Skip to main content

Products in 2.0

Updated

Add your products individually or import them. Easily make changes to products individually or in bulk.

Add products in 2.0

Edit a product in 2.0

Duplicate a product in 2.0

Delete a product in 2.0

Products bulk actions in 2.0

Export products to a file in 2.0

Products reporting in 2.0

 

2.0_productstable.png

The Products page is where you add and manage your products. The page contains two tabs; the Availability tab and the Pricing and packages tab. 

The Availability table displays an overview of your inventory and makes it easy to update it directly in the table, for an individual product or for products in bulk. It also contains a product attributes column which gives you these product details at a glance:

image (3).png

The Pricing and packages table displays an overview of your pricing and makes it easy to update prices directly in the table. 

Use the table search and filters for easy navigation. You can search by product name or tag.

Add products in 2.0

Users migrated from 1.0

Your products are automatically migrated from your 1.0 account to your 2.0 account but some modifications might be needed.

Add more product images

The image attached to your product in your 1.0 account is automatically migrated. But, in 2.0 you can add up to 5 images per product in these formats: .jpeg, .jpg, .png. The maximum size per image is 10 mb.

  1. Go to the Products page.
  2. Click the dot menu for a product.
  3. Click Edit product.
  4. In the Images section, click Add images and select an image to upload. Or, drag + drop an image from your files.
  5. Click Save.

Change the base unit for a migrated product

In your Local Line 1.0 account, you could not change a product’s base unit. You had to create a new product instead. If you want to change the base unit for a migrated product in 2.0, duplicate the product and set a new base unit.

Configure inventory settings for variable weight products

See How to sell products by weight using Local Line 2.0 for best practices. 

If you sell variable weight products you can specify how you want to track that inventory and charge for those products. 

  1. Go to the Products page.
  2. Click the dot menu for a product.
  3. Click Edit product.
  4. In the Inventory tracking section, specify your preference:

    • Track by item & charge by item
    • Track by weight & charge by weight
    • Track by item & charge by weight
    • Track by weight & charge by item

You can enable the Orders with this product need approval feature if you want to prevent your customer from paying for their order until after you have finalized and approved it (e.g. product quantity, weight).

When your customer places an order for a product that needs approval and they select a credit card payment method, an on-screen message explains that their card is only authorized and that final payment will be processed after you approve the order.

If they have selected a custom payment method, an on-screen message explains that payment will be requested after the order is approved. Orders that need approval are flagged on your Orders page table with an  orange exclamation point icon. See Manage orders in 2.0 for more details on the "needs approval" workflow.

  1. Go to the Products page.
  2. Click the dot menu for a product.
  3. Click Edit product.
  4. In the Product status section, click the toggle to enable Orders with this product need approval.

Add product tags in 2.0

You can assign two types of tags to your products:

    • Keyword tags - These tags appear below product titles on your storefront and ordered in the sequence that you added them.
    • Backoffice internal tags - Filter by these tags on your products table.
  1. Go to the Products page.
  2. Click the dot menu for a product.
  3. Click Edit product.
  4. In the Product info section, start typing the tag name in the Keyword tags box then click Create “tag name” to save the tag.
  5. In the Backoffice details section, start typing the tag name in the Internal tags box then click Create “tag name” to save the tag.

Edit product tags

  1. Go to the Products page.
  2. Click the dot menu for a product.
  3. Click Edit product.
  4. Click View all tags next to Keyword or Internal tags.
  5. Click the edit icon for the tag you want to edit, then make the needed changes or click Delete tag to remove it.
  6. Click Save.
  7. Click Close. 

New Local Line users

There are two ways to add your products. You can add them individually or bulk import them from a file. If the bulk import method is used and you want to display product images on your storefront, you will need to add the image(s) to each product after the import is complete.

Add products individually in 2.0

  1. Go to the Products page.
  2. Click + New Product.
  3. In the Product info section:
    1. [Required] Enter a Name.
    2. [Optional] Enter the Vendor if you are a hub.
    3. Enter Keyword tags. These tags are displayed below product titles on your storefront. Type the keyword tag then click Create “keyword tag name” to save the tag.
    4. Enter a Description. You can make text bold, italic or underlined, and add lists, hyperlinks and emojis.
  4. In the Images section, drag and drop an image or click Add images to select the image file. Square images that are small in size work best and limit the loading time of your images on your storefront. If you need to resize an image, use a web search to find a method for the device you prefer to use. For example, your iPhone or your Windows PC.

