Predefined Products

Products and Prices > Predefined Products

This section allows you to manage products for which personalization is not required. For example, business card holder, banner stand, etc.

Action Menu (right side of screen)

View: See display all the details related to this product for e.g. Total orders for this product, Amount, Additional option used, Additional options rules, Settings etc.

Price: You can select to view the price for Retail, for all organizations or for particular organization. You can also search and see the price for Additional options if you have created any additional option.

Images: Here you can view Image Gallery and print ready file uploaded, if any. If you want to Add, Edit or Delete any of these click on 'Edit' icon with a pencil mark.

Edit: Edit basic product details.

Product Price: Directly takes you to the interface wherein you can edit/add Retail and Organization price for this product.

Add Bulk Price: You can add multiple Quantity and Price using this option using comma as a separator between quantity and price. E.g. 1000, 250 then press Enter, type 2000, 450 and so on...

If you have the price data available in MS Excel format, you can just copy paste in the space provided. You can also use the Generate Range option if you want to have quantity in series.

Additional Options: Add / edit additional options.

Moreover, from the Action dropdown there you can carry out related functions such as edit details, edit price, duplicate it or delete it.

Combined Options Price (Admin > Products and Prices > Print-to-Order Products > Action dropdown > Additional Options > Combined Options Price (Top Right Link))

Once you have configured all product additional options, this interface allows you to setup a group pricing for a combination of more than one additional option which can be of the type ‘Drop Down’ or ‘Radio Button’. Enter the name for group you want to create, select the options you want to combine for pricing and also a default additional option which is required to apply additional option properties wherever applicable.

During the customer order process, system will first check for group price if available for product additional options. If group price is not available, individual product additional option price will be considered automatically.

For product additional options that are hidden based on additional option rules for particular product, price calculation on storefront may not work as expected. Deletion of any additional option may also result in deletion of related additional option group and their pricing.

Additional Option Rules: Directly takes you to an interface from where you can set rules, according to which the additional options will display for this product on your storefront.

Some of the important fields are described below:

Select Rule: You can create a rule based on either of the following two options:

Size-Quantity based: For the options you choose in Select Size & Quantity, the options clicked under Additional Options will not show on your storefront. At a time, you can only choose one option in each field under Select Size & Quantity. However, you can click multiple options under Additional Options.

Additional Option based: If you choose this option from Select Rule, then options clicked under Additional Options will not show on your storefront.

Size – Additional Option based: This option is combination of both, Size and Additional option, here you will be able to create a rule based on Size as well as Additional Options.

However, if you choose Additional option based rule then, for Select Options you can select multiple variables and click AND/OR as per the instructions there. Next, click the Additional Options which will not show on your storefront whenever your customer selects the options you chose in the previous field.

Meta tags: Edit Meta tag details for this product.

Gallery: Upload multiple images of this product which will display on your storefront when your customer open this product's page.

Stock Management: Edit product stock details configured for particular predefined product.

Upload Print Ready Files: Allows you to upload a print ready file which will serve as the final print ready file for the particular predefined product.

Settings: Enter the details to enable settings specific to this product. Following is a brief explanation of the important fields:

Enable Promotional Text on title: Enable product promotional text to be displayed adjacent to product title.

Product Promotional Text: The text provided in this field will display over product box in a form of a badge and also as a text adjacent to product title.

Product Badge Pattern: Selected Badge pattern will be displayed over product box along with promotional text written on it.

Shipping Price Management: Enter shipping price for various shipping options. If you have added shipping zones, you need to first select the zone from the dropdown menu and then enter shipping price for that zone.

Delete: Permanently delete a product with a 2-Step process.

Add

Products and Prices > Predefined Products > Add (Top Right Button)

Adding a product is a multi-layer process which includes:

• Adding basic product details
• Setup Product Sizes
• Set Price (Retail & Organization)
• Update Meta Tags
• Adding Basic Product Details

Begin with adding the basic details about the product. If you have multiple languages enabled, you need to manually enter the translated content. Some of the important fields are described below:

Enable Stock Management: Manage inventory levels; when finished click 'Save & Continue'

Setup Product Size

Follow the same process as Setup Product Size for Print-to-Order products.

Title: This is the product size label which will show on the online calculator dropdown of your storefront. Also you will see this information displayed wherever product size is mentioned. You can enter size as small, medium, large, etc.

Size: These measurement will be used on your Online Calculator.

Customer Type: When you select a specific organization or retailer, a list will display of all organization customers and retailers. Enable the product for a specific customer type.

Set Retail Price

Pricing table options for this product will display based upon Price Defining Method setup.  To add new rows for pricing, click on the Add New Price Link at top right.  Prices for various quantity levels can be set in Fixed Quantity & Price.  For products identified as Range Base with/without Multiplication, enter your quantity range and pricing in the appropriate fields.  Refer to Product Price section for more explanation.  

If this product is assigned to Organization Customers or Both (Retail & Organization customers), then the next step will be Set Organization Price.

Set Organization Price

This interface allows you set organization pricing from the Select Organization dropdown in two ways:

Common Price for All Organization: Pricing set here will be applicable to all organization customers.

Individually for each Organization: Select the Organization name from the dropdown list.  Enter pricing applicable to all departments in that organization.  To set individual pricing for multiple organization customers, go to Product Price.  Enter prices and save changes.  If stock management is enabled, the next step will be Manage Stock Account History. Otherwise, you will be redirected to Update Meta Tags.

