically puts you in multi- select mode as well so a click and drag will always work.

You can also select multiple records by holding the control button and selecting any records you need. Another option is when in multi-select mode, click the grey checkbox for any records you wish to select.



3. Customizing the Batch List

The batch list is a key component of the new Miva Merchant 9 User Interface. Any list of elements (products, customers, orders, etc) uses the new batch list. The batch list is probably the single most powerful and flexible UI element in Version 9. Here is a list of features

  • Add new columns to the each list to customize the view of data based on what you want to see
  • Sort data on any column
  • Drag and drop columns to re-order
  • Advanced Search
  • Export any Data to CSV with a single click
  • Inline Editing (double click to edit single or multiple rows quickly)

Click the three vertical lines icon to see what fields are available to add to the batch list screen


Select Any or All records and a CSV button will appear. With a single click export all visible data to a csv file.


Re-Sort columns based on the data you want to see. Click, hold and drag to its new location.


Double click a record to do inline editing. You can even select multiple records and inline edit multiple at the same time.


Use the Advanced Search feature to chain search filters to find exactly what you are looking for.

The batch list by default implements infinite scroll. There is no pagination. However if you prefer pagination, there is a per user setting for it under "Users"


You can control whether you see infinite scroll or paginated pages on all batch lists

4. Use Bookmarks To Create Your Own Custom Navigation

Any "tab section" in Version 9 can be bookmarked. This is done by clicking the red flag on the right side of any screen. This will add the page to your bookmarks (which is a replacement for the quick find links in version 5). Bookmarks essentially allow you to build your own custom navigation menu for the top pages you visit. If you manage products, create a direct link to products. If you're a developer, create a direct link to Pages. Bookmarks allow you to get to any area of Miva Merchant in a single click.


Click the red ribbon on the right side of any page to bookmark it.


Access your saved bookmarks from any page using the bookmarks menu.

5. Utilities Sub Menu

Wondering how to expand utilities and access its sub-menu? Well in version 9 there is no longer a + sign next to any menu to expand it. Instead, hover over utilities and click the arrow on the right (not the word utilities). There are essentially two menus in one here. This will expand to show a flyout menu of all the navigation items that are under Utilities.



6. What does this icon do?

Version 9 introduced a whole new icon set used throughout the admin. Some of them are easy to identify what they do, like the + sign for add. However, if you hover over any icon you'll see a text popup telling you what the icon is used for. This is a quick and easy way to identify what that icon does.


Hover over any icon to see a description of what it is used for

7. Select a record to see available menu options

One UI element that takes a little getting used to is the menu options available to you on any batch list will change depending what you have selected.

For example if you have nothing selected you will see this:

However, click a single record and a whole new set of icons appear giving you more options.

If on any batch list you don't see an option that you know should be there, try selecting a record.



8. Open Search Nav with Keyboard Shortcut

The new global search nav can quickly and easily get you anywhere you want to go in a single click. If you are in the Miva admin often, the search nav will quickly become your best friend.

There is a keyboard shortcut to open it. Use alt + \ to open or ESC to close.



9. Understanding Limited Screen Mode

Version 9 has an alternate layout for small / low resolution screens. Ideally you should not be browsing the admin in this limited view only. This will prevent you from seeing and using the search nav. If you are seeing this screen as soon as you login, try hiding some toolbars in your browser, or increase your screen resolution. It will make you Version 9 experience much easier to get around.



10. Manage Orders - Search By Product Code

If you ever used Manage Orders (now called Order Processing) to filter orders by a specific product, you'll notice in Version 9 that box isn't there anymore. This same functionality now resides under Advanced Search, which can be accessed by:

It is also important to note, that the screen specific search box only searches columns you have visible on the page. So if you want to look up an order by an order number or email address, make sure those columns are visible in the batch list by clicking the 3 vertical lines icon and selecting the fields you wish to see.

Looking for more resources? Check out our all new videos for Version 9

  • Need Help?
  • Have Questions?
X

Contact Us!

This is NOT live chat
If you need immediate support, please call 800.608.MIVA

Please enter your question or issue in the text box below.
Enter your name and email address so we can reply to your question or concern.

Miva believes that all online businesses should have access to a scalable ecommerce platform that can meet their unique business requirements. Miva offers PCI compliant ecommerce, hosting, and custom website design and development solutions. Miva customers have processed over $100 billion in online sales since 1997.

Copyright © 2016 Miva, Inc - All Rights Reserved   Privacy Policy | Store Policy

Links
Contact Us
Receive Tips & Updates

Copyright © 2016 Miva, Inc - All Rights Reserved

Back To The Top