You can get to this part of the system by clicking on the Products link in the blue Admin Toolbar and then clicking on the desired area on the drop-down bar.
The Services module allows you to add labor-based services you provide. You can get to this part of the system by clicking on Products > Services in the blue Admin Toolbar. These services are available in the Work Orders module for use in creating work order tickets. The data for your Services is very simple and easy to enter. To create a new Service, click on the New Service button in the upper left. You can also delete unneeded services using the Delete button on the far right of each item's title bar.
When you add a new Service, you have the option of putting in a Description (useful if you have several services that are similar), as well as the Name, Cost, and Price. You will need to decide if you want to base the service on a certain interval and charge a set price for each interval in the work ticket. For example, if you do a Tear Repair and normally can complete such work in about 15 minutes, you could base your Cost and Price on fifteen minutes of work, and for longer jobs, you would charge multiples of that based on how long it actually takes.
Please note that as the Work Orders module utilizes the Services you create, you will want to have Cost values in the system for each one, so the Reports can be tracking your profit margins accurately. The Price, of course, is what you charge the customer for the service.
The Bulk section of Products allows you to work with your product data by spreadsheet. You can get to this part of the system by clicking on Products > Bulk in the blue Admin Toolbar. We will be updating the spreadsheets in this area in the near future to accommodate data fields that are relatively new to the system, so that all of the major product attributes can be adjusted in bulk. Once we have made these adjustments, we will create support resources to better explain their use. For now, please use the following archived video for training in how to work with your products by spreadsheet. We also offer this written article with how-to on the basics of working with your spreadsheets.
Once you have chosen the spreadsheet you want to work with, you have the option of applying Filters. For your Edit Existing Products and Edit Existing Products Long reports (the Long one includes Long Descriptions), you can Filter by Category or Department, getting only the info you need. For your Inventory reports, you can choose your Store Location (or just download all of them) and Filter by either Category, Department, or Vendor. You can hold down your Ctrl button (in Windows, Command button on a Mac) and click on as many of the Filter items as you like. Please note that when filtering by Category, each one will have a number next to its Title, and that number is its Category ID. When filtering by Department, you will see your Department Codes next to each one. Vendors just show the title, but you can look up your Vendor IDs by clicking on the View Vendor IDs link on the Bulk page.
Available Spreadsheet Downloads
Here are some good things to know about the current offering of specific spreadsheets you can download and work with in our system:
Add New Products - Any time you want to add products by spreadsheet, download the latest version of this blank spreadsheet to work from! It may change periodically. You do NOT want to work from a previously saved version of this spreadsheet, as uploading the same products more than once with this sheet will duplicate them in the system, so please, always, work from a fresh download.
Edit Existing Products - Use this spreadsheet for working with general product data for products that are already saved in the system. This is the one you will want to use to adjust info about the product's category, title, descriptions, identifier codes (UPC, Manufacturer ID, SKU), status (active, deactivated, or deleted - if you want to delete products with an upload, use that last status, removing the line items doesn't remove a product from our system), and tax code, among other things.
Edit Existing Products, Long - This spreadsheet is only necessary if you need to work with your Long Descriptions. Please note, that the CSV format is plain-text only, so you will want to use that field only for simple block text. You can then go into the product and do any formatting you might need, e.g. bold, italics, bullet points, etc.
Add New Inventory - Use this spreadsheet if you want to add inventory quantities and costs to products you already have saved in the system. It will add a line-item entry to the product's inventory log with the new quantities and costs in place. Please note that only the Add Inventory, Add Cost, Edit Unlimited Inventory (to set it yes or no for unlimited inventory on the website), and the Inventory Note columns can actually be edited. The other fields will NOT update data changes.
Edit Existing Inventory - If you need to change inventory numbers or costs that are already in place for your products, you can use this spreadsheet. Please note that only the Edit Inventory, Edit Cost, and the Inventory Note columns can actually be edited. The other fields will NOT update data changes.
Edit Cost for Inventory with No Cost - This spreadsheet wins the award for Most Convoluted Name. It is also the best way to identify items in your system that have zero cost and add that cost for them. Please note that only the Cost column in this spreadsheet should be edited, the others are just for reference and will NOT update data changes.
