This screen displays a single Product. This Product can be defined as merchandise, downloads, donations, fees, recurring fees, account payments, or memberships and renewals.
New Product Information |
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| Product ID / SKU: | This is the Product Name/Code that is displayed on all Commerce Page and saved ion the Order database to uniquely identify this Product in an Order. |
| Unit Price ($): | This is the U.S. Dollar price of a single quantity of this Product. |
Product Options |
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| Recurring Payment: | Select this box if you would like this Product to be
displayed and processed using the built-in recurring payment features. NOTE: If a payment gateway is enabled in the Site Settings, the system will set up a Billing Profile in the payment gateway's system to charge the credit/debit card provided with the Order automatically at the beginning of each Payment Period for the specified Number of Payments. (Some payment gateways require an extra fee to handle these forms of transactions. Check with your payment gateway provider for more information). NOTE: Currently, this feature is not available for PayPal payments. |
| Allow customer to set schedule: | Check this box if you are collecting recurring
donations, and you want your Customers to be able to setup their own
recurring payment amount, start date, payment period, and the number or
payments. These options will be displayed automatically on the Commerce
Pages. TIP: The Start (days), Number of Payments, and Payment Period for this Product (below) are used as the default schedule presented to your Customers when this Pselecting this Product. |
| Start (days): | Enter the number of days from the Order Date that you wish the
recurring
payment cycle to begin. "0" will start the payment cycle immediately, and the first payment will be captured at the point of purchase, and each payment period after that until all payments have been collected. A "1", for example, will capture the first payment the day after the Order is placed, and each payment period after that until all payments have been collected. If "Allow customer to set schedule" is enabled, then the Start (days) is used to calculate and display the default Start Date presented to the Customer. So a value of "0" would display today's date, and a value of "1" would display tomorrow's date. IMPORTANT: A value must be placed in this field if you are using a payment gateway. |
| Number of Payments: | The number of recurring payments to be captured. Leave this field empty (blank) for not limit. If you are using a payment gateway, they will continue to bill the credit/debit card on file until you cancel it through their own management control panel manually. IMPORTANT: A value must be placed in this field if you are using a payment gateway. |
| Payment Period: | This periodicity of this recurring payment. Valid
values are:
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| Taxable: | Select this check box is tax should be calculated for this Product. |
| Shippable: | Select this check box if this Product must be shipped. Any shipping charges will be calculated for the quantity of Product (and each recipient) during the checkout process. |
| Primary Weight Points: | If this Product is shippable, Points provides a flexible way to adjust the
shipping
surcharge applied to this Product (based on weight, size, etc). Points are simply numeric
values that are multiplied by the quantity of this Product in the Cart by the Shipping Method selected. TIP: You can use dollar amounts as Points too. |
| Secondary Weight Points: | If this Product is shippable, Points provides a flexible way to adjust the
shipping
surcharge applied to this Product (based on weight, size, etc). Points are simply numeric
values that are multiplied by the quantity of this Product in the Cart by the Shipping Method selected. TIP: Secondary Weight Points allow you to fine tune Primary Weight Points or replace them altogether for certain Shipping Methods. |
| Preparation Time: | Specify the number of calendar days required to get this Product ready to ship. This is calculated from the
Order date and is used in the Arrival Date calculations. TIP: This lead time is necessary for transit calculations if you are using the Arrival Date feature to guarantee delivery of this Product by a certain date. This value is ignored if Shipping Cut-offs are configured for an Arrival Date. Shipping Cut-offs override Preparation Time for Products, transit values for Shipping Methods, and Transit Adjustment Days for Countries. |
| Free Shipping: | If the Product is shippable, but you would like
shipping surcharges to be waived for this Product, check this box. NOTE: Any free Products that are shipped, must be sent to a recipient that is also receiving a Product that is not free on the same Order. This ensures that the Customer is not charged shipping for a Product that you are giving away. |
| Extra Shipping Cost: | This amount will be multiplied by the quantity and
added to the
total shipping cost. TIP: This feature is generally used for Products that might require extra preparation time and/or expense. |
| Allowed Zones: | If shippable, these are the States/Provinces and
Countries that the Product can be shipped too. NOTE: This zone is cross-matched with the available Shipping Zones and any matching Shipping Methods are displayed for the Customer to pick from on a Shipping Method Page. If no zones match, then a message will appear and the Customer will be asked to change the shipping address or remove the Product from their Cart. |
| Disallowed Zones: | If shippable, these are the States/Provinces and Countries that the Product cannot be shipped too. |
| Commissionable: | Check this box if this Product qualifies for a commission payout to the Affiliate associated with the Customer referral. |
