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v. 1.53 Users Manual
v. 1.53Users Manual
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Welcome!This document is intended to guide you in se1ng up the Web Wizard Toolkit Applica;on for edi;ng and uploading inventory items and panels to your website.
This is a supplement to the Furniture Wizard manual, if you have further ques;ons or concerns aCer reading this manual, please call our technical support team at the following phone number: 619 869 7200
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Setup ConsideraAons .............................................................................................................. 6
Website ConfiguraAon ............................................................................................................ 6
Program SeFngs ...................................................................................................................... 7 Main Page Images .................................................................................................................. 8 Main Slider .............................................................................................................................. 9 Assigning images to Panel One ...................................................................................... 9 Delete an image ............................................................................................................. 9 Enlarge Photo ................................................................................................................. 9 Linking the Panel Image ................................................................................................ 10 Show link As .................................................................................................................. 10 Main Slider Se1ngs ........................................................................................................ 11 Other Panels ........................................................................................................................... 11 Select Panel .................................................................................................................... 11 Select Panel Type ........................................................................................................... 11 Single Image Panel Type ................................................................................................. 12 Youtube video Panel Type .............................................................................................. 13 HTML block Panel Type .................................................................................................. 14 Mul;ple Image / Slider Panel Type ............................................................................... 14 Exit screen .............................................................................................................................. 17
Item Preferences .................................................................................................................... 18 Item Name Se1ngs ................................................................................................................. 19 Item Behavior ......................................................................................................................... 20 Quan;;es (Stock management) ............................................................................................. 21 Exit screen ............................................................................................................................... 21
Custom Stock Message .......................................................................................................... 22 Create ETA message by Manufacturer ................................................................................... 22 Exit screen ............................................................................................................................... 23
Category Management .......................................................................................................... 24 The Category Tree .................................................................................................................. 24 Web Category Manager .......................................................................................................... 25 Exit screen .............................................................................................................................. 28
Supplier Management ........................................................................................................... 29 Furniture Wizard Suppliers ..................................................................................................... 30 Exit screen .............................................................................................................................. 31
Room Editor ........................................................................................................................... 32 TroubleshooAng ..................................................................................................................... 32 Saving Changes in Program SeFngs ...................................................................................... 33 Exit screen ............................................................................................................................... 33
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SelecAng Wizard Items ........................................................................................................... 34 Select Wizard Items screen features ..................................................................................... 34 Furniture Wizard Item Search ................................................................................................ 35 Searching Items by Main A`ributes .............................................................................. 35 Searching by Minimum Cost and/or Minimum Retail .................................................... 35 Searching by Quan;ty .................................................................................................... 35 Searching by Date & Status ............................................................................................ 36 Custom Fields ................................................................................................................. 37 Sort by ............................................................................................................................ 37 Display Op;ons .............................................................................................................. 37 Picture Op;ons .............................................................................................................. 37 Furniture Wizard Item Search Results .................................................................................... 38 Items Listed .................................................................................................................... 38 Items Checked ............................................................................................................... 38 Items on Web ................................................................................................................ 38 Image Quick Edit .................................................................................................................... 38 Assign an image to an item ............................................................................................ 38 Delete an item’s image .................................................................................................. 39 Enlarge Image ................................................................................................................ 39 Alternate Images ............................................................................................................ 40 Select Items to Add to Website ............................................................................................. 42 Check All ........................................................................................................................ 42 Uncheck All .................................................................................................................... 42 Invert Checked ............................................................................................................... 42 Show Checked ................................................................................................................ 42 Adding Inventory items to the Website ................................................................................ 43 Add to Site ..................................................................................................................... 43 Remove from Site .......................................................................................................... 44 View Web Data ............................................................................................................. 44 Website Address ........................................................................................................... 44 Exit screen .............................................................................................................................. 44
Edit Website Items .................................................................................................................. 45 Edit Web Site Items screen features ..................................................................................... 46 Searching through the Web Inventory ................................................................................... 46 Search field .................................................................................................................... 46 Search by Supplier or Category ..................................................................................... 46 Clear Search ................................................................................................................... 47 Display Op;ons .............................................................................................................. 47 Sort by ........................................................................................................................... 47 Web Inventory Search Results ............................................................................................... 48 Web Site Count ............................................................................................................. 48 Displayed Count ............................................................................................................ 48 Error Count ................................................................................................................... 48
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Preview Screen ...................................................................................................................... 48 Edit Selected Item .................................................................................................................. 48 Add addi;onal Items to Website ........................................................................................... 48 Exit screen .............................................................................................................................. 48
EdiAng Selected Item ............................................................................................................ 49 Website Inventory Item Editor ............................................................................................... 49 Manufacturer ................................................................................................................ 49 Model ............................................................................................................................ 49 Collec;on ....................................................................................................................... 49 Categories .............................................................................................................................. 50 Expand and Contract Categories ................................................................................... 50 Assigned Categories ...................................................................................................... 50 Item Images ........................................................................................................................... 51 Assigning an Image ........................................................................................................ 51 Delete an Image ............................................................................................................. 51 Enlarge an Image ........................................................................................................... 52 Alternate Images ........................................................................................................... 52 Item Data ............................................................................................................................... 54 Item Name ..................................................................................................................... 54 Quick Overview ............................................................................................................. 54 Pricing & Status ............................................................................................................. 54 Details ............................................................................................................................ 56 Rooms ............................................................................................................................ 56 SEO ................................................................................................................................ 56 Alternate Images ........................................................................................................... 56 Wizard Info .................................................................................................................... 57 Related Items ......................................................................................................................... 57 Searching for Related Items .......................................................................................... 58 Assigning a Related Item ............................................................................................... 58 Delete Item ............................................................................................................................ 59 Naviga;on bu`ons ................................................................................................................. 59 Exit screen .............................................................................................................................. 59
Uploading to Website ............................................................................................................. 60 Upload Everything ................................................................................................................. 60 Upload Panel Images ............................................................................................................. 60 Update Recent Changes ........................................................................................................ 60
Exit Program ............................................................................................................................. 61
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Setup ConsideraAonsJust like any new business there are things that will need to be considered before using Toolkit to merchandise and manage your new website. Here are a few of the ques;ons that this manual will help answer.
1. Should actual suppliers be listed online? 2. Should real model numbers be used online? 3. What categories will be used on the web? 4. Is e-‐commerce going to be enabled for the website?
Website ConfiguraAonTo start the program, click on the Toolkit icon on your computers task bar or desktop. Setup starts with the main screen of Toolkit. The Program Se*ngs bu`on will take you to the Program Se*ngs screen where all the main se1ngs of Toolkit are found.
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Program SeFngsIn the Program Se*ngs screen there are two content tabs. The Site Iden;ty tab contains the store’s informa;on and should be filled by the user. The Creden;als tab will be updated by a Toolkit technician as the site is ready to be ac;vated.NOTE: The Secure Communica;ons checkmark should only be selected if the site has an SSL cer;ficate.
