There are a lot of options to choose from in this first tab. You will not want to take the time to start setting up a product unless you already have a Pricing Engine (Preferences > Pricing Engines) created. It is a MUST requirement that you create a pricing engine pair for every product. If you need to, you can create a simple UOM pricing engine to use until you can spend more time doing the actual pricing engine you need for your products so you can start entering products.
Tip* You may not want to use all of the options we have "on" by default. Instead of having to uncheck the options every time you add a new product, consider setting up one product with settings that will apply to most of the products you are adding. Save this one as a template and instead of using the create new option, use the duplication feature. We will talk about the duplication feature later in this chapter.
Below are screenshots of the General Tab for a B2B site. Not all items are included in both B2B and B2C sites.
Product Name - Give your product a name.
Product URL - This provides a simple url for the product. (example: "Booklets" will have an actual url of http://www.yourwebsitename.com/product/booklets). To avoid problems, do not use special characters such as /, \, or &. Any spaces you have will be substituted with a hyphen. URLs should not contain more than one consecutive hyphen as this could cause problems with some web browsers. If you try saving a Product with the name or URL being used by another Product—including Deleted Products—the Save will fail. There is a 100 character limit.
Expiration Date - If you would like this product to become unavailable at a certain date enter that here. This could be helpful if you are offering a special product in the store for specific time period and would like it to be removed on its own. This is also a way that you can work on a product but are not ready for it to go live (by setting the expiration date to a date earlier than today).
Use Open Frame - OpenFrame allows you to display a page from a 3rd party website inside a frame on the detail page for this product. Please refer to this page for more information
Featured Product - This is on by default. Each of the skins offered in the Pressero system has an area that will display and rotate featured products. This is a way to make certain products stand out when your customer comes to the site. If only one product is selected then it will remain on all the time. If more than one product for a site is selected they will rotate as the page is refreshed.
Enable Quick View - If enabled, your customer will see a link through the product icon to view and order the product in a pop up window. This saves them time from having to go to the product detail page. Please note: not all product options are supported such as a form or long description of the product. Test this before adding to all your products to make sure you are getting results you want/need.
The image below shows a product icon with both the "Enable Quick View" and the "Teaser Price" options selected (see below for teaser price information)
Part Number - This is an internal part number that will not be shown in the site. It will be noted on the order detail reports for your internal staff to see, and will be an option in the Report Writer to have included in any reports you create. If this is an inventoried item you may choose to add the building, row, shelf, etc. that it can be found.
Kit Role - A kit is a group of products that can be ordered together at one time by your customer. A kit is setup like a product in the store with its own name, image, description. A kit can contain and track items in inventory or not. A kit's pricing can be separate from the individual products in the kit or not. A kit has its own Category, Price/Site Group pairing, Site Group membership and Approval settings that supersedes those of the individual products assigned to the kit. Select the role that this product platys in relation to a kit.
Public Part Number - This is the part number that will display on the product detail page and be included in the order summary and order history that your customer has access to. It will also be noted in the order detail and reports you create. In a B2B store this is most often the product number that they use internally to reference the product, in a B2C environment it may reference the number you have in a catalog or a advertisement. The customer can search by this number in the site to easily find the product. Options are:
Teaser Price - This area allows you to display a message telling the buyer what the lowest pricing for the product starts at. This will generally display on a page listing products, however, it will depend on the skin selected. By leaving this blank, no pricing will display along with the product icon. It does not change how the pricing is displayed in the product detail page. The teaser price is also used to sort products by price. After adding a teaser price the sort drop down will include the options "Price: Low to High" and "Price: High to Low" Add a numeric entry ONLY and “Starts as low as <$0.00>” will display. See image above for an example.
Sort Order - To change how this product appears in the sort order of any category it is assigned to, enter a number here. Lower numbers means the product will appear higher up. Setting a product to zero or a negative number will move it ahead of any other products with a default starting with 1. Like categories, products display either on the main (root) page, or within its category. Because products can be associated with multiple categories, and you may have more than one product set to a particular sort order, the lowest number will go first and then the normal alpha/numeric process will apply to products sharing the same sort order number in that particular category.
