Product variants consists of the descriptive information about the product. Essentially, how many of each color, size, material, shape, etc. If you are updating a customer submitted quote, the quantities and product variants may be automatically filled in.

You can use the "+ Add Line Item" to pull each product variant configuration into the order document. Use the Select an item by Variant Attribute box to chose the desired line item. The selected line item will be added to the product variants list and you can then update the quantity and pricing information.

See this in action with a quote!

You can also update the detailed information for each product variant, including the customer facing description which will display for that line item within the order document. Additionally, you can use the checkboxes to hide product variant info or the trash can to remove the variant from the order document.

See this in action with a quote!

Options and Charges will display any charges that the vendor has included with the product, as well as the ability to use the "+ Add Charge" and "+ Add Run Charge" links to include custom charge information on the order document. Any product charges for the variants will be listed in the Available Vendor Charges section but will not be included on the order document unless you click on the Add link. Once a vendor charge has been added to the order document, you will be able to update the information.
Note: The charges in this section should refer to additional charges for product options, such as shipping, production time, rush service, gift boxes, etc. If you need to add decoration charges, such as a set-up charge, use the Decoration Charges section in the Decoration area.

The column on the right contains:

• Product Image
  To add a custom image by uploading it from your computer, click on the Upload button at the bottom of the Product Image section.
• Product Name
  The product name provided by the supplier will be automatically filled in. You can use this field to update this information.
• Product Number
  The product number provided by the supplier will be automatically filled in. You can use this field to update this information.
• Product Category
  The product category cannot be altered.
• Customer Product Number
  The Customer Product Number is a distinct call number for an item which is unique to your company that are different from the supplier's product number. A benefit to using customer product numbers is that they can only be utilized by your company. For example, if a customer tries to trace this product number via the internet or a competitor, it will not yield the correct product - even if said competitor is also using ESP. You can use this field to update this information.
• Product Supplier
  The product supplier cannot be altered but it will not appear on the customer facing order documents.
• Product Description
  The product description provided by the supplier will be automatically filled in. You can use this field to update this information.

If you have worked with this customer before and have a saved decoration template, you can click on the Import Decoration button.

To apply a previously configured imprint template, use the drop-down to select the company and then click on the decoration you would like to apply. Select the decoration and then click on the Import Decoration button.

See this in action!

After the saved template has been imported, the fields can be updated.

Click on the Add Decoration button to configure new decoration information.

If the supplier provides imprinting for this product, the supplier's information will be automatically filled in for the Decorator field. Then, begin entering information in the avilable decoration fields, upload artwork, and indicate any additional charges.

The Decoration Details section enables you to enter information for the Imprint Location, Imprint Method, Decorator (if Supplier is does not provide imprinting), and Decorator Notes.
Note: If you need to update the Decorator, the Decorator company you would like to use must be an active company within CRM.

The Setup Details enable you to configure the imprint information for an imprint location. Use the Imprint Color and Imprint Size fields to indicate the color and size of the decoration. The "Apply Decoration Detail to All Product Variants?" option enables you to indicate specific decoration criteria for selected variants. For example, you are ordering T-Shirts in both black and white. A white logo on a black shirt will display well, but it would not be visible on the black shirt, so you could choose "Select Variants" to indicate that the logo should be imprinted in white on the black shirts and then click on the "+ Add Setup Detail" link to include a section imprint indicating that the logo should be imprinted in black on the white shirts. You can also include any instructions for the decoration.

In the Artwork & Proofs section, you can upload any applicable artwork files for this product. Artwork can be selected from the customer's CRM record, selected from a previous order, and/or uploaded from your computer. This section also enables you to select a proof type and indicate if client approval is required.

 

The Decoration Charges section will display any imprinting charges that the vendor has included with the product, as well as the ability to use the "+ Add Vendor Charge", "+ Add Charge", and "+ Add Run Charge" links to include custom charge information for decoration. Any decoration charges provided by the supplier will be listed in the Available Vendor Charges section but will not be included on the order document unless you click on the Add link. Once a vendor charge has been added to the order document, you will be able to update the information.
Note: The charges in this section should refer to decoration charges, such as a set-up charge, additional color charge, tape charge, etc. If you need to add additional charges for product options, such as shipping, production time, rush service, gift boxes, etc., use the Options and Charges section of the Configure Product area.

The "+ Add Shipping Destination" link enables you indicate another location in the shipping path. For example, if you needed to the send the order to the decorator company prior to sending it to your customer, you could do so by clicking on the "+ Add Shipping Destination" link.

Then, update the Ship To fields on both paths.

Split shipping enables the order to be shipped to multiple addresses. For example, if you are working with a college and quoting products for multiple campuses, you could indicate the shipping path for each campus. To do this, click on the Split Shipment link.

A second shipping path will be added and you can configure the additional location. Then, click on the Choose Quantities button.

Enter the quantities for the second location and then click on the Save Quantities button.

Note: After establishing a split shipment, you will be returned to the Products & Pricing section, as the item will now be displayed in the individual shipments. You will need to click on the three-dot icon and select Edit to return to modifying the product information for the item within that shipment.