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Manage Products

With Products in OroCommerce, you can view, filter, add, edit, delete, clone, import, and export product information and manage the following product details:

  • General information
  • Images
  • Location in the master catalog
  • Prices
  • SEO information
  • Brands
  • Related products
  • Shipping options, and
  • Inventory details.

You can also manage the product visibility for the customer and on the website, enable various options that help highlight and promote the product, and control product taxes.

This topic contains the following sections:

Before You Begin

Ensure that you have configured:

Product Information

When you create a product, you bind it to the product family. It may define additional group of attributes shared among the multiple products of the same type (e.g. software vs services, heavy industry equipment vs fashion products).

Product Attributes

A product attribute is a special type of custom field in the product details. For product attributes, OroCommerce enables you to manage and group attributes that are unique to a special product family. By adding the product attributes only to the product families they fit, you can limit the product data to the necessary characteristics.

For example, when your OroCommerce store sells TVs and T-shirts, these items share some generic attributes (e.g. name, vendor), and differ in the remaining attributes set. For example, there might be a Screen properties group that contains resolution, diagonal, and matrix that should be linked to the products in the TV product family. For the T-shirts family, the linked attribute group may have color, size, material, fit and care guidance (washing, ironing, dry cleaning, etc).

By default, OroCommerce comes with the following system product attributes:

Add new product attributes to introduce new custom parameters in your product details. Include product attributes into the new or existing attribute group in one or multiple product families.

Note

System attributes are shared among all product families. You can reorganize the way system attributes are grouped, but you cannot remove a product attribute from the product family.

See the Product Attributes topic for more information.

Product Family

A product family is a set of the product attributes that are enough to store complete information about the products of a similar type (e.g., TV attributes vs T-shirts attributes). In the product family, attributes are organized into attribute groups that are displayed as titled sections on the OroCommerce front store.

By default, there is a product family that groups all system attributes. System attributes are mandatory for any product family as they contain core product details.

Note

You can rearrange the groups and attributes in the groups inside the family. Out of the box, these system attributes are organized into the following structure:

  • General attributes: SKU, Name, Description, Short Description
  • Images attributes: Images
  • Inventory attributes: Inventory Status
  • Product Prices attributes: Product Prices
  • SEO attributes: Meta Title, Meta Keywords, Meta Description

See the Product Families topic for more information.

Create a Product

Product Type: Simple vs Configurable

The product type selected in the fist step of product creation determines the way product information is used and managed in OroCommerce.

A product of a simple type is an ordinary product. It has a unique SKU and the set of product details that may vary based on the product family that a product belongs to. You can manage the inventory information and the price for a simple product.

A configurable product may group several simple products (configurable product variants) whose information mostly overlaps except for several product attributes that differentiate these simple products.

As the configurable product and all of its variants share the same set of attributes, they should share the product family.

For example, a T-Shirt may be available in various sizes and colors (e.g. Red T-Shirt XL, Red T-Shirt XXL, Green T-Shirt XL, Green T-Shirt M). In this case, the generic T-Shirt is a configurable product, Red T-Shirt XL, Red T-Shirt XXL, Green T-Shirt XL and Green T-Shirt M are product variants (created as simple products), and Size and Color are Configurable Attributes in the generic T-Shirt.

A configurable attribute is one of the product attributes that are used to distinguish product variants of the same configurable product. There should be at least one configurable attribute specified for the configurable product in order to enable the customer to perform product variant selection.

To purchase multiple product variants in one order, use a matrix order form.

Create a Simple Product

To add a new simple product and make it available in the master catalog (for internal product management) and for purchase in the front store:

  1. Navigate to Products > Products using the main menu.

  2. Click Create Product.

  3. Select the Simple product type.

    Note

    The product type selected in the fist step of product creation determines the way product information is used and managed in OroCommerce.

    A product of a simple type is an ordinary product. It has a unique SKU and the set of product details that may vary based on the product family that a product belongs to. You can manage the inventory information and the price for a simple product.

  4. Select the product family to define the product options and details that will be filled in the following steps.

  5. Place the product under the necessary category in the master catalog by clicking on the category. Use search to limit the list of categories.

  6. Click Continue.

    The product details page appears.

  7. In the General section:

    1. Enter the product SKU, name, description, and short description that best positions the product for your target audience.

