Catalogue Items Guide

You cannot create a new catalogue item from the listing or detail screen.

You can:

1.- Create an article using one of these templates:

• Simple Event
• Advanced Event
• Product
• Advanced Product

Control > Publish > Articles > Standard Item Edit

After its creation click on the eCommerce button:

- and you will be presented with the Catalogue Item Add/Edit screen.

Fill in the required fields and create the related product catalogue item.

2.- You can also create a catalogue item from a media item.

Control > Media > Media Items > Media Item (detail screen)

Using the same method as with an article, click on the eCommerce button:

- and fill in the requiered fields on the next screen.

3.- You can also create a catalogue item (or several) by means of an import.

Control > Commerce > Catalogue Items Import

Note: make sure to use the latest sample file (Main > File: "download a sample xlsx file here") so that the import is successul and you dont miss any key fields that need values.

For more information on catalogue item imports, please see the Importing and Exporting Catalogue Items guide.

Fields:

• Name:
• This will be the name of the catalogue item you are going to create
• Catalogue ID:
• Enter your own alphanumerical reference for this Catalogue Item.
• Product Line:
• Select the required product line for this Catalogue Item.
• Product Category:
• Select the required product category for this Catalogue Item.
• Catalogue Group Title:
• Enter the title displayed on the basket when this item is part of a Catalogue Group. e.g. Monthly Subscription Direct Debit, Monthly Subscription Credit Card, etc. (this is needed to differentiate between the items within a Catalogue Group)

Fields:

• Price (row):
• Previous Price
• Cost Price
• Price Note
• Valid From
• Valid To
• Currency
• Security
• ValidFrom1
• ValidTo1
• Sell Only In
• Select to only allow sales of this item in the currency selected here
• Maximum Quantity Limit:
• Use this field to set a limit on how many of these items each customer can purchase; e.g. 1. if you enter '0', it denotes no limit on the item
• Coupons & Discounts:
• Tick option to allow Coupons and Discounts to be assigned to this Catalogue Item
• Special Offers:
• Tick to make this item a Special Offer. This will apply the Special Offer Image overlay (from the Store Profile) to the product image
• Tax Rule Override:
• Select if you wish to override the Tax Rule from the Store Profile for this Catalogue Item. This only applies versus the default Tax Rule as set on the Store Profile, so that if you have a 20% tax as default and wish to set a 5% Tax Rule on this catalogue item then you will use this. Otherwise not. Note that for different taxation levels in different countries, that is managed through Trading Zones, whereby you assign individual Tax Rules to specific trading zones. Note also that you only select a single Override Tax Rule per Store
• Payment Method:
• Select the Payment Method to be used on this Catalogue Item. If a Payment Method is selected, the customer will only be able to add items to the basket with the same Payment Method and for Direct Debit and Continuous Credit Card payments, only one item can be purchased at a time. Note: This is required if this item is to be added to a Product Group. If left blank, all available Payment Methods will be displayed on the Checkout (for items not part of a Catalogue Group)
• Trading Zone:
• Select the single Trading Zone to be applied to this Catalogue Item. If left blank, the currency will be automatically worked out based on the address of the customer

Fields:

• Shipping:
• Tick option to enable Shipping Costs to be assigned to this Catalogue Item
• Shipping Status:
• Enter Shipping Status text for delivery; e.g. Ships Now, or Shipping in 24 Hours
• Google Merchant Centre Shipping Price:
• Define a shipping price to export to Google Merchant Centre, this will have no effect on the actual shipping price which is defined by the relevant shipping profile
• Weight:
• Enter the weight of this Catalogue Item if applicable. Weight Units are set on Store Profiles, Kilograms tends to be the default value
• Deliver Via Access Point:
• Tick to enable delivery of this catalogue item via Access Points
• Inventory:
• Tick option to enable Inventory Management on this Catalogue Item
• Stock Level:
• Enter the number of units you have in Stock for this Catalogue Item
• Stock Location:
• Enter in a location for this stock item
• Delivery Time Frame:
• Select the delivery time frame to apply to this catalogue item
• Non-Availability Status:
• Enter an non-availability status message for this catalogue item, e.g. Temporarily Unavailable, In Print, Awaiting Delivery
• Original Pledge Inventory Level:
• Enter the number of pledge items available for this category item. This amount should not change and will be displayed as "x of y remaining" with y being the amount entered here (as items are sold, x will reduce and customers will not be allowed to purchase more than are available. If left blank, this will not be displayed)

Fields:

