DBC: Items - Template Items

Template Items are Chili items. Item maintenance is like the Simple Items workflow with a couple of additions noted below.

Note: once you click the Edit button, the Chili Admin and Chili Elements areas will become disabled under Legacy Dist Admin.

Edit Item

Item Setup

Item Details

There is an additional field here for Template Items:

• 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.

• Output Type: Here you can select the output type desired for your Chili document:

  
  

  a. Download PDF (High Res) – users will be prompted to view and/or download a high-res file once customization is complete (bypasses checkout).

  
  

  b. Flipbook

  
  

  i. If selected, the "Print-Read PDF" setting on the Template tab will be replaced with "Flipbook PDF."

  
  

  ii. Users will be prompted to Create Flipbook once customization is complete, and a link will be emailed to them for the flipbook (bypasses checkout).

  
  

  c. Image Output

  
  

  i. If selected, the "Print-Read PDF" setting on the Template tab will be replaced with "Image Conversion Profile," where you can select JPG or PNG.

  
  

  ii. Users will be prompted to Create Image once customization is complete and then allowed to preview and/or download the image (bypasses checkout).

  
  

  d. Printed Item – Standard

  
  

  i. Users customize their item and checkout.

  
  

  ii. "Hi res art" is sent to the Vendor based upon the settings in their setup (XML, FTP, and/or email).

  
  

  e. Printed Item – Direct Mail

  
  

  i. Users will not enter a quantity. They will just click on Customize to customize their item, and once they click upon View Proof, they will be prompted to upload a csv file (limit 2 csv files). The number of lines on the csv (-1 to allow for a header line) will set the quantity for the item.

  
  

  ii. "Hi res art" is sent to the Vendor based upon the settings in their setup (XML, FTP, and/or email) along with the csv file(s) the user uploaded.

• 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 to be able to upload to: Account History, Order Confirmation, and Vendor Transmission.

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.

Assignments

Assign Vendor

This area is mandatory if you selected “Print On Demand” in the Item Setup tab. It will not display if you selected Inventory. Click on the All-Vendors tab to make your selection. You can use the Search field to narrow down the list of vendors if needed.

Vendor Item Code – If your vendor has a specific code used to refer to this item, other than the item code that is set up in DB, you can enter it here. Your entry will be used in vendor-related communications but will not alter the user’s view of the item.

Assign Item to Catalogs

In this section, users assign this item to multiple catalogs. The catalogs to which the item has been assigned will be displayed by default under the Selected Groups tab, while a cumulative list of catalogs that have been set up for the selected company (as well as Public catalogs that have been set up under other companies in your distributor) will be displayed under the other tab.

Searching for some or part of a catalog name will filter the list of items accordingly.

Assign Related Items

The Related Items feature offers a way to suggest/upsell additional products by displaying associated items to end users during the checkout process. The enablement of this related items displays (including where and how many related items appear) occurs at the company level and must be completed via Legacy Dist Admin under Work With Companies > Favorites Configuration.

Once this feature has been enabled and configured for a company, related items may be assigned on an item-by-item basis.

A tabbed display allows administrators to see a filtered list of just those items that have been associated with the current item, versus a cumulative list of all items that have been set up for the selected. Searching for some or part of an item name or description will filter the list of items accordingly.

To add related items, simply click the tab with the company name, and click the checkbox next to the desired items. Only items that have been set up under the current item’s company are eligible for selection with this feature.

Clicking the checkbox above the item list will select all items on the current page of results and enable multiple items to be added or removed at once.

Assign Linked Item

Use this section to add other items to be pulled/ordered in conjunction with this item. This could be used for pulling an item that is a free giveaway or for pulling shells out of inventory when business cards are ordered, for example.

1. Select the greyed-out tab that displays the company you are working in.

2. Select an item from the list.

   
   

   Note: The linked item should always be set up with the UOM of EA/1 in the back-office, as it will be pulled according to the quantity ordered on the site.

3. Go back to the Selected Items tab.
4. Click on the pencil icon that appears upon hover to edit the settings.
5. The Multiplier will default to “1” for a 1 to 1 ratio. If you want it to have a different ratio, enter that number here, “2” for a 2 to 1 ratio, etc.
6. In the print flags area, designate which options the item should print on. For example, you might want an item to be printed on the packing list, but not on the invoice.

Assign Add-On Services

In this section, select which add-on services should be applied to this item. For example, if gift wrapping should be added to a package. Select the greyed-out tab that displays All Services, and select the services needed.

For “Add-On Services” (AOS) to be available, they must first be enabled at the company level. This is set in Legacy Dist Admin on the main Company Information page under "Work With Companies." The AOS must also be set up on Work With Companies > Add On Services (top nav).

Once the AOS has been set up, it will be available for selection at the item level. Simply click on the AOS that should be applied to the item and click on the right-arrow button to move them to the assigned column.

Vendor Attachments and Specs

Once vendors have been assigned, you can maintain attachments and specifications that will be included on any "Print Order Requests" sent to those vendors any time the item is ordered.

