Commerce5 has been designed to allow for the uploading of product data from 1 Counterpoint database to multiple Magento Websites or multiple Magento Store Views.
The Advanced Product settings described here can be configured for each website as needed.
- By default only items that are flagged as “Ecommerce Items” are included in the product feed. Items can be further filtered to exclude items that don’t meet certain conditions like missing a website name or attribute set.
- When uploading products to multiple Magento Websites the item filter allows you specify which products are uploaded to which website. The most common setup is to add a website specific checkbox on the item record. (Ex: mywebsite1.com, mywebsite2.com, mywebsite3.com, etc)
- Note: A filter can be created for ANY attribute on the Item table
- Quantity Available
- Quantity on Hand
- Specific Location
- All Locations
- Location Group (list of specific inventory locations)
- Specific Location that is used to define items that are stocked or active for the website
- This allows for specific grid cells to be excluded from the website product feed by unstocking the grid cell or changing the status to inactive for the stocking location
- Note: If specific items or grid cells are only excluded from the website, but not in store then it is recommend to setup a new inventory location in CounterPoint called “WEB” that is used for controlling the availability online. There is no need to track any inventory quantities in the WEB location.
- Quantity Threshold can be defined at both a global and per item level.
- The Quantity Threshold value determines the qty at which an item is considered “Out of Stock” on the website. By default an item is considered Out of Stock at a Qty of 0. This setting will allow you to control this value on the website to help prevent overselling of specific products due to inaccurate inventory qty or the selling of inventory out of a shared location.
Non-Inventory and Always in Stock Items
- By default Non-Inventory items in CounterPoint are created in Magento with the setting “Manage Stock” set to “No”. This allows for an unlimited amount of a product to be purchased.
- Commerce5 includes a flag on the item record called “Always in Stock”. This allows for an Inventory item to be flagged as always in stock, which will create the item in Magento with the setting “Manage Stock” set to “No”
- Note: items that are typically flagged as always in stock are ones that can be quickly fulfilled (1-2 day delay) by a 3rd party vendor, downloadable products, memberships, donations, etc.
- Commerce5 includes a “Web Status” field on the item and parent items records that allows the products website status in Magento to be controlled from within Counterpoint.
- Two good uses for this feature are:
- When adding a new product to Magento have the product created with a status of “Disabled”. Once the product has been reviewed in Magento and is ready to be available for purchase on the front end of the website change the web status in CounterPoint to “Enabled”.
- When trying to bulk remove products from the website, setting an item to “Disabled” in CounterPoint will set a configurable product and all associated simple products to “Disabled” in Magento. This is much faster than performing this task in Magento when there could be potentially hundreds of associated simple products.
- For SEO reasons it can be detrimental to delete or disable products on the website that have been indexed by SEO bots like Google. This can result in 404 errors and the loss of valuable backlinks from Social Media websites like Pinterest or Facebook.
- Commerce5 includes a “Web Archive” checkbox on the item and parent item records in Counterpoint that lets you flag items that are no longer available for sale on the website, but should still remain accessible through the direct product url.
- When an item is flagged as “Web Archive” the product will be configured as follows in Magento:
- Removed from ALL product categories
- Forced to Qty of 0
- Forced to Out of Stock
- Visibility changed to “Catalog” instead of “Catalog, Search”
- This will prevent the item from showing up in search results.
- Note: If you are looking to permanently remove these archived items from the website it is recommended that you consult with your Magento Developer or SEO consultant to determine the best course of action.
Website Backorder Method
- Commerce5 allows for the Backorder value to be specified on a per item basis:
- Blank Value = No Backorders
- No Backorders
- Allow Qty Below 0
- Forces Item Stock Available to always be “In Stock”
- Allows a customer to order qty below 0, but with no notification
- Allow Qty Below 0 and Notify Customer
- Forces Item Stock Available to always be “In Stock”
- Allows a customer to order qty below 0 and receive notification during checkout of the qty that will be backordered
Counterpoint does NOT factor Qty on BO, Qty on SO and Qty on Transfer In when calculating the quantity available for a specific inventory location. The following settings will allow these values to be included in the quantity available that is uploaded to the website.
Note: These settings have no impact if the Qty on Hand is being uploaded instead of Qty Available.