• Enable Subscription:
  • When this option is ticked, subscription fields are activated (please note that all Digital Goods Catalogue Items must have the subscription attributes defined)
• Deferred Income: 
  • The Deferred Income field will only work in conjunction with the Subscription Duration fields in one of the following combinations (Deferred Income / Duration):
  • a). Monthly / (3 Months, 6 Months or Year)
  • b). Bimonthly / (6 Months or Year)
  • c). Quarterly / (6 Months or Year)
  • d). Biannually / (Year)
  • Note: for automatic renewals via Stripe or GoCardless, the Duration must be 1 Month, 1 x 3 Month, 1 x 6 Month or 1 Year
• Subscription Payment Duration:
  • Select the payment period for the subscription over the course of the year, e.g. 12 monthly payments, 4 x 3 month payments, 1 yearly payment. This also determines the length of the paid subscription
• Duration Number:
  • Enter the duration units with reference to the above Subscription Payment Duration, e.g. 12 monthly payments, 4 x 3 month payments, 1 yearly payment
• Allow Different Start Date: 
  • Select to allow the purchaser to select a different subscription start date. A date field will be displayed on the basket screen
• Automatic Renewal: 
  • Automatic Renewal cannot be used in conjunction with a Duration Period of Hours or Days (the Duration Number must be set to 1)
• Renewal Catalogue Item:
  • Select the renewal catalogue item. This could be used where there is a price change, the original item is no longer on sale or there are new benefits

Fields:

• Capture Contact Details:
• Choose an option to assign contact details with the Order Line Item
• This means that customers can add Contacts to the order (based on quantity purchased, a specified quantity or unlimited contacts), particularly useful for managing event delegates or course participants
• By default, customers will be required to fill in Contact's First Name, Last Name and Email post-purchase or through their My Account screen
• Number Of Contacts:
• Please input the number of contacts to assign for this catalogue item. This field is only relevant if you selected By Quantity Specified in the above dropdown
• Capture Additional Details:
• Select to capture additional details of the Contacts. Ctrl-Click / Cmd-Click to select multiple options
• Custom Field 1:
• Enter custom label to request further information about the Contact
• Custom Field 2:
• Enter custom label to request further information about the Contact
• Custom Field 3:
• Enter custom label to request further information about the Contact
• Add To Contact List:
• Select the Contact Lists to add assigned Contacts to. Contacts will only be added to the Contact List once you Create Contact or Merge Contact on the Attendees management screen
• Allow User Cancellation:
• Select to allow users to cancel attendance only on free bookings or bookings made using Event Credits
• Cancellation Cutoff Days:
• Enter the number of days prior to the event start where users can cancel their attendance. This is calculated against the Event Start set on the Article

Fields:

• External ID:
• Enter External alphanumerical reference for this Catalogue Item
• Product Message:
• Enable this to allow for customers to add a custom or predefined message at the checkout stage
• Acknowledgement Message:
• Enter a short message or instruction displayed on the Acknowledgement screen for users who purchase this item. This may be useful for adding a link to a certain screen after purchase
• Age Restriction:
• Select any Age Restriction which applies to this item
• ISBN:
• Enter the ISBN (International Standard Book Number) for the product
• ASIN:
• Enter the ASIN (Amazon Standard Identification Number) for the product
• EAN:
• Enter the EAN (European Article Number) for the products
• UPC:
• Enter the UPC (Universal Product Code) for the products
• GTIN:
• Enter the GTIN (Global Trace Item Number) for the products
• Store Credit Multiplier
• Use this setting to set the multiplier for the Catalogue Item. This will allow some items to have double / triple credits allocated, as well as having exemptions which have no credits

Fields:

• Allow As Gift:
• Select to enable this catalogue item to be sent as a gift
• Gift Option Default:
• Select to enable the Gift option to be selected as default on the basket
• Gift Message Subject:
• Enter a Subject for the gift message
• Gift Message Body
• Enter a Message Body for the gift message. If Enable Subscription is also selected, this message will be sent on the day the subscription starts
• Note: The recipient will need to register and login to access the subscription
• You can use the following placeholders within the message: [_Recipient_First_Name_], [_Recipient_Last_Name_], [_Sender_First_Name_], [_Sender_Last_Name_], [_CatalogueItem_], [_Start_Date_].]

Fields:

• Catalogue Attribute Profile:
• Select Catalogue Attribute Profile

Fields:

• Permission:
• Select up to 5 permission statements to be listed in a popup to validate a user's eligibility to purchase this item. If more than one permission is selected, they will be listed with radio buttons, otherwise a checkbox will be displayed
• Disclaimer:
• Select a disclaimer to be displayed in a popup to confirm a user's acceptance before purchasing this item. If used in conjunction with the Permission field, the disclaimer will be displayed after the permission is selected

Fields:

• Security Clearance:
• Use the drop-down to select a Content Security Right with which to restrict viewing access to this Catalogue Item

Fields:

• Sale Start:
• Choose the date and time when this item will be on sale
• Sale End
• Choose the date and time when this item is removed from sale
• On Sale:
• Tick this option to put this Catalogue Item On Sale
• Syndication To Stores:
• Select to syndicate your catalogue items to external stores, e.g. Amazon