Managing Products

This article covers creating and managing products within the admin of your site. For information on how to configure the initial setup of products such as layout display and customization, see Setting and and Customizing Products.

Creating new products

To create a new product go to eCommerce > Products and click on Add Product button.

1. Specify product name

NOTE: Product name cannot use special characters (/,#,.,@,$,%,&,*,etc) because it is used in the URL and special characters can not be part of URLs. They are used in URLs for SEO  reasons. This is also true for product import.

2. You need to specify a path to a small image and a large image or use the Browse link to select an image you have uploaded or upload a new image.  Small image is used in small product layout and large image is used in large product layout. 

3. Enable - enables and disables the product. When product is disabled it will not be displayed.

4. On Sale? - when set, the tag {tag_onsale} in the large product layout renders 1 if product on sale, otherwise 0.

 

Other product options

These are the miscellaneous options which you can select. Here are the detailed explanations of what they are:

  • Release and expiry date are very useful when a product needs to be put on sale and taken of the sale automatically. Release Date is the date on which product will become available and be displayed. The Expiry Date - the date on which product will become unavailable and be taken of the live site

 

  • Capture Details - Select this option if you want your customers to provide specific details or instructions for a product when purchasing it. This option will display a text box for the customer to enter instructions in when viewing the details of a product in your online shop
  • Gift Voucher - You can make this product a gift voucher. When a gift voucher product is purchased, the customer is prompted to forward this voucher to another customer who can then use it to buy more products from your online shop.
  • Enable Drop Shipping - By enabling drop shipping you effectively rely on 3rd parties to fulfil and ship this product when it is purchased from your online shop. When using this option you must also choose a Supplier for this product.
  • Exclude From Search Results - If you select this option then this product will be excluded from the site search feature built into this system as well as from the sitemap.xml file submitted to the major search engines such as Google, Yahoo and Live.
  • Supplier - Choose a supplier that you source this product from. Setting this value is useful for when you report on your sales to see which supplier products are most popular.
  • Commission Payable % - The commission percentage number is stored for each product in an order. If you have to pay commissions to suppliers for selling their products then setting this number allows you to run reports that calculate the final amounts for you.
  • Cycle Type - Use the Cycle Type if you want to create recurring orders. This only works if you are using a Payment Gateway which supports this feature - for recurring billing support see HERE. An example of how this works - when a customer purchases a product with a monthly cycle type, the system will setup an order which recurs every month and automatically uses the customer's credit card details to process subsequent payments. If a customer purchases products with different Cycle Types then the system will create a recurring order for each cycle.
  • Tags - You can provide one or more tags for this product in order to enable customers to find it more easily via the Product Search module.
  • Custom Fields - You can use these fields to store anything related to the product and then you can display that value in the Small and Large Product Layouts.

 

Weighting/Order

Similarly to catalogues you can use the Weighting field to control the order in which products appear within a catalogue. Using this field is highly useful as you can ensure your most popular products are displayed first followed by least popular products. If you use Weighting then any product with a higher weighting is displayed first otherwise products are displayed in Alphabetical order or any other sort option that you choose when customizing the online store. A product with the highest number in Weighting field is displayed first.

 

Setting product prices

To add a price to a product you need to select that product and click on Prices tab on top of the page.

Then you need to select which country you want to add a price to and enter Recommended Retail Price and Sell price. Recommended Retail Price is a manufacturer's price which tells the customer how much they could be paying and the Sell Price is the real price that gets added to the cart. You can also specify the tax rate that applies to this product when sold in that country.

 

Enabling Volume Discounts

To setup volume discounts you need to click on Prices, select the Enable Volume Discount when you're in product details and enter the relevant information.

Here we have setup the product pricing and so that the individual product when purchased costs $164.95. If customer adds two of these products to cart at $164.95, every product they add to the cart after that will cost $155.95 up to 5 products. After 5 products the cost per product drops to 145.95.

 

Adding a wholesale price to a product

You can setup your online store to offer your customers either retail or wholesale prices for every product. This means your wholesalers will see one set of prices whilst your end-customers will see another. It's easy to set this up:

  • Go to any Product and click on the Prices tab and choose between Consumer/Wholesaler and add the relevant price.
  • Go to any Customer record under CRM > Customers and click on 'Subscriptions', then click on "This customer is a wholesaler" checkbox to make that customer a wholesaler
  • In your online shop simply provide a generic Secure Zone login box so that your wholesalers can login and see wholesale prices instead of regular prices

Assigning a product to a Catalogue

To assign a product to the catalogue you need to go to a product, under eCommerce > Products and then click on Cataloges tab on top of the page. Then highlight the catalogues on the left an move them into the box on the right. You can highlight more than one catalogue by holding down Command/Control key and clicking on product names. 