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Main Page ImagesMain Page Images are images that are shown on the homepage of the website. These images are the first thing a customer sees when naviga;ng your website, hence the importance of having dis;nc;ve graphics to a`ract a`en;on. To assign content to panels, click on the Main Page Images bu`on to open the Main Image Selec2on Editor.
Each image has its own panel, some websites layouts have more than others (from 1 to 9 panels), but the process of assigning images to a selected panel is always the the same.
IMPORTANT: Panel One is always set to Panel Type Slideshow, while Panels Two to Ten can be assigned one of the following types:
1. Single Image. Use this op;on to a`ach a single image to a panel. 2. Youtube video. Use this op;on to embed a youtube video to a panel. 3. HTML Block. Use this op;on to type in your own html code to a panel. 4. Mul;ple Image. Use this op;on to a`ach several images and create a mini-‐slider.
To start, we will be popula;ng Panel One.
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Main SliderAssigning images to Panel OneSelect Panel One from the Select Panel drop down. Panel Type is ‘Slideshow’ by default for Panel One. Click the Add Photo bu`on. The Locate Your Image Dialog Box appears, search for the desired image on your computer drive and click Open. The new image will appear and is now assigned to the main slider of the website, you can add as many images as needed.
Delete an imageIf an image is no longer needed within a panel it may be deleted. To do so select the image by single clicking on it’s name under the Current Images field and then click the Delete Selected bu`on; a Toolkit message appears to confirm the dele;on of the image. Click Yes to confirm.Once an image is deleted a new image can always be assigned.
Enlarge PhotoIf a be`er view of a main slider image is needed, simply click the Enlarge Photo Bu`on. The Picture Viewer dialog box appears with an enlarged picture of the selected image.
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Linking the Panel Image Panel images can be linked to a category page on your website or to an external URL. To do so select the image to be linked by single clicking on it’s name under the Current Images Field.
Linking to a category pageClick on the radio bu`on next to Category and click the downward arrow to select from the available op;ons on the drop down list. The image is now linked to a category.IMPORTANT: To link a main slider image to a category page, categories should already exist in Toolkit.
Linking to an external URLA main slider image may also be linked to any of the website’s pages (besides categories) or to other websites. To link an image to an external URL, click on the radio bu`on next to the Link field and
paste the URL address of the page you want to link on the field below.
The copied web address is now located in the Link Field and the image is now linked to that URL.IMPORTANT: Include the HyperText transfer protocol on the URL you are pas;ng (h`p://...).
Show link AsThe linked page can be viewed in the same browser window OR in a new browser window when the person viewing the site clicks on the panel image.
To select between these 2 op;ons, click on the downward arrow below Show Link As and select either Same Window or New Window.
It is not obligatory to link a main page image; the image can simply be a non-‐linked image.
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Main Slider Se1ngsThe Main Slider has exclusive controls for precise func;onality.
TransiAon StyleAt the moment, responsive websites exclusively use the Sta;c Transi;on Style, make sure that this op;on is selected on your se1ngs.
Image DimensionsResponsive websites require that the minimum width for the main slider images be 1170px. The height can be variable, but it is suggested that the height of all Main Slider Images for Panel One be uniform. The Values for Width, Height and slider ;ming can be modified using the appropriate fields.
Image TitleIf you wish to show a ;tle for the main slider, checkmark the Show Title checkbox; a Title field will then appear where you can write a ;tle for the Main Slider Image. The graphic style of the ;tle might need adjustment from one of our Furniture Wizard technicians.
Other PanelsSelect PanelNow that you’ve added images to Panel One, you are ready to proceed to the other panels. Depending on your website‘s configura;on, you might have up to ten panels. First, Select a Panel (other than Panel One) from the Select Panel drop down.
Select Panel TypeSelect one of the 4 Panel Types from the Panel Type drop down: Single Image, Youtube video, HTML Block or Mul;ple Image.
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Single Image Panel TypeUse this panel type to a`ach a single image to a panel.
Assign an image to a PanelClick the Assign Photo bu`on. The Locate Your Image Dialog Box appears, search for the desired image on your computer drive and click Open. The new image will appear and is now assigned to the selected panel.
Linking the Panel Image A panel image can be linked to a category page on your website or to an external URL.
Linking to a category pageClick on the radio bu`on next to category and click the downward arrow to select from the available op;ons on the drop down list. The image is now linked to a category.IMPORTANT: To link a panel image to a category page, categories should already exist on Toolkit.
Linking to an external URL.A panel image may also be linked to any of the website’s pages (besides categories) or to other websites. To link a panel image to an external URL, click on the radio bu`on next to the Link field and paste the URL address of the page you want to link on the field below.The copied web address is now located in the Link Field and the image is now linked to that URL.IMPORTANT: Include the HyperText transfer protocol on the URL you are pas;ng (h`p://...).
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Show link AsThe linked page can be viewed in the same browser window OR in a new browser window when the
person viewing the site clicks on the panel image. To select between these 2 op;ons, click on the downward arrow below Show Link As and select either Same Window or New Window.
Promo TextWrite a cap;on or ;tle for a panel by typing on the Promo Text field
Youtube video Panel TypeUse this op;on to embed a youtube video to a panel.
Assign a Youtube video to a PanelTo embed a youtube video to a panel, make sure you’ve selected the desired Panel number and Panel type is set to Youtube video.
Youtube Video CodeCopy the youtube code from the URL of the video you want to embed and paste it to this text field.
The video code is the set of characters right aCer “watch?v=” string on the url of your video.
Promo TextWrite a cap;on or ;tle for the youtube video by typing on the Promo Text field
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HTML block Panel TypeUse this op;on to type in your own html code to a panel.
Assign a HTML to a PanelTo add HTML to a panel, make sure you’ve selected the desired Panel number and Panel type is set to HTML Block.
Code fieldEnter a block of properly forma`ed HTML code into the code field. Be careful when using this op;on -‐ incorrectly forma`ed HTML can cause your site to display incorrectly
MulAple Image / Slider Panel TypeUse this op;on to a`ach several images and create a mini-‐slider. Func;onality for this panel type is similar to Panel One.
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Assigning images to a PanelTo add mul;ple images to a panel, make sure you’ve selected the desired Panel number and Panel type is set to Mul;ple Image.
Click the Add Photo bu`on. The Locate Your Image Dialog Box appears, search for the desired image on your computer drive and click Open. The new image will appear and is now assigned to the selected panel, you can add as many images as needed.
Delete an imageIf an image is no longer needed within a panel it may be deleted. To do so select the image by single clicking on it’s name under the Current Images field and then click the Delete Selected bu`on; a Toolkit message appears to confirm the dele;on of the image. Click Yes to confirm. Once an image is deleted a new image can always be assigned.
