This screen displays a single Product. This Product can be used to define merchandise, downloads, donations, fees, recurring fees, account payments, event reservations, or memberships and renewals.
New Product Information |
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Product ID / SKU: | This is the Product Name/Code that is displayed on all Commerce Page and saved ion the Order database to uniquely identify this Product in an Order. |
Enable: |
Check this field to enable the Product or uncheck this field to disable the Product. Enabled Products will appear on Order Form, Catalog, and Catalog Detail Pages and be available to Customers for ordering, while disabled Products will not. In addition, if a Product is disabled after a Customer has added it to his/her cart, then the Product will be automatically removed from the cart, before the Customer is allowed to submit the Order. Also, when a cart is retrieved or a completed Order is re-ordered, then disabled Products are automatically removed from the new cart. When a Product is disabled, its relationship with various Product Groups is maintained, so if you need to re-enable the Product in the future, you can quickly do so and have it automatically appear in all of the same Product Groups as before. If you are needing to disable a Product because of inventory issues, then you might want to use the Track Inventory feature on this screen instead, because it allows you to display an out-of-stock message to Customers. Tag clouds will automatically be updated when you enabled/disable Products. |
Unit Price: | This is the price of a single quantity of this Product in your base Currency. |
Product Options |
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Recurring Payment: | Select this box if you would like this Product to be displayed and processed
using the built-in recurring payment features. NOTE: If a payment gateway is enabled in the Site Settings, the system will set up a Billing Profile in the payment gateway's system to charge the credit/debit card provided with the Order automatically at the beginning of each Payment Period for the specified Number of Payments. (Some payment gateways require an extra fee to handle these forms of transactions. Check with your payment gateway provider for more information). NOTE: Currently, this feature is not available for PayPal Express Checkout payments. |
Allow customer to set schedule: | Check this box if you are collecting recurring donations, and you want your
Customers to be able to setup their own recurring payment amount, start date,
payment period, and the number or payments. These options will be displayed
automatically on the Commerce Pages. TIP: The Start (days), Number of Payments, and Payment Period for this Product (below) are used as the default schedule presented to your Customers when this Pselecting this Product. |
Start (days): | Enter the number of days from the Order Date that you wish the recurring
payment cycle to begin. "0" will start the payment cycle immediately, and the first payment will be captured at the point of purchase, and each payment period after that until all payments have been collected. A "1", for example, will capture the first payment the day after the Order is placed, and each payment period after that until all payments have been collected. If "Allow customer to set schedule" is enabled, then the Start (days) is used to calculate and display the default Start Date presented to the Customer. So a value of "0" would display today's date, and a value of "1" would display tomorrow's date. IMPORTANT: A value must be placed in this field if you are using a payment gateway. |
Number of Payments: | The number of recurring payments to be captured. Please see specific
information for your payment gateway below. Authorize.Net: You may enter any value up to 9999 or leave the field blank for no limit. ClearCommerce: You may enter a value between 2 and 999 or leave the field blank for the default (i.e. 999). First Data Global Gateway (formerly LinkPoint / YourPay): You must enter a value between 1 and 99. You may not leave this field blank. PayPal Payflow Pro: You may enter any value or leave the field blank for no limit. PayPal Payments Pro: You may enter any value or leave the field blank for no limit. Sage: You may enter any value or leave the field blank for no limit. |
Payment Period: |
This periodicity of this recurring payment. Valid values are:
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Sage Group ID: | This field will appear if you are using the Sage payment gateway. You may enter a recurring group ID from Sage's control panel so that all recurring profiles for this Product are associated with a certain group. If you leave this field blank or set to 0, then a new group will be created each time this recurring Product is purchased. |
Taxable: | Select this check box is tax should be calculated for this Product. |
Shippable: | Select this check box if this Product must be shipped. Any shipping charges will be calculated for the quantity of Product (and each recipient) during the checkout process. |
Weight: | You can use this optional field to enter the weight for the Product in whatever unit you desire (e.g. pounds [required by ShipWorks], ounces, kilograms, or etc.). This value is not used for calculating shipping costs for customers (see fields below for that). It is also never displayed to customers. The value supports 4 decimal places.