      Note

      • A description is a detailed information about the product that appears on the product view.
      • A short description appears in the catalog listing.

      Use the WISIWIG editor to format the information.

    2. Select the product status (e.g. Enabled/Disabled). When disabled, product is not included into the catalog and is considered to be a draft.

    3. Enter a URL slug that is used to build a human-readable URL for the product page on the front store.

    4. Configure units of quantity:

      • In the Unit Of Quantity list, select the main product unit that is shown by default when you view the product details in the front store. Available options: each, item, kilogram, piece, set.

      • In the Precision field, set the acceptable precision (number of digits after the decimal point) for the quantity that a user may order or add into the shopping list. Items and sets are usually whole numbers, and units like kilograms may get precision of 2 to allow buying a custom volume (e.g. 0.5 kg).

      • Click + Add to add more than one unit of quantity.

        For every additional unit, provide precision and conversion rate compared to the main unit of quantity.

        Select the Sell check box to enable selling product in these units. Unless Sell is selected, the unit is considered to be a draft.

        You can delete the unnecessary unit of quantity by clicking the Delete icon next to it.

    5. In the Tax Code list, select the product tax code that defines the percentage of tax that may be included into the purchase order during the checkout.

      The tax calculation process depends on the tax jurisdiction that you decided to use in OroCommerce and other tax calculation options.

    6. For Brand, select a brand from the list. Use to view the list of all available brands. To create a new brand, click +.

  8. In the Image section, add a new image to the product by clicking +Add Image and uploading the necessary file. You can select whether the image will be shown as main (the image is used in the product details view), listing (the image is shown in the catalog listing), or additional (additional product pictures). All three categories can be selected at the same time. To remove an image, click the Delete icon next to it.

  9. In the Design section, select the page template from the dropdown.

  10. In the SEO section, provide the following information:

    1. Meta Keywords – Enter the meta keywords for the product. A meta keyword is a specific type of a meta tag that appears in the HTML code of a web page and helps tell search engines what the topic of the page is.
    2. Meta Title – Enter the meta title for the product. A meta title is what is seen by search engine users and helps a search engine to index the page.
    3. Meta Description – Enter the meta description for the product. A meta description summarizes a page content. Search engines show a meta description in search results if they see the searched phrase in the description.
  11. In the Inventory section, provide the following information:

    Field Description
    Managed Inventory

    This setting defines the method for inventory management.

    With Use category defaults, the product’s Manage Inventory inherits the setting selected for the product’s parent category. With Use system config, the product uses the system configuration setting.

    Selecting Yes enables interactive updates based on the product inventory information from the Inventory > Warehouses section. Selecting No disables connection to the inventory, and uses the static Inventory Status value.

    Inventory Threshold A minimum quantity of the product that is treated as In stock. When a product quantity drops below this value, the product inventory status becomes Out Of Stock.
    Backorders A flag that indicates whether OroCommerce accepts backorders. When set to Yes, buyers and sales people can order products in the quantities that are not currently available in the warehouses. The remaining portion of the order will be sustained until the product gets back in stock.
    Decrement Inventory

    A flag that indicates whether OroCommerce decrements inventory upon order.

    When both Decrement Inventory and Backorders are enabled, a product quantity may become negative.
    Minimum Quantity to Order A minimum quantity that a buyer or sales person can claim in the RFQ, customer order, quote, or a shopping list.
    Maximum Quantity to Order A maximum quantity that a buyer or sales person can claim in the RFQ, customer order, quote, or a shopping list.
  1. In the Product Price section, add fixed product prices. Note that fixed prices override the automatically generated price lists.

    Click +Add, select a price list, specify quantity, units, price value and currency.

  2. In the Shipping Options section, click +Add Options and provide unit, weight and weight measuring unit, dimensions (width, height, depth), and dimensions measuring unit and freight class.

  3. Review translation rules for a product name, URL slug, description, and short description.

    To enter translation manually, click , clear the Use <parent translation> check box next to the required language, and provide your version of the translation.

  4. Click Save.

Create a Configurable Product

Checklist

Prior to creating a configurable product, ensure that you have performed the following steps:

  1. Created Attributes.

    A configurable attribute is one of the product attributes that are used to distinguish product variants of the same configurable product. There should be at least one configurable attribute specified for the configurable product in order to enable a customer to select product variants.

