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EditandPrint Version.5 Products

Home EditandPrint Version.5 Products

Products

  • Products
  • Predefined Products
  • Product Categories
  • Product Weight-Days
  • Product Markup Import
  • Products Tax-VAT Settings
  • Product Price

Products

Products

This section allows you to manage all your products. Your system comes with 35+ products pre-configured with their image, product description and templates. It also has various pre-built product categories. If your products fall under categories other than these or you wish to create new category groups, then first create the new ones from Product Category section and thereafter add products.

Note: After enabling Product Category, refresh your webpage and then look for Product Category under Products module. However, if you want to display only products and not categorize them, then disable Product Category by following the path below:

Admin > Store Configuration > Settings > Search with “Category” > Product TAB > Enable Product Category (Select “No”)

Overview: At-a-glance you can tell any product’s category, size options available, product personalization options and whether the product is available to retail, corporate customers or both. Click the preview icon to get an instant overview of a particular product.

Action Menu

Admin > Products > Products > Action dropdown

Note: You can find more explanation on each of the following under Add Product.

View: There are three Tabs in it. 1. Product Details. 2. Product Price. 3. Images

1. Product Details: Will display all the details related to this product for e.g. Total orders for this product, Amount, Additional option used, Additional options rules, Settings etc.

2. Product Price: You can select to view the price for Retail, for all corporate or for particular corporate. You can also search and see the price for Additional options if you have created any additional option.

3. Images: Here you can view Image Gallery, Mask Images, Help Templates. If you want to Add, Edit or Delete any of these click on ‘Edit’ icon with a pencil mark.

Edit: Quick link to edit basic product details.

Designer Option: Quick link to edit product size and options related to Online Designer Studio.

Product Price: Directly takes you to the interface wherein you can edit/add Retail and Corporate price for this product.

  • Add Bulk Price: You can add multiple Quantity and Price using this option using comma as a separator between quantity and price. E.g. 1000, 250 then press Enter, type 2000, 450 and so on…

You can also type quantity and price in Excel and just copy paste in the space provided.

You can also use the Generate Range option if you want to have quantity in series.

Additional Options: Quick link to edit additional options. You can also add/edit Additional Option Group from the top right link. You can categorize additional options up to 2 levels: Additional Option Group – Additional Options.

Moreover, from the Action dropdown there you can carry out related functions such as edit details, edit price, duplicate it or delete it.

Combined Options Price (Admin > Products > Products > Action dropdown > Additional Options > Combined Options Price (Top Right Link))

Once you have configured all product additional options, this interface allows you to setup a group pricing for a combination of more than one additional option which can be of the type ‘Drop Down’ or ‘Radio Button’. Enter the name for group you want to create, select the options you want to combine for pricing and also a default additional option which is required to apply additional option properties wherever applicable.

During the customer order process, system will first check for group price if available for product additional options. If group price is not available, individual product additional option price will be considered automatically.

For product additional options that are hidden based on additional option rules for particular product, price calculation on storefront may not work as expected. Deletion of any additional option may also result in deletion of related additional option group and their pricing.

Manage Designer Rules (Admin > Products > Products > Action dropdown > Additional Options > Manage Designer Rules (Top Right Link))

Once you have configured all product additional options, this interface allows you to setup rules on additional options applicable for designer studio. On clicking ‘Manage Designer Rules’ link, a page with two tabs called ‘Hide Product Pages’ and ‘Designer Preview Images’ will open. Some of the important fields are described below:

Allow Edit On Additional Option Page: Use this option to allow/disallow customer to be able to change the selection of additional options after saving the product design in studio.

Using ‘Hide Product Pages’, you can setup rules to hide specific product pages based on additional option attributes selected by customer on storefront.

Using ‘Designer Preview Images’, you can upload preview images (mask images) for each size and page of the given product based on additional options configured. (This functionality can become useful for products like brochures wherein you may have a variety of fold types even for same product size and you want to display such fold types in designer studio with proper visualization by uploading a mask image for each fold type).

Additional Option Rules: Directly takes you to an interface from where you can set rules, according to which the additional options will display for this product on your storefront.

Some of the important fields are described below:

  • Select Rule: You can create a rule based on either of the following two options:
  • Size-Quantity based: For the options you choose in Select Size & Quantity, the options ticked under Additional Options will not show on your storefront. At a time, you can only choose one option in each field under Select Size & Quantity. However, you can tick multiple options under Additional Options.
  • Additional Option based: If you choose this option from Select Rule, then options ticked under Additional Options will not show on your store front.
  • Size – Additional Option based: This option is combination of both, Size and Additional option, here you will be able to create a rule based on Size as well as Additional Options.

For dynamic size products, rules can be created accoridingly based on product area:

  • Parameter-Quantity based: For the options you choose in Select Parameter & Quantity, the options ticked under Additional Options will not show on your storefront. At a time, you can only set one condition in each field under Select Parameter & Quantity. However, you can tick multiple options under Additional Options.
  • Parameter-Additional Option based: This option is combination of both, Parameter and Additional option, here you will be able to create a rule based on Parameter as well as Additional Options.

