Item Management

Overview

The Items List contains your configured items. You can order your items using a folder hierarchy with as many child folders as needed.

Navigation

To view, add or edit your store items, log in to your account and navigate to:

Store Items

View from the Root Folder

Your items will be listed in either Folders or Items/Kits


Items Section Screen

As shown in the below screen shot, there are only 10 button icons available with Item Management.  They are Add+, Import Items, Export Items, Add StoreWide Option, Print Barcodes, Move, Copy, Search, Tools, and Delete. To use these tools you must select the items first by using the check boxes found next to each item. The only exception would be the Add+ icon which is used to add new folds, items, and Kits.

New Item

Click the "new" button to add a new store item. You will be taken to the Item Editor screen where you can enter all the attributes of your new item. At a minimum, you should fill in an Item ID, Description, Cost and Weight. All of the Item fields and Screen Tabs (options) are explained in the Item Editor Section. You may want to skip to the Item Editor section to create your first item.


Item Listing

Store Items will be listed alphabetically under four columns (highlighted in the red box in the following figure). They are; Item ID, Cost, Description, and Actions.

The Item ID, Description and Cost are entered when the item is created. The Action icons, when clicked, will take you to new screens with the appropriate information. These will also be explained later.


Moving Items

At times you may have the need to move your items from one folder to another. You can move multiple items at a time.  In the items list, click the check box to the left of each item you wish to move and then click on the Move icon at the top of the page.


 Next the "Item Move" screen will appear.



All your folders will be listed in this screen. Click the radio button to the left of the folder you want to MOVE your item(s) to (New Folder in the above example). Then click on the "Move" button. You will be returned to the Item List.

Deleting Items

To delete one or more items from your store, navigate to the folder the items reside in. Click the checkbox to the left of each item desired and then click the "Delete" Icon.

You can also delete items one at a time by using the Delete icon next to each item in the list.

You will be presented with the following confirmation dialog.

Make certain the warning dialog says "Item(s)" not "Folder". Click the "OK" button to delete the item(s) or the Cancel button to abort the process.

  • Deleting an item does not affect orders already placed.

Copying Items

It's sometimes easier to copy (duplicate) an Item rather than create a new one. After copying, you can change the attributes of the item in the Item Editor.
From the items list simply select the item you wish to copy and then click the Copy icon from menu.



After clicking the "copy" icon. The following screen will appear.



Since you cannot have two store items with the same Item ID, you will be asked to enter the new Item ID into the box. The screen shows the original Item ID to the left. If you want to create more than one copy, separate the new Item IDs with a comma. Click on the "copy" button when finished. Your newly created (copied) items will now be displayed in the item list.

It's suggested that you immediately go to the Item Editor and make the necessary changes to each item. Click on the Item ID (link) to be taken to the Item Editor for that specific item.


Item Search

If your store has numerous items, it can sometimes be difficult to locate them, especially if you've nested them into folders. The item search feature turns that chore into a simple task. It will search all folders at all levels regardless of what level you are presently at.

To start the search, click on the "search" icon in the Items heading. This will bring up the following Item Search screen.


Item Search screen
You can search for items by Description, Item# (ID). Along with this criteria, you can specific a price with "less than" or "more than" parameters. You can specify how you want your items sorted; normal, by description, by item# or by price. Lastly, you can specify if the items are Inactive (yes or no). Once you have entered your search criteria, click on the "Start Search" button. If you want to clear the form to enter new search criteria, click on the "Clear Form" button.
Your search results will appear in a browser window. You can then print the listing or return to the Item Search screen by clicking on the browser's back button.

Add Store Wide Option

This feature will allow you to apply pre configured Item Options to any Items that reside in the folder (level) that you are presently in. Store Wide Item Options are discussed later in this chapter.

Editing Items

All changes to a store item are done in the Item Editor. This is the same editor that you utilized when creating new items. There are several different ways to view an items detail in the Item Editor:

  1. click on an Item ID link from the Item List screen.

  1. click on an Item ID link from the Search results screen.


Item Links and Buy Forms

Certain links are associated with your store items and are automatically created when you create your items.

This section provides those links in the form of the Buy Button, Buy Form, Dynamic Pricing and Other (view cart and search link).

Merchants can copy and paste the links provided into the appropriate places on their web site.

UltraCart will create the HTML snippet (link) for each store item you create. The buy links are accessible from the Item List.

Navigate: Main Menu Items Item Management

First locate the item list that contains the item desired. To obtain a buy link snippet click on the "[View]" link to the right of the Cost column in the row your item is on (see image below.)



The following screen will appear listing the Buy Link, Buy Form, Dynamic Pricing, and Other Links.

Buy Link

When customers browse your web site (store) and find an item to purchase, they generally click on a button that will place the item into a shopping cart for checkout.

