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Overview


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MultiExcerptNameFeature Overview

Maintain products and categories for

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your store via the '

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  • Maintain web categories.
  • Add / remove products from the web.
  • Add / remove products from alternate categories.
  • Maintain product accessories.
  • Maintain 'cross sell' products (alternates).
  • Maintain product bullet points.

Web Product Maintenance' menu in PRONTO.


Step-by-step guides

To Maintain Categories:

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Adding a New Category

  1. Navigate to 'Web Site Category / Product Maintenance' -->  → 'Category Review'
  2. The 'Category Review' screen will load, displayingdisplay:
    • A list of top level categories
    • The number of subcategories and products within each 
    Use the arrow keys or mouse to navigate to the desired category. With the category highlighted, perform one of the following actions:Click 'Down' or hit the 'D'
  3. Click Entry / use the E key.
  4. The Sort Code will automatically populate with the next available number. You can change this or leave as is.
  5. Enter a Description for your new category.
  6. Enter a sort Order. This is the sequence, or where the new category will appear in the list.
  7. Hit the ESC key to exit input mode, then use the Down key to drill down to the next level.
  8. Click 'Correct' or hit the 'C' key to edit the category Description or Sort Order.
  9. Click 'Entry' or hit the 'E' key to create a new category.
  10. Click 'Remove' or hit the 'R' key to delete the category.
  11. Click 'Up' to navigate back up a level from a subcategory.
  12. Use the 'Esc' Add a subcategory by repeating the above process - click Entry, then enter a name and sort order.
  13. Click Up to go back up a level.
  14. Use the ESC key to exit Category Review.
  15. Integrate - 'Product Categories' - Send Changed.
    PRONTO - Category Review

Here's a quick video showing how to add new categories & subcategories. 

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nameAddingCategoryInPRONTOWebMaint.mp4


  • Login to PRONTO.
  • Navigate to 'Web Site Category / Product Maintenance' --> 'Stockcode Review'.
  • Click 'Find' or hit the 'F' key to search for a product by stockcode
    Tip

    Adding Products to the Web

    To Add a Product to a Category:

    It's worth noting that in PRONTO, the 'ESC' key will take you back up a level or get you out of 'entry' mode, but your category list may not refresh correctly to show what you've just added.
    If this happens, just exit and re-enter the Category Review screen to reload your data.



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    Adding Products to a Category

    You can add products to a Category in 2 ways: Category Review or Stockcode Review.

    Via Category Review
    1. Navigate to Web Product MaintenanceCategory Review.
    2. Highlight the required top level category and click Down to drill down to subcategory level.
    3. Keep drilling down until you get to the subcategory you want to add products to.
    4. With the subcategory highlighted, click Products.
    5. Click Add. The list of products will load (if your PRONTO is quirky, you may need to arrow up to see them).
    6. Click Find to search for a product code. Once it's found and highlighted, click Mark to mark the item for editing (you'll see an *asterisk* appear).
    7. Repeat Step 6 for any other products you want to add.
    8. Once all required products are marked, click Action.
    9. A popup will appear. The Action type should be 'A' (Add sort code).
    10. Hit Enter. PRONTO will auto-fill the Sort Code with the category code you came from. Leave as is.
    11. Enter through the Flag field and click OK. Your products have now been added!
    12. On the Integrator - send Changed for Product Master + Pricing.

    Here's a quick demonstration: 

    Multimedia
    nameAddingMultipleProductsToCategoryViaCatReview.mp4


    Via Stockcode Review
    1. Navigate to Web Product Maintenance → Stockcode Review.
    2. You can either follow the Mark & Action method noted above, or add products individually as follows.
    3. Click Find (or hit F) to search for a product code.
    4. With the required product highlighted, click 'Correct' (or hit the 'C' key).
    5. In Hit Enter to get to the 'Sort Code' field, then enter the sort code of the required category. AlternativelyIf you're not sure what your category's sort code is, click the magnifying glass icon to browse to the categoryfind it.
    6. Hit 'Enter' to confirm the data entryyour changes.
    7. Repeat Steps 3-6 as required.
    8. Integrate - 'On the Integrator - send Changed for Product Master + Pricing' - Send Changed

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    1. .

    Here's how: 

    Multimedia
    nameAddingProductsToCatViaStockcodeReview.mp4


    The final sort code is comprised of the 'Sort Code'
    Tip
    Info
    titleUpdating multiple products

    To update multiple products, highlight each product and click 'Mark' or hit the 'M' key. The products will be marked with an asterisk (*) to denote selection.

    Once all required products have been marked, click 'Action'. Select action type: 'A' to add a sort code, 'C' to clear an existing sort code, or 'S' to set a new sort code.

    Pasting from Excel


    Did you know that products and their sort codes can also be pasted from an Excel spreadsheet? Simply navigate to Web Product Maintenance →  Paste from Excel, copy the data (1 product per line, format: stockcode, sort code), then paste via right click or PRONTO paste icon. Click GO and select whether current category info should be overwritten or appended with new pasted data.


    Info
    titleHow a PRONTO Sort Code is built

    The final sort code comprises the 2 characters from each category level.
      In the example below, the sort code 010302 would add a product to the 'Adhesives & Clips' category under 'Office Supplies' --> 'General Stationery'.
    Sort Code example 



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    Adding an Alternate Category

    Some products are displayed in more than one category. These products have a main category/sort code, and alternate categories/sort codes.  

