Gift Wrap
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Managing Gift Wrap
The Gift Wrap feature gives the merchant the ability to create
different wrapping groups with each one containing as many types
of gift wrap styles as needed. The Gift Wrap groups can be seasonal
or event themed. Each gift wrap style can include pricing, taxes,
and images to represent them. The wrap groups are assigned to
products and the customer will be presented with the different
wrapping styles upon checkout.
Using the menu, go to Catalog
> Gift Wrap to view a page similar to the one shown
below.
The Gift Wrap management page displays the name of each Gift
Wrap Group and the number of Gift
Wrap Styles for each one.
In the Products column,
a counter indicates the number of products that are associated
to the Wrap Group. You need to associate products to the
Wrap Group in order to see the Gift Wrap styles available at checkout.
To change the name of a Wrap Group, click on the Edit
button from the Action
column.
The Copy button creates
a duplicate set of the selected Group and all of it's Gift Wrap
styles. Click the Delete button to delete a Wrap Group,
it's Gift Wrap styles, and any product associations.
Add Wrap Group
Learn how to create gift wrap groups and wrapping styles.
Using the menu, go to the Catalog
> Gift Wrap page.
Click the Add
Wrap Group button, from the upper-right corner of the
page, to view a pop-up as shown in the example below.
Enter a Gift
Wrap Group Name in the field provided. This information
will be for internal use only.
Click the Save
button to create a new Wrap Group.
Your new Wrap Group will displayed in the
Gift Wrap Groups list.
Now you will need to add at least one Wrap Style.
Add Gift Wrap Style
From the Catalog > Gift Wrap page, click the counter in the
Wrap Styles column for the selected Wrap Group. A page similar
to the one shown below will appear.
Click the Add
Wrap Style button, from the upper-right corner of the
page, to view a pop-up as shown in the example below.
Enter the Name
of your Gift Wrap Style. This information will be shown to
the customer during checkout.
Enter a Price
for the gift wrap option.
When finished, click the Save
button. The new Wrap Style appears in the list for the selected
Gift Wrap Group.
Edit Gift Wrap Style
A Gift Wrap Style can include images to show your customers
during checkout.
After adding a Gift Wrap Style, you can click
the Edit button from
the Action column to view a page similar to the image below.
The Gift
Wrap Style Name and Price
were previously entered while creating the new Gift Wrap style.
If the Gift Wrap is taxable, then make sure
to select the applicable Tax
Code.
On the right side of the page, drag and drop
a small Thumbnail image
and a Full Size image
into each of the boxes shown.
You can also select an image from the server using the folder icon, or remove the
image using the trash can
icon.
When finished, click the Save
and Close button to return to the Gift Wrap Groups
page.
Continue adding Gift Wrap Styles to the Wrap
Group(s) available.
You can return to the Gift Wrap Styles page
by clicking the number counter
in the Wrap Styles
column for the selected Wrap Group.
Use the up and down arrows in the Sort
column to change the position of the Gift Wrap options on
checkout.
Remove Gift Wrap Style
If you want to remove the Gift Wrap style
or the entire Gift Wrap group, click the Delete
button from the Action
column.
A confirmation pop-up will appear.
Confirm to delete the Wrap Group, all of its
associated Wrap Styles and any product associations. This
action cannot be undone.
Add Gift Notes
Using the menu, go to the Catalog
> Gift Wrap page.
From the upper-right corner of the page, click
the Add Wrap Group
button to view a pop-up as shown in the example below.
Enter a name
for your Gift Wrap Group in the field provided.
Since this group will not contain any gift wrap choices, we'll
name it Gift Note.
Click the Save
button to create a new Wrap Group.
Assigning Products to a Gift Wrap Group
After creating a new gift wrap group,
you can assign products to it. There are a few methods available:
Search
and Assign - to assign several products to a wrap group,
click on the linked number counter in the Products
column for the wrap group you want to assign.
Batch
Edit - to change or update several products with different
gift wrap groups, go to the Catalog > Batch Edit > Products
page and follow the instructions there.
Edit
a Single Product - go to the product editing page,
which is available from the Catalog > Products
page. Select a product to edit. From the default tab named
'Product', find the section named "Shipping and Tax"
and select a Gift Wrap group from the Gift
Wrap field option.
Search and Assign Products to a Gift Wrap Group
From the menu, go to the Catalog
> Gift Wrap page to view a list of gift wrap groups
previously created.
To assign a gift wrap group to products, click
on the linked number counter
in the 'Products' column for the applicable wrap group.
This will bring you to the Search
Products form, which is similar to the one shown below.
The top section provides common search fields and options that
can be used to find a one or more products. If you want additional
search options, then click on the Advanced
Search Options header to expand a section with additional
search criteria. Reference the sample screenshot below:
Using the search
form(s) provided, find the products that will be assigned
to the gift wrap code selected from the prior page.
After entering the search criteria, press
the Search button
which will drop-down to provide 3 additional filters:
- All Products: results
include all products regardless of their assignment to gift
wrap group.
- Assigned Products:
results include only the products that are assigned to the
selected gift wrap group.
- Unassigned Products:
results include only products that are not assigned to the
selected gift wrap group.
By default, the search results show any products that are currently
assigned to the selected wrap group. Reference sample below:
You can either use the buttons from the Action column to individually
Assign or Remove product associations, or..
Check the box next to one or more products,
or check the box at the top of the first column to quickly
select all products in the search results.
This will activate the Update
button, which will drop-down to provide 2 options: either
Assign or Remove
the selected products.
The update will take place immediately after selection.
When finished assigning products, click the
BACK button to return
to the Gift Wrap group page.
Adding or Changing a Product's Gift Wrap Group
From the Catalog menu, go to the Edit
Product page for any product.
When you add or edit a shippable product,
you can select a Gift Wrap
group from the Shipping and
Tax section.
Click the Save
button after making your selection.
Gift Wrap options at Checkout
Since each product may have it's own selection of gift wrap
choices, we'll need to ask the customer if they want to add gift
options. This takes place during checkout.
If the user is trying to purchase a product that has gift options,
they will be taken to a page that has their gift wrap options
presented.
Here is an example of the Gift Options that are presented to
the customer.
Gift Wrap automatically becomes a checkout option for the customer.
The Gift Message displays along with the gift wrapping selection(s)
without any additional configuration.
A Gift Message option is displayed in the customer's shopping
basket and on invoices.
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