Create a New Product - Designer Widgets

Product settings are managed in a single product editor; regardless if the item will be sold in the POS, online, or in a club shipment.  Products can be created for any item available for sale; including tasting fees, merchandise, and wine products. See this article for adding products to your web site.

Permission Required: To access all product tools and settings, your user account must be enabled with the permission for Products to access the sub-menu options. Contact your eCellar User Manager for assistance. 

There are two methods to create a new product:  To begin with a blank product form and complete all fields, go to Products > Add New from the top navigation in the Admin Control Panel.  Alternatively and easier, is to find the current or previous vintage of the product, and create a copy.  This will allow you to edit only the minimal fields for the new vintage and helps ensure consistency of settings. 


How to Create a New Product 

Go to Products > Add new: A blank product editor will appear, with four tabs of settings. These first four tabs must be completed, then upon initial Save, several additional tabs of settings will display. 

1

General Tab

Product Title The display name for receipts, online store and reports
Weight Enter pounds per item for this product. (most common, 1 bottle = 3 lbs.)  Note: Shipping fees are designed to look up rates based on  product weight. IT's best to standardize each size of bottle to a correlated weight and rate. Typically, 750ml bottles are 3lbs, and 1.5L bottles are 6lbs.
Display on Web If box is checked, product is displayed on web, based on category assigned
Display on POS If box is checked, product is available to sell in POS
Taxable If checked item is taxable (only in states that have applied sales tax)
Product Status Select appropriate setting. Has no bearing on the web site or POS availability.
Display SKU If using eCellar inventory module, it should match the inventory SKU*Best Practice – SKUs should be maintained in a fixed format, that distinguishes 1) Brand, 2) Vintage, 3) Varietal, 4) Vineyard, appellation or proprietary name, 5) bottle or pack size.  Keep your SKUs consistent year-over-year, and across your brands. Tasting fees and merchandise should also be consistent using prefixes such as TF and MDSE
Fulfillment Company This field is irrelevant. The shipping methods in your shipping zones will override this setting. (Let the menu simply default to Bacchus – it no longer controls anything in eCellar.)

OMIT THIS/EDIT??  Best Practice: All wines available online must be marked available; products that are only available through an allocation event, which are to be displayed in the “members only” section of your website must be marked allocation and products that you want displayed on your website, but are currently sold out should be marked sold out.  All other fields in the drop-down menu are available for custom development, based on your business needs.

2

Web Info

If the product will not be sold online, no fields on this tab are required. 

Product Types Select appropriate type. (Typically using the default selections in eCellar for Wine or Merchandise.  You may have custom product types that are used for online store displays.)
Product Group Overrides detail display template. (Custom programming required.)
Detail Display Template Select Default
Display Order This used to control the sort order in your online store. It is no longer the tool for this and can be
URL Slug REQUIRED for product to appear on your web site. Format example: 2020-Rose-of-Pinot-Noir (with dash marks)
CCS Class Enable unique style properties to groups of HTML elements for desired web page appearance especially for those non-wine category items. (Designer assistance recommended)
Display Start Date/End Date Optional field. This setting can be used to enable limitations controlling when the product is available.
Meta Title Irrelevant to Designer Widgets
Meta Description Irrelevant to Designer Widgets

Meta Keywords Irrelevant to Designer Widgets

Keywords Assists web browsers in finding your specific webpage - your designer can assist you with this

PRODUCT INFORMATION

These fields can be expanded to define the information and descriptions for each product displayed on your website.  Each field can be customized and mapped to your online store. These fields are completely flexible, based on the style of your website and your business needs.  

[+] Feature Text:

[+] Short Description:

[+] Long Description:

[+] Technical Notes:

[+] Secondary Notes:

[+] Reviews:

Best Practice: Define the information you want in each field, and the corresponding formats.  Create a product setup Key/diagram to refer to when completing each field so your online store maintains a consistent format. (Note: PDF files may be uploaded in the Images section – next tab.)

3

Quantity Tab

Even if the product will not be sold online, these three fields are still required.

