Building Packages for NextGen
Overview
First, create products the studio will be ordering using NextGen created in NextGen.
Then create packages in NextGen of those products
Last, build the package favorites in ROES of the products named using the corresponding Lab Product Codes entered in NextGen
Video below (and here) with details
Things You'll Need:
Listing of all studio products with a Product Code (e.g. MM, A, B, etc.)
List of all Packages the studio will use
Basic understanding of ROES Events (see video here)
Build Products in NextGen
Login to Next Gen
Select My Account
Select Products
Select New Product
Find the appropriate product that matches the item the studio is offering
Enter the Studio Product Code and the Lab Product Code
Easiest to remember if the code matches for both
The Package Favorite in ROES will be named using the Lab Product Code entered
Enter the cost which is the cost from the price guide
Enter the price which is how much the studio is charging
Select Save
Do this for all products being offered
Build Packages in Next Gen
Select Packages
Select New Package
Enter the package name and the discount associated with the package
Select the products that are within the Package
Select Save
Do this for all packages being used
Build Favorites in ROES
Open ROES
Select Create Order
Select the appropriate catalog from the drop down (most likely Volume Packaged Prints)
Find each product created in Next Gen and save it as a favorite named the Lab Product Code
Associate Fields in ROES Events
It's easiest to do this with a completed job from Next Gen or test job, but you can download an example job here
Create an Event in ROES and import the Next Gen CSV and associate images
See Video Here for instructions
Click on Associate Fields to associate the appropriate Image Fields from the CSV to the Favorite Products
Associate the appropriate fields to the corresponding products
Review your job to check for errors