Product Templates Overview
Stores can only be filled with products based on Product Templates. Templates can be used for all Companies and their stores or for a specific Company and its stores.
Product templates are also associated with price lists for the actual product and prices for options sold together with the product.
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The Product Templates dialog consists of the Product Template list and four tabs:
Prerequisites
Product Templates use common resources which need to be set up before you can create templates. These resources are available on the Advanced menu. See Setting up Resources (Advanced Menu).
Create a Product Template
1 On the menu bar, choose Product Templates.
2 Click the Add button to add a new template to the list.
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3 Complete the fields in the General tab and choose the Base Type to reveal the fields that are relevant for the chosen base type.
4 If you want to add or edit your resources, click the Edit button next to the field in question.
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For example, you can edit Media Sizes and add Standard Media Sizes to the Supported Media Sizes list.
5 Click Create to create the template.
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The new Product Template is displayed in the list.
You can now proceed with the settings in the Product Options Tab, Pricing Tab, Packaging Units Tab, Preflight Tab, and Production Tab. Not all of these tabs are visible for some of the base types.
Duplicate a Product Template
1 On the menu bar, choose Product Templates.
2 Click the Duplicate button in the toolbar and then the Duplicate button to confirm that you want to duplicate an existing template.
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A copy of the Product Template is displayed in the list with the Copy suffix in the name.
3 Complete the fields in the General tab. You will probably want to change the name in the Template Name field.
4 If you want to add or edit your resources, click the Edit button next to the field in question.
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5 Click Save to save your changes to the modified template.
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The new Product Template is displayed in the list.
You can now proceed with Product Options, Pricing, Packaging Units, Preflight, and Production settings.
Delete a Product Template
1 On the menu bar, choose Product Templates.
2 Click the Delete button to delete a template from the list.
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The template is removed from the list.
NOTE: If the template has already been used to create a product, a warning is displayed indicating that you cannot delete the template. This is because the template links the product to its pricing list.
Export Product Templates
You may want to export a list of all your product templates to have an overview for reference purposes.
NOTE: It is not possible to round-trip (export/import) a file with product templates.
1 On the menu bar, choose Product Templates.
2 Click the Export button and choose Export Product Templates to export all the templates in the list.
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You can choose to view or download an Excel file which contains a list of all the templates and their properties.
Export Price Lists
You may want to export an overview of all your price lists for reference purposes.
NOTE: It is not possible to round-trip (export/import) a file with price lists.
1 On the menu bar, choose Product Templates.
2 Click the Export button and choose Export Price Lists to export all the price lists.
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You can choose to view or download an Excel file which displays the different prices lists in separate worksheets.
Create a template for a Digital product
A digital product doesn’t require you to specify any physical settings such as dimensions, media, etc. because the product will consist of one or more files that the shopper can download.
1 On the menu bar, choose Product Templates.
2 Click the Add button to add a new template to the list.
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3 Complete the fields in the General tab and choose Digital in the Base Type drop-down list. This base type has no further general settings to be specified.
4 Click Create to create the template.
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The new Product Template is displayed in the list. Only three tabs are displayed for a digital product template.
5 Open the Product Options tab and click the Add button.
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Only one option type is available for digital product templates:
•Multi-value option
6 In the Multi-value Option dialog, enter the Option name. This is the text for the option heading in the Place Order panel on the storefront.
7 Enter one or more Values for the options. For example, if the template is for e-books, you could enter ePub Reader, Kindle, Mobipocket as options. Click the Add button to add as many options as you need.
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The first in the list is selected by default on the storefront. You can rearrange the list.
8 Click Save to save your changes.
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9 Open the Pricing tab and set the pricing for each option.
10 Click Save to save your changes to the modified template.
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You can now create a product based on this template.
Create a template for a Product Kit
A Product Kit inherits many settings from its kit items and their respective templates, but these may be overruled by the kit settings.
1 On the menu bar, choose Product Templates.
2 Click the Add button to add a new template to the list.
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3 Complete the fields in the General tab and choose Kit in the Base Type drop-down list. This base type only requires you to enter the Supported Quantities.
4 Click Create to create the template.
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The new Product Template is displayed in the list. Only four tabs are displayed for a kit template: General, Product Options, Pricing and Packaging Units.
5 Add your Product Options:
•Single Value option
•Multi-Value option
6 You can only choose from three Pricing Formulas:
•Fixed Price
•Price/Copy
•Setup Cost + Price/Copy
The chosen price formula is applied on top of the sum of the prices of the kit items. You may want to set the kit price to zero or charge for an additional kit packaging.
7 Packaging Units can be specified for the kit and overrules those of the kit items. If no packaging units are specified for the kit, those specified for the kit items will be used.
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