Table of Contents
1. Information about the Product Catalog
2. Make changes to the product catalog settings
3. Provide a name and description for the product catalog
4. Define cancellation policy and time
6. Define other options for the product catalog
7. Define access rights for the product catalog
8. Define payment methods for different user groups
9. Add or remove products from the product catalog
10. Create a new product catalog
1. Information about the Product Catalog
Once the products have been created and their settings have been defined for sales, they can be published in the product catalog (a.k.a. sales catalog) for customers to place orders. Multiple sales catalogs can be created if different user groups require different product lists, delivery methods, or payment options. In addition, it is possible to add settings and offer prices that differ from the default settings of the products added to the sales catalog.
Unless otherwise agreed, Taitori team creates the product catalog based on the preliminary information form as part of the service implementation. The main administrator holds the final responsibility for reviewing and updating the product catalog settings to ensure sales readiness.
The product catalog is given a name and description. The description is immediately visible to users just below the product catalog's name, making it an excellent place to provide order-related instructions to customers (see example in Image 1).
Users can place orders from the product catalog during the room reservation process, and the catalog's settings can also allow pickup orders and orders with custom delivery locations (see Image 1). The sales catalog can be activated only for specific rooms, and this is determined in the room settings on the reservation side.
Image 1. Taitori Café's "Catering" product catalog.
2. Make changes to the product catalog settings
- Start by logging in to Taitori PORTAL and navigate to the "Shop" page.
- Click on "Product Catalogs," choose the location where the product catalog is located from the drop-down menu, and finally, click on the title of the product catalog.
- Click the "Change" button in the top left corner to modify the fields.
- Make the necessary changes to the product catalog settings. See below for details on how to complete various product catalog settings.
- Remember to save the changes by clicking the "Save" button in the top left corner.
3. Provide a name and description for the product catalog
Open the "Text Preferences" section of the settings and complete the texts for different language versions. Tip! You can use the translation function to fill in the details for one language first and then click "Translate", which will automatically complete the other language versions. You can also copy one translation to each language automatically by clicking "Copy".
- Give the product catalog a name (e.g., Meeting Catering).
- Provide a description for the product catalog (e.g., instructions related to orders).
4. Define cancellation policy and time
Open the "Text Preferences" section of the settings and fill in the cancellation policy for different language versions. The cancellation policy will be displayed during the payment method selection and in the user's order confirmation.
Image 2. Payment info.
Next, open the "Order Delivery" section of the settings and specify in the "Cancellation" field how many hours before delivery the order can be canceled. Basic users won't be able to cancel their order from Taitori application after the specified time limit has passed.
5. Define Delivery Methods
Note: Catering orders made in connection with a room reservation are enabled in the room settings on the Taitori Reserve side.
- Open the "Options" section in the settings.
- Choose whether users can place pickup orders.
- Choose whether users can place orders for delivery to a custom location. A custom delivery location means that users can manually write the delivery location (see image 1). A custom delivery location could be, for example, the office lobby or any other location not found in the reservation system.
- Select the primary delivery method. If both pickup and orders with a custom delivery location are allowed, you can choose which option is the default one shown in Taitori application. In the image 1, "Delivery" has been selected as the primary delivery method.
6. Define other options for the product catalog
- Open the "Options" section in the settings.
- Choose whether the prices of products in the product catalog should be displayed with or without VAT.
- Choose whether to enable showing product popularity and the search function in the product catalog. We recommend enabling both features.
7. Define access rights for the product catalog
Open the "Permissions" section in the settings. Check the user groups that are granted the right to order products from the catalog. Also grant access rights to the main administrator group where the users responsible for product management are included. If there are upper and lower user groups created for customers, granting access to the upper user group is sufficient.
Image 3. Product catalog permissions.
8. Define payment methods for different user groups
After defining permissions, open the "Payment Method" section and check the payment methods available to each user group. Please note that enabling online payment requires an active integration with Visma Pay.
Remember to save the settings at this point!
9. Add or remove products from the product catalog
- On the PORTAL's "Shop" page, click on "Product Catalogs" and open the product catalog where you want to add a new product or remove a product.
- Click on the catalog's name to open it.
- Click the "Contents" button in the top left corner of the page.
- You will see your products or product categories on the page. You can now hide products or product categories or make them visible on the sales catalog by showing them. You can rearrange the order of products and categories by dragging and dropping them.
- Finally, click the "Save" button in the top left corner of the page.
10. Create a new product catalog
- Start by logging in to Taitori PORTAL and navigate to the "Shop" page.
- Click on "Product Catalogs" and then select "Create a new product catalog".
- If you have multiple shops, choose the shop where the new product catalog will be created.
- Choose whether to activate the product catalog immediately for users to see (Closed or In use).
- Give a name to the product catalog.
- Next, open the "Text Preferences" section and enter at least the name of the product catalog (e.g., Meeting Catering) for all different language versions.
- Open the "Permissions" section and check at least the main administrator group at this stage. Save the product catalog by clicking the "Save" button in the top left corner. Complete the detailed settings for the sales point according to the instructions in steps 2 - 9 on this page.
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