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Overview

Excerpt
All the products on your website are initially integrated from your ERP, but did you know there's product information that can also be maintained via the CMS, completely independent of ERP systems?

To maintain products online, the 'Product Maintenance' feature must be enabled in Feature Setting. If this wasn't done during your site's implementation phase, you can enable it yourself.

Once enabled, configure Product Maintenance settings to suit your website and workflow. Settings Certain settingsh determine the options available in the Product Maintenance page (Products & Categories → Product Maintenance) . This is where online maintenance of each where a product's details is done can be edited in the CMS (Step 3 below).

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On this page:

Table of Contents

1. Enable and configure Product Maintenance Settings

Once the Product Maintenance feature is enabled and options have been configured, you're ready to maintain products in the CMS.

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In the CMS, navigate go to Settings → Settings → → Feature Management → Products & Categories → Product Maintenance.

Toggle Product Maintenance ON and click Click Configure.

Tick the product feature options you wish to maintain in the CMS.

Tick/untick to show/hide the features to be maintained online for a product. If unselected here, the field will not be displayed in the Product Maintenance page. NOTE - Some features need customisation to be fully operational on your site
FeatureSetting Description
Enable Product Description
To enter/edit Enable Product Description: Lets user enter a description for online display for this product, tick Enable Product Description. Default: tickedProduct the product. If available, this will default as the title displayed to customers. Default: ticked
NOTE - If field is unavailable or blank for a product, the system checks for Product Title. If Product Title unavailable, the ERP integrated Product Description is used.
Product Description Field Prompt: Edit the field label if required. Default: Product Description
Enable Product Notes
Product Notes can be used to add anything you might want to highlight about this product. To enter/edit a Product Notes field for the product, tick Enable Product Notes: Displays the 'Product Notes' field in Product Maintenance. It allows the user to add info about a product, e.g., a Features field
Enable Product Notes Field. Default: ticked.
Product Notes Field Prompt: Edit the field label for 'Features' if required. Default: Product Notes
NOTE - To display this field to shoppers in the Product Detail page, add the Product Field widget and select the Product Field: 'ProductFeatures'

Enable Note Fields 1 - 5
Note
Fields contain data stored in the ERP Available in Product Maintenance only in ERP Maintenance mode
Enable Note Fields 1 - 5 - these fields are different from the 'Product Notes' fields.
Note fields contain either extra data stored in the ERP you want integrated online (e.g. PRONTO ) stock-notes table. Ticking each option allows the data to be viewed ) or they can be been added in the CMS. Up to 5 note fields can be displayed in Product Maintenance. They cannot be edited.

Info
See PRONTO Integration - Product Notes for further detail.
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For other ERPs, consult Commerce Vision.
NOTE - To display this field to shoppers in the Product Detail page, add the Product Field widget and select the Product Field: 'Notes1', 'Notes2', etc
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Online maintained fields
Show or hide these settings for online maintenance for a product. If unticked, the field is not displayed on the Product Maintenance page.
Hide Product is Gift Card Option field - untick to enable a product to be a gift card.
Allow Ordering Gift Card with Gift Card - tick to allow purchase of a shopper to buy a gift card with a gift card card.
Enable Maintenance of Postage & Handling - tick to enable allow a Postage and Handling maintenance field to be displayed.
Enable Maintenance of Ribbon Flags - tick to enable let ribbon flags to be set online for a product. Ticking this option opens the Ribbon Flag Options in this screen. You When enabled, you can add and delete ribbon flags used on your website (see to be available in Product Maintenance. (See step 5 below.)
Enable Contract Ribbon Overrides - tick to enable set a ribbon flag to be set against a product price code for a Customer. (See below.) contracted product.
Enable Maintenance of Warranty - tick to enable a Warranty product warranty info field to be displayed for each productavailable.
Enable Maintenance of Product Categories - tick to enable the category creation and editing of categories for for a product in the CMS (instead of being only maintained in the ERP and integrated to the webonline). Also allows products to be added to and removed from a category in Product Maintenance in the CMS. NOTE - Category Maintenance must be set to Online mode.