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Enlarge an ImageIf a be`er view of a main slider image is needed, simply click the Enlarge Photo Bu`on. The Picture Viewer dialog box appears with an enlarged picture of the selected image.Linking the Panel Image Panel images can be linked to a category page on your website or to an external URL. To do so select the image to be linked by single clicking on it’s name under the Current Images Field.
Linking the Panel Image A panel image can be linked to a category page on your website or to an external URL.
Linking to a category pageClick on the radio bu`on next to Category and click the downward arrow to select from the available op;ons on the drop down list. The image is now linked to a category.IMPORTANT: To link a mul;ple image slider image to a category page, categories should already exist on Toolkit.
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Linking to an external URLA mul;ple image slider image may also be linked to any of the website’s pages (besides categories) or to other websites. To link an image to an external URL, click on the radio bu`on next to the Link field and
paste the URL address of the page you want to link on the field below.The copied web address is now located in the Link Field and the image is now linked to that URL.IMPORTANT: Include the HyperText transfer protocol on the URL you are pas;ng (h`p://...).
Show link AsThe linked page can be viewed in the same browser window OR in a new browser window when the person viewing the site clicks on the panel image.To select between these 2 op;ons, click on the downward arrow below Show Link As and select either Same Window or New Window.It is not obligatory to link a main page image; the image can simply be a non-‐linked image.
Promo TextWrite a cap;on or ;tle for the mul;ple image panel by typing on the Promo Text field
Exit screenThe Main Image Selec2on Editor screen may now be closed. Simply click the Exit bu`on and all changes made will automa;cally be saved. Once all panels are updated with the desired images and linked to the desired categories or web pages, you may upload to see the changes reflected on the website.
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Item PreferencesThe Website Se*ngs screen controls how web inventory items will be forma`ed and how stock will be managed. To edit Item Preferences, click on the Item Preferences bu`on on the Program Se*ngs screen to open the Website Se*ngs screen.
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Item Name SeFngsBuilding the item nameUnder Field Op;ons, there are several op;ons from which you can build the Item Name for your inventory items on the website.
The website’s item’s names can be vague by only showing the item’s descrip;on and/or model number, or the item name can get very detailed by showing the model, size, cover/finish, dimensions, and collec;on, etc. The item’s name configura;on is of key importance to a`ract poten;al customers to your website.
To select which op;ons will be used to build the Item Name, click on the appropriate name under the Field Op;ons text Field and click on the right poin;ng arrow to add the op;on to the Selected Fields area. To remove the item, select it and click the leC poin;ng arrow. You can add as many op;ons as you wish.
To control the order in which the selected op;ons appear, select an op;on and click the downward arrow or upward arrow accordingly.
IMPORTANT: By using the Inventory Item Editor you also have the op;on to rewrite or edit the Item Name on an item by item basis. Go to Inventory Item Editor sec;on.
Use Item Name instead of ModelAlong with the descrip;on, instead of showing the item’s model number online the item’s SKU number may appear. The item number or SKU is the number related to the item in Furniture Wizard. This comes handy when you do not want customers to see the actual vendor’s model on the item when they visit your website. To select this op;on, below Field Op;ons click the checkbox that states Use Item Number instead of Model.
Update Item Name when changing ModelTo update the Item Name when the model number is changed simply click the checkbox besides the Update Short Descrip;on when changing Model.
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Item BehaviorDefault Price TextYou can replace the price of an item with a text message like “Call for price”. To create a default message, double click on the Default Price Text field. The Pick List Editor Pop-‐up will appear. Write the message you wish to show instead of the price -‐ you can add as many messages as you wish-‐ and select the one you want as default. Close the Pop-‐up window.Your default Price Text Message will now appear instead of the item’s price on all the items.
IMPORTANT: Price Text will always override price If selected for an item. I you wish to do this on just some of your items, you can leave the Default Price Text field blank. Go to Inventory Item Editor sec;on to read more.
Default Fall-‐Back VendorWhen adding an item to Toolkit there might be a possibility that there is no vendor assigned to the item. If a supplier is missing a fallback vendor may be selected to automa;cally fill for a missing supplier. To set this, select a default supplier under the Default Fall-‐back Vendor Field.
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QuanAAes (Stock management)Stock management is extensively implemented on our websites and most of the configura;on is done by our technicians. Nevertheless, Toolkit offers various controls for displaying stock according to your needs. By default, In-‐Stock items are labeled as In-‐stock while Out-‐of-‐Stock items are labeled as Out-‐of-‐Stock and can not be added to a e-‐commerce cart.
Show Quan;tyCheck the Show quan;ty for all items checkbox to show the quan;ty (number) for In-‐Stock items.
BranchTo affect the stock configura;on on a par;cular branch, click on the downward bu`on of the Branch field to display your available branches. Select the desired one from the drop down.IMPORTANT: By selec;ng a branch, the upload of Packages is automa;cally disabled. Leave the field blank if you are uploading Packages as part of your website inventory.
Stock BufferThe Stock Buffer allows you to add any quan;ty to your exis;ng inventory, this func;on makes it easy to display Out-‐of-‐Stock items on your website as if they were In-‐Stock. To add a number just place the cursor over the text field below Stock Buffer and type in a number.
Hide Out-‐of-‐Stock itemsChecking the Hide Out-‐of-‐Stock items checkbox, hides your Out-‐of-‐Stock items from your website.
Allow Out-‐of-‐Stock items to be added to cartChecking the Allow Out-‐of-‐Stock items to be added to cart checkbox, displays your Out-‐of-‐Stock items and enables them to be added to an e-‐commerce cart.
Exit screenTo exit Website Se*ngs simply click the Exit bu`on or use the keyboard shortcut ALT +X and all changes will be automa;cally saved.
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Custom Stock MessageToolkit allows you to create a Custom Stock Message for Out-‐of-‐ Stock items. This is very useful in cases where you want to offer the ability to add an Out-‐of-‐Stock item to the cart, and show an Es;mate Time of Arrival message to the buyer of that item.
The ETA message can be added to Out-‐of-‐Stock items in bulk by Manufacturer, or on an item per item basis. (see page x for this feature)
Create ETA message by manufacturerTo create an ETA message by manufacturer, open the Furniture Wizard applica;on by clicking on the Wizard’s Hat icon located in your computer’s desktop, start menu or by searching for the applica;on.
Click on the second tab of the main menu named Addi;onal Features.From the list of op;ons click Suppliers.The Suppliers screen will appear.
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Suppliers ScreenOn the Suppliers screen, Select a supplier from the Supplier List to which you want to add an ETA message.
At the bo`om of the Supplier screen double click on the E.T.A. No;ce for Website field.
The frmLookup list screen Pop-‐up will appear. Create as many ETA messages as needed and close the pop-‐up screen.
Using the drop down arrow on the E.T.A. No;ce for Website field, select the desired ETA message for the selected manufacturer.
You have now assigned an ETA message for that manufacturer’s Out-‐of-‐Stock items.
Repeat these steps to add ETA messages for other vendors on your Supplier List.
