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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.
Items require the following attributes
Short Description
Detailed Description
An items needs to be associated with a vendor. If a Vendor does not yet exist, use the New Vendor button to create a new Vendor and add it to the item.
Depending on what Category you select, there may be additional attributes to fill out (these values are set in Category Configuration):
Short Description
Detailed Description
Company Cost - Expected cost of item from vendor.
SKU
Specs - Additional specifications about the Item which customers can view.
Custom Fields: Items can optionally use custom fields. Custom fields are setup and associated with a Category in which items belong. When an item is associated with a category that has Custom fields, an Extra Attribute tab will be presented to allow you to enable the custom fields for the items in that category.
Images
To add images to an item, select the Images tab and upload photos of the product.
Bundles
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.
Display in Catalog
Beneath the Item Name, you will see a Display in Catalog toggle. If this is checked, the item being edited will be displayed in the portal Catalog for customers to request. If it is not checked, this item will be hidden from the portal Catalog. We have written a dedicated document for Item Visibility here.
Custom Field Display Types
There are different ways to display custom fields to users when they view an item in the Catalog.
Read-Only
All custom fields by default display as read-only in the Catalog. Both of the icons in the upper-right corner should be left unselected for this display type.
Edit In Catalog
All custom fields can be configured to allow customers to add/edit values when viewing the item details in the catalog.
Select the Edit In Catalog icon in the upper-right corner for this display type. You have the option to make this required. If a custom field is required, the Add To Cart button will be disabled when viewing the item details in the Catalog until a value has been entered.
Option Group
Custom fields of type Short Text can be configured to require customers to select one of a pre-defined list of values where each option can be attached to a unique price. This allows for the configuration of add-ons to the base item. Select the Option Group icon in the upper-right corner for this display type.
Creating 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.
Display in Catalog
In the upper-right hand of the Add/Edit Item Dialog, you will see a Display in Catalog toggle. If this is toggled as checked, the item being edited will be displayed in the portal Catalog for customers to request. If it is toggled as an x, this item will be hidden from the portal Catalog. We have written a dedicated document for Item Visibility here.
Edit Items and Bundles
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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 also be reflected on the main Item definition
“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
This will show a list of all deleted Items in the project.
Deleted Items can be filtered using the search bar.
Checkout allows users to export existing Item definitions. 
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.