Please find attached below the topics discussed on this page:
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What is the Product Groups section about?
In the Product Groups section, users can create new groups of products. After creating a product in CRM, under the product section, users can create multiple variations of the same product. To create these variations, users need to assign a specific feature with its own price, to each one of them. Once created, each product variation is considered a brand-new product by the system that can be added to campaigns.
Where the Product Groups section is located?
Log in to the CRM instance and from the left side menu, scroll down and click Products>Product Groups
How to create a new Product Groups
Click onthe + Create New button
The user will be redirected to the New Product page
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Fill the details in the fields and switch to ON the toggle Is Active
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Click on the Save button
All product groups, already created, will be listed on the Product Groups main page as per the below example:
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, where each section needs to be filled in as explained below, in the next topics
Once all details have been included, click on the Create button
All new products group, already created, will be listed on the Product Groups main page as per the below example:
Product Basics
Product Id field: This is a unique number, for CRM use only, which is automatically given to all products when creating them.
Master Accounts field: choose one of the options from the drop-down menu.
Product name field: add the product name.
Product Type field: choose one of the options available from the drop-down menu. ***Please note that this information cannot be changed once the product has been created.
USD Product Cost field: type the price of the product in USD.
Product Category field: choose one of the options available from the drop-down menu. Furthermore, to make these options available, use the Products>Product Categories section.
Product Abbr. field: type the product abbreviation, if any.
HS Code field: type the product HS code, if available.
Package Unit field: choose the type of package used to ship the product.
Expiry Date field: users can the expiration date of the product.
Gift Card Initial Amount field: type the Gift Card amount, if available.
Is Instructions In Package? toggle: switch it ON if the product package contains instructions.
Show In Web? toggle: switch it ON if the product can also be shown on the Web.
Can Be Upsell? toggle: switch it ON if the product can also be sold as an upsell.
Is Shippable? toggle: it has to be turned ON if the good is a physical product that has to be shipped to customers.
Auto SKU toggle: when set to ON, the system will automatically attribute an SKU to the product. On the other hand, when it is set to OFF, the user will be provided with an additional field to manually add the product SKU.
Is Active? toggle: when switched ON, activate the product, which will be available and visible within the list of other products that can be added to warehouses and campaigns. On the contrary, when turned OFF, the product cannot be selected in a warehouse or campaign.
Has CE Label toggle: by switching ON, users can upload a file from their machine
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
Users can include additional details about the product (see the below example):
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Please note that in order to add options to this section, those need to be previously created in the Products>Product Feature Types section. |
Product Shipping Info
Fill the fields with shipping information (see the below example)
Product Brands
Users can add the product brand by clicking on the Add New button
and filling in the below information:
if brands have been already created, they will be listed in this area as per the below example:
Products Prices
In this area, users can perform the below actions:
Adding the price to a product
Editing the price already set up
Deleting the price already set up
Checking if the price has been already configured in a campaign.
1. Add the Price to a product
In this section, the user can select one of the Prices Formulas.
Please be advised that Price Formula has to be already created in 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
2. Edit the Price of a Product
To edit the price of a product, just click on the Edit button
3. Delete the Price of a Product
To delete the price of a product, just click on the Delete button
4. Checking in which campaign the price has been already used
To check if the price has been already used in any campaign, just click on the View Campaigns Using Product Prices button
and a tab will pop up displaying any campaign that is already employing the price (as in the below example)
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)
How to edit an existing Product Group
Click onthe Edit button
The user will be redirected to the Product Groups page, where the updates can be made
Once done, click on the Save button (see the below example)
How to copy an existing Product Group
Click onthe Edit button
The user will be redirected to the Product Groups page
Click on the Copy button
Pick all sections that need to be copied, by ticking the checkboxes of each part
Click on the Finish button
The user is redirected to the copied page of the product where the adjustment can be made to create another product
Once done, click on the Create button
How to delete an existing Product Group
Click onthe Delete button to remove an existing Product Group