Exit screenOnce all changes are complete, click the Exit bu`on on all the Furniture Wizard screens. All changes made will automa;cally be saved.
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Category ManagementTo manage the website’s categories, click on the Category Management bu`on on the Program Se*ngs screen to open the Web Category Manager screen. In the Web Category Manager screen, categories may be added, renamed, deleted, or merged.
The Category TreeWhen considering categories for the website, it is best to plan ahead and sketch how your Category Tree will branch out. Think of the Category Tree as the founda;on of your website. We recommend having eight to ten Main Categories. That will make them fit easily on the naviga;on bar of your website; categories should be somewhat descrip;ve of its Subcategories such as, bedroom, dining room, etc.
You can create up to 3 levels of naviga;on on your Category Tree. Depending on the hierarchy level in which the category resides we will refer to these categories as follows:
Level1: Main CategoryLevel 2: SubcategoryLevel 3: Type
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Web Category ManagerExpand AllExpands the Category Tree to show Main Categories, Subcategories and Types.
Collapse AllCollapses the Category Tree to show only Main Categories: the first level of the Category Tree.
Uncheck AllRemoves checkmarks from all the Category Tree’s checkboxes.
NOTE: When a category has a node with a minus sign to the leC of it, it means it is a Parent Category which is expanded and the Subcategories or Types it contains -‐children-‐ are plainly visible. If it has a plus sign, this means it is a Parent Category that is collapsed and its children are not visible.
Parent and Children CategoriesA Parent Category is one from which addi;onal Categories are derived on a lower hierarchical level on the naviga;on tree. These derived categories we call children.
In other words, when a Main Category has Subcategories assigned to it, the Main Category becomes the parent and the Subcategories become the children.When a Subcategory has Types assigned to it, the Subcategory becomes the parent and the Types become the children.
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Add New CategoryAdd a New Main CategoryTo add a new Main Category make sure the Category Tree is collapsed and nothing is selected.
Click the Add New Category bu`on. The New Category Name dialog box appears. Simply type in the name of the desired Main Category and click OK. The new Main Category will be added to the Category Tree. Add a New Subcategory or Type Single click to select the Parent Category under which the Subcategory or Type will be created (ensuring the le`ers that spell the category name become white with a blue background, this means that the category is selected).
The parent is the category under which your new Subcategory or Type will be created; in other words, a Subcategory’s parent is a Main Category while a Type’s parent is a Subcategory.
Once the Parent Category is selected, click the Add New Category bu`on to create a Subcategory or Type under the selected Category. The New Category Name dialog box appears.
Simply type in the name of the desired Subcategory or Type and click OK. The new Subcategory or Type will be added to the Category Tree.
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Renaming CategoriesTo rename a category, double click on the category that you want to rename (ensuring the le`ers that spell the category name become white with a blue background, enclosed on a black rectangle, this means that the category is selected and ready to be edited) Once the category is selected, type in the new category name over the selected category name and click enter on your keyboard once finished. The category has now been renamed.
Rearrange CategoriesYou can change the posi;on of a category on the Category Tree by rearranging it.To do so, first decide which category you want to rearrange, then Click and Drag the category, and drop it over the Parent Category of where you want the category to reside.Your category should now appear as a child of the Parent Category you dropped it under.IMPORTANT: A Subcategory or Type can’t be reassigned as a Main Category. For this you will need to create a new category using the Add New Category bu`on.
Delete Checked CategoriesTo delete a category, single click on the checkbox to the leC of the category or categories that should be deleted. Click the Delete Checked Categories bu`on. A dialog box will pop-‐up asking you if you are sure you want to delete the category. IMPORTANT: Dele;ng categories cannot be undone.
Click Yes to delete the category. The category will be deleted.
IMPORTANT: If the category that is being deleted has children, these categories will be deleted too. If there are items a`ached to the category, these item’s will no longer be linked to the deleted category and will need to be reassigned to a new category.
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Merge Checked CategoriesMul;ple categories can be merged into a single category. All items assigned to the selected categories will be reassigned to the merged category.
To merge categories, single click on the checkboxes to the leC of the categories that you want to merge. Click the Merge Checked Categories bu`on. A dialog box will pop-‐up asking you if you are sure you want to merge the selected categories. Click Yes to merge the categories.IMPORTANT: Merging categories cannot be undone.The Select Des2na2on Category dialog box will pop-‐up. Using the drop down arrow on the Select New Category field, select the category into which you want to merge the selected categories. IMPORTANT: If Merge Into New Category is selected, the resul;ng merged category will be created as a Main Category.
Click Ok to accept or Cancel.The Categories have now been merged into your selected category.
IMPORTANT: If the category that is being merged has children categories, these will be deleted when merged.
Exit screenOnce all changes are complete, click the Exit bu`on in the Web Category Manager screen and all changes will automa;cally be saved.
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Supplier ManagementWebsite suppliers are pulled directly from Furniture Wizard. All suppliers in Furniture Wizard may be used in Toolkit, or suppliers for the website may be customized. An example of customizing suppliers would be using the business’s name instead of the manufacturer’s name. Website suppliers are assigned through the Web Suppliers Management screen.
To open the Web Suppliers Management screen, click on the Supplier Management bu`on on the Program Se*ngs screen to open the Web Suppliers Management screen.
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Furniture Wizard SuppliersTo use suppliers that are in Furniture Wizard on the website with its selected inventory items, single click on the supplier’s name under the Furniture Wizard Suppliers field.
Click the Use Supplier on Website bu`on.
ACer clicking the Use Supplier on Website bu`on, the supplier’s name moves to the right under the Website Suppliers field. The supplier’s items on the website will now be associated with the supplier’s name.
Adding a New Website SupplierTo add a new supplier on the Web Suppliers Management screen screen, simply click the New bu`on under the Website Suppliers field.
The New Supplier dialog box appears when the New bu`on is clicked, type the name of the desired new supplier in the field box and click OK.
Once OK is clicked, the customized supplier is added. When there is more than one supplier added to Toolkit each item added to the website can have whichever supplier assigned to the item. The item’s supplier assigned to the item may not necessarily have the same supplier as it has in Furniture Wizard.
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Renaming a New Website SupplierTo rename a website supplier, under the Website Suppliers field single click to select the name of the supplier that needs renaming (ensuring the Supplier name becomes white with a grey background).
Click the Rename bu`on.A dialog box appears confirming that you want to rename the Supplier, click Yes.
The Rename Supplier dialog box appears. Write in the new name for the Supplier and Click OK.
A dialog box appears confirming that the Renaming is Complete, click OK to go back to the Web Suppliers Management screen. The renamed Supplier appears under the Website Suppliers list.
Dele;ng/Merging a Website SupplierTo Delete/Merge website Suppliers, simply select the supplier to be deleted/merged then click the Delete/Merge Bu`on.A dialog box appears confirming that the Supplier has been deleted, click OK.
