Using The Product Module

Using The Product Module


Using The Product Module


Highlights of the Products module:

  1. Digitize your products/services
  2. Import your products/services in bulk
  3. Make changes to the products on your website instantly
  4. View your Most Viewed Products for a designated time period
  5. View your Revenue Per Product for a designated time period

Glossary of Terms

  1. Product Name - The internal and external name of your product/service
  2. Type - Either a product or a service offering
  3. Short Description - External description that shows up on a category page with the link to the product details page
  4. Long Description - External description that shows up on the product details page
  5. Shipping Details - The weight and dimension used for shipping labels and Bill of Ladings creation
  6. Cost of Goods Sold - Internal price to help you determine your margins
  7. Selling Price - The external price that customers pay for a product
  8. Marked Down From Price - The external price that customers see, but do not pay for a product
  9. Country of Origin - The external choice of what country this was manufactured in
  10. Promotional Product Text - The external text that you choose to show on a product details page
  11. Product Variants - The external variants for a product. Customers choose variant choices
  12. Specifications - The external identifying features that show up on a product detail page
  13. Documents - The external documents that show up on a product detail page
  14. Stickers - The external stickers that show up on an image on a product detail page
  15. Notes - A Text field that is an Internal note for a product
  16. Product ID - A text field that is an Internal product identifier/manufacturing code for a product

Common Tasks

Add/Maintain a Product or Service

You can add products/services one at a time or in bulk using our import feature (see below).
  1. Visit the Products Module
  2. Press "Add New Product" to add products one at a time
  3. Choose the product TYPE: product or service
  4. Enter a NAME as a text field
  5. Enter a PRICE as a number field
  6. Fill out the product information:
    1. Product Name which is the internal and external name of your product/service
    2. Type which is either a product or a service offering
    3. Choose between Requires Address or No Address Required
    4. Short Description which is External description that shows up on a category page with the link to the product details page
    5. Long Description which is External description that shows up on the product details page
    6. Shipping Details which is The weight and dimension used for shipping labels and Bill of Ladings creation (these must be whole numbers)
    7. Cost of Goods Sold which is Internal price to help you determine your margins
    8. Selling Price which is The external price that customers pay for a product
    9. Marked Down From Price which is The external price that customers see, but do not pay for a product
    10. Choose Subscription or Single Purchase
    11. Choose Allows Quotes or Set Pricing Only
    12. Choose Hide Pricing or Show Pricing
    13. Choose Request Document or No Document Needed
    14. Country of Origin which is The external choice of what country this was manufactured in
    15. Promotional Product Text which isThe external text that you choose to show on a product details page
    16. Product Variants which is The external variants for a product. Customers choose variant choices
    17. Specifications which is The external identifying features that show up on a product detail page
    18. Documents which is The external documents that show up on a product detail page
    19. Stickers which is The external stickers that show up on an image on a product detail page
    20. Notes which is A Text field that is an Internal note for a product
    21. Product ID which is A text field that is an Internal product identifier/manufacturing code for a product





Copy a Product/Service

The Inxeption Ledger allows for Products to be copied.
  1. Visit the Products Module
  2. Select the applicable product
  3. Hover over the triple dots and press "Copy"
  4. You can enter the New Name and Copy Images and Documents

Using Quotes with a Product or Service

The Inxeption Ledger allows for products/services to have a quote function instead of a purchasing function
  1. Visit the Products Module
  2. Click on the applicable product
  3. Visit the "Pricing & Availability" section of the product editing page
  4. Choose ALLOWS QUOTES on the toggle that is default reading SET PRICING ONLY
  5. This product now functions differently than those with SET PRICING ONLY
    1. When a customer goes to purchase the product or service, they will select Request Quote
    2. A Quote pop-up box will appear for the customer to begin quote dialogue
    3. The email QUOTE EMAIL is sent to the customer
    4. The order will appear in the Orders module with a Status of “Quote Requested”
    5. Click on the Order to view the details of the order and respond to the quote. 
    6. You can add a product, revise the cost of the product, provide a text response within the quote, provide a quote attachment within the quote, enter Expiration Date, enter any additional information, change the shipping speed, add a discount code, and press SAVE DRAFT
    7. Hover over the triple dots and press "Send Quote" which will trigger the NEW MESSAGE NOTIFICATION email to the customer with your revision to the quote.
      1. A message will appear confirming you want to send the quote. Click Yes.
      2. When the customer is prepared to accept the quote, they will click Complete Order and be prompted to through the Inxeption Purchase Crate to pay either via credit card or purchase order as designated by the account.
    8. There is also the option to reject a quote. Hover over the triple dots and press "Reject Quote" and the customer will receive the QUOTE REJECTED email indicating that the quote was rejected.
    1. Even if a quote is rejected, the customer can still continue the quote dialogue to negotiate to a quote that is acceptable by both parties.

Import Products/Services

Inxeption has made it easy to move products from WooCommerce or any other eCommerce platform, to the Inxeption Ledger. 