If you choose Additional option based rule then, for Select Options you can select multiple variables and tick AND/OR as per the instructions there. Next, tick the Additional Options which will not show on your storefront whenever your customer selects the options you chose in the previous field.

Metatags: Quick link to edit Metatag details for this product.

Mask Image: Upload mask image for this product. If this product has multiple pages and/or sizes, you can upload mask image for every page size. When your customer chooses to personalize this product using Custom Design option, the online designer studio will open with the mask image instead of a blank canvas.

You can also upload separate mask image for print ready files which will display on print ready or preview PDF files for this product. Mask image on print ready file becomes helpful if want some extra text or graphics to be displayed on the print-ready file itself.

As an alternative, you can even directly enter SVG path for product mask image.

Gallery: You can upload multiple images of this product which will display on your storefront when your customer opens this product’s page. Begin with entering the title of the image. It is recommended that you name the image files as Product name_sequence number. This title will not be displayed to your customers on the storefront. Enter the sequence number in the Sort order field and upload image.

Help Template: You can upload Help file such as online designing guideline, explanation of terms such as cut margin, safe margin, etc. which will be available to your customers on this product’s page under Template tab. This Help file is resourceful particularly for customers who are new to online personalization.

You can also upload multiple Help Templates for same size.

Your system comes pre-built with sample Help Template files. You can either modify them or upload a completely new one.

To view and modify, click Select Artwork From Portfolio. The popup window will show all the products for which Help Templates are pre-built. Click on a similar product for which you want to create Help Template. Next, you will see a preview of this Template. If you want to use the template as it is, then click the link at the top to Apply Selected Template in your Product. If you want to make some changes to it, then click the link Download For Modify against your chosen file format. Edit the downloaded file and upload.

Stock: You can use this option to setup stock management for specific printing products likes apparels. Examples of printing products for which stock management may apply can be mug, cap, t-shirts, CDs, etc.

Settings: Enter the details to enable settings specific to this product. Following is a brief explanation of the important fields:

Studio TAB

  • Designer Uploaded Image Quality Check: The value you enter here will be used as a benchmark for image quality check on the Online Designer Studio. If ticked Yes, your customer will see real-time remark about the photo quality as Poor/Low/High Quality Photo. This way, your customer is ensured that the image on their print product will not be distorted.
  • Enable Orientation In Designer Studio:This option will allow to enable orientation option at storefront for designer studio.
  • Default Studio Height: This will help you to configure the height you want the designer studio should use by default, when the customer is trying to design the selected product.

General TAB

  • Setup Cost: Setup cost shall be a fixed cost to be added to product’s base price whenever customer places order for the selected product.
  • Allow to Upload CSV: Tick Yes to enable mass personalization for this product. At the storefront, for product personalization, your customer clicks Browse Design and chooses from the templates. Next, they will be taken to Online Designer Studio where they do not need to make any changes in text or design and Continue. Your customers can see option of Mass Template Personalization for which they need to tick Yes and upload their data using Help link there.
  • Enable Promotional Text on title:This option will enable product promotional text to be displayed adjacent to product title.
  • Product Promotional Text: The text provided in this field will display over product box in a form of a badge and also as a text adjacent to product title.
  • Product Badge Pattern:Selected Badge pattern will be displayed over product box along with promotional text written on it.

Upload TAB

  • Allow Cloud File Upload: Enable Only Cloud Upload or Both option to allow your customers to upload files more than 50MB. It requires your prior registration with Dropbox Storage or Amazon S3 Cloud Storage. Once registered, fill in the required details on:

Store Configuration > External Service Settings > Select Cloud Storage TAB > Action > Edit

  • Upload Center Proof: There can be four possible options here:
    • None: The upload process would work quite normally wherein customer will just upload file and then proceed further to order checkout without any customization on the uploaded image.
    • Designer Studio: If this option is configured, customer will basically be able to use the image uploaded in upload center, then on clicking on check out button he will be redirected to designer Studio with the same image set on designer canvas and there he can make changes in the upload file just like a designed studio template. Please note that this setting won’t work if multiple file upload is enabled.
    • Crop Mark in Image: If this option is configured, customer will be able to have a preview of their uploaded image with the crop marks on it. This should probably help customer visualize how their final print product can turn out to be.
    • Mask in Image: If this option is configured, customer will be able to have a preview of their uploaded image with the mask image on it (as per product mask image configuration in admin panel). This should probably help customer visualize how their final print product can turn out to be.
  • Allow Multiple File Upload: Use this option to allow customers to be able to upload multiple design files for the same printing product they want to order. An ‘Add More’ button will appear for customers on Upload center page if this option is enabled so that customers can upload as many design files as they want.

Custom Size TAB

  • Area Lookup: Some of the printers may need to calculate total area by multiplying height and width entered by customer with product’s quantity to help with calculating exact range of area. You can set how the area will be looked up based on your needs, whether you want area to be calculated with or without considering product quantity entered by customer.
  • Restrict Size: You can use this option to restrict product’s custom size to be entered by customer. You can also enter a range if you want to allow custom width or custom height within a defined range, instead of completely restricting size.
  • Predefined Custom Size: Added Product Size will be displayed in product size dropdown in price calculator and upload center. If Product Size title is not added, it will be displayed into individual width and height dropdown respectively.