If you are using ShipWorks, then the weight value you enter here will be sent to ShipWorks for each ordered item, so that you do not have to weigh packages when printing shipping labels. If you are using ShipWorks, then you must enter the weight in pounds. |
Primary Weight Points: | If this Product is shippable, Points provides a flexible way to adjust the shipping surcharge applied to this Product (based on weight, size, etc). Points are simply numeric values that are multiplied by the quantity of this Product in the Cart by the Shipping Method selected. |
Secondary Weight Points: | If this Product is shippable, Points provides a flexible way to adjust the
shipping surcharge applied to this Product (based on weight, size, etc).
Points are simply numeric values that are multiplied by the quantity of
this Product in the Cart by the Shipping Method selected. TIP: Secondary Weight Points allow you to fine tune Primary Weight Points or replace them altogether for certain Shipping Methods. |
Preparation Time: | Specify the number of calendar days required to get this Product ready to
ship. This is calculated from the Order date and is used in the Arrival Date
calculations. TIP: This lead time is necessary for transit calculations if you are using the Arrival Date feature to guarantee delivery of this Product by a certain date. This value is ignored if Shipping Cut-offs are configured for an Arrival Date. Shipping Cut-offs override Preparation Time for Products, transit values for Shipping Methods, and Transit Adjustment Days for Countries. |
Free Shipping: | If the Product is shippable, but you would like shipping surcharges to be
waived for this Product, check this box. NOTE: Any free Products that are shipped, must be sent to a recipient that is also receiving a Product that is not free on the same Order. This ensures that the Customer is not charged shipping for a Product that you are giving away. |
Extra Shipping Cost: | This amount will be multiplied by the quantity and added to the total
shipping cost. TIP: This feature is generally used for Products that might require extra preparation time and/or expense. |
Allowed Zones: | If shippable, these are the States/Provinces and Countries that the Product
can be shipped too. NOTE: This zone is cross-matched with the available Shipping Zones and any matching Shipping Methods are displayed for the Customer to pick from on a Shipping Method Page. If no zones match, then a message will appear and the Customer will be asked to change the shipping address or remove the Product from their Cart. |
Disallowed Zones: | If shippable, these are the States/Provinces and Countries that the Product cannot be shipped too. |
Commissionable: | Check this box if this Product qualifies for a commission payout to the Affiliate associated with the Customer referral. |
Commission Rate Limit: | This is the maximum commission rate (%) for this Product. Leave this blank if you do not want a specific limit placed on this Product (and the commission rate of the Affiliate associated with the Customer referral will be used instead). |
Catalog, Order Form & Cart Page Display Options |
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Short Description: | This is the text Product description that is displayed on the Order Form Page (when the "Drop-down Selection" is chosen for the Page's Product Layout). The short description may also appear on various Pages during the checkout process, depending on what the "Product Description Type" Page property is set to (by default the full description is used). |
Full Description: | This is the HTML Product description that is displayed on the Order Form Page (when "List" is chosen for the Page's Product Layout). The full description may also appear on various Pages during the checkout process, depending on what the "Product Description Type" Page property is set to (by default the full description is used). |
Details: | This is additional information about the product that will appear at the
bottom of the Catalog Detail pages (below the Add to Cart button). TIP: Use this field to list related products, additional product information, specifications, FAQs, etc., that you do not want to be displayed on other Commerce Pages during the checkout process. |
Code: | This field is for HTML, JavaScript, or other code that will be outputted at
the bottom of the Catalog Detail pages (below the Add to Cart button and
details). This field is useful for code that can't easily be added to the full
description or details because those fields use a rich-text editor. TIP: You can use this field in order to paste conversion/tracking code from analytics or advertising services. |
Search Keywords: | Enter an optional list of keywords (e.g. tags) for this Product that will be
used to promote this Product in both the Site Search and Catalog Page Search
results. Search Keywords are displayed as hyperlinks on the Catalog and Catalog Detail pages whenever this Product is displayed. When clicked by a Visitor, these hyperlinks will search within the scope of the Catalog page (defined by it's Parent Product Group) and will display any other Product Groups and Products that contain data that matches the Search Keyword. NOTE: The keywords in this field will be added to the Tag Cloud if this Product is included in any Product Groups that are being searched by a Search Results page. TIP: Even if there is no Site Search or Catalog Search enabled on your site, Visitors will still be able to click on any Search Keyword hyperlinks. This may be useful if you want to control what keyword searches they can perform. |
