Foreword Online

Ideas, information and industry news for collegiate retailers



Help Customers Find Merchandise on Your Collegiate Retail Website With inSite Filters

Posted by Liz Schulte on 5/27/20 6:30 AM
Topics: campus store website, college store ecommerce, benefits of online retail

Online shoppers expect an easy and seamless shopping experience on your college store website. Part of that is easy navigation. Many shoppers will not devote a lot of time to searching for the brand, color or size before heading to another website. Website filters help ensure customers can easily sort through your merchandise to find exactly what they want.

Help Customers Find Merchandise on Your Website With inSite FiltersCollege stores with the MBS system can easily set up inSite Filters to give shoppers a better overall experience. In a few simple steps, you can improve customers’ online shopping experience on your site. Today, we are going to go through the steps to set up inSite Filters. For a more detailed walkthrough, check out the Tidbit Tuesday videos on inSite Filters.

How to set up filters on your store’s inSite website

In Arc, navigate to Merchandise, Maintain Items and then Merchandise Filters. All of the proceeding steps can be taken from this screen.

  1. Set up filter categories
    inSite filter categories 1
    When you set up filter categories, you are creating the overall item groups that will be available to search on your site. Any category that you want to include can be created here, such as brand, logo, color, size, etc. To set up a filter category, simply:

    1. Select

    2. Fill in the category code with the name of the filter (i.e. Color).

    3. Add a description to provide more information about this filter.

    4. If you want, you can associate this filter with a specific type code.

    5. Choose the display sequence number for this category (i.e. the order you want the filter categories to appear on your site. If you want this filter to display first in the filtering options, you would use 1).

    6. Check No next to Update in inSite (You will come back and check yes, once your filters are completely set up).
      inSite filter categories 2
  2. Set up filter values
    inSite set up filter values 1
    Filter values are how you describe the options in the category. For example, if you are working within the color category, you might add yellow, red, blue, green, black, etc. These will become the options customers can filter by under this category. To set up values:

    1. Check the category you want to work with.

    2. Select Work with filter values in the column on the right.

    3. If this category has any existing values, they will display. To add a new value, select Add.
      inSite set up filter values 2
    4. Fill in the Filter Value (the word that will display, such as Blue).

    5. Add a description to provide more detail.

    6. Choose the display sequence for this value (You might want to display your school colors or most popular colors at the top).
      inSite set up filter values 3
  3. Add items to filter values
    inSite add items to filter values 1
    This lets you establish the items that are relevant to the filter value. For example, every shirt may not come in orange. This would let you customize which filter values appear. To add items:

    1. Select the category.

    2. Click Work with filter values.

    3. Select the filter value you want to add items to.

    4. Select Associate Item Number. You will see any items already associated.
      inSite add items to filter values 2
    5. Click Add.

    6. Enter item number and add as many item numbers as you would like.
      inSite add items to filter values 3
    7. If you want to set up a filter category using type code associations, select Associate type codes. For example, if you are working with the color filter value “Red,” you can add items already identified by red, dark red, maroon, scarlet, crimson, etc. to the filter value “Red” by adding you color codes as types codes. Then any item that has one of those color codes associated would appear when using the “Red” filter on the site.
      inSite add items to filter values 4
    8. If you want to add a group of items, you can under Selections. Simply add a class, vendor, season code, etc. Select the items you want to add and click Save.
      inSite add items to filter values 5
  4. Send filters to inSite
    Send filters to inSite 1
    This is the final step. Once you have the filters set up and ready to go:

    1. Change No to Yes on the filter categories next to Update in inSite.
      Send filters to inSite 2
    2. Select all the categories you have updated.

    3. Click Send to inSite.
      Send filters to inSite 3

Within a few minutes, the filter options will be available on your website. You can easily update your filters as necessary and keep your website fresh and easy for students to use.

 

Find out how MBS can help you reduce overhead, save students money and  streamline operations with a tailored retail management system. Learn More

 

Article comments

Subscribe for updates

Share your experience

Contact our editorial team to set up an interview or to contribute a guest post.

Most popular posts