Overriding
global Product Item settings
Any of the global tax, shipment and general settings applying to all items can
be overridden on a product-by-product basis using the sub-tab settings on the
Item Pricing tab.
Altering General Settings on an individual
product
The General sub-tab on the Item Pricing tab allows you to control, or override,
the individual settings for a particular product.
The tab allows you to set:
1) The default quantity for the product (and the units it is measured in),
2) The minimum quantity (if necessary)
3) The Unit of measurement
4) Whether customers can order fractional quantities (e.g. 1/8 lb of cheese).
Allowing
fractional quantities
If the products you sell come in quantities not based on whole numbers (e.g.
fresh foodstuffs such as cheese or meat), you can allow customers to input fractional
quantities when they select the particular product.
To allow fractional quantities to be entered by customers,
1. Select the relevant Product Item in the List View
2. Flip to the Item Pricing tab
3. Ensure that the General sub-tab at the bottom is active
4. Check the 'Allow Fractional Qty' check box
Keeping 'Allow
Fractional Qty' unchecked (i.e. Disallowing fractional quantities) will ensure
that when a customer attempts to enter a quantity that is not a whole number,
a warning message is launched informing them that fractional quantities cannot
be entered.
Setting a minimum quantity
Setting a minimum quantity ensures that a customer cannot order a quantity less
than the minimum you set. Should the customer attempt to order a quantity less
than the set minimum, a warning message is launched informing them of the minimum
quantity allowed.
To set a minimum quantity per product:
5. Select the relevant Product Item in the List View
6. Flip to the Item Pricing tab
7. Ensure that the General sub-tab at the bottom is active
8. Set the 'Set Min Qty' field to your desired quantity
Setting measurement units for a product
The 'Unit' field allows you to set the measurement units (i.e. the determinate
quantity adopted as a standard of measurement) for your particular product.
The unit inserted here will simply assist in the ordering process, as it will
be displayed alongside the quantity in the Order Form.
The unit of measurement is purely referential and will not have any affect on
the pricing or any other calculation for the order.
To set the measurement units for a product:
1. Select the relevant Product Item in the List View
2. Flip to the Item Pricing tab
3. Ensure that the General sub-tab at the bottom is active
4. Set the 'Unit' field to your desired unit value
Altering
Tax Settings on an individual product
The Tax sub-tab on the Item Pricing tab allows you to control, or override,
the individual tax settings for a particular product.
1) Tax Group relevant to that product (if different from the default)
2) The ability to override the global tax inclusion settings for the Retail Price and Alt Price of the product.
Applying a Tax Group to a product
Each individual product can have a special tax group (instead of its default
tax group) applied to it.
From the Tax Group dropdown menu, select the relevant tax group for that item.
The tax groups in this menu are set up on the Tax Groups tab in Tax setup.
Displaying your prices with or without tax
The default setting determining whether your Retail Price and Alt Price are
displayed with or without tax (which is set on the Local Taxes tab in Tax setup)
can be overridden on a product-by-product basis.
Either check or uncheck (depending on what you default setting is) the 'Retail
Price' and the 'Alt Price' check boxes to include or exclude tax in the display
prices.
Setting Individual Product Discounts
The Discount sub-tab on the Item Pricing tab allows you to set a discount rule
for that particular item.
The individual product discount is based on the number of that particular item
purchased (and not total value of order as in the global discounts).
To apply a discount to an individual product:
1. Access the Discount sub-tab on Item Pricing
2. Set the number of items required to be purchased in order to trigger the discount
3. Select whether the discount is a percentage discount, or a free gift
4. If the discount is a free gift, you can select that gift from anywhere in the store using the dropdown menu
Altering Shipment Settings on an individual product
The Shipment sub-tab on the Item Pricing tab allows you to set an individual
shipping charge for that particular item that either overrides, or is added
to, the default shipment costs.
Applying a flat rate shipment charge for an individual product
On the Shipment sub-tab on Item Pricing insert the flat rate amount in the 'Apply
a Flat Rate Charge ofÂ…' field. The amount inserted here will only apply to that
product.
The flat rate charge can be added on top of your standard shipping costs by
checking 'In addition to standard shipping'.
Checking the 'Charge based on quantity ordered' check box will ensure that the
flat rate charge applies for each unit of the item ordered.
For example, if a sports store sets a flat rate shipment charge of $50 for any
bicycle purchased in the store, and a customer orders two bicycles, then the
flat rate charge will be $100. If the customer orders three bikes the flat rate
charge will be $150.
Adding Product Selectors to your Product Item
The Product Selectors are the fields and dropdown menus presenting the customer
with all the variable options available for that product. These include:
1) the primary options,
2) the secondary options,
3) the quantity field,
4) the 'info' button,
5) the 'buy' button,
6) any custom fields you may add to a product.
The Product Selectors
that are present as part of the product are determined by the Product Selectors
you choose to include (or add yourself) in the Item template for that product.
You can include the combinations of the Product Selectors on the normal view
alone; the normal view and the expanded view or the expanded view alone.
Labelling your Product Selectors
EROL will not automatically label your Product Selectors (i.e. It will not place
the word 'Quantity' next to the quantity field). You will need to insert your
own labels if you require them by using the Item Template Builder.
Adding a Custom Field to your Product Item
Any Product Item can have form element(s) associated with it allowing the customer
to input customer-defined options. These customer-defined values will get carried
through to the order form and sent along with the order.
The form elements you can add to a product item are:
- Text box
- Check box
- Radio button
- Combo box
To insert a form element:
1. Launch the EROL HTML editor (this can be done in the 'description' field as well as in the Template Editor for any Product Item).
2. Click the 'Insert Form Element' button
3. Select the form element you wish to add, and assign it a name and a value
4. Click 'OK' to insert it
There is no limit
to the number of form elements you can add to any single Product Item.
Note: Form elements are only intended for use with Product Items. Although EROL
will allow you to add form elements to Display and Link items, they will have
no effect on what gets sent to the order form.
Selecting a Product Item template (for Normal View and Expanded View)
When you add a Product Item to a page, it will be inserted using one of default
Product Item templates available on the Item Template tab.
The list of templates will be the same for the 'normal view' and the 'expanded
view'. The 'normal view' and the 'expanded view' can however have a different
template assigned to each.
To assign a different layout template for the 'normal view', select a new template
from the template dropdown menu on the 'Normal View' template sub-tab.
To assign a different layout template for the 'expanded view', select a new
template from the template dropdown menu on the 'Expanded View' template sub-tab.
The template dropdown is populated with all pre-built Product Item templates,
as well as any others you have created and added to the list. The list will
be the same for the 'normal view' and the 'expanded view'.
You can create a new - or modify an existing - template by clicking on the 'Edit'
button. This launches the EROL Template Editor.
Previewing your Product Item
Once you have inserted all the details and elements that make up the Product
Item, you can preview what the 'normal view' and the 'expanded view' is going
to look like in the template preview on the Item Template tab.
The template preview on the Item Template tab provides two views for your Item
1. A template display
2. An actual display
The template display
provides a theoretical display of the Item based on the elements included in
the template.
The actual display provides an accurate display of what the item will look like
in the page based on the details and image(s) you have inserted for that item.
Setting a default Product Item Template
You can set a default Product Item that will be applied - by default - to all
new Product Items you add to your store.
To do this,
1. Select Tools > OptionsÂ… from the main EROL toolbar
2. Click the 'Product Defaults' button
3. Set up your default Product settings
4. Click the 'Templates' button
5. From the 'Product Item Template' dropdown, select your default Product template.
6. Click 'Save and Close'