Image: | This is the image that is used to create navigation on Catalog Pages. |
Selection Type: | Checkbox: This displays a "check box"
next to the Product on the Order Form Page (that uses the "List" Product
Layout). TIP: This selection type is useful when an initial quantity of this Product is not necessary, or the Product quantity desired is typically "1". For example, an optional add-on Product. Quantity: This displays a field to enter a "quantity" on the Order Form Page. TIP: This selection type is typically used with the "Drop-down Selection" Page Layout, where the Customer might need to add a specific quantity of the Product to their Cart when shopping. Donation: This displays a blank field on the Order Form Page where the Customer can enter a monetary amount. TIP: This selection type is used with the "List" Page Layout, and is useful for collecting donations and online giving, where Product quantity is always "1". Auto-Select: This selection type is used for Order Form Pages with "List" Product Layout when you don't want the Customer to have to check a check box or enter a quantity. The Product will automatically be added to the Order when the Customer clicks the submit button on the Order Form Page. Also, for this selection type, the Product will only be added to the Order if the Product does not already exist in the Order or the selected recipient (if Product is shippable). In other words, additional quantity will not be added if the Customer submits the Order Form multiple times. |
Default Quantity: | Sets the initial quantity of this Product when it is added to the Cart. TIP: If Selection Type (above) is set the "Quantity", this field should be set to "0". If Selection Type is set to "Checkbox", "Donation", or "Auto-Select", this field should be set to "1". |
Minimum Quantity: |
You may optionally enter the minimum quantity that is allowed to be ordered for this Product. If the Customer attempts to add less to his/her cart, or update his/her cart with less, then the quantity will be automatically increased to the minimum and the Customer will be alerted with a message. You may leave this field blank if there is no minimum. For example, if you are selling an inexpensive product (e.g. pencils), then you might want the Customer to be required to order at least a certain number of them. If there is only one exact quantity value that you allow for a Product (e.g. no more or less than 10), then you may enter that same value for both this minimum field and the maximum field below. If you have multi-recipient shipping enabled, then the minimum and maximum quantity requirements are enforced at the recipient level (not the order level). For example, if you set the minimum quantity to 10, then the Customer must order 10 of the Product for each recipient that the Product is added to (not 10 for the whole order). |
Maximum Quantity: |
You may optionally enter the maximum quantity that is allowed to be ordered for this Product. If the Customer attempts to add more to his/her cart, or update his/her cart with more, then the quantity will be automatically decreased to the maximum and the Customer will be alerted with a message. You may leave this field blank if there is no maximum. For example, if you are selling seats at a charity event, you might want to put a cap on the number of seats that an individual can order. |
Search Engine Optimization |
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Catalog Name: | This is the name that the system will use to link to this Product. The
Catalog Name will appear in the address bar of the browser when a Visitor is
viewing this Product. If you leave the Catalog Name blank, then the Short
Description or Product ID (if Short Description is blank) will be used. A Catalog
Name may not be used by another Product Group or Product. If the Catalog Name
that you entered is already in use then the system will automatically add a
unique number to the end of the Catalog Name. TIP: Search engines use the content that appears in addresses for ranking search results, so it is important to set a good Catalog Name. |
Web Browser Title: | This is what is displayed at the top of the Visitor's browser window when they access a Catalog Detail Page. |
Web Browser Description: | This is for the description of a Product that search engines will use for ranking search results. This description often appears in search results at a search engine website. |
Web Browser Keywords: | This is for keywords that search engines will use for ranking search results. The search engines will attempt to match these keywords with their visitor's searches. Separate each keyword with a comma. |
Inventory |
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Track Inventory: | To prevent this Product from being ordered when out of stock, or simply alert the Shopper that this Product is backordered and allow them to order anyway, select this option. |
Inventory Quantity: | Enter the number of units in stock. NOTE: This value is decremented automatically for each quantity of this Product when an order is placed. |
Accept Backorders: | Select this option if you want to allow this Product to be ordered, even if
Inventory Quantity is zero. The Out of Stock Message will also be
displayed. Deselect this option will prevent this Product from being added to a cart. This option will also add the Out of Stock Message to any product selection fields to warning shoppers that the item is out of stock, before they attempt to add it to their cart and get an error message. |
