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Products & services

Product types

Simple product is a physical item with a single SKU. Simple products have a variety of pricing and of input controls which makes it possible to sell variations of the product. Simple products can be used in association with grouped, bundle, and configurable products.

Configurable product appears to be a single product with lists of options for each variation. However, each option represents a separate, simple product with a distinct SKU, which makes it possible to track inventory for each variation.

eProduct are not tangible products, and are typically used for products such as memberships, warranties, and subscriptions. eProducts can be used in association with grouped and bundle products.

Bundle product lets customers “build their own” from an assortment of options. The bundle could be a gift basket, computer, or anything else that can be customized. Each item in the bundle is a separate, standalone product.

Creating products

Choosing a product type is one of the first things you must do to create a new product. After you understand the basics, the most efficient way to add a large number of products to the catalog is to import them from a CSV file.

Simple product

One of the keys to harnessing the power of product types is learning when to use a simple, standalone product. A simple product can be sold individually or as part of a grouped, configurable, or bundle product.

The following instructions demonstrate the process of creating a simple product using the required fields, and basic settings. Each required field is marked with a red asterisk(*). When you finish the basics, you can complete the advanced and other settings, as needed.

Creating a simple product

Step 1. On the Admin sidebar, go to Products and services > Products

Step 2. On the Add new menu at the upper-right, choose Simple product

Choosing the product type

General

Attribute set - Attribute set that binds to the product. If assigned to a product, it receives additional fields defined by the client.

SKU - SKU represents an individual item. An SKU is any product that can be differentiated from another product of the same company.

Name - Product name.

Basic price - The price of the product does not include tax.

Tax class - The predefined tax rate that applies to the product.

Retail price - Product price including tax.

Unit - A unit measure is used to measure the quantity of a product. The user selects from a predefined set of unit measures.

Featured - Indicates whether the product is featured or not.

State - Indicates whether the product is enabled or not.

Available - It indicates whether the product is available in quantity or not, i.e. whether there is a quantity of the product that can be sold.

Has weight - Indicates whether the product has weight or not.

Available for purchase - Indicates whether the product can be purchased or not.

Advanced info

EAN - EAN-13, EAN-8, UPC-A, and UPC-E are used to represent GTINs (Global Trade Item Numbers), which are used for labeling products intended for sale to end consumers in retail and are meant to be read at the point of sale.

Barcode - A barcode is a meaningful sequence of dark bars and light spaces that enable electronic devices to read the logical business information contained within them about a product.

QR code - A QR code is a type of matrix barcode used for storing and reading data.

Tariff No - Unique international mark for the classification of goods, raw materials, and products in customs traffic.

Breakage - Loss of weight or volume of goods during transportation or storage is referred to as shrinkage.

Additional info

Brand - Selecting a previously created product brand. Brands are entered by clicking on "manage".

Stage - Arbitrary product label. Labels are entered by clicking on "manage".

Related products - Selection of products associated with the product being created/edited.

Cross-sell - Selection of products and services that can be offered to the customer as related or complementary products/services. It is used mainly for sales and promotional purposes.

Upsell - Selection of products that can be offered to the customer as a better version of the product being created/edited.

Manufacturer - Product manufacturer. Manufacturers are entered by clicking on "manage".

Vendors - Selection of suppliers of products previously created in the Contacts module.

Tags - A tag is an arbitrary product label used for different purposes than the "Tag" field. Tags are entered by clicking on "manage".

Images

Upload image - Uploading a file that is associated with the product, for example a photo of the product.

Description

Short description - Short description of the product. It's limited to 50 characters.

Long description - Long product description. It's limited to 65 000 characters.

Customizable options

Add option - Custom options let customers choose the product variations they want.

Configurable product

A configurable product looks like a single product with drop-down lists of options for each variation. Before you begin, prepare an attribute set that includes an attribute that is set to one of the allowable input types for each product variation. For example, the attribute set might include drop-down attributes for color and size.

Choose the product type

Step 1. On the Admin sidebar, go to Products and services > Products

Step 2. On the Add new menu in the upper-right, choose Configurable product size

Choose the attribute set

The attribute set determines the selection of fields that are used in the product. The attribute set that is used in the following example has attributes for color and size. The name of the attribute set is indicated at the top of the page.

After selecting the attribute set, an additional section for creating a configuration will appear.

Step 1. Click on Create Configuration, after that all attributes included in the selected attribute set are displayed.

Step 2. Select the checkbox of each attribute that you want to include as a configuration and click Next to select options for each attribute.

Step 3. For each attribute, select the checkbox of the values that apply to the product and click Next.

Step 4. You can use bulk images and pricing to customize images and prices for your new products. Enable the sliding button for the option you want to customize, then upload a new image and set a new price. Finally, click Next to proceed.

Step 5. You can see all the configurations of the product you created. Click Save to save the configuration.

Creating categories

In this module, you can create a separate category for products and services and for materials and external services.

Creating categories for products and services

To create categories for products and services follow the following steps:

Step 1. On the Admin sidebar, go to the Products and services module

Step 2. Click Categories

Create a category fields

Name - Category name.

State - It is necessary to mark the checkbox if the category is enabled.

Fill category with products at a discount - Mark the checkbox to automatically fill this category with products on sale.

Parent category - In case a parent category is selected, then the category that is created becomes a subcategory of the selected category.

Related categories - Selection of categories associated with the category being created/edited.

Image - Upload a category image.

Description - Short description of the category.

Step 3. After filling in all the fields, click on Save.

Creating categories for materials and external services

To create categories for materials and external services follow the following steps:

Step 1. On the Admin sidebar, go to the Products and services module

Step 2. Click Materials

Step 3. Click on the Add new button

Step 4. Select Categories

All fields are identical as when creating a category for products and services.

Adding materials and external services

Creating a new material or external service

General

Sub type - Refers to additional categorization or specification of materials or services.

SKU - SKU represents an individual item. An SKU is any product that can be differentiated from another product of the same company.

Name - Name of new material.

Basic price - The price of the material that does not include tax.

Tax class - The predefined tax rate that applies to the product.

Retail price - Price of material including tax.

Unit - The unit measure is used to measure the quantity of material. The user selects from a predefined set of unit measures.

Featured - Indicates whether the material is featured or not.

State - Indicates whether the material is enabled or not.

Has weight - Indicates whether the material has weight or not.

Advanced info

Barcode - A barcode is a meaningful series of dark lines and light spaces that enable electronic equipment to read the logical business information about the product contained in them.

QR code - QR code (short for Quick Response code) is a type of matrix barcode (or two-dimensional code) used to store and read data.

Images

Upload image - Uploading a file that is associated with the materials, for example, a photo of the material.

Description

Short description - Short description of the new material. It's limited to 50 characters.

Long description - Long material description. It's limited to 65 000 characters.

Customizable options

Add option - Custom options let customers choose the materials variations they want.

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