Typical attachments might include terms, instructions, artwork, or other general information about the item. Multiple files can be assigned to the item by dragging and dropping them into the file upload area below or browsing your computer. Individual files cannot exceed 10 MB.

Specs may include any details the vendor(s) might need to know about to produce the item (e.g., Flat Size, Finish Size, Printing method). These specs will be presented to vendors as key-value pairs in Print Order Request emails or XML files for any orders containing the item.

To add specs, simply enter the Spec Name (e.g., Flat Size) and Spec Value (e.g., 8.5 x 11). Once specs have been added, they will appear in a table below the Spec Name and Spec Value fields. From here, you can control the order in which they will appear to vendors by hovering over a row and dragging and dropping it above or below other rows.

If a spec was added in error, it can be deleted by hovering over the row and clicking the Delete icon.

Template

There is an additional tab in the workflow called Template.

On this tab, you will first Associate a Chili Document.

Note: Chili Publish documentation to create Chili Documents is separate and requires additional training. Once assigned, you can proceed with the General Settings.

General Settings

• Clear Document will clear the current "Associated Chili Document."

• Reset User Template will clear all user templates if a change to the master template in Chili Backoffice. User templates will be removed so they cannot be used to create future line items. As a result, user template changes will be lost.

  
  

  Profile data is unchanged by this. Line items in a cart will not be affected. Pending approval line items will not be affected.

• Document Workspace is the end user’s view of the Chili Editor within DBc. You can lock down specific toolbars, change colors to the canvas, borders, bleeds, etc.
• Document Constraints allows you to enable or restrict the end user’s interactions on fields and have the ability for inline editing.
• View Preferences is the end user’s visual interactions of Page Display and Guides.
• Preview PDF is the PDF Preview the users sees after he clicks the View Proof button.

• Print Ready PDF is the "Print Ready PDF" that is sent to the vendor for printing.

  
  

  Note: this field could change depending upon the Output Type selected on the Item Setup tab.

• Editor Width and Editor Height settings allow you to modify the height and width of the Chili Preview window that shows on DBc. The default is a system generated size based off the item dimensions.

• Special Instructions (top) and (bottom) are two areas where you can provide additional information for this item. The (top) will be “hidden”, and once the user hovers over the ( i ) icon, the instructions will appear. The (bottom) instructions will be displayed below the editor.

• Customization Tabs can be used to break variables up into a tabular view if there are several variables to be displayed. Once tabs are set up, you can select which tabs you would like to assign variables to here.

  
  

  These tabs are available across all items for this company. You will assign variables to the tabs in the section below

Chili Variables

This area lists all variables in your Chili Document.

• Name is the name of your variable.
• Type is the type of variable as defined in Chili Backoffice (List, Image, Checkbox, etc.).
• Tab will show which tab your variable is assigned to if you are using tabs.
• Show Descriptor – if checked, this variable will be added to the Item Description in the user’s cart as well as transmit in the order line in your back office. (Example: Business Card…John Smith if “Name” was selected”).
• Script will show the number of scripts that have been applied to that variable.

To add a Tab or a Script to a variable, you can either double click, or you can click the Edit icon that will appear upon hover. This action will bring up the following screen. In the example below, the variable includes a Script.

Tabs

If you choose to use tabs for this item, you can select the tab where this variable should display. You can also bulk assign tabs in the previous screen (not in “edit” modal) by clicking the check boxes to select the variables, click the Edit Selected button in the upper right corner of the Chili Variables section, and selecting the tab from the drop-down list.

Note: If you choose to use tabs, ALL variables must have a tab assigned, even if not displayed to the end user.

Script

1. Click Add Script.
2. Script Name can be whatever you want to name this script.

3. Script Event is how your script appears to the end user when adding data.

   
   

   a. On Blur: Change happens once you click another field/variable.

   
   

   b. On Change: Change is happening as you type it.

   
   

4. Script Type: Select from the drop-down for the type of script required.

   
   

   Note: You can click on the Script Documentation link below the parameters box for more detailed information.

5. Once you make your selection for Script Type, the system will populate a “shell” for the script in the Script Parameters area. You will need to add your parameters with values in the script.

Media

An admin will have the ability to upload one or more image files.

• Admins will want to set one image as the catalog image, by clicking the folder icon within the row, “Set As Catalog Image.”
• If additional images are present, these will be available for viewing on the item detail page. They can be sorted by dragging and rearranging, deleted, and viewed with further details by clicking the info icon.

• The concept of activating and deactivating images has been introduced by clicking the lightbulb icon. All images uploaded are default to Active.

  
  

  Note: It is strongly recommended to maintain your media files and truly delete any media that are no longer needed.

• PDF files are still supported and can continue to be uploaded. If a PDF file is uploaded, when the user clicks the image, it will download the first/only PDF file available for the item.
• The concept of converting a PDF to JPG has been added. This will allow an admin to click the convert button within the row and create JPG files for each file within the PDF document, that can be set as a Catalog Image or additional images.