[intro]When you have completed this guide, you will have added Products to your EKM online shop and will understand how to add products manually. You will also understand all of the different functions within the Edit Product window.[/intro]
- Manually Creating a Product
- Uploading Product Images
- Creating Product Variants and Colour Swatches
- Category Management
- Order Notes
- Delivery Charges
- Product Options
- Copy Product
- Recommended Features
- Optional Features
The Edit Product window is something you’ll become very familiar with on the EKM platform as you’re building your shop. It’s within this window you can manually add products, and edit their variants, images, product codes, metadata and lots of other useful stuff too. If you plan to add lots of Products all at once using spreadsheets and the Import/Export System feature, it's essential that you manually create a Product first using this guide, which you can use as a template when editing your spreadsheet.
Manually creating a Product
1.To open the Edit Product window, log into your account and click the Shop tab towards the top right of the screen:
2. This will take you to the homepage of your shop. You then need to click Add Product on the blue bar towards your top right:
3. This will open the basic version of Edit Product window. I say ‘basic’ because as you install more features on the Features page, this will provide more options within the Edit Product window. Presuming you have no features installed, your Edit Product window should look like this:
4. Down the left-hand side, the options will be ‘greyed out’ until you have completed the fields for the Basic Details of your product. Complete the Name, Price and Description fields for your Product, before clicking the green Save button on the bottom right of the window:
[caution]If you are copying the product descriptions directly from your supplier’s spreadsheet, you should be able to do this without issue, however if you are copying them from elsewhere, such as a Microsoft Word document or a website, ensure that you paste it into the NotePad application first (if you’re using a PC, run a search for Notepad, however if you are on a Mac, use TextEditor).
Using this method ensures that any code used to format the text elsewhere or third party coding is not carried onto your website, so you will not encounter any issues such as bullet points that don’t line up properly and text in different sizes and colours throughout the paragraphs. [/caution]
Uploading Product Images
5. Click the Images & Photos tab on the top left of the window. The first image - the most left-hand version- is for your main Product Image, so you need to ensure that this is the best Image to depict your product. Product Images should be square in shape; the minimal size for product images is 500x500 pixels and the maximum size is 2000x2000 pixels, therefore we recommend 1024x1024 pixels square as an ideal size for your product images.
6. To upload your first Product Image, you need to click the yellow pencil icon within the first window:
7. This will then display two options - Upload New and Choose Existing. Choose Existing will allow you to search through the existing Product Images on your EKM online shop and apply one to this Product, however as this is a new Product, select Upload New:
8. This will open the File Explorer window, which allows you to select an image from your own computer to upload to this Product. Locate the Product Image, click it, and then click the Open button:
9. This will then populate your new Product with a Main Product Image:
10. It’s a general rule of thumb that more images of a product encourage more sales, as customers can get a really good idea of the product before committing to buy, so repeat this process for the rest of the Product Images before pressing the green Save button in the bottom right-hand corner:
Obviously, try and make each product image different - if this was a real t-shirt product, we would need images of the t-shirt from the front as the main image, with the additional images being of the same garment from the back, sides and modeled by real people too if possible. This would further encourage sales.
