Example: Test Offer.Paula

The associated Box Product is Test Box.Paula. 


Through out the creation process, you can click the Save and Continue Edit button in the top-right corner. 

Initial Steps


1. Go to Catalog => Manage Products and click on Add Product button in the top-right.


2. Select “Offer” from the Attribute Set drop-down menu.

3. Select “Offer Product” from the Product Type drop-down menu.

4. Select the Continue button. 



General

1. In the Name section, type the name of the Offer.

2. In the Description section, type the description of the Offer. 

3. In the Short Description section, type a short description. 

4. In the Article ID section, name the Offer Product using the template (see offer product and box product naming convention).


5. Select “Enabled” from the Status drop-down menu.

Enabled: customer can purchase the offer product and offer product can be charged

Disabled: customer canNOT purchase the offer product and offer product canNOT be charged

Enabled for Chargerun Only: Only Chargerun can "fake-purchase" on behalf of the customer during renewal the offer product



6. Select “Catalog, Search” from the Visibility drop-down menu.

As the website does not allow to search for Products, only Not Visible Individually and Catalog, Search are used as values.

7. Select the appropriate option from the Vertical drop-down menu. (ex.: if it is a part of the Glossy vertical, choose “Glossy”)
This value is only used internally for Reports and has no effect to the website.


Prices


1. In the Price section, indicate the price of the box. (Note: The price will be automatically set to the currency in which country you are working in).


2. Select the appropriate tax class from the Tax Class section. The options are None (no tax), Taxable Goods (tax included in price), and Shipping (additional shipping costs; ensure you add the additional shipping costs in the Additional Shipping Costs section).

For FR choose Tax Class = Les marchandises imposables


Images


If you’d like to add an image for the Offer Product, add it here.

1. Select the Browse Files… button.

2. Select a photo. 

3. Select the Upload Files button. 


4. Hover the mouse over the "Roll Over for Preview" section (under the Image column). You will then see the image appear. Choose the appropriate settings. 



Offer Options


1. Set the frequency of the offer by choosing the appropriate option from the Frequency drop-down menu. The options are: Monthly, Bi-Monthly, Quarterly. 



2. Select the type of payment from the Payment Type drop-down menu. The options are:

Prepaid: customer must pay before the delivery takes place

Recurring: monthly renewal during Chargerun

One-Off: Single Purchase aka One-time-payment


Note: consider the note under the drop-down menu.



3. Select the number of deliveries the customer will receive from the Number of Deliveries drop-down menu.

It is important to ensure that this setting is in accordance with the Payment Type; otherwise the Offer Product will be incomplete (ex.: if Payment Type is set to “Recurring,” then Number of Deliveries must be set to “Endless”).  

Note: consider the note under the drop-down menu. 


Inventory

The Box Product will manage the stock!

Therefore:

1. Deselect the “Use Config Settings” checkbox underneath the Manage Stock drop-down menu


2. Select “No” from the Manage Stock drop-down menu.

Categories

The category defines where the offer product is being shown / offered to the customer.

Select the category (or categories) for the Offer Product by checking the  box.

Note: the selected category (or categories) must be the same for the associated Box Product(s). 

Note: for Analytics reason not only the mandatory offer product must be in the category but also the associated Box Product(s) should.


Associated Products

1. On menu Associated Products => Super product attributes configuration section, select the associated Box Product by clicking the  box (or boxes).

Note: you can search for the associated box(es) in the search bar.

Note: Linking more than one box product to an offer product is not part of the current business model. Only the next month the box product of the next month will be linked to the offer product.