  2. Created a Product Family.

    As a configurable product and all of its variants share the same set of attributes, they should share the product family as well.

  3. Created Configurable Product Variants (Simple Products).

    A configurable product may group several simple products, or configurable product variants whose information mostly overlaps except for several product attributes. It means that you have to create a simple product for each variant that you need to add to the configurable product.

Flow

To add a new configurable product and make it available in the master catalog (for internal product management) and for purchase in the front store:

  1. Navigate to Products > Products using the main menu.

  2. Click Create Product.

  3. Select configurable product type to enable product variants.

  4. Select the product family to define the product options and details that will be filled in the following steps.

    Note

    Ensure that the product attributes that store product variant options are created and included into the product’s product family.

  5. Place the product under the necessary category in the master catalog by clicking on the category. Use search to filter the list of categories.

  6. Click Continue.

The product details page appears.

  1. In the General section, provide the following information:
Field Description
Owner Limits the list of users who can manage the product.
SKU Enter the product SKU number. The field is mandatory.
Name Enter the name of the product. The field is mandatory.
Configurable Attributes

Define configurable attributes by selecting the check boxes next to the available product variants.

Note

A configurable product should contain at least one configurable attribute of select or boolean type.

Status Select the product status (e.g. Enabled/Disabled). When disabled, the product is not included into the catalog and is considered to be a draft. The field is mandatory.
URL Slug Enter a URL slug that is used to build a human-readable URL for the product page in the front store. If left blank, the slug will be autogenerated.
Is Featured Select whether the product is featured. The field is mandatory.
New Arrival Select whether the product is a new arrival. When set to Yes, the product is highlighted in the front store. The field is mandatory.
Unit of Quantity

Configure units of quantity.

  • In the Unit Of Quantity list, select the main product unit that is shown by default when one views the product details in the front store. Available options: each, item, kilogram, piece, set.
  • In the Precision field, set the acceptable precision (number of digits after the decimal point) for the quantity that user may order or add into the shopping list. Items and sets are usually whole numbers, and units like kilograms may get precision of 2 to allow buying a custom volume (e.g. 0.5 kg).
Additional Units

Click +Add to add more units of quantity.

  • For every additional unit, provide a precision and conversion rate compared to the main unit of quantity.
  • Select the Sell check box to enable selling product in these units. Until Sell is selected, the unit is considered to be a draft.
  • You can delete the unnecessary unit of quantity by clicking next to it.
Tax Code From the Tax Code list, select the product tax code that defines the percentage of tax that may be included into the purchase order during the checkout. The tax calculation process depends on the tax jurisdiction you decide to use in OroCommerce and other tax calculation options.
Images In the Image section, add a new image to the product by clicking +Add Image and uploading the necessary file. You can select whether the image will be shown as main (the image is used in the product details view), listing (the image is shown in the catalog listing), or additional (additional product pictures). All three categories can be selected at the same time. To remove an image, click next to it.
Inventory Status Select the inventory status (e.g. in stock, out of stock, discontinued). This static status may be overridden with the Manage Inventory option described below.
Product Prices

Add fixed product prices. Note that fixed prices override the automatically generated price lists. Click +Add, select a price list, specify quantity, units, price value and currency.

Meta Description Enter a meta description for the product. A meta description summarizes the page content. Search engines show a meta description in search results when the searched phrase is found in the description.
Description Enter product description. A description is a detailed information about the product that shows on the product view.
Short Description Enter a short description to be displayed in the catalog listing. Use the WISIWIG editor to format the information.
Brand Choose the product brand, if available. Click to select the brand from the full list.
Meta Title Enter a meta title for the product. A meta title is what is seen by search engine users and helps a search engine to index the page.
Meta Keywords Enter meta keywords for the product. A meta keyword is a specific type of a meta tag that appears in the HTML code of a web page and helps search engines to understand what the topic of the page is.
  1. In the Design section, select the page template from the list.

    Note

    You might want to save the product at this point to make sure that product variants are available in the Product Variants section of the product you are creating.

  2. In the Product Variants section, select the configurable product variants.

  3. In the Attribute section(s), provide information relating to the product attributes.

    The attribute sections will carry the name of the attributes available for the product (e.g. HatColor, TrainersSize). For each of the attributes, select the necessary value.

  4. In the Inventory section, provide the following information:

    Field Description
    Managed Inventory

    This setting defines the method of the inventory management.

