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

• To create a product, click [Product and order editor] - [Products] - [New product].

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 [Folding] setting is not allowed for a document with binding.
[Flyer]	There are constraints for certain settings to the document. For example, the [Binding] setting 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 [Binding] setting is not allowed for a flyer.
[Generic print product]	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.
[Wide format]	A product that allows a user to order large format artwork. NOTE In the [Configuration] workspace, the system administrator has to create a connection to ONYX to enable printing on a wide format printer. The following items must be used for the wide format product: [Wide format media], [Requested print width] and [Requested print height]. Initially, the [Wide format media] item is empty. You have to import the ONYX media catalog to fill this item, see Import the ONYX media catalog. After import, the [Wide format media] item contains all available wide format printers. For each wide format printer, the available media and [Media print mode] are listed. [Requested print width] and [Requested print height]: The user fills in the print width and height for the order. The requested print width and print height are sent to ONYX.
[Kit]	A product consisting of some other products, treated as a whole. The content is limited to [Stationery], [Fixed document] and early-bound [VDP document]. When you add a VDP product to a bundle: If you select “data source”, the application will use the number of rows in the data source file to compute the quantity, if the setting “Calculate copies/sets/quantity in bundle jobs based on number of rows in the data source file” is active. If the setting is not active, number of rows is considered to be 1, ignoring the number of rows in the data source file. The total number of jobs inside an order that contains both bundles and independent jobs will be calculated as follows: count all jobs, excluding the bundles from the sum. For example, for an order that contains 1 independent job and 1 bundles job containing 2 jobs, the total number of jobs at the order level will be 3. The price for a bundle, can be defined as a fixed amount, or calculated automatically using a formula. Either way, you can apply a discount after defining the bundle. Limitation for orders of this type: When trying to [Print] a bundle, only the contained jobs of .PDF type will be printed. When a bundle structure is updated (add a new product or delete an existing product), the preexisting orders created with that bundle are not affected. A default generic predefined bundle is available. The default generic bundle is used to replace any bundle that has the definition deleted.

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 store. The information is displayed to the customer in the promotion box in the web store. 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 store in the [Theme editor] workspace.

3. [Tax code:]

   Assign a tax code to the product. The selected tax code determines the sales tax for each order created with the product. When the customer must pay for the order, the sales tax is displayed in the [Checkout] area of the web store.

4. 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.

5. [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. To enable this functionality for a product of the [VDP document] type, the [VDP document] has to be [Fixed document] and the [Data source] has to be [Manual input].

   Enable this option to add the [Add to basket] button to the product in the web store. 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].

   NOTE

   Same behavior is valid for bundles containing a [VDP document].

Detailed product settings

1. Click the pane [Detailed product settings].

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

   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 program the fixed document. The operator can remove the fixed document and can add other files to the job when you enable the [Allow the operator to change the files of jobs] option. 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 program the VDP document. The operator can remove the fixed VDP document and can add other files to the job when you enable the [Allow the operator to change the files of jobs] option. 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 dialog 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 dialog is available for the customer and the operator. The [Define info] option is not available when you select the [Manual input] option. [Manual input] The dialog 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. [Number of rows in the preview in the web store:]  The preview in the web shop shows the entered number of variable data documents.
   [Link]	Enable option [Link] in section [Files]. Link to folder When you assign a link to a folder, the customer must select one file from the folder before submitting the order. Link to file When you assign a link to a file, the file is added to the order automatically when the customer submits the order. Link to latest modified file in folder When you assign a link to a folder and you enable option [Always use the latest modified file]: The most recently changed file from the linked folder is added to the order automatically when the customer submits the order. The most recently changed file is the file with the latest "Data modified" in the folder. 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 option [Use first page as product image] is available when you link to a file or link to the latest modified file in a folder. The product image is not automatically updated when the linked file is replaced. Click [Use first page as product image] to update the product image and save the product. 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. The settings in this dialog 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 store] to copy its items and settings to: [Print room] The ticket items that must be available for the print room operator. [Web store - 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 store] 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 and 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 store] - <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. Otherwise, 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, the [Binding] option 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 the [Orientation and binding edge] option 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 the [Binding] option, for example [Wire-O-Bind].

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

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