1. Add component details
To get started, we need to create a component.
- In the Operator Portal, navigate to the Catalog zone.
- Click on the Components tab.
- On the Components screen, click the "+ New Component" box.
The Add Component screen is displayed. - Where it says "Component Name", enter Room Cleaning.
- Ignore the description for now. You would enter a short paragraph describing the component and its options for the customer.
- Upload a suitable 'Cleaning' related image. Recommended size is 140 x 79 pixels. We've prepared a suitable image for you:
- Right-click on: Room Cleaning Image, select 'Save Link As...' and save this image to your desktop.
- To upload, on the Add Component screen click 'Choose File', browse to the image and upload it.
- In the Category dropdown, select "Cleaning & Maintenance". Categories are used to assist with managing the Requests list when the orders are generated.
- Ignore the Supplier dropdown for now. You would use this to associate a supplier with the component.
- Ignore the Property Required tickbox. If ticked, the customer would require a registered property in order to purchase the package.
- Click Save (scroll to bottom of page).
At the end of this task, your screen should look like this:
2. Add some variations
 | Keep the variation name short (e.g. "Cleaning Type") and use the variation description to provide the context ("What kind of cleaning service would you like?"). We do this because the variation name (and the variation options) is displayed in the customer's purchase summary. Keeping it short makes it easier to read and understand. In this tutorial, the purchase summary for this component will be displayed as: "Number of Rooms - One room". |
Let's provide some choices to our customer using variations. We will expand our 'Room Cleaning' component to include a 'Cleaning Type' Variation.
- Click Edit Component.
- Under 'Component Variations', click the Add variation link.
- Where it says "Variation name", enter: Cleaning Type.
- We use a description to describe the variation to the customer. Where it says "Description of this variation", copy and paste:
What kind of cleaning service would you like? Basic will ensure a substantial clean. Standard includes cleaning of light fittings and blinds. Deluxe includes full steam cleaning and pest control treatment.
Next, we will add some options to our "Cleaning Type" variation. We need at least two to present a choice to the customer. For our "Cleaning Type" variation we will provide three options: 'Basic', 'Standard' and 'Deluxe'.
Add the following Variation Options:
- Where it says "Variation option name", enter Basic
- In the second row where it says "Variation option name", enter Standard
- Click "Add Option" to add more Variation Options.
- In the third row, where it says "Variation option name", enter Deluxe.
Your Add Component screen should now look like this:
- Click Save.
3. Multiple Components (Quantities)
Now we'll specify an order quantity. This enables the customer to select the number of "Room Cleaning" components they need as part of the package purchase. We'll add a 'Number of rooms' quantity.
- Click Edit Component.
- Tick the 'Quantities' heading on the Add Component screen.
- Where it says "Description of this quantity", enter Number of Rooms.
- Where it says "Min", enter 1. This is the minimum quantity the customer can select.
- Where it says "Max", enter 10. This is the maximum quantity the customer can select.
- Where it says "Unit", enter room. This is a description of the unit of measurement.
Your Add Component screen should now look like this:
- Click Save.
4. Add Customer Supplied Information
Now we'll set some questions for the customer that will help us provision the package to them. In this case we need to know their address and what time would suit them for the cleaning service to occur.
When you add a Customer Question, it creates a form field in the Store Wizard which the customer completes at the time of purchase. When the package is purchased (as part of a package), an order is created that will contain the completed Customer Questions.
- Click Edit Component.
- In the Customer Supplied Information section, click the Add question link.
- Where it says "Field name", enter Visit Time. This is the name of the field as it will appear to the customer.
- Where it says "Description if this field", enter What time would suit you? This text is displayed to the customer to assist them in understanding the question.
- Tick the "Answer is mandatory" box. This means the question must be answered for the customer to proceed. You would make this optional if the answer was a 'nice to have'.
- Ensure the "Customer enters" - "Any text" is selected in the dropdown. This means the customer will enter free text to answer the question.
Your Add Component screen should now look like this:
- Click Save. Your Draft Component should look like this:
You've just added your first component. In the next step, we'll create a package.
Next step: 2. Add Package.