44 steps to complete.
- General Tab
- Data Tab
- Price and Discounts Tab
- Fast Start Tab
- Options Tab
- Images Tab
- Bill of Material Tab
The Inventory Items page is the first page you see in the Inventory Section of the Corporate Office. On this page you can setup up all the details and configurations for your products. Correctly configured products appear in the Web Office store and eCommerce Shop, as well as in the Corporate Shop within Corporate Office.
In Corporate Office, navigate to: Inventory > Inventory Items.
On the Inventory Items page, click the New Item button.
You are now on the Item Detail page. This page is divided under seven tabs; the first is the General tab.
On the Item Detail page, in the Product Name text field, type the name of the new product.
In the Description text editor, type the description of the product.
Edit the styles and insert images, videos, and links. See more information about the TinyMCE text editor.
In the Specifications text editor, type the product specifications.
Click the Save Changes button to save your progress.
The tabs can be navigated between without losing data; however, if you neglect to save changes before navigating to another page, your data will be lost up to the previous save.
Navigate to the Data tab.
The Data tab features a variety of fields. The only required settings are the SKU and Category.
The rest depends on the specifics of your product. You should add the data as you see fit, but for this guide, we’re going to highlight a few of the most important settings.
In the SKU text field, type a unique Stock Keeping Unit name or number.
In the Category dropdown, select the category where the new item will be listed.
Under Image, click the Select Image link.
The Select Image pop-up window opens.
In the Select Image pop-up window, select from the available images or upload a new one from your computer.
New images can be uploaded using the Upload button on the bottom left.
Click the Select Image button in the bottom right.
The Image section updates with your chosen image.
Click the Clear Image link to delete the selected image.
In the Tax Class dropdown, select the tax class that will be associated with the inventory item.
For example: Taxable: General retail items (Anything tangible not in another category).
In the Out Of Stock Status dropdown, select the status shown to your customers when your product is out of stock.
- In Stock
- 2-3 days (if the product will be available soon)
- Out of Stock
- Pre-order (if it is a future product)
In the Requires Shipping dropdown, select Yes if the item is a physical item that will ship,
If Yes is selected, Weight and length fields must be populated and defined if shipping price is based on either definition.
In the Dimensions fields, type the item’s Length, Width, and Height.
In the Length Class dropdown, select the unit of measurement for the Dimensions.
In the Weight text field, type the item’s weight.
In the Sort Order text field, type a sort order number.
This affects the order the item appears in the Corporate Shop. Items sort from smallest to largest, with 0 being the smallest number.
When viewing in eCommerce Admin or Web Office Admin, sort order is applied per category.
Click the Save Changes button, once info for the Data tab is complete.
Price and Discounts Tab
Navigate to the Price and Discounts tab.
The Price and Discounts tab is where you set a price for your item.
Click the Add Price Adjustment button on the right.
The Price and Discounts pop-up window opens.
In the Price and Discounts pop-up window, in the Display As dropdown, select Price.
Prices can be displayed as a price or a discount.
In the Price text field, type the price of the item.
The dropdown next to the Price text field allows to change the country currency type.
In the CV Amount text field, type the commissionable volume amount.
In the QV Amount text field, type the qualifying volume amount.
Note: The CV/QV Amounts, Bonus Paid, and Reward Points fields all deal with compensation plans.
In the Stores dropdown, select the stores for this price setting.
In the Price Group dropdown, select the customer types for whom the the price will be set.
In the Order Type dropdown, select whether the item is a standard one time purchase or will follow an autoShip subscription type.
Note: Standard order type should be added to every inventory item.
If you selected Autoship in the Stores dropdown in Step 26, then you should have BOTH Standard and AutoShip order types selected.
In the Regions dropdown, select the region(s) for the item.
Under Publish, you can set the time and date the price will appear.
This defaults to be published today at midnight and with no end.
Click the Set Price button in the bottom right when finished.
The adjustment will appear in the list.
Click the Split CV checkbox, if you would like to set the parameters for the volume distribution.
The CV Split Details form appears.
In the Percent field, enter the initial percentage split for the first period.
In the dropdown, select the period frequency (monthly, weekly, every 28 days, etc. depending on your compensation plan).
Then enter the amount of time in the field that the volume will split evenly after the initial purchase split.
To undo the split, uncheck the Split CV checkbox.
Follow Steps 32-34 for Split QV.
Click Save Changes when finished.
After saving a split volume setting, any orders for that item will have split volumes. You can view the split volumes in the Volume Distribution widget in the order’s detail page.
Fast Start Tab
Navigate to the Fast Start tab.
The Fast Start section can be used to set a bonus structure, depending on the compensation plan.
Navigate to the Options tab.
The Options section allow users to create dynamic items with sizes or flavors, such as a clothing item or a protein shake.
Navigate to the Images tab.
Click Add Image to upload or select an image.
The Select Image pop-up window opens.
Use the Images tab to select additional images to show up in the product detail page in the various stores.
Bill of Material Tab
Navigate to the Bill Of Material tab if a pack is being set up and individual items in inventory are identified as part of the pack.
Click the Save Changes button when finished.
The new item has been set up. If configured correctly, the item will appear in the various stores like the Corporate Shop within Corporate Office, The eCommerce Shop, and The Web Office Place an Order page.
To delete an item, select the checkbox next to the item in the Inventory Items list.
Once the item’s checkbox is selected, click the Trash button.
The Delete Items pop-up window opens requesting confirmation.
Click the Delete Items button to confirm.
The item is removed from the system.
You now know how to add a new inventory item.