Fortune3™ Shopping Cart Software - Ecommerce Solutions

Fortune3™ Wizard: Online Store Builder Software

Shopping Cart Software - Ecommerce Solutions

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My Products



Shipping Information Sheet - Taxes


"My Products" Tree:



The FORTUNE3 E-Commerce & Shopping Cart Wizard software features a visual product tree that starts with a main icon labeled "My Products". Your online store's ease of use and navigation will depend on how you organize your product catalog through categories. You can incorporate all of your Categories, Products, Products with Options and Gift Certificates through specific icons on the tree.



Since any category can be placed inside another category (in different layers or sub-categories), you will be able to build your online store by placing each product in the right location and maximize your shopping cart's usability and sales. You can categorize your online store by index (like a printed catalog), location (similarly to the isles and shelves of a department store), type, brand, size, color, etc.; or by combining them as needed in your E-Commerce website.

By right clicking on any of the icons on the product tree, a menu will open offering you various options. You can also move any icon from one place to another or use the Cut, Copy and Paste options, as well as the Drag and Drop feature with your mouse. There are also buttons on the bottom of the tree called "Move Up" "Move Down" "Move to Top" and "Move to Bottom" that will organize your items in order.


Adding Categories - The First Step



By creating the appropriate Product Categories, the products in your online store / catalog will appear well organized and can easily be found by customers (i.e. type, brand, location, etc.). The FORTUNE3 E-Commerce Software and Shopping Cart Wizard software allows you to display unlimited nested categories (multiple levels of sub-categories) in the same way as they appear on the shelves of your store / warehouse, or as it has been printed on the catalog of your company. On your site, sub-categories will be shown as an expandable (pop-out) menu coming from the main category when the mouse is over it (or a non-expandable if you choose to in the "More Settings" button of the Wizard's My Web Pages section).




To add a Main (1st Level) Category, right-click on the "My Products" icon; click on Add "Product Category" from the menu and fill in the appropriate information. To add a sub-category, right-click on the parent Category and click on Add "Product Category" from the menu.


Category Fields

Name:
This is a required field. This is the field that represents your category. Your web store's navigation menu contains the category Name field for each category on your Tree. Therefore, because of the space limit for the menu, this field is limited to 24 characters.

Description: This is a required field. Use this field to write a description for your category and possibly the type of products it contains. This field will support general HTML tags to further enhance the appearance of the text and is limited to 250 characters (see HTML Tags for more details). For larger category descriptions, you may use the Additional Description field.

Additional Description: Use this field to add a larger description for your category. This field will support a much larger number of characters than the Description field. The "Place Additional Text" drop-down menu will allow you to choose where you want the Additional Description to show up on each of your category pages. It can either come up before the list of products, or after it. This field will support general HTML tags to further enhance the appearance of the text and is not limited in its number of characters (see HTML Tags for more details). 

Image: You may Browse for an Image if you would like your Category to be represented by an Image. Images can have a maximum size of 100kb. That size should be large enough for an image that is up to 700 pixels wide and in normal-high resolution. The only acceptable image file types are .jpg .jpeg .gif and .png.

Category-based Discounts can also be incorporated into each of your categories. Each of your categories may offer a percentage discount for a 2nd product purchase for products within the same category (Products beyond this point may reflect a 2nd product discounted by a percentage - Buy one, get the 2nd Product Discounted by ___%). For each product within this category, you will be able to select whether or not that product is eligible for this discount. The discount will be advertised on your category pages and on the product pages for each of the products that participates in the discount.

Webpage Meta Tags/Properties - In this area, you can designate your own custom Webpage Meta Tags and assign a filename for this category's web page(s). If you do not wish to do this, leave these text areas blank, and the software will create default values for these fields based on the information you have entered into the Name and Description fields for this category - and though these default values will not be visible on the software itself, they will be on your site. You can specify the web page's Title, Description, Keywords and Filename. This is mainly available for you to optimize your pages for search engines. If any of these fields are left blank, FORTUNE3's default optimization will be used for that field on this category's web page(s).