Creating Product Variants
11. If your Product is available in different colours and sizes, these are known as Variants. You can build these onto your new Product by clicking More Options:
12. Then you need to click Variants:
13. Click the green Add Variant button:
14. This will then show you two options - Drop Down List and Colour Swatch. Click Create Variant next to the Drop Down List to add the different sizes your Product is available in:
15. You now need to give your Variant a Name in the field, before clicking the green Add button:
16. Underneath Variant Choices (which in our examples are different sizes), you need to add each size choice in the Name field, before clicking the green Add button and adding the next size choice until all of your sizes have been added:
17. When you have added all of your Variant Choices, click the green Update button:
18. This will then display the Variants (sizes) and Variant Choices (small, medium and large) that you have just built onto your Product. If your Product is also available with a different Variant, such as colour, you need to add this choice too. Click the green Add button to the right in the Variants area:
19. Click the Create Variant button for Colour Swatch:
[caution] Colour Swatches can only be added manually via the Edit Product window and not via spreadsheets and the Import/Export feature. If you are creating a Product to use as a template to add more products using spreadsheets and the Import/Export System feature, do not use Colour Swatch. Instead, follow the instructions above for adding Size and instead name the Variant Colour, with the colour choices as the Variant Choices - this will then translate onto spreadsheets. [/caution]
20. Give this Variant a name and click the green Add button:
21. Give the first Variant Choice a name and click the down arrow on the symbol in the colour column. This will open the Colour Picker window, where you can either enter to code for the colour in the # field, or use the circle and slider to select the correct colour. When you have selected the correct colour, click the green Add button:
If you are not sure of the exact colour code for your Variant Choice, install the ColorPick Eyedropper Chrome Extension by clicking here. This handy extension is displayed in the top right of your Chrome browser and if you click it and hover over an online image, it will reveal the hex colour code which can then be added into the # field of the Colour Picker window in your EKM online shop, so you can rest assured that the colour matches the Product exactly.
22. When you have finished adding your Variant Choices, click the green Update button:
You’ll then see the list of Variants that have been built onto your original Product - there's now a total of twelve Variants; the t-shirt is available in three different sizes and four different colours (3x4=12), so each possible variation has become a Variant Choice:
- Blue - Large
- Blue - Medium
- Blue - Small
- Green - Large
- Green - Medium
- Green - Small
- Yellow - Large
- Yellow - Medium
- Yellow - Small
- Red - Large
- Red - Medium
- Red - Small
The Default Variant Choice is Blue-Large - this means that when customers first view the Product Page, Blue-Large will be the Variant that displays by default. You can change this simply by ticking the box to a different Variant Choice and saving your changes.
[remember]Please bear in mind that if you have a product with a lot of variants, this will change the way you have to display this product, as lots of variant choices can negatively affect the page loading time and therefore, the user experience for any potential customers visiting your site. If you’re not sure how to display your products with variants correctly, contact your Account Manager or Customer Support, who will be able to advise you further.[/remember]
Other Tabs within the Edit Product window
23. If you click the grey More Options button beneath the existing tabs within the Edit Product window, you will see more tabs; some of which correspond with the Features you have installed on your EKM online shop and some which are standard settings for the specific product in question:
24.The Category Management tab is where you allocate where a product ‘lives’ on your website. When you click this tab, you’ll be presented with two boxes; the Master Category listed at the top is the main place where the product lives on your site.
25. Click the Change button:
26. Then navigate through your category folders until you have decided the most appropriate place for your product to be displayed, before clicking the category folder where you'd like that Product to live. If a Category has a green plus symbol next to it, that means that there are Subcategories within that Category - click the plus symbol to reveal these.
27. Below Master Category in the Category Management Tab, you’ll see Additional Categories. These are any other categories where you would like this product to display, which is particularly useful if the product can be related to more than one category. Using Additional Categories within your website is a great way to encourage sales and show off your product range.
28. To select Additional Categories for your product to be displayed within, as with the Master Category, simply click the green plus symbol to open any category folders to see subcategories, and tick the box next to the most appropriate Category for your Product, before saving your changes using the green Save button in the bottom right-hand corner:
These are usually reserved for products that are particularly large, awkwardly shaped or particularly delicate and fragile. There is a large field within this tab where you can add Order Notes specific to this product, such as ‘Due to the size of this item, it is delivered on a euro pallet. Please ensure you have adequate space prepared to receive this order.’ Any text within this field will be visible on the Order Placed email the customer receives after completing their order on your website.
When you have added text to the field provided, simply click the green Save button in the bottom right-hand corner:
Often combined with Order Notes, Delivery Charges allow you to add an extra charge for this product alone, useful if like above, it’s particularly big, bulky or fragile. It may cost an extra £3.00 to send this product on a pallet compared to your standard delivery charges, so you would add £3.00 in the Additional Charge field provided next to each of your Delivery Methods listed in this tab.