Warning
The system flag setting 'Disable Product Category Integration' must be on in order enabled to wholly maintain categories via the CMS. Otherwise, category information in the CMS will be for reference only, as it will be overwritten on every integration.
In the CMS, go to Settings → Settings → Settings and look for the field.

Integration Mode
Default mode: 'Default'. Product Master data is integrated from the ERP and products will be considered valid for online selling if they have a sort code assigned and meet condition requirements.
'Online':
Products are marked valid
This enables Online Category Maintenance so that assigning products to categories can be done in the CMS.
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Enable Maintenance of Product Accessories - tick to allow allows maintenance of related additional products online for a product (also known as Cross-Sell).
Enable Maintenance of Product Alternates - tick to allow allows maintenance of related alternate products online for a product (also known as Upsell).
Show Category Code in dropdown - tick to append appends the category/sort code to the description in the dropdown selector.
OFF
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ON
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Maintenance Mode
ERP: If selected, only exclusively online content can be maintained Setting affects what fields are displayed and/or can be edited on the Edit Product page in Product Maintenance.
ERP: Displays specific product information in Product Maintenance integrated from the ERP. The ERP Product Data fields cannot be edited. Only exclusively online product content can be edited in the CMS.
Web: If selected, product information is completely Displays product details fields that are maintained online.
Web mode:
is required for the Product Restrictions feature
disables product security masking
allows product prefix functionality
permits custom groups (custom field setup when editing a product)
allows adding a new product
shows APN
permits user region security mask.
Ribbon Flag Options
Online maintained field
Appears only if 'Enable Maintenance of Ribbon Flag' above is ticked. You can upload and delete the ribbon flags assignable to products in Product Maintenance. BPD contains several default Out-of-the-box ribbon flags . You can also add can be used or custom ones can be uploaded here. See Product Ribbons for more information.

Contract Ribbon Flag Options
Enable configuration of ribbon options based on product price codes. Price codes display different price levels for different customer types that have been set up in the ERP. Customers that qualify for a price code will see this set of prices. Contract ribbons allow you to use a different ribbon flag against products within a price code. You can also add a contract type to a price code so that a ribbon flag displays only for customers with the price code and contract type, e.g., if you want to flag an even more special price for certain customers ribbons added to contracted products for specific customers. Must be set up in the ERP and integrated.
Contract ribbons allow different ribbon flags to display against contracted products when they apply to a specific customer. These flags can be overridden at a product level.
NOTE - A ribbon flag set here for a price code/ contract type will override any standard ribbon flags for qualifying customers.

To add a specific ribbon for a price code that applies only to a customer type:
in Price Code, enter the applicable price code.
In Contract Type, if a Customer is further differentiated by a contract type, enter this.
In Contract Ribbon Filename, to upload the ribbon to display for this , click Select or Upload Image.
Click Save or Save & Exit.

Product Override
You can enable Product Override so that specific products are excluded from a contract ribbon setupconfiguration:
Scroll up to Feature Options and ensure Enable Contract Ribbon Overrides is ticked.

Scroll back down to Contract Ribbon Options.
For the ribbon you want to add the product exception, click Edit Product Override.
Click the Add Product Override button.
In Product Code, enter the code of the product to exclude.
In Filename, click Select or Upload Image and select the ribbon.
Click Save & Exit.

You can also bulk import, export or delete product overrides. Hover over Options and select the menu item required.

When you have finished setting the options, click Save or Save and Exit.

Once Product Maintenance settings have been configured, go to Product Maintenance to perform maintenance functions for a product based on these settings.

2. Search for a Product

To add custom filter options, see Product Search Custom Filter Options.

To maintain one or more products, go to the product's Product maintenance page.

Go to Product & Categories → Product Maintenance. All products are automatically listed.

