Customer Portal Product Maintenance

Menu Path: Portals $Images\bluerarw.gif$ Customer Portal $Images\bluerarw.gif$ Product Setup $Images\bluerarw.gif$ Customer Portal Product Maintenance

Purpose

Define and maintain products for customer portals.

Overview

Use Customer Portal Product Maintenance to assign customer portal products to customer portal categories and make the products available for sale on customer portal sites. Products should already be defined in Product Maintenance and be associated with locations in Product Location Maintenance. Pricing of customer portal products uses the standard pricing functionality.

Creating Customer Portal Products

To create a new customer portal product:

Click the New button in the ribbon.
Enter a customer portal site ID or name for the customer portal product in the Site ID or Site Name field.
Enter the product code or product name in the Product Code or Product Name field.
Enter a customer portal category name in the Category Name field, and click the Add button. You can add each product to multiple categories.
Enter a description of the product in the Description field.
Enter a detailed description of the product in the Long Description field.
Select other options for the customer portal product.
Click the OK button in the ribbon. The customer portal product is created.

Updating Customer Portal Products

To update an existing customer portal product:

Enter a customer portal site ID or name for the customer portal product in the Site ID or Site Name field.
Enter the product code or product name of the customer portal product you want to update in the Product Code or Product Name field.
Click the Update button in the ribbon.
Change options for the customer portal product.
Click the OK button in the ribbon. The customer portal product is updated.

Deleting Customer Portal Products

To delete an existing customer portal product:

Enter a customer portal site ID or name for the customer portal product in the Site ID or Site Name field.
Enter the product code or product name of the customer portal product you want to delete in the Product Code or Product Name field.
Click the Delete button in the ribbon.
Click the OK button in the ribbon. The customer portal product is deleted.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Portal Product Maintenance window.
New	Click this button to create a new customer portal product for a selected product.
Update	Click this button to update the selected customer portal product.
Delete	Click this button to delete the selected customer portal product.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first customer portal product. This button navigates by site, and then by product code.
Prev	Click this button to display the previous customer portal product. This button navigates by site, and then by product code.
Next	Click this button to display the next customer portal product. This button navigates by site, and then by product code.
Last	Click this button to display the last customer portal product. This button navigates by site, and then by product code.

Fields and Buttons

Field or Button	Description
Site ID	Enter a customer portal site ID for the customer portal product, or click the Lookup button to select a site ID.
Site Name	Enter a customer portal site name for the customer portal product, or click the Lookup button to select a site name.
Product Code	Enter a product code, or click the Lookup button to select a product code.
Product Name	Enter a product name, or click the Lookup button to select a product name.

General Tab Fields and Buttons

Field or Button	Description
Category Name	Enter an customer portal category name for the product, or click the Lookup button to select a category. The category must be a category for the selected customer portal site. For information on setting up customer portal categories, see Customer Portal Category Maintenance.
Add	Click this button to add the category entered in the Category Name field to the Categories grid.
Remove	Click this button to remove the selected category in the Categories grid.
Categories	This grid displays categories for the product.
Backorder Location	Enter the customer portal product's backorder location, or click the Lookup button to select a location. The resolution for the backordered quantity of a product ordered on the customer portal Website is the following: Preferred shipping location - this is the customer's default shipping location; if the customer's default shipping location is not set up, then this is the first shipping location defined on the Shipping Locations tab in Customer Portal Site Maintenance. Customer portal product’s backorder location First location that is a valid shipping location where the product can be sold
Low Quantity	Enter an available quantity that is the maximum quantity for the product to have a low quantity available. If you display images for availability to the customer portal user, in addition to a Yes or No image a Low image is displayed when the quantity available is between 0 and the quantity you enter in this field. If you leave this field blank, users will only see the Yes or No image to indicate a product is or is not available.
Can Be Sold Online	Select this check box to allow the product to be displayed and sold on the customer portal Website.
Drop Ship Online	Select this check box if you want every customer portal order for the product to be a drop ship line item. This check box is only enabled if the product can be drop shipped. This check box is selected by default if the product must be drop shipped.
Display As Featured Item	Select this check box to display the product on the default main customer portal Web page. This is the Web page that displays when a user correctly accesses the customer portal. If you select this check box, the product is displayed as a link at the center of the Web page, ready for ordering.
Description	Enter a description for the product. This description is used by search engines to find the product if no description is entered on the SEO tab.
Long Description	Enter a detailed description for the product. Note For the description to display in the customer portal in a font size and font color other than the pre-defined default (font size = 2, font color = blue), it must be written in a format acceptable for customer portal viewing. This is generally accomplished using HyperText Markup Language (HTML) tags. For more information, see HTML Basics FAQ.
Search Words	Enter search words for the product. The Quick Search field in the customer portal site enables users to locate the product based on these search words.
Thumbnail Image	If you want to provide a small-scale version of the product’s image, enter the file name of the image, or click the Lookup button to select the file. This image will appear on the customer portal site on selection of the product’s category. The page will display product links and the small image above the link to each product that belongs to the selected category. Note Generally, you can select images that are in these formats: Paper Port (.max), Bitmap (.bmp), or JPEG (*.jpg).
Large Image	If you want to provide a larger-scale version of the product’s image, enter the file name of the image, or click the Lookup button to select the file. This image will appear on the customer portal site on selection of a category’s product link. After the product is selected, the Website will display this large-scale image and any description you may have provided for it. Note Generally, you can select images that are in these formats: Paper Port (.max), Bitmap (.bmp), or JPEG (*.jpg).
Image Alternative Text	Enter alternative text for the product's image. If this is blank, the product name and description are used as the alternative text.

Images Tab Fields and Buttons

Field or Button	Description
Large Image	Enter the file name of the product's image you are adding, or click the Lookup button to navigate to and select the file.
Thumbnail Image	Enter the file name of a small-scale version of the product's image you are adding, or click the Lookup button to navigate to and select the file.
Image Alternative Text	Enter alternative text for the image.
Add	Click this button to add the image(s) to the customer portal product.
Remove	Click this button to remove the selected image in the Images grid from the customer portal product.
Images	This grid displays information about images for the customer portal product.

Filters Tab Fields and Buttons

Field or Button	Description
Filter Name	Enter a filter name associated with the product, or click the Lookup button to select a filter name. You can only enter or select a filter name for a filter that is set up to use user-defined values.
Filter Value	Enter a filter value associated with the product, or click the Lookup button to select a filter value.
Add	Click this button to associate the product with the entered filter name and value.
Remove	Click this button to remove the selected filter from the Filters grid.
Filters	This grid displays filter names/values associated with the product. You can enter or select a different filter value in the Filter Value column.

SEO Tab Fields and Buttons

Field or Button	Description
Description	Enter a description for the product, which can be used by search engines to find the product.
Keywords	Enter keywords for the product, which can be used by search engines to find the product.