Simply amend the price in the Additional Charge field, and click the green Save button in the bottom right-hand corner. This ensures that when a customer purchases this Product, they will pay the standard delivery costs, plus the Additional charge:
If you sell gifts and would like to offer a gift wrapping service to your customers, you can add this onto your product as a Product Option. Product Options also offer the ability for customers to add text and images onto the product page which is added onto their order, useful if you offer customised products on your website, such as engraving or T-shirt printing. Click the Product Options tab to add an Option:
This then gives you four potential options to choose from:
- A Drop Down List would be selected for gift wrapping for example, where the customer can select Yes or No from a drop-down menu.
- A Text Box would be used if a customer can have this Product customised and they are allowed to add a row of text to the Product.
- A Text Area is similar to a Text Box, but this would be applied to Products where you can apply a larger amount of customised text.
- The Image option can be applied to create a field where customers can upload an image file to be printed onto their Product.
Click Create Option to add the most appropriate Option for your Product.
If you only have a handful of products to add to your website and lots of them are similar, the Copy Product tab allows you to make up to 25 duplicates of a product at once, leaving you to adjust to product name and product images accordingly.
When you have ensured that your new Product has been given a Name, a Price, Product Images, Product Description and been allocated to live within a Category, you can click the Save & Close button on the bottom right of the Edit Product window. You have just created the first product on your EKM online shop! Repeat these steps to populate the shop with the rest of your Products.
The Advanced Edit Product window
As mentioned at the beginning of this Support Guide, the tabs that you can see within the Edit Product window vary according to any features installed on the Features tab within the back end of your EKM online shop, as some of those features are specific to products and their settings. To install any of these features, click the Features tab, and then simply click and then install any you feel will be useful to you:
Product Attributes allow you to add more than a Product Code to a product; you can add a weight (essential for setting up a weight-based Delivery Methods) and Custom Attributes (essential for exporting Products to eBay), which allow you to offer Product Filters within your categories where customers tick boxes for required sizes and colours, and all of the products that are available are listed for them. Highly recommended as this improves the user experience for your customers and makes finding specific products a lot easier for them.
The Classifications tab allows you to set a specific classification for that Product, which makes it easier for search engines to identify and decide where that product should be displayed within search engine results. Whilst this is not necessary for shops that retail the same kind of product - such as greetings cards for example (as the feature will allow you to classify the shop as a whole) this tab is especially useful on shops that sell different kinds of products, such as clothing, shoes and accessories.
Custom Meta Data, like Classifications, allows you to set the metadata for the shop as a whole, but within the Edit Product window, you can click this tab to add metadata for specific products. This in turn helps search engines quickly identify what the product is to decide where it should be visible within search results. Whilst you can set the metadata on each product, if you do not do this manually this feature will automatically select the Product Name and the first 140 characters from the Product Description to use instead.
The Related Products tab allows you to set what additional products are displayed when viewing a specific Product Page. For example, you may selling a coat, and the main product image is of a model wearing the coat, but also wearing jeans, a jumper and boots that you sell too - you could then set the Related Products to the coat to be the jeans, the jumper and the boots. You’ll see this example on larger clothing websites where it’s often under the header ‘Shop The Look’ or similar.
Product Summary In Categories - often referred to as Short Descriptions - provides an extra Short Description field next to the existing Description field within the Edit Product window. You can add a Short Description to encourage visitors to click into a Product Page from a Category page. Bear in mind that not all Themes support Short Descriptions, but don’t worry, it’s usually something our Tweaks Team can edit onto the shop for you - simply get in contact with Customer Support to arrange this.
When installed, Promo Stickers allow you to add a small image - either a custom png file of your own or one from the vast collection created by our Design Team - to the corner of your main product images, which is visually very useful for highlighting a sale item or a current offer, especially when further supported by design images throughout your website. Promo stickers can be added manually via the Edit Product or via a spreadsheet and the Import/Export System feature.
[contact]If you need our help adding Products to your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm over the weekends.[/contact]