On the storefront, when your customer selects Upload Design for this product, they will see a link to Upload Large File.

Images uploaded will show in the table below where you can edit image file name, change sort order or delete the image file.

Duplicate Product: Quick link to help you to duplicate this product. Tick the options you want to duplicate of this product and click Duplicate Product. All the product creation pages will be pre-filled with the details. Simply edit the ones that you need to change and instantly create a new product. This link is particularly resourceful when you want to create products with few variations.

Shipping Price Management: Quick link to enter shipping price for various shipping options. If you have added shipping zones, you need to first select the zone from the dropdown menu and then enter shipping price for that zone.

Delete: 2-Step delete confirmation will permanently delete this product. It will no longer show on your storefront.

Set URL redirection while deleting records: To avoid website users getting 404 error pages for deleted store records especially for SEO friendly external setup links for products & content pages. This option will appear while you are trying to delete Product.

Add

Products > Products > Add (Top Right Link)

Adding a product is a multi-layer process which includes:

  • Adding basic product details
  • Setup Product Sizes
  • Set Price (Retail & Corporate)
  • Update Metatags

Adding Basic Product Details

Begin with adding the basic details about the product. If you have multiple languages enabled, you need to manually enter the translated content.

Product URL: By default, the product name will be taken in the product URL. Any spaces in the product will be substituted with a dash. However, you can completely modify the URL as well.

Price Defining Method: You can define multiple pricing methods available. When you choose the Size based Price (Dynamic Size) option, a new option will be displayed below it Type of Measurement.

Type of Measurement: This option allows you to choose the unit of measurement for custom size products.

User Type: Tick the customer type for whom you want to enable this product. When you select Specific Corporate And Retailer , a check list of all the corporate customers and retailer will appear wherein you can tick specific corporate customers or retailer or both for whom this product will be enabled.

Type of Color Palette: This option allows to choose the type of color palette you want to offer for your print-products in designer studio.

  • Default Production Days: The number of days you set here will be taken for calculation of due date in List Orders section. For example, you entered 5 days. Whenever a customer places order for this product, the system will automatically calculate 5 days from the day of order and display it as Due Date in View Orders section.

After filling up the details, click save and continue.

Setup Product Sizes

This interface allows you manage product size options which will show on your storefront mainly in online price calculator, upload center and Online Designer Studio. Set weight for the product using the link in the top section. More on this is explained in the Product Weight-Days section.

Title: This is the product size label which will show on the online calculator dropdown on your storefront. Also, across all your admin panel wherever there is a mention of product size, this label will be displayed.

Size: Online calculator will take these measurements for calculation.

Options: You are required to enter the number of folds for this product. Count of folds is same as the count of fold lines on the product. You can see a specimen from the help icon there.

Setup Product Margin

The safe margin and cut margin measurements you enter here will work as guideline for your customers to design within the safe area of the template or canvas on Online Designer Studio. The help icon there will show you how the safe margin and cut margin will appear to your customers. This option will not show for products for which pricing method is chosen as Size based Price (Dynamic Size) option.

Setup Product Pages / Sides Enter the name of printed sides for this product. For example, a standard business card will have two sides, namely, Front and Back. Click on the Add New Page icon on the top right to add new field for adding name of page sides.

Setup Studio Configuration

Default Zoom Size: The default zoom size is 100%. However, for small-sized products such as USB ports, pens, etc. your customers will have to zoom in while personalizing on the Online Designer Studio. To avoid this, you can set higher zoom size as default for small size products. Similarly, for wide format products such as banners, beach flags, etc. you can set a lower zoom size for the convenience of your customers.

Studio Type

When you tick Both Default Advanced, your customers will see a tab ‘Switch to Express Tools’ on their Online Designer Studio for this product. Similarly, when you tick Both Default Text, your customers will see a tab ‘Switch to Advanced Tools’ on their Online Designer Studio for this product.

Set Retail Price

Pricing table for this product will show depending upon the option set for Price Defining Method while adding basic product details. You can add new rows for pricing from the Add New Price link on the top right.

For products marked as Fixed Quantity & Price, you can set separate price for various quantity levels. For products marked as Range Base with/without Multiplication, you will have fields to enter the quantity range and pricing for it. Products marked as Size based Price (Dynamic Size) will allow you to set pricing with size range. Use the help icon for a quick explanation on price calculation for custom size product.

More on this is explained under Product Price section.

If this product is assigned to Corporate Customers or Both (Retail & Corporate customers), then the next step will be Set Corporate Price.

Set Corporate Price

This interface allows you set corporate pricing from the Select Corporate dropdown in two ways:

Common Price for All Corporate: The pricing you set here will be applicable to all the corporate customers.

Individually for each Corporate: Select the Corporate name from the dropdown list and then set the pricing which will be applicable to all the departments under that corporate. However, if you want to set pricing individually for multiple corporate customers, go to Product Price.

Save changes and move on to the next step, Update Metatags.

