- Click on the + Create new button
- You will need to fill in all the fields for each part of the page. Each field contains important information about the product, and all details must be provided.
- Once all details have been entered, click on the 'Create' button to finalize the creation of the product.
Upon creation, all products will be shown on the Products main page. This allows you to see all the products that have already been created, providing an overview of all available products.
Product Basics
The 'Product Basics' section contains essential information about the product. Here's a detailed explanation of each field:
● Product Id field: This is a unique number given to all products when they are created. This number is used only for CRM purposes and distinguishes each product from another.
● Master Accounts field: This drop-down menu lets you select from several available options.
● Product name field: Here, you enter the name of your product.
● Product Type field: This drop-down menu lets you select the type of product you are creating. However, you should note that this field cannot be changed once the product has been created.
● USD Product Cost field: In this field, you enter the price of the product in USD.
● Product Category field: Here, you can select the category that best suits your product from the drop-down menu. To make these options available, you need to use the Products>Product Categories section.
● Product Abbr. field: This field is where you type any abbreviations that apply to the product.
● HS Code field: If the product has an HS code, it should be entered here. The Harmonized System (HS) is a standardized method of classifying traded products. It is used by customs authorities around the world for duties and taxes and for gathering statistics.
● Package Unit field: This drop-down menu lets you select the type of package used for shipping the product.
● Expiry Date field: In this field, you can enter the expiration date of the product.
● Gift Card Initial Amount field: If a gift card amount is available for the product, you can enter it here.
● Is Instructions In Package? toggle: If the product package contains instructions, you can switch this toggle to ON.
● Show In Web? toggle: If the product should also be displayed on the Web, you can switch this toggle to ON.
● Can Be Upsell? toggle: If the product can be sold as an upsell, you can switch this toggle to ON.
● Is Shippable? toggle: If the product is a physical good that needs to be shipped to customers, you can switch this toggle to ON.
● Auto SKU toggle: When set to ON, the system will automatically assign an SKU to the product. If it is set to OFF, an additional field will be provided for manual entry of the product SKU.
● Is Active? toggle: This toggle can be switched ON to activate the product, making it available and visible in the list of other products that can be added to warehouses and campaigns. Conversely, when it's switched OFF, the product cannot be selected in a warehouse or campaign.
● Has CE Label toggle: This toggle, when switched ON, allows users to upload a file from their machine.
Banking Descriptors
The 'Banking Descriptors' section allows you to add a banking descriptor to the Thank You page and to the order page inside the CRM. It appears under the Raw Response Details and Raw Request Details in the Payment Details section. This feature helps rotate or alternate the descriptors of bank statements.
However, it's important to note that this feature works at the product level, not at the campaign level. That means it needs to be set up in the Products section of the CRM.
The Name and Entity Fields: In the name field, you can enter a name related to the product. This name can be linked (or not) with an available entity from a drop-down list.
If you want a specific entity to be used for a specific processor; create a name, choose an entity and then select a few of the Payment Processors below it, for example:
The Add 3-Random Digits toggle
Below the list of created descriptors is a toggle named “Add 3-random digits”. If this is switched to “Yes”, a random alphanumeric series of digits are added to the descriptor when customers purchase orders. This random sequence is added at the end of the entire descriptor name. You can verify these digits on the Thank You page after a purchase is completed, and at the CRM.
The Banking Descriptor on a Package Page
Banking Descriptors also apply to the Package page. But unlike the Products page, the Payment Processors list of selectable items is not present on the Package page. This is because the feature must be configured at the product level and the processors might have been selected and configured there already.
Therefore, when it comes to creating banking descriptors for packages, those processors do not need to be chosen. What needs to be done is to create the names for the descriptors, add them, and then decide whether you would like to have the "Add 3-random digits" toggle on or off.
The name of the descriptor will appear under the Payment Method column on the Thank You page. This lets customers know the name of the descriptor when they review their order.
Example of a Thank you page
On the Thank You page following a customer's purchase, the name of the banking descriptor appears under the Payment Method column.
Product Features
In the 'Product Features' section, users can add additional information about the product. Here's how:
- Click on the '+ Create New' button. You will be redirected to the 'New Product Feature Type' page.
- In the 'Name' field, type the product feature option that you wish to add.
- Click on the 'Save' button.
All product features created will be listed on the 'Product Feature Types' main page.
To edit an existing 'Product Feature Type':
- Click on the 'Details' button.
- You will be redirected to the 'New Product Feature Type' page where you can make updates.
- Once you're done, click on the 'Save' button.
Product Shipping Info
In this section, fill out the fields with shipping information about the product.
Product Brands
Users can add the product brand by:
- Clicking on the 'Add New' button.
- Filling in the necessary information.
If brands have already been created, they will be listed in this section.
Products Prices
In the 'Products Prices' section, users can perform several actions:
- Adding the Price to a product - Users can select a price formula (previously created in the 'CRM' section under 'Prices>Formulas'), then choose a specific currency or country to set up the product's price. After filling in the prices, click on the 'Add' button. The price will then be displayed.
- Editing the Price of a Product - To edit the price of a product, click on the 'Edit' button.
- Deleting the Price of a Product - To delete the price of a product, click on the 'Delete' button.
- Checking in which campaign the price has been used - Click on the 'View Campaigns Using Product Prices' button. A tab will pop up displaying any campaigns that have already used the price.
Warehouses
Orders can be fulfilled as long as the products have been added to the warehouse database and there's stock available. In this section, all the warehouses where the product has been included will be displayed.
Custom Fields
Users can add additional product information in this section. For example, products synced from Shopify via the eOne app have information recorded in this area.
Editing an existing product
To edit an existing product, users can either click on the 'Edit' button or the product name. Both options redirect the user to the product page where they can make the necessary updates.
Copying an existing product
To copy an existing product:
- Click on the 'Copy' button and confirm the action.
- You'll be redirected to the copied product page to make any necessary changes.
- Once done, click on the Create button
Deleting an existing product
To delete an existing product, users need to click on the 'Delete' button and confirm the action.