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    1. Login to PRONTO.
    2. Navigate to 'Web Site Category / Product Maintenance' --> 'Stockcode Review'.
    3. Click 'Find' or hit the 'F' key to search for a product by stockcode.
    4. With the required product highlighted, click 'Alt' or hit the 'A' key.
    5. Click 'Entry' or hit the 'E' key to add a new category.
    6. Enter the sort code of the new category.
    7. Hit 'Enter' to confirm the data entry.
    8. Repeat Steps 3-7 as required.
    9. Integrate - 'Product Notes' - Send All.

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    Product Accessories

    Some products are associated with other, accessory products. The grouping of these is known as up-selling.

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    1. Login to PRONTO..
    2. Navigate to 'Web Site Category / Product Maintenance' --> 'Stockcode Review'.
    3. Click 'Find' or hit the 'F' key to search for a product by stockcode.
    4. With the required product highlighted, click 'Acc'.
    5. Add a new accessory product by clicking 'Entry' or hitting the 'E' key.
    6. Correct an existing product by clicking 'Correct' or hitting the 'C' key.
    7. Remove an accessory product by clicking 'Remove' or hitting the 'R' key; click 'Yes' to confirm removal.
    8. Repeat Steps 3-7 as required.
    9. Integrate - 'Product Notes' - Send All.

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    Product Alternatives

    Some products are associated with other, alternative products. The grouping of these is known as cross-selling.

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    1. Login to PRONTO..
    2. Navigate to 'Web Site Category / Product Maintenance' --> 'Stockcode Review'.
    3. Click 'Find' or hit the 'F' key to search for a product by stockcode.
    4. With the required product highlighted, click 'Xsell' or hit the 'X' key.
    5. Add a new alternative product by clicking 'Entry' or hitting the 'E' key.
      PRONTO Stockcode Review - XsellImage Added 
    6. Correct an existing product by clicking 'Correct' or hitting the 'C' key.
    7. Remove an alternative product by clicking 'Remove' or hitting the 'R' key; click 'Yes' to confirm removal.
    8. Repeat Steps 3-7 as required.
    9. Integrate - 'Product NotesMaster + Pricing' - Send Changed, or for removals, Send All.
      Image Added 

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    Bullet Points

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    Product Notes

    Product notes can be added for display on the web. The display method will vary from site to site, and the mapping is generally configured during the Implementation phase

    To Maintain Add Product Bullet PointsNotes:

    1. Login to PRONTO..
    2. Navigate to 'Web Site Category / Product Maintenance' --> 'Stockcode Review'.
    3. Click Click 'Find' or  or hit the the 'F' key  key to search for a product by stockcode.
    4. With the required product highlighted, click click 'BulletNotes' or  or hit the the 'BN' key key.
    5. Add a new bullet point by clicking Click 'Entry' or hitting the 'E' key.
      • Enter the sequence in which the bullet point should appear, then enter the bullet text.
    6. Correct an existing bullet point by clicking 'Correct' or hitting the 'C' key.
    7. Remove bullet point by clicking 'Remove' or hitting the 'R' key; click 'Yes' to confirm removal.
    8. Repeat Steps 3-7 as required.

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    1. .
    2. Assign a unique sequence number for the note line.This determines the order in which the line appears, relative to the other lines of text.
    3. Hit 'Enter' or 'Tab' to move to the next field - 'Notational Text'.
    4. Type the required note text.
    5. Hit 'Enter' or 'Tab' to move to the next field. 
    6. Repeat Steps 6-9 as required. 
    7. Hit 'Esc' to exit note entry mode.
    8. Integrate - 'Product Notes' - Send Changed. 
      Product Notes entry in PRONTOImage Added 


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    Product Keywords

    For sites not employing Lucene search, keywords can be assigned to products in order to enhance search results.   

    To Assign Product Keywords:

    1. Login to PRONTO.
    2. Navigate to 'Web Site Category / Product Maintenance' --> 'Stockcode Review'.
    3. Click 'Find' or hit the 'F' key to search for a product by stockcode.
    4. With the required product highlighted, click 'Keyword' or hit the 'K' key.
    5. Click 'Entry'.
    6. Type the required keyword. 
    7. Hit 'Enter' to confirm the data entry.
    8. Type the next required keyword, or hit 'Esc' to exit entry mode. 
    9. Repeat Steps 6-8 as required.
    10. Integrate - 'Product Notes' - Send All.
      Product KeywordsImage Added
    Tip

    To add the same keywords to multiple products, try the 'Bulk Keywords' option. Mark the required stockcodes for action by highlighting and clicking 'Mark'. Then click 'BUlk-KW', and enter the required keywords. Select '1GO-Replace' to overwrite or '2GO-Add' to append the existing keywords. 



     
    The 'Web-P' and 'Web-C' buttons can be used to call the web page of the highlighted product ('Web-P') or category ('Web-C'). The base URLs must be specified in 'Control Settings' under 'Category URL' and 'Product URL'.

    Load web page via Web-P and Web-CImage Added 

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    Info

    For information on how to configure and maintain product metadata, see Configuring Metadata via PRONTO Web Maintenance.



    Additional Information


    Multiexcerpt
    MultiExcerptNameAdditional Info

    Available functions include:



    Troubleshooting

    When you update products and categories in Pronto, these changes will be visible on your site the next time integration occurs. If your site is not updated, there may be an issue with the tables not clearing in the integrator's cache. Contact CV Support. 


    Related Resources

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