Product configuration options that are available to customers when purchasing a product, such as color, are organized as Standard and Upgrades in CORESense. If your product is not sold with configurations, skip to the Create SKUs section.
All configuration options have a required Configuration Type, which defines a set of values, such as color, typically displayed to the customer within a drop-down list.
Products can also contain multiple Configuration Types, such as color and size.
A Standard is the default option displayed in the drop-down. Standards are typically used for products with base configurations, such as computers.
Only one configuration type is supported on a website platform.
Most products do not have standards.
An Upgrade is an option the customer is required to select. Upgrades are typically used for products without base configurations, such as apparel.
Configuration Type |
Drop-down Values |
Color |
|
Color and Size |
Important: If the product does not have a standard base configuration, it is recommended that only upgrades are used. For example, if the product has different colors and sizes, these configurations need to be entered as Upgrades.
Follow the steps below to add a configuration to the product in the Upgrades box.
Step |
Action |
1 |
From the Product Manager screen, click on the Standards & Upgrades link. |
2 |
In the Upgrades box, identify the Configuration Type and the related values for the product.
|
3 |
The Updated field displays the date on which the configuration was last updated. |
4 |
The + Retail field allows a markup to be applied to the product base price if the configuration is selected by the customer, such +$5.00 when an extra-large item is selected. If desired, a negative value can be entered, which causes a reduction to the associated sales channel base price. |
5 |
If Product Groups have been created in the Products Std/Upg Groups Manager, you can select one for the product under the Group drop-down. |
Note: Configuration types are associated with a Product Type, which are setup during the Implementation phase. For example, a product type of apparel could have configuration types such as size, color, or fabric.
When editing or removing a product configuration, the process is dictated by whether the product has ever been purchased. Follow these steps to safely update a product's configuration.
: If the product configuration has been sold before, do not click , as this may cause issues with previously placed orders.
If the configuration ... |
Then ... |
has been sold |
deactivate the current product, duplicate the product and perform any configurations edits to the duplicated product. |
has never been sold |
in the Actions column, click next to the standard to be edited. By clicking , any updates remove the current standard and add the new one. This method may be used as a quick way to replace a current standard with a new one. |
Follow the steps below to duplicate a product configuration.
Step |
Action |
1 |
Click the icon of the configuration to be duplicated. |
2 |
Enter the new configuration information and click Save. |
3 |
The configuration is now duplicated, which requires a new SKU to be created and related to it. |
Important: By clicking, the configuration is duplicated and added to the product. There is no Cancel function. If the duplication is not desired, click Save. Then, click in the Actions column to remove the duplication from the product. If this is not performed, problems may arise on associated product sales channels.
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