Products are created and managed for each supplier. Each product requires substantial detail in order to sell it effectively on the storefront. While this help topic provides detailed descriptions about each field in a product, we highly recommend if you need to add a product you make a copy of an existing product as a starting point rather than adding one from scratch. Making a copy of a similar product will ensure the revenue type, navigation category and charging basis are all set up without you worrying about it!
Add a new product:
- Open the Supplier and navigating to the Products menu option.
- Click "Add New Product" in the upper or lower left corners of the products grid.
Product Details
The main form for the product has the following fields:
| Field Name | Description/Where Used | ||||
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| Name |
Name of the product; appears in summary view of product listings and is bolded when viewing the product detail. |
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| Supplier |
Link to the supplier organization responsible for delivering the product. |
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Short Description |
Appears on the Admin side only. If you are trying to edit the description shown on the Customer portal, see the Description tab instead. |
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| Code |
Alphanumeric code for the product. |
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| Numeric Code |
Numeric code for the product (used for Edlen products). |
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| Revenue Type |
Determines the specific revenue bucket for the product and which tax and gratuity schedules will be applied. |
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| Unit |
The selling unit of the product; see above illustration where used. |
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| Pricing Basis |
Determines how the item's charge will be calculated. Options include: |
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| Advance Price |
Default advance price for all price tiers when this product is added to an event. |
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| Standard Price |
Default standard price for all price tiers when this product is added to an event. |
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Minimum Required |
Minimum quantity the customer must order of this product. |
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| Maximum Allowed |
Maximum quantity the customer can order of this product. |
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| Display Template |
If the product is defined as labor (with the "Is Labor" checked below), this should be Product - Labor Detail. If the product is defined as freight (with the "Is Freight" checked below), this should be Product - Freight Detail. Otherwise this should be left as (none). |
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| Customer Template (Legacy Store Only) |
Product - Half Page displays the product in detail when viewed but leaves the department navigation menu on the page; Product - Full Page displays the product in detail and takes the entire width of the page.
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| Quantity Label |
This is the label for the field in which the user types the quantity he/she wants to purchase. If there is no value, the word "Quantity" will be the default. More useful labels might help the user in certain circumstances such as "# of ppl" for labor, or "# of Sq. Ft." for carpet. |
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| Delivery Label |
If the product has a delivery date and/or time, the label of those fields defaults to "Delivery Date/Time". You may want to override the default with something like "Start Time" and can do so in this field. |
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| Pickup Label |
As with Delivery Label, you can control the prompt for the user in the cases when a product has a Delivery date and/or time. |
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| Zero Price Label |
Optional label to be displayed instead its zero price (i.e. $0.00). Examples include "Call for Quote" or "Included in Package". |
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| Only Available in the Advance Pricing Period |
When checked, this product appears on the storefront only until the advance pricing period passes. |
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| Ignore Tax Schedule |
Regardless of the tax schedules associated to the revenue type to which this product is linked, the product will not be taxed. |
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| Ignore Gratuity Schedule |
Regardless of the gratuity schedule associated to the revenue type to which this product is linked, the product will not have gratuity applied. |
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| Quantity Can Be Fraction |
Determines whether the product can have decimal quantities or not. |
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| Is Estimate |
Determines whether the product will be included in the order's total when initially selected by the user. Labor and Freight are often not charged up front and are therefore flagged as "Is Estimate". This flag can be turned on and off at the order level once you are ready to charge the customer for the product. |
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| This Is Labor |
Determines whether the prices for this item will be affected by holiday and overtime multipliers if the product is requested within those time periods. You must establish labor schedules for this to have an impact. |
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| Requires a card on file |
When this product is part of an order, the user will be prompted for a credit card to put on file to charge actual charges incurred (both the Admin or Storefront). |
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| Prompt for Unique Number |
This field controls behaviors in third party interfaces where unique codes, such as I.P addresses or telephone extensions are required. If these will not need to be entered for this product, leave it unchecked. Your Telling Stone representative can help you determine if this is needed. |
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| Is Bundle |
Indicates whether this is a parent product that will have other child products connected to it (i.e. a Boomer Bundle). For more information on bundles, see Boomer Bundles. |
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| Fee Exempt |
If this product's revenue type has a fee connected to it in your system (such as a delivery fee), this flag determines whether adding this product to a shopping cart has the fees applied or not. |
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Display Order |
Determines the display order of the product within its navigation category on the storefront. |
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Is Freight |
Check this if the product is freight that will be calculated using the CWT formula. Otherwise leave unchecked. |
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| Type |
Defines the type of freight product (choices include Advance, Direct, Small Package, Cart Load). |
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| Material Handling Schedule |
Applicable only if the product as been defined as freight (i.e., "Is Freight" is checked above). Connects the product to a material handling schedule that determines how it will be charged. |
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| Requires delivery date and time |
User will be prompted to enter delivery date and time when this item is added to the cart. |
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| Requires pickup date and time |
User will be prompted to enter pickup date and time when this item is added to the cart. |
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| Default Pickup Time (in hours) |
Number of hours the default pickup time will be from the delivery time. |
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| Has Times |
If the "Requires start date and time" and/or the "Requires end date and time" are checked, this controls whether the user is prompted to enter a time as well as a date. |
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| Invoice Display Flag |
Determines whether the product prints on the invoice. Options include: Always, Exclude when in a Bundle, Always Include. |
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| Requires agreement to a clause |
If checked, the user will have to agree to terms and conditions before adding the product to their cart. The terms and conditions text should be placed in the "Clause" field. |
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| Automatically Publish on Storefront |
Will this item appear on the Storefront when a supplier and their products are added to an event. |
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| Automatically Publish in Admin |
Will this item automatically be associated to an event when a supplier is added to an event. |
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| Admin Comment |
This field can control certain visibility on reports. Admin Comment values that control visibility on reports include: NoPrintOnBoothCheckList - the item will not be included on the Booth Check List report
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Description (tab)
Determines what appears in the details of the product (see image above). Since the description is typed in an HTML editor, formatting (such as spacing, colors, font size, etc.) and linking are all available. Description can be as simple or as elaborate as necessary. If you are familiar with HTML, you can even imbed additional images, videos, etc.:
Images
An image may be uploaded to represent a product. See image above to see where the image appears in the product detail. To add an image:
- From the Product's left vertical navigation menu, choose "Images".
