CasperVend 2/Profiles and groups

Introduction

Profiles specify which products show in a vendor, and the default profile shows EVERYTHING (that you haven't excluded via the product options). So, in order to have only certain products showing in a multi-panel vendor, you need to create a profile containing just those products that you want in that vendor.

Profiles are applied on a per-vendor basis. You can have many vendors out, each with their own profile.

Groups are a sub-category of profiles that allow you to group products together within a profile. For example you can set up individual products (such as a tuxedos, gowns shoes, and casual wear) and then group those products into groups (such as "mens formal", "womens formal", "footwear", etc.) and then put one or more groups into a profile (such as adding the "mens formal" and "womens formal" groups into a profile called "formal wear") and point a multi-panel vendor to that profile.

Profiles can be applied directly to a vendor, but groups cannot. You must put a group within a profile, and then point the vendor to that profile.

Profiles

Creating a New Profile

Image of profile setup screen. Click to see larger version.

1. Log in to the website
2. Go to the "profiles" tab
3. Click "Create New"
4. You'll be taken to a screen with two white boxes
5. Select a product from the left white box that you want to show in the vendor, and click the [-->] button. This will add the product to the profile. Repeat with each additional product you want in the profile.

There is currently no way to select only several of the products. You can only move one, or move them all, nothing in between.

1. When you're done, click "Finish". Your profile is ready for use!

Editing an Existing Profile

When you want to edit an existing profile, any vendors which are currently set to that profile will be updated to show the current selection of products automatically when you are done. To edit an existing profile, use the following steps:

1. Access the vendor configuration page, by clicking the (C)asperVend logo in the bottom left hand corner of the vendor.
2. Switch to the "Profiles" tab on the left hand side.
3. Find the profile you wish to edit, and click [Edit] next to it. You'll be taken to a page with two white boxes.
4. Select a product from the left white box that you want to show in the vendor, and click the [-->] button. This will add the product to the profile. Repeat with each additional product you want in the profile.

There is currently no way to select only several of the products. You can only move one, or move them all, nothing in between.

1. When you're done, click "Finish".

Using an Existing Profile On Multi-Product Vendors

For scrolling, multi-product vendors, you need to create a full profile. If you only select a single product on a multi-item vendor, you'll see the same product across all the vendor panels.

If you have already created a profile, you can assign it to more vendors. This can be convenient because it means if you change the profile in future, all vendors which are set to that profile will also be updated.

1. Access the vendor configuration page, by clicking the (C)asperVend logo in the bottom left hand corner of the vendor.
2. Look for the configuration option "Profile", and click [Change] next to it.
3. Simply select the profile you want to set to the vendor, then click [Save].
4. The vendor will then be updated to use your new profile within a couple minutes!

Groups

When you go to create a profile, you can add in individual products, or one (or more) groups, or both. Then a vendor can be pointed to that profile. Groups cannot be added to a vendor - only single products or a profile.

Creating a New Group

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Because group names will appear in the product list along with your other products, you should give your groups a consistent beginning to the name to sort them to one findable place in the list - you could start the group name with "Group - "' for example.

1. Log in to the CasperVend website
2. Click "Groups"
3. Click "Create New Group"
4. Enter a name for the new product group in the text box and then click "Create"
5. You will be presented with a pair of white boxes, the left one showing your existing products, and the right one starting off empty.
6. Select the products you want to have in this group. Click to select one product, then click the --> right arrow to move it to the box on the right side. You can only move one at a time, or all of them at once.
7. When you are done, click finish. Your group is complete!

There is currently no way to select only some of the products. You can only move one, or move them all, nothing in between.

Adding a Group to a Profile

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When you want to add a group to an existing profile, any vendors which are currently set to that profile will be updated to show the current selection of products - including the grouped products - automatically when you are done. To edit an existing profile, use the following steps:

1. Access the vendor configuration page, by clicking the (C)asperVend logo in the bottom left hand corner of the vendor.
2. Switch to the "Profiles" tab on the left hand side.
3. Find the profile you wish to edit, and click [Edit] next to it. You'll be taken to a page with two white boxes.
4. Select a product from the left white box that you want to show in the vendor, and click the [-->] button. This will add the product to the profile. Repeat with each additional product you want in the profile.
5. When you're done, click "Finish".

There is currently no way to select only some of the products. You can only move one, or move them all, nothing in between.

Setting Discounts on Profiles

Discounts on profiles will give all customers (not just group members) a discount off the regular price of everything in that profile. (The "regular price" is the price you set in the product listing.)

1. Log in to the website
2. Go to the "profiles" tab
3. Find the profile you want to offer a discount on, and click "Edit" next to it
4. You'll be taken to the profile screen with the two white boxes
5. Above those two white boxes are three checkboxes
6. Tick the box for "Discount all items in this profile by ____%" and fill in the % discount
7. Click finish
8. All set!

Setting Price Overrides on Profiles

Price overrides on profiles will override the product pricing of everything in that profile, making them all cost the amount you put in the little box. Be absolutely certain you want to do this, especially if you have an expensive build in the profile that you don't want sold at a really cheap price.

1. Log in to the website
2. Go to the "profiles" tab
3. Find the profile you want to offer a discount on, and click "Edit" next to it
4. You'll be taken to the profile screen with the two white boxes
5. Above those two white boxes are three checkboxes
6. Tick the box for "Override the price of all products in this profile to L$___" and fill in the override price
7. Click finish
8. All set!

Not What You Were Looking For?

If this doesn't answer the "How do I...?" question you have, perhaps you need the page on setting a storewide sale or the one for vendor discounts instead?