Table Of Contents
- What is the Catalog Manager?
- Catalog Manager Landing Page
- Creating a Product
- Creating Tastings
- Viewing and Editing a Product
- Creating New Groups
- Catalog Settings
- Inventory Tracking
What is the Catalog Manager?
The Catalog Manager module is where you will manage your products, groups, and tracking on those products. To navigate to this module open up OrderPort Admin > Products > Catalog Manager.
Catalog Manager Landing Page
When you open the Catalog Manager you will see the landing page. The Page is broken up into two navigation bars, a search bar, and a product list. The top purple navigation bar is where you can access the catalog manager's different pages. This includes New Group, New Product, Catalog Settings, Favorites, Barcodes, and Groups.
On the left-hand side, there is a navigation menu for accessing the group's tab. Click on the three lines to open up this navigation. Select the plus buttons to open up the sub menus. Selecting the name of a group will bring you to that group's page.
On the top of the page is a filter menu for searching the product list. You can search by OPSKU, name, UPC, part number, type, group, and status. You also can set a default search by selecting the "Save as default search" button after adding the desired filters. This would make is so every time you come to this page that will be the default search.
On the button half of the screen, you will see the product list. For every product, it will show you the Part No., name, OPSKU, type, group, subgroup, status, and current stock (This pulls from your default ship location. At the bottom of the screen, you can also change how many products will show up on one page, or navigate to the next page of items. Please note the more items you try to load onto the page the longer it will take to load. 
Creating a Product
When you are ready to create a product select the New Product button from the top navigation of the catalog landing page. The first thing you need to do is decide what type of product you want to create. In OrderPort we offer six main types of products. Please review the associated guides for how to set up each of these items.
Wine Products - Wine Products can be any alcoholic beverage that the winery is selling. These products will be taxed as wine products.
Physical Products - Physical Products can be any product that you are selling that is not alcoholic. Including merchandise and food.
Reservation Products - Reservations Products can be any product that is for a specific time and or date.
Collection Products - Collections are groups of existing products that are sold together. Things like 6 packs or gift boxes.
Gift Card Products - Gift Card products are used in association with the gift card module to sell redeemable gift cards to your customers.
OnDemand Products- OnDemand Products are fees you want to create, that can be assigned as required products on other items.
Creating Tastings
There are a few different ways to go about tracking and setting up your tasting items. Please review our full guide on Tastings, Samples, and Donations for more info.
Viewing and Editing a Product
When viewing a product, the first screen you will see if the Product Info tab. This contains information such as the name, size, retail price, and customer classes discounts.
When creating a new product, you will fill out each information field so that it can be sold and tracked correctly. If you are editing a product, you can change the information in the necessary fields. Additionally, this is where you can add a photo of the product if it’s being sold on your webstore.
Below the product information are the Discount Tiles which allow you to choose which customer classes have access to the product, and if you want to set unique discounts and pricing. If a customer class tile is not activated for the product, the discount will not be triggered. It also means that customers with that class will not see the wine for sale on your webstore. These settings will only apply to this specific product.
You can also set up product descriptions. The text you enter in the Overview section will show when a customer click on the product in your webstore. The information entered in the Summary Overview will show as a brief description when a customer is browsing products in a group.
Wine Specs Tab
This tab is where you can enter consumer and technical information on a wine product so that it’s available in OrderPort. The only requirements on this page for wine products are Volume and Alcohol %. This information will show on your webstore if you check the box at the top of the page.
Vintages Tab
If you have multiple vintages of the same wine for sale, this tab is where you can tie them to each other. This allows a customer to see each vintage at the same time on your webstore.
Coupon Codes Tab
This tab is where you can create a coupon code. A coupon code acts just like a promo code, but it will apply only to this specific product. Create the code, enter the number of units it applies to and then set the discount amount. You can create different codes depending on the number of units a member can purchase.
Click Save Changes when you are done.
