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| merchant_guide:products [2009/07/07 18:34] – earlyimpact | merchant_guide:products [2010/04/22 15:34] – external edit 127.0.0.1 |
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| ====== Adding and Managing Products ====== | ====== Adding and Editing Products ====== |
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| ===== What is a Product ===== | ===== What a Product is ===== |
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| For a definition of what a Product is in the SubscriptionBridge system, please see the [[:glossary|Glossary]]. | For a definition of what a //Product// is in the SubscriptionBridge system, please see the [[:glossary|Glossary]]. |
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| ===== Adding a New Product ===== | ===== Adding a New Product ===== |
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| To add a new Product to one of your stores, do the following: | To add a new //Product// to one of your stores, do the following: |
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| * Click on //Stores// in the Merchant Center navigation | * Click on //Stores// in the Merchant Center navigation |
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| * **Product Reference Name** \\ This field is required. The Reference Name is the product's name within the SubscriptionBridge Merchant Center. It is not shown to customers. It helps you quickly identify the Product in the Merchant Center, so it does not need to be customer friendly, but rather useful to you and your staff (e.g. it could be an internal product code that you and your staff are familiar with). | * **Product Reference Name** \\ This field is required. The Reference Name is the product's name within the SubscriptionBridge Merchant Center. It is not shown to customers. It helps you quickly identify the Product in the Merchant Center, so it does not need to be customer friendly, but rather useful to you and your staff (e.g. it could be an internal product code that you and your staff are familiar with). |
| * **Terms Required** \\ This setting only applies if you are using the [[:simpleintegration:simpleintegration|Simple Integration]]. You can specify whether customers should be asked to acknowledge and accept a "Terms & Condition" document when activating a subscription for a Package that includes this Product. Since the //Terms & Conditions// change depending on the front-end language chosen by the customer (assuming you have enabled multiple languages in your store), the //Terms & Conditions// document is not entered on this page, but rather on the Names & Descriptions page (see below), which supports multi-lingual entries. | * **Terms Required** \\ This setting only applies if you are using the [[:simpleintegration:simpleintegration|Simple Integration]]. If you are using a [[cartintegration:cartintegration|shopping cart integration]], this feature has likely been built into the shopping cart integration and available to you as part of the shopping cart administration features. \\ You can specify whether customers should be asked to acknowledge and accept a "Terms & Condition" document when activating a subscription for a Package that includes this Product. Since the //Terms & Conditions// change depending on the front-end language chosen by the customer (assuming you have enabled multiple languages in your store), the //Terms & Conditions// document is not entered on this page, but rather on the Names & Descriptions page (see below), which supports multi-lingual entries. |
| | <note important>Laws are different in different countries, but as a merchant you are typically required to obtaining specific consent from your customers to bill them on a recurring basis. So make sure that you include that language in your Terms & Conditions. E.g. "You agree that your credit card will be billed every..."</note> |
| * **Is Product Shippable?** \\ This setting only applies if you are using the [[:simpleintegration:simpleintegration|Simple Integration]]. The settings allows you to indicate to the SubscriptionBridge shopping cart whether a shipping charge should be added to the subscription. | * **Is Product Shippable?** \\ This setting only applies if you are using the [[:simpleintegration:simpleintegration|Simple Integration]]. The settings allows you to indicate to the SubscriptionBridge shopping cart whether a shipping charge should be added to the subscription. |
| * **Flat Ship Rate** \\ This setting only applies if you are using the [[:simpleintegration:simpleintegration|Simple Integration]]. The settings allows you to indicate to the SubscriptionBridge shopping cart what the shipping charge should be. If you need a more complex kind of shipping calculation (e.g. dynamically retrieving shipping rates from UPS or FedEx), we recommend that you use an e-commerce system that supports SubscriptionBridge and that matches your needs. You can find a list under [[:cartintegration:cartintegration|Shopping Cart Integration]]. | * **Flat Ship Rate** \\ This setting only applies if you are using the [[:simpleintegration:simpleintegration|Simple Integration]]. The settings allows you to indicate to the SubscriptionBridge shopping cart what the shipping charge should be. If you need a more complex kind of shipping calculation (e.g. dynamically retrieving shipping rates from UPS or FedEx), we recommend that you use an e-commerce system that supports SubscriptionBridge and that matches your needs. You can find a list under [[:cartintegration:cartintegration|Shopping Cart Integration]]. |
