Use this page to manage the products defined in the site's catalog. You can add, delete, and edit products. On this page you will find information that will help you to:
manage a variant's swatch and color images
change a product's workflow status
view the changes made to a product
create a new order and add a product to it
customize a product for a locale (international sites only)
Select the "Find a Product" tab.
Enter a search term in the "Search Term" text box. This can be a style number, keyword, product name, or category ID.
Use the "Search By" dropdown list-box to the search method to use.
Select "Find". A listing of all matches will appear below.
Find the product you wish to activate.
Check the "Active" check box to the right of the product name.
Find the product you wish to deactivate.
Uncheck the "Active" check box to the right of the product name.
Important: If you deactivate a product, OROMS removes the product if it currently exists in a customer's cart on the Store Front.
Find the product you wish to delete.
Select the "Delete" icon to the right of the product name.
Find the product(s) whose images you want to view.
Hover your mouse over the "Thumbnails" icon for each product. The thumbnail will be displayed in a pop-up window.
To view thumbnails for all the products at once, select the "Show Thumbnails" check box. The thumbnails will be displayed in the "Thumbnails" column.
Find the product whose images you wish to modify.
Select the "Product Name" or the "Edit" icon to the right of the product name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Merchandising", "Variants", "Files", "Dynamic Attributes" (available on non-international sites only), and "Categories". A "Locales" tab will be available if the site is an international site.
Select the "Variants" tab.
Select "Group by Color". The page will refresh and you will see a listing of the variants, grouped by the colors of the variants.
Select the "Edit" icon for the color group whose alternate color image or swatch image you want to modify. The bottom of the page will refresh and you will see settings for the color group.
To add a color swatch to the variant, select "Swatch Image -> Add Image". The image browser will appear and will fill the tab. Locate and the double-click the swatch image to add it and dismiss the image browser.
To change an existing swatch image, select "Swatch Image -> Remove". This will remove the existing image. Select "Swatch Image -> Add Image" to select a new image. The image browser will appear and will fill the tab. Locate and the double-click the swatch image to add it and dismiss the image browser.
To remove a swatch image, select "Swatch Image -> Remove".
To add an alternate color image in the variant's color, select "Recolored Image -> Add Image". The image browser will appear and will fill the tab. Locate and the double-click the color image to add it and dismiss the image browser.
To change an existing alternate color image, select "Recolored Image -> Remove". This will remove the existing image. Select "Recolored Image -> Add Image" to select a new image. The image browser will appear and will fill the tab. Locate and the double-click the new image to add it and dismiss the image browser.
To remove an alternate color image, select "Recolored Image -> Remove".
Select "Update Variant Group" to save the changes.
Find the product whose status you wish to change.
Select the "Product Name" or the "Edit" icon to the right of the product name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Merchandising", "Variants", "Files", "Dynamic Attributes" (available on non-international sites only), and "Categories". A "Locales" tab will be available if the site is an international site.
At the top of the page is a workflow status section that describes the current status of the product. You may only change the status of a staged version of the product.
Select the drop-down list box to expand it and see the statuses that you have permission to set the product to.
Select the desired status.
If the product is being scheduled for release to the website, the date and time when the product will be available may be entered in the "Release Date" fields.
Select "Save".
Find the product you wish to add a comment to.
Select the "Product Name" or the "Edit" icon to the right of the product name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Merchandising", "Variants", "Files", "Dynamic Attributes" (available on non-international sites only), and "Categories". A "Locales" tab will be available if the site is an international site.
Select "Attach Comment". A new window will appear.
In the window, enter your comment.
Select "Save & Close". The window will close.
The comment will appear in the "Record Summary" tab for the product.
Select "Back to Find Products" to return to the previous page.
Find the product you wish to review.
Select the "Product Name" or the "Edit" icon to the right of the product name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Merchandising", "Variants", "Files", "Dynamic Attributes" (available on non-international sites only), and "Categories". A "Locales" tab will be available if the site is an international site.
The "Record Summary" tab contains information on all the changes made to the product.
Use the "Audit Trail & User Comments" list box to view a list of the users who have made changes to the product.
Use the "Staged Changes: Variations from Master Record" list box to view a list of the changes that have been made to the product. Select "Edit" to the left of any change to move to the tab the change was made in.
Reports that are available are listed in the "Run Report" drop-down list box. To run a report, select the report and then select "Go".
Select the "Create a Product" tab.
Enter a name for the product.
Select "Create a Product". A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Merchandising", "Variants", "Files", "Dynamic Attributes" (available on non-international sites only), and "Categories". A "Locales" tab will be available if the site is an international site.
