How-to Documentation

Manage Products

 
  1. Go to Commerce Manger sample
  2. Click on Categories and Products sample
  3. On the tree menu on the left side of the page, click on the “Add a New Product” link
  4. Select a Product Type, usually this is “Product”, enter the Product Name, PartNo, and Price and click “Next”. Please note: If your site has multiple shops, you will need to select the shop(s) this item is to be connected to. sample
  5. Fill out any information that pertains to this product on the Core Data tab. When done, scroll to the bottom and click “Save”. sample
  6. Click on the Group Config tab and configure the groups the item is supposed to display for on the front end of the site by clicking on the pencil icon next to each group and filling out any information that applies to the item. Each group will need to be configured separately. sample
  7. This step should only be completed if the item is to have price breaks assigned to it. Click on the Pricing tab and click on the “Create New” button. Follow the steps on the screen to create a new price break for the item. sample
  8. Click on the Media tab and upload images. Main, Thumb, Cart and Large are required. sample
  9. If you have attribute images, click on the Attribute Images tab and upload images for each of the attributes by clicking the Same for All button.
  10. Click the Product Connections tab and assign the categories this product is to be displayed in. sample
  11. If this product has related items, click on the Related Items section on the Product Connection tab and assign related products to the product. sample
  12. If the product has attributes, click on the Attributes tab and click the “Add Attributes” button. From the list that comes up select all the corresponding attributes that should be assigned to this product. You should also input mark ups if the attribute item has any. All attribute items default to By Item (attribute mark-up is multiplied by the quantity and added to product total) mark-ups. If it should be by Part No (attribute mark-up is only added once), make the updates on the specific attribute this applies to. sample
    1. Note: If you have attribute specific images for an attribute, refer to step 9 above on how to add those to the product.
  13. Click on the Properties tab and fill out corresponding properties if needed. sample
  14. Last, you will need to enter inventory for the product. Click on the Inventory tab and fill out the inventory for the item. sample
 
  1. Go to Commerce Manager. sample
  2. Click on Categories and Products sample
  3. Go to the Edit Product screen of the item you want to copy by using the search field or by expanding the categories on the left hand side of the screen. sample
  4. On the General Info > Core Data tab of the product you want to copy, scroll down to the bottom of the screen and press the Copy Product button. This will take you to the Copy Product screen. sample
  5. Select the Product Type, Enter the Product Name and Part #. sample
  6. Below the Select Elements to Copy: section, press the “Check All” button to copy all the settings from the original product. If there are sections that you do not want to copy, uncheck them.
  7. Once done, press the “Copy This Product" button. sample
  8. On the next screen, click on the Edit This Product button to continue to the editing screen. If you want to create a copy of the product you just copies, click on the Copy This Product button.

  The General Info > Group Config tab allows you to specify which public groups can view a product. If no public groups are configured for a product, it will not be visible on the website..
  1. Go to Commerce Manager sample
  2. Click on Categories and Products sample
  3. Go to the Edit Product screen of the item you want to work with by using the search field or by expanding the categories on the left hand side of the screen. sample
  4. Under the Edit Products screen, go to the General Info > Group Config tab. sample
  5. If a group has not been configured, you will see a No under the Configured column for that group. This means that the product is not available for user assigned to that group.
  6. To add/modify the configuration, click on the pencil icon next the public group name
  7. On the group configuration screen, choose the options you would like for the group then press the Save button. sample
  8. Repeat Steps 4-6 for any other groups that you need to configure. sample
  9. If you want to remove the product from displaying for a specific group, you can delete the Group Config settings by going into the group and clicking the delete button at the bottom of the setting screen. sample

  The Media > Product Images tab allows you specify cart, thumbnail, main, large and alt product images. If you have alt views, you will need to select each image individually by clicking  “Browse…” button under each image definition sample
  • The Cart image is what displays in the shopping cart
  • The Thumb image displays on the category page
  • The Main image displays on the product page
  • The Large Image displays on the product page when the Main Image is clicked
Steps for assigning product images:
  1. Under the Edit Products screen, go to Media > Main Images tab. sample
  2. Press on the “Browse…” button under the image definition. sample
  3. Browse for your image on the Media Object pop up window by either selecting an image on there or uploading one from your computer.
  4. Once done, scroll down to the bottom of the page, then press the Save button.

