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Create and Manage Products in Omnify

By the end of this guide, you'll know how to create and manage products on your Omnify Storefront — including both physical items and digital products that can be sold standalone or as add-ons.

Vignesh Bhaskaran avatar
Written by Vignesh Bhaskaran
Updated over a week ago

🧩 Step 1: Access the Products Section

  1. From your Dashboard, go to Services → Products.

  2. Click Create a Product.

  3. Choose one of the following:

    • General Item for physical products (e.g., T-shirts, yoga mats, bottles).

    • Digital Product for downloadable items (e.g., PDFs, videos, guides).

🧱 Creating a General Item (Physical Product)

Step 2: Basic Details

  1. Click General Item to create a new physical product.

  2. Enter the Product Name and a clear Description.

  3. Upload a Product Image (PNG or JPG, up to 2MB).
    ​
    🪄 Tip: Use clean, square images for best visibility on your store.

Step 3: Pricing Options

You can create multiple pricing options for one product — such as different sizes or variations.

Example: Branded T-shirt with options for Small, Medium, Large.

  1. Add an Option Name (e.g., Small).

  2. Enter the Price in USD.

  3. Add an Option Description if you want to describe the variant.
    ​

Additional Settings under Pricing:

  • Set Availability – Define the maximum quantity available.

    • Enabling Set Duration allows you to automatically restock quantities periodically.

    • If disabled, the product will have unlimited availability.
      ​

  • Limit Sales per Person – Restrict how many items a single customer can buy.

    • Can also be restocked periodically when Set Duration is enabled.
      ​

  • External SKU ID – Use this field to assign a custom SKU for better tracking or integration with external inventory systems.

  1. Click Add Now to save your pricing option.

  2. Repeat these steps to add more options, if needed.

Step 4: Cancellation Policy

  1. Scroll to the Cancellation section.

  2. Toggle Allow Cancellation if you wish to permit cancellations.

  3. Edit the Cancellation Policy to match your business terms. You can customise this message to reflect your refund or exchange policy.

Step 5: Additional Settings

  1. Toggle Add Email Instructions to include a confirmation or delivery note in the client’s email.

  2. Attach Parent and Child Filters to organise how the item appears in your Service Store (for example, “Merchandise” or “Accessories”).

Step 6: Publish

Once you’ve reviewed your details, click Publish at the top right. Your product is now live and visible on your Service Store.

💡 Client Purchase Options for General Items

  • As a Product on the Service Store:
    To enable your product page, go to Settings → Service Store → Enable Products Page.
    ​

  • As an Add-On:
    To make this item available as an add-on rather than a standalone product:
    ​

    1. Set its status to Private.

    2. Navigate to any service, click Add Add-on, and select your product.

    3. Choose whether it’s mandatory, default selected, or optional.
      ​

✅ That’s it! You’ve successfully created a General Item.

💻 Creating a Digital Product (Downloadable Item)

Step 1: Basic Details

  1. Select Digital Product when creating a product.

  2. Enter the Product Name and Description.

  3. Upload a Product Image (PNG or JPG, up to 2MB).

Step 2: Pricing Options

Like General Items, you can create multiple pricing tiers.

Example: “Fitness 101 Series” with options such as:

  • Foundation 101

  • Beginner 201

  • Intermediate 301

  1. Add an Option Name and Option Price.

  2. Write an Option Description if applicable.

  3. Set the Max Quantity Available if you want to limit sales.

  4. Add an External SKU ID for inventory tracking.

Step 3: Add Media

Digital Products let you attach files or links directly for download or access.

  1. Click + Add Media.

  2. Add a File Name and upload a PDF, or add a Link Name and enter a URL.

  3. Click Add Now to save your media attachment.

  4. Repeat if you have multiple downloadable items.

💡 You can mix file and link types — for example, a PDF manual plus a video link.

Step 4: Cancellation and Additional Settings

  • Configure your Cancellation Policy just as you would for a physical product.

  • Under Additional Settings, enable Add Email Instructions and attach relevant Filters for store categorization.
    ​

Step 5: Publish

When you’re ready, click Publish. Your digital product is now live and available for purchase.

💡 Client Purchase Options for Digital Products

  • As a Product on the Service Store:
    Go to Settings → Service Store → Enable Products Page.
    ​

  • As an Add-On:

    1. Set your digital product’s status to Private.

    2. Navigate to any service and add your product as an add-on.

    3. Choose its selection mode — mandatory, default selected, or unselected.
      ​

✅ That’s it! You’ve successfully created a Digital Product.

🧠 Tips & Best Practices

  • Use high-quality images for better visual appeal.

  • Keep product names short and clear.

  • Add descriptive option names for easy customer understanding.

  • For digital products, include delivery details or access links in email instructions.

  • Regularly update your cancellation and refund policy for transparency.

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