Update Metatags

Enter SEO-friendly content for Page Title, Keywords and Description. If you have multiple languages enabled, you’ll need to manually enter the translated content. Save the changes to move on to the next step, Additional options. If this product doesn’t have additional options, then simply Save Changes and the product is created.

Add Additional Options

This interface allows you to add the additional options that you offer to your customers in terms of paper quality, lamination options, corners style, etc.

Description: You can add description for this additional option in the form of text, image or video.

  • Settings: Here you can select the setting type for additional option such as 1. Text box. 2. Radio buttons. 3. Drop down. 4. Text Area. 5. Check box. 6. Upload file. 7. Textbox- Price without multiplication. 8. Textbox – Price with multiplication.

In case you would like to restrict file types which are uploaded by customer with ‘Upload File’ additional option, you need to contact your appropriate technical OnPrintShop consultant stating your request in detail.

Difference between Text box, Textbox – Price with and without Multiplication.

  • Text box: Here only text can be entered, no calculation is possible if this option is selected.
  • Textbox – Price Without Multiplication: Enter only numeric value can be entered, price calculation will be done based on quantity and attribute option entered in the range (Upto).

For e.g. Quantity = 100 ,No of pages = 20 , Retailer Price for quantity(100) = 100 , Attribute price set for quantity(100) & Up to(50) = 5 Then the price will be calculated like: 5(Additional Option Price) + (100) product price = 105

  • Textbox – Price with Multiplication: Enter only numeric value can be entered, price calculation will be done based on quantity and attribute option, price will be multiplied with the value entered in the range (Upto).

For e.g. Quantity = 100 ,No of pages = 20 , Retailer Price for quantity(100) = 100 , Attribute price set for quantity(100) & Up to(50) = 5 Then the price will be calculated like: (5(Additional Option Price) * (50)No of pages) + (100)Product price = 350

Select Option Group: Additional option group that you have added from Additional Option in Action dropdown will show in this list.

Type: Tick the type of display you want for this additional option. Ticking Text Box/Text Area will display a box next to the online calculator, wherein your customer can mention any additional information.

Price Calculation Type : It is User Defined Product Size Setting which allows admin to define the way of adding the additional option price into product price. Additonal option price for custom size products will be calculated based on:

  • Multiply Only With Area (Width x Height)
  • Multiply Only With Perimeter (2x(Width + Height))
  • Multiply Only With Width
  • Multiply Only With Height
  • Fixed Price based on Area
  • Fixed Price based on Perimeter
  • Fixed Price based on Width
  • Fixed Price based on Height

Save changes and the product is created.

Related Product

Admin > Products > Products > Related Product (Top Right Link)

This section allows you to set related products to increase the chances of upselling and cross-selling on your storefront. To set Related Product, first choose a product from the dropdown list. Next, Select Related Product options will appear with following options. Brief explanation is as follows:

 

  • None: No related products will display for this product.
  • Specific Products: Ticking this option will instantly display all your products. Tick the ones you want to display as related products for this product.
  • Refer Common Settings: Related products for this product will show as per the settings in Related Product List.

Note: Display Related Products only on Checkout Page: By default, related products are displayed at two places on your storefront – product page and checkout page. However, if you do not wish to display related products on any of your product page then, go to…

Admin > Store Personalization > Product Page Layout

If your default layout is one of the pre-built layouts, then create a duplicate from Action dropdown. Remove the Related Product block and mark it as Default. If you have created a new layout then, simply remove Related Products block under Arrange Blocks. More on this is explained in Product Page Layout.

Import Products

Admin > Products > Products > Import Products (Top Right Link)

To mass upload product details, pricing and additional options, simply follow the step by step instruction mentioned there. Following is a brief highlight for each of the steps:

Step 1 : Download Sample File

Once you download the sample file, you are required to enter details in the sequence of the tabs.

Note following points to avoid wrong or omitted product entries into the system:

  • Do not delete or interchange any column in the sample excel file
  • Do not change title of any column
  • Leave blank column or sheets that are not relevant
  • Columns with heading in yellow text are mandatory to fill
  • For clarification about any column title, look up in Step 2. Sheet names are displayed in tabs
  • For corporate_id of specific corporate customer, look up in Step 2 > Corporate Details TAB
  • Before filling the Excel file, ensure that you use the same measurement unit that you have set in…
Admin > Store configuration > Settings > Search with “Size” > Select from dropdown list for ‘Measurement Unit for Product Size’

In case the units are different then, your products will not upload correctly into the system.

 

  • If you have multiple sizes/price/etc. for a product, then drag drown the product name until all its options in the corresponding row cells. For example, Business Card has 5 size options, then in Column A, drag Business Cards for 5 cells. Next, add the remaining details.

Step 2 : Fill Up Date & Help

Information here serves as a reference for you to fill in the Excel file. For example, you can look up the Corporate Id from here and accordingly fill in the Excel file.

Step 3 : Upload File

Simply select the product type and upload the Excel file.

Step 4: Map Database Field

You can check tab-wise details which are correctly taken from the Excel file.