  1. Visit the Products Module
  2. Press "Import"
  3. Press “example product” or “service file” link to download the example file
  4. Modify your product file to be the same data format as the example file (see below)
  5. Press “CHOOSE FILE” to upload your product file and attach any photographs/documents mentioned in the import feed document in this upload.
  6. If your file is correctly formatted as shown in our example, the information will load into the table below the import button.
  7. Review product information as it appears in the table.
  8. Press "Import"



Feed Guide


Gather your product exports from your current platform to a .CSV file. For information about exporting these items, see some popular eCommerce guides below. 
Examples:
If you need further assistance, contact your provider's support or use a migration solution such as Cart2Cart to generate the .CSV file.

How to Format the File:

  1. Product Name: Text for the name of the Product
  2. Price: Number for the price of the product
  3. Short Description: HTML-friendly (no enter keys or commas allowed) text for the image before the product page is opened
  4. Long Description: HTML-friendly (no enter keys or commas allowed) text for the product page
  5. Notes: Text for internal use
  6. Cost of Goods: Number for the internal price of the cost of goods
  7. Original Price: Number for the previous price of the product
  8. Require Address: Yes or No
  9. Taxable: Yes or No
  10. Allow Quotes: Yes or No
  11. Hide Price: Yes or No
  12. Shipping Weight (oz): Number for the Product Shipping Weight
  13. Shipping Length (In): Number for the Product Shipping Length
  14. Shipping Width (In): Number for the Product Shipping Width
  15. Shipping Height (In): Number for the Product Shipping Height
  16. Specifications[Label,Value]: Format is [LABEL, VALUE] and use commas in between specifications; this is shown on the product page. Example: [material,rubber],[psi,10psi]
  17. Promotional Text[Value]: Format is [VALUE] and use commas in between Promotional text; this is shown on the product page. Example: [Bright Yellow Ducky],[Awesome Bath Toys],[%40rubberducky]
  18. Product Variants[Name,Options[Name,Price Change,Cog Change,Ship Weight Change,Ship Height Change,Ship Width Change,Ship Length Change]]: Format is: [Name,Options[Name,Price Change,Cog Change,Ship Weight Change,Ship Height Change,Ship Width Change,Ship Length Change]]; this is shown on the product page. Example: [Color,[Yellow,,0,0,0,0,0],[Red,2.99,0,0,0,0,0],[Orange,3.99,0,0,0,0,0]].
  19. Images[File name]: Format is [FILE NAME]; these are shown on the product page and each statement has to be divided by commas. When importing images and/or documents, upload a folder the stores the .CSV file and all the image/document file you wish to import at the same time.  Example: [rubberduck.jpg],[rubberduck-bathtub.jpg]
  20. Documents[File name]: Format is [FILE NAME]; these are shown on teh product page and each statement has to be divided by commas. When importing images and/or documents, upload a folder the stores the .CSV file and all the image/document file you wish to import at the same time.  Example: [rubberduck-manual.doc]

Create a Subscription

  1. Visit the Products Module
  2. Press "Add New Product" to add products one at a time
  3. Choose the product TYPE: Service
  4. Enter a NAME as a text field
  5. Enter a PRICE as a number field
  6. Fill out the product information:
    1. Product Name which is the internal and external name of your product/service
    2. Type which is either a product or a service offering (service for a subscription)
    3. Choose between Requires Address or No Address Required
    4. Short Description which is External description that shows up on a category page with the link to the product details page
    5. Long Description which is External description that shows up on the product details page
    6. Cost of Goods Sold which is Internal price to help you determine your margins
    7. Selling Price which is The external price that customers pay for a product
    8. Marked Down From Price which is The external price that customers see, but do not pay for a product
    9. Choose Subscription or Single Purchase (Subscription is chosen in this instance)
    10. Choose Allows Quotes or Set Pricing Only
    11. Choose Hide Pricing or Show Pricing
    12. Choose Request Document or No Document Needed
    13. Choose Subscription Settings:
      1. Choose a Billing Period: 30 days, 60 days, 90 days, 180 days or 360 days
      2. Choose a Free Trial: No Free Trial, 7 days, 14 days, 15 days or 30 days
      3. Choose a Lock In Period: No Lock In Period, 30 Days, 60 Days, 90 Days, and 365 Days
      4. Enter Terms as a text field. Information in the terms field appears on the product details page. It is where you can tell your customer about your subscription. Example: After 30 days this product is $50 a month. Cancel Anytime.
    14. Promotional Product Text which is The external text that you choose to show on a product details page
    15. Product Variants which is The external variants for a product. Customers choose variant choices
    16. Specifications which is The external identifying features that show up on a product detail page
    17. Documents which is The external documents that show up on a product detail page
    18. Stickers which is The external stickers that show up on an image on a product detail page
    19. Notes which is A Text field that is an Internal note for a product
    20. Product ID which is A text field that is an Internal product identifier/manufacturing code for a product




























 

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