Products may be assigned to more than one catalogue. Its unlikely that you will assign a Rock album to the Rock and Classical catalogues at the same time. However, from time-to-time you can create new Catalogues other than those mentioned above and assign existing products to them.

For example, when approaching the Christmas period, you may want to create a Catalogue called Christmas Specials and assign any album that is on special during this time to this Catalogue. When a customer visits your website and choose to view the contents of this catalogue they will see all albums that you've assigned to it, including Rock and possibly Classical albums.

 

Inventory Control

Here are the explanations of the options inside inventory control and the way they work and the way they can be used. For most online shops inventory control will not be required. From time-to-time however you will need to track inventory for products.

  • Control Inventory - this checkbox allows you to enable or disable the inventory. If you have an unlimited number of this product in stock you should leave the inventory disabled, otherwise you should select this option and enter the number of products you have in stock into the field below. The system will subtract the products from the total and update it every time the product is sold
  • In Stock - displays how many products there are left in stock
  • Can Pre-Order - This option goes hand-in-hand with the 'Control Inventory' option. If "Can Pre-Order" is enabled then when a product runs out of stock it can still be purchased by customers. The 'On Order' value indicates how many items are on back order.
  • On Order - On Order serves two puposes. Firstly you can display it on your online shop. Secondly if you choose to use 'Can Pre-Order' this value is automatically incremented when this item runs out of stock to indicate how many are on back order.
  • Re-order Threshold - the system will notify you when the number of products in stock drops to this level
  • Hide if Out of Stock - the product will be removed from the live website if this option is selected

 

Setting Product Dimensions for shipping options

Product dimensions must be entered if you are using integrated shipping. Integrated shipping function sends this information to the courier and post services such as FedEx, USPS, Aust. Post and those services send back the corresponding costs.

These can also be used in custom shipping options. You can setup the shipping options yourself where the system will apply the correct option according to the product dimensions. For more information on shipping, see Configuring shipping options.

The options below are displayed in inches and ounces for United States websites and in grams and milliliters for the rest of the world.

  • Product Weight in Grams - the weight needs to be in grams only for integrated services. For custom options you can use kilograms or even tonnes. It really depends on what type of products you are selling.
  • Product Width in MM - these fields also don't have to be in millimeters if used in custom shipping.
  • Product Height in MM
  • Product Depth in MM

Grouping Products together

If you wish to group certain product with other products, all you have to do is go to eCommerce -> Products and click on the product name, then click on Group Products Together. There you have to move products you want to group together from box on the left to the box on the right by clicking onto the arrow outlined below.

You then need to enter the product descriptions you want to be displayed in the dropdown. If you do not enter these, the product names will be used. You can then populate the below fields:

  • Default - will let you choose the product you want to display as default when customer views the product.
  • Weighting lets you re-order the products. Product with the highest weighting is displayed first in the dropdown menu.
  • Description in Group is added to the product name when product is rendered.

Adding Product Attributes

This option allows you to create attribute groups for any Product. For example a t-shirt can have a few attribute groups, e.g. Size selection (Small, Medium, Large), Color selection (Blue, Green, Yellow) and Type selection (Short Sleeved, Long Sleeved). Each attribute group is displayed as a drop down which the customer can choose a value from. Each attributes does not represent a different product unlike Product Grouping where each option in the group is a different product.

To add attributes to any product go to eCommerce -> Products and choose a Product, click on Attributes on top of the page and click Add New Products Attribute button . Type in Attribute Name e.g. Color, save it, and then add the items, such as black,red, blue etc.

You'll also need to add {tag_attributes} to the Large Product template.

Attributes can also be imported.

