Adding a new product to your CRM is simple. This guide covers everything from entering product details and adding images, to setting up pricing and inventory. You'll also see how to use labels and SEO information to make your products easier to find. Let's get started.
Head to the Payments tab in your CRM and click on the Products section at the top.
You'll see a blue Create Product button in the top right. Click it to begin adding a new product to your account.
Product Information
Start in the Product Information section. Here you can choose whether the product should appear in your Online Store by toggling the switch.
Product Name and Description
Enter the name of your product in the Title field, then add any further detail in the Description field.
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. You can also 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.
Then, select a relevant tax category for automatic taxes from the dropdown. If configured, the category chosen in your global tax settings will be displayed here.
Scroll down to add applicable taxes from those already set up in your account. Here you can specify 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.
Product Image
You can enhance your product listing by adding an image or video. For best results, use images with a resolution of 1024 x 1024 pixels, and keep videos under 10 MB. Supported image formats are PNG and JPG.
You can add multiple images to a product and organise them however you like for customers to see.
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.
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.
General Options
Enter a value higher than your price to display a markdown in the Compare-At Price section. This price is shown with a strikethrough (e.g: $25.00)
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.
Enable the Add Margin option to define a cost price and a margin for every product price or variant, which helps you calculate profit by specifying either the cost price or the margin amount/percentage.
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
Click on Add Variant to set an offering for different versions of the same product.
- Set the type of variant by giving it a title.
- Add the different options you have by adding values.
- 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 discoverability for new customers and your online presence by giving it a 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 to 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.