Administration

Creating a New Product Type

Creating a New Product Type
  1. From the Products page select the +New Product to bring you to the Product Manager.
     
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  2. From the New Product window select the +New Type button.

  3. Name the new Product Type.
  4. Then, select the product type of your choice: Issues Based, Time Ranged, Event, Delivery Date. 

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Below are the selection details for each product type: 
  • Issue Based Product Type 
    • Ideal for publications or newsletters with frequency of 52x a year and less. Each issue is individually created, named and scheduled.
      Ex. Magazines, Newspapers, Newsletters, Flat Plan Support
    • Multi-Page Ads:  Added capabilities of 1 + N the size of an ad size on demand.
    • Sections or Zone Support:  Used for ad placement for a specific section in an issue.
    • Ad Unit/Size Measurement Unit:  Ex. Inches, Pixels, MM, etc.
    • Quantity:  Only select this for products where the billing is based on a quantity such as number of copies, impressions, CPM, CPC, Words.

 

  • Time Range / Start and End Date Product Type
    • This feature does not have enforced inventory restrictions. The rep will be able to select a single date this product will run, is due, or be delivered to the client.
    • Physical Locations:Typically used for advertising with a physical location.
    • Quantity: Only select this for products where the billing is based on a quantity such as number of copies, impressions, CPM, CPC, Words.
    • Scheduler Calendar: Add structure and inventory management. Ideal for newsletters where dates are in recurring patterns set.

 

  • Event Product Type
    • All items sold into the product are delivered when the event occurs. This is a non-recurring product and should not be used after the event has been concluded.
    • Expo Floor Plan: Enable this for a fully interactive floor plan tool for selling booths in a visual inventory tracking tool.
    • Quantity: Only select this for products where the billing is based on a quantity such as number of copies, impressions, CPM, CPC, Words.

  • Delivery Date/ Single Day Product Type  
    • This feature does not have enforced inventory restrictions. The rep will be able to select a single date this product will run, is due, or be delivered to the client.
    • Physical Locations: Typically used for advertising with a physical location.
    • Quantity: Only select this for products where the billing is based on a quantity such as number of copies, impressions, CPM, CPC, Words.

 

  • Finally, Select Create Product Type and type the words I understand where indicated after reading the disclaimers to confirm and finalize the creation of your new product type.
⚠️ Disclaimer reads as follows ⚠️
    • Once a product is assigned to a type it can not be changed. 
    • Product Types can not be edited later.
    • All products created and assigned a product type can not be changed to another product type.
    • All items sold using this product's configuration will have the features and must use all the features specified below.
    • Avoid creating new types unless necessary. Searching, reporting and other areas will be impacted.

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Creating a Product with an Existing Product Type

  • Select an Existing Product Type from the dropdown menu. This will display all features of the Product Type. Features that are included in the Product Type will display a green check mark while features not included will display a gray 'X'.

  • Select the New Type button.
  • Scroll past the Product Type Features List to configure your product settings. If you're using an Issue Based Product Type, set up the Product's dimensions, margins, bleed, and column gutter. Past this section are options to configure the following settings:
  • Once your Product Settings are configured hit Save.