Products are the things you sell, and before you can put one on an order form, you need to create it. In this lesson, you'll create a product, add it to an order form, and see how one product can have different prices in different places.
Your products live in their own collection. Hover over Sales in the top navigation and click Products. Clicking Sales itself opens your Purchases, so be sure to hover.
Click New product. First, add the public name. That's what your customers see on your order forms and on their receipts. The name is the only required field.
Next, add the price. This is just a starting point, and you can change it on each order form. You can also add an internal name and a SKU if you use one. Then click Save.
Now put your product on an order form. On an Ontraport Page, hover over the order form block, click the gear icon, and choose Payment Settings. Or hover over the order summary and click Add / Edit Product. On an Ontraform, choose Order form, then Payment settings.
Click Add product and choose your product from the dropdown list. Set the quantity, and edit the price right here if this form needs a different one. You can add more than one product.
Each product row has its own settings. That's where you add a trial, a subscription or a payment plan. The Types of offers lesson walks through each one.
If it's a physical product, turn on Add to shipping/packing slip. That creates a packing slip whenever someone buys it, so select it for every physical product you sell.
To take a product off the form, use Remove an item.
Because the price on each form can differ, you don't need a separate product for every deal. Say your membership is one hundred dollars a month. You can make a special order form for a group of loyal customers that charges eighty dollars, using the same product.
And once a product is set up the way you want, click Save Offer to reuse it, with all its settings, on other order forms or in manual transactions.
So: create your product under Sales, then Products, add it to an order form in Payment Settings, and set the price that fits each offer. Next up: order bumps, an easy way to add an extra product at checkout.