Min Quantity Defines the quantity dropdown for minimum bottles available for purchase in the online general store.  Allocation only products should be set to zero (0).
Max Quantity Defines the quantity dropdown menu for maximum bottles available for purchase in the online general store (Typically 12, 24 or 36).
Quantity Increment Defines the increment of quantity available. Most common setting is 1. If the product must be purchased in multiples, set the increment to match.  For example, it may be packed in a 3-pack box; then the increment would be 3, so the available choices are 0,3,6,9.... NOTE: This does NOT apply to Allocations, only web stores.
Two additional fields are available for users assigned the permission to Allow Sell Limits.  These fields control a tool called Shadow Inventory.  Learn more about how to prevent overselling with with shadow inventory in this article or contact the Support Team for assistance. 

Max Sell Qty OPTIONAL - Defines the total bottles available for sale. This includes all inventory sold in previous orders if this is being set after the product has already been sold/available. Required in conjunction with Max Sell Threshold below..
Max Sell Threshold OPTIONAL - Defines the margin of product you want to withhold to save for wish granting or late orders.  Number of bottles you want held off the online store. (a safety net!). 
EXAMPLE: In the image above the TOTAL Max Sell Qty + Max Sell Threshold represents 1400 total bottles of inventory available: 1375 to sell and 25 to keep for VIP, breakage, additional requests, etc.


4

Availability Tab

Select the Customer Types that can view and purchase this product online. 


Can SEE Choose the Customer Type(s) that will see this product on your web site.
Can BUY Choose the status of the product for that specific Customer Type.
   If Customer Types are NOT chosen the product will NOT be available to them. 
AVAILABLE Web Wording: (These are hard coded and non-editable)

Restricted - Wine Club This item is for club members                                                              
Restricted Allocated This item is allocated
Sold Out This item is sold out
Discontinued This item has been discontinued
Back-ordered This item is back-ordered
Pre-Ordered This item is pre-ordered
Call Currently unavailable: please call
Click Save to populate the next four tabs of settings. The following tabs will appear: Images, Discounts, Category, Options. 
A message will pop up indicating that the product does not have a Category, simply follow the prompt.

5

Image Tab

The product display store is developed on an individual client basis for your online store.  Certain fields require additional programming, if you desire additional images.

Header Image* Available for custom development. Typically a large image, displayed in the Product Detail View
PDF Upload a product fact sheet or pdf to be available for customer viewing and downloading
Image 1* The default mapping is to display this image on the Product Lists page of the online store. Small Image size preferred
Image 2 available for custom development
Image 3 available for custom development
Thumbnail* Default display is mapped to the online store category page. Required if using "Sidekick" product auto-suggest and cart views, so a smaller image size is recommended

* Indicates primary use for web

NOTE: The maximum image size may not exceed 500KB.


6

Discounts Tab

Controls if the product is discountable based on standard discounts set up in the discount engine and if a PRODUCT SPECIFIC discount needs to be applied to this product.

This product is NOT discountable Check this box if this product cannot be discounted in the POS any the path-to-purchase.  Any automated discounts will not apply, and manual overrides are not allowed.
Discount Name Choose the discount to specifically associate to this product, and click [Add discount].  More than one ‘product specific’ discount can be selected at any time.
7

Category Tab

Choose a default root Category: Wine or Merchandise.  The root category directs how the product will associate with shipping tables – do you want this product to use Wine ship rates or Merchandise ship rates?

Select appropriate additional categories – Categories are based on how you want this product to display in your online store. 
Contact Support for assistance on category mappings and how this relates to your online displays.
8

Options Tab

This functionality is no longer available. Do not make any selections on this tab.



9

Inventory SKU tab (optional):

The Inventory module must be activated for your brand to utilize the features on this tab.

Enter a numerical value for the ratio of units/product and select Update. This defines how many inventory units will be depleted per product sold. Typically, this is set to 1, so for every product sold, a single inventory unit will become unavailable. Note: This setting is also used to build bundles of products (also called kits) by attaching all SKUs included in a package or set.

When Finished > Click Save

See this article for adding products to your web site.

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