Add/Edit Cart Favorites
This is the add/edit section for a thing called "my cart favorites". This page will be used for both the add and edit processes. The easiest way to tell what mode the page is in is to look at the favorite button id number (towards the top of the page) or the actual submit button for the form (towards the bottom of the page). The submit button will say either add or edit as part of the button name.
If you are looking for more general information about the my cart favorites, click here for more info. This is a list of fields and what they require:
1. Button Id - This is the key field for the favorites and is created behind the scenes. It will say "New" when in add mode and will have asterisks when in edit mode.
2. Choose Button Style - Required. This is a three-way choice between a simple button, a photo button, or a group button (special containers for other buttons or special group functions). It is ok to mix and match button types as needed. The simple button is the default and will only show the actual button along with the name(s) provided. The photo button is slightly bigger but will have an option for showing an assigned photo as part of the button. The photo is assigned either through the edit mode (additional assignment link) or as a second step when creating the button. The assignment photo must be a jpeg image that is used within the site for your parts and general inventory galleries. Additional help is available from the assignment page. A group button allows you to stack and/or organize your favorites into groups and sub groups. There is no limit to the number of groups that are available. Note: A group button must have the action/task of option 4 as the assigned action/task or instructions in order to work.
3. Name Your Button - Required. There are two lines that are available. Only line one is required and must have at least a single character. Line two is optional but will show up if used. Because the buttons are somewhat small in length, the max is 15 characters per line.
4. Choose Your Category - Required. Choose a category from the list provided. By default, everybody will get one system-maintained category called "General Category". If you wish, there is also a link that allows you to add/edit your own categories if you wish to organize your favorites in a more detailed manner. Categories allow you to break-up buttons and favorites into like sections instead of running everything together. Additional categories are not required.
5. Choose Your Display Group - Required. Choose a group from the list provided. Groups deal with stacking order or visibility options (what to hide/show and when to hide/show the buttons or options). The default is what we call "Top Level or Standalone Button". This means that the button will show up on the top most level or first round of choices. If any other group is selected. The current button will only show up if the master or group button that is selected is chosen. In a way, the group is like a visual filter. Groups only exist if you create a button with the button type set to "group button". These are containers for other buttons and functions. The groups are not required and may be stacked to any level. Meaning you could have zero subs (all standalone buttons), 1 sub, a sub group, a sub group with categories, a sub of a sub of a sub, etc. Unlimited.
6. Choose Button Color - Required. Choose a color from the list provided. The default is "White". Note: If you do use colors, it is recommended that you choose a theme or a reason for certain colors. Say you have a cafe, you could do dinks in one color, desserts in another, and combos in yet another color. Adding color can help but it can also distract the eye. They are your favorites, use color as you will.
7. Customer Type Filter - Required. This is a filter that allows for the buttons to be categorized by the customer type. The word customer is a corp-wide setting and may be changed to fit your needs (customer, client, patient, associate, sponsor, student, etc.). The default type is "All". If changed to a different value, you will then be able to filter the results based on your selection. For example, say you had pricing and buttons for club members and guests. You could assign certain buttons or groups and once a customer is selected in the cart, the page will automatically help to filter the buttons accordingly. This is kinda extra but a nice way to do a sub filter on different customer types.
8. Barcode - Optional. The barcode helps with searching for the my cart favorite button. If used, a new link will appear that will help translate the barcode value into a printable label. If the barcode is used and a barcode search is done on the buttons, if a perfect match is found (between the search string and the barcode number), the system is setup to jump right to the correct action/task assigned to the button. This is virtually like finding the right cart favorite button, clicking it, and then letting it perform its action assigned. This is a huge time saver and allows for the system to filter and speed up the process. This takes a normal cart favorite button, that already has tons of options, and allows it to be used in tandem with the speed and accuracy of a barcode reader. The barcode is optional, but it can really help save time if setup correctly. There is a corp-wide setting you will need to turn on that deals with search options from inside the cart. Once turned on, there are even ways to search cart favorite buttons by button name, custom descriptions, and of course barcode values. See this help file for more information about mixed barcode searches and options. There is a max of 50 characters that may be stored for the barcode. Having said that, there is a recommendation to keep it below 15 characters in order to use the internal barcode generator and label maker app.