At the top of the page is a workflow status box that displays the current status of the product. New products are given a status of "New". Products with a status of "New", however, cannot be edited. The status must be changed in order to add additional information about the product.
Select the workflow status drop-down list box.
Select the "Work in Progress (WIP)" status. The status area will redraw and expand.
Select the "Save" button to save the new status.
Select "Record Summary" to view the changes that have been made to the product. For a new product, the only changes noted will be that the product was created and that the status was changed to "Work in Progress (WIP)".
Select the "Attributes" tab and fill in the attributes for the product. Many of the fields on this tab are self-explanatory. Information is provided below for selected fields:
Select or deselect the "Active" checkbox to make the product active or inactive. Inactive products do not appear on the website.
HTML tags can be used in the product name if desired.
Enter a start and end date and time for the product. If the start date is left blank, the product will start immediately. If the end date is left blank, the product will run indefinitely and will need to be deactivated by hand at a later date.
In the "Variant" drop-down list(s), select the label(s) that will be used on the product detail page for the variant drop-down lists. The first variant selected here will be the first variant that appears on the product detail page. Users will need to make a selection for that variant before they can make a choice in any variant lists that follow.
If the product is to be excluded from discounts, select the type(s) of discounts it should be excluded from: order discounts, shipping discounts, and/or item discounts.
A "Product Template" is used to customize the way a product will appear on the website. Select the product template to be used for this product. If a template is not selected, the product will appear according to the template defined for the category it appears in, or according to the default rules for the website.
The "Name" field in "Product Group" provides a way of grouping products together to be used in promotions. Enter the name of the group that the product should belong to for promotional purposes.
Select "Save Attributes" to save your changes.
Select the "Images" tab and enter the primary and alternate images for the product.
Select the "Add Image" button to browse to the image to be added. The image browser will appear and fill in the tab. Use the folder tree on the left hand side of the image browser to locate the folder the image is in. Once the image has been located, double-click it to add it to the product. The image browser will dismiss and the selected image will appear in the "Current Product Images" section of the tab. Repeat this step for each image for the product.
Alternative names are used by assistive screen readers and search engine spiders to identify the product. To change the alternate name chosen for the product, enter a new alternative name in the "ALT name" field. Select "Update" to save the change. Select "Restore Original" to restore the alternate name to the original alternative name created for the product.
In the "Current Product Images" section, select "Primary Image" for the primary image for the product. This will be the main image displayed on the website.
Deselect "Active" for any image that should not appear on the website.
Select the "Metadata" tab and enter the Search Engine Optimization (SEO) terms along with site search terms for the product. SEO terms are the terms that will be made available to internet search engines for the product. Site search terms are the terms that the product will be considered a match for when a user conducts a search using them. Select "Save Metadata" to save your changes.
Select the "Merchandising" tab to select cross-sell and up-sell products for the new product.
Select the type of relationship you want to work with in the "Category" drop-down.
Select the products and/or ensembles that should be related to the product with the "Add Product" and "Add Ensemble" buttons.
Order the products you added by clicking and dragging them in the list. The order in the list indicates the order that they should appear in on the product detail page. While there is a limit to the number of related items that will appear on the product detail page, items farther down on the list may appear if some of the top items are out of stock.
The "Products Purchased With" and "Products Ensembled With" list boxes will be empty, as this is a new product that has not yet been purchased.
Select the "Variants" tab and enter the variants for the product.
To create a new variant for the product, select the "Add New Variant" button. The page will refresh and you will see a number of fields to fill in with information for the new variant. Select "Save Variant" when you have entered all the information.
To associate an existing variant with this product, select the "Add Existing Variant" button. A new window will appear. Search for the variant by SKU or UPC number. If a matching variant is found, the window will disappear and the variant will be shown in a list on the "Variants" tab. Note - if the variant was associated with a different product, associating it with this variant will cancel the previous association and it will no longer appear with the other product.
Select the "Active" checkbox to make the variant active. Deselect the "Active" checkbox to make the variant inactive. Inactive variants will not appear on the website.
Select the "Files" tab to associate a file with the product.
Select "Add Product File" to add a file to the product. The page refreshes.
Select the type of file you are adding from the "Product File Type" drop-down list.
Enter the name of the file in the "File Name" field. Select "Select File" if you prefer to browse to find the file.
Enter a display name for the file in the "Display Name" field.
Select "Save File" to save the file. The page will refresh and you will be returned to the "Files" tab, which will show a list of the files associated with the product.
Select the "Dynamic Attributes" tab to enter dynamic attribute values for the product.
Use the "Set Product Type" drop-down list box to choose the product type that applies to the product. The page will refresh and you will see a listing of all of the attributes and their values for the attribute group.
Enter values for each attribute that the product has values for.
