Please find attached below the topics discussed on this page:
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What is the Products* section about?
In the Products section, users can configure all the products to include in the campaigns.
Where the Products section is located?
Log in to the CRM instance and from the left side menu, scroll down and click Products>Products
How to create and set up a new product
Click on the+ Create new button
Fill in all the fields for each part of the page as explained below.
Product Basics
Product Id field:
Master Accounts field:
Product name field:
Product Type field:
USD Product Cost field:
Product Category field:
Product Abbr. field:
HS Code field:
Package Unit field:
Expiry Date field:
Gift Card Initial Amount field:
Is Instructions In Package? toggle:
Show In Web? toggle:
Can Be Upsell? toggle:
Is Shippable? toggle:
Auto SKU toggle:
Is Active? toggle: switch this on to be able to activate the product and being able to add it to warehouses and campaigns.
Has CE Label toggle:
Banking Descriptors
The Banking Descriptors are the ones displayed in the customers' banking statements regarding the payment of the order.
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For more information on how they work and how to set them up, please click on the following helpdesk article: Banking Descriptors |
Product Features
Product Shipping Info
Fill the fields with shipping information (see the below example)
Product Brands
Products Prices
In this section, the user can select one of the Prices Formulas already created on the CRM section Prices>Formulas
On thePrice Formula field pick one of the options available
Click on the Select button
Then the user can set up the price by Currency | Country, by picking the specific option
By choosing one or the other option, the next step is picking either a specific currency
or a country
Fill in the prices and click on the Add button
and the price will be displayed as per the below example
if t
Warehouses
Orders can be fulfilled as long as the products have been included in the warehouse database and have the stock available.
Once users added the product to one or more warehouses, in this section of the Product page, it will appear all warehouses where the product has been included (see the below example)
Custom Fields
Additional information about the product can be added in this section. For instance, products synced from Shopify, via the eOne app, have information recorded in this area (see the below example)