    With Use category defaults, the product’s Manage Inventory inherits the setting selected for the product’s parent category. With Use system config, the product uses the system configuration setting. Selecting

    Yes enables interactive updates based on the product inventory information from the Inventory > Warehouses section. Selecting No disables connection to the inventory, and uses the static Inventory Status value.

    Inventory Threshold A minimum quantity of the product that is treated as In stock. When a product quantity drops below this value, the product inventory status becomes Out Of Stock.
    Backorders A flag that indicates whether OroCommerce accepts backorders. When set to Yes, buyers and sales people can order products in the quantities that are not currently available in the warehouses. The remaining portion of the order will be sustained until the product gets back in stock.
    Decrement Inventory A flag that indicates whether OroCommerce decrements the inventory upon order. When both Decrement Inventory and Backorders are enabled, product quantity may become negative.
    Minimum Quantity to Order A minimum quantity that a buyer or sales person can claim in the RFQ, a customer order, quote, or a shopping list.
    Maximum Quantity to Order A maximum quantity that a buyer or sales person can claim in the RFQ, a customer order, quote, or a shopping list.
  5. In the Shipping Options section, create shipping options.

    Click +Add Options and provide unit, weight, weight measuring unit, dimensions (width, height, depth), and dimensions measuring unit and freight class.

  6. Review translation rules for a product name, URL slug, description and short description.

    To enter a translation manually, click , clear the Use <parent translation> check box box next to the required language, and provide your version of the translation.

  7. Click Save to save your configurable product.

Sample Configurable Product

The sample flow below shows all steps required for the creation of a configurable product.

Product: Red and green hats, sizes S and M.

Step 1. Create Attributes.

  1. Navigate to Products > Product Attributes in the main menu.

  2. Click Create Attribute in the upper-right corner.

    We will create two attributes, one after another: ‘HatColor’ and ‘HatSize’.

  3. Select the type of an attribute.

    Currently Select and Boolean types are available for configurable attributes. We will use Select for both attributes.

  4. Fill in required information and add the necessary options for the attributes by clicking +Add.

    For ‘HatColor’, attribute options will be ‘Red’ and ‘Green’.

    For ‘HatSize’, attribute options will be ‘S’ and ‘M’.

  5. Click Save to save the attributes.

Step 2. Create Product Family.

  1. Navigate to Products > Product Families in the main menu.

  2. Click Create Product Family in the top right corner.

  3. Fill in required information and add attributes ‘HatColor’ and ‘HatSize’ to the attribute group by clicking +Add.

    Each attribute must have a separate group in our case.

  4. Click Save to save the product family.

Step 3. Create Configurable Product Variants.

We now need to create one configurable product variant (simple product) per each variant that we would like to have available in the configurable product. Since we have two attributes, ‘HatSize’ and ‘HatColor’, and each attribute has two options (‘S’/’M’ for the first and ‘Red’/’Green’ for the second), we need to create four simple products.

  1. Navigate to Products > Products in the main menu.

  2. Click Create Product in the top right corner.

  3. Set the product type to simple, select the ‘HATS’ product family.

  4. Fill in required information and add attributes required for this particular product.

  5. Click Save.

Perform step 3 for all four simple products.

Note

Make sure that all your simple products are enabled.

Step 4. Create a Configurable Product.

  1. Navigate to Products > Products in the main menu.

  2. Click Create Product.

  3. Set the product type to configurable.

  4. Select the category.

    Note

    Choosing category is mandatory at this stage, as it determines whether the product is available on the website.

  5. Choose the ‘Hats’ product family.

  6. Add ‘HatSize’ and ‘HatColor’ attributes to the product.

  7. Fill in required information and add the created product variants for this configurable product.

    Note

    You might want to save the product at this point to make sure that product variants are available in the Product Variants section of the product you are creating.

  8. Click Save.

The product should now be available on the website in the category we have previously assigned it to.

View and Filter Product Prices

When viewing a product details, you can preview the product prices that were assigned for this product manually and using the rule-based price lists.

In the Product Prices section, you can filter the prices by price list, quantity (a tier), unit, currency, and the monetary amount.

You can get to the price list that stores the particular price by clicking at the end of the row with the price information.

Bind a New Product to a Product Family

Every product may be bound to one product family. The default one contains generic product attributes (e.g. SKU, name, description, metadata, etc.) A custom product family contains the generic product attributes and any number of custom attributes organized in groups.

