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With the feature enabled, you can edit the settings to configure Product Maintenance options to suit your website and workflow. The configurations determine the options available in the Product Maintenance page (Products & CategoriesProduct Maintenance). See Section 3 below.


1. Configure Product Maintenance Settings 

Once the options have been configured, you're ready to maintain products in the CMS. Simply navigate to Products & Categories → Product Maintenance and select the product you wish to edit.  
 

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

  2. Toggle Product Maintenance ON and click Configure

  3. Tick the feature options you wish to maintain in the CMS. Options include:

  4. Postage & Handling
  5. Ribbons - allows products to be marked with a ribbon flag in the CMS (see step 5 below)
  6. allowsNote - the system flag 'Disable Product Category Integration' must be turned on in order 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. .
    FeatureDescription

    Enable Product DescriptionImage Removed

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    Do you want to be able to enter a description for a product online?

    Default: ticked

    The label text can be edited.

    Enable

    Product Description Field Prompt: Edit the heading label if required. Default: Product Description

     Enable Product Notes 

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    Enable Product Notes: Displays the 'Features' field. Default: ticked. If enabled, product notes can be entered. The label text can be edited.Note fields

    Product Notes Field Prompt: Edit the heading label if required. Default: Product Notes


    Enable Note Fields 1 - 5 - this is the data stored in PRONTO's stock-notes table. Enabling this option allows you to see each of these options allows the data being integrated to the webto be viewed in Product Maintenance. They cannot be edited here.

    Info

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    Integration Mode

    Default: ON ('default'). Product Master data is integrated from Pronto and products will be considered valid for the web if they have a sort code assigned and meet condition requirements.

    Online: Products are marked valid for the web in the CMS.


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    Tick the features you want to be able to maintain online for a product. When ticked, the field is displayed in Product Maintenance and the feature can be enabled/disabled for each product.

    • Enable Maintenance of Postage & Handling 
    • Enable Maintenance of Ribbon Flags - enables ribbon flags to be set online for a product. Ticking this option opens the Ribbon Flag Options in this screen. You can add and delete ribbon flags used on your website (see step 5 below)
    • Enable Contract Ribbon Overrides - enables a ribbon flag to be set against a product price code for a Customer. (See below.)
    • Enable Maintenance of Warranty - allows maintenance of warranty information in the CMS
    • Enable Maintenance of Product Categories - enables the creation and editing of categories in the CMS (versus being maintained in PRONTO and integrated to the web). Also

    • allows products to be added to / removed from a category in Product Maintenance via the CMS

    Warning

    Note - the system flag 'Disable Product Category Integration' must be turned on in order 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.


    Integration Mode

    Default: 'Default'. Product Master data is integrated from Pronto and products will be considered valid for the web if they have a sort code assigned and meet condition requirements.

    'Online': Products are marked valid in the CMS.

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    • Enable Maintenance of Product Accessories - allows maintenance of related additional products online (also known as Cross Sell).
    • Enable Maintenance of Product Alternates - allows maintenance of related alternate products online (also known as Up Sell).
    • Show Category Code in dropdown  - appends the category/sort code to the description in the dropdown selector when adding a category to a product.
    Warning

    OFF

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    ON

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Maintenance Mode

ERP: If selected, only exclusively online content will be available.

Web:  If selected, product information is completely maintained online.

Allow Product Security Masking

Ribbon Flag Options

allows products to be marked with a ribbon flag in the CMS 

If Ribbon Flag maintenance is enabled, the 'Ribbon Flag Options' will display on this page. This is where you maintain your site's ribbon images, as well as adding custom ribbon flags. See 

Displayed only if 'Enable Maintenance of Ribbon Flag' is ticked. You can upload and delete ribbon flags available for selection in Product Maintenance. The CMS contains several default ribbon flags and you may also add custom ones here. See Product Ribbons for more information. 