Select "Save".
Select the "Categories" tab to add the product to a category.
Select "Add Category" to choose the category the product will appear in. A new window will pop-up.
Use the controls in the new window to navigate to the category.
Select the category. The category will appear in the "Categories" tab, along with a message stating the product has been added to the category.
Continue selecting categories until all the categories the product should appear in have been chosen.
Close the category selecting window.
In the "Categories" tab, activate each category the product should begin appearing in.
If the site is an international site, select the "Locales" tab to customize attributes of the product for selected locales.
Select the edit icon to the right of a locale in the "Product Attributes" list. The page will refresh and you will be able to customize the product's name, template, description, more information content, image ALT text, meta description, meta keywords, or on-site search keywords. See Product Attributes by Locale for additional information. Select "Save Updates" after entering the new information.
Select the edit icon to the right of a locale in the "Product Price Attributes" list. The page will refresh and you will be able to customize the Manufacturer's Suggested Retail Price for the product. See Product Price by Locale for additional information. Select "Save Updates" after entering the new information.
Select the edit icon to the right of a locale in the "Product Variant Attributes" list. The page will refresh and you will be able to customize attributes for selected variants of the product. See Product Variant by Locale for additional information. Select "Save Updates" after entering the new information.
If you have sufficient privileges, you can modify the workflow status of the product at the top of the page and indicate that the changes for the product are complete. Set the status to the desired status. Products must be set to "Approved" before they will be scheduled to appear on the site.
Select "Back to Find Products" to return to the previous page.
Find the product you wish to edit.
Select the "Product Name" or the "Edit" icon to the right of the product name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Merchandising", "Variants", "Files", "Dynamic Attributes" (available on non-international sites only), and "Categories". A "Locales" tab will be available if the site is an international site.
Select the "Record Summary" tab to view the changes that have occurred with the product.
Select the "Attributes" tab to modify the attributes for the product. Many of the fields on this tab are self-explanatory. Information is provided below for selected fields:
Select or deselect the "Active" checkbox to make the product active or inactive. Inactive products do not appear on the website. Important: If you deactivate a product, OROMS removes the product if it currently exists in a customer's cart on the Store Front.
HTML tags can be used in the product name if desired.
Change the start and end date and time for the product as desired. If the start date is left blank, the product will start immediately. If the end date is left blank, the product will run indefinitely and will need to be deactivated by hand at a later date. Important: If you update the end date for a product so that its end date is earlier than the current date, OROMS removes the product if it currently exists in a customer's cart on the Store Front.
In the "Variant" drop-down list(s), select the label(s) that will be used on the product detail page for the variant drop-down lists. The first variant selected here will be the first variant that appears on the product detail page. Users will need to make a selection for that variant before they can make a choice in any variant lists that follow.
If the product is to be excluded from discounts, select the type(s) of discounts it should be excluded from: order discounts, shipping discounts, and/or item discounts.
A "Product Template" is used to customize the way a product will appear on the website. Select the product template to be used for this product. If a template is not selected, the product will appear according to the template defined for the category it appears in, or according to the default rules for the website.
The "Name" field in "Product Group" provides a way of grouping products together to be used in promotions. Enter the name of the group that the product should belong to for promotional purposes.
Select "Save Attributes" to save your changes.
Select the "Images" tab to modify the primary or alternate images for the product.
To add an image, select the "Add Image" buttom. The image browser will appear and fill in the tab. Use the folder tree on the left hand side of the image browser to locate the folder the image is in. Once the image has been located, double-click it to add it to the product. The image browser will dismiss and the selected image will appear in the "Current Product Images" section of the tab.
To change the alternate name for the product, enter an alternative name in the "ALT name" field. Select "Update" to save the change. The alternate name will be used by assistive screen readers and search engine spiders to identify the product.
Select "Restore Original" to restore the alternate name to the original alternative name created for the product.
To change the primary image of the product, select "Primary Image" for the new primary image in the "Current Product Images" section.
To remove an image, select "Delete" under the image to be removed in the "Current Product Images" section
Select/deselect "Active" to activate/deactivate any image. Only active images will appear on the website.
Select the "Metadata" tab and enter the Search Engine Optimization (SEO) terms along with site search terms for the product. SEO terms are the terms that will be made available to internet search engines for the product. Site search terms are the terms that the product will be considered a match for when a user conducts a search using them. Select "Save Metadata" to save your changes.
Select the "Merchandising" tab to modify the cross sells and up sells for the product. Cross sells and up sells will appear on the product details page for this product.
Select the type of relationship you want to work with in the "Category" drop-down.
Add products and/or ensembles to the "Manual Associations" list with the "Add Product" and "Add Ensemble" buttons.
