All Products
Products are displayed/purchased through the website and
include merchandise, downloads, donations, fees, recurring fees,
account payments, and memberships and renewals.
Products are organized in one or more Product Groups.
Product Groups are referenced by Catalog Pages to display the
Products on the website.
In addition, if you want to allow any Products to be purchased through your website, you can
also add these Products to any Product Groups that are referenced by any Order Form Pages,
allowing Customers to add the Products to their
Order/Cart and checkout.
Products can also be "taxable", based on the Customer's billing
state/province and country. (If you also sell to non-profits or
resellers, you can allow each Customer to declared their tax-exempt
status and waive taxes using the optional "Tax-exempt" Site Setting).
Products can also be "shippable", and you can charge shipping
fees based on what is ordered and where it is being shipped.
You can also define where the Product can and cannot be
shipped, and within the time frame specified by the Customer.
Products can also be "commissionable", and a percentage can be tallied for the Affiliate that referred the Customer.
Products can also be setup to charge a recurring payment to the
Customer's credit/debit card automatically through a supported payment
gateway.
Products can also grant access to any Private Folder upon a successful Order.
Products can also add Customers to a specific Contact Group upon a successful Order.
Products can also add days to the Customers Membership Expiration Date upon a successful Order.
Products can also require a custom Product Form for any Product (and/or quantity) before an Order can be submitted.
Viewing Products
To quickly find a Product, enter a keyword and click "Search".
All
Products that have the matching keyword within any of their fields will
be displayed. Be sure to click "Clear" to reset the screen to
show all Products.
To quickly find a type of product, such as recurring or donation products, use the "Product Type" pick list to show only the products that you want to see.
Select the Product and click to view the Product's properties.
Creating Products
Click on "Create Product" to create a new Product.
TIP: If you want to start with a copy of an existing Product, select
the Product you wish to copy, then click "Duplicate" from the Edit
Product screen. A new Product will be created and all Product
fields will be duplicated into the new Product, ready for you to edit.
Importing Products
To import and create many Products at one time, click on
"Import Products".
Editing Products
Select the Product and click to edit the Product's properties.
NOTE: Editing the Product does not affect the Product Groups that
display the Product.
Exporting Products
You can easily export any or all Products to your local computer that can be opened with a spreadsheet program (e.g. Microsoft Excel).
Filter the Products view until you have all of the Products you want to export, and click on "Export Products" to download a CSV file.
Exporting Products allows you to export Product data into an external system. It also allows you to update Products offline and then import the updates via the "Import Products" feature (e.g. update inventory levels).
Deleting Products
Select any Products you want to delete, and click on "Delete Selected".
WARNING: Take care when deleting Products, there is no undo.
Once you confirm the deletion, the Product is gone!