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Add a Product Manually

Akhil S
  • Updated

This article goes through the basics of adding a product to your store. For additional articles and videos on product features, click here.

Article Sections

Create the Product

  1. Access the Products & Categories page.
  2. Click into the Products section.
  3. Click the New Product button.

Required Fields (those with an asterisk) 

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  1. Product Name - This is how the product name will appear on the store front.
  2. SKU - This is the SKU of the product.
  3. Base Price($) - This is the price that will be charged for this product.

Optional Fields

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Optional Fields - These optional fields can be added later.

  • Active Product - Allows the product to appear on the store front.
  • Featured Product - Product is displayed on the home page.
  • Tax Exempt - When checked, this product is not taken into account when calculating taxes, if store is set up to use custom or zip code sales tax. 
  • Shipping Exempt - Product is not taken into account when calculating shipping costs. Please note, this also includes not calculating taxes on shipping for an item IF the item itself is shipping exempt.
  • Require Logo Selection - If you use logo management in your store, you can check this box to require a shopper to select a logo.
  • New Product - You can check this box to indicate the item is a new item and a banner will be added to it on the storefront. The banner design is controlled by your Store Design settings under Content > Product Thumbnails > New Product.
    • Unmark as New - With the above checked, you can also set a date for when the New Product banner should be removed. If you don't see the banner, please submit an art request form to have your template updated.
  • Retail Price - The suggested retail price of the item.
  • Cost - The price you paid for the item.
  • Setup Charge - The set-up fee for this product. Will only be charged once, no matter the quantity.
  • Minimum Order Quantity - The minimum number of products a user must select. This does not prevent them from coming back and ordering more than 1 minimum.
  • Maximum Order Quantity - The maximum number of products a user can select. This does not prevent them from placing another order for the same maximum.
  • SKU Separator - The symbol that is entered between the main and sub-skus for reporting purposes.
  • Product Description (tab at top)- Use the text field in this tab to displayed information about the product on the store front.
  • Categories & Vendors (tab at top)- Use field tab to assign a category or categories this product will appear in on the store front. The category that is highlighted with a red star is the “primary category” for the item. Also use this tab to add the vendor that supplies this product.
  • Shipping (tab at top) - Enter the product dimensions, as shipping, used for Custom Shipping based on weight and Integrated Shipping methods. Click here for more information on how real-time rates are calculated. 
  • Note - This tab allows you to add a note which is stored at the item level and included within the order, on the custom report, and on order data sent to ShipStation (when generating a Pick List in their system).
  • Product SEO (tab at top)- If you're using SEO on your store for Pages, you can use similar settings to configure this for products. SEO controls how search engines rank results in their lists of results returned for specific searches.

** Please note:  Once you save the changes on the first tab, additional tabs for images, product options, and more will appear.

Additional Options

 Once you save the changes on the first tab, additional tabs will appear. See details below for each section. 

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  • Images - This section allows for the addition of images to the products. Click here for more information on images. 
  • Product Options - Use this section to add product options, such as size and color.  Click here for more information on this feature. 
  • Product Personalization - Use this feature to configure fields that the shopper can use to add personalized text to a product. Click here for more information on this feature. 
  • Personalization Quick Fill - This feature allows the user to select from pre-set personalization to complete the personalization fields. Click here for more information on this feature. 
  • Related Products - When enabled, related products display suggested products to the shopper based on this product. Click here for more information on this feature.
  • Quantity Discounts - Quantity Discounts allow for the addition of price breaks based on quantities selected. Click here for more information on quantity discounts. 
  • Inventory - Use this section to enable and add/modify inventory and product-specific settings for this product. Click here for more information on adding inventory units to the product.
  • Logo Locations - Logo locations allow the user to select the location of the logo on their product. Click here for more information on Logo Locations. 
  • Virtual Logo or Virtual Sample - The virtual logo setup allow for hot-spotting of logos, meaning a shopper can see the logo they select, virtually on the product. Click here for more information on Virtual Logos. This section will be Virtual Samples if this feature is enabled. Click here for more information on Virtual Samples.

Images

For images, we support jpg/jpeg or png file formats). If you need to use an editor to modify these images, please see this tutorial.

  1. Click into the Images section.
  2. Click the Upload Images button.
  3. Drag and Drop or click to select the image file from your computer.
  4. Click the Save button to save this image.
  5. Click the Save button to update the product.

Related Products

Related  Products appear at the bottom of the products page and provide a way of suggesting items to the shopper.

  1. Click into the Related Product page.
  2. Toggle Enable Related Products on.
  3. Auto related products - Check this option to have the system suggest the items to be displayed.
  4. Custom related products - Check this option to manually choose the products that will be displayed. 
  5. Search/Add Products - This drop down is used to select products to be displayed when Custom Related Products (#4) is checked.
  6. Click Save to submit changes.

Quantity Discounts

Quantity Discounts allow for the addition of price breaks based on quantities selected. 

  1. Access the Quantity Discounts section.
  2. Enable the Quantity Discounts feature.

  1. Click the pencil (edit) icon for the quantity discount.
  2. Click into the Quantity Discounts section.
  3. Click to Add Quantity Discounts.
  4. Quantity - Enter the number of units for the first price break. Click directly on the field to open an editable box and click outside the field to save it.
  5. Base Price or Percentage Discount (depending on initial setup) - Enter the Base Price or the Percentage Discount when the quantity entered into the Quantity field is reached. In this example, when a shopper selects 12 units, their price drops to $10 per unit. 
    • * repeat steps 3, 4 and 5 to enter all price breaks.
  6. Save Changes - Click to submit changes to this quantity discount.
  7. Save - Click to submit changes to this product.

Product Listing

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When you access your listing or products, you'll see different options to help manage, and search through your product listing for your company store.

  1. Filters: These settings allow you to filter your product list by certain values. You can filter by different product status (active, inactive, featured product, new product, or items missing shipping weight and dimensions), date created, last updated, filter by category, and filter by vendor. After making filter selections, click Run Search. To make your filtering defaulted whenever you view the product list, click Make Default after selecting your filters. Finally, you can click Reset to reset any filtering currently applied.
  2. Export Products: This will allow you to export a spreadsheet of products. You'll see a banner appearing indicating the export is being prepared, then a second banner appears that you can click to download the spreadsheet. Please note, exporting the list of products is ONLY to review the information in a spreadsheet. It doesn't allow for you to make updates to the product data to then upload and mass update items.
  3. Upload New Products: This functionality is used IF you're uploading new products via spreadsheet. More information on this process can be found here.
  4. New Gift Certificate Product: This functionality is used IF you're creating a brand new gift certificate product for shoppers to purchase. More information on this process can be found here.
  5. New Product: This is what you would use to manually create a new product.
  6. Active Toggle: This allows you to control whether or not an item is active on the storefront.
  7. View Icon: Clicking this will allow you to view the item on the storefront. Please note, if you store uses permissions, you may need to login FIRST to the storefront before clicking this icon.
  8. Edit Icon: Clicking this allows you to view the item's settings and make changes to it.
  9. Duplicate Icon: Clicking this will copy 1 version of that item to your store. Please note, inventory and virtual logo settings will NOT be duplicated as part of this process.
  10. Delete Icon: Clicking this will delete the item you're selecting this on. You'll see a confirmation/pop-up modal window after clicking the icon and you need to click "delete" to confirm that.
  11. Mass Delete: To mass delete items, check the boxes to the far left of an item (before the image thumbnail) and when you do this for multiple items, you can click "delete products" at the top-right, AND then check the box that you "I understand I am deleting multiple products and this cannot be undone." and click "delete" in the confirmation/pop-up modal window.

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