9. Public/Private Setting - Required. This is a two-way switch that allows you share your settings or keep them to your self. If you allow others to view and copy, they will be able to see your cart favorites and will have options to copy them to their username as well. If you chose the private setting, only you will be able to see that favorite. It will not be shared or visible for anyone else.
10. Your Sort Order - Required. The sort order is how each button or favorite is sorted amongst it's peers (other buttons within a certain category). The sort goes four levels deep. This value is actually the third level. It goes category sort #, category name, this button sort value, and then the button name (line one). The default is 100 and may contain any positive number greater than 1. Tip: There is a bulk sort tool that helps you change one or more items at a time. See the links at the top of the page.
11. Pick Your Action/Task - Required. This is a four-way choice and deals with what type of search the button will do when clicked.
11.1. Option 1 - This is for doing a general parts and inventory search. This is the exact same process that is used if clicking the add item to cart button from inside the shopping cart. If used, you may select a vendor, a part category, and a search string or text value. The search string is a four-way search and includes the part number, reference number, part description, and barcode number. The only required field (for this action/task) is the part number or four-way search field. It requires a minimum of one character. It has a max of 50 characters. Tip: If you use the keyword "all" (without the quotes) you can get all items for a specific vendor or a specific part category. If "all" is used by itself (no vendor and no category), it will return all parts and general inventory items.
11.2. Option 2 - This option is for specific or exact part numbers. The part id number is required in order to make this work. The part number and part id number are different values. The part id is controlled by the system and the part number is set by you and/or your vendors. This option has the most action items available. The reason is that we already know exactly what part number or item we are dealing with.
If you are using sub inventory, there is also a spot where you can help the button be laser focused to a specific child inventory package. If the sub id is left at a value of 0, the system will do a special check to see if the parent item is marked with a status of subs only. If left at a 0 value, the system will try to auto manage and/or substitute an open sub for a parent item. Long story made short, if you know the sub inventory number, use it. If not, leave it at a 0 value and the system will try to help where possible.
The action items for an exact item match are called "destinations" and deal with what to do once the cart favorite button is clicked. There are five options to choose from. They are: Show basic search results, view part number detail page, add 1 to the open cart, open this part in the advanced add to cart page, and pass or use custom settings (with fixed values). If you choose the custom add to cart option you will need to provide a sub destination/action, a numeric quantity, a price setting, a description setting, and a tax category setting. This allows you to be very flexible and even have taxed and non-taxed items.
Note about option 2. part 5. (custom settings) - If you have selected this option and are trying to pass custom values to the advanced add to cart page, you can set the quantity to 0 and the advanced add to cart page will allow you to enter the actual quantity on the fly. The quantity may be set to any other number, but the value of 0 will allow what is called a variable quantity. This means that it changes or is unknown until the person goes through checkout or the items get weighed out on a scale.
Another huge time saver for this action/task is to use a barcode value to virtually find the correct button and process it without clicking anything. See this help file for more info.
11.3. Option 3 - This option is used if doing a recipe/build search. A recipe/build is a just in time list, group, kit, or pre-selected items and quantities that get added to the shopping cart as a group. There is a max of 50 characters and a min of 1 character (if used). Enter the recipe name and the system will help you search for it. Once the results are returned, look for a link that says "build prep". This is where all of the pre-set items will show up before going in to the cart.
11.4. Option 4 - This option is used if setting up a group or sub group. There is also a setting that allows you to determine how your group should show up (display setting). The default is "show group as button group". This just means that when a master group button is clicked, the subs of that button will be shown as a new page of button options. The show group as advanced grid option is more advanced and allows for what we call "advanced add to cart grid". This is basically, a grid (rows and columns) of preset data that allows you to enter and/or send more than one item to the shopping cart at a time. The advanced grid option is very useful if you have similar items that your customer/client may get more than one item and/or you have some pre-set specials (pricing, verbage, etc.) that play in to the deal. This is not required and is somewhat of an advanced group option. The show group as smart group deals with tiered pricing structures. It takes the preset options to the next level and allows for things called "rules" (how to play) and "assignments" (who or what get to play as part of the group). To learn more about smart groups, see this help file.
12. Your Button Status - Required. The status will only show up in edit mode. This is how you turn on/off your favorites. Choose from the list provided. Active means use and show. Inactive means hide or don't use. Delete means totally remove.