Out of Stock Message: | Enter the information to display when the Inventory Quantity reaches zero. |
Order Checkout Options |
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Requires Product: | If this Product requires another Product to be added to the same Order before
the Order can be placed, select the Product ID. NOTE: If the Customer adds this Product to their Cart and proceeds to checkout, and the Required Product is not also present in the Cart, then the Required Product will be added to the Cart automatically and a message will be displayed informing the Customer about the Required Product. TIP: Useful if you cannot bundle two Product together into a single Product. |
Enable Product Form: | Check this box if you want to require a custom Product Form to be submitted
when this Product is ordered. You can specify whether you want one Product Form
collected for this Product, or if you want a Product Form collected for each
quantity of the Product ordered. Product Forms work just like Custom Forms, only
their data is stored with the Order itself. Product Form data is viewed and
exported with the Order data. NOTE: To create and edit your Product Form, enable it first, then save the Product. Re-edit the Product and you will see a "Edit Product Form" button at the top of this screen that will provide access to the form fields. TIP: This feature is ideal for fee-based event/course registrations where you need to gather contact information on each attendee. |
Form Title for Display | This is the Title of the Product Form that is displayed on top of the Product Form fields on the Order Form Page, Shopping Cart Page, and Express Checkout Page. |
Label Column Width: | Specify the numerical width of the label column (in percentage) for the
display of the Product Form. NOTE: The default (blank value) sets the width to "auto" which works well in most cases. |
Quantity Type: | Specify the number of Product Forms that must be completed before an Order
containing this Product is allowed to be placed by the Customer. One form per quantity: For example, if the Product quantity for the entire Order is 10, then 10 copies of the Product Form are displayed and required. One form per product: For example, if the Product quantity for the entire Order is 10, then only 1 copy of the Product Form is displayed and required. |
Order Complete Options |
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Order Receipt Page Message: | Specify any optional message that will appear on the Order Receipt Page and
in the order receipt e-mail when this Product is ordered. If the order receipt
e-mail format is set to plain text, then this message will be automatically
converted to plain text for the e-mail. TIP: This is a great feature to add work-flow to your post-order process. You could display a link to a survey (using a Custom Form Page) after they successfully order this Product. Or, if access to a Folder or Membership is granted by this Product, you could include a welcome message and a link to a Page in that Folder so they can get started. |
Order Receipt BCC E-mail Address: | If you would like to e-mail a Blind Carbon Copy (BCC) of the order receipt to
a specific person whenever a specific Product is ordered, then specify it
here. NOTE: The Commerce E-mail Address in the Site Settings will automatically be BCC'd for all order receipts. |
E-mail Additional Page to Customer: | Specify an optional Page to e-mail the Customer when this Product is
successfully ordered. (The Page's Title field is used as the e-mail message's
Subject). TIP: This features makes it easy to send instructions, a welcome message, or other information to the Customer after they have ordered this Product successfully. NOTE: This is different from the order receipt that can be sent to the Customer. Check the Express Order or Order Preview page type properties for that. |
BCC E-mail Address: | If you want to e-mail a Blind Carbon Copy (BCC) of the additional page that was selected above to another e-mail address when this Product is ordered, specify it here. |
Add to Contact Group: | If you want to add this Customer's Contact to a Contact Group when this
Product is ordered, specify the Contact Group. TIP: You can use this feature to organize all of your Customer's in one Contact Group that have ordered this Product. Then use that Contact Group in an e-mail Campaign. |
Add Days to Customer's Membership: | If you want to grant "view" access to the contents of all Membership Folders
to the Customer when they order this Product, or extend any existing Member's
Expiration Date, enter the number of days. New Members: If the Customer's Contact does not already have a Member ID, then the Order's unique Reference Code will be used as the default Member's ID, and the Contact's Expiration Date will be set to the order date plus the number of days specified here. Existing Members: If the Customer's Contact already has a Member ID, then it will remain unchanged, and the Contact's Expiration Date will be set to the order date plus the number of days specified here, regardless of previous value in the Expiration Date. NOTE: Either way, the Customer will now have instant access to the Pages and Files in any Membership Folder. TIP: This is useful for creating paid subscriptions, where you want to automatically granting access to private areas of the website for some period of time. If you want to grant a long-term membership access, then please use a large value (e.g. 9999). NOTE: You can revoke this access anytime by updating the Expiration Date in the Customer's Contact to a past date. Likewise, you can extend the Member's expiration at anytime by changing the expiration date to a future date. NOTE: The number of days that are entered for this field will be multiplied by the quantity that is ordered. For example, if a Customer orders 2 of this Product and this field is set to 365 for a 1 year membership, then 2 years will be granted. |
