To create products in your e-commerce section, you'll need to set up Product Groups first, then add individual products to those groups. This keeps your products organized and makes pricing and API integration easier.
Step 1: Create a Product Group
Click Go to E-commerce.
Go to CRM > Products.
Click the Add group button.
A New Product Group modal opens. Enter a Name for the group.
Optionally enable Group with restricted access to limit which users can use this group, or enable Allow unbundled transactions if needed.
Click Save.
Step 2: Add Products to the Group
Locate the Product Group you created on the Products page.
Click the Add Product button next to the group name.
Fill in the Product Information form.
Configure Fulfillment Options, Tax Options, and Ship from address as needed.
If Billing Type is set to Recurring, configure the Recurring Cycles Details and Retries sections.
Click Save.
Product Information
Name: The product name.
Amount: The product price.
Ship Amount: Shipping cost added to the total for the initial transaction only.
Type: The product type — Sale Product (initial charge), Upsell Product (post-purchase offer), or Shipping Product (shipping fee).
Billing Type: One Time or Recurring — only shown after selecting a Type.
Upsell: Upsell position number — only shown when Type is set to Upsell.
Product Cost: Your cost for profit tracking.
Fulfillment Options
Shippable Product: Toggle to indicate this product requires physical shipping.
Provider: Your fulfillment service provider.
External Product Key(SKU): Your SKU or external product ID used by the fulfillment provider.
Fulfillment Delay (hours): Hours to wait before sending the order to fulfillment. Leaving this empty defaults to 3 hours; enter 0 to remove the delay.
Inventory Count: Number of units in stock.
Fulfillment Cost: What your fulfillment provider charges per order.
Tax Options
Taxable Amount: The amount subject to tax.
County Tax: Toggle to enable county tax.
Local/City Tax: Toggle to enable local or city tax.
State Tax: Toggle to enable state tax.
Tax States: Select which states to apply tax in — only shown when State Tax is enabled.
Ship from address
Address 1: Main shipping origin address.
Address 2: Additional address info (optional).
City
Country
State
ZIP
Recurring Cycles Details
This section is only visible when Billing Type is set to Recurring. Use it to define each billing cycle and configure retry behavior for failed charges.
Recurring Cycles: A table of billing cycles, each with its own amount and delay. Click New to add a cycle (up to 3).
Number of Recurring Cycles: Controls how many times the cycles repeat — available after adding at least 3 cycles.
Retries
Retries: A table of retry attempts for failed recurring charges. Click New to add a retry rule.
Transaction Response Text Filter: Filter which decline responses trigger the retry logic.