Products*
- William Camargo (Unlicensed)
- Susanna Romanelli (Unlicensed)
What is the Products section about?
In the Products section, users can configure all the products to include in warehouses and campaigns.
Where the Products section is located?
Log in to the CRM instance and go to 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 in the next topics
Once all details have been included, click on the Create button
All products, already created, will be listed on the Products 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.
[**The Harmonized System (HS) is a standardized numerical method of classifying traded products. It is used by customs authorities around the world to identify products when assessing duties and taxes and for gathering statistics].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
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):
Please note that in order to add options to this section, those need to be previously created in the Products>Product Feature Types section.
For more information, check the Helpdesk article: Product Feature Types
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.
On the Price 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)
What’s on the Products page
The Search field
To search for a specific product, just type the product name in the search field
How to edit an existing product
To edit an existing product, users can either:
Click on the Edit button
Or click on the product name
In both cases, they are redirected to the product page, where they can make the necessary update to it.
How to copy an existing product
To copy an existing product, users need to:
Click on the Copy button and confirm the action
The user is redirected to the copied product to make any necessary changes
Once done, click on the Create button
How to delete an existing product
To delete an existing product, users need to click on the Delete button and confirm the action