How to Create Products

Creating products or services allows customers to purchase them.

Example: A hosting company might sell starter hosting services.

Creating a product involves five key steps:

1. Build a category hierarchy.

2. Add products within categories.

3. Set product billing.

4. Customise product options.

5. Set product attributes.

Access the product catalogue

1. Log in to the Upmind dashboard.

2. Access it from the dashboard by clicking on Store Catalogue.

3. You can also click Settings and select the Product Catalogue tile under Products and Promotions.

Creating categories

Categories help you organise your products and can be edited at any time.

Add a new category

1. On the Product Catalogue page, click Add New.

2. Choose Products category.

3. Enter a unique category name.

4. Add a category description (visible to website visitors).

5. Click Create.

The new category appears in the catalogue.

Create subcategories (Optional)

When adding a category, check the Subcategory box to create a nested category.

The default setting is do not create a standalone category (box unchecked). Keep it as is to avoid creating a subcategory.

To create a subcategory:

1. Select a parent category from the dropdown or create a new one.

2. Add a description.

3. Click Create.

The catalogue shows the category hierarchy.

Creating products

You can add products in two ways:

1. Click Add New > Product on the Product Catalogue page.

2. Or, click the three-dot menu next to a category and select Add product.

3. Choose Single product (default) or Product bundle.

4. Complete the product fields (name, descriptions, etc.).

5. Click Create.

The Product Details page displays the category and product name.

Adding product details

On the Product Details page, you can add or edit product info:

• Product Description: Detailed information about the product, such as features and benefits. Longer text supported.

• Product Short Description: A concise description up to 130 characters to grab attention.

Uploading images

You can add up to 10 images per product to enhance its presentation. Click the upload area to select images. The first uploaded image becomes the default.

You can also change the default image by hovering over the thumbnail and clicking the star.

Learn about suggested image sizes.

Uploading icons

You can also upload icons to catalogue products and categories.

Bulk order permissions

You can customise bulk order settings. By default, bulk ordering is disabled, so customers must add items individually to order multiples.

To allow bulk orders, choose an option and click Save.

1. Click Yes to enable bulk orders.

• If you select Yes, customers can adjust quantities on the order page.

2. Optionally, click Yes and set a multiples of number to define the minimum order and rate of change.

On the order page, the minimum quantity reflects this setting, and quantities increase or decrease by these increments when customers use the plus (+) or minus (-) buttons.

Limit order quantity

This setting controls the maximum quantity a client can purchase. By default, there’s no limit, but you can enable it to set a purchase cap.

Product store link

Upmind generates a shareable product store link:

1. You can find it in the Admin Area under Product Details.

2. Customers can generate a link to the product with the Share button in the Client Area.

Product codes

Assign product codes in Product Details > Advanced Settings for reporting and easy identification. Codes are free-form.