Some buy button examples are shown below.



A "Buy Link" is the HTML code (snippet) that is inserted onto your web page along with the button graphic. This HTML snippet contains the code that insures the appropriate item and its attributes are placed into the shopping cart (when clicked on).

Elements of a Buy Link

Below is an example snippet of html code for a buy link.
<A HREF="http://secure.ultracart.com/cgi-bin/UCEditor?MERCHANTID=DEMO&ADD=DOGBONE">Buy Now</A>
There are two key variables within any buy link, shown in bold above.
The first variable is the merchant ID. In this example, the merchant ID is "DEMO." Replace the merchant ID with your merchant ID (chosen during signup).
The second variable is the item ID. Each store item has a unique item ID associated with it. The item ID is included in the link's target. In the example, replace DOGBONE with your products item ID.

Buy Link HTML snippet


You or your web designer can copy all the text within the red box and paste it into your web page. With just a little editing it can be turned into the appropriate and complete HTML code.

Buy Form

As an alternative to the above buy link, you can opt to embed a form into your website which allows customers to directly enter the desired quantity, as well as select any configured item options. This form can be further customized to match your site's look & feel. A thorough working knowledge of html is necessary. Most merchants have a web designer/editor on hand to accomplish this kind of task.


Highlight, copy the form from the above box and paste it into your web page.

Item Options

When you have item options (input fields and drop-down menu options) the buy form code will automatically have the configured options configured in the code.


Embedding a Dynamic Price Link

Dynamic pricing allows you to embed the price of an item onto your static website so that changes to prices in the item editor will be immediately reflected on your site without requiring you to make a HTML edit.
Prior to embedding, you need to configure your Dynamic Price (font style, size and colors). See Dynamic Price in Chapter 3 – Shopping Cart Look and Feel Configuration (page ).
Embedding a Dynamic Price link is also a simple process and similar to the procedure for the Buy Link.


NameDescription
Image TagCopy the Image Tag from the first box into your web page where you want the Dynamic Price to appear. 
Image SourceTo view the Dynamic Price (sample) in your browser, copy the Image Source code and paste it into a browser address window and press the enter key on your keyboard to view the Dynamic Price in your browser. 
JavaScript We recommend that you utilize the JavaScript version so it allows for complete styling of the text.

Other Links
This section present has two special links; View Cart Link and Search Link.


NameDescription
View Cart LinkOften times customers will leave the cart to return to your website for additional shopping. Placing this link on your web pages provides navigation that will take customers back to their cart. 
Search LinkThis is a valuable link that takes the customer to an UltraCart search box page. Customers can enter search criteria to search your Item list. A successful search will bring the item(s) into view with buy now buttons so the customer can put them into the car.

Inventory History Link

This feature applies only to those merchants that have the Track Inventory enabled at each item level (see page ). It basically provides an accountability method to show when, how much, and who adjusted the inventory level of a particular store item.

Adjustments to any item's inventory will be logged along with the date and time of the occurrence, adjustment amount, total (inventory count) and Reason (by whom). This activity can be viewed by merchants at the Item Level.



Navigate within the Item List to locate the item you want to view. Click on the "view" link (the watch icon) under the Action column in the row of the item desired (bordered in red box above). The Inventory History screen will appear.

Notes about the inventory tracking: 

  • .....



Each activity will be listed in separate rows. 

Merchants Using Frames

UltraCart will work effectively with web sites that use frames, but there are some additional configuration requirements to ensure a consistent customer experience.
When the customer clicks the buy link on the merchant's web site their shopping cart displays inside the frame. In order for the secure checkout to take place without showing the customer a warning message, the system must stop using frames. This presents a problem because UltraCart by default returns them to the page that they clicked the buy link on once they've completed the order. This happens to be the contents of the frame instead of the parent URL of the frame.
There are two additional parameters to the buy link that determine where the UltraCart will take the user to:

  • OVERRIDECONTINUESHOPPINGURL - determines where the user will be taken to when they click the continue shopping button after viewing their shopping cart.
  • OVERRIDECATALOGURL - determines where the user goes after they view their invoice at the end of the checkout process.


Below is an example of a buy link that uses the override parameters (there should be no line break after the merchant ID in the actual html code):
<A HREF="http://secure.ultracart.com/cgi-bin/UCEditor?MERCHANTID=DEMO
&OVERRIDECATALOGURL=http://www.mystore.com/widgets/&ADD=BONE">Buy</A>
Place the OVERRIDECATALOGURL and OVERRIDECATALOG parameters in the middle of the link so that only the end of the URL changes for each item.

Related Documents

Using buy links

Parameters that can be passed to UCEditor

Advanced Links - JavaScript