Editing Products
Once a product has been created and appears in the product list overview, you can perform a number of actions on it.
Edit a Product
You can edit the product settings by selecting the product in the Product list and clicking the Edit button. Modifications also apply to products which are already assigned to a store.
NOTE: Changes to the product name, description and preview images are displayed with a slight delay (maximum 10 minutes) on the storefront due to caching.
1 Highlight the product in the list and click the Edit button.
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2 Choose one of the options in the list and edit as required:
•Description: Opens the Description dialog where you can modify the Product Name, Summary, Description and SKU code.
•Uploaded Files: Opens the Upload Files dialog where you can change the initially uploaded files.
•Options: Opens the Pick Your Options dialog where you can select the product options you want to offer, for example a selection of the media types inherited from the template.
•Specifications and Tags: Opens the Product Specifications and Tags dialog where you can set the Product Specifications and add or delete tags.
•Restrictions: Opens the Set Product Restrictions dialog where you can edit the quantities.
•Access Labels: Opens the Access Labels dialog where you can select or clear labels. See “Access Labels” for more information about using access labels to control who can see products on the storefront.
•Pricing and Scheduling: Opens the Scheduling dialog where you can change the availability dates.
•Items in stock: Opens a dialog where you can edit the stock for Printed Stock Products and Non-Printed Products.
•Online Editor: Opens the Online Editor for Customizable and Variable Data products. This is where you fine-tune the document and define what can be changed by the shopper. See “Online Editor” for more information.
3 Click Save and Close to confirm your changes or click the X button in the top right corner to close the editing dialog without saving.
Show/hide a Product on the storefront
You can show or hide a product on the storefront. You may want to do this if a publication is no longer up-to-date, if it is unavailable or needs to be taken off-line temporarily.
1 On the menu bar, choose Products.
2 Select a company in the Company drop-down list.
3 Highlight an enabled (black) product in the list and click the Enable/Disable button to hide the product.
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The product is still in the list but it is now grayed out. It’s also grayed out in the Product Catalog of the store.
The product is no longer displayed on the storefronts of the stores it was assigned to.
4 Click the Enable/Disable button again to show the product and display it again in the storefront.
Delete a Product
1 Highlight a product in the list and click the Delete button to delete the product from the list.
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CAUTION: Deleting a product in the product list will also delete the product on all the storefronts. No warning is displayed.
2 Click the Delete button to confirm.
Duplicate a Product (same or different company)
Products can be copied for use by the stores of the same company or use by the stores of a different company.
1 Highlight a product in the list and click the Duplicate button.
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2 In the Duplicate for company drop-down list, choose the company that you want to duplicate the product for.
3 Click Duplicate.
A duplicate product is added to the list with the same name and the ‘- Copy’ suffix. If you copied the product for a different company, select this company in the Company drop-down list at the top of the panel.
4 Highlight the product in the list and click the Edit button to modify the name and any other settings you want to change.
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At this stage, the product is grayed out in the list because it is not being used in a store.
Export a list of all stock products
You can export an Excel file that lists all the printed and non-printed stock products with their current stock levels.
1 On the menu bar, choose Products.
2 Select a company in the Company drop-down list.
3 Click the Export Products with Stock Levels button to open or save an Excel file with all the stock details.
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The following details are provided:
•company id, name and MIS id
•linked stores: stores where the products are made available
•product id, name, SKU
•option id, name, value id, value name, value SKU
•stock: the quantities still in stock
•Backorder Limit and Backorder Available
Look up where a product is used
Products can be used in multiple product categories and across the stores of the same company. In the Stores column of the Products list, you can see in which stores a product is being used. You can use the look-up feature to navigate quickly to the product categories where a product is being used.
1 Select a product in the product list.
2 Click the Look-up button.
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The stores where the product is used are listed with links to the respective product categories.
3 Click a link to go to the store’s Product Catalog and the relevant product category.
Copy Variables and Actions to another product
If you created a product with many variables and sophisticated actions to validate the formatting of e-mail addresses and phone numbers, you can now copy all these settings to another product without redoing all that work.
1 First create your new product.
2 Select any product in the product list.
3 Click the Copy Data button.
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4 Choose your new product in the To field and the product you want to copy the Variables or Actions from in the From field. Alternatively, select both products in the Products list so they appear in the From and To fields.
5 Choose whether you want to remove Variables and/or Actions that already exist in the product.
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Replenish low (alarm level reached) and out-of-stock products
For Printed Stock Products and Non-Printed Products you can set an alarm level for when the stock reaches a certain level or is completely out of stock. All printer administrators are informed by e-mail when these levels are reached so you can replenish the stock.
1 Click the link in the notification e-mail to go directly to the low-stock product.
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On the menu bar, choose Products and select the company and highlight the product which needs replenishing in the list of products.
All printer administrators received an e-mail with the name of this product and it is indicated in the list with a special warning icon and the alarm level or out-of-stock level.
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2 Click the Edit button and then Items in Stock to add extra stock.
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You can now enter extra stock which is added to the remaining stock, and modify the alarm level if you want.
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3 Click Save to confirm your changes.
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Low stock levels and out-of-stock products are also reported in the System Messages panel on the Dashboard. Stock values can also be negative due to back-orders. Replenishing a negative stock must always be done to minimum value 0. For example, if the stock is -500 then the stock must be replenished with minimum 500.
The following notifications are possible:
•Out-of-stock and with backorder limit reached
•Out-of-stock but available for backorder
•Out-of-stock
•Stock below alarm level
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Set backorder quantity
If the Backorder Allowed option is enable when creating the product, shoppers can order a quantity of this product even if the quantity exceeds the available stock.
1 Select the product in the list of products.
2 Click the Edit button and then Items in Stock to set the backorder quantity.
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You can now enter a quantity in the Backorder Limit box. This is the maximum quantity that shoppers can order on top of the quantity in stock. This quantity is displayed for shoppers in the Place Order panel.
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If you leave the Backorder Limit box empty, the backorder quantity is unlimited.
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