Exit screenOnce all changes are complete, click the Exit bu`on in the Web Suppliers Management screen and all changes made will automa;cally be saved.
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Room EditorIMPORTANT: Since Toolkit version 1.53, the Room Editor feature has been deprecated to the new Category Management tool. Since now it is possible to have an item assigned to several categories at a ;me, the ‘Shop by Room’ feature is now replaced by this feature. You can assign the ‘Room’ func;onality to a Main Category and have items be assigned to the ‘Rooms’ category as well as to other categories on your naviga;on tree.
Never the less, you can s;ll use the Room Editor if you are running an older website. The room editor allows items to be assigned a room no ma`er what category the item is located in. For example, if a customer is looking at the living room, a sofa, occasional table, lamps, and rugs could all appear on the screen. This allows a customer to see all possibili;es to go along with the one sofa. To add rooms it is all done through the Main Image Selec2on Editor. For instruc;ons on using this feature, please refer to our previous iFurniture User’s Manual. You may also ask one of our associates for a copy of the document.
TroubleshooAngThis sec;on has special func;ons that should only be used with direc;ons from a Furniture Wizard technician.
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Saving Changes in the Program SeFngs screenTo save all changes done within the Program Se*ngs screen click, the Exit bu`on.
Exit screenTo close the Website Se*ngs Screen, click the Exit bu`on.
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Select Wizard ItemsTo select items from Furniture Wizard to add to your website, open the Toolkit Program and click on Select Wizard Items bu`on. The Select Items from Wizard screen appears.
Select Wizard Items screen features Using the Select Items from Wizard screen’s extensive search and filtering controls, allows the user to search, filter, sort and select items from Furniture Wizard’s data into a manageable group of items that can be quick edited and added to the website inventory list where they’ll be ready for uploading to your website.
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Furniture Wizard Item SearchSearching Items by Main A`ributesTo simplify searching, inventory items can be searched and filtered by Category, Subcategory, Type, Model, Cover/Finish, Dimensions, Collec;on and/or Item Number. The more informa;on that is selected in the search query fields, the be`er and more specific the search results; each selec;on works as a filter on top of the previous one.
Searching by Minimum Cost and/or Minimum RetailIf only certain price ranges should be shown on a website through Toolkit, it is easily done through the Min Cost field as well as the Min Retail field. When a minimum cost and/or retail are selected Toolkit will pull inventory items from Furniture Wizard that are above the stated prices. This again, narrows the search results.
Searching by Quan;tyOnce all known search fields are filled in, the Select Items from Wizard screen allows for quan;ty to be taken into considera;on when adding inventory items to Toolkit.
Include QuanAty in SearchIf Toolkit should only show what is in stock, available, or on order; the Include Quan;ty in Search fields should be filled in first. Choose whether there should be At Least, No More Than, or Exactly the quan;ty of the searched inventory item using the drop down arrow from the Include Quan;ty in Search field.It is not necessary to fill out all or any of the fields.
QuanAty Add quan;ty to the field.
StatusThe status of an inventory item can be In Stock, Available, or On Order. Again, the Status field can be leC blank, it is not necessary to fill in all the other fields. However, the more precise the search the be`er results of finding the correct inventory items.
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LocaAonIf there is more than one Branch in Furniture Wizard, the loca;on of the inventory item can be taken into considera;on by selec;ng the branch that the inventory items should be shown from.
Searching by Date & StatusYou can also group items in rela;on to their Discon;nued Status, Date Added, Vendor Drop and Vendor Update.
DisconAnued StatusTo display items according to their Discon;nued status, select Current, Discon;nued or Ignore by clicking on the drop down arrow on the Discon;nued Status field.
Date AddedGroup items according date added. To select a date click on the calendar icon under the From field, a calendar will appear. Select the From date and click Ok. Follow the same process to select the To date.
Vendor DropGroup items according to vendor dropped. To select a date click on the calendar icon under the From field, a calendar will appear. Select the From date and click Ok. Follow the same process to select the To date.
Vendor UpdateGroup items according to vendor update. To select a date click on the calendar icon under the From field, a calendar will appear. Select the From date and click Ok. Follow the same process to select the To date.
Dropship CapabilityGroup items according to dropship capability (this feature is in development).
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Custom FieldsThis sec;on has special func;ons that should only be used with direc;ons from the Furniture Wizard Team.
Sort byThe Sort by field allows you to sort the items list. To sort, click on the downward arrow on the Sort by field. Select one of the displayed op;ons.
Select if you want to sort the item results list in an ascending -‐ Asc -‐ or descending order -‐ Desc -‐by clicking on the appropriate radio bu`on. See how your selec;on takes effect on how the list is displayed.
Display Op;onsShow AllClick on the Show All radio bu`on to display all the inventory items resulted from a Furniture Wizard Item search.
Show on Web OnlyClick on the Show on Web Only radio bu`on to display only items that are on the web.
Show not on WebClick on the Show not on Web radio bu`on to display items that are not on the web. If adding items to a website, it is best to select Show Not on Web op;on, that way only items that have not been added to the website get listed.
Picture Op;ons Show AllPicture Op;ons can Show All items, meaning that it will show all of the inventory items regardless if they have assigned pictures or not.
Assigned PicturesPicture Op;ons can also show inventory items with assigned pictures or inventory items with missing pictures.
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Furniture Wizard Item Search ResultsNo;ce the blue numbers on the top center part of the screen. This is where search results are displayed. Search results vary depending on filtering done through Furniture Wizard Item Search, Display Op;ons, Picture Op;ons, Cost, Quan;ty and or Dates & Status.
Items ListedDisplays general results based on the search query.
Items CheckedDisplays how many item’s are checked from the item’s list.
Items on WebDisplays the number of website items based on the search query
Image Quick EditA quick edit tool for assigning, dele;ng and adding alternate images is also included.
Assign an image to an itemInventory items with missing images can be quickly assigned one or images can be replaced. Images added or replaced in Toolkit will NOT affect Furniture Wizard. To assign an image to an inventory item, select the item by clicking anywhere on the item’s row on the items list. This will highlight the item’s row with a blue background. Next, click Assign Image and locate your image within files on your computer.
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Click Open to assign the selected image to the inventory item. The Picture for the selected item should now appear on the Select Items from Wizard screen.
Delete an item’s imageTo delete an image from an inventory item, select the item by clicking anywhere on the item’s row on the items list. This will highlight the item’s row with a blue background. Click the Delete Image bu`on. The image is automa;cally deleted.
Enlarge ImageSome images of an inventory item may be difficult to see in the image box, if this is the case simply click the Enlarge Image bu`on for a be`er view of the image.
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Alternate ImagesCertain inventory items may have other images associated with it. To assign alternate images to an inventory item, select the image by clicking on the item’s row on the item list. This will highlight the item’s row with a blue background.
Click the Alternate Images bu`on. Once clicked, the Alternate Image Selector screen appears. In this screen, alternate images can be viewed, added, changed and deleted.