- Click "Browse" and search for a product image.
- Click "Save" to view how the image will appear in large and small modes (depending on the shopper's screen resolution).
Navigation Categories
Each product may be assigned to one or more navigation categories as described above. To assign one or more navigation categories:
- From the Product's left vertical navigation menu, choose "Navigation Categories".
- Click the check boxes next to each navigation category applicable to the product.
- Click Save or Save/Close.
Attributes
Attributes represent a presentation of choices for a given product during the process of adding it to the shopping cart. Attributes help to define things like color, size or brand. There are two steps to defining an attribute for a product:
Step 1: Define the Attribute Itself
- Click "Add New" in the Attribute grid on the left hand side of the screen.
- Fill in the form using the definitions below.
- Click "Save".
| Field Name | Description |
|---|---|
| Name | Name that will appear when the user is presented with the attributes; therefore, name this wisely! |
| Display Order | If a product has multiple attributes, this defines the order in which it appears in the product detail. |
| How Many May be Picked | Determines how many the user will choose when making a selection. |
| Control Type | Options include: Text Box, Multi Line Check Box, Check Boxes, Drop Down List, Radio Buttons, List Box, Image List (Store 2) |
| Is Required |
Determines whether the user must make the a selection before the product will be added to the cart. |
Here is the skirt attribute as illustrated in the product detail form above:
Step 2: Define the Attribute Values
- With the attribute type highlighted in the left grid, click "Add New" in the grid on the right hand side.
- Fill in the form using the definitions below.
- Press "Save".
| Field Name | Description |
|---|---|
| Name | Name of the attribute that will appear as a value. |
| Adjustment Type | Amount, Percent or a Formula. |
| Adjustment Description | Control the detailed text describing the attribute value. |
| Formula | Used only with the assistance of Telling Stone. |
| Advance Price Adjustment |
If this attribute costs more or less than the base advanced price of the product, enter that value here. |
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Standard Price Adjustment |
If this attribute costs more or less than the base advanced price of the product, enter that value here. |
| Display Order |
The order in which the value appears as a selection. |
| Exclude From Price Adjusted |
Used only with the assistance of Telling Stone. |
| Is Own Product |
Determines whether the attribute value will group together with the product's name to list as its own product on reports. A carpet is an example of this: 10' x 10' Carpet Color: Gray will appear as its own product on delivery and pull lists. |
| Has Related Product |
Determines whether the attribute is connected to a completely separate product (this is often used when a skirt color is connected to an actual skirt product, which will be listed separately on the pull list). |
| Use Parents Quantity |
Determines whether the product should follow the quantity of its parent (often used with skirts so if the quantity of tables is changed, the quantity of the skirts follow). |
| Related Product |
If "Has Related Product" is checked above, this defines what the related product is. Use the picklist to search for and associate the product. |
| Code |
Either the Related Product's code or a random value if "Is Own Product" is flagged above. |
| Code Numeric |
Optional/not yet used. |
| SKU |
Optional/not yet used. |
| Image |
When the attribute type is a control type "Image List", this image will be displayed along with the value for selection by the customer. |
Here is one of the attributes for the color as illustrated in the product detail form above:
An Example: Carpet Color
One of the more popular reasons to set up an attribute is to define a product's color. Whereas in the above example for the table and drape, the color is connected to another product completely (the Blue Drape), in the following example, a carpet color is defined:
In the color definition itself for a carpet color, you simply need to define the following:
- Name the color
- Give it a display order (its order among the other colors)
- Check "Is Own Product".
- Enter a code in the Code field (anything will do)
- Click Save/Update.
Repeat for each color you want to add.
"Is Own Product" is important as in this case the attribute is distinguishing one color carpet from another. Checking this option will ensure it appears on reports listed as its own product, such as this:
10' x 10' Carpet - Red
10' x 10' Carpet - Blue
The 10' x 10' Carpet is only a single product in Boomer, but the color attribute flagged as its own makes the color append to the end of the product's name, making its own product.
Bundled Products
If the product has been marked as a bundle, an additional menu appears down the left hand side. This allows the user to define the child products to be connected to the parent product:
For more information on Boomer Bundles, see Boomer Bundles.
Cross Sell
Cross selling products is not yet available in Store 2.0. Look for this feature in the near future.
Required Products
This feature is not yet functional.