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Product Configuration

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In this article, we will show you how to create and configure a Product on Connect&GO's Back-office.

Sections in the article:

 

What is a product?

A product is an item that can be sold on Connect&GO's POS, e-commerce and/or kiosk. They are categorized under different tags and can range from admission tickets to gift card, food or services. A product configuration can vary from simple to very complex, with various options.

 

Part 1: Prerequisites

Prior to creating a product, you must have these elements configured:

  1. The tax configuration.
  2. The tag the product will be categorized under when appearing on a salesgroup.
  3. The discount configuration, if applicable.
  4. The event group configuration, if applicable (capacity limit).

Prior to configuring a product, you must have these elements configured:

  1. The salesgroups you would like the product to appear on (POS/e-commerce/administration/marketing etc, and at which level, such as a Supervisor level or an Operators level).
  2. The general ledger codes needed to categorize the product for finance.
  3. The ticket type associated to the product.
  4. The addon type created to be attached to the product, if any.
  5. The cashless type created to be attached to the product, if any.
  6. The wallet type created to be attached to the product, if any.
  7. The account and question fields, if applicable.

 

Part 2: How to create a product

  1. On the left side menu of the Back-office, under Products, click Products.
  2. On the top, right side of the table, click Create Product.
  3. Fill out fields:
    1. The Product Name.
    2. The Slug (product URL) will pre-populate when typing in the product name.
    3. The Internationalization of the name, which is the translation of the name, if any.
    4. Choose an Image. This image will appear on the POS and/or e-commerce.
    5. Upload a PDF Canvas for each language you are supporting, if applicable. A PDF canvas is an attachment in a confirmation email once a transaction has been completed. More info under Part 3: How to create a PFD canvas.
    6. If the product requires an account to be linked/assigned (On or Off).
    7. The Tax rate, if applicable.
    8. The Tag(s) you would like the product to be categorized under.
    9. The Discount(s) that can be applied to the product.
    10. Lastly, the Event Group, if applicable (capacity limit).

 

Part 3: How to create a PDF canvas

A PDF ticket is a file that can be attached (via a link) to every confirmation email when a client purchases a product(s). On this file, clients will be able to view the product, QR code, who it is assigned to the product and other details. 

 

I f a client purchases more than one product, the PDF file will include all ticket details separately. For example, if a client purchases 2 products, there will be 1 PDF file/link that displays the tickets on 2 separate pages.  Depending on your requirements, you can have a different and same PDF template/canvas per product that you can design.

 

In this article, we have attached a PDF ticket canvas that you can design with our own photos and text. Once complete, you would then export it as a PDF and upload the file to your product(s). 

 

Please note, you will have to create one template for each language that you are supporting.

As well, the dynamic template on SendGrid will have to be modified so the PDF file/link will send with the confirmation emails. Here is the article with the modified HTML to add to your dynamic template (Part 3).

Using the templates provided on this article, you must fill the file with the photos and text you want, while respecting the elements that are already in the file. You can use Illustrator (.ai) or EPS files, as long as you don't change the dimensions of the file. This is very important! The content must be placed below the elements of the model. Then, you can generate a PDF and upload it to your products on the Back-office.

We suggest that testing the PDF by buying a product hidden in your e-commerce before publishing/displaying the product, to make sure everything looks good.
  1. Download the template attached to this article. Attached is an example as well named 'PDF Canvas Example.'
  2. Using the template, design and customize all panels of the PDF except for the section at the bottom of the middle panel, as seen in the screenshot. 
  3. Once complete, save as a PDF.
  4. If you have already created the product, log into the Back-office and under Products on the left menu of the page,  click  Products.
  5. Click on the Edit (Pen + Paper) icon on the right side of the individual product you would like to add to the PDF.
  6. Click +Add PDF File in the PDF Canvas section of the page.
  7. Click Choose File and choose the PDF you created and then select the language that the PDF is in.
  8. And done! Click Update Product at the bottom of the page to save changes. 

