Creating a Package

1. Click on Catalogs. The Catalog List appears in the main window.
2. Click on an existing catalogA catalog is a top-level container for all catalog entries such as Categories, Products and SKUs. name highlighted in blue. The Node List window appears.
3. Click on Create New pull-down menu located in the upper left part of the main window.
4. On the drop-down menu, select New Product Package. The Product Package Edit page appears.

Overview Tab

This is where you enter basic information about the Product Package.

• Name - a name for the Product Package
• Available from - the date to which the Product Package is activated
• Expires on - the date on which the Product Package expires; once the expiration dateUsed if this order is tied to a recurring payment plan for subscription-based transactions. passes, the Product Package will no longer appear on the public site
• Display Template - choose a display template used to show the Product Package in the public site from this dropdown box.
• Code - enter a Product Package code here.
• Sort Order - determines the order to which the Product Package is sorted in the Node List page.
• Available - select Yes to make the Product Package appear on the public site; select No to hide the productA product represents various forms of merchandise that you can display and purchase from the public site, including Products, Variations/SKUs, Bundles, Packages and Dynamic Packages. from the public site
• Meta Class - the choice made here dictates which the meta-fields or Product Package attributes will appear on the public site or Commerce Manager site

Pricing/Inventory Tab

• Display Price - the price that will be displayed in public site
• Min Quantity - this forces your customer to purchase a minimum number of items as set here (this number gets displayed as the lower range in the dropdown during the checkoutThe procedure of buying one or more products in a webshop. Involves defining shipping and billing addresses, shipping methods and payments. process) 
• Max Quantity - this is the maximum allowable number of items that can be purchased at one time (this number gets displayed as the upper range in the dropdown during the checkout process)
• Merchant - (optional) if you use many merchants on your site, this provides another way to add more information for a product; this can only be added/edited directly in the database so please contact your site administratior/developer to make any changes
• Weight - based on your shipping configuration, the weight you enter here will affect the total shipping cost
• Package - this value is based on width/length/height dimensions; the options for this dropdown are configured in the Administration area
• Tax Category - this separation of taxes by categoryA category is a grouping of purchasable products. Same as "node". allows you to charge a different rate of taxes depending on what is being purchased; for example, you can have one rate for "General Sales" items and another rate for "Luxury Sales" items
• Warehouse - the details on the available selections are maintained in the Administration Subsystem
• Track Inventory - Yes/No. If this is set to "Yes," then the quantity value of In Stock, Preorder, and Backorder fields will be deducted each time a purchase is made.  If this is set to "No," then those values will not change.
• Inventory Status - Enable/Disable.  If this is Enabled, then the number of units of a product being purchased cannot exceed the inventoryThe procedure of checking the availability in one or more warehouses for a specific product. value. In other words, the check out procedure cannot be completed if you exceed the number in the inventory -- instead the quantity you can purchase will default to the actual number of remaining units. For instance, if you have Tracking Inventory = Yes, and Inventory Status = Disabled/Ignored, then the available quantity will be monitored, but it will not limit the number of units that can be checked out. If you only have a quantity of 5 and you order 6 items, the checkout will still complete and the inventory number will become -1.
• In Stock - you can enter the quantity of a particular product available for sale
• Reserved - The quantity you set here allows you to reserve a specified number of inventory "In Stock" and prevent them from being used. So for instance, if you set the In Stock = 10 and Reserved = 5, then the In Stock count will not go below 5.
• Reorder Min Qty - If the inventory falls below the value specified here, then this item will appear in the "Low Stock ReportReport used to determine which products are running low in inventory. If a product's inventory is less than its reorder minimum quantity, it will be included in this report." in the DashboardThe part of OnlineCenter where you can manage gadgets for the website. The Dashboard offers possibilities for different user roles to manage and monitor website activities through the use of gadgets. or Reporting subsystem.
• Allow Preorder/Backorder - Yes or No; you need to set Allow Preorder/Backorder statusCan be set for an order to "NewOrder," "Submitted," "Processing," "Canceled," "Rejected," "Shipped" to Yes to turn either of these features On.
• Preorder/Backorder Avail - When you turn on either of the two and specify a quantity, the count will begin to decrease after the In Stock count reaches its limit. For example, if you set In Stock = 10, Reserved =3, and Backorder =10, then the Backorder qty will start to decrease after In Stock count reaches 3. So if you place an order for 10 units, then the final count will be In Stock = 3, Reserved =3, and Backorder = 7.
• Backorder Qty - The quantity you set here will determine the backorders that can be made by customers even when the item is out of stock.
Pricing .

