Ch. 049 Products (General Tab)

In this chapter:

Products (General Tab)

Available in both B2B and B2C sites, products are the items you will make available in your stores. To add products to your site, go to Admin > Sites > [Select Site] > Catalog > Products.

VERY IMPORTANT TO NOTE: 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. 

Adding a New Product

To add a new product click on the "Add New" link at the top of the page. There is a lot of information that needs to be gathered for a product, and you have various options to choose from. This chapter covers the first tab of information, the "General" tab.

Tip* You may not want to use all of the options Pressero has "on" by default. Instead of unchecking 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 a 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 that is 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 sitting above the product icon image 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 on the site. It will be noted in the order detail reports for your internal staff to see and will be an option for 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 supersede those of the individual products assigned to the kit. Select the role that this product plays 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 an 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. 

Product Detail Page

 

Displaying product image on product detail page - This option is on by default. It means that the product icon that you upload to 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 > [Select Site] > Settings > SEO/HTML tab > edit HTML content for top of <head> section). 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 want 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 "Checkbox" 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 an 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

 
 
 

Allow Edit of Product Name on Ordering - This option is on by default. This causes a field to display to the user on the product page when ordering. The text entered in this field becomes the value of the Identifier field when the order is placed. 

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. For 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. 

 "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.
  • You can override this value via a pricing attribute named SHIP_DAYS and SHIP_DAYS_OUT_STOCK.  

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). The buyer will not be allowed to choose a date earlier than it is available. If multiple 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 includes 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).

If the site does not capture a Requested Ship Date and the In Stock and Out of Stock fields have been completed, the "Projected Ship Date" will be completed using the earliest ship date based on how many days are required to ship all items in the cart based on the in/out of stock configuration of the product(s).

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, and it is possible to checkout on a digitally-delivered product that has a quantity of zero and a price of zero in cart. 

Show product preview in cart - If selected, user will see the preview for the first uploaded file instead of default product image. Image will be replaced on Cart page, Summary page, Reports and emails. This new flag will be visible only if product does not have an eDocBuilder template assigned to it. 

 

Tax

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.

Apply Tax Override to Shipping - If this box is checked, the Tax Override Amount will also be applied to the shipping amount in the cart. By leaving this box unchecked, the shipping amount will continue to use the tax rate that is provided in the tax profile.

Order Management

 

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 on this list. If you created a workflow and do not see it on this list, please correct it in the workflow admin page. Please note that depending 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 - 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 this 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 on 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 happened in the past. 

Upload Fields

 

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 "preview_" to the front end of the filename 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 Orders 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:

  1. 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. 
  2. 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 At Least One Upload - If the product requires that they upload a file, check this box. The upload will be optional if it is not checked. 

Prompt (Current Upload Field) - Enter an Upload Field Prompt (e.g., "Add File," or "Attach Artwork," or "Provide Fonts," etc.) and click Add New. 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. Note: When “Show scaled preview” is checked, please be aware Pressero will maintain scale but remove (trim) empty space from the image. This only affects the preview.

Preview dimension settings: enter the Width, Height, Bleed value (for no bleed, enter zero (0)) and select the Units in the drop-down (points, inches, centimeters, or 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. If you are not integrating with another solution, but want to use this option for internal purposes, the tag will be shown in the Order Detail area with the tag in parentheses (as seen in the image directly below). 

 

Job Definition Files

If you have JDF capabilities in your production environment you may want to enter the JDF information you want to have displayed 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 displayed on the job ticket this is a good place to add that detail. 

eDocBuilder

To access this section, go to Sites > [Select Site] > Catalog > Products and scroll to eDocBuilder. There are two versions of eDocBuilder, and both types are assigned to the product in this area. The forms-based eDocBuilder is included with all Pressero subscriptions. The Interactive Designer version is included with all plans except Standard and EM. To add this capability to your Standard or EM plan, submit a support ticket through our support portal. 

Select eDocBuilder Template - Click the Select eDocBuilder Template drop-down to display a list of available eDocBuilder templates 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, use the "Sync eDocBuilder Templates" button described below. If after syncing, you still do not see the template listed you may need to complete the templating process in the eDocBuilder Admin system by committing changes. 

Edit Selected Template - The Edit Selected Template button appears after you select a template in the Select eDocBuilder Template drop-down. Click the Edit Selected Template button to open eDocBuilder. Make the necessary edits to the template and when you are finished, click the Save and Publish button, then click the “X” in the upper right corner to close eDocBuilder and return to Pressero.

Important: After making changes to a template, be sure to click Save and Publish prior to clicking the "X" or you will lose your changes. 

Test Selected Template - The Test Selected Template button appears after you select a template in the Select eDocBuilder Template drop-down. Click the Test Selected Template button to open eDocBuilder and test the template. 

 

 

 

Important: After making changes to a template, be sure to click Save and Publish prior to clicking the "X" or you will lose your changes. 

eDocBuilder Template Sync - Click the Sync eDocBuilder Templates button to import any new eDocBuilder 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 eDocBuilder admin will automatically update to Pressero without having to 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.

Show eDoc Preview in Cart - Select this to generate a preview of the first page of each uploaded file on the following pages: Cart page, Summary page, Order History page, Saved for Later page, and in emails. In reports, Pressero displays the preview of the first page of the first file only. 

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 ensure 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. 

Instructions - Use this box to enter special instructions to display to your customer for this eDocBuilder template. If the template runs in 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:

<h2>Instructions</h2>

<p><strong>To Edit</strong>, click the text or image in the preview, or use the left-side controls.<br />

<strong>To Add an Extra Image</strong>, click the "Add Image" button.<br />

<strong>To Add Extra Text</strong>, click the "Add Text" button.<br />

<strong>To Add to Cart</strong>, click the "Approve/Checkout" button.</p>

The result will look like this:

Approval Text - Enter the approval text you want to display to the buyer before they can add the template to the shopping cart. The buyer will be required to check a box next to this text indicating that they understand your requirements.