You can create a new product (whether Stock or Manufactured) in one of 3 ways:

• From within Settings, click Add a Product.
• When viewing the product list (from within Settings, not on the home page), click Add Product on the top right.
• When viewing an existing product, click the Clone button in the top right. Cloning a product copies an existing product, including any images and artwork, into a new product.

Whenever possible, you will want to clone an product that is similar to the product you are creating. This is a great way to speed up the process, since you only need to change the values that are different.

stock_product_-_general_tab.png_width600

The information for each product is grouped across the following tabs:

• Product Setup - General Tab - General information like the name, description, tax information, and production information is entered on this tab.
• Product Setup - Standard Attributes Tab - Attributes store information about the product ordered. The standard attributes include information like height, width, sides, and others. Different standard attributes may apply based on the configuration of the product.
• Product Setup - Pricing Tab - The base pricing for the product is set on this tab.
• Product Setup - Custom Attributes Tab - You may define your own custom attributes to collect additional information about a product.
• Product Setup - Artwork Tab - This tab is not used for Stock Products.
• Product Setup - Images and Documents Tab - This tab allows you to add stock images and other documents (e.g., forms, installation instructions) to the product.
• Product Setup - Inventory Tab - This tab allows you to set and manually adjust the inventory levels, as well as look at the inventory usage history for a product.
• Product Setup - Customer Websites Tab - This tab allows you to specify which customer websites the product can be used on.

Example:

• You sell 24“ x 24” metal frames with a rider insert you want to offer via Cyrious Online. Other basic details of the product include:
  • You stock these in inventory, and currently have 75 on hand.
  • You discount the price based on quantity ordered.
  • You can apply an optional Rust-Proof Ceramic Coating before shipping them for an additional charge.

Ideally, we would find another metal frame product and clone it as our starting point, but it won't take too long to set up manually either.

1. First, add a new product.

2. Enter the information on the General tab.

• Name. Use a descriptive name that is meaningful to both the customer and your staff.
• Type of Product. Choose Stock.
• Categories. Select the product_categories this product falls under. Click “Manage Categories” to add one a new one.
• Choice Group. We could combine multiple frames into a single-choice or multi-choice_groups, but it's easiest to keep the product independent while we you are setting it up so leave this “None”.
• Tags. Tags can make the search process easier. Enter some meaningful search phrases here, separated by commas.
• SKU. If you use SKU's, this can make the search process easier for your employees.
• Search Description. This description appears before the user starts the ordering process (e.g., on the home screen). Enter a short text description that will help the customer understand the product, such as “24 inch x 24 inch metal blank frame with spot for rider.”
• Order Description. This description appears on the ordering detail screen and on the invoice. It should contain all the information the customer and your staff will need about the order. You can insert merge fields so Cyrious Online will automatically update attributes and other information. For example, enter “quantity size metal black frame with spot for rider.”
• Active. Leave this product active. Setting a product inactive will remove it from all of the ordering screens. Leave it active for our example.
• Don't Show this product before/after. For time-sensitive products, such as promotions, Cyrious Online can automatically limit the dates this product will appear. Leave these unchecked for our example.
• Tax Classification. Stock items as almost always “Goods”, so leave the default in place so Cyrious Online will tax it properly.

Your resulting screen might look like this:

stock_product_-_general_tab.png_width600

3. Click on the “Next Step” or “Standard Attributes” Tab.

4. On this tab, enter the quantity and dimensional information for our product.

• Limit to a list of quantities. We can restrict the user to buying certain batch sizes with this option. In our case, check this box and limit the user to specific batch quantities they may purchase, for example 1, 5, 10, and 50. Set the initial quantity if you want the default to be other than 1.
• Sizes. Though we don't need to use the size to compute pricing here, it is always a good idea to enter the actual size. Choose the Fixed Size option with units of Inches. Enter 24“ x 24” as size, the height of 24, and the width of 24.
• Allow Two Sided. Two sided doesn't apply here, so leave it unchecked.

Your resulting screen might look like this:

stock_product_-_standard_attributes_tab.png_width600

5. Click on the “Next Step” or “Pricing” Tab.

6. On this tab, enter the pricing information for our product.

• Show price information in search results. Check this box, and choose the “Starting at” option. That will automatically display the lowest (high volume) price on the search screen.
• Pricing. Choose “Fixed Price with Quantity Breakpoints”. Add quantity breaks by clicking the “Add New Quantity Break” button. Enter some prices with breakpoints, such as $23.99 for (up to) 1, $21.99 for 2-5 (up to 5), $20.99 for 6-10, etc. Be sure to set a final price in the “More than” row.

Your resulting screen might look like this:

stock_product_-_pricing_tab.png_width600

7. Click on the “Next Step” or “Custom Attributes” Tab.

8. On this tab, define the custom attributes “Rust-Proof Ceramic Coating” for this product.

• Add a New Custom Attribute.
• Choose to make it Checkbox.
• Enter a price of $9.50 for each piece when the checkbox is checked. All other prices should be $0.00
• Set the initial value to checked or unchecked as desired.

Your resulting screen might look like this:

stock_product_-_custom_attributes_tab.png_width600

9. The artwork tab doesn't apply to stock products, so we can skip it. Click on the “Images and Documents” Tab.

10. On this tab, upload the icon and any photos or other images of the product.

• See file_upload_screen for information on how to use this screen.

Your resulting screen might look like this:

stock_product_-_images_and_documents_tab.png_width600

11. Click on the “Next Step” or “Inventory” Tab.

12. On this tab, set up your inventory count for the product.

• Check “Enable inventory_tracking”
• Set the initial quantity to 75.
• Check “Show Customers the Inventory Level” if you want the customer to see how many you have in stock. (Employees will always see the quantity.)
• Leave “Permit Ordering Even When Quantity is Below Zero” unchecked if you want an “Out of Stock” message displayed when the quantity is below zero.
• You won't have any inventory history at this time, but you can view the log from here you save.

Your resulting screen might look like this:

stock_product_-_inventory_tab.png_width600

13. Click on the “Next Step” or “Customer Websites” Tab.

14. On this tab, specify which websites this product should be visible on.

• Check the customer website(s) that this product should appear on. The Employee Website is automatically selected (and can't be changed) so that employees can work with all websites.

Your resulting screen might look like this:

stock_product_-_customer_websites_tab.png_width600

15. Click Save! You can click save along the way and keep working, but always remember to save before navigating away or your changes will be lost!

=References=

Created : {$creationdate}

Revision : {$revisiondate}

Links