Create and edit a product

Each job is created using a product. You can create the products. For each product, you can:

• Define the layout of the job.

• Define which ticket items will be available to the customer and to the print room operator. The customer and the print room operator use the ticket items to configure the job.

• Define which ticket items will be available on the job ticket.

Create a new product

1. To create a product, click [Product & order editor] - [Products] - [New product].

2. Select the product type.

   You cannot change the product type after you have created the product.

   Product type	Description
   [Document with binding]	There are constraints for certain settings to the document. For example, the setting [Folding] is not allowed for a document with binding.
   [Flyer]	There are constraints for certain settings to the document. For example, the setting [Binding] is not allowed for a flyer.
   [Business cards]	A product that allows a user to order business cards. There are constraints for certain settings to the document. For example, the setting [Binding] is not allowed for business cards.
   [Generic]	A product with no constraints and no visualization of the settings. A default generic product is available. The default generic product is used to create new jobs, import old jobs created with the generic product, or import jobs created with a product that no longer exists.
   [Stationery]	A product that allows a user to order a stationery product. For example: a USB stick. The product is not printable. You can add some settings. For example: memory size for USB sticks.

General product settings

1. Define the product name. You can use the characters: 'a. - z.', 'A. - Z.', '0. - 9.', '_' . Spaces are not allowed. The name must be unique.

   You cannot change the product name after you create the product.

2. Define the caption and give some information about this product. The caption is the displayed name of the product in the web shop. The information is displayed to the customer in the promotion box in the web shop. The promotion box is optional. It allows the customer to browse through the available products and their description. You can add the promotion box to the web shop in the [Theme editor] workspace.

3. Define the image for this product. If the image path is empty, the custom image of the product is used.

   • Click [Browse] to add a thumbnail for the product in the pane [General product settings]. The recommended size for this image is: 142 x 133 pixels.

   • For stationary products, you can add an additional image in the pane [Detailed product settings]. This image is used in the preview of the product. The recommended size for this image is: 360 x 340 pixels.

     The thumbnail for the product is also used as the preview image for stationary products if no preview image has been selected. If a preview image is selected, it will not be overwritten by the thumbnail image.

   • For products with a fixed document, you can use the first page of the document as image. Click [Use first page as product image] in the [Detailed product settings] pane. When the fixed document changes, you have to click this button again to update the image.

   When you select an image that is bigger than the recommended size, the image will be resized to fit.

4. [Show 'Add to basket' button]

   This option appears when you assign a fixed document or a link to a file to a product. You can do this in the [Detailed product settings] pane.

   Enable this option to add the [Add to basket] button to the product in the web shop. When the customer clicks this button, the product is added to the basket immediately. In this case, the product will use the job ticket as defined in the [Detailed product settings].

Detailed product settings

1. Click the pane [Detailed product settings].

2. The [Files] section in view [Web shop]

   A product of type stationery cannot contain files.

   A product of type business cards only uses VDP data.

   Options	Description
   [File source]	Enable one or more file sources. When you enable file hosting services, the users can add files from the hosting service - the "cloud" - to their job. For example, Dropbox
   [Fixed document]	Assign a fixed document to the product. For example: a biology book. The customer cannot remove the document nor can the customer add other files to the job. The operator can page programme the fixed document. The operator can remove the fixed document and can add other files to the job when you enable option [Allow the operator to change the files of jobs]. You can enable this option in workspace [Configuration]. A watermark is applied to the pages of the document in the [Preview]. Configure how the document is displayed in the preview: The complete document. The first 10% of the pages of the document with a maximum of 10 pages. [Number of pages] The preview shows the entered number of pages of the document.
   VDP	Select the [VDP document]. [File source] Enable one or more file sources. The customer can select a VDP document from the file sources. [Fixed document] Assign a fixed VDP document to the product. You can select a VDP document from the file system. The customer cannot remove the VDP document. The operator can page programme the VDP document. The operator can remove the fixed VDP document and can add other files to the job when you enable option [Allow the operator to change the files of jobs]. You can enable option [Allow the operator to change the files of jobs] in workspace [Configuration]. NOTE The document must contain VDP data, else the document cannot be added to the product.
   	Select the [Data source]. [File source] Enable one or more file sources. The customer can select a data source from the file sources. [Define info] The dialogue contains the required structure of the data source after a VDP document is added to the product. You can add additional information. The information in this dialogue is available for the customer and the operator. Option [Define info] is not available when you select option [Manual input]. [Manual input] The dialogue displays the required structure of the data source for the VDP document. You can map order items and job items to each variable data field. The customer can change the variable data for each field in the web shop. The operator can change the variable data in the [Order processing] workspace.
   [Link]	Enable option [Link] in section [Files]. When you assign a link to a folder, the customer must select one file from the folder before submitting the order. When you assign a link to a file, the file is added to the order automatically when the customer submits the order. Click [Browse]. Click the plus icon to select a file or folder. The icon appears when you hover the mouse pointer over the item. The folder has been configured in the [Configuration] workspace. Click [OK]. The settings in this dialogue are part of the procedure to configure linking to a file or folder. For the complete procedure, see the help file of the [Configuration] workspace.

