In the Hexicom System, you can create Products for multiple uses, for example: eStores, Estimates, Jobs, etc.
This article is going to explain the basics of products, describing briefly how each section operates with links to articles providing a more in-depth explanation on topics relating to the current section.
TABLE OF CONTENTS
- Basics On How To Create A Product
- General
- Pricing
- Decoration
- eStore Settings
- Additional Options
- Coupon Codes Options
How To Create A Basic Product
Creating a basic Product in Hexicom system only requires a few steps in order to have a Product ready for use.
Here are the steps:
1. Name the Item Title:
2. The Item Code is generated by the system automatically/or can be changed by the user:
3. Add any Descriptions that the Product may have:
(These Descriptions will display on Estimates, Jobs, Invoices, etc. and will be sent to customers)
4. Pressing "Next" onto Pricing, choose between 3 types of Pricing: Simple Matrix, Price Bands and Large Format Matrix.
If you would like to know more about Pricing Types:
- Creating a Product with the “Large Format Matrix” Pricing Type
- Creating a Product with the “Price Bands” Pricing Type
- Creating a Product with the “Simple Matrix” Pricing Type
Then configure the Pricing details below:
5. Then select "Save":
Congratulations on creating your first Product!
Additional information:
- Creating an Editable Product for an eStore
- Designing an Editable Product for an eStore
- Creating a Product Category for an eStore
General Tab
There are 4 sections on the general page, these sections have options that control of the general aspects of the product.
Initial Section
The Initial Section is where the main details of the product are configured:
Category Name: Allocates the product to a Category, when you want to have a Product appear in an eStore.
(They will need to be allocated to a category in order to appear in the eStore.)
Item Title: The main title for the product. This title will be used for all instances of the products uses.
For example: Estimates, Jobs, Invoices, etc.
Product Type: Can either be Non-editable or Editable. An Editable product can have a template with fields that can be input by the user, for example Business Cards; users can add their names, Job title, Phone, email, etc.
Draw Stock From: For Stock Products, the stock will need to be drawn from a source, this will give the options of:
Product Thumbnail: Displays the thumbnail of the product in an eStore or in a template for an Estimate, Job, Invoice etc.
Mandatory fields are: Item Title and the Item Code.
Description
Section is for the main descriptions of the product.
Dimensions
Section is for dimension information that the product may have.
Allocation
Section is for eStore related functions, these options control product allocation to a customer eStore.
Additional information:
- Categories and Products for an eStore
- Product Dimensions
- Creating a Product with the “Large Format Matrix” Pricing Type
- Creating a Product with the “Price Bands” Pricing Type
- Creating a Product with the “Simple Matrix” Pricing Type
Pricing Tab
The Pricing type can be selected in this section only when creating a new product, the options to select from are:
- Simple Matrix
- Price Bands
- Large Format Matrix
After a Pricing Type has been selected and saved, it can no longer be changed. However the Quantity and pricing details can still be configured.
Additional information:
eStore Settings Tab
The eStore Settings section contains options that focus on eStore related configurations.
eStore Description
Description fields that can display in the product screen in an eStore.
Print Ready File
Function allows for a PDF to be uploaded and used in the product screen, allows the user to download a copy of a
product example PDF.
PDF Watermarks
A function that watermarks the PDF with text.
Product Detail Settings
Section controls how the product will appear in the eStore with added functions like allowing for the user to upload an Artwork File or to display a Print Ready File on the Product screen.
Also controls whether the Product is visible in the eStore.
Additional information:
Additional Options Tab
Additional Options can be allocated to the product in this section, however these Options are created in the Additional Options section.
They are created using a type of Question and Answer scenario and also requires an associated formula to be created.
There are 3 types of formulas that may be applied to an Additional Option:
- Single Simple Question
- Multiple Choice
- Simple Matrix
Additional information:
Coupon Codes Options Tab
Coupon Codes can be used to allow for a discount on products, which are used exclusively for eStores.
Additional information:
If you have any further questions, please contact Support.