Step 5: Imported Data Summary

Click ‘Import’ and all the valid data will be imported into the system.

Predefined Products

Predefined Products

This section allows you to manage products for which personalization is not required, for example, business card holder, banner stand, etc.

Overview: At-a-glance you can see list of all the pre-defined products, size variants, stock available and the customer type to whom products are available.Action Menu

Admin > Products > Predefined Products > Action dropdown

View: View: There are three Tabs in it. 1. Product Details. 2. Product Price. 3. Images

1. Product Details: Will display all the details related to this product for e.g. Total orders for this product, Amount, Additional option used, Additional options rules, Settings etc.

2. Product Price: You can select to view the price for Retail, for all corporate or for particular corporate. You can also search and see the price for Additional options if you have created any additional option.

3. Images: Here you can view Image Gallery and print ready file uploaded, if any. If you want to Add, Edit or Delete any of these click on ‘Edit’ icon with a pencil mark.

Edit: Quick link to edit basic product details.

Product Price: Directly takes you to the interface wherein you can edit/add Retail and Corporate price for this product.

  • Add Bulk Price: You can add multiple Quantity and Price using this option using comma as a separator between quantity and price. E.g. 1000, 250 then press Enter, type 2000, 450 and so on…

If you have the price data available in MS Excel format, you can just copy paste in the space provided. You can also use the Generate Range option if you want to have quantity in series.

Additional Options: Quick link to edit additional options. You can also add/edit Additional Option Group from the top right link. You can categorize additional options up to 2 levels: Additional Option Group – Additional Options.

Moreover, from the Action dropdown there you can carry out related functions such as edit details, edit price, duplicate it or delete it.

Combined Options Price (Admin > Products > Products > Action dropdown > Additional Options > Combined Options Price (Top Right Link))

Once you have configured all product additional options, this interface allows you to setup a group pricing for a combination of more than one additional option which can be of the type ‘Drop Down’ or ‘Radio Button’. Enter the name for group you want to create, select the options you want to combine for pricing and also a default additional option which is required to apply additional option properties wherever applicable.

During the customer order process, system will first check for group price if available for product additional options. If group price is not available, individual product additional option price will be considered automatically.

For product additional options that are hidden based on additional option rules for particular product, price calculation on storefront may not work as expected. Deletion of any additional option may also result in deletion of related additional option group and their pricing.

Additional Option Rules: Directly takes you to an interface from where you can set rules, according to which the additional options will display for this product on your storefront.

Some of the important fields are described below:

  • Select Rule: You can create a rule based on either of the following two options:
  • Size-Quantity based: For the options you choose in Select Size & Quantity, the options ticked under Additional Options will not show on your storefront. At a time, you can only choose one option in each field under Select Size & Quantity. However, you can tick multiple options under Additional Options.
  • Additional Option based: If you choose this option from Select Rule, then options ticked under Additional Options will not show on your store front.
  • Size – Additional Option based: This option is combination of both, Size and Additional option, here you will be able to create a rule based on Size as well as Additional Options.

However, if you choose Additional option based rule then, for Select Options you can select multiple variables and tick AND/OR as per the instructions there. Next, tick the Additional Options which will not show on your storefront whenever your customer selects the options you chose in the previous field.

Metatags: Quick link to edit Metatag details for this product.

Gallery: You can upload multiple images of this product which will display on your storefront when your customer opens this product’s page. Begin with entering the title of the image. It is recommended that you name the image files as Product name_sequence number. This title will not be displayed to your customers on the storefront. Enter the sequence number in the Sort order field and upload image.

Stock Management: Quick link to edit product stock details configured for particular predefined product.

Upload Print Ready Files: Allows you to upload a print ready file which will serve as the final print ready file for the particular predefined product.

Settings: Enter the details to enable settings specific to this product. Following is a brief explanation of the important fields:

  • Enable Promotional Text on title:This option will enable product promotional text to be displayed adjacent to product title.
  • Product Promotional Text: The text provided in this field will display over product box in a form of a badge and also as a text adjacent to product title.
  • Product Badge Pattern:Selected Badge pattern will be displayed over product box along with promotional text written on it.

Shipping Price Management: Quick link to enter shipping price for various shipping options. If you have added shipping zones, you need to first select the zone from the dropdown menu and then enter shipping price for that zone.

Delete: 2-Step delete confirmation will permanently delete this product. It will no longer show on your storefront.

Add

Admin > Products > Predefined Products > Add (Top Right Link)

Adding a product is a multi-layer process which includes:

  • Adding basic product details
  • Setup Product Sizes
  • Set Price (Retail & Corporate)
  • Update Metatags

Adding Basic Product Details

Begin with adding the basic details about the product. If you have multiple languages enabled, you need to manually enter the translated content. Some of the important fields are described below:

Enable Stock Management: Ticking this option will allow you to manage inventory level for this product. After filling up the details, click save and continue.

Setup Product Size

This interface allows you manage product size which will show on your storefront on price calculator. The link in the top section allows you to set weight for the product. More on this is explained in the Product Weight-Days section.