Grant Private Access to Customer: | If you want to grant "view" access to the contents of a Private Folder to the
Customer when they order this Product, check this box. NOTE: You can make changes to a Customer's access via the Customer's User account. |
Set "View" Access to Folder: | Specify the Private Folder where all the restricted Pages and Files reside
that you want the Customer to be able to view. |
Length: | Enter the number of days of private access that should be granted to the
User. You can leave this field blank if you do not want the access to
expire. At the time of the order, the length will be converted into an expiration date which can be managed in the User record. If the User does not already have access or his/her access has expired, then the number of days will be added to the order date. Otherwise, if the User already has access and there is a current expiration date in the future, then the number of days will be added to the current expiration date. The number of days that are entered for this field will be multiplied by the quantity that is ordered. For example, if a Customer orders 2 of this Product and this field is set to 365, for a year, then 730 days (i.e. 2 years) will be granted. A User's existing access length will never be reduced by this feature. For example, if a User already has indefinite access for a specific Folder and orders a Product that has a length defined for that same Folder, then the User's indefinite access will be preserved (i.e. no expiration date will be set). |
Set Customer's Start Page to: | You can also specify/update the Customer's "Start Page" when this Product is
ordered, sending the Customer to a specific Page each time they login to the
website. TIP: You might use this to send your Members to a restricted Members Home Page each time return to your website and login. NOTE: You can update the Customers Start Page at any time, by updating their User account. |
Reward Points: | If you enable the Reward Program feature in Site Settings, then enter the number of reward points that are accumulated by each User that orders a single quantity of this Product. |
Custom Product Fields |
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[Custom Field Label]: |
If you entered a label for the custom Product fields in the Site Settings then the fields will appear here. You should enter the value for each custom field for this particular Product. The values for custom Product fields do not appear on the front-end of the website for Customers. They are purely for internal staff use, with the one exception that they do appear on the packing slip, which Customers might receive. Custom Product field values can be managed and viewed in the following areas.
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Product Notes for Order Exporting |
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Notes: | Enter any additional comments that you would like to store with each Order
that contains this Product. TIP: Use this field to add information to Order that might be valuable to your fulfillment process of this Product. NOTE: These Notes are not visible on any website Pages. Notes can be viewed through the Control Panel, and are exported with the Orders. |
RSS Feed |
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The following fields are included in the RSS feed for Catalog, Catalog Detail, and Order Form Pages. These fields are not used by this system, however they might be required in a Google data feed for importing into Google Merchant Center. In addition to the fields below, your inventory settings will affect the availability value in the RSS feed. If inventory tracking is disabled or inventory quantity is greater than 0, then the availability will be set to "in stock". If inventory quantity is set to 0 and accept backorders is disabled, then the availability will be set to "out of stock". Otherwise, if backorders is enabled, then availability will be set to "available for order". This system does not use the "preorder" value. If a Product is currently discounted by an Offer, then the sale price will be included in the RSS feed. |
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Google Product Category: | Enter the Google product category for this Product (e.g. Apparel & Accessories > Clothing > Dresses). You should not escape special characters, because special characters will be automatically escaped for you in the RSS feed. For example, enter ">", not ">". Also, please do not surround the value in quotes. Please reference the list of valid product categories at Google's website. Google does not allow you to make up your own categories. |
GTIN: | Enter the Global Trade Item Number (GTIN) for this Product. The GTIN might be a UPC (in North America), EAN (in Europe), JAN (in Japan), or ISBN (for books). |
Brand: | Enter the brand for this Product. |
MPN: | Enter the manufacturer product number for this Product (i.e. the number which uniquely identifies the Product to its manufacturer). |
NOTE: When you save changes to the Product, all Catalog Pages & Order Form Pages
that reference a Product Group that this Product is placed into, will be updated
instantly.