Please Note: When you are updating product images, you may occasionally see the image you are replacing after you click the Save Product Images button. This is because your browser has cached those images. If you click on a different product editing tab and return to the Media tab, the updated images will be reflected.


 
  1. Go to Commerce Manager sample
  2. Click on Categories and Products sample
  3. Go to the Edit Product screen by using the search field or by expanding the categories on the left hand side of the screen by clicking the plus icon located to the left of the category name. sample
  4. In Edit Products Screen, go to the Attributes tab.
  5. Click on the “Add Attributes” button. This will open a pop up window. From the list that comes up select all the corresponding attributes that should be assigned to this product. You should also input mark ups if the attribute item has any. All attribute items default to By Item (attribute mark-up is multiplied by the quantity and added to product total) sample
    1. Mark-ups. If it should be by Part No (attribute mark-up is only added once), make the updates on the specific attribute this applies to.
    2. If you do not see the Attribute you are trying to add listed, you have to first create it by going to Commerce Manager > Manage Attributes
  6. Once done, press the “Add to Product” button at the bottom of the screen.
  7. If you have attribute specific images for an attribute, click on the Media > Attribute Images tab and upload images for each of the attributes by clicking the Same for All button. sample
  8. If the attribute is to track inventory, you will need to go the Inventory tab and enter SKUs for each of the attribute combinations for the product. sample
  1. Go to Commerce Manager sample
  2. Click on Categories and Products sample
  3. Go to the Edit Product screen by using the search field or by expanding the categories on the left hand side of the screen by clicking the plus icon located to the left of the category name. sample
  4. In Edit Products Screen, go to the Attributes tab.
  5. You will see a list of all of the attributes that are currently connected to the product.  Click directly on the attribute name to expand the list of modifiers sample
  6. From the list provided, select modifiers that you want attached to the product have a checkmark in the checkbox next to it.  If there are modifiers that are to not be attached to the item anymore, remove the checkbox next to the modifier.
    1. If you do not see the modifier you are trying to connect listed, you have to add it to the attribute by going to Commerce Manager > Manage Attributes and adding it to the desired attribute.
  7. Once done, click the “Save” button to save your changes.
  1. Go to Commerce Manager sample
  2. Click on Categories and Products. sample
  3. Go to the Edit Product screen by using the search field or by expanding the categories on the left hand side of the screen by clicking the plus icon located to the left of the category name. sample
  4. Under the Edit Products screen, go to the Inventory tab sample
  5. The following information must be filled out per product or attribute combination
    • Track Inventory – checkbox must be checked
    • SKU – The product SKU you will be updating stock for.
    • Quantity On Hand – the number of items in stock for this SKU
    • Allow Backorder – checkbox must be checked
  6. When done, click the Save Inventory button at the bottom of the screen. sample
  1. Go to Commerce Manager sample
  2. Click on Categories and Products sample
  3. On the left hand side, click “Global Product Sort Order”. sample
  4. On the right hand side, you will see a listing of all of the products currently on the site.  To find a specific product, enter the product name or part no in the search field and click the “find next” button. sample
  5. If the product is found, it will be selected within the list.  To move this product with in the sort listing, use the arrows on the right or drag and drop using your mouse. You can click the headings if you want to sort by PartNo or by Name. sample
  6. Repeat steps 4 - 6 until you have finished sorting all of your products
  7. Once your products are in the correct order, click the “Save Sort Order” button at the bottom of the screen.
 

