Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
  1. In the CMS, navigate to Settings → Feature Management → Products & Categories → Product Maintenance.
    Image RemovedImage Added
  2. Toggle Product Maintenance ON and click Configure

  3. Tick the product feature options you wish to maintain in the CMS.

    FeatureDescription

    Enable Product Description

    Image Modified

    Do you want to be able to enter/edit a description for a product online?

    Default: ticked

    Product Description Field Prompt: Edit the heading label if required. Default: Product Description

     Enable Product Notes 

    Image Modified

    Do you want to include a 'Features' field option?

    Default: ticked.

    Product Notes Field Prompt: Edit the heading label for 'Features' if required. Default: Product Notes




    Enable Note Fields 1 - 5

    Image Modified

     These note fields contain data stored in PRONTO's stock-notes table. Ticking each of these options allows the data to be viewed in Product Maintenance. They cannot be edited.

    Info


    Image Modified

    Tick/untick to show/hide the features to be maintained online for a product. If unselected here, the field will not be displayed in the Product Maintenance page. Note - some features need customisation to be fully operational on your site. 

    • Hide Product is Gift Card Option field -  untick to enable a product to be a gift card
    • Allow Ordering Gift Card with Gift Card - tick to allow purchase of a gift card with a gift card 
    • Enable Maintenance of Postage & Handling - tick to enable a Postage & Handling field to be displayed
    • Enable Maintenance of Ribbon Flags - enables ribbon flags to be set online for a product. Ticking this option opens the Ribbon Flag Options in this screen. You can add and delete ribbon flags used on your website (see step 5 below)
    • Enable Contract Ribbon Overrides - enables a ribbon flag to be set against a product price code for a Customer. (See below.)
    • Enable Maintenance of Warranty - enables a Warranty field to be displayed for each product
    • Enable Maintenance of Product Categories - enables the creation and editing of categories for a product in the CMS (instead of being maintained in the ERP and integrated to the web). Also allows products to be added to / removed from a category in Product Maintenance via the CMS

    Warning

    Note - the system flag 'Disable Product Category Integration' must be turned on in order to wholly maintain categories via the CMS. Otherwise, category information in the CMS will be for reference only, as it will be overwritten on every integration.


    Integration Mode

    Default mode: 'Default'. Product Master data is integrated from Pronto and products will be considered valid for the web if they have a sort code assigned and meet condition requirements.

    'Online': Products are marked valid in the CMS.

    Image RemovedImage Added

    • Enable Maintenance of Product Accessories - allows maintenance of related additional products online for a product (also known as Cross Sell).
    • Enable Maintenance of Product Alternates - allows maintenance of related alternate products online for a product (also known as Up Sell).
    • Show Category Code in dropdown - appends the category/sort code to the description in the dropdown selector.

    OFF

    Image Modified

    ON

    Image Modified


    Maintenance Mode

    ERP: If selected, only exclusively online content will be available for maintenance.

    Web: If selected, product information is completely maintained online.

    Ribbon Flag Options

    Appears only if 'Enable Maintenance of Ribbon Flag' above is ticked. You can upload and delete ribbon flags that can be assigned to products in Product Maintenance. BPD contains several default ribbon flags and you can also add custom ones here. See Product Ribbons for more information. 

    Contract Ribbon Flag OptionsEnable configuration of ribbon options based on product price codes. These can be setup per Customer and overridden at a product level.


     
  4. When you have finished setting the options, click Save or Save and Exit.


...

  1. Navigate to Product & Categories → Product Maintenance. All products are automatically listed. 

  2. To find a product, in Product Search, enter the product code, product name or keyword relevant to the product. Leave it empty if you want to find all products by a particular filter.

  3. To add a filter, select a filter in the Filter dropdown, otherwise leave it as 'All'.   

Image RemovedImage Added

4. To run the search, click Search. Products found by your search criteria will be displayed. You can edit a product by clicking Edit next to the product. 

5. To clear your search and return to the default 'Product Search' screen, click Reset Search.


...

Tip
titleExpand/Collapse Sections

To aid ease of viewing, each section can be opened or collapsed. Click 'Expand Section' or 'Collapse Section' as you need. 

Image RemovedImage Added


1. ERP Product Data

This section displays the product information integrated from your ERP. The data are for reference only as they are not editable in the CMS.  


Image Modified


2. Product Information

The Product Information section contains product fields that can be edited in the CMS. Below is a table containing each field and its usage.

FieldUsage

Display Online

Image Modified

(Available only if Integration mode is 'Online'; otherwise, a product's status defaults to that in the ERP.)

Determines whether the product is active and searchable by users on your website.

  • OFF: you will see the message 'the product is not considered Item Valid (The 'Display Online' setting above is disabled)' here. The product will not be searchable by users on your site. 
  • ON: the product has the status 'Active' in Product Maintenance and is searchable.

    Note
    titleWhy is my product not searchable?

    If 'Hide Child Attributed Products' is active on your site (see Product Variants help), one of two messages appear under the 'Display Online' toggle.  They are reminders that whether an active product is searchable also depends on:

    • whether it is a child product. Child products will not be listed in search results when 'Hide Child Attributed Products' is active.  The message for a child product includes an alert that it is not searchable. Only the Master product will appear in the search results.   
      Image Modified
    • whether Category and Search caches have been refreshed after updates or configuration changes. This message appears for all non-child products, including Master products. See All about Cache Management help.  
      Image Modified


Title

The Product Title widget in your Product Detail template will display what is entered here. 