• Sale Type  - you can select All Customers, a single Customer or a Customer Price Group (the Customer Price Group gives you the ability to create tiered pricing).
• Sale Code - (optional) enter code to give special pricing for a group of Customers (i.e. Dealers).
• Unit Price - discounted price per unit.
• Currency - enter currency using the correct currency code (i.e. USD); you can create different prices depending on the currency that is selected.
• Min. Quantity - minimum number of units you must purchase to get the discounted bulk rate.

For more information regarding Sales Type, Sales Code and tiered pricing, please read Creating a Contact.

Package Items Tab

In the dropdown, you can search through your entire inventory and select items to add to your Package by clicking Add Item.  Clicking the Edit icon beside the item you just added will allow you to specify the Quantity, the Group Name and the Sort Order.

SEO Tab

Search Engine Optimization can be achieved by entering the following information for the product.

• Title - this is the friendly name that appears in your browser's title area
• URLUniform Resource Locator. Also known as a web address, for example http://world.episerver.com. - this is what gets displayed in the browser URL window
• Description - this is the meta description that is used for SEOSearch Engine Optimization. The process of making website content attractive to search engines and as a result achieve high rankings in searches. purposes by search engines
• Keywords - keywords used for SEO purposes by search engines

If the Url field is left empty, it will be automatically filled in with a generated url (which depends on the entry name). If the Url field is not empty (you entered some url), it will be saved as it is, and w will not be changed automatically even if you change an entry name. If you need the url to change, leave it blank.

Associations Tab

Different products or variations/SKUs can be linked to this Product Package. Follow these steps to create associationsA product can be associated to another product so that these associated products can be displayed or advertised on the public site as a product accessory, or as an upselling/cross-selling item. Associations can be made from any of the individual products (Product Entries, SKUs, Bundles, Packages, and Dynamic Packages).:

1. Click on Add an Association. A pop-up window will appear that says Edit Association Information.
2. When the pop-up appears, enter an Association Name, Description, and define the Sort Order. Once you're done, click on Save Changes.
3. The new association will appear in the drop-down list.
4. You can also choose to Edit Details, which will allow you to edit associated items. The Pick Item drop-down appears below Modify Existing Association.
5. Click on Modify Association and you can edit the name, description, and sort order of an existing association.
   
   You can also Delete an association if needed.
6. Pick an item or items to add to the association. Click Add Item to do so.
7. Once you click on Add Item, the item will appear in a list just below. You can have more than one item tied to an association.

You can Edit an item on the list. You can change the Sort Order and the Type. Once you're done modifying the values, click on Update to save your changes. Otherwise select Cancel to navigate away without saving.

Assets Tab

Assets are downloadable contents such as documents, links, videos, and images that can be linked to specific products. Assets are uploaded and managed in the Asset Management subsystem.

1. Under Find Assets, select from the drop-down list and click Add Asset.

2. Enter a Group Name.

By default Commerce Manager offers three options with names that will allow the associated assetsDownloadable contents such as documents, links, videos, and images that can be linked to specific products to be correctly displayed on the product details page of the public site.

• Image - (type as "image," all lowercase) thumbnail icon(s) will appear on the product details page
• Downloads - a "Downloads" tab will appear towards the bottom of the details page
• Specifications - a "Specifications" tab will appear towards the bottom of the details page

3. Once an asset is added to the list below, you can choose to edit specific assets, such as their Group name and Sort Order.

4. Once done, click OK and the new category/nodeA node is a grouping of purchasable products. Same as "category". will be created. You will be redirected to the Node List. Otherwise, select Cancel to go back to the Node List without saving any changes.

Relations Tab

This shows the full catalog path of the variationA variation or SKU (Store Keeping Unit) corresponds to a specific type of product with specific characteristics. For example, a product of Shirts will have an individual variation/SKU which includes size, color and sleeve length./SKUA variation or SKU (Store Keeping Unit) corresponds to a specific type of product with specific characteristics. For example, a product of Shirts will have an individual variation/SKU which includes size, color and sleeve length.. Here the relationsA product can appear in more than one product category (node). Through linking you can make the product appear in more than one product category. for a product will be displayed, and you can manage the categoriesUsed for categorization of content. Categories are used for instance when creating filters for searching, listings and navigation. a product is linked to. This is useful in order to get an overview of all the different categories (nodes) where a product will occur. This shows the full catalog path of the variation/SKU. Here the relations for a product will be displayed, and you can manage the categories a product is linked to. This is useful in order to get an overview of all the different categories (nodes) where a product will occur. A product can for instance appear in the "French Market" category, as well as under "Daily Specials" and "Mixed Cases".

Browse to a product and open it for editing. The relations for the product will be displayed under the Relations tab.

Version: EPiServer Commerce 1 R2 SP2| Last updated: 2012-09-20 | Copyright © EPiServer AB | Send feedback to us