Title - The title and title Meta Tag for this category's web page(s). The title appears on the top title bar of browsers, and is used by search engines to display a title for this category's web page(s), and possibly to determine where to position this category's web page(s) on their search results. Leave blank to use FORTUNE3's Default Title Optimization for this page (which is based on the category name).
Description
- A description and description Meta Tag for this category's web page(s).
This will be used by search engines to display a description for this category's web page(s) on their search results page (under the title), and possibly to determine where to position this category's web page(s) on their search results. Leave blank to use FORTUNE3's Default Description Optimization for this page (which is based on the category name and description). 
Keywords
- Will be used as the keywords Meta Tag by search engines to determine the ranking and positioning for this category's web page(s) on their search results when people search for your keywords. Because search engines prefer it, every keyword entered here will be separated by a comma on the category's web page(s), even if you do not separate the words with commas on this field. Please remember these are keywords, not key phrases.
Leave blank to use FORTUNE3's Default Keywords Optimization for this page (which is based on the category name and description).
Filename - The name of the html file for this category's web page(s). Simply enter the name, do not enter .html at the end. If the filename you enter has already been assigned to another category or product, or if your category is divided into several pages (because there are too many products to fit in one page), the system will automatically add a number to the end of the filename (Filename_2.html). Leave blank to use FORTUNE3's Default Filename for this page (which is based on the category name).
 
When finished, click on "Save & Close". You can continue adding categories and sub-categories until the desired structure of your E-Commerce website's navigation menu is complete.


Category Discounts: Adding a 2nd Item to the shopping cart and getting a discount



The FORTUNE3 Shopping Cart & E-Commerce Wizard software enables you to offer a percentage discount for selected products when a second item is added to the shopping cart from the same category. To establish this type of discount, select a Product Category, right-click on it and click on 'Properties'. Check-mark the box corresponding to a 2nd product purchase discount and select the desired percentage discount. Finally, any product beyond this category (Products and Products with Options) can participate in the established discount by having the corresponding box checked in the product's properties window.


Important Note: When using this discount option, the least expensive product of the two will be the one the discount will apply itself to, not necessarily the "Second" chosen product.


Adding Products / Editing Products



The FORTUNE3 E-Commerce & Shopping Cart Wizard software features two ways of adding Products: Either add a product by entering the product information manually or by using the "Import Products from Spreadsheet" feature. To enter a product manually, select the "Product Category" target (on the category that you want to add the product to), then right-click on it and select "Add Product" or "Add Product with Options" (If your product has options such as sizes, colors, etc., then choose "Add Product with Options", otherwise if your product is a simple product without any options, choose "Add Product"). Fill in the corresponding entry-form. You may also right-click on the "Product List" panel to fill in the product entry-form, but it will not appear in the tree or on the site until it is copied and pasted or dragged and dropped into a "Product Category" on the Tree.


The Product List:

The FORTUNE3 Shopping Cart & E-Commerce Wizard software features a linear product list. All of the products in Product Tree appear in the "Product List", but on this "linear" list, the products and categories are not related to each other. Furthermore, products that may have once existed on the Tree but have been deleted will remain in the "Product List" unless they are removed from the list manually (by right-clicking on it and clicking on "Delete"). This is in case you delete a product by accident, or delete a product and want to easily bring it back at a later time. Additionally, products that are imported from a spreadsheet but weren't imported into a category on the Tree will be listed on the "Product List" ONLY. You may easily drag and drop or copy and paste these products from the "Product List" into any category in the Tree in order to bring them back into your web store. You can display the list by clicking on "Show Product List" from the top bar.




Use the "Product List" to quickly find a product, to get access to a product's data entry form, and to...


