Instructions - WiseSales: Creating a Product Card ("Normal" Product)

1. Let's move to the administration side of the system and select:

→ "Sales"
→ "Products"
→ "Products"

Create a new product card for the online store, click on "Add Product" at the top of the page.

2. Name a new product.
In the example, it's called ”jumbo towel”, and the product type ”normal” is selected from the dropdown menu.

2.1. Basic information
Set the visibility of the product card in the basic information section.

• "Visibility" = Choose whether the product is visible in the online store.
• "Show on homepage" = If the homepage has a fixed element where products can be featured, choose whether the product appears on the homepage.
• "Publication date / Expiry date" = If desired, you can set a publication date and an expiry date for the product card, thus regulating the period during which the product is visible in the online store.
• Other basic information can be set as desired, but for example, when using the personal identification number field, there must be a clear reason why the personal identification number is required during the purchase.

2.2. Product Descriptions

Short description = Appears only in the short description column in the product listing (Sales → Products → Products).

Product description = Appears in the online store as the product's presentation text. It's advisable to thoroughly cover the features and intended use of the product in the presentation text so that the buyer gets the best possible understanding of the product.

Technical specifications = The text entered in this field will be displayed in the online store on its own ”technical specifications” -tab.

Additional information for order confirmation = If additional information is to be included in the order confirmation sent to the customer's email, it is written in this field.

Link = A link is added to this field if you want to direct the customer from the product card to somewhere else.

Billing description = If additional billing-related information is to be included on the customer's invoice.

2.3. Setting the Accounting Account

If you're using WisePlatform's financial management tools, it's important to assign an accounting account to each product, where all sales of that product will be directed. If the accounting account is missing, the sales receipts will be incomplete.

In the product card, there's a section called "accounting". Click on the displayed company name there.

To add the desired accounting account to the product, you can search for it either by name or by the accounting account number.

2.4. Price information

To set the selling price and tax class for the product.
The system automatically calculates the net price for the product based on the provided information.
By clicking the 'Add discount' button, you can add a discount to the product.

Setting a discounted price for a product >>

2.5. Order Quantities

In the Order Quantities section, you can set limits on order quantities as needed, either for orders or on a per-person basis.

2.6. Categories (Adding the Product to the Online Store Menu)

Once the product card is ready and set (according to the basic settings in step 3) to be visible on the online store, it is added to the desired menu item in the online store using categories.
Click
→ "Add product to category"
and select the desired category from the list.

If the desired category hasn't been created yet, it can be created in the online store's category management (see the next section "online store categories").

Online Store Categories (Menu)

The online store navigation is managed from the system's administration panel under the section
→ Selling
→ Products
→ Categories

• A new category is added by clicking the ”Add category” -button.
• The visibility of categories is managed by checking the checkbox at the end of the row.
• The order of categories can be changed by ”dragging and dropping”.

2.7. Tags

In the ”Tags” -section, tags can be added to the product card, allowing them to be searched for in the product listing.

In the ”For Customer” -section, tags can be added that are intended to be added to the CRM for the person who purchases the specific product.

In the ”From Customer” -section, tags can be added that are intended to be removed from the CRM for the person who purchases the specific product.

2.8. Roles

If you want the buyer of the product to be assigned a specific role directly in the system, you would use the ”Roles” -section.

In the ”For Customer” -section, add here the role that is desired to be assigned to the individual when they purchase the respective product.

In the ”From Customer” -section, add here the role that is desired to be removed from the customer when they purchase the respective product.

2.9. Checkout Settings

The Checkout Settings section is used if the product is also sold from a physical store via the WisePlatform's point-of-sale system.

The setting can determine whether, when multiple units of a product are purchased, each purchase appears on separate lines for the same product or on a single line with the quantity indicated afterward.

2.10. Visibility

When a product card is set to be displayed in the online store, it is by default visible to all online store visitors.

If you want to restrict the visibility of the product card to a specific role created within the system (e.g., members), you would check only the roles in the visibility section for which you want the product to be visible.

3.1. Images tab

Images related to the product are added on the images -tab.

• Product images should be of high quality and showcase the features of the products comprehensively.
• It would be beneficial to have multiple images of a single product displayed in the online store.
• The system works best with square-shaped images (preferably with a resolution of 800 x 800 pixels), ensuring that nothing is cropped out or stretched from the original image.

Finally, save the changes made by clicking the "Save" -button.

3.2. Variants Tab

On the Variants -tab, different product variations are added if the product is available in different colors or sizes, for example.

The available variants of the product are initially defined in their own section under Sales → Products → Variants.

Instructions for creating variants >>

Finally, save the changes made by clicking the "Save" -button.

3.3. Shipping and Storage Tab

On the Delivery / Storage -tab, you add information related to the delivery and storage of the products.
The information entered in the "Delivery Details" -section is for internal use by the company and will not be displayed on the online store's product card.
In the "Inventory Management" -section, you define the information related to the product's inventory storage.

"Inventory Tracking" = From the dropdown menu, choose whether to track the product's inventory balance in the system or not.

"Display Inventory Balance in Product View" = The product's inventory balance will be visible to customers in the online store.

"If the product is out of stock" = In this section, you can specify whether ordering the product in the online store is prevented if it is out of stock (note: this section is linked to inventory tracking and only works if the product's inventory balance is being tracked).
Finally, save the changes made by clicking the "Save" -button.

If you select "track product inventory balances" in the "inventory tracking" section, a product inventory table will appear on the product card tab as well.

In the "Inventory Balance" section, you can add products to the inventory for each warehouse using the green plus icon. Similarly, you can decrease the inventory for each warehouse using the red minus icon.

Please note that preventing product ordering (in the "if the product is out of stock" section) is only possible if the product's inventory balance is being tracked.

3.4. Orders Tab

The "Orders" tab on the product card displays a summary of all orders made for that product. Therefore, you don't need to check the system's orders separately each time, as you can also see the product's orders directly from the product card.

3.5. Custom Questions Tab

You can add customized questions for the product, which will appear in the online store when purchasing that particular product.

Finally, save the changes by clicking the "Save" button.

3.6. Related Products Tab

On the "Related Products" tab, you can select from the product management those products that are related to the product on the product card.

The system highlights related products for the online store visitor when they are exploring products.

Finally, save the changes by clicking the "Save" button.

3.7. Notes Tab

On the "Notes" tab, you can write down various product-related matters and notes for the company's internal use. If notes are added to the product card, this will be indicated in the title of the "Notes" tab. Notes are for internal use only.

Finally, save the changes by clicking the "Save" button.