To find a product, in Product Search, enter the product code, product name or keyword relevant to the product. Leave it empty if you want to find all products by a particular filter.

To add a filter, select a filter in the Filter dropdown, otherwise leave it as 'All'.

To run the search, click Search. Products found by your search criteria will be displayed. You can edit a product by clicking Edit next to the product.

To clear your search and return to the default 'Product Search' screen, click Reset Search.

3. Product Maintenance Options

When you In the Product Maintenance page, click Edit for a product in the Products list (Section 2 above), the 's Product Maintenance page for the product is displayed. Notice the displayed fields and what is editable depend on the modes and configurations done in Settings (Step 1 -'Configure Feature Settings').

The Product Maintenance page is divided into sections. If a section detailed here does not appear, it's likely that the feature has not been enabled in 'Feature Settings'. If you need this feature, return to Step 1 for guidance.

Tip

title	Expand/Collapse Sections

To aid ease of viewing, each section can be opened or collapsed. Click 'Expand Section' or 'Collapse Section' as you need.

1. ERP Product Data

Maintenance mode: ERP This section displays the product information integrated from your ERP. The data are for reference only as they are not editable in the CMS.

2. Product Information

The Product Information section contains product fields that can be edited in the CMS. Below is a table containing each field and its usage.

Field

Usage

Display Online

(Available Appears only if Integration mode is 'Online' and Maintenance: web; otherwise, a product's status defaults to that in the ERP.)

Determines whether the product is active and searchable by users on your website.

OFF: you will see the message 'the product is not considered Item Valid (The 'Display Online' setting above is disabled)' here. The product will not be searchable by users on your site.

ON: the product has the status 'Active' in Product Maintenance and is searchable.

Note

title	Why is my product not searchable?

If 'Hide Child Attributed Products' is active on your site (see Product Variants help), one of two messages appear under the 'Display Online' toggle. They are reminders that whether an active product is searchable also depends on:

whether it is a child product. Child products will not be listed in search results when 'Hide Child Attributed Products' is active. The message for a child product includes an alert that it is not searchable. Only the Master product will appear in the search results.
whether Category and Search caches have been refreshed after updates or configuration changes. This message appears for all non-child products, including Master products. See All about Cache Management help.

Title

The Rendered by the Product Title widget in your on the Product Detail template will display what is entered here. .

If left blank, the widget will use the defaults to product description from the ERP.

Sub Title

If Displayed if the 'Show Subtitle?' option is enabled in your the Product Title widget, the content from this field will display.

Product Description

The WYSIWYG textbox provides for formatted descriptions. This content can be displayed via the Displayed through the Product Description field in the Product Field widget.

To display use the input textbox, hover your pointing device in the textbox, and click the Image Modifiedicon that appears.

When you have finished editing, remember to click Save.

Product Notes

The WYSIWYG textbox provides for formatted Adds product feature notes. This content can be displayed via the Features heading in the To display on the Product Details template, use the Product Field widget. It is stored in the product table under and the field 'ProductFeatures'.

Notes (1 - 5)

This content is can be integrated from PRONTO and stored in the product table under 'Notes1' (or Notes2, Notes3, etc.).You can display it the ERP or added online. Display on the Product Detail page using a Product Field widget and the field, e.g., Notes1, Notes2, etc.

Postage and Handling

This content is stored in the product Product table under 'PostageAndHandling' and can be displayed via the Product Field widget.

Warranty

This content is stored in the product table under 'Warranty' and can be displayed via the Product Field widget under the heading 'Warranty Information'.

Ribbon Flag

A ribbon flag can be set to display on the product image. Several See: Product Ribbons are included as standard in BPD, but you can add your own custom ribbons.

Ribbon Start Date / Ribbon Expiry Date

A set ribbon can be displayed for a specified period, e.g., for a limited time promotion. If required, set Set Start and Expiry dates and times for the ribbon flag. If there is an expiry date/time, the . The system will remove the ribbon automatically on the Expiry Date/Time.

