Manage Products
Click the Add Product button to add a new product to your storefront. You will see the following screen:
The following information can be entered for each product:
- Partial SKU (Stock Keeping Unit, the standard term for a product ID). If this product has inventory items, this SKU will be placed in the inventory SKU field so that you can append or modify the SKU for each inventory item. In the storefront itself, products can be displayed in SKU order so you can also use this field to control sorting.
- Title – this field is required.
- Short Description is used on the index, search results and shopping cart pages. The fully formatted Description is also shown to Storefront users but is edited in a different place.
- Choose at least one Product Category from the list of categories configured by your organization. Storefront users can search through your inventory by category. Remember, when you created Product Categories you noted whether they were available to members only or everyone. When you add a product that is available to non-members, you must select at least one Product Category which is available to non-members.
- Weight can be specified in ounces, pounds, grams or kilograms. If you selected the Advanced Shipping Method in Storefront Options, this product weight will be used to calculate shipping costs.
- Status is one of the following values:
Status | Description |
---|---|
Being Defined | The product and its inventory items are still being built. It will not appear in the storefront. |
Test | Active in the storefront for admins only. Use this option to review the product in the storefront before making it available to be ordered. |
Active | Available to everyone to be ordered. |
Admins Only | Product is active but can only be selected by administrators or Storefront module coordinators. |
Inactive | Shown on the admin side of the module only. Cannot currently be ordered. |
Dropped | The product is not normally shown unless the “Dropped” box is checked. This is the equivalent to a “deleted” option, except that products cannot be deleted because there may be order history. |
- Has Variations controls whether the product varies by size, color and/or other factors. For example, a club golf shirt might be available in multiple sizes and colors, and in styles for women and men. If you check the main box you can then check options for size, color and other. If you select size or color, you will choose from the list of sizes and colors you configured using the Configure options back on the Product or Order manager screen.
- Check the Featured box if this is a “featured” product, to add a banner to the product information.
Here's an example of a Featured product page:
Pricing
You can set prices at the product level or at the inventory level.
- If the box is unchecked, the price you specify will apply to all inventory items within this product.
- If you check the box, the system allows you to enter a default price that will be used for each inventory item. (For example, perhaps all t-shirts cost the same except for the XL, which is $2 more expensive.)
You can also configure whether the product is available to non-members and the price for non-members (which is often different than the member price.)
If the Additional Information option is checked, this product has additional information that must be specified when ordered.
Example: Some items can be personalized with a name, initials, or a message. When this option is selected, more fields appear:
You can define whether the additional information is optional or required, the question that is asked of customers ordering this product, the fee to be charged (if any) for specifying additional information, and the maximum characters allowed in the response.
Tax Rate determines whether a defined tax rate should be applied to this charge. The default tax rate specified in Storefront Options will be shown but can be changed. You can select “No” or one of the active rates defined on the Control Panel – Money tab – Setup section – Sales Tax Rates screen.
Specify the financial account into which orders for this product should be aggregated. The default financial account specified in Storefront Options will be shown but can be changed.
QuickBooks: If QuickBooks®is enabled, specify the item name into which this product will be categorized when you export transactions.
Quantity
You can specify whether to enforce a maximum quantity and also whether to apply this limit to everyone or just to non-members.
Click Save to save your new product and return to the Products manager screen, or Cancel to return without saving.
Select this option to display a text editor allowing you to specify a full description of this product, including formatting, images, links and other elements. The long description will be visible on the individual product page. The short description of your product will automatically load into the editor and can be deleted.
Select this option to upload one or more photos of this product. You will see a screen similar to the following:
Click the Add Photo button to upload a photo from your local hard disk. You can also specify a title for this specific photo (for example, “Back View”.) Once you have added more than one photo, check the radio button in the Main Picture column to designate this as the main or starting picture. Click the standard Delete icon to remove a photo.
On the Storefront Manager – Products screen, in the grid of products, click the Inventory icon to see a list of inventory items for a physical product. If the product has variations, you will be taken to the Inventory Administration page.
If the product does not have variations, you will be taken directly to the Inventory Add/Edit screen.