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Contract Ribbon Flag OptionsEnable configuration of ribbon options based on product price codes. These can be setup per Customer and overridden at a product level.


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

  • Once Product Maintenance settings have been configured, you can navigate to Product Maintenance to perform a range of maintenance functions for a product. 

    2. Product Search 

    To perform maintenance on one or more products, the first thing to do is find them. The use the Product Search in CMS finds products via product name, product code or keywords (from the Product Description field). You can also add a filter to search for products that have specific product attributes.the CMS to find them. 

    To run a product search, 

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

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


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    When you select Edit for a product in the Products list (Section 2 above), the Product Maintenance page for the product is displayed. Notice the editable fields depend on what were selected in Settings (Step 1 -'Configure Feature Settings'). 

    The sections of the Product Maintenance screen are detailed here. If page is divided into sections. If a section detailed here does not appear on your Product Maintenance page, it's likely that it has not been enabled in 'Feature Settings'.  See Section 1 ('Configure Feature Settings')   Return to Step 1 for guidance. 

    Tip
    titleExpand/Collapse Sections

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

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    1. ERP Product Data

    This section displays the product information integrated from PRONTOyour 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 you that can edit be edited in the CMS. Below is a table containing each field and its usage.

    FieldUsage

    Display Online

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

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

    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. 

    Title

    The Product Title widget in your Product Detail template will display what is entered here. 

    If left blank, the widget will use the PRONTO product description.

    Sub TitleIf the 'Show Subtitle?' option is enabled in your 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 Product Description field in the Product Field widget.

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

    When you have finished editing, remember to click Save

    Product Notes

    The WYSIWYG textbox provides for formatted product feature notes. This content can be displayed via the Features heading in the Product Field widget. It is stored in the product table under 'ProductFeatures'.
    Notes (1 - 5)

    This content is integrated from PRONTO and stored in the product table under 'Notes1' (or Notes2, Notes3, etc.).

    You can display it on the Product Detail page using a Product Field widget.

    Postage and HandlingThis content is stored in the product table under 'PostageAndHandling' and can be displayed via the Product Field widget.
    WarrantyThis 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 appear on the product image. Several Product Ribbons are included as standard in BPD, but you can add your own custom ribbons.

    Ribbon Start Date / Ribbon Expiry DateA ribbon can be set for a specific period, e.g., for a limited time promotion. If required, set Start and Expiry dates and times for the ribbon flag. If there is an expiry date/time, the system will remove the ribbon automatically.
    Is Gift Card(displayed only if Gift Cards is enabled in Settings). If this product is a gift card, toggle ON. This detail can be displayed via the Product Field widget under IsGiftCard. 
    Show Price as POAON: 'POA' (price on application) is displayed on your website instead of the product price.
    Is Dangerous GoodsON: flags the product as a dangerous item. This detail can be displayed via the Product Field widget.
    Is Free FreightON: flags that the product has free shipping. This detail can be displayed via the Product Field widget.
    Is Tailgate RequiredON: flags that the product requires tailgate delivery. This detail can be displayed via the Product Field widget.
    Is Email DeliveryON: flags that the product is delivered by email. The information can be displayed in the Product Details page via the Product Field widget by selecting the Product Field 'IsEmailDelivery'. (For further details about setting up a product for email delivery, click here.)
    Is ReturnableIf toggled on, this content can be displayed via the Product Field widget by selecting the Product Field 'IsReturnable'.
    Delivery and Pickup OptionSelect whether the product is for Delivery, Pickup or both. The selected option will display in the Shopping Cart page.

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    Product Maintenance in CMSResulting Output



    3. Categories

    A product is associated with one or more categories. Categories appear in navigation menus. In this section, you can add the product to as many categories as required.

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    Tip

    If you'd like your PRONTO category / sort code to appear next to the category name in the dropdown selector, enable this option ensure the Show Category Code in dropdown option is ticked in the Feature Settings.

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    SEO Fields

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

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