In today's digital age, it's really important for businesses of all sizes to be online. Having an online store is a great tool that helps you grow your business and reach more customers.
By making it easy for customers to buy things on your website, you can make more sales and make your customers happier.
In this article, you’ll learn how to update your available inventory that your customers can pick from in your online shopping cart.
This article is Step 2 in setting up both Basic and Premium DocketShop. If you haven’t already read Step 1, please click here.
Before You Start
Here are a few things to know before you continue:
- You must have Admin or Office Staff permissions in order to set up DocketShop.
- You must have a phone number in your Docket profile.
- You must have at least one asset in your Docket account.
- You must have at least one pricing template set up or your pricing matrix imported into your Docket account.
- You must be set up with an online payment processor.
- DocketShop is separate from a website and cannot be used without one. Docket provides website services if you don’t already have one. To learn more, click here!
Please Note: It’s very important to add your assets and pricing templates or pricing matrix into Docket BEFORE having us activate your DocketShop subscription.
DocketShop automatically pulls in your asset inventory and pricing ONCE when it’s first activated. Moving forward you’ll need to manually update your assets and pricing information, so make sure you have most of the work done beforehand!
Access Your Inventory
Because activating DocketShop automatically pulls in your assets and pricing information, it’s a good idea to double-check that the assets and pricing available in your shopping cart are what you want to offer.
To review the assets, click into Online Booking towards the top of your left-hand menu.
Once you’re in the DocketShop editor, click into Products.
This will show you all the available assets that were automatically pulled into DocketShop upon activation along with some customization tools.
- Products is where all your individual assets will be listed.
- Fees is where you can add any fees you regularly charge for the list of products in this set, like fuel surcharges.
- Attributes will show your Category (dumpster type) and Size information. These will automatically fill out with the necessary information upon DocketShop activation.
- Variable Pricing Factors only apply if you’re using a pricing matrix. If you’re just using pricing templates in Docket, this setting can be ignored.
- + New Product Set allows you to create 1 additional set, or list, of products. With Basic DocketShop you can have 2 total sets of products, the first of which is automatically created upon activation. With Premium DocketShop, you can have an unlimited number of product sets.
- Product Set is how you’ll toggle between your product sets if you have more than one.
- Properties is where you can rename the default ‘Dumpster’ label for your product sets. You can also choose how your assets are shown to your customers during online booking, either Separated or Stacked.
You can also choose how your assets are shown to your customers during online booking using the Presentation drop-down shown above. Assets will show as either Separated or Stacked.
- Actions enables you to quickly duplicate, copy, import, or delete a product set.
Add or Edit DocketShop Inventory
Because DocketShop only pulls in your assets and pricing information once upon activation, you’ll need to manually update your available inventory if you add, remove, or edit an asset or its pricing details.
Before you add a new product into DocketShop, you’ll need to add it as an asset to your Docket account. Click here to learn how to do that if you need help.
Please Note: If you add an item or a service as a DocketShop product you need to also add it as an asset under the Assets tab so your order intake team is able to create tasks for it properly.
Once the item exists as an asset you can add it as a product in DocketShop.
- Click on the green + icon to the right of the Products title.
TIP: If your shopping cart is already live on your website, you’ll probably want to enter in the new product’s details before displaying it to your customers. To hide this new product until it’s ready, ‘Inactive’ at the top and then click ‘Save Changes’.
- Select the appropriate Product Type: Rental/Purchase, Job, or Supplemental.
- Add an image of the product so customers can visually see what they’re requesting. This can be a stock photo or an actual photo you snap of the bin.
- Give the product a name, like 30 Yard Dumpster. Potential customers will see this when using the shopping cart so we recommend using names that are easily recognizable and use the same format.
- A Subtitle isn’t required, but can be helpful for showing additional information about this specific product.
- Select the Category and Size of the product, if applicable. If you’re adding a product rental, like a dumpster, selecting the Category and Size is required.
- Enter any notes about this product, like weight or material limitations.
- Decide if you want the product’s Description shown at all times or if you want customers to have to click on a product to view its description. We suggest leaving the description hidden so customers don’t have a cluttered experience.
- We suggest leaving the Button Text on the default “+ Add to Cart”, but you can change this to something like “Request Item” if you want to field requests and don’t allow direct booking/charging.
- We recommend adding a brief description of the product or service, but it’s not required.
- If you’re using a pricing template for this product, you’ll need to enter the SKU number that was automatically created for that pricing template. This tells Docket to link the DocketShop product you’re adding to the pricing information you previously set up. You can find the pricing template’s SKU by clicking on the template name and scrolling to the bottom of the Details tab.
Don’t forget to click the blue ‘Save Changes’ button at the top!
Step 3 in setting up DocketShop is to set up your pricing and servicing details. Click here to jump to the next article.
If you have any questions, please reach out to our Support team through the green chat widget on the bottom right of this page or by sending an email to firstname.lastname@example.org!