Adding Alternate ImagesTo add an alternate image to the selected inventory item, in the Alternate Image Selector screen click the Add Photo bu`on. Locate your alternate image within the files on your computer. Click Open to add the alternate image. An instance of the image will now appear on the Alternate Image selector screen as well as the name of the image under the Current Images text field. To add more alternate images, follow the above process again.
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DeleAng Alternate ImagesTo delete an alternate image, click on the name of the alternate image you want to delete under the Current Images text field. Click the Delete Selected bu`on. A dialog box will appear to confirm dele;on. Click Yes to proceed with dele;on or No to cancel.
Enlarging Alternate ImagesTo see a magnified copy of a selected alternate image, click on the Enlarge Photo bu`on and the Picture Viewer screen will appear with an instance of the image enlarged.
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Select Items to Add to WebsiteOnce searching has been concluded, the resul;ng items that are to be added to the website from Furniture Wizard need to be selected first. To select inventory items, simply click on the check box beside the item under the Checked Column.
Check AllYou can also select mul;ple items from the list by checking the appropriate checkboxes or all of the items on the list by clicking on the Check All bu`on.
Uncheck AllTo uncheck all checked items, click on the UnCheck All bu`on.
Invert CheckedYou can also invert your selec;on of checked and unchecked items by clicking on the Invert Checked bu`on.
Show CheckedIf you just want the list to show checked items and hide the rest, you can click on the Show Checked bu`on to achieve this.
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Adding Inventory Items to the WebsiteOnce inventory items are selected, they can be added to the website. Make sure the check box is selected besides the item(s) that you are adding to the website.
Add to SiteTo add items to the website, click the Add to Site bu`on.
The Add to Web Inventory dialog box will pop-‐up to confirm the ac;on, click Yes.
The Records have been Copied dialog box appears confirming that you’ve added item’s to the web inventory, click Ok to close the box.
IMPORTANT: When adding an item to the website inventory, if the item’s Furniture Wizard Categories match those on Toolkit, the Categories will be matched automa;cally and the item will be assigned to the correct category on the Toolkit Category Tree. This func;onality works on all 3 levels of the Category Tree while adding mul;ple items.
If an item added has a Subcategory or Type mismatch, the item will be assigned to the nearest matching Parent Category.
If the item you are adding to the website inventory has no matching categories, a dialog box will appear aler;ng that the item has no matching categories and needs to be reassigned to a category using the Website Items Editor in order for the item to appear on the website. Click Ok to exit.
The item’s are now visible on the Edit Website Items screen.
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Remove from SiteTo remove items from the website, select the items you want to unpublish by clicking on the appropriate checkboxes and then clicking the Remove from Site bu`on. The items selected are now unpublished from the website, but can be added back in the future if needed.
View Web DataClicking on the View Web Data bu`on brings up the Edit Website Items form. This screen allows edi;ng of individual and groups of items.
Website AddressThe Website Address screen shows you which website you are edi;ng. If you are managing several websites with Toolkit, it is useful to check the field displaying the website address to make sure you are edi;ng the correct one.
Exit formTo close the Select items From Wizard screen, click on the Exit bu`on.
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Edit Website ItemsThere are two ways to open the Edit Web Site Items screen: On Toolkit’s Main Menu, click the Edit Items for Website bu`on. If there is more than one website, a dialog box will open asking which website is being edited. Be sure to select the correct website.
The second way is through the Select Items from Wizard screen we looked at previously, click the View Web Data button to open the Edit Web Site Items screen. Be sure the correct website is selected.
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Edit Website Items screen featuresThe Edit Website Items screen allows for easy management of web inventory data. It displays and allows edi;ng of item informa;on before and aCer the web inventory is uploaded to the website.
Searching through the Web Inventory Search fieldThe Search field provides a simpler way to search for a par;cular item that needs edi;ng. It allows searches by Model, Category, Subcategory, Dimensions, Descrip;on, etc. To search, type in the desired search query on the Search field and click enter on your computer keyboard. The search results will appear in the edit item lis;ng at the bo`om of the screen.More than one item may appear as part of the search results if the search criteria matches other inventory items. The idea for the edit item lis;ng is to find and group a set of items for further edi;ng.
Search by Supplier or CategoryTo make the search results more accurate, it is also possible to search by Supplier and Category. To do this, select the Supplier name by clicking on the downward poin;ng arrow from the Supplier field, then select the category and subcategory if necessary. To select a category simply click the small box beside the Category name, this will automa;cally select all of the sub-‐categories. If it is necessary for a specific Subcategory to
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be searched, click the plus box beside the Main Category; this will show all Subcategories related to the Main Category.
Clear SearchTo clear out a previous search, click on the Clear Search bu`on below the Category field.
Display Op;onsIt is possible to filter item search results by items that are missing a categories, pictures or vendors by selec;ng the appropriate radio bu`on on the Display Op;ons controls. However, only one radio bu`on can be selected at a ;me.IMPORTANT: if the Search field and/or the category selector above Display Op;ons are s;ll in use, Toolkit will display results combining search queries with Display Op;ons.
Show All RecordsWhen selected, All the web inventory Items are displayed.
Missing VendorDisplays items with missing vendors.
Missing PictureDisplays items with missing pictures
ErrorsWhen selected, only items with missing vendors, pictures and/or categories will get displayed.
Ready for the WebWhen selected, only Items with assigned vendors, pictures and categories get displayed.
Missing CategoriesDisplays items with missing categories
SpecialThis op;on is deprecated for current systems.
Sort byThe Sort by field allows you to sort the search results items list. To sort, click on the downward arrow on the Sort by field. Select one of the displayed op;ons. Select if you want to sort the item results list in an ascending -‐ Asc -‐ or descending order -‐ Desc -‐ by clicking on the appropriate radio bu`on.
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Web Inventory Search ResultsNo;ce the blue numbers below the Display Op;ons sec;on. This is where website search results are
displayed.
Web Site Count Displays the total number of items currently assigned to the website.
Displayed CountDisplays the total number of items currently displayed on the resul;ng item list, results vary according to category selec;on and Display Op;ons.
Error CountDisplays the total number of website items with detected errors.
IMPORTANT: by hovering the mouse over the error counter, a pop-‐up Breakdown of errors no;fica;on will appear with specific numbers of item errors according to vendors, categories and pictures.
Preview ScreenThis sec;on of the Edit Web Site Items screen displays a quick preview of a selected item. The Preview includes the item’s image, Title, Quick Overview, Details and Price. Also, the SKU number is displayed as well as any addi;onal images related to the item. This makes for a great quick way to look at an item’s main content and decide if it needs further edi;ng.
Edit a Selected ItemOnce a group of items has been added to the edit item list, clicking on the Edit Selected Item bu`on will bring up the Website Inventory Item Editor screen.
Add addiAonal Items to WebsiteYou can also go back to the Select Items from Wizard screen by clicking on the Wizard Data bu`on.
