Products & Catalogs

v9.0 - Last Mod.: 08/04/2017
With the SITEFORUM Online Shop you can offer and sell your products and services. Manage catalogs, products, orders and proposals and create catalogs hierarchically with different templates.
Note: To work in this area, please log in as "Portal Master" or "Shop Manager."

1. Catalogs

You create catalogs and sub-catalogs to distribute your products to the catalogs and to categorize and arrange your online shop. You can create as many catalogs and sub-catalogs as you need.
Following catalog structure is possible:
Notebooks and PCs
|_Software
|  |_Graphics
|  |_Applications programs
|_Hardware
  |_Hard discs
  |_Motherboards

1.1 Overview

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Sales & Support > Products & Catalogs.
  3. In the navigation on the left, below Catalogs, click Overview.
You get the following overview as far as catalogs exist already:
  • With the selection box All Main Catalogs you can navigate through all catalogs.
  • Position By clicking the arrows you can change the positions.
  • Language The flag symbolises the language.
  • Catalogs Shows the name of the catalog. By clicking the name you get to the sub-catalogs of the chosen main catalog, q.v. 1.3 Add Sub-catalog.
  • Sub-catalogs Shows the number of sub-catalogs. By clicking the icon you can add a new sub-catalog.
  • Products Shows the number of the products located in the catalog.
    By clicking the number you get to the products which are located in the catalog, q.v. 2. Products.
  • Actions Shows a list of possible operations to manage catalogs:
    • Translate By clicking the icon you can translate the catalog.
    • Edit By clicking the icon you get to the editing mode.
    • Delete By clicking the icon you can delete the catalog.
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1.2 Add Main Catalog

  1. In the overview click the +Add button.
  2. Enter in the field Name a name for the catalog.
  3. Activate in the area User Group(s) the user groups which should get access to the catalog.
  4. From the selection box Language choose the standard language of the catalog.
    Activate the checkbox only one language behind if this language should be the only one.
  5. From the selection box Representation choose the template, which describes the layout of the products in that catalog.
    Note: You can individually add and adjust these templates, so-called Design Templates, in the Design area, q.v. Support Designer > Design.
  6. Activate the checkbox Price list view to list products not dependent on a layout template but in a price list view.
  7. Mark in the area Shipping method the shipping method. To select several shipping methods keep the Ctrl button pressed.
    Note: You can define individual shipping methods in the shop preferences, q.v. Support End User > Sales & Support & Shop Settings.
  8. Click the button Save when ready.
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1.3 Add Sub-catalog

Note: You have to add a main catalog first to create a sub-catalog in it.
  1. Choose in the overview the mmain catalog in which you want to add a sub-catalog.
  2. Click the name of the main catalog.
  3. Click the +Add button.
  4. Enter in the field Name a name for the sub-catalog.
  5. Activate in the area User Group(s) the user groups which should get access to the catalog.
  6. From the selection box Language choose the standard language of the catalog.
    Activate the checkbox only one language behind if this language should be the only one.
  7. From the selection box Representation choose the template, which describes the layout of the products in that catalog.
    Note: You can individually add and adjust these templates, so-called Design Templates, in the Design area, q.v. Support Designer > Design.
  8. Activate the checkbox Price list view to list products not dependent on a layout template but in a price list view.
  9. Mark in the area Shipping method the shipping method. To select several shipping methods keep the Ctrl button pressed.
    Note: You can define individual shipping methods in the shop preferences, q.v. Support End User > Documentation > Sales & Support & Shop Settings.
  10. Click the button Save when ready.
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1.4 Edit Main Catalog

  1. Choose in the overview the catalog you want to edit.
  2. Click the Action icon and select Edit.
  3. Do the desired changes, q.v. 1.2 Add Main Catalog.
  4. Click the button Save when ready.
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1.5 Edit Sub-catalog

  1. Choose in the overview the main catalog which contains the sub-catalog you want to edit.
  2. Click the name of the main catalog.
    You get to the overview of the sub-catalogs.
  3. Choose the sub-catalog you want to edit.
  4. Click the Action icon and select Edit.
  5. Do the desired changes, q.v. 1.3 Add Sub-catalog.
  6. Click the button Save when ready.
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1.6 Translate Main Catalog

