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Overview

Info

Items administration is located in the Items tab of Checkout administration. To perform any of the actions on this page, first navigate to Project Settings > Checkout > Items.

Items and Bundles are one of the central components of Checkout. Items are products, licenses, or services that will be ordered by Checkout customers. Bundles are collections of Items ordered as a package.

The Items tab allows Checkout administrators to browse through and update existing bundles.

In the Items tab of Checkout administration, project administrators can:

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View Items and Bundles

Project administrators can use the Items tab to view existing Items and Bundles. On the tab, administrators can use the search bar to filter existing Item definitions.

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Enable Portal Price View

Administrators can control whether or not prices show on the customer portal for a particular project.

  • To enable the prices on the customer portal, navigate to Items > Enable Portal Price View.

  • To disable the prices on the custom portal, navigate to items > Disable Portal Price View.

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Create new Items

  • To create an Item click on Add Item

  • Items require the following attributes to create

    • Name

    • Type

    • Category - If no Category exists, or this item will belong to a brand new Category, use the New Category button to create a new Category and add it to the item.

    • Short Description

    • Detailed Description

    • Vendor - If no Vendor exists, or this is an item for a Vendor does not yet exist, use the New Vendor button to create a new Vendor and add it to the item.

    • Company Cost

    • SKU

  • Items can also optionally contain the following attributes:

    • Specs - Additional specifications about the Item which customers can view.

    • Images

      • To add images to an item, select the Images tab and upload photos of the product.

  • Use the Bundles section of the form to add a new Item to existing Bundles.

    • This field is a type ahead so that Administrators can easily find Items they want to add.

Create New Bundles

To create a Bundle click on the Add Bundle button

  • Bundles require the following attributes to create:

    • Bundle Name

    • Category

    • Short Description

    • Detailed Description

    • Item(s)

      • Administrators can create new Items by clicking on New Item underneath the Items tab of the Add Bundles form.

  • Additionally, images can be added to the bundle to give users a chance to look through the items.

  • The Associate Items to Bundle attribute is a type ahead field, so administrators can easily find existing Items they want to add to a Bundle.

Edit Items and Bundles

Info

Updating Items or Bundles does NOT impact previously placed orders.

As an administrator, there is the option to update attributes of previously created Items and Bundles. Any attribute on the Item or Bundle can be updated to reflect changes to the offering.

To edit an existing Item or Bundle click on the Pencil icon in the row containing the Item or Bundle.

Items found inside a Bundle can be edited as well. Any edits to those Items will be reflected on the main Item definition as well.

Deactivate and Reactive Items

If an administrator decides that an Item or Bundle should no longer be offered, they can deactivate the item by clicking the trash can Icon → Delete for the Item or Bundle.

Prior to deactivating an Item, it must be removed from all associated Bundles.

“Deleting” an Item or a Bundle will remove it from the view in the Customer Portal and prevent customers from submitting orders with those items.

Administrators can deactivate multiple items at once using the Bulk Delete function.

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Viewing Deleted Items

To view a deleted Item, click on … → View Inactive Items

This will show a list of all deleted Items in the project.

Deleted Items can be filtered using the search bar.

Reactivate Items

Any of the Items can be restored to an active status by clicking the Activate button. This will place it back into the Active items section and back on the customer portal.

Import Items

To create multiple Items at once, administrators can use the Import Items functionality. Checkout allows administrators to import Items using a csv file.

To access, navigate to … > Import and pick the file to import.

The csv file requires a header row and must contain the following columns:

  • ID - ID of the Item which will be imported.

  • Type - This should be one of these values PRODUCT,LICENSE,SOFTWARE

  • Category - Category the Item belongs to. This should match the ID used when Categories were imported. Currently, there is no support for importing Items into Categories which were created through the UI.

  • Name - Name of the Item.

  • Short Description - The short description of the Item.

  • Full Description - Full description of the Item. This should match the ID used when Vendors were imported. Currently, there is no support for importing Items into Vendors which were created through the UI.

  • Price - Cost of the Item.

  • Vendor Id - ID of the Vendor which supplies the Item.

  • SKU - Stock Keeping Unit of the Item.

After selecting the file to import, the columns of the csv file will need to be mapped to the appropriate columns. If the header row was named using the values above, Checkout will auto map the columns to the corresponding name.

Use the Refine tab to specify which Items will be imported into the project.

Finally, use the Finish Import button to import the Items.

In addition to the required columns, the importer also supports importing Items with images and specs.

Importing Specs

  • To import Specs for an Item, add a new column to the csv file with the header Specs.

  • The values placed in the column, should be in the form of [spec1,spec2]

  • Example: [1TB storage, 1000MB/s transfer speeds, Fingerprint scanner and password protection]

  • If there are no specs to import for an Item, just put “[]“ into Specs column for the Item.

  • When importing, make sure that the Specs column is mapped to Specs.

Importing Images

  • To import images for Items, add as many columns with the header Image as the maximum number of images being added to one of the Items. For example, if two items are being imported and one has 1 image, and the other has 4, include 4 columns with the header Image.

  • When filling out the image columns, leave them blank if the Item has no images.

  • If the Item does have Images, but has fewer than the maximum number, fill out the columns from left to right, leaving any extra Image columns blank.

  • The values which should be placed in the columns will be the URL’s where the Images can be accessed. When importing the Images must be accessible without requiring credentials.

    • One way to achieve this would be to use ngrok to serve the files while performing the import.

Export Items

Checkout allows users to export existing Item definitions.