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Manage items

Add new item

Items are products or services that are intended to be quotable. It can be a product page or any page where you would like to place the quote request button. 

In order to add a new item do the following:

  1. Go to the Dealia admin panel and click the “Items” tab.
  2. Click on the “+ Add new item” button.
  1. The pop-up window displays. It includes the form with the following fields: 
  • Item URL – here you need to paste the link to the page that should have the quote request button displayed. Click the “Fetch button” visible next to that field. Usually it automatically populates the rest of the fields (except for the form field). If it doesn’t, or the auto-populated data is not correct you can manually adjust or add the missing data.
  • Item name – the product or service name.
  • Form selected for this item – choose a form that you’ve previously created in the Forms tab. It should be a form that will collect all the required information from the customer needed to prepare a quote. This form will display on the page once the customer clicks the quote request button.
  • Choose images – if not automatically fetched, you can upload or drag and drop any image in the standard format that is below 2MB. You can upload many images at the same time. 
  1. Once all fields are filled, click the “Save changes” button.

The new item should display on the item list.

Edit item

You can edit an item by doing the following:

  1. Go to the Dealia admin panel and click the “Items” tab.
  2. In the item list there is an “Actions” column which has an “Edit” button. Click it to edit the chosen item.
  1. After all is updated click the “Save changes” button.

Assign form to an item

The form can be created in the Forms tab. It will display on the given product once the quote button is clicked by the customer. Only items that have any form assigned will have the quote request button displayed. 

You can assign a form to an item by doing the following:

  1. Go to the Dealia admin panel and click the Items tab.
  2. In the item list there is a “choose form” column. Choose a form from the drop down list and assign it to the item of your choice.

Alternatively you can change a form by clicking the edit button, but the above option is much quicker.

Item search options

Once you have a long list of items, you can search and sort it to easily find what you are looking for. There is a bar just above the items list which includes: 

  • Search box – you can search items here by name.
  • Sort – this is a drop down that allows you to sort the items alphabetically, from A to Z or from Z to A.
  • Form – this is a drop down that includes the list of all the forms that you’ve created. You can sort here the items by the form that they have assigned.

Delete a single item

You can delete an item by clicking the drop down arrow next to the “Edit” button. Then you will see a pop up where you need to confirm that you wish to delete the selected item.

Delete multiple items

In order to delete more items, you can use a tick box next to the item and select multiple items there. Then the panel with the “delete selected” button will display. Click on it and confirm that you would like to delete the listed items.  

You can use search to find the items that need to be deleted.

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