  1. Choose in the overview the main catalog you want to translate.
  2. Click the icon Actions and choose Translate.
You get the following table:
  • Flag The flag symbolizes the language.
  • Language Shows the language of the catalog.
  • Name Shows the corresponding translation.
  • Action to manage existing translations:
    • Edit By clicking the icon you get to the editing mode.
    • Delete By clicking the icon you can delete the translation.
  • Translate By clicking the button you can translate the catalog to a new language.
  1. Click the button Save when ready.
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1.7 Translate Sub-catalog

  1. Choose in the overview the main catalog which contains the sub-catalog you want to translate.
  2. Click the name of the main catalog.
    You get to the overview of the sub-catalogs.
  3. Choose the sub-catalog you want to translate.
  4. Click the icon Actions and choose Translate.
You get the following table:
  • Flag The flag symbolizes the language.
  • Language Shows the language of the sub-catalog.
  • Name Shows the corresponding translation.
  • Action to manage existing translations:
    • Edit By clicking the icon you get to the editing mode.
    • Delete By clicking the icon you can delete the translation.
  • Translate By clicking the button you can translate the sub-catalog to a new language.
  1. Click the button Save when ready.
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2. Products

You can add as many products as you need. Assign the products to the different catalogs.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Sales & Support > Products & Catalogs.
  3. In the navigation on the left, below Products, click Overview.
  4. From the selection box choose the catalog which contains the products you want to view.
You get the following table:
  • Status Shows the status of the product, green = active, red = inactive. By clicking the circle you can change the status.
    Note: By clicking the link Status in the column head you can switch between the display of all products or only active ones.
  • Position By clicking the arrows you can change the positions.
  • Language The flag symbolizes the language.
  • Product name Shows the name of the product.
  • Product number Shows the product number.
  • Actions Shows a list of possible operations to manage products:
    • Edit By clicking the icon you get to the editing mode.
    • Translate By clicking the icon you get to the translating mode.
    • Copy By clicking the icon you can copy the product.
    • Delete By clicking the icon you can delete the product.
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2.1 Add

  1. In the navigation on the left, below Products, click Add.
    You get to step 1. Templates.
  2. Choose the desired Template by clicking on the square.
    Note: A product template is a layout template, which is essential for the product as a main template. If you edit the product later again you can assign another template. You can also edit existing templates or create new ones, q.v. Support Designer > Design.
    You get to step 2. Text & Details.
  3. Enter in the field Product number the product number, a number/character combination.
  4. Enter in the field Product name a name.
  5. Enter in the field Short description a short description of the product.
  6. Enter in the field Long description a detailed description of the product.
    Advice: Format the text via the WYSIWYG editor, if you don't know any HTML. By clicking the Button Source code of the WYSIWYG editor you get directly to the HTML source code where you can edit the HTML.
  7. With the Link Generator you can link to other elements like images, documents, websites, etc. in the HTML source code without using any placeholders.
    1. Click the button Link Generator.
      A new window opens.
    2. From the selection box 1. choose the type of the desired link.
    3. From the selection box 2. choose the corresponding element.
    4. If you want to go back click the button Other selection.
    5. Enter in the field Name the link the name of the link.
    6. Click the button Create link.
    7. Copy the created link to the desired place in the HTML source code.
    8. Click the button Close to close the Link Generator.
  8. Upload in the field Image URL 1 (opt. Intro) the image you want to place in the product.
    Click the button select image.
    The file system opens up.
    • If you have uploaded the desired image to the file system already then choose it from the corresponding folder.
    • If the file is on your local hard drive or system then
      1. click the button Browse.
      A second window opens up.
      2. Mark the chosen file.
      3. Click the button Open.
      The second window closes.
      4. Choose in which size the image should be uploaded (Resize image to 100 px, standard size of 250 px, original width).
      5. Click the button Upload in the file system.
      The file system closes.
    • The file is shown in the field.
      Note: Please use images only with the file endings *.jpg, *.gif and *.png. For further information for the File System, q.v. Support End User > Documentation > Tools & Administration > Files.
  9. Enter in the field Supplier the desired supplier.
  10. Enter in the field Amount in stock the available amount.
  11. From the selection box Preferred language choose the preferred language for the product.
  12. From the selection box Show on intro choose if the product should show on intro.
  13. From the selection box Owner of the product choose the owner.
  14. Click the button Next step when ready.
    You get to step 3. Price.
  15. Activate in the column Price System the option of the price system you want to activate.
    • No discount system Use this option to define a regular price, which is the same for every user group.
    • User level (price) In this option you decide which user group gets which discount.
    • User level (percent) In this option you decide how many percent discount certain user groups get.
  16. Enter for the chosen price system in the column Price the desired base price.
  17. If required, enter discount at the desired user groups.
  18. Enter in the field Taxes the valid tax rate.
  19. From the selection box Currency choose the currency.
  20. Click the button Next step when ready.
    You get to step 4. Schedule.
  21. Choose from the selection box Catalogs the catalog in which the product should be placed.
  22. Click the button Add behind.
  23. If required limit the timeframe of the product.
  24. If required repeat this process.
  25. Click the button Next step when ready.
    You get to step 5. Summary.
  26. Check all the settings you have made.
  27. Click the button Save & publish now when ready.
After saving and publishing the product you get an overview with which you can edit the product and the catalog again.
  • The first column shows the corresponding catalog and the new product.
  • By clicking the icon in the column View you can view either the corresponding catalog or the new product.
  • By clicking the icon in the column Edit you can edit either the corresponding catalog or the new product.
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2.2 Edit