Is Gift Card

If this product is a gift card, toggle ON. This detail can be displayed via the Use a Product Field widget under IsGiftCardand the field IsGiftCard to display this detail on the Product Detail template.

Show Price as POA

ON: 'POA' (price on application) is displayed on your website shown instead of the product price.

Is Dangerous Goods

ON: flags the product as a dangerous item. This detail can be displayed via the Use a Product Field widget and field IsDangerousItem to display this detail.

Is Free Freight

ON: flags that the product has free shipping. This detail can be displayed via the the product has free shipping. Use a Product Field widget and field IsFreeFreight to display this detail.

Is Tailgate Required

ON: flags that the product requires tailgate delivery. This detail can be displayed via the Use a Product Field widget and field IsTailGateRequired to display this detail.

Is Email Delivery

ON: flags that the product is delivered by email. The information can be displayed in the Product Details page via the Use a Product Field widget by selecting the Product Field and field 'IsEmailDelivery' to display this detail. (For further details about See: setting up a product for email delivery, click here.)

Is Returnable

If toggled on, this content can be displayed via the ON: flags the product is returnable. Use a Product Field widget by selecting the Product Field and the field: 'IsReturnable' to display this detail.

Delivery and Pickup Option

Select whether the product is for Delivery, Pickup or both. The selected option This will display in on the Product Detail and Shopping Cart pages. NOTE - If a specific no option is not is selected, it will default to both.

Here's an example of a product being edited in the CMS's Edit Product page, and the resulting output on the website. Keep in mind that this site's Product Detail template contains several Product Field widgets, each displaying content from a different field in the above Product table.

Product Maintenance in CMS	Resulting Output
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3. Categories

(Available only if 'Enable Maintenance of Product Categories' was ticked in Settings. If not, assigning Products to Categories Settings AND Online Category Maintenance mode is on. Assigning categories to products can be done in Category Maintenance. NOTE - Online Category Maintenance should be enabled.)

A product is assigned to one or more Categories. In this section, you can add the product to as many categories as required.

Click the Add Category button, then enter start typing the category name in the input field. Suggestions will be returned as you type - select . Select the required category from the list.

To remove a category, tick the 'Delete' option. When you click the Save button at the top of the page, the deletion will be completed.

4. SEO Fields

Search-engine friendly URL, Page Title, and Description tags for the product are maintained here.

These values are normally auto-generated on first integration. You may edit Edit any of these values as required and they will not be overwritten on subsequent integration events.

Field	Description	Example
SEO Url	The user- and search engine-friendly URL for the product page.	Here's an example of these SEO settings in the real world. The Commerce Vision Blog is obviously not a product, but the principles are the same.
Page Title Tag	The title that displays on search engine results pages, just above the URL.
Meta Description Tag	The blurb that displays under the Title and URL.

5. Custom Fields

NOTE - This section is displayed only if custom fields for have been created in the Product table have been created for your site and they are marked 'active'.

Need more information? See Add Custom Fields To Products and Categories.

6. Media

Images and videos to that display in the product's gallery are uploaded here. When you upload an image, the original image will be duplicated 4x to images with different pixel sizes. Images uploaded via the Integrator will also appear in this section. You can re-order images by dragging and dropping. TIP - The Guide to maximum file sizes to ensure fast loading are: desktop/tablet: 250kb, mobile: 50kb.

Info

By default, the CMS-uploaded image at the top of this list will be the first image displayed in any search on your site and in on the Product Detail page. If a product has images uploaded via the Integrator and the CMS and you want the first Integrator-uploaded image to display first, please contact Commerce Vision to enable this option. NOTE - this option is available Available only for versions 4.21.02 and above+.

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Adding Images

To add an image or multiple images simultaneously, click Upload Images.
Go to your file(s) and click on them to select. Use 'Ctrl-click' or 'Shift-click' to select multiple images. Click Open.