| Commission Rate Limit: | This is the maximum commission rate (%) for this Product. Leave this blank if you do not want a specific limit placed on this Product (and the commission rate of the Affiliate associated with the Customer referral will be used instead). |
Catalog, Order Form & Cart Page Display Options |
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| Short Description: | This is the text Product description that is displayed on the Order Form Page (when the "Drop-down Selection" is chosen for the Page's Product Layout). |
| Full Description: | This is the HTML Product description that is displayed
on the Order
Form Page (when "List" is chosen for the Page's Product Layout). This field is also displayed on all other the Commerce Pages during the checkout process. |
| Details: | This is additional information about the product that
will appear at the bottom of the Catalog Detail pages (below the Add to
Cart button). TIP: Use this field to list related products, additional product information, specifications, FAQs, etc., that you do not want to be displayed on other Commerce Pages during the checkout process. |
| Search Keywords: |
Enter an optional list of keywords (e.g. tags) for this Product that will be used to promote this Product in both the Site Search and Catalog Page Search results. Search Keywords are displayed as hyperlinks on the Catalog and Catalog Detail pages whenever this Product is displayed. When clicked by a Visitor, these hyperlinks will search within the scope of the Catalog page (defined by it's Parent Product Group) and will display any other Product Groups and Products that contain data that matches the Search Keyword. NOTE: The keywords in this field will be added to the Tag Cloud if this Product is included in any Product Groups that are being searched by a Search Results page. TIP: Even if there is no Site Search or Catalog Search enabled on your site, Visitors will still be able to click on any Search Keyword hyperlinks. This may be useful if you want to control what keyword searches they can perform. |
| Image: | This is the image that is used to create navigation on Catalog Pages. |
| Selection Type: | Checkbox: This displays a "check box" next to the Product on the Order Form Page (that uses the "List" Product Layout). TIP: This selection type is useful when an initial quantity of this Product is not necessary, or the Product quantity desired is typically "1". For example, an optional add-on Product. Quantity: This displays a field to enter a "quantity" on the Order Form Page. TIP: This selection type is typically used with the "Drop-down Selection" Page Layout, where the Customer might need to add a specific quantity of the Product to their Cart when shopping. Donation: This displays a blank field on the Order Form Page where the Customer can enter a dollar amount. TIP: This selection type is used with the "List" Page Layout, and is useful for collecting donations and online giving, where Product quantity is always "1". Auto-Select: This selection type is used for Order Form Pages with "List" Product Layout when you don't want the Customer to have to check a check box or enter a quantity. The Product will automatically be added to the Order when the Customer clicks the submit button on the Order Form Page. Also, for this selection type, the Product will only be added to the Order if the Product does not already exist in the Order or the selected recipient (if Product is shippable). In other words, additional quantity will not be added if the Customer submits the Order Form multiple times. |
| Default Quantity: | Sets the initial quantity of this Product when it is
added to the Cart. TIP: If Selection Type (above) is set the "Quantity", this field should be set to "0". If Selection Type is set to "Checkbox", "Donation", or "Auto-Select", this field should be set to "1". |
Search Engine Optimization |
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| Catalog Name: |
This is the name that the system will use to link to this Product. The Catalog Name will appear in the address bar of the browser when a Visitor is viewing this Product. If you leave the Catalog Name blank, then the Short Description or Product ID (if Short Description is blank) will be used. A Catalog Name may not be used by another Product Group or Product. If the Catalog Name that you entered is already in use then the system will automatically add a unique number to the end of the Catalog Name. TIP: Search engines use the content that appears in addresses for ranking search results, so it is important to set a good Catalog Name. |
| Web Browser Title: | This is what is displayed at the top of the Visitor's browser window when they access a Catalog Detail Page. |
| Web Browser Description: | This is for the description of a Product that search engines will use for ranking search results. This description often appears in search results at a search engine website. |
| Web Browser Keywords: | This is for keywords that search engines will use for ranking search results. The search engines will attempt to match these keywords with their visitor's searches. Separate each keyword with a comma. |
Order Checkout Options |
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| Requires Product: | If this Product requires another Product to be added to the same Order before the Order can be placed, select the Product ID. NOTE: If the Customer adds this Product to their Cart and proceeds to checkout, and the Required Product is not also present in the Cart, then the Required Product will be added to the Cart automatically and a message will be displayed informing the Customer about the Required Product. TIP: Useful if you cannot bundle two Product together into a single Product. |
| Enable Product Form: | Check this box if you want to require a custom Product Form
to be submitted when this Product is ordered. You can specify whether
you want one Product Form collected for this Product, or if you want a