Include Qty on Backorder
- Calculation: Qty Available – Qty on Backorder = Web Qty Available
Include Qty on Special Order
- Calculation: Qty Available – Qty on Special Order = Web Qty Available
Include Qty on Transfer In
- Calculation: Qty Available + Qty on Transfer In = Web Qty Available
Commerce5 provides a variety or price settings for populating the MSRP, Price and Special Price fields
- If using location specific pricing in CounterPoint, then you can use the price location setting to specify which location to pull prices from for the website.
- If no location is specified the prices would be pulled from the all (*) location price
- (Optional) Allows you to specify the inventory location to use as the product cost in Magento
Use Grid Cell Price
- If using grid specific pricing in CounterPoint, then this setting will incorporate those prices into the product upload
Use Alternate Units
- Alternate Unit Pricing is supported through the creation of Grouped products in Magento with unit specific Price and Special Price
- Commerce5 allows for specific alternate units to be included in the product upload on a per item basis using the following settings on an item record:
- Include Stocking Unit
- Include Alternate Unit 1
- Include Alternate Unit 2
- Include Alternate Unit 3
- Include Alternate Unit 4
- Include Alternate Unit 5
- Note: The Product Names in Magento for Alternate Units are created by appending the Unit Display Name in CounterPoint to the end of the Item’s Website Name.
Use Price Rules
- Enables the use of CounterPoint Price Rules in calculating an item’s special price on the website
- Note: Special Prices are only calculated for Qty 1 of an item
- Price Rule Customer #
- Only Price Rules that are valid for this specific Customer # will be used when calculating the website special price
- Price Rule Store
- Only Price Rules that are valid for this specific Store will be used when calculating the website special price
- Last Price Calculation
- Date and Time for the last time the special prices for calculated
- The special prices are automatically recalculated once a day or if the Last Modified Date of any Price Rule is after the current Last Price Calculation Date.
- The special prices can be forced to be recalculated by clearing the Last Price Calculation Date
Note: Customer Specific Contract Pricing, Item Tier Pricing, and Other Advanced Pricing Uploads are available via Commerce5 Professional Services
Price, Special Price and MSRP
Note: Price Values are pulled from the Price Location or Grid Cell as Specified in the settings
- Price (Default)
- When Regular Price > Price 1 then Regular Price else Price 1
- Special Price (Default)
- When Regular Price > Price 1 then Price 1
- When Calculated Price from CounterPoint Price Rules < Price 1 then Calculated Price
- Web MSRP
- Select from Regular Price, Price 1, Price 2, Price 3, Price 4, Price 5, Price 6
Commerce5 provides Advanced Settings for overriding the default price and special price
The following price settings allow select from following price levels: Regular Price, Price 1, Price 2, Price 3, Price 4, Price 5, Price 6 (Optionally with custom Price 7, Price 8, Price 9, Price 10)
- Web Base Price Level
- Magento Price
- Web Default Price Level
- Magento Price if Web Base Price Level is empty.
- If no Web Default Price Level specified then it defaults to Price 1 Level
- Web Special Price Level
- Magento Special Price
For a number of reasons in CounterPoint items that would normally be gridded are setup as separate items. Most commonly this is done to track variant specific pricing and costs. When selling these products online it is beneficial from a customer shopping experience standpoint to group these separate items together as configurable or grouped products.
Commerce5 provides parent/child functionality to group together both regular inventory items as well as gridded items. It is possible to create a 4 dimensional gridded item (configurable product) on the website by combining gridded items or regular items with 4 variant options.
The Parent Item # is assigned to the Child Products on the Website Info (Custom) tab on the Item Table
The Commerce Parent Item # table is a separate table from the Counterpoint Item Table
Note: The Parent Item # MUST not match a regular Item #
The Parent Item Table Contains the following fields by default:
- Parent Item #
- Name (Must be Unique)
- Type (Configurable or Grouped)
- Ecommerce Item
- When a parent item is unflagged as an Ecommerce Item all associate child products are automatically unflagged as Ecommerce Items
- Web Status (Enabled/Disabled)
- Attribute Set
- Grid Dimension Tag 1, 2, 3, 4
- Web Description
- Defaults to Child Description if left blank
- Web Short Description
- Defaults to Child Short Description if left blank
- Web Categ 1, 2, 3, 4, 5
- Defaults to Child Web Categories if left blank
- Meta Description
- Meta Title
- Child Items (View Only)
- List of associated child items
- Lowest Child Price (View Only)
- Parent Price and Special Price are pulled from the lowest associated child price