Sort products either by SKU, Name, or Color. The color determines whether the product is currently in the Tree (black), has been deleted from the Tree (red), or is newly imported from a spreadsheet but was not imported into a category (blue). Highlight items in the list by using the "Up" and "Down" arrow keys or by "pointing and clicking" with the mouse.
Select (highlight) any item and press the "Enter" key or right-click with your mouse and then click "Properties". A corresponding entry-form becomes available for data field modifications.  
Group several products in one selection. Use the "Shift" key for sequential groups and "Ctrl" key for non-sequential groups.
Drag and drop any selection from the Product List onto its appropriate category on the Product Tree. Preset the selection either as a "Product" or as a "Product with Options" by selecting the appropriate type from the choice below the list.
Copy and Paste selected products from the Product List into its appropriate category on the Tree. Right-click on the selection and choose "Copy". Select a "Product Category" target on the Tree, right-click on it and select "Paste".
Differentiate the products by action type: Products that are "current and available" in the Product Tree are listed with "black-type". Newly imported products that were not imported into a category are listed with "blue-type" (until being placed onto a category in the Product Tree). Products deleted from the Product Tree are listed with "red-type".

NOTE:
Products deleted from the "Product List" window will also be deleted from the Product Tree and from the E-Commerce website, online store and shopping cart. If a product is ONLY on the product list, it will not show up on the site.


Thumbnail Size (px):

A thumbnail will automatically be created for every product and category image, and will be used on category web pages that display multiple products and multiple categories in one page.

You can choose the size of the thumbnails that get displayed to represent your products and categories on all of the category pages that display the thumbnails. Your choices are "75X75", "100X100" and "150X150". These are measured in pixels. Images are automatically reduced proportionally so that image quality is not compromised. When adding images to your products and categories, add the full-size version of the images, as the FORTUNE3 software will automatically produce a high-quality thumbnail for each image you add. Try to use images of the same width X height proportions for each specific product, as keeping the same proportions for each image will ensure that the category pages' layout will be displayed uniformly.



Product Properties Screen




Product Fields

SKU:
This is referred to as a stock keeping unit. This will be the reference number for this item within your web store and is therefore a required field. Your products will mainly be represented by their SKU number on your order reports in the Administrative Site. SKU Numbers for each product MUST be unique. The Product SKU field has a limit of 15 characters. Please avoid having the first character of the SKU be a zero ( 0 ), as this may cause problems while importing/exporting the products.

UPC Code: This is an optional field used for references or for possible shopping cart customizations to integrate a web store with accounting and inventory programs that are tied to an in-store scanning device. This is not displayed to your customers.

Product Name: This is a required field. This is displayed by default on any part of your site that lists this product. HTML web pages for products created on your site will be named after the Name of the product unless you specify a filename. The Name field does not need to be unique. The Product Name field has a limit of 50 characters.

Description: This is a required field. Write a short to medium description for your item - larger descriptions and specifications should be entered into the "Additional Description" field explained below. The description is displayed on your category pages for categories that contain this product (this is why it shouldn't be too long) and on this product's individual web page. This field will support general HTML tags to further enhance the appearance of the text and is therefore not limited in its number of characters (see HTML Tags for more details). 


Additional Description - This is an unlimited field for a large description or additional product information, available for notices or other information of interest to a buyer. This field will support general HTML tags to further enhance the appearance of the text (see HTML Tags for more details), and will appear on this product's individual web page only.

Regular Price
- This is a required field. This is the basic price of your item, and is the retail price at which retail customers can purchase this product unless there is also an On Sale Price defined for this product (in which case customers can purchase this product at the On Sale Price). This field is required unless the "Set Prices by Order Qty", "Display Call For Price" or "Do Not Show Price Info" options are checked.

On Sale Price - This is an optional field that will offer the item at a Reduced Price instead of the Regular Price. It will override and visually cross out the Regular Price during shopping and it will advertise the savings (You Save: $____). To enable this, the box "On Sale Price" must be checked and the sale price entered. If this is enabled, this product is considered to be a Special Offer.