  1. In the navigation on the left, below Products click Overview.
  2. From the selection box choose the catalog which contains the product you want to edit.
  3. Click the button Display.
    You get to the product overview.
  4. Choose the product you want to edit.
  5. Click either
    • the Product name or
    • the icon Edit.
  6. Do the desired changes, q.v. 2.1 Add.
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2.3 Translate

  1. In the navigation on the left, below Products click Overview.
  2. From the selection box choose the catalog which contains the product you want to translate.
  3. Click the button Display.
    You get to the product overview.
  4. Choose the product you want to translate.
  5. Click the icon Actions and select Translate.
    • To view the product page in a certain language, select the icon Actions and choose View.
    • To delete an existing translation, select the icon Actions and choose Delete.
    • If you want to edit an existing translation, select the icon Actions and choose Edit.
    • If you want to add a new translation, click the button Translate.
      • Enter in the field Name the translation of the product name.
      • Enter in the field Short Description the translation of the short description.
      • Enter in the field Long Description the translation of the long description.
        Note: Format the text via the WYSIWYG editor, if you don't know any HTML.
        By clicking the Button Source code of the WYSIWYG editor you get directly to the HTML source code where you can edit the HTML.
      • Click the button Save when ready.
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3. Settings

In this area you can make several settings.

3.1 Catalog

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Sales & Support > Products & Catalogs.
  3. In the navigation on the left, below Settings, click Catalog.
  4. Choose from the selectiob box Archive the catalog which should work as an archive.
  5. Click the button Save when ready.
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3.2 Product Templates

Here you can edit the product templatesfrom the area Tools & Administration > Design & Layout q.v. Support End User > Documentation > Tools & Administration > Design & Layout/3. Templates.

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3.3 Crosslinks

You can crosslink different products with each other.
  • In the navigation on the left, below Settings, click Crosslinks.
As far as crosslinks exist already you get to the following table:
  • Product Shows the first product.
  • Crosslinked products Shows the product crosslinked wit the first product.
  • In catalog Shows the base catalog of the first product.
To add a crosslink, please do the following:
  1. Click the tab Add.
  2. From the selection box Base Catalog choose the base catalog.
  3. Click the button Select.
  4. From the selection box Base Product choose the base product.
  5. Click the button Select.
  6. From the selection box Target Catalog choose the target catalog.
  7. Click the button Select.
  8. From the selection box Target Product choose the target product.
  9. Click the button Save.
Below the selection boxes appears an overview of crosslinked products. By clicking the product you get to the product. By clicking the icon Delete you can delete the crosslink.

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