Title: This is the product size label which will show on the online calculator on the storefront. It is not necessary to mention size label in numeric terms. You can enter size labels such as Small, Large, Medium, etc. Also, across all your admin panel wherever there is a mention of this product’s size, this title will be displayed.

Size: Online calculator will take these measurements for calculation.

Customer Type: Tick the customer type for whom you want to enable this product. When you select Specific Corporate And Retailer , a check list of all the corporate customers and retailer will appear wherein you can tick specific corporate customers and departments or retailer or both for whom this product will be enabled.

Set Retail Price

Pricing table for this product will show depending upon the option set for Price Defining Method while adding basic product details. You can add new rows for pricing from the Add New Price link on the top right.

Product marked as Fixed Quantity & Price, you can set separate price for various quantity levels. For products marked as Range Base with/without Multiplication, you will have fields to enter the quantity range and pricing for it.

More on this is explained under Product Price section.

If this product is assigned to Corporate Customers or Both (Retail & Corporate customers), then the next step will be Set Corporate Price.

Set Corporate Price

This interface allows you set corporate pricing from the Select Corporate dropdown in two ways:

Common Price for All Corporate: The pricing you set here will be applicable to all the corporate customers.

Individually for each Corporate: Select the Corporate name from the dropdown list and then set the pricing which will be applicable to all the departments under that corporate. However, if you want to set pricing individually for multiple corporate customers, go to Product Price.

Save changes and move on to the next step. If Stock management is enabled, then next step will be Manage Stock Account History. Otherwise, you will be redirected to Update Metatags.

Manage Stock Account History

This interface allows you to manage your stock levels and configure rules for better stock management.

First, under Stock/Remove stock add the current quantity of this product. Enter the quantity, then from the dropdown select Add (+) and submit. You will see the updated stock quantity on the left under Stock Summary. Moreover, whenever customers place order, the stock quantity will automatically go down.

Stock Settings enables you to receive notification when the stock quantity reaches re-order level. Enter the quantity and whenever stock reaches this level, you will receive an email notification. You can edit the stock notification email from…

Admin > Content Management > Search with “stock” > Action dropdown > Edit

You can search previous records from the table below. Export Stock History link above it allows you to quickly extract all your data in an Excel file.

Update Metatags

Enter SEO-friendly content for Page Title, Keywords and Description. If you have multiple languages enabled, you’ll need to manually enter the translated content. Save the changes to move on to the next step – Additional options. If this product doesn’t have additional options, then simply Save Changes and the product is created.

Add Additional Options

This interface allows you to add the additional options that you offer to your customers. Moreover, from the Action dropdown there you can carry out related functions such as edit details, edit price, duplicate it or delete it.

Add Additional Options from the link on the top right. Some of the important fields are described below:

Description: You can add description for this additional option in the form of text, image or video. You can add description for this additional option in the form of text, image or video.

Type: Here you can select the field type for additional option such as 1. TextBox. 2. Radio Button. 3. Drop Down. 4. Text Area. 5. Check Box. 6. Upload File. 7. TextBox- Price without multiplication. 8. TextBox – Price with multiplication.

Difference between the three types of TextBox fields are as follows:

  • Text box: Here only text can be entered, no calculation is possible if this option is selected.
  • Textbox – Price Without Multiplication: Enter only numeric value can be entered, price calculation will be done based on quantity and attribute option entered in the range (Upto). For e.g. 5(Additional Option Price) * (100) product price = 500
  • Textbox – Price with Multiplication: Enter only numeric value can be entered, price calculation will be done based on quantity and attribute option, price will be multiplied with the value entered in the range (Upto). For e.g. (5(Additional Option Price) * (50)No of pages) * (100)Product price =25000

Select Option Group: Additional option group that you have added from Edit Additional Option in Action dropdown will show in this list.

Type: Tick the type of display you want for this additional option. Ticking Text Box will display a text area near the online calculator, where your customer can mention any additional information.

Add Additional Option Group from the link on the top right. It allows you to categorize additional options up to 2 levels: Additional Option Group – Additional Options.

Save changes and the product is created.

Kit Product

Admin > Products > Predefined Products > Kit Product (Top Right Link)

You can create a product KIT for Predefined Products only. In kit product, you can group multiple products and can create a Group (Kit). This kit will be displayed on the separate link (KIT Products) wherein all the Kit products will be displayed.

Click on the “Add” button to create a product kit the already defined kits will be displayed in the grid on the Kit Product page.

Customers can also place an order for products inside the kit, individually from main Product list. You have to make the link active from admin panel for Kit Product from:
Admin > Store Personalization > Header/Footer Links > Kit product

Import Products

Admin > Products > Predefined Products > Import Products (Top Right Link)

To mass upload product details, pricing and additional options, simply follow the step by step instruction mentioned there. Following is a brief highlight for each of the steps:

Step 1 : Download Sample File

Once you download the sample file, you are required to enter details in the sequence of the tabs.