Product Detail Page Section
Displaying product image on product detail page - This option is on by default. It means that the product icon that you upload for the product selection page will display again on the product detail page. If you would prefer to upload another image on the product detail page then uncheck this box. You will be able to add images, text, etc. in the long description area for the product and can insert another image for that area instead. Sometimes you may want to show both the front and back of a product instead of displaying just the icon again.
Display shipping estimator - This option is on by default. By checking this option the product detail page will show a shipping estimator for the buyer. This allows them to see how much the specific product will cost to ship before getting to the shopping cart page. A ship to Country selection menu will also display. If you don't want the country selector displayed, the following code will need to be added to ( Sites > Settings > SEO/HTML tab > edit HTML head content ). It can exist with any current code in this area and should not replace any current code therein.
Allow user to print estimate - Check this box if you would like your buyer to be able to print an estimate of the product cost and options they selected. This option is on the product detail page along with the option to add the item to the cart and most often will be used if they want to get an estimated cost before they are ready to place an order.
Print estimate additional information - This text area allows you to add additional information to the estimate that will print. You may want to include a time period that the estimate is good through as an example.
Suggested Products - If you have products related to this product that you would like to suggest to your customer, please select them here. Choose from a dropdown list of current products available in the site to give your customer as suggestions of other products they may be interested in, and have them display at the bottom of the product detail page.
"I accept" Requirement - You may force your customer to respond to some important information before proceeding with the order. The choices here are "none" meaning do not display the requirement at all, "text box" meaning the customer will be required to enter text in a box displayed, or "Check box" meaning the customer will be required to check a box. They will not be able to continue with the order unless they complete one of these two requirements. As example you may want them to check a box stating that they agree to the terms and conditions you have displayed in the store, or ask them to enter their name as a way to signify that they have permission to reproduce any artwork included in the file upload they are submitting for print, etc.
Acceptance Text - This is the text that will display to the customer when you choose to use the "I accept" requirement explained above.
CheckOut Options for this Product
Allow Edit of Product Name on Ordering - This option is on by default. It allows your customer to add a text description to the product name for this ordered item only. Any place the product name is displayed will now include the text entered here for additional description. It can be helpful when a product name is something very general, such as "Digital Copies". As example, the buyer may want to include "Show Special" so that the product name will now display as "Digital Copies - Show Special" wherever the product name is displayed.
Inventory Stock to Use - Inventory is set up in Admin > Sites > Choose Site > Inventory. Select here an inventory stock item that this product will use. You will need to make sure your inventory record is set up before you complete this option. Fo no inventory tracking, select "no inventory usage" which is the choice by default.
Back Order Allowed - If this is an inventory item and you want the buyer to be able to order the product regardless if the item is in stock or not, select this option. It is off by default.
Override Tax - If a tax amount is entered here, it will override all other sales tax calculations for orders of this particular product. Enter the override sales tax as a percentage number. For example: five and a half cents on the dollar should be entered as 5.5. The % symbol will appear when you click on another input field, you do not need to enter the symbol. This option is helpful when you need to collect tax on all your products but you have something specific that is not allowed to be taxed, or vice versa. Another example could be when a product is being digitally delivered as a file, it may not be subject to a tax. In this example, enter "0", and a 0% tax will be used for this product.
"In Stock Ship Days" and "Out of Stock Ship Days" - These two areas are used to determine the earliest possible date that a product can be shipped. If the item is not under inventory control, the out-of-stock value is used (i.e., the product must be produced) for the date displayed to you in the Orders area. If the item is under inventory control, and if there is enough inventory, the "In Stock Ship Days" value is used instead. If the item is under inventory control, but you don't have enough, then the out of stock value is used. These values are also used in conjunction with the Site's "Capture Requested Ship Date" option allowing the customer to select a date (see Site > Settings > General Info). The buyer will not be allowed to choose a date earlier than it is available. If mulitple products are added to the cart that have different date settings for this area, the latest date for all products will be used. IMPORTANT NOTE: Enter the number of weekdays, as neither of these settings include weekend days. For example, if you want to set the ship days to one week, enter 5 (not 7) as there are 5 weekdays in one week (Monday-Friday).