 

 

Part 4: How to view and complete a product configuration

  1. If not already there, under Products on the left menu of the page,  click  Products.
  2. Click on the View (Eyeball) icon on the right side of the individual product you would like to view and configure.
  3. From here, you will be able to do the following under the 'Details' tab.
    1. You will be able to view the product details that were imputed when creating the product.
    2. You will also be able to duplicate the product by clicking on the drop-down menu that reads ‘Select Action.’ Further explained in Part 4 of this article.
  4. Under the 'Salesgroups' tab.
    1. Click Attach Salesgroup.
    2. Choose a Salesgroup that you have already configured.
    3. The Minimum and Maximum quantity of products you want to be sold at this salesgroup.
    4. The Increment rate you want the product to increase at (usually 1).
    5. The start and end date of a Sale, if applicable.
    6. And the individual dates the product is Visible and/or Hidden (visibility start and end date) on the salesgroup you are attaching.
  5. Under the 'Price' tab.
    1. Click Create Price.
    2. Is variable (if yes, the client can set the amount between the minimum and maximum)
    3. The product Amount. This may also depend on the salesgroup the product is being sold on. For example, you may sell the product at the door for 50$ and online for 40$.
    4. You can choose a General Ledger code for financial purposes.
    5. Restrict the right to a discount for this price.
    6. Choose a Salesgroup, if applicable. 
    7. The Start and End date of the price’s Availability, if applicable.
    8. The Start and End time of the price’s Availability, if applicable.
    9. The Days of the Week the product’s price is available, if applicable.
    10. Flexible price according to the Minimum and Maximum quantity sold, if applicable. Can be applied after the minimum quantity has been reached.
  6. Under the 'Product Type' tab.
    1. Attaching Tickets.
      1. Click Attach Ticket.
      2. Select the ticket type for the product.
      3. Choose quantity.
      4. If the quantity is decimal, you can choose whether the quantity is ceiling or floor (round up or down).
    2. Attaching Addons.
      1. Click Attach Addon.
      2. Select the type of addon for the product.
      3. Choose quantity.
      4. If the quantity is decimal, you can choose whether the quantity is ceiling or floor (round up or down).
    3. Attaching Cashless.
      1. Click Attach Cashless.
      2. Select the type of cashless product.
      3. Choose the amount to apply.
    4. Attaching Wallet (if the product comes with a bracelet or barcode).
      1. Click Attach Wallet.
      2. Select the type of wallet for the product.
      3. Choose quantity.
      4. If the quantity is decimal, you can choose whether the quantity is ceiling or floor (round up or down).
  7. Under the 'Required Account Fields' tab.
    1. If the product requires an account, you can choose which account field is required and whether this field is required when selling or running the fulfillment (address, telephone, birthday etc).
    2. Click Attach Required Account Field.
    3. Select an account field.
    4. Choose if required for sale or at the time of product fulfillment.
  8. Under the 'Required Question Fields' tab.
    1. If the product requires a question during the sale, you can choose which questions are required.
    2. Click Attach Required Question Field.
    3. Select a question field.

 

Part 5: How to duplicate a product

Once the product has been configured, you can choose to duplicate it, if necessary. A quick reminder that this action can be done at any time and depends on which stage of the product configuration you want to be duplicated.

  1. As mentioned earlier, under the 'Details' tab of the product you would like to duplicate, you will see the drop-down menu on the top, the right side that reads ‘Select Action.’ 
    1. Click it and select Duplicate Entry.
    2. Then click the blue PLAY button right beside the drop-down menu.
    3. A popup will appear. If you are okay with moving forward, click Run Action.
    4. And done! the product has now been duplicated and you will see that the duplicated product has ‘Copy’ in its name. This can be edited.

 

Part 6: How to edit an existing product

When on the main section of Products, click on the Edit (Pen + Paper) icon on the right side of the individual product you would like to edit. You can also find a shortcut to edit an individual product, its salesgroups, prices, product types, required account fields and required question fields when you are viewing it (View (Eyeball) icon).