The Products section is an integral part of any Simplified Checkout instance.
This is where you link and create products between your ecommerce store and CRM or ecommerce store and payment provider so Simplified Checkout can send orders from your store to the respective provider.
These products should be mapped correctly for Simplified Checkout to work with your CRM or payment provider.
If your instance is connected to a payment provider (a standalone checkout), these products are stored in Simplified Checkout in place of using a CRM.
Adding a product with a CRM
To add products, click the Add Product button.
From this panel, you need to select the same product in your ecommerce store and CRM provider (sticky.io in this instance).
If you're adding a Digital Product with sticky.io there will be an additional field to specify a CRM Shipping ID. We recommend creating a "Digital Delivery" shipping option in your CRM with a "$0" fee.
Back to the product listing screen, you will find some useful features that will help you streamline your product mapping.
Intelligent Mapping
When enabled, products with the same SKU in your ecommerce store and CRM provider will be automatically mapped.
Import
You can bulk import or export these in a comma-separated value (CSV) format. A template CSV file is available to show you how to structure the data.
Product Replication
Automatically replicates products from your ecommerce store in your CRM.
In the example above with sticky.io, choose the Offer to replicate the products in, which Billing Model the products will be associated with, the default Category, and whether to link the product price between your store and sticky.io.
For other CRM providers, these settings may not be applicable. Product Replication for standalone instances is not available.
Adding a product as a standalone instance
Simplified Checkout lets you add products directly without using your CRM.
If you are connecting your ecommerce store with any payment provider, your checkout will be referred to as a standalone instance.
Clicking Add Product opens a configuration screen with options for that product such as the Name, Description, Pricing, Shipping, Media, and more.