TIP: If your product is offered for free ($0), and customers can order it without paying, enter 0 on the Regular Price field and then on the On Sale Price field, enter -2 (negative 2). Only entering 0 into the Regular Price field will not allow customers to order this product.

Set Prices by Order Qty - By enabling this option, you can set a price for a product according to the quantity that is added to the shopping cart of this particular item. Just check-mark the box and fill out the table according to the prices per quantity to be ordered similarly to the below image:



Note: What you enter on the first field (from) of the first row will determine the Minimum Order Qty for this product. If you start the table with a quantity of 6, customers will not be able to order this product unless a minimum quantity of 6 is ordered because as there is no price defined for that quantity.

Display "Call for Price" Message - If enabled, the software will not show a price for this product, instead the product will display "Call for Price". Visitors will not be able to order this product on your Retail Shopping Cart if this is selected.

Do Not Show Price Info -
If enabled, the software will not show a price for this product, and the product will not display anything that relates to the price. Visitors will not be able to order this product on your Retail Shopping Cart if this is selected.

State Taxable Product - If this box is un-checked, the online store will prevent this product from being taxed even if the customer is in a taxable state. Otherwise, the product will be taxed in states where "Sales Tax" has been specified. This is checked by default.

Wholesale Price Levels (1 - 5) - Defines 5 different prices for this product on your Wholesale shopping cart. By using the Administration Site's "Manage -> My Wholesale Customers" interface, each wholesale customer can be assigned to one of the five price levels available. Wholesale customers will then be able to order this product at their assigned Price Level. These fields will be disabled if your Wholesale shopping cart is not activated in the "Wholesale Options" screen of the Wizard's "My Company" section.

Webpage Meta Tags/Properties - In this area, you can designate your own custom Webpage Meta Tags and assign a filename for this product's individual web page. If you do not wish to do this, leave these text areas blank, and the software will create default values for these fields based on the information you have entered into the Name and Description fields for this product - and though these default values will not be visible on the software itself, they will be on your site. You can specify the web page's Title, Description, Keywords and Filename. This is mainly available for you to optimize your pages for search engines. If any of these fields are left blank, FORTUNE3's default optimization will be used for that field on this product's individual web page.

Title - The title and title Meta Tag for this product's web page. The title appears on the top title bar of browsers, and is used by search engines to display a title for this product's web page, and possibly to determine where to position this product's web page on their search results. Leave blank to use FORTUNE3's Default Title Optimization for this page (which is based on the product name).
Description
- A description and description Meta Tag for this product's web page.
This will be used by search engines to display a description for this product's web page on their search results page (under the title), and possibly to determine where to position this product's web page on their search results. Leave blank to use FORTUNE3's Default Description Optimization for this page (which is based on the product name and description).
Keywords
- Will be used as the keyword Meta Tags by search engines to determine the ranking and positioning for this product's web page on their search results when people search for your keywords.
Because search engines prefer it, every keyword entered here will be separated by a comma on this product's individual web page, even if you do not separate the words with commas on this field. Please remember these are keywords, not key phrases. Leave blank to use FORTUNE3's Default Keywords Optimization for this page (which is based on the product name and description).
Filename - The name of the html file for this product's web page. Simply enter the name, do not enter .html at the end. If the filename you enter has already been assigned to another category or product, or if your category is divided into several pages (because there are too many products to fit in one page), the system will automatically add a number to the end of the filename (Filename_2.html). Leave blank to use FORTUNE3's Default Filename for this page (which is based on the product name).

Unit of Measure - This is a required field. This field represents the unit of the product or the amount of the current product that the customer will be buying at the specified price. This will be displayed on your product's price in the shopping catalogs as well as invoices similarly to $ ___ / Each. This field defaults to Each, but other examples include Box, Dozen, Lb., Foot, Meter, Gallon, Pair and others.