Manage Categories

Commerce Manager > Products and Categories
To view your categories, you must first expand the categories menu. To expand the menu, click on the plus [+] next to the shop name on left side of the screen. Click on the plus [+] next to any category name to expand and view existing sub-categories. Click on a category name to view the category details.
sample
The category details on the right provide buttons for creating a sub-category, renaming, or deleting selected category. You can also specify search engine optimization (SEO Configuration), associate products, sort sub-categories, and specify a category image (Set Image Definitions).
 
  1. Go to Commerce Manager sample
  2. Go to Manage Shops sample
  3. Click the pencil icon next to the shop name sample
  4. Click on the categories tab sample
  5. Enter in a Category Name for the new category. sample
  6. In the Public Groups section select the Public Groups that should be allowed to view this category.
  7. If the category should be active, make sure that the Active checkbox is checked.
  8. Click the "Add Category" button to save your changes.
The group config tab allows you to specify which public groups can view a product. If no public groups are configured for a product, it will not be visible on the website.
  1. Go to Commerce Manager. sample
  2. Go to Products and Categories sample
  3. To view your categories, you must first expand the categories menu. To expand the menu, click on the plus [+] next to the shop name on left side of the screen. Click on the plus [+] next to any category name to expand and view existing sub-categories. Click on a category name to view the category details. sample
  4. On the right hand side, click on the "New Subcategory" button. sample
  5. A prompt window will now appear. Enter the name of your new category and click Ok.
  1. Go to Commerce Manager sample
  2. Go to Categories and Products. sample
  3. Expand the categories using the left side of the screen to edit the category you'd like. sample
  4. Once you click on the category name, the Details for Category screen will show on the right. Click on Assign Products Button. 
  5. In the left column (Products Available for this category), choose the products you'd like to add by using the search filter.  sample
  6. Once you have found the products you would like to associate to this category, click on the right arrow button located between the Available Products and Assigned Products tables. This will populate the products to the right column (Products in this category). sample
  7.  Once done, click on the Save Products button.
 

Import/Export Product Data

This section of the admin allows you to import items into your site. To import items to your site do the following:

  1. Run an Export so that you have a fresh file of the data from your site. If you are making edits on your site use this file to make the edits. If you are adding brand new data, you can use this file as a template.
  2. Once you have your file ready go to Commerce Manager > Import Product Data
  3. Select your file using the instructions on screen. Make sure this file is an XML Spreadsheet 2003 the import will not work if it is not.
  4. If you have product images, use the product images button to upload them.
  5. Enter the email address the confirmation email should go to.
  6. Check the box next to the statement "I have removed all unnecessary worksheets from the XML file prior to upload."
  7. Click Import

Remember these guidelines:

  • Click here to view printable instructions on how to format and populate the product import XML file. All worksheet names, column headers, and values are case-sensitive.
  • The product import is based on PartNo, with the exception of the Inventory and Stock worksheets, which are based on both PartNo and SKU.
  • Once you click the Import button, a backup of your website's current product data is generated. If you find that your import causes a problem, you can import the backup file, which can be downloaded from the Export Product Data > Previous Exports screen.
  • If space is needed, you can make your way to the \Commerce\AdminImport\ subdirectories within Site Manager > File Manager to delete files that are no longer required.

This section of the admin allows you to export all of the current data for all of your items on the site. To export the data to your computer do the following:

  1. Go to Commerce Manager > Export Product Data
  2. Once there you will see the below screen. You can either download the file for a previous export or just click the Export button to export the current data on your site.
    1. Display Previous Exports: This section will give you a list of exports you have done in the past 30 days and let you download them.
    2. Export Product Data: This will get a file ready for you from the data currently on the site. Note: Depending on the amount of data depends on the amount of time it takes for the export to complete. Please give it a few minutes for it to finish.
  3. Once done follow instructions on the screen to save to computer.
  4. It is advised that you do an export prior to an import and make your edits on that file and use that as your import file to minimize possible errors.