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Product Manager | Virtual Terminal

Updated

Table of Contents

Overview

The Product Manager offers a unified product database designed to streamline transaction workflows. It allows you to store frequently sold items for quick recall during new transactions. You’ll learn how to define your products and packages by setting key details such as SKU, description, pricing, and other essential product information. Additionally, you’ll discover how to easily access these created products and packages when processing a transaction.

Prerequisites

The merchant's user will need to have 'Product Manager Admin' permission.

Navigating to the Product Manager

In the Merchant Portal, on the left side panel, click on 'Product Manager'.

Creating an Item

To create a new item:

1. Navigate to the 'Product Manager’ → Click ‘Products'

2. Click on the 'New Item' button.

3. Fill in the required fields and any other optional fields .

  • *Fields with a red asterisk are required fields.

4. Click 'Save'.

 Note - Taxes and discounts are applied on a per-item basis

Product Field Definitions

  • SKU (required) – A unique alphanumeric value. Must be unique across all items and packages.
  • Description (required) – Brief description of the item.
  • Category – Select a category if you've set up categories.
  • Commodity Code – Standard code used to identify goods or services. The merchant must provide this; it’s not system-defined.
  • Unit  – How the item is measured (e.g., hours, minutes, pounds, each, set, yards).
  • Cost (required) – Price per unit (e.g., $10 per yard, $10,000 per set).
  • Currency – Change the currency if multiple options are available for the account.
  • Tax – Mark if the item is taxable. Leave blank if it’s not.
  • Discount – Enter any per-item discount here.
  • Image – Upload an image from your computer. If you're using Collect Checkout, this image will appear on the checkout button.

Note: Tax and discounts are applied per item.

Editing an Item or Package

  1. Navigate to the 'Product Manager'.
  2. Click on 'Products'.
  3. Select the 'SKU' of the item you wish to edit.
  4. Make the necessary changes.
  5. Click 'Save'.

Note: If you need to update multiple items at once, use the Batch Upload feature.

Deleting an Item or Package

  1. Navigate to the 'Product Manager'.
  2. Click on 'Products'.
  3. Select the 'SKU' of the item or item package you want to delete.
  4. Click 'Delete'.
  5. When prompted with the confirmation message, click 'OK' to proceed.

Creating a Product Package

A package is a group of individual products sold together. To create one:

1. Navigate to the 'Product Manager’ →  Click on ‘Products'

2. Click on ‘New Package’ under Item Packages.

3. Fill in the SKU and Description to identify the package.

4. Select single-item SKUs from the dropdown and enter the quantity for each under the Qty column.

5. Click 'Save'.

Note - there is no limit to the number of SKUs that can be added to a package. If more or less rows are needed, use the 'Add Row' | 'Remove Row' functions.

Creating a Category

Items can be separated into Categories, or loaded into group Packages. Categories are not required to use single items or packages.

To create a category:

1. Navigate to the 'Product Manager’ → Click on ‘Categories'

2. Type in a category name and click the ‘+Add’ button.

3. Click ‘Save’.

Editing a Category

  1. Navigate to the 'Product Manager'.
  2. Click on 'Categories'.
  3. Select the pencil icon to activate the category field.
  4. Make your desired changes.
  5. Click 'Save'.

Deleting a Category

  1. Navigate to the 'Product Manager'.
  2. Click on 'Categories'.
  3. Click on the 'X' icon next to the category(s) you want to remove.
  4. Click 'Save' to apply the changes.

Where can I view my Products?

  • Virtual Terminal Processing - Merchants can view their products when they process transactions in the Virtual Terminal.
  • Collect Checkout - Merchants can quickly configure their checkout pages by adding products via the Product Manager and generating payment links
  • iProcess - Merchants can access their products when they process a transaction under the 'Sell Products' tab.
  • Invoicing- Merchants can add products when they create invoices for their customers.
  • Batch Upload Products- Merchants can add, update or delete products.

Video

Frequently Asked Questions

Can I import products using the API ? Yes, please visit our API Documentation to get started.

Can I mass import products in the Virtual Terminal? Yes, merchants can use the Batch Upload feature to mass add, edit, or update products directly within the Virtual Terminal.

Can I delete a Category that has Items assigned to it? If items are still assigned to a category, you won’t be able to delete it. You’ll receive an error message that says: “Items are still using this category.”

Can I download transactions that include products?  Yes, the merchant can configure a report to download transactions to include product information. Please visit our Report-Configuration article for step-by-step instructions.

Can I add an image to my product? Yes, you can upload an image from your computer. If you're using Collect Checkout, this image will appear on the checkout button.