Categories - This is a great spreadsheet to download and print out if you'll be doing a lot of work with your Category ID numbers, something you will need access to if you're moving products into different categories and/or adding them to multiple categories. This spreadsheet is purely for reference.
FabShop-Specific Inventory File - If you are a member of the FabShop product listing service, you can download this file to submit to them monthly so they can index your inventory with their directory service.
Product Images - This download gives you a list of all product images (in the Images tab and in the image below the pricing area for the product) along with the image URLs. This spreadsheet is for reference only and is not a way to bulk upload images. To learn how to bulk upload images, click here.
Google XML Product Feed - If you need to manually update your product listing with Google, you can download this file and submit it for that purpose.
SVP Export - This spreadsheet will contain data specific to Serialized Inventory you have sold and is used for SVP dealers. You can set the time frame you want the data to cover, and it provides useful bulk information about all serialized items sold during the period. If you are not an SVP dealer, this spreadsheet may still have useful information for you for reference on your serialized sales.
Other Bulk Functions
View Category IDs - In working with your spreadsheets, you will often need to be able to look up the simple ID number the system has given a category you are working with, so clicking on this link will give you a full, on-screen list of the Category IDs in the system. They will appear in the order they are listed in the Categories module, and you will be able to see which are subcategories and which are top-level parent categories. In the screen capture below, the number next to the category name is its Category ID.
View Vendor IDs - Several of the spreadsheets in the list above require the Vendor ID for a product with which it is set as the Preferred Vendor. Click this link for an on-screen reference of all of your Vendor IDs. Please note, that clicking this will take you away from the Bulk section of products, but you can hit your Back button on your browser to get back there if you still need it.
Store Locations - If you have multiple Locations set up in our system, you will need the Location IDs for each, as in the images above. These will be four or five digit numbers next to the Location Title. These are provided for your reference so that in the spreadsheets you can specify which products are associated with your various locations.
Upload Product Images - You can actually upload in bulk from anywhere in the system where you upload an image. Clicking this link will take you to Website > Files > Images, where you can click the Upload File button, then Add Files, and upload as many images as you like. We would recommend not doing more than about five-hundred images at a time. NOTE: If your image file names are exactly the same as a product SKU, UPC, or Manufacturer ID, when you upload them they will automatically merge into the product. Your image files should be either JPEG or PNG format and should be less than 4mb in size and less than 2000 pixels in the largest dimension. Images larger than this may not upload properly into the system.
This is another module that can add impact and results to your online marketing efforts. You can get to this part of the system by clicking on Products > Coupons in the blue Admin Toolbar. You can share a coupon code you create with customers in your store, through an email blast from our Marketing part of the system, or through social media. Doing all three will maximize the effectiveness of your promotion. Please note that Coupons you create will apply to all items added to the shopping cart, so be particularly careful with the option of giving a flat percentage off the entire order. Click the New Coupon button in the upper left to create a new coupon, and you can delete coupons by clicking the Delete button on the far right of the item's Title bar.
When creating a new coupon, all fields are required, so first name your coupon by entering a Coupon Title. This is for internal reference only. You will also want to make some kind of easy-to-use code. Your Coupon Code cannot have any spaces. Something intuitive that includes both letters and numbers will work well, for example, the Summer Clearance Blowout Sale listed below uses the code 'blowout2017', and that's a good code because it is easy for the customer to type in, and relates directly to the event itself, so it's intuitive. The Coupon Type will either be like the one pictured below, where a customer must spend $100 with you to get $25 off (and this will only trigger once, for example, if they spend $200, they still only get $25 off), or it will be a straight percentage off. Check the radio-button for the method you prefer, and enter the appropriate numbers, then click to Save the Coupon.
Please note that as long as a Coupon is active in the system, that coupon code will be usable in the web shopping cart. To stop a code from being active, you can just change the Coupon Code itself if you want to keep the coupon for future use. Or on the main page for your Coupons, you can delete any of them you need to. You can also use your Coupon Codes in the Register, just enter the code itself, and the system will apply the discount directly to the transaction for all items that are eligible for discounts. Please note, that in the Web Shopping Cart, items that you have set to not be eligible for Register discounts WILL be eligible for online discounts using Coupons!