Product Groups allow you to organize and manage your products efficiently. You can duplicate entire product groups (including all their products) or duplicate individual products within a group. This feature helps you quickly create copies of existing product configurations, saving time when setting up similar products or product groups.

Step 1: Access Product Groups

1. Navigate to e-commerce by clicking Go to E-commerce.

2. Go to CRM > Products in the main navigation menu.

3. Locate the Product Group or Product that you want to duplicate.

Step 2: Duplicate a Product Group

1. On the Product Groups page, locate the product group you want to duplicate.

2. Click the three-dot menu icon (Actions) in the top-right corner of the product group card.

3. Select Duplicate from the dropdown menu.

4. A modal will open with the following options:

   • Product Group Name: Enter a name for the duplicated product group. By default, it will be set to "[Original Name] - copy".
   • Rule Assignment: Choose how to handle processor rules:
     • No rule assignment: Duplicate the product group without copying any processor rules.
     • Copy all rules from original (Recommended): Duplicate the product group and copy all existing processor rules associated with the products in the group. This option is only available if you have access to Merchant Management and if rules exist for the products.

4. After selecting your options, click Duplicate without rule or Duplicate & add to rule (depending on your selection).

5. The system will create a new product group with all products from the original group. If you selected to copy rules, all processor rules associated with the products will also be copied to the new product group. You'll receive a notification indicating the success of the operation and how many rules were copied (if applicable).

Step 3: Duplicate an Individual Product

1. On the Product Groups page, locate the product group containing the product you want to duplicate.

2. In the products table within the product group card, locate the product you want to duplicate.

3. Click the Duplicate icon (copy icon) in the Actions column for that product.

4. A modal will open with the following options:

   • Product Name: Enter a name for the duplicated product. By default, it will be set to "[Original Name] - copy".
   • Rule Assignment: Currently the only available option is No rule assignment — the duplicated product won't work in campaigns until it is manually added to a rule.

4. Click Duplicate without rule to create the duplicate.

5. The system will create a new product within the same product group with all the original product's configuration. The duplicated product will maintain all settings including charge type, amount, SKU, recurring settings, and tax configuration.