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Overview

 

This guide will step you through the process of maintaining variants online via the CMS. 

 

 

Prerequisites

Before you can take advantage of Product Variant functionality in the CMS, you'll need the feature enabled. Contact Commerce Vision to have us switch this on for your website.

 

1. Configure Feature Settings

First, you'll want to ensure the Product Variant feature is configured correctly for your site. 

  1. In the CMS, navigate to Settings → Feature Management.  
  2. Configure the Product Variant feature.
  3. Switch the Product Variant Mode to 'Online'. 

  4. Select the 'Default Display Type'. This will determine the interface for users when selecting options.
    • Dropdown List
    • Radio Buttons

  5. Toggle 'Allow Product Matrix Mode' on/off as required. 
  6. Toggle 'Allow Display Type Override' on/off as required. 
    • This will allow the default display type (that you just set in Step 4) to be overridden on a product-by-product basis. 

  7. Toggle 'Allow Child Products As Note Line' on/off as required. 
    • This will allow child products to added without a product code. Instead, the selected variants are added as notes against the master product on the order. 

  8. Toggle 'Enforce Stock Security for Variants' on/off as required. 

  9. Toggle 'Update Master Products With Child Images' on/off as required. 
    • This adds child images to the master product gallery automatically, so that as the user selects different options, the image will change to reflect them. See our guide on Automatic image tagging for variants for further detail.

  10. Click 'Save'. 

The Product Variant feature has now been configured and is ready to use during product maintenance. 

 

2. Edit Variants (optional)

The CMS stores a list of Variants (for example, 'Size') and their associated Values ('Small', 'Medium', 'Large') in a table. This lookup table is referenced when you add a variant to a master product. You'll see an example of how a bit later; for now let's look at populating the data. 

You'll also be able to enter new variants and values directly on the Product Maintenance screen, so don't worry if you haven't thought of EVERY option right away. Saving a new variant or value against an individual product will automatically add the option(s) to these lookup lists. 

  1. In the CMS, navigate to Settings → Feature Management. 
  2. Configure the Product Variant feature. 

  3. Hover over the 'Options' button and select 'Edit Variants'. 

    Don't see an 'Options' button? Check that the Product Variant Mode is set to 'Online', then hit Save before navigating away.



  4. Click 'Add' and enter a Variant in the input field. In our example we'll add 'Size' as a variant.


  5. Click 'Save'. You'll notice the button updates from 'Save' to 'Values'. 


  6. Click 'Values' and then 'Add' to add a value. Our example values for 'Size' are 'Small', 'Medium', and 'Large'.
  7. 'Save' and repeat to add another value. Continue until all values have been entered. 


  8. Click 'Back' to exit values maintenance and return to your Variant list. 
  9. You can repeat this process for any other Variants you may require, such as Colour, Capacity, Weight, Length, and so on. 
     


3. Add Variants to Master Products

Now let's set up some variants!

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

  2. Search for the required product and click 'Edit'. 

  3. At the bottom of the maintenance page, you'll find a new section labelled 'Master Product'.  
     
     
  4. Toggle the 'Is Master Product' setting on. Additional maintenance fields will appear.

  5. The 'Child Products' section is where you define the options for this master product. 

  6. To add the first child, either search for the product code to be used as the child SKU, or leave blank to use the master code for pricing. 
    • Note - you can only leave blank if 'Allow Child Products As Note Line' is enabled in the Feature Settings.

  7. Enter the Variant name in the first Variant box. The dropdown list will be populated as you type, with data from the Variants we edited earlier (see section 2 above). 


  8. Select the correct option from the list, or simply enter a new one.

  9. Next, enter the Variant Value in the corresponding box. Again, the dropdown list will be populated from values in the lookup table. Handy! 
     
     
  10. If there is another variant applicable to this product, enter it on the next line, repeating steps 7 -9. 

  11. If there is a third variant dimension available, click the 'Add Variant' button. 

  12. Once all variants have been entered, click 'Add Child Product'. 

  13. The child product will now be listed below, along with options to Remove it, or set it as the Default Child. 

  14. A child product can also be marked inactive if, for example, that particular combination becomes temporarily unavailable. Simply use the 'Active' toggle against the required child product. 
     
     
  15. Don't forget to click 'Save' at the top of the maintenance page after adding your child products!

 

4. Importing Product Variants

To perform a bulk upload of product variant data, you can use the import function. 

  1. Navigate to Settings → Feature Settings and Edit the Product Variant feature. 
  2. Select Options → Import Variants. 
  3. If you'd like a CSV file template to work with, click Download Example Template. 



  4. Paste your data into the spreadsheet, listing the master product once for every variant combination available. 


  5. Save the file somewhere locally as .csv format.

  6. Select your Import Type from the dropdown: 
    1. Override Imported Only - all master products in the spreadsheet will have their variant data replaced with what's in your spreadsheet. No other products will be affected. 
    2. Override All Products - the product data in in the spreadsheet will become the COMPLETE product variant data for your site. Current variants not in the spreadsheet will be deleted. 

  7. Click 'Select files...' to browse to your saved .csv file.

  8. The import will process and a notification will advise whether the import was successful. If errors occurred, fix the data and try again. 


  9. To verify a successful import, navigate to Product Maintenance and search for one of the master products on your .csv file.
    Check the variant data to ensure it matches up with what you've just imported. 


 

 

Additional Information

Minimum Version Requirements

Prerequisites

Self Configurable

Business Function

BPD Only?

B2B/B2C/Both

Ballpark Hours From CV (if opting for CV to complete self config component)

Ballpark Hours From CV (in addition to any self config required)

Third Party Costs

CMS Category

  • No labels

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