Exit screen Or you can exit the Edit Website Items screen by clicking on the Exit bu`on.
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EdiAng Selected Item
Website Inventory Item EditorIn the Website Inventory Item Editor screen, the item’s data fields may be modified, added, or deleted. Use the Website Inventory Item Editor to correct an item’s missing categories, pictures, vendors, etc. or to fine-‐tune an item’s data for website display and retail use. The more you add detailed and complete informa;on to an item’s record, the be`er the item is going to rank on the website -‐ an probably on search engine rankings too-‐ and produce posi;ve results for your store.We recommend you add and associate as much descrip;ve informa;on for your items star;ng on your Furniture Wizard SoCware Applica;on.
ManufacturerThis field is Read Only -‐can not be modified-‐ and displays the manufacturer currently assigned to the item.
ModelThis field displays the manufacturer’s Model number or whatever data was defined as Model for the item on the Furniture Wizard SoCware Applica;on. It can be edited by typing directly into the Model field to display something else. If modified, the new model number will appear on the Addi;onal Informa;on table, on the website’s item page.
Collec;onThis field is Read Only -‐can not be modified-‐ and displays the name of the Collec;on to which the item is currently assigned to.
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CategoriesOn the Website Inventory Item Editor, categories are displayed on a column to the leC side of the screen. The Category Tree may be displayed in an expanded or contracted form.
Expand and Contract CategoriesTo expand, click on the plus sign on the node to the leC of the category name. This will show all the Subcategories or Types under that category. To contract, click on the minus sign on the node to the leC of the category name, this will hide all the Subcategories and Types under that category.
Assigned CategoriesIf the item’s Furniture Wizard categories matched those on Toolkit’s when it was added to Edit Website Items screen , the categories get matched automa;cally and the item is assigned to the corresponding category on Toolkit’s Category Tree. A checkmark marks the category under which the item is assigned to.
IMPORTANT: If the item has a Subcategory or Type mismatch, the item will be assigned to the nearest matching Parent Category.If the item added had no matching categories, it will be flagged as having an error and needs to be assigned a category from Toolkit’s Category Tree in order to appear on the website.
Changing an assigned CategoryTo change the assigned category for an item, simply uncheck the current Category checkbox and click on the desired Category checkbox. When assigning to a Subcategory or Type, the Parent Category does not need to be checked.
MulAple Category assignmentAn item can be assigned to more than one category. To do so, simply click on the appropriate checkbox of the addi;onal category you want the item to appear under. There is no limit on how many categories and item can be assigned to.
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Item ImagesOn the right side of the Website Inventory Item Editor screen, a picture of the item being edited is displayed along with the item number or SKU. If a picture has not been assigned to the item, the area will appear blank.On the Website Inventory Item Editor screen it is easy to assign new images, delete an image, select alternate images, or enlarge an image.
Assigning an ImageEven if the selected inventory item already has an image assigned to it, it is simple to assign a new image. However, if the image is replaced in Toolkit through the Website Inventory Item Editor screen, the image will NOT be replaced in Furniture Wizard. To replace the image in the Website Inventory Item Editor screen, click on the Assign Image bu`on and search for the desired image on your computer drive and click Open. The new item will appear. The new image will be the image that appears on the website for that item. Delete an ImageTo delete an image on the Website Inventory Item Editor screen, click the Delete Image bu`on. Toolkit will ask to confirm this ac;on. Click Yes to confirm or No to cancel. Once confirmed the image will be deleted.
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Enlarge an ImageTo get a better view of the assigned image for an item in the Website Inventory Item Editor screen, simply click the Enlarge Image button to bring up the Picture Viewer. The Picture Viewer will show an enlarged view of the assigned image.
Alternate ImagesCertain web inventory items may have other images associated with it. To assign alternate images to a web inventory item, click the Alternate Images bu`on. Once clicked, the Alternate Image Selector screen appears. In this form, alternate images can be viewed, added, changed and deleted.
Adding Alternate ImagesTo add an alternate image to the selected inventory item, in the Alternate Image Selector screen click the Add Photo bu`on. Locate your alternate image within the files on your computer. Click Open to add the alternate image. An instance of the image will now appear on the Alternate Image selector screen as well as the name of the image under the Current Images text field. If adding more alternate images, follow the above process.
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DeleAng Alternate ImagesTo delete an alternate image, click on the name of the alternate image you want to delete under the Current Images text field. Click the Delete Selected bu`on. A dialog box will appear to confirm dele;on. Click Yes to proceed with dele;on or No to cancel.
Enlarging Alternate ImagesTo see a magnified copy of a selected alternate image, click on the Enlarge Photo bu`on and the Picture Viewer screen will appear with an instance of the image enlarged.
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Item DataItem NameThe Item name is the key descrip;ve piece of informa;on for your inventory items on the online world. The Item name originates in Furniture Wizard’s Item Descrip;on field.
Item Name BuilderThe most common configura;on for the Item name is a concatena;on of Model, Category, Dimensions and Cover/Finish. This
configura;on can be changed by going to Item Preferences, and selec;ng from the field op;ons available under the Item Name Se1ngs tab. For more informa;on please refer to page 19 of this manual.
Unique Item NamesOn the Website Inventory Item Editor screen you also have the op;on to rewrite or edit the Item Name by typing over the data on the text field under the Item Name tab.
SEOThe Item’s name is used to populate the item’s page ;tle, meta-‐keywords and url on the website, these SEO fields can be overwri`en using Toolkit’s SEO capabili;es.
Quick OverviewEnter a long descrip;on for the selected web inventory item. A long descrip;on, like the short descrip;on, can be typed in the white box under the Quick Overview tab.
By default, data from the item’s Vendor’s Long Descrip;on field in Furniture Wizard is appended to the Quick Overview field on Toolkit.
Pricing & StatusPriceThe price of the selected inventory item will automa;cally fill the Price field from the original Furniture Wizard data. However, to edit the price simply type in the new price and the forma1ng will be updated by Toolkit.
Price TextYou can create a string of text, or several, to replace the item’s price. For example: “please call for price”.
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Price Text appears on the website where the regular price should appear. If selected, Price Text will override the price.
To create price text, double click on the Price Text field, The Pick List Editor will appear. Type in as many messages as needed and click Exit to close the editor when finished. Now use the downward poin;ng
arrow to select from the drop down list the appropriate message for the item.
All the Price Text messages added to the Pick List Editor will be available to add to any other item and are reusable. A Price Text message can also be selected as an item default on the Item Preferences form.
MSRPMSRP is a feature that can be enabled directly from Toolkit. By adding a quan;ty amount to the field for Regular Price, an MSRP price will be shown besides Price on the website. MSRP is usually displayed in a smaller size font and crossed off in contrast to Price, indica;ng MSRP as being the original marked-‐up price of the item. IMPORTANT: In order to take advantage of Regular Price, it needs to be applied to every web inventory item and enabled by a Furniture Wizard technician.
