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Products: Add a Kit

Add a Kit

Note: Before continuing, verify all the Product Settings are configured. For additional information, please visit the Setting Up Products page. 

A kit is an assembly of individual products bundled together and sold as a group. While the products are sold together as one unit, the individual products will remain separate in the vinSUITE admin panel. This allows you to create gift sets, verticals, and pre-mixed cases without creating a new inventory item.
 

Best Practice: If you are using either ShipCompliant and/or vinSUITE Desktop POS, confirm that the product has been set up in the appropriate platforms before placing any orders. This will ensure that the product can flow smoothly from the POS to vinSUITE and from vinSUITE to ShipCompliant.If you are using ShipCompliant, kits can be sent as a single SKU or broken out into individual SKUs.


1) In the vinSUITE admin panel, expand the 'Products' section in the left hand navigation, then click 'Products' from the sub menu.

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2) From the Products search screen, click the ‘Add A Product’ button.

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3) Select 'Kit' from the drop-down menu.
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4) Name the kit and click the 'Save' button.
Kit_Name.jpg


5) A new pop-up window will appear.

Note: Tabs marked with asterisks are crucial for proper functionality, so it is highly recommended that you do not sell a product without first completing these tabs.

**General Tab** **Products Tab**
Teasers Tab Description Tab
**Categories Tab** Specifications tab
**Photos Tab** Inventory Tab
Meta Tags Tab Collateral Tab
Product Information Pages  



 

**General Tab**

Kit_General_Tab__With_Letters_.jpg

Note: Fields marked with asterisks are crucial for proper functionality, so it is highly recommended that you do not sell a product without first completing these fields.
 

A.png **Kit SKU** Enter a stock-keeping unit (SKU) for the product. 

Note: The SKU is the product’s unique identifier within vinSUITE and other systems. Each product’s SKU must be unique, and the SKU in vinSUITE must match the SKU in your POS system and ShipCompliant.
B.png **Kit Name** Enter a name for the kit. 

Note: The Kit Name will be displayed both internally and in your online store.
C.png Short Name Enter  the short name for the kit.

If nothing is entered in this field, the system will default to the Kit Name. 

Note: The Short Name is used for the TabletPOS, which is limited to 2 lines of 12 characters.
D.png **'Is Active' checkbox** Check the 'Is Active' checkbox if the kit should be active on your website. 

Note: For a product to appear in your web store, it needs to be active and located in a Product Category.  
E.png **'Enable for Web Services' checkbox** The 'Enable for Web Services' checkbox will be checked by default, but is editable.

Note: It is highly recommended that all products have WebService enabled, so third party platforms (like Cart Connect or TabletPOS) can access the product.  

 

Select the "Save" button to save any information in the General tab.  



 

**Products Tab**

Note: In the Products tab, add all priced products to your kit. "No charge" items, such as tasting note packets or special packaging, should be added as Collateral.

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**Add a Product**

1) Click 'Add Product to this Kit'.
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2) Select the appropriate product you wish to add from the drop-down list and click the green plus sign.
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3) The product has been successfully added to the kit.
Products_Tab_-_ONE.jpg

4) Repeat until you have selected all the products for this kit.
Products_tab_-_THREE_.jpg

5) Adjust the product quantity as needed. 

Note: The quantity per product will always default to '1'.
Products_tab_-_QUANTITY_.jpg

6) Adjust the pricing as needed by altering individual prices or the total amount.
Products_Tab_-_PRICE.jpg

 
7) Click the "Save" button next to the total amount.
 

Website Example:
WEBSITES_-_PRICE_Page.jpg


 

Teasers Tab

A teaser is a snippet of text used in the online store to grab the customer’s attention. Additional teasers can be added that display only for club members or non-club members.

Note: Teasers do not show up in all site designs. If your site design does not include teasers, you will want to skip ahead to the Description tab.

Tip: Generally the teaser will display both on the category page and on the product page, and the description will only appear on the product page. However, the placement of teasers and descriptions can vary depending on site design.
Teasers_tab.jpg

A.png General Teaser Enter your teaser content. 

The general teaser is used to grab attention on the Category page and is generally just a few lines. 
This text is displayed to anyone who views this product, regardless of what kind of customer they are.
B.png Member Teaser The member teaser is an additional line under the General Teaser that is only displayed to members who are logged in. The member teaser will only display on the Product Page. 

Note: This teaser will be displayed to all member types.  
C.png Non-Member Teaser The non-member teaser is an additional line under the General Teaser that is only displayed to members who are not logged in. The non-member teaser will only display on the Product Page. 


Note: Facebook Teasers are not functional at this time. 

Website Example: General Teaser
WEBSITES_-_CATEGORY_Page_TEASERS_.jpg


Select the "Save" button to save any information in the Teaser tab. 


 

Description Tab

The description of your kit is generally a few sentences long, and should give the customer a good idea of whether or not they’d like to purchase the kit.

Tip: Generally the teaser will display both on the category page and on the product page, and the description will only appear on the product page. However, the placement of teasers and descriptions can vary depending on site design. It is best to look at an existing product to see how your site handles teasers and descriptions for your preferred placement.
Description_Tab_-_Complete.jpg
 

A.png Description Enter the description for this specific wine Product.

The description will be displayed on the Product page. 


Website Example: 
WEBSITES_-_PRODUCTS_Page_Description_.jpg
 

Select the "Save" button to save any information in the Description tab.  


 

**Categories Tab**

In the Categories tab, you can decide the placement for your kit in your online store and TabletPOS. You may also choose whether or not this product is available for admin orders, and make it a featured product in the OMS.

Note: Your kit must be assigned to a Category to display to customers on your web store or TabletPOS.   