Will ship separately - Check this option if you want the shipping charges to be calculated with the intent that the product will ship separately from other items in the shopping cart, even when going to the same shipping address. This will apply even if multiple instances of the same product are in the shopping cart. Please keep in mind that selecting this option may make the shopping cart and checkout pages load more slowly if you are using an integrated shipping method that is needing to do a lookup with the carrier.
Digitally deliver file - Choose this option when the product will be digitally delivered and not printed and shipped. An eDocBuilder or Product Asset product can be delivered via email rather than printed and mailed. Select this option to have a link display for download on the Order Confirmation page and the Order Received Email. Please note: Integrated shipping options for this product will not display when this option is selected because the shipping weight is ignored.
Show edoc preview in cart - Choose this option when you want the user to see the customized proof image (instead of the standard product icon) to appear in the following locations: Shopping cart, Email notifications, Order history, Order reports. The time it takes for the proof image to display in the cart will vary. Your customer may not immediately see a proof image based on the file size of their template. This option is not suggested for very large eDocBuilder templates to avoid a bad user experience.
Create eDoc proof PDF - Choose this option if you want the user (or an approval user) to be able to download a proof PDF of the customized eDocBuilder product after checkout. When the approver logs in to approve an order (or when a user has finished checking out), underneath the preview image, they will see an option to download a proof PDF of the order. If this template uses a variable data upload (for instance, a mail merge), the proof PDF will contain all the records (the person customizing the template only sees the first 5 records to insure they mapped the fields correctly). The proof PDF will still contain any proof text that you have configured in the template’s Template Info area. This option is not suggested for very large eDocBuilder templates to avoid a bad user experience.
Order Management Section
Order Status Workflow - The Professional and Enterprise packages include an option to create custom workflows. By default this will be set to the Basic Workflow that comes with the Pressero system. The workflow is the status options both your staff and the buyer will see as the job progresses through production. The custom workflow has an option to show different status descriptions for your staff compared to what the buyer sees in their store and order history.
In this area select the workflow to use for this specific product when managing orders. Only valid workflows will show in this list. If you created a workflow and do not seeit in this list, please correct it in the workflow admin page. Please note that dependig on your account plan, you may not be allowed to create or assign additional workflows and will need to leave this option set to the default.
Integration ID - If you will be integrating with a third party system, that system may require that you provide a value from that system for this product. Disregard this field if not needed.
Product's Physical Location, Notes - Physical location information of this product. This is for internal purposes only and will not be shown in the store. The notes will display on the Product Detail report and the Pick List report that you access from your admin area.
Outsource to Vendor - Any orders for ths product will be submitted to the vendor that you select here. You first need to set up vendors in the system by going to Admin > Settings > Vendors. If the order requires approval by an approval manager, the order will not be assigned to the vendor until the order is marked as approved. This is one of two ways you can assign an order to a vendor, the other is to choose a vendor in the admin order area AFTER the order is placed. In either case, the vendor will receive an email notification letting them know they have been sent an order from you. The email will contain a link to the vendor dashboard where they can get all the information they need to produce the job. See the admin area for vendors for more detail.
Show Price Without Markup to Vendor - If you assign this product to an outside vendor you can either leave the pricing information off the dashboard they work from, or by check this option, the vendor will see the cost of the order before any markups have occurred. Markups are managed in the Product Pricing tab. See that chapter for more detail on managing a product with a markup.
Vendor Instructions - If you assign this product to a vendor you can include specific instructions about this product to them in the dashboard they work from. This field is optional but can be very helpful when you need them to be aware of certain production details that will help them produce the job, or alert them to problems that have happend in the past.
Upload Fields Section
You can enable the customer to attach one or more files to their product. The total file transfer limit per upload session is 1 GB or 2 Hours.