If left blank, the widget will use the product description from the ERP.

Sub TitleIf the 'Show Subtitle?' option is enabled in your Product Title widget, the content from this field will display.

Product Description

The WYSIWYG textbox provides for formatted descriptions. This content can be displayed via the Product Description field in the Product Field widget.

To display the input textbox, hover your pointing device in the textbox, and click the Image Modifiedicon that appears. 

Image Modified

When you have finished editing, remember to click Save

Product Notes

The WYSIWYG textbox provides for formatted product feature notes. This content can be displayed via the Features heading in the Product Field widget. It is stored in the product table under 'ProductFeatures'.
Notes (1 - 5)

This content is integrated from PRONTO and stored in the product table under 'Notes1' (or Notes2, Notes3, etc.).

You can display it on the Product Detail page using a Product Field widget.

Postage and HandlingThis content is stored in the product table under 'PostageAndHandling' and can be displayed via the Product Field widget.
WarrantyThis content is stored in the product table under 'Warranty' and can be displayed via the Product Field widget under the heading 'Warranty Information'.
Ribbon Flag

A ribbon flag can be set to display on the product image. Several Product Ribbons are included as standard in BPD, but you can add your own custom ribbons.

Image Modified

Ribbon Start Date / Ribbon Expiry DateA set ribbon can be displayed for a specified period, e.g., for a limited time promotion. If required, set Start and Expiry dates and times for the ribbon flag. If there is an expiry date/time, the system will remove the ribbon automatically.
Is Gift CardIf this product is a gift card, toggle ON. This detail can be displayed via the Product Field widget under IsGiftCard. 
Show Price as POAON: 'POA' (price on application) is displayed on your website instead of the product price.
Is Dangerous GoodsON: flags the product as a dangerous item. This detail can be displayed via the Product Field widget.
Is Free FreightON: flags that the product has free shipping. This detail can be displayed via the Product Field widget.
Is Tailgate RequiredON: flags that the product requires tailgate delivery. This detail can be displayed via the Product Field widget.
Is Email DeliveryON: flags that the product is delivered by email. The information can be displayed in the Product Details page via the Product Field widget by selecting the Product Field 'IsEmailDelivery'. (For further details about setting up a product for email delivery, click here.)
Is ReturnableIf toggled on, this content can be displayed via the Product Field widget by selecting the Product Field 'IsReturnable'.
Delivery and Pickup OptionSelect whether the product is for Delivery, Pickup or both. The selected option will display in the Product Detail and Shopping Cart pagepages. NOTE - If a specific option is not selected, it will default to both.


Here's an example of a product being edited in the CMS, and the resulting output on the website. Keep in mind that this site's Product Detail template contains several Product Field widgets, each displaying content from a different field in the above table. 

Product Maintenance in CMSResulting Output

Image Modified

Image Modified



3. Categories

...

These values are normally auto-generated on first integration. You may edit any of these values as required and they will not be overwritten on subsequent integration events.  

Image Modified

FieldDescriptionExample
SEO UrlThe user- and search engine-friendly URL for the product page.

Here's an example of these SEO settings in the real world.

The Commerce Vision Blog is obviously not a product, but the principles are the same.

Image Modified

Page Title TagThe title that displays on search engine results pages, just above the URL.  
Meta Description TagThe blurb that displays under the Title and URL.

...

1.     To add an image or multiple images simultaneously, click Upload Images.

Image RemovedImage Added

2.     Navigate to your file(s) and click on them to select. Use 'Ctrl-click' or 'Shift-click' to select multiple images. Click Open.

Image RemovedImage Added

3.     Once the images have finished uploading, click Insert.

Image RemovedImage Added

4.     Alternatively, if the images have already been uploaded to the CMS file manager, you can click multiple image checkboxes simultaneously and click Insert.


Image RemovedImage Added

5.     Whichever method you use, once you click Insert, the image thumbnails will now appear in the product's media list.

Image RemovedImage Added

6.     You can add a description and tag to your images by entering a value in the Add Tag field.

7.     Click Save or Save and Exit.

Tip
titleAre image colours not as expected?

Multiexcerpt include
MultiExcerptNameAre the image's colours off?
PageWithExcerptFAQs from Commerce Vision Support


...

Video can also be added quickly and easily. Both YouTube and Vimeo formats are supported.  To add a video, see our guide - Adding Video to a Product Page.

Image Modified



7. Documents

...

Repeat as required, then remember to Save

Image RemovedImage Added

Accessories & Alternates are then displayed on the Product Detail page via the Cross Sell / Up Sell Widget.

...

Repeat as required, then remember to Save.

Image RemovedImage Added

Accessories & Alternates are then displayed on the product detail page via the Cross Sell / Up Sell Widget.

...

A product can be flagged as a Master Product here by toggling ON 'Is Master Product'. Child products can then be added to the Master product. For more information and a how-to guide to set up Master/child features, see Product Variants.  

Image RemovedImage Added


12. Product Subscription

...