Adding a product

Use the following procedure to add a product to your inventory.
Once a product has been added, you can then define or edit its details, benefits, and advanced options.

  You can ask Monika how to add a product.

To add a product

  1. If the side menu is not visible, click

  2. In the side menu, click Inventory, then click Products.

  3. At the top-right of the screen, click Add product.

  4. On the page that is displayed, enter the relevant information as described below.

  5. Click Save.

   If you want to bundle benefits with the product, you will need to add these after you have created the product. See adding a product for more information or ask Monika.
An example of the fields available when adding a product.


The following options are available on products:




A descriptive name to identify the product. This will appear in reports and invoices and on your website if the product is set to be displayed in it.


If you operate more than one location, select the location at which you want to offer the product. If you choose a network, the product will be available at all locations within that network.


A description of the product that will appear on your website, if you choose to display the product there.


Enter the price you wish to charge for the product and the currency.

Display this product on the website

Set this to YES if you wish the product to be made available for purchase by members and contacts on your location's website.

Available as

Determines how this product can be bought (as a one-off purchase, as a recurrent purchase or both).

This product can be purchased by

Determines who can buy the product (all customers, only members, or only contacts).


Here you can enter a tag that will be used to group the product with other products with the same tag on your website. For example, you could have the category drinks, which you would apply to Espresso, Latte, Green Tea, and so on.


You can enter an internal Stock Keeping Unit (reference number) for the product here to allow you to keep track of stock more easily.

Was this article helpful?
1 out of 2 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.