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.

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 the product list, receipts, and reports.
Product Name	New as of September 2022. This is the public display on the web site store.
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 can be displayed on web, if it is included on the Site Map Editor (See this article for more information on The Site Map Editor.).
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)
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.
Fulfillment  SKU	This field is optional. If your fulfillment house requires a unique SKU different from your winery formatting, it can be entered here. This will only appear on order exports to fulfillment companies. Reach out to Support if you wish to use this field.
Barcode	If you use a barcode scanner with your POS, the code numbers must be entered here.
Sales Report Category	For reporting the product in the category chosen from the Product Category List.

Web Info

If the product will not be sold via an online store, 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, or discounts.)
Display Order	This in no longer used in Designer Widgets and can be ignored. It is used to control the sort order in the online store in Legacy.
URL Slug	REQUIRED for product to appear on your web site. Format example: 2020-Rose-of-Pinot-Noir (with dash marks, or underscores)
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. 

[+] 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 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.
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 –  Wine ship rates or Merchandise ship rates.
This category can also relate to discounts depending on how a the basis in a discount is set up.

8

Variants Tab

This allows for similar products with different attributes to be included with the "parent" product in the web store. For more information on Variants, see this article.

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.