Minimum Order Qty. -
The smallest quantity of this product that can be ordered on your retail site. This product may not be added to shopping cart without at least x amount. This field is set to 1 by default.

Maximum Order Qty. -
The largest quantity of this product that can be ordered on your retail site, regardless of the quantity in stock defined in the Admin Site's "Manage -> My Inventory" interface. This field is set to 999999999 by default.

Minimum Order Qty. for Wholesale - The smallest quantity of this product that can be ordered on your wholesale site. This product may not be added to shopping cart by wholesale customers without at least x amount. This field will be disabled if your Wholesale shopping cart is not activated in the "Wholesale Options" screen of the Wizard's "My Company" section. This field is set to 1 by default.

Maximum Order Qty. for Wholesale -
The largest quantity of this product that can be ordered on your wholesale site, regardless of the quantity in stock defined in the Admin Site's "Manage -> My Inventory" interface. This field will be disabled if your Wholesale shopping cart is not activated in the "Wholesale Options" screen of the Wizard's "My Company" section. This field is set to 999999999 by default.

Product Image: Optional but Recommended. This is the main image for this item (note that you will have space for 6 additional images per item). If you do not select an image, instead of the image a square will appear on your site saying "Image Not Available", or a default generic image will be displayed for your product. Images can have a maximum size of 100kb. That size should be large enough for an image that is up to 700 pixels wide and in normal-high resolution. The only acceptable image file types are .jpg .jpeg .gif and .png. When adding the image to your product, add the full-size version of the image, not the thumbnail. The FORTUNE3 software will automatically produce a high-quality thumbnail for each image you add that will be used when displaying multiple products on one web page. Try to use images of the same width X height proportions for each specific product, as keeping the same proportions for each image will ensure that the category pages' layout will be displayed uniformly.

For this Product, Apply Shipping Charges According to:

Calculate According to Shipping Settings - This is selected by Default. Select to use the company's Shipping Calculation Settings (shipping calculations are specified in the "Shipping Information" tab of the My Company section) for this item, by either providing customers with shipping prices from the carriers, or with Company Shipping Rules.

FREE Shipping - Limited Time Offer (Will Advertise) - Select to provide customers with free shipping (paid by the company) for this product. This will bypass the shipping calculations specified in the "Shipping Information" tab of the My Company section, and set the shipping cost to "Free" for this item. Your site will advertise this limited time offer of free shipping for this item. If this item is ordered among other items that do have a shipping cost, this item will not be included into the shipping cost calculations of the order. If this item is ordered by itself, it will have no shipping cost, and the shipping method will automatically be set to "To be Arranged".

Fixed Amount - Select to use a fixed amount for this item's shipping cost. This will bypass the shipping calculations specified in the "Shipping Information" tab of the My Company section, and set the shipping price of the item according to the Fixed Amount indicated in the Domestic and International fields. The fixed amount will be charged for each quantity unit of this product, so if a quantity of 2 of this item is ordered, the shipping cost will be doubled. If this item is ordered along with other items that have different shipping methods, then the fixed amount will simply be added to the shipping methods of the other items. Otherwise, if this item is ordered by itself, the shipping method will automatically be set to "Fixed Shipping".

This Product's Handling Fee - An additional fee may be added to the shipping amount for this item, beyond the specified or calculated shipping charges. The handling fee will be to the shipping cost of the orders that contain this item.

Weight and Dimensions - These are used to calculate shipping costs and consolidate the number of products in a shipment or box and must be relatively accurate if you are to get accurate shipping quotes from live carriers. Please set the dimensions of the items as they are packaged and shipped, not necessarily as they are. Entering 0 in ANY of these fields will result in no shipping costs for your orders if you are using the shipping carriers to calculate your shipping costs live.
See
Box Consolidation and Shipping Information for more information.