ETA NoAceYou can create an ETA no;ce for Out-‐of-‐Stock items on an item by item basis. To do so, type in the desired message on the text field under ETA No;ce or select a previous no;ce -‐if available-‐ by clicking on the downward arrow on the field and selec;ng a no;ce from the the drop down menu.
If you’ve previously created a Custom Stock Message for that item’s vendor, the field will appear blank but the message will s;ll be shown on the website. You can also select a different message for the item.To create a Custom Stock Message by vendor, please refer to page 22 of this manual.IMPORTANT: The ETA no;ce for Out-‐of-‐Stock items ONLY appears when items are Out-‐of-‐Stock, otherwise an In-‐Stock message will appear.
Lock from Unpublishing or DeleAonClick on the Lock from Unpublishing or Dele;on checkbox if you want to prevent the item from ever being unpublished or deleted.
Featured ItemThis feature will soon be available.
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Show QtyYou can show stock quan;ty on an item by item basis. To do so, click on the Show Qty checkbox to show stock quan;ty for that specific item.
DetailsFrom the Website Inventory Item Editor screen, you can enter a short paragraph descrip;on on the Details field for the selected web inventory item. Add details informa;on for the item by typing in the white box under the Details tab.
By default, data from the Item Features field on Furniture Wizard is appended to the Details field on Toolkit.
SEOBy default, Details data is used to populate the item’s meta-‐descrip;on field on the website, these SEO fields can be overwri`en using Toolkit’s SEO capabili;es.
RoomsThe Rooms feature has been deprecated in favor of items being assignable to mul;ple categories on the current version of Web Wizard Toolkit.
SEOBy default, SEO meta data is automa;cally assigned from the Item’s Name field to the Page Title, meta-‐keywords and URL, and from the Details field to the meta-‐descrip;on.
You can overwrite the default se1ngs by typing on the appropriate fields under the SEO tag.
For general ques;ons about website SEO se1ngs, including
Google Analy;cs and other type of scripts, please contact to one of our Furniture Wizard technicians.
Alternate ImagesThumbnails for the item’s alternate images are shown under the Alternate Images Tab.
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Wizard InfoThe Wizard Info tab shows Addi;onal Item Informa;on that is being transferred from Furniture Wizard directly to the website. The fields for Wizard Info are Read Only and can not be modified.
The displayed informa;on includes: Model, Manufacturer, Cover/Finish, Collec;on, Style, Color, Size, UPC, Dimensions and Weight. Some of these fields might be empty but are nevertheless important, since
the informa;on will appear on the website’s item page on the Addi;onal Informa;on table.
Some of these item a`ributes are required for e-‐commerce websites. ie: weight, etc.
DropshipThis feature will soon be available.
Related ItemsLet’s say we are adding related items to a sofa. These items could be a loveseat, a chair, an accent table, lamps, or other items from the same collec;on or Style. Related items are items that relate in a certain way to the selected item. The ‘rela;on’ criteria its up to the user to define.
Related items are assigned from other web inventory items and are displayed on the website’s item page. To open the Related Items Manager screen, click on the Related Items bu`on. The Related Items Manager screen appears.
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Searching for Related Items Use the different search fields under Furniture Wizard Item Search on the Related Items Manager to filter through the Web Inventory Items Search Results. You can use one or several search fields at a ;me. Search fields include Supplier, Category, SubCategory, Model, Cover/Finish, Dimensions, Collec;on, and Item Number. Remember, the search fields filter through the Web Inventory Item List, so the results will display filtered informa;on from that source. The Related Items Manager will display the item that is being assigned related items in the upper right corner of the form.
Picture OpAonsYou can check if the items you are rela;ng have pictures by clicking on the appropriate radio bu`on under Picture Op;ons. Click the Missing Pictures radio bu`on to show items with no assigned images or click Show All to show all items regardless if they have images or not. Click the Assigned Pictures radio bu`on to only show items with assigned images on the search results.
By single clicking on a record on the searched results, the picture assigned to that item will appear on the right side of the Related Items Manager.
SorAng Search ResultsYou can also sort through the search results by using different sort methods. Search results can be sorted by Supplier Name, Category, Size, Descrip;on, Cover/Finish, Retail Price, Quan;ty in Stock, Quan;ty Available, Collec;on, Has Pictures, and Item Number. Some sort items may require a parameter value. An example of this would be quan;ty in stock; in this case a dialog box will appear and prompt the user to enter a parameter value.
To select a Sort by method, click on the downward arrow on the sort by field and select the appropriate method from the drop down list. Once a method has been chosen, select if you want to sort the item results list in an ascending -‐ Asc -‐ or descending order -‐ Desc -‐ by clicking on the appropriate radio bu`on.
Assigning a Related ItemTo add a related item, simply double click on the desired item under the Search Results list or single click to select the item and then click on the right poin;ng arrow to add the item to the Related Items list on the bo`om right side of the Related Items Manager form. To unrelate an item, click on the item’s name under the Related Items list to select it, and then click the leC poin;ng arrow to add it back to the Search Results list on the bo`om leC side of the Related Items Manager form.
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Once the main item has been assigned related items, simply click the Exit bu`on and the related items will automa;cally be saved to the main item. Related Items can always be modified at any ;me by following the same steps.
Delete ItemTo delete a selected item in the Website Inventory Item Editor form, click the Delete Item bu`on at the bo`om of the form. Toolkit will then want to confirm the dele;on of the inventory item of the website.Click Yes to confirm dele;on. Toolkit will confirm that the inventory item has been deleted. Simply click the OK bu`on to close the dialog box.IMPORTANT: Dele;ng an item creates a record of dele;on for the item and prevents it from being added to the web inventory item list again.
NavigaAon buaonsThe Naviga;on bu`ons allows the user to easily navigate forwards and backwards within a selected list of web inventory items, making moving from item to item edi;ng faster.
Exit formOnce all edi;ng is done, click the Exit bu`on to close the Website Inventory Item Editor.
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Upload to WebsiteOnce all inventory changes are made in Toolkit, simply exit all forms and go to the Main Menu of Toolkit. Click the Upload to Website bu`on to upload. A dialog box displaying 3 upload op;ons will appear.
Upload EverythingSelect this radio bu`on to upload Main Page Images as well as category and inventory changes done on Toolkit
Upload Panel ImagesSelect this radio bu`on to upload ONLY changes made within the Main Page Images screen that entail the Homepage panels.
Update Recent ChangesSelect this radio bu`on to upload recent inventory changes that DO NOT entail category changes.
Once you’ve selected an upload op;on, click Con;nue to proceed with the upload or Cancel. If uploading, please wait a few minutes while the upload process takes place. A pop up window will inform you when the uploading has been completed and the website updated. Click Yes to proceed to view your website.
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Exit ProgramOnce all inventory changes are made within Toolkit and you want to conclude your session for the day, simply click the Exit Program bu`on on the Main Menu of Toolkit The Program will now close.