Product Form collected for each quantity of the Product ordered. Product Forms work just like Custom Forms, only their data is
stored with the Order itself. Product Form data is viewed and
exported with the Order data. NOTE: To create and edit your Product Form, enable it first, then save the Product. Re-edit the Product and you will see a "Edit Product Form" button at the top of this screen that will provide access to the form fields. TIP: This feature is ideal for fee-based event/course registrations where you need to gather contact information on each attendee. |
| Form Title for Display | This is the Title of the Product Form that is displayed on top of the Product Form fields on the Order Form Page, Shopping Cart Page, and Express Checkout Page. |
| Label Column Width: | Specify the numerical width of the label column (in
percentage) for the display of the Product Form. NOTE: The default (blank value) sets the width to "auto" which works well in most cases. |
| Quantity Type: | Specify the number of Product Forms that must be completed
before an Order containing this Product is allowed to be placed by the
Customer. One form per quantity: For example, if the Product quantity for the entire Order is 10, then 10 copies of the Product Form are displayed and required. One form per product: For example, if the Product quantity for the entire Order is 10, then only 1 copy of the Product Form is displayed and required. |
Order Complete Options |
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| Order Receipt Page Message: | Specify any optional HTML message that will appear on the Order Receipt
Page when this Product is ordered. TIP: This is a great feature to add work-flow to your post-order process. You could display a link to a survey (using a Custom Form Page) after they successfully order this Product. Or, if access to a Folder or Membership is granted by this Product, you could include a welcome message and a link to a Page in that Folder so they can get started. |
| Order Receipt BCC E-mail Address: |
If you would like to e-mail a Blind Carbon Copy (BCC) of the order receipt to a specific person whenever a specific Product is ordered, then specify it here. NOTE: The Commerce E-mail Address in the Site Settings will automatically be BCC'd for all order receipts. |
| E-mail Additional Page to Customer: | Specify an optional Page to e-mail the Customer when this
Product is successfully ordered. (The Page's Title field is used as the
e-mail message's Subject). TIP: This features makes it easy to send instructions, a welcome message, or other information to the Customer after they have ordered this Product successfully. NOTE: Remember, the Order Receipt Page is always automatically e-mailed to the Customer, you don't need to specify it here. |
| BCC E-mail Address: | If you want to e-mail a Blind Carbon Copy (BCC) of the additional page that was selected above to another e-mail address when this Product is ordered, specify it here. |
| Add to Contact Group: | If you want to add this Customer's Contact to a Contact Group when this Product is ordered, specify the Contact Group. TIP: You can use this feature to organize all of your Customer's in one Contact Group that have ordered this Product. Then use that Contact Group in an e-mail Campaign. |
| Add Days to Customer's Membership: | If you want to grant "view" access to the contents of all
Membership Folders to the Customer when they order this Product, or
extend any existing Member's Expiration Date, enter the number of days. New Members: If the Customer's Contact does not already have a Member ID, then the Order Number will be used as the Member's ID, and the Contact's Expiration Date will be set to the order date plus the number of days specified here. Existing Members: If the Customer's Contact already has a Member ID, then it will remain unchanged, and the Contact's Expiration Date will be set to the order date plus the number of days specified here, regardless of previous value in the Expiration Date. NOTE: Either way, the Customer will now have instant access to the Pages and Files in any Membership Folder. TIP: This is useful for creating paid subscriptions, where you want to automatically granting access to private areas of the website for some period of time. If you want to grant a long-term membership access, then please use a large value (e.g. 9999). NOTE: You can revoke this access anytime by updating the Expiration Date in the Customer's Contact to a past date. Likewise, you can extend the Member's expiration at anytime by changing the expiration date to a future date. |
| Grant Private Access to Customer: | If you want to grant "view" access to the contents of a Private Folder to the
Customer when they order this Product, check this box. NOTE: There is no expiration date associated with this private access. It must be revoked manually from Customer's User account. |
| Set "View" Access to Folder: | Specify the Private Folder where all the restricted Pages and Files reside that you want the Customer to be able to view. |
| Set Customer's Start Page to: | You can also specify/update the Customer's "Start Page"
when this Product is ordered, sending the Customer to a specific Page
each time they login to the website. TIP: You might use this to send your Members to a restricted Members Home Page each time return to your website and login. NOTE: You can update the Customers Start Page at any time, by updating their User account. |
Product Notes for Order Exporting |
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| Notes: | Enter any additional comments that you would like to store with each Order that contains this Product. TIP: Use this field to add information to Order that might be valuable to your fulfillment process of this Product. NOTE: These Notes are not visible on any website Pages. Notes can be viewed through the Control Panel, and are exported with the Orders. |