Display Weight & Dimensions to Visitors - Check-marking this will display this Product's weight and sizes to visitors on the Product's Specifications section (under the Additional Description) on this Product's Page.

Show Product on:


Retail & Wholesale Websites - This is selected by default. Choosing this option will display this product on both Retail & Wholesale sites (if both sites are activated).

Retail Website Only - Choosing this option will display this product on the Retail site only.

NOTE: If this box is grayed out, this means you do not have your site set up for Retail. In order to enable your site for Retail, go to the 'My Company' Section, and click on 'Retail Options'. Enable your Retail Site by clicking the checkbox 'Create Retail Web Site'.

Wholesale Website Only - Choosing this option will display this product on the Wholesale site only.

NOTE: If this box is grayed out, this means you do not have your site set up for Wholesale. In order to enable your site for Wholesale, go to the 'My Company' Section, and click on 'Wholesale Options'. Enable your Wholesale Site by clicking the checkbox 'Create Wholesale Web Site'.

Do Not Show - Choosing this option will keep this product from being displayed on the site at all. You can use this to temporarily disable a product.

Additional Pictures - In this window, you can add up to six additional pictures to display different angles, colors or for whatever use you would like. Images can have a maximum size of 100kb. That size should be large enough for an image that is up to 700 pixels wide and in normal-high resolution. The only acceptable image file types are .jpg .jpeg .gif and .png. 


Custom Fields:

Creating Custom Fields - Custom Field Names

Custom Fields are text fields for your products that are not included in the software, that you may use to better describe your products to your customers. For example, if you are selling diamonds, you may add custom fields like Clarity, Cut, Color, etc., and then specify the description for each field on each product. Another example is if you are selling books, you may add custom fields like Author, ISBN, Publisher, etc. First, you must specify the Custom Field Names by clicking on "Custom Field Names" in the top bar of the My Products section. Here you will add the names of the custom fields you would like to have for your products. Custom fields for your products will display on the bottom of the individual product pages. You can add Fields that will not display on every product, but will on certain products only. Only those products where you enter a value into the custom fields will display these fields.




Custom Field Values

Once you have added the fields you want to be able to use, you can input the information you want displayed in each field for each specific product. You will find this window by clicking on the "Custom Fields" button of each product's Properties window. If you leave a field blank, the field will not show up for this specific product.



The end result of these fields will look like this on the bottom of the product's individual web page:


Tab Setup:

If you would like to use tabs to display information for the product, you can do so by using the Tab Setup feature. Click on "Tab Setup" on the Product Properties screen. Tabs are sections with information. Users will be able to click on a Tab in order to view the information that is in that tab.


Add/Delete Tabs - You can add a Tab by typing in the name of the new Tab on the top "Tab Text" field, and clicking in "Add Tab" on the right. To delete a Tab, click on the desired Tab on the top and click "Delete Tab" on the bottom right.

To add a Tab, you can enter in the Tab Name (this will be displayed as the text to the clickable tab to viewers) into the Tab Text box, and click on "Add Tab". This will create tabs for you to designate whatever information you want to display. You may then select the Tab that you want to edit from the middle section, and enter the information that you want to display into each tab separately.


Adding Preset Tab Tokens - You can easily populate your tabs with information by using Tab Tokens to "call" upon certain pieces of information for this product that you have provided elsewhere in the system. Select the Tab Token you wish to use from the drop-down box and click "Add Token".

At this point, you can then add whatever information you want. You can input the plain text yourself, use HTML code (see HTML Tags for more details), use the Tab Tokens you want each tab to show, or any combination of the three. The information will be displayed on your site exactly as it is layout in your tab content sections, and in the same order. As you can see in the image above, we have added these Tab Tokens to the Description tab:

[% proddesc %] - Shows Product Description

[% refundpolicy %] - Shows Refund Policy

The end result of these Tab Tokens will look like this on the bottom of the product page:


Note About Tab Tokens: Entering the Tab Tokens is very sensitive and should be approached with care. Entering a Tab Token in an invalid format, for example, not opening or closing it properly, or having additional token opening ( [% ) or closing ( %] ) tags will cause this product's page to show completely empty / blank.