When creating a new product, after you select a custom product family and click Continue, the default and custom product attributes are shown as tabbed groups between the standard General product details and before the Inventory details. Depending on the attribute type each attribute has corresponding input (date picker, file, text area, select).

Manage Product Visibility

While a product on a website can be either visible or hidden for a customer, the way OroCommerce evaluates the product visibility might seem tricky.

Note

An administrator must have permissions to view a customer, customer groups, and websites to have access to the settings described in this section.

Whether the product is shown to the customer on the OroCommerce website depends on the following configuration:

  • Visibility on a Website: Is the product visible to the customer (or customer group) on the website? Multiple websites with different visibility configured help split the content and settings for different target customer locations.
  • Visibility to a Customer: Is the product/category visible in the front store to the user’s organization or business unit (customer)?
  • Visibility to a Customer Group: Is the product/category visible to the group of customers in the front store? Customers may be grouped based on authentication options or type of business that the customers are in.

Additionally, there are default visibility settings that may be easily inherited in the above configuration:

Visibility Options

Generally, these are the available visibility settings:

  • visible – Show the product in the catalog on the website.
  • hidden – Hide the product from the catalog on the website.
  • config – Inherit the visibility that is defined in the System Configuration for users of all accounts.
  • product – Use the option that is selected in the Visibility to All section for the product.
  • category – Use the option that is selected in the Visibility to All section for the product’s category.
  • parent – Use the option that is selected in the Visibility to All section for the parent master catalog category.
  • customer group – Use the option that is selected in the Visibility to a Customer Group that the customer is in.

Visibility Priorities

  • The website visibility may be configured individually for each website. The visibility configured for a particular website has priority over the default website visibility.
  • The product visibility has priority over the category visibility. If the product is visible but the category is hidden, the product is still visible.
  • The category visibility has higher priority than the parent category.
  • The customer group visibility overrides visibility for a customer within the same website.

Visibility per Website Table

The following table summarizes visibility options per website:

Note that the’config’ visibility type sets system-wide visibility for products and categories for existing customers.

Default Settings

System Configuration

You can define a system-wide visibility for products and categories for existing customers. This setting applies whenever visibility is set to ‘config’.

Products and categories are visible by default. To change this, navigate to System > Configuration > Commerce > Customer > Visibility in the main menu, clear the Use default check box, and toggle the options (hidden/shown).

Visibility to All

The default visibility for a product or category is configured on the product’s Manage visibility page and in the Visibility section of the category details.

The possible options are:

  • (parent) category – Inherit configuration from the parent category.
  • config – Inherit settings from the System Configuration.
  • hidden
  • visible

These values may be later inherited or enforced for customers and customer groups (For this, their visibility must set to ‘product’ or ‘category’).

Direct Settings

Visibility to a Customer Group

You can control if the product or category is shown to the customers who are members of a particular customer group. Use one of the following options:

  • product – Inherit configuration from the product.
  • category – Inherit configuration from the parent category.
  • hidden
  • visible

By default, a new customer group inherits the default product visibility from the product or category (depending on where the configuration happens).

Visibility to a Customer

Visibility to the customer supports same options as Visibility to a Customer Group and can also inherit the configuration of a customer group (by default).

Visibility on a Website

For each product you can define whether it should be visible on a particular website. This might be necessary when a product, for example, requires special government permit in a particular country. A seller might hide it on the country’s local website until the paperwork is complete.

On the product visibility page, you can switch between websites and apply the necessary changes.

For new websites, the following default settings apply:

  • Visibility to all inherits visibility configuration of the product’s category.
  • Visibility to customer group inherits visibility configuration at the product level.
  • Visibility to customer inherits settings for the customer group.

Manage Product Page Design with Page Templates

When creating a product, you can select one of the available pre-designed page templates for it. Templates are located in the Design section of the Create Product page. They define the look of your product page in the front store.

Tip

You can create a product from the product list. To open it, navigate to Products > Products > Create Product in the main menu.

There are several page template available out of the box:

  • Default template, where additional attribute groups are displayed in tabs.

  • Short Page, where no additional attribute groups are displayed.

  • Two Columns Page, where additional attribute groups are displayed in two columns.

  • List Page, where additional attribute groups are displayed in columns one below another.

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