Groups and Sub Groups Tab
This tab is where you will organize which groups and subgroups you want the product to be in. First, check the box next to the Point of Sale group you want the product to be in. This is where you will find it when checking out a customer in the tasting room. If you want the product available online, check the box next to the Web Store group you want it to appear in. When done, make sure to save your changes.
Please Note: If your business is using OrderPort Restaurant, you can choose a Restaurant group as well.
Loyalty Tab
If your winery is utilizing the Loyalty tool, you can choose which products customers can use their loyalty points on. In the example here, we are giving customers a discount on this wine if they use 100 points. Additionally, you can set a special price instead of a discount.
Product Status Tab
The status of a product is the main indicator of its availability to customers. There are six product statuses you can choose from.
Active: The product is currently available to purchase from any group it’s currently organized in.
Inactive: the product is not available for sale.
Coming Soon: The product will show in your webstore but cannot be purchased.
Sold Out: The product is visible in the webstore but with a note that it’s sold out.
Club Only: The product is visible online but only be purchased by club members who are logged in. In order to set this up you must also make sure the consumer class discount is inactive. Go to the Product info tab and unselect active on the consumer class. You can then choose to type a custom message as well as if you only want wine club members to see the product.
Limited Offer: The product is visible in the webstore with a message that it’s only available for a limited time. This product type allows you to require a product code for the purchase of the product. This code can be distributed by email or over the phone to customers.
Creating New Groups
Using the top navigation bar select "New Group" There are usually two types of groups: Point of Sale and Webstore. If you are using OrderPort Restaurant, that will also be an option. You will need to select what application you want this group to apply to. You can only select one application, so you may need to create multiple groups. 
Point of Sale/ Resturant
When building a new group you will need to give it a name and parent group. You can also determine if you want this group to be read-only, and what locations it is available at. The parent group will be defaulted to the correct group, you will only need to change this if the group you are creating is a sub-group. If you are making a sub group please select the parent group you want it to be under.
Webstore
When building a new group you will need to give it a name, parent group, and webstore group type. You can also determine if you want this group to be read-only, and enable the Summary. The parent group will be defaulted to the correct group, you will only need to change this if the group you are creating is a sub-group. If you are making a sub group please select the parent group you want it to be under.
Adding Products to Groups
There are two ways to access your groups. The first is by using the top navigation and you will be brought to the group's landing page. You can also use the side navigation and navigate to the exact group you want to edit. After you have selected the proper group please click the products tab. Search for products, and make sure that you have the "Not Included" option checked. Use the checkbox to the right of the products to add them. Then search for the desired products. To add or remove a product check or uncheck the box on the left-hand side of the product. Make sure to save changes when you are done.
If you would like to rearrange your products you can do so by clicking and dragging them in the list to the correct order. There are no automatic recording options at this time.
Re-ordering your groups
When you are on the groups landing page you can see all your groups listed out. From there you can click and drag your groups into the proper order. You can do the same with your products. Make sure you save changes when you are done.
Catalog Settings
The Catalog Settings section contains tools that can help you better organize and present your products. You can get here by selecting the tab from the top navigation menu.
Colors & Sizes: Here you can view/edit and add new Color and Size options for your physical products.
Image Settings: Here you can view/edit your product image sizes on the webstore. Please note these changes are live and will affect all product images on the webstore.
Product Category: Here you can view/edit and add new Product Categories. These allow you to distinguish between your items when reporting. Ex: Beer. The categories will not appear on the webstore or point of sale.
Webstore Settings: Here you can view/edit your webstore settings. If you do not want summary overviews showing for your products, choose the hidden option. If you want OrderPort to automatically remove items that are sold out, check the box. Additionally, you can choose here which location you would like your inventory pulled from when a customer makes an online order.
Inventory Tracking
Real Time Inventory Tracking is a tool that prevents an item from being oversold. This can be enabled for specific items that have limited inventory. Real Time Inventory requires that a customer complete the checkout process within 15 minutes, or the item is removed from their cart. This should not be used during a wine club release to ensure customer customizations are not deleted.
Please Note: This tool must be enabled by OrderPort Support. We currently allow up to 15 items to be tracked.