Screen Shot 2023-11-21 at 4.35.16 PM.png

  1. In the Track inventory section:
    1. If you do not want to track inventory, click the toggle to disable it. 
    2. Specify how you want to track and charge for the product.
      1. Track by package & charge by package
      2. Track by weight & charge by weight
      3. Track by package & charge by weight
      4. Track by weight & charge by package
    3. Use this best practice guide for managing inventory.
    4. Specify settings that are applicable to enabled inventory tracking.
      1. If you are not tracking inventory, specify the Item unit. For example, "each" or "flat". To add an item unit, type the unit name then click Create “Item unit name” to save the item unit.
      2. If you are tracking inventory, specify the Item inventory quantity and the Item unit. An item unit represents the unit of measurement for product. To add an item unit, type the unit name then click Create “Item unit name” to save the item unit.
    5. When you are tracking inventory:
      1. If you do not want to be notified when a product sells out, uncheck the box for Notify me when this product is sold out.
      2. If you want to be notified when inventory reaches a certain quantity, enter the quantity. 
    6. [Required] If you have the advanced inventory add-on enabled, in the Packages section, enter a Package price for the product.
  2. If you want to add multiple package sizes for a product, click Add new package in the Packages section then specify the Package name, # of items (number of base units in the package) and the package Package price. You can reorder packages by dragging and dropping the left-side handles.
        1. Click the checkbox next to the price list you want to assign the product to.
        2. Select the category from the dropdown menu.
        3. If you want to apply a price adjustment to the product packages, click the toggle to enable the price adjustment controls.
        4. Click the type of price adjustment: Set, $, %. 
          • Set - Manually enter a new price. 
          • $ - Specify a dollar amount to add or deduct from the base price.
          • % - Specify a percentage value to add or deduct from the base price.
        5. Enter the updated value. To apply a discount using the $ and % methods, precede the value with a minus sign (-).The Price list options section can be skipped if you prefer to assign your products in bulk to your price list categories when you build your price list. See Add a price list in 2.0 for more details. If you prefer to assign your products to a price list category individually, you must first add a price list and then create your price list categories before you can complete this section and proceed to step 8. Your products are not displayed on your storefront if you do not categorize them.
        6. Click the Taxable toggle to enable tax if applicable. See How tax rate is determined for products marked taxable in 2.0 for more details. You can also apply a global tax override for each payment method. See Override the default product tax rate in 2.0 for more details.
    • In the Back office details section:
        1. You can add an Internal product ID if you have one. 
      1. You can also add Internal tags that are used as filters on your Products page table. Type the tag name then click Create “internal tag name” to save the tag.

  • In the Product status section:
    1. If you do not want the product to be visible on your storefront, click the toggle to hide it. No products are visible on your storefront until you open your store.
    2. If you want to prevent your customer from paying until after you have reviewed the order for things like the final weight of an item, or a volume discount, you can enable the Orders with this product require approval feature. When your customer places an order for a product requiring approval they are informed at checkout that payment will be processed when the final amount is known. Orders that require approval are flagged on your Orders page table with an  orange exclamation point icon.
  • Click Save.
  • You can add subsequent products more quickly by duplicating a product.

Bulk import from a file to create or update products in 2.0

You can import up to 1000 products from a csv file.
 
If you are updating products, first export your products to get the Local Line Product ID for the products you want to update, and make sure to add it to the import template file.
 
You cannot use the import method to assign products to different categories or price lists, or to update vendor product associations. Instead, use the bulk actions on the Products table and Price list edit views to update those details.
  1. Go to the Products page.
  2. Click the dot menu in the top right.
  3. Click Import products.
  4. Click Download this template.
  5. Add product details to the template file and save it. Required fields are highlighted in green in the import file.
    1. Local Line product ID - This ID is automatically generated at upload and is not displayed in your back office. Leave it blank when creating a new product. 
    2. [Optional] Internal ID - If you have an internal reference for the product specify it here. After upload, this is displayed in the product's Back office details as the Internal product ID.
    3. [Required] Product - Specify a name for the product. After upload, this is displayed in your back office Products page table as Product.
      1. If you specify the same product name in multiple rows, packages are added to the product at upload along with any package details you specify.
    4. [Optional] Track inventory by - To track the product by Item, enter "item". To track the product by Weight, enter "weight". If you leave the field blank, the product is set to track by Item. You cannot change this setting after upload but if needed you can instead duplicate the product to do so. After upload, this is displayed in the product's settings as Track inventory by.
    5. [Required] Item unit - Specify the Item unit, or Weight unit if you chose to track by "weight" in step 4. You cannot change this setting after upload but if needed you can instead duplicate the product to do so. After upload, this is displayed in your back office Products page table as Unit.
    6. [Optional] Charge by - To charge by Item, enter "item". To track the product by Weight, enter "weight". If you leave the field blank, the product is set to track by Item. After upload, this is displayed in the product's settings as Charge by.
    7. [Optional] Charge unit - If your Charge unit is different than your Item unit, specify the Charge unit. Otherwise, it will apply the Item unit you specified in step 5. You cannot change this setting after upload but if needed you can instead duplicate the product to do so. After upload, this is displayed in the product's settings as a secondary Item/Weight unit.
    8. [Optional] Track inventory - To track inventory, enter "true". If you leave the field blank, the product is not set to track inventory, e.g. "false". After upload, this is displayed in the product's Track inventory settings.
    9. [Optional] Inventory - Enter a numerical value for the amount of inventory you have of the product. After upload, this is displayed in the product's Track inventory settings.
    10. [Optional] Notify when inventory reaches - To be notified by email when inventory reaches a certain level, enter the numerical value for that level. If you leave the field blank, no notification is sent. After upload, this is displayed in the product's Track inventory settings.
    11. [Optional] Sold out notification - To be notified by email when the product runs out of inventory, enter "true". If you leave the field blank, no notification is sent. After upload, this is displayed in the product's Track inventory settings.
    12. [Optional] Visible - By default, the product visibility is set to "true" so that it is displayed in your storefront. Enter "false" if you do not want to display the product in your storefront. After upload, this is displayed in the product's Product status settings.
    13. [Optional] Description - Enter a product description to help your customers learn about the product. After upload, this is displayed in the product's Product info settings.
    14. Package ID - This ID is automatically generated at upload and is not displayed in your back office. Leave it blank when creating a new product. 
    15. [Required] Package name - Specify a name for the package. After upload, this is displayed in the product's Packages settings.
    16. [Required] Avg package weight - This field is only required if you are tracking inventory or charging inventory by weight. Enter the average package weight for the package. After upload, this is displayed in the product's Packages settings.
    17. [Required] # of items - This field is only required if you are tracking inventory by item. Enter the number of packages you have for the product. After upload, this is displayed in the product's Packages settings.
    18. [Required] Unit price - Enter a price for the package unit. After upload, this is displayed in the product's Packages settings.
  6. Save the import file.
  7. In your Local Line account, click Choose file. 
  8. Click Upload.
  9. [Optional] Add product images. You can add up to 5 images per product and customize the order in which they display on your storefront.

