DBC: Promo Item - Assignments

Assignments

Assign Vendors

The vendor(s) that have been applied to the item will be displayed by default under the Selected Vendors tab, while a cumulative list of your distributor-specific vendors that have been setup in DB Commerce will be displayed under the All-Vendors tab (this list does NOT include all vendors that exist in your back-office system).

Once a vendor has been assigned to an item, you have the option to enter a "Vendor Base Item Code" (this is the vendor’s internal identifier of the item that will be referenced in communications to the supplier).

Note: More than one vendor may be assigned to an item at any given time. If multiple vendors have been assigned, assuming the vendors have valid Vendor Codes that exist in your back-office system (and as a result, have valid address information), DB Commerce will determine which vendor to use for orders containing the item by measuring the distance between the location(s) to which the item is being shipped and the midpoint of each of the assigned vendors’ zip codes, and selecting whichever vendor is closest to the shipping destination.

If an additional vendor is added and you designate that vendor as the Service Vendor, you will be presented with an additional set of "Vendor Attachments and Specs," so you can specify instructions, attachments, and specs for each of the vendors selected. A separate order notification will be transmitted to that vendor with this information, and the ship-to for this notification will be the end user.

The order notification to the primary vendor will now use the ship-to location for the service vendor so they know to ship the undecorated items to the decorator, as an example.

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. Again, if a Service Vendor has been designated, then a second set of "Attachments and Specs" are available below the primary vendor section.

Typical attachments might include decorating instructions, artwork, or other general information about the item (e.g., size charts, color swatches). 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.

Note: Specs entered here should be independent of any variant options. Variants options (such as Size: Medium, or Color: Red) will be configured separately, and will be appended to the list of static “Specs” in vendor-facing communications.

Assign Catalogs

In this section users 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 setup for the selected company (as well as Public catalogs that have been setup 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.

Catalogs that have been setup under other companies may also be selected by clicking the icon next to the current company tab and selecting a company from the list. Clicking the checkbox above the catalog list will select all catalogs on the current page of results and will allow the item to be added to multiple catalogs at once.

Reminder: “Promo Items” may only be added to catalogs set to the “Carousel” or “Default” catalog type, and administrators will be prevented from adding Promo Items to catalogs not configured in this manner (the “Add/Customize from storefront” Carousel catalog view option is not applicable to Promo Items).

Both “Base Item Codes,” as well as Item Codes representing specific variant combinations may be placed into a catalog (Item Codes pertaining to the different variant combinations must first be transmitted to your back-office system to be assigned to a catalog). It is generally recommended to represent an item to end users one time through the "Base Item Code," and to allow them to make one or more variant selections from within the item detail page.

However, if it is desired to show specific variant options within a catalog, this can be achieved. In the screenshot below, both a "Base Promo Item" and one of its respective variations are represented in a catalog. The thumbnail to the left is the Base Promo Item, as distinguished by its Base Item Code ITE010, and an Item Name Cocoa Mug.

The thumbnail to the right represents a specific color variation of the Cocoa Mug, as represented by its Item Code ITE010Z, and its variant-specific description, “Color: Cosmic Gray."

If a user clicks the Base Item thumbnail, they’ll arrive on the item detail page, where, barring any options being configured as preselected options, base or lifestyle images will be showcased by default, and the user can select the options of their choosing to add to their cart.

Clicking a thumbnail pertaining to a specific item code will result in the corresponding options being selected on the user’s behalf on the item detail page, and any related images being displayed by default.

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 > 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 to the current item, versus a cumulative list of all items that have been setup for the selected company.

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 setup 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 Items

This feature allows you to add other custom 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 a gift bag set up under this customer.

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 setup 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.

Note: End users are not privy to Linked Items at the time of Checkout- that is, they are not displayed in their Cart Summary. Linked Items also do not appear in the Order Confirmation email or Order History. To this end, Linked Items are intended to capture additional Costs that are incurred in the production of an item. Distributors wishing to increase their margin in light of additional costs may account for this by increasing the Sell Price of the parent item, either by adjusting the Base Sell Price, or performing a "Sell Modification" for one or more of the variant options.

Assign Linked Charges

While like Linked Items, this allows distributors to maintain one Charge Code for a type of service (versus many item codes across customer accounts), define the cost relevant to the parent item, and the vendor to whom that cost should be attributed, among other pieces of information. We recommend utilizing the Linked Charge feature in conjunction with the Service Vendor capability.

If charges are linked to an item, and a user orders that item, in addition to the details of the linked charge being communicated to the distributor's back-office system, any vendors assigned to the item will be notified.

The Service Vendor features enable administrators to maintain different messaging regarding action required, attachments, and specifications relevant to the primary vendor (VENDOR A producing the blank in the SHIRT1 example above), versus the service vendor (VENDOR B doing the decoration).

1. Click on the “+” to add a Linked Charge.

2. Fill in the Charge Details in the appropriate fields.

   
   

   a. Code is pulling from your "Special Charge Codes (DB/d)" or "Special Pricing (EQ/d)."

   
   

   b. Description can be whatever you’d like to use to describe this charge.

   
   

   c. Vendor must be one of the vendors assigned to this item.

   
   

   d. Cost

   
   

   e. Multiplier is whether it is a 1 to 1 ratio for example.

   
   

   f. 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.

   
   

   g. "Create PO on Order" is used if you would like the system to create a new purchase order for this special charge line.

   
   

   

As is the case with Linked Items, end users are not privy to Linked Charges at the time of Checkout that is, they are not displayed in their Cart Summary. Linked Charges also do not appear in the Order Confirmation email or Order History.

To this end, Linked Charges are intended to capture additional Costs that are incurred in the production of an item. Distributors wishing to increase their margin considering additional costs may account for this by increasing the Sell Price of the parent item, either by adjusting the "Base Sell Price," or performing a Sell Modification for one or more of the variant options.