Introduction

The product configurator lets you build and set up the products and services that you want to offer to your customers.

From here, you can design the plans and add-ons that each product consists of, and you can see the entire version history for each product.

This is also where you can build and publish your customer-facing Web Store, where you can immediately start selling your products.

Need to migrate existing customers over? No problem, use our handy import function, explained here.

All Products

To view all available products;

1. Log on to your account
2. Navigate to the Products tab
3. Click New to create a new product
4. Search product by name
5. Expand the product you would like to view/edit.
6. Status of the product
   1. - Published
   2. - Draft

Creating a new Product

To create a new product;

1. Log on to your account
2. Navigate to the Products tab
3. Click NEW button
   
   Here you can enter the Product Details
   
   1. Enter the product Title
   2. Select the Currency
   3. Enter the product Description
   4. Add an Illustration (optional) 
      
      NOTE: This illustration is shown at the top of the page with the product title and description. If not provided, a stock graphic will be used in its place.
      
      
   5. Click Next
      
      Here you can enter the Web store configuration
      
   6. Select the Shopping Mode
      1. Simple shopping
         Customers select a single plan and are presented with add-ons to upsell. At checkout, customers select an existing site or create a new site. Inventory is then automatically allocated to the selected site after the purchase has been completed.
      2. Advanced shopping
         Customers can select a mix of plans and are presented with add-ons per selection. After purchase, inventory can be manually allocated by logging into the portal and using the inventory management section. This allows customers to make a purchase for multiple sites in a single transaction.
   7. Enter an Advisory note (optional) - This is shown next to the purchase total to advise the customer of any additional details (e.g tax).
   8. Enter the Publish settings, URI - URI is used to generate a store web address. This should be unique for each product.
   9. Enter the Links settings - The links are shown when the user is signing up for an account.
      1. Enter the Privacy policy link
      2. Enter the Terms of service link
      3. Click Next
      
      Here you can Setup the Plans
      
   10. Setup Plan 1
       1. Plan Details
          1. Title
          2. Recommended this plan
          3. Price (monthly)
          4. Once off cost
          5. SKU
          6. Once off cost description (optional)
          7. Unit label (optional)
          8. Advisory note (optional)
             
             NOTE: Advisories are shown in the plan description to advise the customer of any extra details (e.g tax).
             
             
          9. Description
       2. Plan Inventory
          Add inventory to be allocated with the purchase of this plan. Note: certain inventory may only be available for single site purchase configurations, or in single quantities. Refer to Inventory Catalogue Guide to create new Inventory items.
          
          1. Click on the drop-down menu
          2. Search for an Item
          3. Recommended this plan
          4. Select the Quantity
          5. Click Add
             Repeat about steps to add more items
       3. Click Next
   11. Setup Plan 2 - Follow the same steps as above Plan 1 setup
   12. Setup Plan 3 - Follow the same steps as above Plan 1 setup
       
       Here you can Setup the Add-ons
       
   13. Setup Plan 1 Add-on - Click NEW to create an Add-on
       1. Add-on Details
          1. Title
          2. Recommended this plan
          3. Price (monthly)
          4. Once off cost
          5. SKU
          6. Once off cost description (optional)
          7. Unit label (optional)
          8. Advisory note (optional)
             
             NOTE: Advisories are shown in the plan description to advise the customer of any extra details (e.g tax).
             
             
          9. Description
       2. Plan Inventory
          Add inventory to be allocated with the purchase of this plan. Note: certain inventory may only be available for single site purchase configurations, or in single quantities.
          
          1. Click on the drop-down menu
          2. Search for an Item
          3. Recommended this plan
          4. Select the Quantity
          5. Click Add
             Repeat about steps to add more items
       3. Click Finish And Create Add-on
   14. Setup Plan 2 Add-on - Follow the steps on Setup Plan 1 Add-on
   15. Setup Plan 3 Add-on - Follow the steps on Setup Plan 1 Add-on
   16. Setup Checkout Add-on  - Follow the steps on Setup Plan 1 Add-on
4. Click Create
   
   

View Web Store

To view the Web Store for each product;

1. Log on to your account
2. Navigate to the Products tab
3. Find and expand the Product
4. Click View Web Store (this will open a new tab)
5. In here you'll be able to look and feel what customers see in Web Store and modify as needed
   
   

Publishing and Retiring products

Publish a product

By default, all newly created products are saved as drafts, which requires publishing.

NOTE: Published products are locked from being edited.To make changes to a published product, you will need to create a new draft version as below Create a draft version section.