Page: Product Setup

Modified on 05/15/2017 06:58 AM by Administrator — Categorized as: Uncategorized

The Product Setup area is where you manage products for adding to events. Product Setup manages the following three area(s):







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Product Category

Product Categories known to the site are listed here. You can add new categories or edit the ones already defined.




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Add a Product Category

To add a new product type to your site:

  1. Click the Add new category link (or the "plus sign" beside it) to add a new product category.


  2. In the text box that appears, Enter a name for the product category.


  3. Select the Active option below the name text box to make this product category available for adding to events.


  4. Click Insert to save the product category, or click Cancel to discard your changes and return to the list of existing product categories.


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Change a Product Category

To change a product category that is already defined on your site:

  1. Click the Edit link to the right of the product category name for the product category you wish to modify.


  2. Make your changes to the current information. You can change the name of the category and its status (active or disabled).


  3. Click Update to save your changes, or discard your changes and leave the edit mode by clicking Cancel.


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Delete a Product Category

Product Categories, once in the system, cannot be deleted. If the product category is no longer in use you can disable the product category to prevent it from being added to events.


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Disable a Product Category

Product categories can be disabled to prevent future use by event authors on the Create an Event Page.

To disable a product category that is already defined on your site:

  1. Click the Edit link for the product category you wish to disable.

  2. Click the Checkbox labeled, "Active", ensuring that a check mark is not present in the box.

  3. Click Update to save your changes, or discard your changes and leave the edit mode by clicking Cancel.


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Product Fields

Product Fields offer a means of collecting additional information for items. A visitor is prompted to provide this information when they register for an event or add an item to their cart.



By default Event Publisher allows for collection of predefined information for items. Examples of these predefined fields are:

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Creating Product Fields

Product Fields allow for creation and management of a customized list of information that can be collected when any item is added to the cart.



It is important to note that Product Fields can be used for or any item added to an event. Additionally, Product Fields are made available to all calendar sites in your instance of Event Publisher.

When creating Product Fields you can select to collect information in one of four ways; Text, Yes/No, Single Choice, or Multiple Choice.


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Display Name

This text field is the value to be displayed as a title when an item that uses this product field is added to the cart. For example, if you need to collect the registrants highest level of education completed an appropriate display name could be: highest level of education completed.

Please note, this field is limited to a total number of 50 characters.


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Enabled

This checkbox is used to indicate the product field status of enabled or disabled. An enabled product field will display on the list of available item questions when creating or editing an event. A disabled product field will not be displayed on the list of available item questions when creating or editing an event.

Clicking on the check box controls if a product field is enabled or disabled. If the check box is blank (unchecked) the product type is disabled. If the check box has a check mark symbol (or is checked) the product field is enabled.

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Type

This drop down menu controls how (and in certain cases what) information is collected for this product field. Visitors will be prompted for this information when an item that uses this product field is added to the cart. You can only select one option from the list of available types, each of the available options is described below.



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Insert / Update / Cancel

When working with Product Fields there are three possible actions, theses action are: Insert, Update, and Cancel. Clicking Insert will add a new product field to the list. Selecting Update will save any changes that you have made to an existing product field. Lastly choosing cancel will discard all changes to the new or existing product field and return to the list of existing product fields.
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Product Templates

Allow for the creation of preconfigured items with set quantities, names, and information collection settings.



Using product templates allows your site administrator to create items that you can quickly add to an event for registration, tickets, or purchasable items.


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Creating Product Templates

It is important to note that Product Templates can be used by any user creating events. Additionally, Product Fields are made available to all calendar sites in your instance of Event Publisher.



  1. Click Add new template.


  2. When creating Product Templates you can set the following:
  3. Click the link labelled, "Insert".


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Other functions

Click Refresh or the icon beside it to reload the list of known product types from the database.