Note following points to avoid wrong or omitted product entries into the system:

  • Do not delete or interchange any column in the sample excel file
  • Do not change title of any column
  • Leave blank column or sheets that are not relevant
  • Columns with heading in yellow text are mandatory to fill
  • For clarification about any column title, look up in Step 2. Sheet names are displayed in tabs
  • For corporate_id of specific corporate customer, look up in Step 2 > Corporate Details TAB
  • Before filling the Excel file, ensure that you use the same measurement unit that you have set in…
Admin > Store configuration > Settings > Search with “Size” > Select from dropdown list for ‘Measurement Unit for Product Size’

In case the units are different then, your products will not upload correctly into the system.

  • If you have multiple sizes/price/etc. for a product, then drag drown the product name until all its options in the corresponding row cells. For example, Business Card has 5 size options, then in Column A, drag Business Cards for 5 cells. Next, add the remaining details.

Step 2 : Fill Up Date & Help

Information here serves as a reference for you to fill in the Excel file. For example, you can look up the Corporate Id from here and accordingly fill in the Excel file.

Step 3 : Upload File

Simply select the product type and upload the Excel file.

Step 4: Map Database Field

You can check tab-wise details which are correctly taken from the Excel file.

Step 5: Imported Data Summary

Click ‘Import’ and all the valid data will be imported into the system.

Related Product

Admin > Products > Predefined Products > Related Product (Top Right Link)

This section allows you to set related products to increase the chances of upselling and cross-selling on your storefront. To set Related Product, first choose a product from the dropdown list. Next, Select Related Product options will appear with following options. Brief explanation is as follows:

  • None: No related products will display for this product.
  • Specific Products: Ticking this option will instantly display all your products. Tick the ones you want to display as related products for this product.
  • Refer Common Settings: Related products for this product will show as per the settings in Related Product List.

Note: Display Related Products only on Checkout Page: By default, related products are displayed at two places on your storefront – product page and checkout page. However, if you do not wish to display related products on any of your product page then, go to…

Admin > Store Personalization > Product Page Layout

If your default layout is one of the pre-built layouts, then create a duplicate from Action dropdown. Remove the Related Product block and mark it as Default. If you have created a new layout then, simply remove Related Products block under Arrange Blocks. More on this is explained in Product Page Layout.

Product Categories

Product Categories

This section allows you to add and manage details of product categories. Product Category is disabled by default. To enable Product Category, go to…

Admin > Store Configuration > Settings > Search with “category” > Product TAB > Enable Product Category / Product Category with Group? (Select “Yes”)

Your system comes with few pre-built product categories that are commonly used. You can add more categories that will be available to you while adding Products and Predefined Products.

Your system comes with 2-tier product categorization by default. To enable 3-tier product categorization, you need to enable Category Group by following the path below:

Admin > Store Configuration > Settings > Search with “category” > Product TAB > Enable Product Category / Product Category with Group? (Select “Yes with Group”)

3-tier product categorization level functions as follows: Category Group – Category – Product

Product Category

Admin > Products > Product Categories > Product Category TAB

Overview: At-a-glance you can see product category name and thumbnail image of each category that will display on the Product Category page on your storefront. You can toggle the status as Green (Active) or Red (Inactive) and also sort their order sequence in which they will be displayed under the Products dropdown list on your storefront.

Action Menu

Admin > Products > Product Categories > Product Category TAB > Action dropdown

Edit: Quick link to modify any of the pre-configured details or edit the details you have added while creating the category. If multiple languages are enabled, you need to manually add content for each language.

Delete: This option will appear only for those categories for which no products are assigned.

You will get the popup for redirection of URL, we now provide the option to auto set URL redirection at the time of deleting any record. This option will appear while you are trying to delete specific type of records from admin panel.

Add Product Category

Admin > Products > Product Categories > Add Product Category (Top Right Corner)

Simply fill in the details and click Submit to instantly add a new category. You can set the SEO Content Details on the same page – without moving to the SEO module. If multiple languages are enabled, you need to manually add content for each language.

Category Group

Admin > Products > Product Categories > Category Group TAB

Overview: At-a-glance you can see product category name and thumbnail image of each category that will display on the sidebar of your storefront. You can toggle the status as Green(Active) or Red(Inactive) and also sort their order sequence in which they will be displayed in the sidebar of your storefront.

Action Menu

Admin > Products > Product Categories > Category Group TAB > Action dropdown

Edit: Quick link to edit the details you have added while creating the product category group. If multiple languages are enabled, you need to manually add content for each language.

Add Category Group

Admin > Products > Product Categories > Add Category Group (Top Right Link)

Simply fill in the details and click Submit to instantly add a new product category group. You can set the SEO Content Details on the same web page – without moving to the SEO module. If multiple languages are enabled, you need to manually add content for e

Product Weight-Days

Product Weight-Days

This section allows you to add weight and production days for every product and the additional options. Select the radio-button for weight or production days first. Now, select the product from the dropdown list. Next, select whether you are entering weight/production days for the product (select Only Size) or weight/production days for the product’s additional attributes (select Size with Option). Accordingly, you can select whether you are entering weight/production days for the product (select Only Size) or weight/production days for the product’s additional attributes (select Size with Option).

If you select Size with option, all the additional options available for the selected product will automatically appear. Moreover, when you check the additional attributes, the Product Weight/Production Days table below populates with all the possible combinations of product sizes and options. Simply fill in the individual weight/production days for each and save changes.