Copy These Settings for Every Product.
-
To universally use the current tab setup for all of your products, click on this option.

Product Icons - Using these options will display small icons on the product's individual web page.


Icons in Order: Hot Deal, Bargain, Fast Shipping and Great Idea

Downloadable Product - If the product you're selling is a downloadable file, you can use this to browse for the file on your computer to be attached to this product. It will be uploaded to the site when you do the overall upload. You can use this feature is you sell digital products such as music or MP3 files and software files.

When your customers purchase a downloadable product, they will be sent an e-mail containing a link to download the file directly to their computer. The file download will be active for 10 days, and will be in an encrypted URL format so that people cannot access the file download from your site unless they order the product. Because this type of product does not require shipping, there will be no shipping associated with an order containing only downloadable products.

NOTE: Be aware that it is illegal to share/sell files or programs that you do not own the copyright or reproduction rights to. FORTUNE3 is obligated to investigate any complaints of copyright violations and shut down any site that violates copyright laws.

Ask Customers for some specific information that must be typed in - If your product requires your customers to enter or send you some text while ordering a product, this is what you use (used for embroidery, books with dedications, etc...). This field is disabled for a "Product", but enabled for a "Product with Options". In this field, enter the text that asks the customer to enter their specific information. You may checkmark the Required option to require the customer to enter this field - in which case the customer will not be able to order this product unless they enter the required information.


Products with Options



The FORTUNE3 E-Commerce & Shopping Cart Wizard software has the ability to create a 'Product with Options' so that your customers can choose options for their products (such as color, size, etc.).

If a Product with Options is offered in your Online Store, customers will have the ability to customize several options before adding the product to the shopping cart. Some cases include computers, clothing, food-restaurant, etc. A customer can order a computer by selecting from various monitors, video-cards, hard-drives and other options that you offer. A T-shirt can be offered in several colors and sizes.


To add a Product with Options, select the "Product Category" target (on the category that you want to add the product to), then right-click on it and select "Add Product with Options". Enter the information requested.

For instructions on how to fill out the Product Properties Screen, click here.

Once you have finished entering the information, click on "Save & Close".

If you had already added your product, but not as a Product with Options, but as a regular Product, you can easily turn it into a Product with Options by right-clicking on the product's icon, and clicking on "Change to Product with Options". Your icon will then change, and by clicking on the plus sign (+) to the left of it, you can extend it to see the "Options" icon underneath it. Proceed by adding your Groups of Options, click here for instructions. You can also do the opposite and change a Product with Options into a Product by right-clicking on the product's icon, and clicking on "Change to Product". Be aware that when you do that, you will permanently remove all of the Options that are associated with that product as well.






The Wizard will then automatically Prompt you if you would like to Add a Group of Options to this product.


What to do here? If you want to present several options (such as sizes, colors, or optional accessories) for your customers to choose from before ordering this product, click on Yes. Otherwise, if you simply want to copy/paste options from another product or ask the customer to enter text before ordering the product (by using the Ask Customer for some specific information that must be typed in field), click on No and you will return to the tree view. Otherwise, you may have added a Product with Options when you should have simply added a Product, if that is the case, click on No and then when you are back in the tree view, right-click on the product and click on "Change to Product".


Group of Options



A Group of Options is just what it sounds like - A Set Of Options that the customer can choose from before ordering the product by using a Scroll-Down List, a Radio List, Check Boxes, or Quantity Fields.