Once the images have finished uploading, click Insert.

Once you click Insert, the image thumbnails will display in the product's media list.
To enter relevant descriptions of your image, enter a value, then click Add Tag. You can add more than one tag.

Click Save or Save and Exit. Copies of the uploaded image will display in the appropriate folder.

Tip
title Are image colours not as expected?
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MultiExcerptName Are the image's colours off?
PageWithExcerpt FAQs from Commerce Vision Support

Adding Videos

Video links can also be added quickly and easily. Both YouTube and Vimeo formats are supported. To add a video, see: Add Video to a Product Page.

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7. Documents

Links to documents relevant to Document links for a product, e.g., size guides, product specifications or installation instructions, are added here. The links with document information displays in the Product Detail page. You can add a link to a document that is in already uploaded to the CMS already or upload it here. Add the Product Documents widget to the Product Detail page for document links to display on the Product Detail template.

To add a document link,

Click Add Files.

Select the document(s) and click Insert.

Tip

title	Bulk Link Documents

You can also bulk link multiple products to documents using the Product Document Import function.

8. Features

This is another name for metadata associated with the product. Feature details are user-defined so you can use them to reflect what are important considerations for the products you sell. They can be used by your customers specify certain product attributes. These can be filtered by shoppers to narrow down to the most suitable products when viewing on a product list page full of products. This data Features can also be shown in the Product Compare window, and in a product's Technical Specifications.

Product features and their associated values are either A) integrated from your PRONTO ERP Metadata module, or B) configured via the CMS in Products & Categories → Product Features (CMS Metadata maintenance).

If you're unsure which mode your site is using, feel free to check with us.

9. Accessories (Cross-sell)

Enable Maintenance of Accessories must be ON in Product Maintenance settings.

Accessories are related products displayed to the shopper in on a product's Product Details page. Accessories is called 'cross-sell' because suggestions include products that complement the product being viewed. If your site has enabled online maintenance of Accessories & Alternates, Accessories is maintained in this sectionthat complement the viewed product.

To add an Accessory product, enter the product code or description in the input box. Select the product from the list and click the Add Accessory button.

To remove an Accessory, select the Delete option.

Repeat as required, then remember to Save.

Accessories & Alternates are then displayed on the Product Detail page via using the Cross Sell / Up Sell Widget.

10. Alternates (Up-sell)

Alternates are similar product suggestions displayed to the shopper in Enable Maintenance of Alternates must be ON in Product Maintenance settings.

Alternates display suggested products similar to the viewed product on the Product Detail page when they are viewing a product. Alternates is called 'up-sell' since suggestions can include higher-profit or higher-value items. If your site has enabled online maintenance of Accessories & Alternates, Alternates is maintained in this sectionhigher-profit or higher-value items.

To add an Alternate, enter the product code or description in the input box. Select the product from the list and click the Add Alternate button.

To remove an Alternate, select the Delete option.

Repeat as required, then remember to Save.

Accessories & Alternates are then displayed on the product detail Product Detail page via the the Cross Sell / Up Sell Widget.

11. Master Product

This section will be displayed only if The Product Variants is enabled for your websitefeature must be enabled.

A Master product is a product that has variants (child products each with their own product codes) associated with it.
A product can be flagged . A shopper does not buy a Master product but one of its variants or child products.

To flag a product as a Master Product here by toggling , toggle ON 'Is Master Product'. Child products can then be added to the Master product. For more information and a how-to guide to set up Master/child features, see: Product Variants.

12. Product Subscription

This section will be displayed only if The Subscription Products is enabled for your websitefeature must be enabled.

For more information and a how-to guide, see the Subscription Products (LSC) help page.Related helpmore information, see: Subscription Products.

13. Product Detail template widgets

Other functions that can be added to the Product Detail template:

Let shopper download a PDF of the product detail page they are viewing - Product PDF Download widget

Related Resources

Content by Label

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