Quantity Wise: If you set this active, then the production days will be calculated and displayed based on the quantity selected by the customer.

Note: For blank fields, weight/production days will be taken as zero.

Import Product Weight

You can mass upload product weight using the link at top right side, when radio button for ‘Product Weight’ is selected. You need to enter weight separately for products that have multiple size options and products that have multiple size and attribute options.

Simply follow the steps there and if you need any further help with this, email the Excel files to your appropriate technical OnPrintShop consultant stating your request in detail.

Note: Editing any of the pre-filled columns other than ‘Weight’ in the excel file can cause errors in uploading product weight. Only enter the product weights and email it as mentioned above.

Import Product Production Days

You can mass upload product production days using the link at top right side, , when radio button for ‘Production Days’ is selected. You need to enter production days separately for products that have multiple size options and products that have multiple size and attribute options.

Simply follow the steps there and if you need any further help with this, email the Excel files to your appropriate technical OnPrintShop consultant stating your request in detail.

Note: Editing any of the pre-filled columns other than ‘Days’ in the excel file can cause errors in uploading product production days. Only enter the product production days and email it as mentioned above.

Product Markup Import

Product Markup Import

Products Tax-VAT Settings

Products Tax-VAT Settings

This section allows you to manage tax setting individually for your products. By default, all your products are assigned with Flat Tax Rate that you have set under Tax-VAT Settings in Orders module. However, products for which you require specific tax settings, you can do it from this section.

Note: Tax settings you configure here for any product will overwrite the Flat Tax Rate for that product only.

Tax Rate Type

 

  • Global Tax: It refers to the Flat Tax Rate you have set in Tax-VAT Settings under Orders module. By default, global tax is applicable for all your products.
  • No Tax: Tax amount will be set as zero for products marked as No Tax.
  • Specific Tax: You can choose to assign specific tax rate for products. This tax rate will overwrite the global tax for that product.

 

Product Price

Product Price

This section allows you to enter and view price of products and its additional options for retail and corporate customers, and vendors (if Printer/Vendor module is enabled).

Select the product from the dropdown list and the customer type or additional option for which you want to set price and click View Price.

Below is brief description of the options in the dropdown list:

Retail Price: This price will be visible on your storefront to all your retail customers.

Corporate Price: Enter pricing for specific corporate customers which will display on the corporate’s storefront. Uncheck Visible, if you do not want to display pricing on corporate storefront.

Additional Option Price:Once you select this option, another dropdown list will appear with all the additional options that you have entered while creating that product and click View Price.

Pricing Table

You can set product price for all the variables (such as sizes, quantity, quantity range, etc.) that you have entered while adding product. Click on Add New Price on the top right of every price table to add more pricing as per variables such as quantity and quantity range.

Vendor Price: If vendor module is enabled, then a new field will appear to enter pricing for vendor and add your markup percentage over it (Admin Markup %). To enable Printer/Vendor module, go to…

Admin > Store Configuration > Settings > Search with “vendor” > Select “Yes”

Product Price-Bulk

First select the price category for which you want to enter bulk pricing. Based on this, product list will populate in the field below. To select multiple products, press Ctrl and click on the products for which you want to set bulk price.

Next, select the quantity range and enter value for bulk price and select the mark up or mark down. Value entered for Fixed Increase or Decrease will be taken in your base (default) currency.

Product Option Price-Bulk

First select the price category for which you want to enter bulk pricing. Based on this, products with their additional options will populate in the field below. To select multiple additional options, press Ctr and click on the additional options for which you want to set bulk price.

Next, select the quantity range and enter value for bulk price and select the mark up or mark down. Value entered for Fixed Increase or Decrease will be taken in your base (default) currency.

Product Price-Excel

To mass upload pricing for products as well as its additional options and combined options, step by step instructions are mentioned there. Following is a brief highlight for each of the steps:

Step 1: Download Sample File

First, fill in the details on the left side dropdown list. Based on this, the system will automatically populate products that match your choices in the dropdown menu. To select multiple products, press Ctr and click on the products for which you want to add price.

Step 2 : Help – Excel Field Description

It gives you a quick highlight of the various labels used in the Excel file which you downloaded in step 1. Move between the tabs to view details covered under each of them. The information here serves as a reference for you to fill in the Excel file. For example, you can look up the Corporate Id from here and accordingly fill in the Excel file.

Step 3 : Upload Product Price

Upload the Excel file filled with pricing details. Then select for whom this pricing will be applicable – Retail Price, Corporate Price, Option Price or Option Combined Price. You can upload only one Excel file at a time for retail, corporate, option price or option combined price.

When you Upload File, Step 4 will automatically appear.

Step 4 : Product Price Validation Summary

It displays a summary of the records you have entered. Data Summary shows:

Valid records: Records correctly entered into the Excel sheet and are fit go into the system.

Invalid records: Records that have some missing information but can be taken into the system.

Skipped records: Records that are wrongly entered and will not be taken into the system.

Check the product price summary and if all the records are appropriate, then Submit Records.

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