Tip: Categories listed in the "Online Store" section are sections you can create to organize and distinguish Products. For information about adding a new Product Category, please visit the Product Categories page.
Categories_Tab_-_Complete.jpg

Note: Fields marked with asterisks are crucial for proper functionality, so it is highly recommended that you do not sell a product without first completing these fields.
 

A.png **Online Store - Storefront** If you want this product to be available for purchase in your online store, you must check "Storefront" checkbox.

If you have sub-categories under the “Storefront” checkbox, you can add the product to those for organizational purposes.
B.png **Online Store - POS Store** If you want this product to be available for purchase on your TabletPOS system, you must check the “POS STORE” checkbox.

If you have sub-categories under “POS STORE” checkbox, you can add the product to those for organizational purposes.

Note: A Category for your POS Store should always be marked as private, so it does not display the main online store.  
C.png Admin Add Orders Checking the "Admin Add Orders" checkbox will enable the product to be accessed in the admin panel  Order Management System (OMS). 

This option is selected by default in the system.  
D.png Featured Product in OMS Checking the "Featured Product" checkbox will  add this product to the "Featured Products" list in the admin panel Order Management System (OMS).

This list allows the user to quickly add popular products to an order. It is advisable to mark products that are in current releases and/or running on special as "Featured Products."


Website Example: 
WEBSITES_-_CATEGORY_Page.jpg


Select the "Save" button to save any information in the Category tab.  


 

Specifications Tab

Note: This tab is not functional at this time in the vinSUITE admin panel.

For more information on the Specifications tab, please visit the eWinery Non-Wine Products page. 


 

 

**Photos Tab**

In the Photos tab, you can add images for your kits that will display in your online store.

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**Add a Photo**

1) Click the 'Browse' button.
Photos_tab-Browse.jpg

2) Select the appropriate image from your computer and click the 'Open' button. 

Tip: Want to upload the perfect picture? Please visit the Product Image Best Practices page for tips to upload the best image.

3) Back in the Photo tab, you can add a caption that explains your image for visually impaired users.

4) Add an order number to create a sequence if you are uploading multiple photos.
Photos_tab-Upload.jpg

Note: Your uploaded image will not be visible on your screen until you click the 'Save' button at the bottom of the page.

5) Click the 'Save' button.
Photos_tab-Save.jpg

The image will now appear in the tab and on your website. Repeat the instructions to upload multiple photos. 


 

Inventory Tab

Inventory for kits is based on the available unassigned inventory of the products included in each kit. The product with the lowest bottle/unit count will determine the available inventory for the kit and will be displayed.
Inventory_Tab_-_Blank.jpg

Note: You can click on the product displayed to alter its inventory. For more information about altering inventory, please visit the Add a First Party Wine Product page.


 

Meta Tags Tab

The Meta Tags tab establishes the metadata for this Product’s details page. Metadata can be used to help search engines find your page.
Meta_Tag_Tab_-_Blank.jpg

A.png

Meta Tag Title

Enter the title for the meta tag.

The title tag can be used for Search Engine Optimization (SEO) and will be displayed in several different places. It will be shown at the top of the browser window on the Product’s details page. It will also be the main text displayed in web search results, and will often be pulled as the title of posts when a link to this page is shared on social media.

Tip: Keep title tags short and put the most important words first.

B.png

Meta Tag Keywords

Enter any keywords for the meta tag.

Note: Previously, meta tag keywords were important for search results. However, they are less important, if used at all, for modern search engines.

Tip: If you choose to use keywords in your SEO strategy, be cautious not to use too many keywords, and make sure all of your keywords relate to content on this page – using too many irrelevant keywords can flag your page as spam.

C.png

Meta Tag Description

Enter the description for the meta tag.

The description briefly summarizes what your site or page is about, and the text is displayed underneath the title tag in search results. Without a meta tag description, search engines will pull a random sentence or two from your page – the description tag allows you to control how this page is displayed in search results.

Tip: Keep this meta tag description between 150 and 160 characters.

D.png

Marketing URL

Enter the marketing URL for the meta tag.

The marketing URL will create a cleaner URL to access that page, such as “cabernet”. Search engines also use this portion of the URL to return organic search results and can be included as a part of your SEO efforts.

Note: It is recommended that your marketing URL has NO spaces.

 
Website Example:
WEBSITES_-_Product_Page_META_TAGS_.jpg


Select the "Save" button to save any information in the Meta Tags tab.

 

Collateral Tab

The Collateral tab is entirely optional and should only be completed if you want to attach collateral to accompany this kit.

If you would like to learn more about Collateral, please visit vinSUITE Products: Add Collateral page.

Note: If you cannot access this tab, but want to add Collateral, please contact the Client Services Team at support@vinsuite.com.
Collateral_Tab_-_Blank.jpg
 

Attach Collateral to a Product

1) Click 'Add Product to this Kit'.
Collateral_Tab_-_Add_Button.jpg

2) Select the appropriate collateral you wish to add from the drop-down list and click the green plus sign.
Collateral_Tab_-_Add_Product_Button.jpg

3) The collateral has been successfully added to the kit.
Collateral_Tab_-_Complete.jpg

4) Adjust the collateral quantity as needed. 

Note: The quantity per product will always default to '1'.

5) Repeat until you have selected all the collateral for this kit.

Note: If you are a ShipCompliant user, you will need to make sure to set up your Collateral SKU in ShipCompliant with a brand key of NONWINE.




Product Information Pages Tab

Note: This tab is only functional for kits on Base 2 websites that are enabled for Tabbed Product Display.

All tabs for your Tabbed Product Display must be created in the eWinery admin panel. For more information on setting up Product Information Pages, please visit the eWinery Wine Products page.  

 

 

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