3. To add an item to a view, select the item in the items list and drag the item to a group or subgroup of the view.

   The ticket items in the item list are defined in workspace [Product items]. You can use these items to define each product. A ticket item can be placed in one or more views. The views indicate what is visible for the operator and for the customer of the web shop. The following views are available for each product:

   View	Description
   Web shop	You can configure which file types and ticket items are available to the customer of the web shop. Also, you can select which price estimation formula must be used for jobs created with this product. Click the icons directly next to [Web shop] to copy its items and settings to: [Print room] The ticket items that must be available for the print room operator. [Web shop - printed ticket] This is the job ticket for the customer.
   Print room	You can configure which file types and ticket items are available to the print room operator. Also, you can select which quotation formula must be used for jobs created with this product. You can also configure the automation templates. The automation templates assigned to the product will be applied automatically when the job arrives on the server. Click the icons directly next to [Print room] to copy its items and settings to: [Web shop] The ticket items that must be available for the customer. [Print room - printed ticket] This is the job ticket for the print room operator.
   Web shop - printed ticket	Define which ticket items will be available on the job ticket for the customer.
   Print room - printed ticket	Define which ticket items will be available on the job ticket for the print room operator.

4. The [Automation templates] section in view [Print room]

   Drag and drop available automation templates to the active automation templates. You can activate more than one automation template per product. Drag each automation template up or down to put them in the correct order. The automation templates assigned to the product will be applied automatically when the job arrives on the server.

   • The application of a template can fail. For example, the automation template can only be applied to the job partially. In this case, an error is reported in the [Order processing] console on job level in section [Automation templates]. However, no errors are reported to the print room operator when you enable option [Ignore errors].

   NOTE

   Automation templates are available when PRISMAprepare and the PRISMAdirect Web Bootstrap are installed, and option [Automation templates] is enabled in workspace [Configuration].

5. The [Pricing] section

   Select the [Price estimation formula] and the [Quotation formula] for the product. You can select [[Default price settings]]. In this case, the jobs created with this product will use the settings and formulas as defined in the web shop.

   You can define the price settings for and assign formulas to:

   Location	Description
   Product	Click [Product & order editor] and select a product. Here you can define the [Price estimation] and [Quotation] for each product.
   User groups	Click [Order processing] - [User management] - [User groups] - [User group settings]. Here you can define the [Price estimation] and [Quotation] for each user group.
   Each web shop	Click [Order processing] - [Web shop] - <web shop> - [Pricing]. Here you can define the [Price estimation] and [Quotation] for each web shop.

   The jobs created with a product will use the following price settings and formulas:

   1. If a formula is assigned to the product, then this formula is used.

   2. Else the formula and price settings assigned to the user group are used.

   3. If no formulas are assigned to the product or user group, then the formulas and price settings assigned to the web shop are used.

6. The [Remarks] section

   Allow the user to enter remarks for the print room operator.

7. The [Layout] section

   Select the layout settings available for the customer. A number of items have a checkbox in the top left corner. Use the checkbox of the items to enable or disable the items. When you enable an item, the item is visible for the user. Click an item to edit the item.

   Visual ticket items and choice items

   Visual ticket items and choice items are allowed in the [Layout] pane, but not more than 14 items. Visual ticket items have effect on the preview. For example, if media is set to green then the media is displayed as green in the preview. The choice items do not affect the preview. You can add non-visual and non-choice items to the [More ticket items] section.

   Fixed layout items

   The [Fixed layout settings] pane contains items which define the layout. You can define the value for each item only in the product. The value cannot be change by a user or operator. The items in this pane are not visible for the user or the operator. Only those visual ticket items are allowed that are valid for the type of product. By default, each product contains some visual ticket items that are not editable. These settings define the product. For example, option [Binding] is set to none for a flyer. These settings cannot be changed or deleted.

   Example

   For example, the [Layout] pane contains option [Binding]. The [Fixed layout settings] pane contains option [Orientation and binding edge] with its value set to [Landscape, top edge binding]. The product will always generate a landscape document with top edge binding. The user can only select a value for option [Binding], for example [Spiral bind].

8. Click [Update] to save the changes to the product.

9. Click the [Publish] icon in the tab of workspace [Product & order editor] or [Web shop editor].

   Publishing the changes to the PRISMAdirect server could take some time. The status bar indicates the progress.

Overview

The pane [Overview] offers you an overview of the used ticket items in the product and the print ticket.