| * **Is Product Taxable?** \\ This setting only applies if you are using the [[:simpleintegration:simpleintegration|Simple Integration]]. The settings allows you to indicate to the SubscriptionBridge shopping cart whether the product/service is taxable. Taxes will be calculated as described under [[:merchant_guide:add-store#tax-settings|Tax Settings]]. If you need a more complex kind of tax calculation, we recommend that you use an e-commerce system that supports SubscriptionBridge and that matches your needs. You can find a list under [[:cartintegration:cartintegration|Shopping Cart Integration]]. | * **Is Product Taxable?** \\ This setting only applies if you are using the [[:simpleintegration:simpleintegration|Simple Integration]]. The settings allows you to indicate to the SubscriptionBridge shopping cart whether the product/service is taxable. Taxes will be calculated as described under [[:merchant_guide:add-store#tax-settings|Tax Settings]]. If you need a more complex kind of tax calculation, we recommend that you use an e-commerce system that supports SubscriptionBridge and that matches your needs. You can find a list under [[:cartintegration:cartintegration|Shopping Cart Integration]]. |
| * **Active** \\ This field defines whether the Product is active or not. If the Product is inactive, then FIXME (add info about what happens) | * **Active** \\ This field defines whether the Product is active or not. |
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| ==== Names & Descriptions ==== | ==== Names & Descriptions ==== |
| * **Language** \\ Select a language from the list of active languages for the Store | * **Language** \\ Select a language from the list of active languages for the Store |
| * **Name** \\ Enter a name for this Product in the Language you have selected. This entry is shown to customers in the SubscriptionBridge front-end (e.g. in the SubscriptionBridge Shopping Cart, Customer Center and in e-mail Notifications). | * **Name** \\ Enter a name for this Product in the Language you have selected. This entry is shown to customers in the SubscriptionBridge front-end (e.g. in the SubscriptionBridge Shopping Cart, Customer Center and in e-mail Notifications). |
| * **Description** \\ Enter a description for this Product in the language you have selected. This entry is shown to customers in the SubscriptionBridge front-end. | * **Description** \\ Enter a description for this Product in the language you have selected. This entry is shown to customers in the SubscriptionBridge Shopping Cart only. Descriptions are not used in e-mail notifications. |
| * **Terms** \\ Enter Terms & Conditions that customers need to agree to when subscribing to this product or service (if applicable). | * **Terms** \\ Enter Terms & Conditions that customers need to agree to when subscribing to this product or service (if applicable). Terms are shown in the SubscriptionBridge Shopping Cart and linked-to from some e-mail notifications. |
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| Once you have added //names//, //descriptions//, and //terms// in multiple languages, the //Names/Descriptions// page will present them using a tabbed layout where each tab ca different language. To edit any of the entries, click on the tab that represents the language that you need to edit, and then click on the Edit icon ({{:merchant_guide:edit.gif|Edit Icon}}). | |
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| | Once you have added //names//, //descriptions//, and //terms// in multiple languages, the //Names/Descriptions// page will present them using a tabbed layout where each tab corresponds to a different language. To edit any of the entries, click on the tab that represents the language that you need to edit, and click on the //Edit// icon ({{:merchant_guide:edit.gif|Edit Icon}}). |
| ===== Viewing and Editing Existing Products ===== | ===== Viewing and Editing Existing Products ===== |
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| * Click on //Names & Descriptions// to view and edit the product name and descriptions used in the SubscriptionBridge front-end pages (SubscriptionBridge Shopping Cart and Customer Center) and in e-mail notifications sent by the system. | * Click on //Names & Descriptions// to view and edit the product name and descriptions used in the SubscriptionBridge front-end pages (SubscriptionBridge Shopping Cart and Customer Center) and in e-mail notifications sent by the system. |
| * Click on //Packages// to view and edit existing Packages for the selected Product. | * Click on //Packages// to view and edit existing Packages for the selected Product. |
| | ===== Deleting Products ===== |
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| | Products that are not currently used within a //Package// can be deleted. To delete a product: |
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| | * Click on //Stores// in the Merchant Center navigation |
| | * Select the //Store// that you wish to work with |
| | * In the //Packages// section, mouse over //Products//. The system will display a preview of the //Products// you added to that store. Click on the link to load the list of //Products//. |
| | * Check the checkbox in the right-side column of the //Product(s)// you wish to remove, and click on the //Delete Selected Records// button to remove the selected products. Please note the following: |
| | * Products can only be deleted when not used in a //Package//. |
| | * When a //Product// is used in a //Package//, the checkbox is not shown. |
| | * When no //Products// can be deleted, the //Delete Selected Records// button is not shown on the page. |
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| ===== Related Articles ===== | ===== Related Articles ===== |
| * [[plans|Adding and Editing Plans]] | * [[plans|Adding and Editing Plans]] |
| * [[packages|Adding and Editing Packages]] | * [[packages|Adding and Editing Packages]] |
| | * [[features|Adding and Editing Features]] |