After the order is placed Pressero will make the file available to you in both the Orders area and the File Manager area of admin. So that you can see the file the customer uploaded quickly we will also make a preview file with a low res view of the document with all pages available to you. We add the word "preview_" so you can identify which are previews and which is the actual customer file.
If you set the Width, Height, and Bleed, for any PDF or Raster file, the customer upload will be displayed back to them, cropped to these specifications. This is for display purposes only, Pressero does not crop the raw file your customer sends you. We will provide the preview with the crop in the order area so you can see what it was your customer saw when they approved the upload. The preview version will be noted as such.
Regarding upload previews, please note:
- If the file has more than one page, the first 20 pages will be shown. If you allow more than one file upload, the first 20 pages of each file will be shown. So an upload of two files, each with two pages, will show four proofs. Supported file types are PDF, JPG, GIF, and PNG.
- The width, height and bleed settings are per product and not per upload. For example, if you add two file uploads, then the last preview settings you set will be applied to all of the file uploads.
Require Uploads - If the product requires that they upload a file click this box. The upload will be optional if it is not checked. Upload Field Prompt - enter an Upload Field Prompt (e.g., Add File, or Attach Artwork, or Provide Fonts, etc.) and click Add. Repeat this process to add additional file upload fields.
Show scaled preview - If checked, then when a file is uploaded, it will be scaled without distortion to fit the page size given here. If not checked, the preview will be stretched to match the page size exactly.
Width - If you will be showing a preview of a buyers uploaded file, set the width.
Height - If you will be showing a preview of a buyers uploaded file, set the height here.
Bleed - If you are showing a preview set the bleed value. For no bleed, enter zero (0).
Unit - Select the unit for your bleed, height, and width measurement entries. Options are points, inches, centimeters, and millimeters.
Add New - Select here to add a new upload prompt.
Current Upload Fields - The previously added prompts will display here. By clicking on the current field you can edit it and change the order in which the prompts display.
Tag -This field is not required. If needed, you can tag the file that the customer is sending you with the name entered here. The intention of this field is for advanced integrations with 3rd party solutions. Each tag would represent the different uploads. Example: Prompt=Upload the Cover of your Brochure, Tag=Cover.
Job Definition Files Section
If you have JDF capabilities in your production environment you may want to enter the JDF information you want to have dislay for these specific fields. Please note: many customers will use this area to add production information for the four areas shown below. The information shown in these fields will display on the order detail report. If this product has specific production details you want to have display on the job ticket this is a good place to add that detail.
There are two versions of eDocBuilder, and both types area assigned to the product in this area. The forms based eDocBuilder is included with all Pressero subscriptions, and the Interactive Designer version is included only with the Professional and Enterprise packages (or can be added on to the Standard package). To add this capability the Standard package, submit a support ticket through our support portal.
Select eDocBuilder - A list of available eDocBuilder templates will display in this drop down list for you to assign to this product. Only one template can be assigned to a product. If you do not see the template you are looking for, make sure to sync any of your new templates (see next prompt). If after syncing you still do not see the template listed you may need to complete the templating process in the eDoc Admin system by committing changes.
Edoc Template Sync - Clicking this sync button will import any new eDoc templates to be selected here. You only need to sync your templates the first time after creating a new template. Any changes you make in the eDoc admin will automatically update to Pressero without having to re-sync again.
Alternate Button Text - The text you enter here will appear on the button the user clicks to be redirected from the product detail page to the eDocBuilder customization area. If left blank, the button will contain "Customize Order" as the text.
Instructions - Special instructions to disply to your customer for this eDoc template are entered here. If the template runs in the Interactive Designer, these instructions may not display so you will want to follow the formatting noted below. The instructions here will override the instructions set in the Site > Settings > instructions tab > eDocBuilder Customization Page Instructions drop down. If you do not enter anything here, those default instructions will be shown if you added them.
If you want to add instructions for an Interactive Designer template, enter the html code below into the Instructions editor using the HTML view: