DBC: Items - Item Setup

New Dist Admin

When you log into New Dist Admin, click on Items > Item List. This will prompt you to select a company if one isn’t already selected. Within New Dist Admin, once you select a company to work with, it will remain selected at the top of the page to allow for efficiencies in maintaining your sites.

Item Selection

Once you have selected the company, a list of available items will appear. From here, you can see the list of item code, name (description), type, and the number of catalogs the item is assigned to.

You can select an item from this list, you can use the search field to narrow down your search, or if you know your Item Type, you can narrow it down by selecting the Item type in the left navigation.

If you hover over the number of catalogs, you can see the list of catalogs it is assigned to. From there, the workflow and available options will differ based upon Item Type:

Item Types

Assets

Assets are managed on the customer site or in Legacy Dist Admin, but you can see which catalogs these items are assigned to here.

Digital Emails

Digital Email items are still managed in Legacy Dist Admin at this time, but you can see which catalogs these items are assigned to here. You can also convert this item to a Simple or Template item by hovering over an item and clicking on the Convert Item icon.

PROMO Items

PROMO Items are only managed here in New Dist Admin. We have a separate section in our documentation to review the full workflow and how to set up a new PROMO item.

Once you click into this section, you will be able to select an item from the active list (appears by default), click the “+” icon to add a new item, click “ALL” to review items that have not yet been activated for users to purchase, or you can narrow down the list of items by searching for the item code or name by typing in the Search field.

You can double click an item to edit or upon hover, click on the “Edit Item” icon off to the right. Some areas are not editable when the item is active.

Please see the PROMO Workflow section of the documentation for more information on PROMO items.

Simple Items

Simple Items are static Inventory or Print On Demand (POD) items. You can use the "Search" field to narrow down the list if needed. You can double click to edit an item, or upon hover, off to the right, you will see two icons: "Convert Item" and "Edit".

Edit Item

Item Setup

Item Details

• Date Brought Online, Last Updated, Item Code, and Product Code all pull in from your back office and cannot be edited.
• Item Name: this is the description shown to the user at the catalog level. It pulls over from your Item Description in back office. You can modify this for DBc, and it will not affect your back-office description.
• Item Description: this text appears to the right of catalog image on the item detail page. Text can be plain text or HTML. This area allows up to 4,000 characters. While the character limit for this field is less restrictive, users are advised to keep this brief so as not to clutter the item detail page.
• Collapsible Details: Adding information to this field will trigger an “Additional Information” section to show at the bottom of the item detail page during the shopping experience. The user has the option of collapsing and expanding this information on the page.
• Keywords: Enter in key words (metadata) that can be used to increase search ability for this item.
• Item Type: Select whether the item will be Print On Demand (Vendor required) or Inventory.
• Item Weight: pulls in from your back office and cannot be edited. This is used if Real Time Freight is enabled.
• Carton Pack: pulls in from your back office and cannot be edited. This is used if Real Time Freight is enabled.
• Approval Group: This gives you the ability of setting the approval group at the item level. If this is a multi-company item and the approval group is from the other company, then enter the approval group name in the “if other, specify” field.

• Line-Item Identifier: Line-Item Identifiers have been discussed as both company-level and group-level settings. This option gives you the additional ability of turning this functionality off or on at the item level or changing the method of how it is used.

  
  

  

• UNSPSC: Used for Punchout Customers.
• Notepad Comment: Can be used to send a comment to the order notepad in DB/d or bill notes area in EQ/d when this item is ordered.
• User File Uploads: These selections will allow the user to upload files of their own during checkout. Select which areas you would like for them

Quantity and Price

• Unit of Measure and Quantity Per UOM will pull in from your back office and cannot be edited.
• Quantity On Hand: Here you can choose to override the group default permissions and select “hide” to hide this field from the users.
• Suggested Order Qty: If you would like for the quantity to be ordered to have a default value, set it here. You also have the option on modifying this qty by catalog.

• Item Pricing: Select if you would like to use Standard, EQ, QB Freeform, or QB Restricted pricing. If using QB Freeform or Restricted, you must send those quantity breaks from your back office.

  a. EQ is only available to those using DB/d. This requires additional setup in DB/d. If interested, please submit a support ticket.

  b. QB Freeform allows the user to type in any quantity and apply the correct pricing for the quantity typed.

  c. QB Restricted restricts the user to specific quantities presented in a drop-down for selection.

  d. If choosing either of the QB pricing methods, you have the option of choosing if you want to show the item pricing from the lowest price (From $X) or as a range ($X - $Y).

• Pricing Display: Here you can choose to override the group default permissions and select “hide” to hide this pricing from the users.