If there are problems with your import an on-screen modal is displayed that specifies the problem with the import. Address the problem in the import file and try to upload again.

Edit a product in 2.0

You can also edit your price list categories from the product detail view.

If you change a product name, past orders retain the product name that was in effect when the order was placed.

  1. On the Products page, click the dot menu for a product.
  2. Click Edit product.
  3. Make the needed changes.
    1. For example, if you want to a hide a product that is currently in a price list and visible on your storefront, click the toggle in the Product status section next to Product visibility.
  4. Click Save.

Duplicate a product in 2.0

  1. On the Products page, click the dot menu for a product.
  2. Click Duplicate product.
  3. Modify the necessary fields.
  4. Click Save.

Delete a product in 2.0

Deleting a product removes it from your Products page and storefront, but the product remains in historical orders and reporting.

  1. On the Products page, click the dot menu for a product.
  2. Click Delete product.
  3. Click Delete.
  4. Click Save.

Products bulk actions in 2.0

You can make changes to individual products and packages directly in the tables, as well as apply changes to products in bulk. 

Availability table

You can edit the inventory quantity and visibility status directly in the table.

  1. Use the controls in the table to edit inventory quantity:
    1. Use Set to enter a price manually.
    2. Use + to specify a quantity to increase the existing quantity by.
    3. Use - to specify a quantity to decrease the existing quantity by.
  2. Click the Visibility toggle to make a product visible or invisible in the price lists it is assigned to.

You can make the following changes to products in bulk:

Products_bulk.png

  1. Check the box to select all products or manually select the products you want to change. 
  2. Click the action you want to take: 
    1. Edit visibility - Click the applicable radio button and then click Save.
    2. Edit inventory - Use the controls to edit inventory quantity:
      1. Use Set to enter a price manually.
      2. Use + to specify a quantity to increase the existing quantity by.
      3. Use - to specify a quantity to decrease the existing quantity by.
      4. Click Save.
    3. Keyword tags (storefront) - Add or remove tags from selected products. If you want to Add, start typing a new tag name in the box. Then click Create “tag name” to save and apply the tag and click Save. If you want to Remove, select an existing tag from the dropdown menu and click Save.
    4. Internal tags (back office) -Add or remove tags from selected products. If you want to Add, start typing a new tag name in the box. Then click Create “tag name” to save and apply the tag and click Save. If you want to Remove, select an existing tag from the dropdown menu and click Save.
    5. Assign to price list - Check the box(es) for each price list you want to assign the products to. If you have already created price list categories, select the applicable category. Click Save.
    6. Assign vendor - Only visible if your plan has the Food Hub Add-on. Select the vendor from the dropdown menu and click Save.
    7. Share products - Select the hub you are connected with from the dropdown menu and set a markup if applicable. Click Save. 
    8. Enable subscriptions - Select which price list to enable subscriptions for, then specify whether you want to make the products subscribe only or also available for a one-time purchase. Click Save. Note: You must first have subscriptions enabled on your price list for this bulk option to display.
    9. Delete products - Deleting a product also deletes its packages. Click Delete to proceed.

Pricing and packages table

You can edit product prices directly in the table.

  1. Use the controls in the table to edit product prices:
    1. Use Set to enter a new price manually.
    2. Use $ to specify a dollar amount to increase the existing price by.
    3. Use % to specify a dollar amount to decrease the existing price by.

Export products to a file in 2.0

When you export your products, all products are exported regardless of which filters are applied to the table. Products can be filtered in the export file from Excel, Numbers and Google Sheets.

To export your products to a file:

  1. Click the page dot menu in the top right.
  2. Click Export products. 

Products reporting in 2.0

You can view and download key metrics and data for your products from the Reports page. Learn more about Reports in 2.0.

Related articles

Comments

0 comments

Article is closed for comments.