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Learn more about customizing a Marketing Shop's products.
On this page:
How to copy an order to a Marketing Shop
How to copy a Collection to a Marketing Shop
Product Databases
You can source a shop's products from:
To add a product to your shop:
- In the Products tab, select + Add > Product to open the product databases
- Add products as normal
- Then, select Close to return to the Products tab
How to edit a product
Marketing Shop products are similar to the products you use on your orders.
To edit a product:
- Hover over the product and click Edit
- Edit the product as usual, including adding artwork
Some unique features of Marketing Shop products include the:
Adding artwork
To add artwork:
- In the "Edit Item" screen, under "Decoration Information," click to + add artwork location
- Select Add new decoration location
- Type the decoration location in the "Location 1" text field
- Click Add
- Select Add Artwork beside the location name
- Enter the required details
- Click Save
- Add the artwork pricing as usual (imprint costs are included in the client price, and the setup costs can be displayed to the client or subtracted from the margin)
Marketing Shop products allow the shopper to upload their artwork, so there's no need to upload an image.
To copy artwork from another product:
- In the "Edit Item" screen, under "Decoration Information," click to + add artwork location
- Select Copy from another product on this order
- Choose the product you'd like to copy from
- If the product you're copying from has more than one artwork location, deselect any of the artwork locations you do not want to copy (optional)
- Select Copy Artwork Only or Copy Artwork & Pricing
- Make any necessary edits to the artwork/pricing (imprint costs are included in the client price, and the setup costs can be displayed to the client or subtracted from the margin)
Adding upcharges
You can include upcharges to any product's size/color variants.
To add an upcharge:
- Under "Up Charges ($)," click + add up charge
- Click the dropdown and select to add the upcharge to size or color
- Select the circle beside the sizes/color variant you'd like to add the charge to
- Click Add
- Enter the additional charge beside the size/color name
- Add more upcharges as needed
Enforcing minimums
The pricing grid's first column quantity will be the minimum quantity your shoppers need to order. You can change the quantity to any amount you like, but shoppers can not add the product to their cart until they meet/exceed the minimum.
Rather than deleting a product, you can choose to hide it from the shopper's view, so it's still available if your client changes their mind.
- To hide a product from the shopper, hover over the product, and click Hide.
- To show a hidden product, hover over the product and click Show.
How to copy a product
To make a copy of an existing product, hover over the product and click Copy. The copied product appears just below the original item and can be edited as normal.
How to delete a product
To delete a product from a shop, hover over the product and click Delete > Yes.
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How to add titles
Marketing Shop titles are the same as the titles you use on orders.
There are two ways to add titles to your shop:
- In the Products tab, click + Add > Title > type your text in the "Add a title" field
- In the Products tab, hover over the item you'd like to add a title above > right click your mouse > select Title > type your text in the "Add a title" field
Detailed vs. Grid
The Detailed view is the default setting; it shows a product's:
- SKU
- Supplier name
- Supplier phone number
- Product name
- Product description
- Total units
- Margin % per line item
- Client price per line item
Click the Grid view to view a product's:
- Image
- Placement in the presentation
While using the Grid view, you can hover over a product to see its name. By clicking on the icon, you can select to hide, edit, copy, or delete the item. You can also click on the item to edit it.
commonsku tip: Try using the Grid view to rearrange your products by dragging and dropping them to a new spot on the presentation!
How to copy an order to a Marketing Shop
You can copy existing presentation/estimates/sales orders/invoices to a new shop.
To copy an order to a shop:
- Open the presentation/estimate/sales order/invoice you'd like to copy
- Click Actions
- Select to copy the form
- In the "Type" field, click the dropdown and select Shop
- Click the Create Shop button under the Marketing Shop
You can only copy an order to a new shop, not an existing shop. If you'd like to copy multiple orders, the best practice is to combine the orders into one presentation/estimate/sales order/invoice and then copy that single order to a shop.
How to copy a Collection to a Marketing Shop
You can copy supplier Collections to new and existing shops.
To copy a Collection to a shop:
- In the Collections tab, open the Collection you'd like to copy
- Choose the products you'd like to copy (you can copy the entire Collection or select products)
- Click Copy to Shop/Project
- Select the Shops list
- Choose the shop you'd like to copy to and click Add Products or click Create Shop to create a brand new shop
FAQ
- What are the recommended dimensions for product images?
- What file type should I use for product images?
- Can I upload a size chart to a product's images?
- What if I don't want shoppers to upload their artwork?
- Why can't my shopper upload their artwork?
- What if I don't know some of the required artwork details?
- Can I specify a file type for the artwork upload?
- How can I make product categories?
What are the recommended dimensions for product images?
Shop's products can be any image size, but square images (600 x 600 pixels) tend to look best on mobile.
What file type should I use for product images?
Shop's product images should be a JPG, PNG, or PDF file.
Can I upload a size chart to a product's images?
Of course! If the sizing chart is large and hard to see, you can take it a step further and add instructions for your shopper to open the image in a new tab. Another option is to add the image link to the product's description and instruct the shopper to copy/paste the link into their browser.
What if I don't want shoppers to upload their artwork?
In that case, you can skip adding an artwork location to the shop and add the artwork to sales orders created from the shop.
Why can't my shopper upload their artwork?
Shoppers can only add their artwork to products with an artwork location, with all the required details. Your shopper won't be able to upload artwork if any of the decoration details are missing.
What if I don't know some of the required artwork details?
If you're not sure of the details, you can add something like "TBD" or "N/A" in each of the required fields, aside from "Proof Required." You can customize your imprint list through Admin > Settings > Imprint Methods to include any option you need.
Can I specify a file type for the artwork upload?
There's no way to restrict the upload to a particular file type, but you list your preferred file type inside of the artwork location's "Logo Name." In the client-facing shop, the logo name appears just above the artwork upload box, so it looks like you're asking for a specific file.
How can I make product categories?
Definitely! You can make categories by adding titles to your shop.