In this quick guide chapter, we add the first product to the store, begin creating the store's product category menu, and get acquainted with stock management.

Adding products

It is possible to create products in bulk using CSV import.

This can be useful if you are transferring to MyCashflow from another system.

See the CSV import instructions.

See also the attached CSV import file templates:

Explore adding products with this interactive guide and read a more detailed description of the topic below:

Here's how to add products to the online store:

  1. Go to the admin panel's Products page.
  2. Press the Add product button.

    The product form opens.

    On the product form, you can manage product information, such as the name, price and description.

  3. Enter at least the following information on the product form:
    • Product name: The name is visible to customers, for example, on product lists and the product page.
    • Show in version: Check the only option in the field. If you hide the product from the version, it will not be visible to customers in the online store.

      Versions are not further discussed in this section but they are presented in more detail in the user guide.

    • Selling price: Enter the price including tax and select the appropriate tax rate for the product from the field next to the price.
    • Weight and package size: This information is used to determine the shipping methods by which the product can be sent to the customer. Shipping methods are explored in more detail in chapter 6 of the quick guide.
    • Product image: You can attach the first product image to the product if one is available. You can add multiple product images to the product later.
      Recommended product image sizes according to aspect ratios:
      • 1:1 max. 2000 x 2000 px
      • 4:3 max. 2000 x 1500 px
      • 3:4 max. 1500 x 2000 px

      It is advisable to limit the size of image files so that your store's disk space does not fill up unnecessarily quickly. If you don't have an image editing program, you can take advantage of free online editing software, such as Adobe Express.

    You can ignore other items in the form at this time.

  4. Finally, scroll to the end of the form and press the Save button.

    Once you have saved the form, the admin panel product card will be displayed, containing a summary of the product you created as well as other product management tools.

Check what the product looks like in the online store by pressing the Go to the store button in the top bar.

Whenever you make changes to products, you should check how they look in the online store to spot any potential issues before your customers do.

Later, you should more precisely specify the product details, such as the description texts. An impressive product image and good descriptive texts promote product sales.

Also read:

Creating the category menu

In MyCashflow, you can group products into product categories. Product categories form the navigation menu of the online store, allowing customers to browse the store's products.

Whenever you create a new product category, the system adds a new product category page to the online store, which includes the products belonging to the product category.

Explore creating a product category menu with the help of this interactive presentation, and read more below.

How to create the first product category in your online store:

  1. In the admin panel, go to Products.
  2. Press the Add category button.

    The product category form opens.

  3. Specify at least the following information on the product group form:
    • Name: The product category name appears in the menu as well as on the product category's own page.
    • Show in version: The version selector works in the same way as with products: if a version is not selected, the product category will not be visible to customers in the online store.
    • Show in category: Define the level to which the product category belongs in the menu.

      A product category may also include lower-level product categories. When setting up an online store, the menu only has the top-level Homepage product category, under which other product categories are placed. When creating new product categories, it is advisable to name and organize them consistently, as a clear menu structure helps customers find products.

    You can ignore other items in the form at this time.

  4. Press the Save button at the end of the form.

    After saving, the product category appears in the menu of the left column on the Products page.

Now you can add the product you previously created to the product category:

  1. In the admin panel, go to Products.
  2. Select the previously created product from the list.

    The product card opens.

  3. Find the section Visibility > Product categories in the right-hand column of the product card.
  4. Search for the product category you created by name in the text field and select it from the search results list.

    The product has now been added to the product category.

Finally, go to the public side of the store by pressing the Go to the store button in the top bar and check out the product category you created.

One product can also belong to multiple product categories at the same time. This can make it easier to find products in an online store, especially if the store's product selection is large.

You can also categorize products using brands.

Read also:

Other product management tools

Below is a brief introduction to other key product management features of MyCashflow.

Stock management

MyCashflow includes comprehensive stock management tools, which allow you to, for example,
  • keep a record of product stock balances
  • determine whether the selling of a product continues or ends when the product is out of stock.
  • set a stock alert for a product, which will notify you when it is running low in stock
  • offer customers the opportunity to order an availability notification, which they will receive by email when out-of-stock products become available again.

Variations (sizes, models, etc.)

You can create variations for products (sizes, models, color options, etc.).

For each variation, you can set up individual stock tracking, allowing you to keep track of the stock status of individual sizes, for example.

When purchasing a product from the online store, the customer selects the desired variation to add to the shopping cart.

Customizations

Customizable products have features that customers can define individually. A customizable feature can be, for example, printable text.

Since customizations are features specified by customers on a per-order basis, it is not possible to track their stock balance (unlike variations).