The Products page contains a list of all products created by you or your boarded merchants. You can search for an existing product in the table, add a new product, or access more information about a specific product. Products include items or services that you charge frequently or would like to notate in your invoices. New products are added to this page once new invoices are made, or if your merchant adds a new product to the portal. You can also add products manually to the page.
Navigate to the Products page by clicking Products under Forms in the left hand navigation panel.
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Products TableThe Products table contains a list of all products sold through your merchants, and includes the following information in the default setting:
Products Table ActionTo access more information about a product listed in the table, click any information in the row of a specific product to open the Product Details page. Add Product ButtonTo add a new product to the table, click the ADD PRODUCT button located in the top right hand corner of the page to open the Add Product lightbox. Enter the descriptive information, and click ADD to add the new product, or discard your changes and return to the previous page by clicking CANCEL. |
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Click the links or items in the page to access any of the following pages:
conglomeration of every product created by all Mer under you. Mer can create new products. Lists what the mer created, you can see details if you click on a line in the table.
If there are items or services that you charge frequently or would like to notate in your invoices, you can manage them on the Products menu page. New products are added to this page once new invoices are made (if the product doesn’t currently exist on the Products page), but you can add new products by clicking on the +Add Product button located at the top right of the page.
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Adding a Description or Code for the product is optional, as the only fields of importance are the item Name and its Price.
To edit or modify any existing product, click on any of the bold content from the Name, Price, Code, and/or Description columns in the list, or click on the X to delete that product from the list.
If you opt to edit a product, you’ll notice that it has an ID and Login along with the Product Name, Price, Code, and Description fields:
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