The administration
The operating instructions for the merchant area. Every menu entry, every column, every decision – in the order you meet them.
Where everything sits
The overview
The dashboard
Eight figures in a row, two boxes below them. Every figure carries a subline that puts it in context.
- Active lists
- out of how many in total
- Upcoming occasions
- within the next 30 days
- Gifted wishes
- out of how many wished for
- Gift revenue
- gross, in total
- Active reservations
- and how many of them expire soon
- Reserved wishes
- and how many are still available
- Masked deliveries
- address protected
- Pending thank-yous
- waiting for a thank-you
Upcoming occasions lists the next dates with date, title, owner, number of wishes, a progress bar "x of y fulfilled" and the days remaining. Needs attention names exactly the three cases that cost you something: lists in moderation, lists without a delivery address, and reservations expiring within the next 48 hours.
The lists
All lists
The table across all gift registries in the shop, with search and filter.
- Columns
- Title, display name, owner, wishes, reserved, purchased, moderation, visibility, date, created
- Moderation
- As a mark on the row: unreviewed, reported, reviewed, blocked or changed
- Visibility
- Via link or private
The list file with five tabs
A click on a row opens the file. The tabs are called overview, wishes, orders, reservations and moderation.
- Head of the overview
- State of the list and three figures: wishes, orders, reservations
- Master data
- Title, display name ("Public as …"), place, date, access, created, description
- Owner card
- Name with a jump into the customer account, customer number, e-mail
- Delivery card
- One of three states: goes to the owner, address masked, goes to the giver, or delivery to the owner chosen, address missing – along with the address
The third delivery state is the one that costs money: the list accepts gifts, but the address they should go to is missing. That is why the dashboard counts these lists separately.
The wishes tab
One wish per row with its state mark, kind and progress. A click unfolds the details.
- Kind of wish
- Shop product, own wish or external wish
- Progress
- "x bought", "y reserved", "z open" – each out of the quantity wished for
- Highlight
- Especially wished for, if the owner marked the wish
- The link on the wish
- View in the shop, open the product in the admin, an external link naming the retailer – or no link stored
- Unfolded
- Purchases with order number, quantity and giver (or "guest"), reservations with expiry date or "no deadline"
What is waiting for a decision
Reservations
All reservations across all lists, in one table.
- Columns
- List, wish, giver, quantity, reserved on, expires
- No deadline
- If no deadline is set it says "no deadline" – the reservation then does not expire on its own
- Giver
- Always a logged-in customer. Without an account no reservation is possible
Orders
Every order line that comes from a gift registry, with the state of its purchase detection.
- Columns
- List, wish, giver, order, quantity, state, ordered on, deadline
- States
- Pending, completed, expired, cancelled
- Deadline
- By when the order has to reach a purchase state before the wish becomes free again
- Order number
- Linked into Shopware's order administration
- Guest order
- Then the giver column stays empty
This table is the answer to "why is the wish not marked as given yet?" – it shows which state the order is in and how much time it still has.
Moderation
The review list. Lists a visitor has reported end up here, and lists the word filter has flagged.
- States
- Unreviewed, reported, reviewed, blocked, changed
- Two origins
- Visitor report or automatic review note from the word filter
- Three decisions
- Mark as reviewed, block with a reason, or release a blocked list again
- The reason
- Is shown to the owner – it is not an internal note
- History
- Every decision is logged, newest first
Besides display name, occasion, description and the number of wishes, the review view also shows how many of them carry an external link – and for every report the technical context including the account type of the reporter. Whoever reports as a registered customer is identifiable; a guest account is not.
Communication
Thank-yous
Every bought gift creates a channel for a word of thanks. The overview shows which are still open.
- Columns
- List, gift, giver, order, date, status
- Status
- Thanked or open
- In detail
- The giver's message and the thank-you note sent, or "Sent without a message."
- Deliberately data-sparing
- The giver's name only appears if they did not want to stay anonymous. The e-mail address stays hidden in every case
Email blacklist
Addresses that no longer receive any mail from this extension.
- Origin
- Above all unsubscribes from the mails themselves; addresses can be entered by hand as well
- Columns
- Email address, added on
- Removing
- Lifts the block, the address receives mail again afterwards
- Upper and lower case
- Makes no difference
Configuration
Themes
A theme gives a list its accent colour and symbol. The customer picks it while creating their list.
- Fields
- Name (translatable), colour as a colour field, symbol, position, active
- Symbols
- Twenty-four to choose from, from heart and gift through calendar and moving box to trophy
- Position
- Decides the order during list creation; a smaller number stands further up
- Deleting
- Not possible while gift registries use the theme
Gift options
Extras the giver books on top at checkout – wrapping paper, a greeting card, a name tag. For a surcharge if you want.
- Kind of surcharge
- Absolute as a fixed amount per currency, with its own tax rate, or as a percentage of the gift's unit price
- Calculation
- Once per line or times quantity
- Occasion
- Empty means for all. Otherwise only for gifts of the chosen occasions, for instance only for weddings
- Availability rule
- A rule from the Rule Builder; if it is set, the option is only offered when it applies
- Active
- Only active options are offered in the cart
Word filter
Terms that send a list to review before it goes public.
- Effect
- The word filter blocks nothing automatically. A hit creates a report in moderation
- Upkeep
- Add, edit and delete terms; duplicates are rejected
- On deleting
- Only the term disappears – reports already created remain
- Out of the box
- Fifty terms are shipped with the plugin
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