Modify the order of products in the "Manual Associations" list by clicking and dragging them in the list. The order in the list indicates the order that they should appear in on the product detail page. While there is a limit to the number of related items that will appear on the product detail page, items farther down on the list may appear if some of the top items are out of stock.
Select the "Remove" icon to remove a product from the "Manual Associations" list.
View products this product has been purchased and/or ensembled with by selecting a timeframe from the "Pull products from the following date range" list box.
Move products from the "Products Purchased With" or "Products Ensembled With" list to the "Manual Associations" list by selecting the "Assigned" checkbox. You may then order the added product along with the other products in the "Manual Association" list.
Select the "Variants" tab to modify the variants for the product.
To modify a single variant, select the "Show All" button to see all the variants. Select the "Edit" button for the variant you wish to change. The page refreshes and you can make changes for the variant. Select "Save Variant" to save your changes and return to the main "Variants" tab.
To modify a group of variants, select "Group by Size" or "Group by Color". The page refreshes and a list of the groups of variants will be shown. To view all of the variants in one of the groups, select the "View All" icon for that group. The page refreshes and you will see a list of the variants in that group. To make the same change to all of the variants in one group, select the "Edit" icon for that group. The page will refresh and a listing of the items that can be modified for the group will be displayed at the bottom of the page. Make your changes, then select "Update Variant Group" to save them.
Select the "Files" tab to modify the product files for the product.
Select the "Dynamic Attributes" tab to modify dynamic attribute values for the product.
Use the "Set Product Type" drop-down list box to choose the product type that applies to the product.
Modify values for each attribute that the product has values for.
Select "Save".
Select the workflow status drop-down list box at the top of the page to change the workflow status.
Select "Back to Find Products" to return to the previous page.
If the site is an international site, select the "Locales" tab to modify attributes of the product for specific locales.
To modify a product's name, template, description, more information content, image ALT text, meta description, meta keywords, or site search keywords, select the edit icon to the right of the locale in the "Product Attributes" list that you wish to modify them for. The page will refresh and you will be able to make the appropriate changes. See Product Attributes by Locale for additional information. Select "Save Updates".
To modify a product's Manufacturer's Suggested Retail Price, select the edit icon to the right of a locale in the "Product Price Attributes" list that you wish to modify it for. The page will refresh and you will be able to make the appropriate changes. See Product Price by Locale for additional information. Select "Save Updates".
To modify a product variant's color name, size name, or taxable status, select the edit icon to the right of a locale in the "Product Variant Attributes" list that you wish to modify them for. The page will refresh and you will be able to make the appropriate changes. See Product Variant by Locale for additional information. Select "Save Updates".
Find the product you wish to preview.
Select the "Product Name" or the "Edit" icon to the right of the product name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Merchandising", "Variants", "Files", "Dynamic Attributes" (available on non-international sites only), and "Categories". A "Locales" tab will be available if the site is an international site.
Select the "Preview" button. A new instance of your browser will be brought up with a preview of the product in it.
Close the browser instance when done previewing.
Select "Back to Find Products" to return to the previous page.
Find the product you wish to add to an order.
Select the "View" icon to the right of the product. A dialog box will appear.
Enter the quantity of the product to be purchased in the "Quantity" text field.
Select "Add to Cart".
A confirmation box will appear asking if a new order should be started and the product added to the order. Select "Yes".
The Site Manager screen will refresh and the Customer Service->New Order screen will be displayed. The selected product will appear in the order.
Find the product you wish to preview.
Select the "Product Name" or the "Edit" icon to the right of the product name. A new page appears with tabs for "Record Summary", "Attributes", "Images", "Metadata", "Merchandising", "Variants", "Files", "Categories" and "Locales".
Select the "Locales" tab. The page will refresh and you will see a lists of locales, divided according to the type of product attributes that you can customize.
To customize a product's name, template, description, more information content, image ALT text, meta description, meta keywords, or site search keywords, select the edit icon to the right of the locale in the "Product Attributes" list that you wish to modify them for. The page will refresh and you will be able to make the appropriate changes. See Product Attributes by Locale for additional information. Select "Save Updates".
To customize a product's Manufacturer's Suggested Retail Price, select the edit icon to the right of a locale in the "Product Price Attributes" list that you wish to modify it for. The page will refresh and you will be able to make the appropriate changes. See Product Price by Locale for additional information. Select "Save Updates".
To customize a product variant's color name, size name, or taxable status, select the edit icon to the right of a locale in the "Product Variant Attributes" list that you wish to modify them for. The page will refresh and you will be able to make the appropriate changes. See Product Variant by Locale for additional information. Select "Save Updates".