Select the appropriate Search options and click the Search button to display matching inventory items for this product. Click the Add Inventory button to add an inventory item for a product. You will see the following screen:
If you specified product defaults, these will be pre-entered in the various fields. You will also see different fields based on the variations you specified at the product level: size, color, and/or other. The following options are available:
- Enter a unique SKU for this inventory item. It may begin with the product’s partial SKU or you can specify a completely different value.
- If this product has “size” properties, select a size from the master list of sizes.
- If this product has “color” properties, select a color from the master list of colors.
- If this product has “other” properties, enter a description in the field.
- If the weight of this product is different from the default, enter a value in ounces.
- Enter the quantity on hand. You can also adjust the quantity in carts although you will generally leave this field blank and allow it to be managed by the system.
- Specify the reorder point. When available inventory falls below this level, a red “Renew” will appear in the Inventory grid to indicate that this item should be reordered.
- Specify the Inventory item status from the following options:
Status | Description |
---|---|
Available | This inventory item will be displayed in the storefront and can be ordered. Note that the system will separately track whether an inventory item is in stock or whether it’s backordered, based on the quantity. |
Not Available | This inventory item is not currently available but you may want to show it in the storefront. It cannot be ordered. |
Inactive | The inventory item is not currently available and it should not be shown in the storefront. But admins will see it. |
Dropped | The inventory item is not normally shown unless the “Dropped” box is checked. This is the equivalent to a “deleted” option, except that items cannot be deleted because there may be order history. |
- Check the Allow Backorders box if users can order available inventory items that are not currently in stock.
The pricing panel will vary based on whether the product can be ordered by anyone or by members only. Specify the price(s) as indicated.
You also have the option of charging a “special” price for this inventory item.
Example: If you ordered too many XS sweatshirts or red hats, you can clear them out at a special price. Check the box and specify the price(s) as indicated.
Both the small and large catalogs feature a “Specials” page where products with special inventory items are listed. When you drill into such a product, the items being sold at a special price will be listed alongside items being sold at the regular price.
Click Save to save your changes and return to the Product Inventory screen, or Cancel to return without saving.
Click the Edit icon to modify the properties of a specific inventory item. Click Return to Previous Page to return to the Storefront Manager – Products page.
On the Storefront Manager – Products screen, in the grid of products, click the Document icon to see a list of inventory items for a digital product.
For more on how to add a digital product, go here.
In the ClubExpress storefront, you don’t need to define separate products for each size or color or variation of a basic product. Instead, the storefront allows you to group these variations under a single product, with each variation treated as an “inventory” item. Here are three examples:
- Your club or association offers a club t-shirt in different sizes but one basic design and color. This is one product with a “Size” variation only. On the inventory screens, you can specify the available sizes from a master list, with an inventory count and price for each size (the largest sizes are often more expensive.)
- Your club or association offers a club t-shirt in different sizes and colors. This is also one product with both “Size” and “Color” variations. On the inventory screens, you will specify the available size and color combinations from master lists, with an inventory count and price for each combination.
- Your club or association offers a club t-shirt in different sizes and colors, and in a style/cut for men and women. This could still be one product with all three “variation” options. Alternatively, you could define separate products for the men and women variations then define categories showing “Products for Men” and “Products for Women”.
- Your club or association creates a monogrammed binder for members to carry to meetings. If it’s available in vinyl and leather styles, this could be configured as one product with two “Other” inventory variations, each with its own description and price.
The ClubExpress storefront supports product pricing at multiple levels:
- For products without inventory variations, pricing is defined at the product level.
- For products with inventory variations, pricing can be defined at the product level and will apply to each inventory item, or you can specify pricing at the inventory level, different for each variation.
- Products can have the same prices for members and non-members, or you can specify different pricing. (You can also control availability; some products may not be available to non-members at all.) The system will display the appropriate prices based on whether the user is logged in.
- “Featured” products exist at the product level. If you define a product as “featured”, it will appear on the Featured page of the storefront, often the first page when the module is displayed.
- “Specials” exist at the inventory level. You can specify special pricing for individual inventory items and then decide whether the regular (member or non-member) or special price (member or non-member) should be used. Special pricing is often used to clear out excess inventory if you ordered too many of a specific color, size or other variation. There is also a “Specials” page in the storefront to display products with a special price.