You can have an unlimited number of Groups of Options within a product. For example if you wanted to ask customers to select both color and size for your product, you would need to have 2 separate Groups of Options, one that contains several options for selecting a size, and one that contains several options for selecting a color. To add a new Group of Options to any Product with Options, right-click on the "Options" icon located inside the Product with Options, and click on "Add Group of Options". Fill out the screen based on your needs. All fields are described below:




Group of Options Fields


The Name and Description Fields are required and will be displayed as your question to the customers on this Product's ordering page. Fill these fields out in a similar fashion to the image above.  The Descripton field will support general HTML tags to further enhance the appearance of the text and is therefore not limited in its number of characters (see HTML Tags for more details). 

Additional Description - Larger space for a wider description available for notices or other information of interest to a buyer. This field will support general HTML tags to further enhance the appearance of the text and is therefore not limited in its number of characters (see HTML Tags for more details). 

Display Options Using: - Select Either Drop Down List, Radio List or Check Box.

Note:
If you checkmark "For this Group of Options, allow customers to enter a quantity for each option", this will be disabled. The Drop Down List, Radio List and Check Box will not appear at all, instead, an input field asking for the quantity will be displayed for each option.

Drop Down List Sample:


Radio List Sample:

Check Box Sample:


Quantity Fields Sample:

Image - Browse for an Image File only if you want to display an image in the same area where you are asking your question to the customers on this Product's ordering page. Images can have a maximum size of 100kb. The only acceptable image file types are .jpg .jpeg .gif and .png.  

For this Group of Options always disclose (print on order form) the Customer's Selection
- If this checkmark is checked, invoices for orders will always show which option was selected by the customer for this product. If this is un-checked and the Customer orders the item with the Default Option selected, the invoice will not say which option was selected.

For this Group of Options, allow customers to enter a quantity for each option - If this checkmark is checked, your options will not appear in a Drop Down List, Radio Buttons, or Check Boxes. Instead, all of the options will appear as a list with a quantity field next to each option, therefore, customers will be able to order multiple quantities of multiple options at the same time (as opposed to ordering each option separately).

NOTE:
You should only checkmark this option for one (1) Group of Options per Product. Do NOT checkmark this option for more than one Group of Options within the same product, as this will cause ordering confusion with customers and yourself.

Each Option is considered as a separate product - If this checkmark is checked, then each Option on the list, whether it is a Default Option or an Alternate Option, will be considered as a separate product, and therefore, each option must have a price (entered into the Price Variation field), weight and dimensions specified in their properties. The parent Product's price will be ignored and will not be counted towards the purchase price, only the price of each option will be used. If this is un-checked, the parent Product's price will not be ignored, it will be used for the purchase price, and each option may or may not have a Price Variation that affects the price of the parent Product.

Customers must select one of the Alternate Options to order this product - If this checkmark is checked, the shopping cart will not allow customers to order this product with the Default Option selected. Only after they select one of the Alternate Options can they order this product. This is used only when your Default Option is something like "Please Select One".


Default Option / Alternate Options:



This important feature is available from the Shopping Cart Wizard software to provide maximum functionality to customers buying products from your E-Commerce website, as they can customize their products at your online store during the ordering process.

In order to fully define the different options to be offered to customers for a Product with Options, each Group of Options that is created requires filling in their corresponding "Default Option" and "Alternate Options" entry-forms. Each Group of Options allows only one (1) Default Option and as many Alternate Options as desired.
The price, dimensions and weight of the "Default Option" are considered to be part of the "Product with Options" default configuration. If a buyer selects an "Alternate Option", it could affect the final price, weight and dimensions of its corresponding product. You can use the Options feature to offer several choices (colors, sizes, etc.) for the customer to select from before adding the product to the shopping cart. For example: Color options such as Gray, Blue, Red, etc. can be created within a Color "Group of Options".

Default Option:

The Default Option is the first option to be displayed in the current Group of Options for this product. If your Group of Options has Drop Down or Radio List selected on the Display Options Using field, the Default Option will be automatically selected or checked on the product's ordering page, and the Default Option cannot contain a Price Variation. Otherwise, if Check Box is selected, or "Allow cust