Creating new products within your CRM is a straightforward process that allows you to effectively manage and showcase your offerings. This guide will walk you through the essential steps, from entering product details and enhancing listings with images to configuring pricing and inventory options. Additionally, you will learn how to optimize your product’s visibility with labels and SEO information, ensuring that your offerings are both appealing and easily discoverable by customers. Let's get started on adding your new product!

Start by visiting the Payments tab in your CRM, and click on the Products section on the top. 

You will see a blue button that says Create Product on the top right of the page. Click that button to initiate the process of adding a new product to your account.

Product Information

Begin in the Product Information section. First, you can choose whether the product should be included in your Online Store, or not by toggling the switch.

Product Name and Description

Start by entering the name of your product in the Title field. Next, provide any additional information or a detailed description of the product in the Description field.

Product Image

Product Labels

Showcase your products by adding ribbons with Product Labels. This will let you highlight the product you want to make the star of the show. Click the box to enable it, the Content will be the text shown in the ribbon, additionally, you can make the ribbon show for a limited time by setting the Visibility Duration.

Product Collection and Taxes

You can add the product to your collections by clicking on the drop-down menu and selecting the collection it belongs to. 

Scroll down to add applicable taxes from those already set up in your account. You can configure these options based on your preferences, specifying whether the products are tax-inclusive or tax-exclusive. By default, new products will have the “As per Global Settings” option selected, which you can change to either Tax Inclusive or Tax Exclusive. "As per Global Settings" means the tax configuration you set in Payments > Settings will be automatically applied.

If the tax setting is set to "As per Global Settings," this ensures that any future changes to global tax settings will automatically apply to these products. However, users can modify this setting to either Tax Inclusive or Tax Exclusive, which will override the global settings. Once changed, the product's tax preference becomes independent of global settings, meaning the selected tax option will remain in effect, even if global settings are later updated.

Additional Product Options

Add additional information related to your product by clicking the Additional Options button.

Statement Description

Here you can add a description that will show up on your customers' bank statements.

Pricing

In this section, you can define the pricing type and amount to charge.

Pricing Information

Provide detailed pricing information, including the product name, price, currency, and whether it is a one-time purchase or a recurring subscription. For free products, enter "0" in the Amount field.

Compare-At Price

Enter a value higher than your price to display a markdown. This price is shown with a strikethrough (e.g: $25.00)

Additionally, you can decide whether to track your inventory by toggling the Track Inventory button. When this feature is enabled, you can specify the quantity of products in stock and determine the course of action when inventory is depleted.

Recurring Payment Options

If you have selected a recurring payment model, you must select when your customer should be billed for this product. You can choose; Daily, Weekly, Monthly, Yearly, or even a custom period. Optionally, include the number of days for a trial period, the total number of payments required, and a setup fee.

Additional Payment Options

Click the Additional Options button to enter a price description, or link the product to a membership offer.

Price Name

If you have multiple prices for a single product, you will be prompted to enter a price name to distinguish between the prices easily.

Variants

Here you can set an offering for different versions of the same product, for that click on Add Variant.

1- Set the type of variant by giving it a title.

2- Add the different options you have by adding values.

3-Once satisfied with the options, click “Done” to set them.

When offering variants you can set different prices for them as well as track the inventory of each option you offer.

Search Engine Listing

You can add SEO information for your products to improve the discovery process for new customers and your online presence by giving it the title, description, and specific handle of your preference.

Create New Product

When you are ready to create your new product, click this button. Your new product will appear in the list of products in the payments section.

📌 Note:

• It is recommended that you use our platform as the system of record for products and prices. Any updates made within the system will sync with Stripe/Paypal automatically. 
• Don’t make any changes on Stripe/Paypal for the products and prices created from our system. The “Created by” entry on the metadata section will have “LeadConnector” if the product or the price is created by our platform.
• If you directly update the product or price on Stripe/Paypal, that will create a new product in our system instead of updating it.