Creating Products
Creating Products Manually
Creating a product allows you to define and manage a good or service that you offer to your customers. Once a product is created, you can associate plans, addons, and subscriptions with it, enabling structured billing and reporting for that good or service.
Here’s how to create a product:
- Click Items on the left sidebar.
- Navigate to the Plans module at the top.
- Select the Products tab.
- Click + New in the top-right corner.
- Enter the required details in the following fields.
| Field | Description |
|---|---|
| Name | Enter the name of the product. This is a mandatory field and must contain fewer than 100 characters. |
| Description | Enter a brief description of the product. The description can contain up to 2000 characters. |
| Email Notification Recipients | Add the email addresses to which subscription related notifications for this product should be sent. You can add multiple email addresses separated by commas. This field supports up to 2000 characters. |
| Redirection URL | Enter the URL to which customers should be redirected after completing checkout on the hosted payment pages. If left empty, customers will be redirected to the default Thank You page. You can also insert placeholders by clicking + Insert Placeholders to include subscription-related details in the URL. |
| Auto-Generate Subscription Numbers for This Product | Mark this option to automatically generate subscription numbers for subscriptions created under this product. You can configure the numbering series using the Prefix and Next Number fields. For each new subscription that is created for the product, the Next Number will be incremented by 1. When enabled, subscriptions for this product will follow this numbering series regardless of the organization-level preferences configured in Settings. |
- Click Save.
Importing Products
Importing products allows you to add multiple goods or services to Zoho ERP at once using a file. This is useful when you are migrating data from another system as it helps reduce manual entry and ensures consistency.
Here’s how to import products:
- Click Items on the left sidebar.
- Navigate to the Plans module at the top.
- Select the Products tab.
- Click the More Actions icon and select Import Products.
- Download the sample file and compare it with your file. Make sure that the format in your file is similar to the sample file.
- Under the Configure tab,
- Click Choose File and select the file that you want to import.
- Select the Character Encoding and File Delimiter from the dropdown.
- Click Next.
- Under the Map Fields tab,
- Map the Zoho ERP fields to the imported file headers.
- Click Next.
- Under the Preview tab,
- Check the list of all the products that are ready to be imported, skipped and also the list of unmapped fields.
- If there are products that are being skipped, edit the import file and repeat the above steps.
- Click Import.
Once the import is complete, the products will be added to your organization based on the mapped fields and import preferences. Review the imported data to ensure accuracy before associating plans and subscriptions with the products.