Adding and Editing Products and Pricing
    • 04 Apr 2024
    • 5 Minutes to read

    Adding and Editing Products and Pricing

    Article summary

    Getting Started

    To begin adding products to your Helcim account first review the Merchandising and Invoicing Settings for your account, specifically the Inventory Settings. These will impact how your product inventory is managed and can be useful to configure before you add your products, categories, and brands to your account.

    Once your account settings are configured to match your needs, you can familiarize yourself with the product catalog by adding a product and adding images. If you would like to add multiple products at once, you can import product information into your account instead of relying on manual data entry.

    Adding a Product

    To create individual new product listings, click on the Product List tab under Products in you Helcim Accountproduct list dropdownIn the top right-hand corner click on Add New Product to get started.add new product buttonSelecting Add New Product will open a new screen where you can enter the New Product information.

    You can go through each input field on this screen to enter the information specific to the new Product including:product information formName: Product name
    Category: Select an existing category, or use the Categories tab to create a new selection
    Brand: Select an existing Brand, or use the Brands tab to create a new Brand
    SKU: Enter the products SKU number
    Barcode: Enter the products Barcode number

    Pricing InformationPrice ($): The regular selling price
    Sale Price ($): Promotional sale price- this will take priority over the regular selling price if an amount is entered.
    Cost: Enter the cost for this product. This is the price your business pays for this product.
    Deposit Fee: If your product or service has a deposit fee (for example, liquor, drinks, etc...) you can enter it here. This amount will always be exempt from taxes.

    availability togglesAvailability: On/Off
    Available Online: On/Off
    Available Retail: On/Off

    Multi-Currency Pricing: Will display the calculated currency price if other currencies have been set up for the account. If you want to add another currency to your account, you can do so by click on the Settings icon in the top right-hand corner of your account from any page and selecting Merchant Account Settings and Currencies.

    Please note that multi-currency processing is only available for merchants who signed up for Helcim before June 1, 2020, who are using Helcim's Legacy System.

    add a description to a product description boxEnter a detailed product description into the text box.

    save buttonClick Save to apply your changes.

    Adding Multiple Products
    If you need to add many products to the catalog, it's easiest to use the Import/Export feature to do this more quickly.

    Adding Images to Products

    As part of the Create Product or Edit Product listing procedure, Product Images can be added after a product listing has been created.

    To add images to products, click on the Product List tab under the Products in your Helcim Account.
    product dropdown listSelect the product you wish to update with a new image.latest products listSelect the Images tab from the Product menu on the right-hand side of your screen.images tab on the product menuUse the Image Upload function to upload your image by selecting Click to Upload and browsing for the image on your device.upload drop file in hear functionThe uploaded file is now confirmed, and you can click on any of the other tabs or exit the pop-up by clicking the X in the top right of the pop-up page.

    You can add Multiple Product Images to a product or select an image as a Products Primary Image. To add more images, simply click on Click to Upload and continue adding images until the product is complete.

    If you have multiple images for a product listing, you can assign a Primary Image by clicking on the corresponding Star Icon for that product.upload multiple product images

    Editing an Existing Product

    Select the Products and Products List button to view a list of your available products. Next, select the product you would like to edit. If you have a large product inventory, you can use the search feature at the top of the Products screen to find the item(s) you want to edit.

    Click on the product you want to edit, this will open up the product's page, you can now revise any of the fields you originally entered when creating the product.
    product information formYou can edit the basic options or click on Advanced Options in the menu on the left-hand side of your screen to see more.

    Once you have finished editing and modifying the product information, click on Save at the top.
    save buttonA confirmation message will appear at the top that the changes have been saved.

    Advanced Pricing

    Using advanced pricing lets you set wholesale pricing for products, create buy one get one free and related promotions, and enter ranged pricing for items.

    Please see the Advanced Product Pricing article for more information on how to set up and enable this feature.

    Updating Product Availability

    If you need to update multiple products availability at once, you can quickly change this from the Product List view in your Helcim account. To get started, begin by logging into your Helcim account and selecting Products and Product List from the left-hand side of the screen.

    Next, select the products you want to edit the availability for by checking the box on the left-hand side column for the product list. Once you have selected all the products you want to edit, click on the Change Availability button in the top right-hand corner of your screen.
    latest products options
    Once you click on Change Availability you can either select On to indicate the product is available or Off to remove it from your list of available products.
    change availability buttons
    Next, confirm your selection.
    yes button

    Other Advanced Options

    To access Advanced Options for Products, click on Products, then click on Product List, then select the product you want to edit. Selecting the product will open the Product Overview Page.

    From here you can select Advanced Options from the menu on the left-hand side of your screen.

    First, you can review the General Options for the product by selecting a Color Placeholder, if the product is tax-exempt, shipping exempt, or if any additional variants should be applied.general options field

    Use the Inventory Management options to ensure you're never surprised by an out-of-stock product again. Toggle the radio button to On to track the product inventory and enter the low-level inventory threshold that you're comfortable with.inventory managementThe Specifications fields allow you to provide useful sizing and weight details to your customers. Use the text boxes to enter the weight, width, length, and height of your products.specifications fieldsIf you are a Level 3 Data merchant, you can enter your Unit of Measure and Commodity Code for your products in the Level 3 Data section.level 3 data

    Level 3 Data
    Level 3 Data is reserved for merchants who are accepting Corporate, Purchasing, and Government credit cards. Please contact Helcim if you would like to enable this feature.

    When you are done adding in the Advanced Options for your products, click on Save in the top right-hand corner to apply the button

    Was this article helpful?