Products

Products

Products are physical items or services that sales teams can order from the portal.   Products are managed in Marketing Tools --> Products in the admin application.

Key Concepts

  1. Products can be physical items, such as samples or promotional items, or services, such as an offline marketing program.  
  2. Products must be fulfilled by a Vendor.  You can manage vendors in the admin application and assign a vendor to each product.
  3. You have the option of defining pricing for the product, but no actual payment is taken when ordered.

Product List

  1. When first visiting the page, a list of all products appears. 
  2. You may search for an asset by entering part of the name or code in the search box.  
  3. By default, deleted assets are not shown.  To include deleted assets, use the Include Deleted toggle.

Add a Product

To create a new product, click the Add Product button.  This opens a window asking for minimal information to create a product:
  1. Name and part number are required
  2. The Start and End dates allow you to define a timeframe for when the product will be available in the portal.  An example of this is a seasonal item that you only want available for a limited period of time.  These fields are optional if the product should be available indefinitely (until deleted).
  3. The brief description is used in the product list screen in the admin and the portal.
  4. The Vendor field allows you to select which vendor will handle orders for the product.
  5. The handling fee is a fixed amount that will be applied to each product order, regardless of quantity.
  6. Brand Wings allows you to create a table of pricing information, based on quantity range.  Enter the first range of pricing information here along with the per-item weight.
  7. Provide the primary image for the product in the Upload Product Image area.  You will have the ability to add additional images when editing an existing product.
  8. The Description area is for a more detailed description of the product and is displayed on the product detail screen in the portal.

Product Detail

To manage or edit a product, click on the "See More" link next to the product.  This opens the product detail page.  The product detail page is arranged into 6 tabs:
  1. General: This includes fields covered in the previous "Add a Product" section of this document.  Vendor Instructions are also available.  Any information entered here will be passed on to the vendor when there is a product order.
    1. To assign labels to the product, click the plus (+) sign in the label section.  Note that labels must be predefined in the Labels area.
    2. To delete the product, click the delete button.
    3. Be sure to click the Save Changes button after making changes on this tab
  2. Images: You may upload up to 10 images for the product.  All 10 will be made available in the portal.  
    1. To Add an image, click or drag on an empty image position and select an image from your device.
    2. To Delete an image, click on the Trash icon under the image.
    3. To change the order of the images, click and drag the images. The first image is the image that will be used in the Product List view.
  3. Pricing: If you wish to include pricing information for the product, you can manage the pricing table here.
    1. To add a new price range, click "Add New Price"
    2. To edit an existing price range, click the pencil icon next to the pricing row
    3. To delete an existing price range, click the trash icon next to the pricing row
  4. Permissions: Define access to this product in the portal.  There are two types of controls for managing access.  These controls work together:
    1. Roles: Select which defined Sales Team Roles will have access to the product.  By default, "All Sales Team Roles Allowed" is selected
    2. Sales Teams: Select which specific Sales Teams will have access to the product.  By default, "All Sales Teams Allowed" is selected
  5. Activity Stream: Shows Portal activity associated with this product.  This can be useful for understanding which users and teams use the product as well as the frequency of usage.
  6. Audits: Shows all activity associated with the product.