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UB Marketplace Setup Procedures
Steps and procedures for setting up products in UB Marketplace for registered users granted vendor or store access. A product should be a physical product, an event or a service.
On this Page
Add or Edit a Product
- Click Administration at the top of the page to open the left menu.
- Click Catalog to open the dropdown, and then click Products.
- Click Add New to add a new item, or click Edit in line with an item you would like to edit if it already exists.
- Type your Product Info, Price, Shipping, and Inventory in the associated text fields, add a UB-approved image tile and Mappings.
- Click Save and Continue Edit.
First time logging in?
You will need to switch the view from Basic to Advanced by unchecking Basic.
Field | Description |
|---|---|
Product name | Name of your product, event or service. |
Short description | A short description of your product. |
Published | This must remain unchecked until a product is complete and has all proper approvals. |
Product tags | Select the product category provided to you. |
Allow customer reviews | Consider unchecking this for one-time events. |
Field | Description |
|---|---|
Price | Amount to charge the customer for a product. |
Tax Exempt
| Determines whether tax will be charged at checkout. Please contact the appropriate expert if you need to charge tax. |
Tax Category | Select an item from the drop-down, if you are selling a taxable physical product. |
For information regarding taxable and exempt property and services, see NY Tax Bulletin ST-740.
Field | Description |
|---|---|
Shipping | Uncheck this option unless you will be shipping the product. Please contact the appropriate expert to set up shipping options. |
Field | Description |
|---|---|
Inventory method | Select Track inventory if the number of available spaces or products is limited. |
Stock quantity | Enter the number of spaces or products available. The product or event will be automatically removed from UB Marketplace if sold out. |
Display availability | Checking this will allow customers to see how many spaces or products are remaining. |
Minimum cart qty | Minimum number of products a single customer can purchase. |
Maximum cart qty | Maximum number of products a single customer can purchase. |
Not returnable | Checking this will prevent a customer from submitting a return request for this product. |
Field | Description |
|---|---|
Upload a File | Click to upload the UB-approved image tile for your product. |
Alt | Enter "Null" for image tiles unless they are images of physical goods. For physical goods, add appropriate alt text describing what appears in the picture in detail (e.g. UB blue water bottle with Buffalo Bulls spirit mark in white). |
Title | Title of your photo. |
All products in the UB Marketplace must contain an approved image.
Adding an Attribute to a Product
- Under the Product attributes section, click Add a new attribute.
- Select an attribute from the Attribute drop-down menu that is the best match for your purpose.
- Use the Text Prompt, if needed, to adjust the text that will appear to the customer.
- Check the box to make this a Required field for the customer to respond to.
- Select a Control Type.
- If needed, select Display Order and Minimum and Maximum Length.
- Click Save.
Attribute Guidelines
- Products only need a name attribute if the registrant's name may differ from the billing name.
- Conditional attributes are configured to only display if a customer selects a specific value in a different product attribute. Please refer to the Help section within Marketplace, or contact the appropriate expert for assistance.
Field | Description |
|---|---|
Is Required | Will toggle whether the attribute is required or not. |
Control type | The type of control for user input: textbox, drop-down list, checkbox, etc. |
Default Value | If there is one, enter a default value that will auto-fill in this field and be visible to the customer. |
Display order | If there will be more than one product attribute, enter a number to choose where in the list the attribute will be displayed. |
Minimum and Maximum Length | If there is a set number of characters to limit this field to, select the appropriate number. |
Obtaining a UB-Approved Image Tile
Submit a VPFA Content Request Form to request a UB-Approved UB Marketplace image tile.
- Navigate to the VPFA Content Request form.
- Type your name and select your department and unit (if necessary).
- Type a brief description for your image for "Please briefly describe your request." If you don't have a specific image in mind, please include as much information about your product as possible.
- Select Graphic Design for "Which category do you feel best fits your request?"
- Select Marketplace Tile (Web Only) for "Which of these do you feel best fits your request?"
- Select Not Needed for "Would you like to have a meeting to discuss your request?"
- Provide any optional additional information or click Submit.
Once you submit the form, a content specialist will create and email the file to the supplied email address. Depending on demand, turnaround time is typically two to five days.
Contact an Expert
Erin Guiffrida
IFR, Revenue Accounting and Treasury Management
Financial Management
Phone: 716-645-2601
Email: ubs-marketplace@buffalo.edu
Leah Kerr
IFR, Revenue Accounting and Treasury Management
Financial Management
Phone: 716-645-0232
Email: ubs-marketplace@buffalo.edu