Products

PRODUCTS

  • Add a Product (Basic)
    1. Click products on the left
    2. Click the + on the bottom left
    3. Select the product type (standard is default)
    4. Click next
    5. Add the name and SKU
    6. Click done
  • Adding an Image to the Product
    1. Click products on the left
    2. Double click your product
    3. Click one time in the image box
    4. Click the 3 dots to the right (ellipsis)
    5. Double click your file
  • Show the Sale Price
    1. Click products on the left
    2. Make sure all you products are showing (if not click "show these products anyway in the center")
    3. Click the $ to the far right of the product
  • Adding a Category
    1. Click products on the left
    2. Click all categories
    3. Click on it one time (it will highlight in blue)
    4. Click the + on th bottom left
    5. Name the category
    6. Click done
  • Adding a Subcategory
    1. Click products on the left
    2. Click the arrow next to all categories
    3. Find the category you want to have the subcategory too
    4. Click on it one time (it will highlight in blue)
    5. Click the + on th bottom left
    6. Name the category
    7. Click done
  • Exporting Products
    1. Click products on the left
    2. Click the gear on the bottom right
    3. Select export products
    4. Select file type from the dropdown (xml, tab delimited, excel)
    5. Click export - a link is sent to your email
    6. Click on the link in your email - you will be redirected to log in to your keychain
    7. Login to your keychain - this verifies the export
    8. Go back to email and click on link - you will be asked to save or download
    9. Open the file
    10. Add your product info to the correct areas (this depends on the export type)
    11. Save file
  • Importing Products Using Template
    1. Click products on the left
    2. Click the gear on the bottom right
    3. Select import products
    4. Click choose and find your file on you PC
    5. Double click your file
    6. Click Upload
    7. Options:
    8. Click Import

PRICE SETS

Basic Ordering Rule

  • Add a Basic Ordering Rule
    1. Click Price Sets on the left
    2. Click on Ordering Rules
    3. Click the + on the bottom left
    4. Select "Standard"
    5. Name your Ordering Rule (Ex. Standard Shipping Cost)
    6. First add a Condition by clicking the + on the bottom left
    7. Select "Add Condition"
    8. Select Destination from drop down- a basic ordering rule needs the destination as the condition
    9. Click Add
    10. Options - [Shipped][Within]
    11. Select what states you want to ship by clicking on it (if selected they will be in blue). To select more than one state, please follow the steps below:
    12. To select ALL States:

      1. Click on the first state (ex: Alambama)
      2. Hold down the Shift key and click the last state on the list

      To select specific states:

      1. Click on a state on you want to add
      2. Hold down the Ctrl key and click the other states you want in the list

Shipping Method

  • Add Shipping Methods
    1. Click price sets on the left
    2. Click shipping methods
    3. Click the + on the bottom left
    4. Select your shipping method from the drop down
    5. Click add
    6. Name your shipping method, if needed
    7. Select your shipper from the drop down (ex:UPS)

Payment Method

  • Add Payment Method
    1. Click price sets on the left
    2. Click the words payment methods
    3. Click the + on the bottom left
    4. Select your payment method from the drop down
    5. Click add
    6. Select your processor from the drop down
  • Delete a Payment Method
    1. Click price sets on the left
    2. Click the words payment methods
    3. Click on your payment method one time
    4. Click the gear on the bottom right
    5. Select delete
  • Attaching Processor to Payment Method
    1. Click price sets on the left
    2. Click payment methods
    3. Double click the payment method (ie: visa, mastercard)
    4. Click the arrow next to processor
    5. Select your cc processor

MORE

Add a Processor

  • Add a Processor
    1. Click more (under products) on the left
    2. Click processors
    3. Click the + on the bottom left
    4. Select your processor
    5. Enter the processor information

    ***Questions regarding what to enter within the processor chosen will come from the processor selected***

Adding a Shipper

  • Add a Shipper
    1. Click more (under products) on the left
    2. Click shippers
    3. Click the + on the bottom left
    4. Select UPS

    ***This option gives the ability to use the UPS calculator to calculate UPS charges***
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