Products

Product Setup Essentials

Add or Modify Products:

  1. Login to TouchNet https://secure.touchnet.net/central
  2. Under Applications, select Marketplace
  3. Expand Store Settings
  4. Go to Products
  5. Click Add Product and follow through the Web form Wizard
    • ...or click on an existing product to access and modify it's settings
  6. During the product setup you will specify either Default Tax (6%) or No Tax.
  7. Set each product to Auto-Fulfill unless you have a reason not to.
  8. Set each product to use the appropriate Account/Detail code.

MORE INFO: See Chapter 4 "Adding Products to a Store" in the Marketplace User Guide.

Auto-Fulfill setup for Products:

In general, we recommend setting your product(s) to auto-fulfill. This ensures TouchNet will automatically complete the financial transaction without you having to do anything.

  1. Login to TouchNet https://secure.touchnet.net/central
  2. Under Applications, select Marketplace
  3. Expand Store Settings
  4. Go to Products
  5. Click on an existing product to access and modify it's settings
  6. Scroll about half way down the page to Product Settings
  7. Set Auto-fulfill to Yes
  8. Scroll down to the Save button near the bottom of the page

Tax setup for Products:

  1. Login to TouchNet https://secure.touchnet.net/central
  2. Under Applications, select Marketplace
  3. Expand Store Settings
  4. Go to Products
  5. Click on an existing product to access and modify it's settings
  6. Scroll about half way down the page to Product Settings
  7. Set either "Default Tax" or "No Tax" for every product you setup.
  8. Scroll down to the Save button near the bottom of the page

Please contact the University of Idaho Controllers office or your Finance person with any additional questions related to tax setup.

Invoice Products

Description: Many departments use TouchNet/Marketplace to pay invoices, rather than purchase products. Here's the process for setting this up:

  1. Login to TouchNet https://secure.touchnet.net/central
  2. Under Applications, select Marketplace
  3. Expand Store Settings
  4. Go to Products
  5. Click "Add Product"
    1. Product Name: e.g., "Invoice Payment"
    2. Enter a Short, Mobile, and Long Description
    3. Set Product Type to "Donation"
    4. Under Donation Amount, select "User entered amount"
    5. Select Payment Methods as desired (e.g., Visa, Mastercard, WebCheck) > Press Continue
    6. Don't change the prompt because it fails to save. You'll change it later.
    7. Select the appropriate Accounting Code > Press Continue again
    8. Upload an image if desired > Press Continue again
    9. You probably won't add options, but may add modifiers later > Press Continue again
    10. Click "Assign Random Stock #"
    11. Set Auto-Fulfill to "YES"
    12. Enter any email addresses of people who should be notified of invoice payments (or set this on the General area of the store).
    13. Press Continue again > Press Confirm > Press Continue again
  6. Go back to Products
  7. Click on the Invoice Payment product you just made
  8. Under General Settings:
    1. Click Add Modifier
    2. Click "Text Entry"
    3. Set Name to "Invoice Number"
    4. Set to required if desired
    5. Click "Add Modifier"
    6. Click "Back to Product Settings"
  9. Under Donation Settings:
    • Set "Prompt for Donation Amount" to "Enter Invoice Amount"
  10. Under Checkout Options:
    • Set "Show quantity prompt to shopper" to NO
  11. Under Product Settings:
    • Set "Auto Fulfill" to YES if you didn't already
  12. Save Product Settings

Data Entry Forms (aka Modifiers)

Description: Forms can be added to collect a information (e.g., invoice #, departments, names, dates, etc.), and can also be used to modify the price of a product. Forms are built with a TouchNet feature called “Modifiers”… There are two types.

Option 1) User Modifiers
  1. This produces one form at the end of the purchase process.
  2. Access this form builder from the left side menu under Store Settings > User Modifier.
Option 2) Product Modifiers

Product modifiers are form fields that appear right after the customer adds an item to their cart (so every product can have its own form to gather info). You may access this form builder from within each Products settings under "Add/Manage Modifiers". You can add drop-down menus, text boxes, phone numbers specific fields. You can choose to require all fields, or some fields, or no fields. As an example, here's help on how to add a Product "text field" modifier:

  1. Login to TouchNet https://secure.touchnet.net/central
  2. Under Applications, select Marketplace
  3. Expand Store Settings
  4. Go to Products
  5. Click on your product
  6. Under General Settings > click "Add Modifier"
  7. Under Add Modifier Type > select "Text Entry"
  8. Set Name to the info you're looking for (e.g. Attendees Name)
  9. Set Type to Required if it is
  10. Set Format Validation to Free Text unless you have other specific needs
  11. Set Character limits if needed
  12. Set price adjustment if needed
  13. Select to Hide Modifier in Confirmation Email if you're collecting sensitive data
  14. Set Frequency to static if the buyer can purchase only one product, or dynamic if they can purchase multiples.
  15. Click Add Modifier
  16. NOTE: buyers will not see these form fields until they click the Add to Cart button.

Refer to the Marketplace User Guide for more information.

Promo Codes

How to setup a Promo Code

  1. Login to TouchNet https://secure.touchnet.net/central
  2. Under Applications, select Marketplace
  3. Expand Store Settings
  4. Click on Promotions
  5. Click "Product Promotion" button (or if you want a general discount, select "Store Promotion")
    • Promotion Code: (e.g., "50off" i.e., enter what you want the customer to enter for a discount)
    • Name of Promotion: enter the same thing you did for the promotion code
    • Promo Description: enter a description of what the promo code is for
    • Promo Type: Select either percent or amount off per item
    • Value Off: enter the dollar or percent you want to discount
    • Promotion Usage From: enter start date
    • Promotion Usage To: enter end date, or any date in the distant future if you don't want it to end
  6. Products to Include: Select the product related to this discount.
  7. Press Create Promotion

How to disable Promo Code option

  1. Login to TouchNet https://secure.touchnet.net/central
  2. Under Applications, select Marketplace
  3. Expand Store Settings
  4. Click Single Store
  5. Set "Show Promotional Code" to No
  6. Press Save at the bottom

Details

Article ID: 1147
Created
Thu 10/18/18 5:08 PM
Modified
Thu 11/15/18 10:18 AM