Product attributes can be rendered inside a dropdown, as checkboxes and as radio buttons. Here's the syntax for these different types:

Dropdown

color:red,green,blue

Checkboxes

color|6:red,green,blue

Radio buttons

color|7:red,green,blue

Each attribute group can be displayed as a drop down, radio or check box list in your online shop. Each attribute can optionally have a title, separate values in a group by comma (,) and separate groups by a semi-colon (;). Also, to specify that an attribute is required, add * after the attribute name

Example with titles: color:green,yellow,black;size:small,medium,large;type:short sleeve,long sleeve

Example without titles: green,yellow,black;small,medium,large;short sleeve,long sleeve

Example with required attributes: color*:green,yellow,black;size:small,medium,large;type*:short sleeve,long sleeve - in this example the color and type attributes are required, and the size one is not.

More advanced uses of attributes is to give each attribute value a price and/or image:

color:green|/Image.gif|US/12.99,yellow|/Image2.gif|US/24.99,black|/Image2.gif|US/29.99

Image and price are optional. If providing price for other currencies simply separate with |, e.g. green|/Image1.gif|US/12.99|AU/15.99. Do not use following characters in attribute names and titles: semi-colon (;), colon (:), comma (,) and pipe (|)

Note that images can only be used with checkboxes and radio buttons.

You have the ability to setup cross and up-selling of products. For example, if a customer purchasing a Cell Phone, you can significantly increase sales if at the time of adding the Cell Phone to the shopping cart, the customer was invited to also add a Hands Free Kit or a Car Charger or both. This is done using the Related Products feature.

To setup related products, login to the admin of your site and go to eCommerce > Products. You will need to ensure you have created both products you would like to link. Now select the product you would like to add the related item to and then click on the Upsell / Cross-sell option from the menu on the right.

You will now be provided with a full list of existing products, use the arrows to move products from the left pane to the right in order to add this as a related product.

Watch the video for further details on how to sell related products:

 

Creating Downloadable Products (E-Product)

These digital products are also referred to as e-products. This is the product in electronic form, which can be any computer file format such as video (mov, avi, mpg etc.), audio (mp3, wav, wma, etc.), image (jpg, gif etc.) and any other computer format. E-products can only be a single file. If you need to sell multiple files you to create an archive and distribute those files in a ZIP archive.

To set a product as an e-product, this is done during the process of creating a new product as described above. Go to eCommerce > Products and select the product you would like to modify. From within the product details screen, check the Downloadable Product checkbox.

When you tick the Downloadable Product checkbox additional fields will reveal. Here is the explanation of these fields:

  • File Name - it will display the name of the file that's currently stored in that product
    • Upload - this link will pop up the Upload Manager which will allow you select and upload the file you are selling
    • Download - this link allows you to download the file onto your hard drive.
  • Limit location of downloads
    • Original IP Address - If this option is selected the system will only allow the download from the IP address the purchase was made from
    • Any IP address - will allow download from any IP anywhere
  • Limit number of downloads - with this field you can set how many times the file can be downloaded.

NOTE: With some Payment gateways (such as Offline processing and non-seamless gateways), the payment is initially put in pending status until manually confirmed by the site owner or confirmed by the external payment gateway. e-Products within the order cannot be downloaded under this circumstances until the payment is confirmed as successful.

 

Selling recurring products

For any given product you can choose its recurring cycle and have the system automatically create orders that recur when a customer purchases such products.

To take advantage of this:

  • Go to eCommerce->Products and choose a product
  • Click on More Options and locate Cycle Type drop down
  • Set the appropriate recurring frequency for this product, you can choose between Once, Daily, Weekly, Fortnightly, Monthly, Quarterly, Half Yearly and Yearly

Now for example if a customer buys a handful of products in which a couple have a monthly recurring cycle, then upon successfully paying for the order the system will create a new recurring order with the recurring products.

The system will use payment details from the initial order for subsequent recurring orders. Also the original shipping charges will apply to subsequent orders.

 

Adding poplet images to Products

When designing an online store, it is often helpful to provide prospective customers with several different views of the same product. This can be achieved using a feature called Poplets, which generates a photo gallery-like display mechanism for your online store.

Watch the following video that illustrates how Poplets work and how to create them:

To add Poplets to your products, follow the below steps:

  1. Choose eCommerce > Products
     
  2. The list of products appears. Click the name of product in the list that you want to update with a Poplet gallery.
     
  3. The Product Details page appears. In the sidebar, click the option to Poplet Images.
     
  4.  The Product Poplet Images window appears. Click the links to the right of each field to browse to launch the Image manager.
  5.  Use the Image Manager to upload the product images from your local drive.
     
  6. When you have finished uploading the images for the Poplet gallery, click Save to close the Product Poplet Images window.