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Step 1. Begin by creating Product Categories this will allow you to organize products by clicking on the green + Button.

Step 2. Click on Add Product

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Step 3. Input the information about your product.

  • Product Name- The display name the product will be shown as in the CRM.

  • Client Id- The Client ID that is provided.

  • Product Category- Is the category you want the product to go in.

  • Product Description- Describe what your product is.

  • Fulfillment House- The Fulfillment House that is responsible for shipping this product.

  • Fulfillment Type- Whether it is standard or a no ship product.

  • Fulfillment Delay- This will delay when the Fulfillment House receives the notification to ship this product.

  • Membership Club- If you are using our Custom Club or a 3rd party membership service then apply that here.

  • Product Sku- The sku the fulfillment house has so that they can track what they are shipping out.

  • Qty Per Order- The quantity of the product being shipped.

  • Product Cost- How much the product actually cost. (Not the price customers are paying)

  • Shipping Cost- The cost to ship out the product.

  • Weight- The weight of the product.

  • MSRP- Manufacture suggested retail price.

  • Qty Available- Sets inventory available for the product. Will diminish as product is purchased and is reflected on Inventory Report

Step 4. Once the credentials are filled in, click on the

'Create Product' button to complete the product setup.

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Below are some additional options that can be done with the product set up.

After creating your product click the Edit Button.

  • Add an Image to your product.

Note: Image size has to be under 3MB in size as well as under 1000 x 1000 in dimension.

  • Rotations- You would use this setting when you need to send different products depending on the recurring cycle a customer is on.

Ex. If you need to send Anti Aging on Cycle 1 but want to send Anti Anxiety on Cycle 2.

  • Combinations- You would use this setting when you need to send multiple products.

Ex. If you sold a bundle were someone could get Anti Aging and Anti Anxiety together for a discounted price.

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Below are the articles related to adding your products!

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