Manage Stock Account History

From Stock/Remove Stock enter/submit the current quantity of this product.  The adjusted stock quantity will display under Stock Summary. The stock quantity will adjust automatically following customer orders (if notifications have been set up).  To edit the stock notification, go to:
Admin > Content Management > Search with “stock” > Action dropdown > Edit
Search previous records from the table below.   Stock history can be exported Excel.

Update Meta Tags

Enter SEO-friendly content for Page Title, Keywords and Description. If you have multiple languages enabled, manually enter the translated content. Save changes to move to the next step - Additional Options. If this product has no additional options, then simply Save Changes and the product is created.

Add Additional Options

This interface allows you to add the additional options that you offer to your customers. Moreover, from the Action dropdown there you can carry out related functions such as edit details, edit price, duplicate or delete.

Add Additional Options from the link on the top right. Some of the important fields are described below:

Description: Add Additional Options from the link on the top right. Additional options can be in the form of text, image or video.  Some of the important fields are described below:

Type: Select the field type for additional options such as: 

1. TextBox
2. Radio Button
3. Drop Down
4. Text Area
5. Check Box
6. Upload File
7. TextBox- Price without multiplication
8. TextBox - Price with multiplication

Difference between the three types of TextBox fields are as follows:

Text box: Here only text can be entered, no calculation is possible if this option is selected.

Textbox – Price Without Multiplication: Enter only numeric value can be entered, price calculation will be done based on quantity and attribute option entered in the range (Upto). For e.g. 5(Additional Option Price) * (100) product price = 500

Textbox – Price with Multiplication: Only numeric value can be entered; price calculation will be done based on quantity and attribute option, price will be multiplied with the value entered in the range (up to). For example 5 (additional option Price) * 50 (No of pages) * 100 (Product price) = 25,000.

Select Option Group: Any additional option group that you have added from Edit Additional Option in Action dropdown will display in this list.

Type: Click the type of display you want for this additional option. Clicking Text Box will display a text area near the online calculator, where your customer can notate any additional information.

Add Additional Option Group from the link on the top right. This allows you to categorize additional options up to 2 levels: Additional Option Group - Additional Options. When finished, click 'Save Changes' and the product is created.

Kit Product

Products and Prices > Predefined Products > Kit Product (Top Right Button)

You can create a product KIT for Predefined Products only. In kit product, you can group multiple products and can create a Group (Kit). This kit will be displayed on the separate link (KIT Products) wherein all the Kit products will be displayed.

Click on the “Add” button to create a product kit the already defined kits will be displayed in the grid on the Kit Product page.

Customers can also place an order for products inside the kit, individually from main Product list. 

You have to make the link active from admin panel for Kit Product from:

Admin > Store Personalization > Links - Header / Footer > Kit product

Import Products

Products and Prices > Predefined Products > Import Products (Top Right Link)

To mass upload product details, pricing and additional options, simply follow the step by step instruction mentioned there.

Following is a brief highlight for each of the steps:

Step 1: Download Sample File

Once you download the sample file, you are required to enter details in the sequence of the tabs.

Note following points to avoid wrong or omitted product entries into the system:

Do not delete or interchange any column in the sample excel file

Do not change title of any column

Leave blank column or sheets that are not relevant

Columns with heading in yellow text are mandatory to fill

For clarification about any column title, look up in Step 2. Sheet names are displayed in tabs

For organization_id of specific organization customer, look up in Step 2 > Organization Details TAB

Before filling the Excel file, ensure that you use the same measurement unit that you have set in...

Admin > Store configuration > Settings > Search with “Size” > Select from dropdown list for 'Measurement Unit for Product Size'

In case the units are different then, your products will not upload correctly into the system.

If you have multiple sizes/price/etc. for a product, then drag drown the product name until all its options in the corresponding row cells. For example, Business Card has 5 size options, then in Column A, drag Business Cards for 5 cells. Next, add the remaining details.

Step 2: Fill Up Date & Help

Information here serves as a reference for you to fill in the Excel file. For example, you can look up the Organization Id from here and accordingly fill in the Excel file.

Step 3: Upload File

Simply select the product type and upload the Excel file.

Step 4: Map Database Field

You can check tab details which are correctly taken from the Excel file.

Step 5: Imported Data Summary

Click 'Import' and all the valid data will be imported into the system.

Related Product

Products and Prices > Predefined Products > Related Product (Top Right Link)

This section allows you to set related products to increase the chances of upselling and cross-selling on your storefront. To set Related Product, first choose a product from the dropdown list. Next, Select Related Product options will appear with following options. 

Brief explanation is as follows:

None: No related products will display for this product.

Specific Products: Clicking this option will instantly display all your products. Click the ones you want to display as related products for this product.

Refer Common Settings: Related products for this product will show as per the settings in Related Product List.

Note: Display Related Products only on Checkout Page: By default, related products are displayed at two places on your storefront – product page and checkout page. However, if you do not wish to display related products on any of your product page then, go to…

Store Personalization > Product Page Layout

If your default layout is one of the pre-built layouts, then create a duplicate from Action dropdown. Remove the Related Product block and mark it as Default. If you have created a new layout then, simply remove Related Products block under Arrange Blocks. More on this is explained in Product Page Layout.