Manage product inventory

Updated on 20-October-2016 at 10:16 AM

Business Catalyst End of life announcement - find out more details.

Once you have created your shipping options, the next step is to ensure that the shipping options display on the shopping cart of your online store. Displaying shipping options is done by inserting {tag_shippingoptions} in the shopping cart layout.

  1. Select Site Manager > Module Templates, and then click Online Shop Layouts.
  2. Select Shopping Cart from the list.
  3. Place the cursor in the content editor where you want the shipping options to display.
  4. From the Data tab of the Toolbox menu on the right, {tag_shippingoptions}
  5. Click Save.

Note: The default shopping cart layout includes the {tag_shippingoptions} tag. To avoid duplicate shipping options, ensure that you remove the existing tag before adding another tag.

Customizing the shipping options tag

You can customize the way shipping options are displayed within the shopping cart by modifying the tag in the layout.

  1. Select Site Manager > Module Templates, and then click Online Shop Layouts.
  2. Select Shopping Cart from the list.
  3. Locate the {tag_shippingoptions} tag in the layout, and then customize this tag by adding one or more of the below options:

See below for details on each option:

Business Catalyst allows you to set inventory stock levels for products. This feature allows you to advise a site visitor if a product is out of stock, or hide the product altogether. You also have the option to notify site administrators of low stock levels so that they can be replenished.

Setting product inventory levels

You can set product stock inventory levels for new or existing products.

  1. Select E-Commerce > Products and then click a product from the list. Alternatively, you can create a product. See Creating Products.

  2. Select the Inventory tab and then click Enable.

     
  3. Enter the product stock levels, out of stock options and low stock notification threshold.

    Note: The low stock notification field allows you to notify admin users when a product has reached the specified threshold. The admin users in the role responsible for the product are notified. To set the role responsible, see the product Details tab.

  4. (optional) Enable product variations, see  Setting product inventory for attributes.

  5. Click Save.

Setting product inventory for attributes

If you have added attributes to your products, you can also set inventory levels for the different variations of your product. For details on attributes, see  Add properties to a product using Attributes

  1. Select E-Commerce > Products and select a product from the list

  2. Click the Attributes tab, and do one of the following:

    • Click edit next to an existing attribute
    • Create a new attribute by clicking Add New Product Attribute.
     
  3. Select the Keep Stock? checkbox and then click Save.

    Note: The checkbox list display type cannot be used with the attribute inventory feature.

    Repeat this process for all attributes used for inventory control.

  4. Click the Inventory tab from the top navigation menu.

  5. If not already enabled, click Enable.

  6. Expand the Product Variations section and then click Generate Variations.

    Business Catalyst creates variations using a combination of all attributes enabled for inventory control.

  7. Set the stock levels for each product variation and then click Save.

    Note: You can disable individual variations, these variations will not be displayed to site visitors.

Note: For the best experience using Business Catalyst we recommend creating a maximum of 20 product attributes (per product). For more details please see the Business Catalyst system limits.

Importing product variations

The product code identifies the master product and the variation options are extensions of the primary product. To import product variations, first enable inventory control for attributes. See Setting product inventory for attributes .

Create a product with variations

  • Add the keep stock for each attribute: Size*|5|Y :Small|,Medium|,Large|;Color*|5|Y:Red|,Blue|,Green|
  • Update the Use Variations column to: Y
  • Update each variation details by using the Variation Options as a key

Update a product with variations

  • keep stock on attributes cannot be changed on a product that has variations enabled (if an attempt is made there will be an error)
  • every variation that appear in the table will be updated using Variation Options as a key
  • in stock, on order will be ignored for the master product

Remove variations from a product

  • Update the Use Variations column to: N
  • If there are variations in the table that point to that product they will be ignored

Customizing product layouts to display inventory

When inventory control is enabled, use the below tags to customize the product layouts to display inventory variations.

  • {tag_attributes, horizontal, hideDisabledVariations, autoSelectFirstVariation}
    • horizontal - display attributes horizontally
    • hideDisabledVariations - true or false
    • autoSelectFirstVariation - true or false
  • {tag_instock, syncWithAttributes, noSelectionMessage, disabledSelectionMessage} 
    • syncWithAttributes - true or false
    • noSelectionMessage - specify the message displayed when site visitor has not selected a variation;
    • disabledSelectionMessage - specify the message displayed when site visitor has selected a variation that is disabled
  • {tag_onorder, syncWithAttributes, noSelectionMessage, disabledSelectionMessage}
    • syncWithAttributes - true or false
    • noSelectionMessage - specify the message displayed when site visitor has not selected a variation;
    • disabledSelectionMessage - specify the message displayed when site visitor has selected a variation that is disabled;
  • {tag_productcode, syncWithAttributes, noSelectionMessage, disabledSelectionMessage} ? with variations enabled, tag product code will render the variation code instead of product codes in all layout where it is used:
    • syncWithAttributes - true or false
    • noSelectionMessage - specify the message displayed when site visitor has not selected a variation;
    • disabledSelectionMessage - specify the message displayed when site visitor has selected a variation that is disabled;

Some tags may exist on your product layouts, update these tags to display product variations. Example: Update {tag_instock} attribute in product layouts to {tag_instock, true} to synchronize its value to the stock level of the selected variation.

Layout customization examples

The below example displays the variation stock with customized messages when a visitors selection is invalid; and displays the product attributes as drop-downs, including the disabled variations.

When first entering the product page, the visitor will see:
 

When selecting a variation that is not available:
 

When selecting an available variation:
 

Advanced customization

You can further customize product layouts using additional JSON tags. The below customization method requires a sound understanding of JavaScript.

  • {tag_attributes_json}
  • {tag_instock_json}
  • {tag_onorder_json}
  • {tag_productcode_json}
  • {tag_product_json}

Example 1: Add products to cart without refreshing the page

Example 2 - Change image according to selected attribute

true - This parameter enables Delivery Country and Delivery State dropdown. You need to use this parameter if you want to display the  state tax or provincial tax for certain countries. 

Only Charge Country Users - True by default. For example if your customers are in the US, then they are forced to choose the state that they want the goods to ship to and will need to pay the relevant taxes. However if the purchasing customer is in Australia and are shipping the goods to United States California, then they are not forced to pay state taxes.

Ship to Single Country - If you only ship to a single country, then enter the 2-letter country code for that country, e.g. US for United States, otherwise leave empty. If you leave out this option the system will allow shipping to any country.

Note that you can actually select to ship the goods to multiple countries by entering the two letter codes for those countries and separating them by semi-colon (;) e.g. US;AU;GB

Apply Tax to Shipping Charges - True by default. If you don't want state taxes to be applied to shipping charges, then set this to false.

Apply Tax to Gift Vouchers - True by default. If the cart contains both, products and gift voucher items, then state tax is applied to all of them. By setting this value to false you will exclude state tax from being applied to gift vouchers. In the scenario where gift vouchers are excluded from state tax, the original tax rate for the gift voucher will remain applicable.

Examples

  • Display all countries in the Delivery Country menu and all tax codes in Delivery State menu
  • Not adding state tax to shipping charges and gift vouchers:
  • Limiting delivery to US and GB only (Delivery Country dropdown will have US and GB only on it)