Products Overview


Kizen's Product Builder will allow you to build any type of product with many customizable options.

First, head over to your Products section of your platform. Then click "Create Product".

Next, you may name your product and select all of the customizations required to define it.

Customization Options

Name: Choose a name for your product. The name will be saved and searchable from your product catalog when selecting products to add to your invoices

Images: Images can be added to the product. These images may be populated on your order form and will be visible in the "Line Item" columns on your interface.

Categories: You may select one or more categories to which your product belongs. Categories are purely for organizational purposes.

Description: Your product description may be populated on any order form using the product.

Track Inventory: Check the "Track Inventory" box to set the number of units currently available. The system will track how many units have been sold and automatically, either disallow purchase or, if you also select "Allow Backordering" will allow the order but deliver a "Backordering Note" which can be pre-written directly in your product interface.

If you add any product variants while "Track Inventory" is checked, you will be given the option to edit inventory, SKU, and pricing options for each product variant.

Product Variants: You may choose to add one or more product variants. A product variant should be used whenever your have more than one type or SKU of the same product. For example, if your product is a T-shirt, you may have different sizes or color variants, with individual inventory, SKU's, and pricing.

Product Options: You may choose to add one or more product options. Each option should be named to reflect what the purpose of the option is. A product option can be one of three types of options:

  1. Input - An input option allows you to request information on an order form interface. You may display a text, number, email, or URL field. When the field is filled, you may also have the price of the product increase or decrease. For example, this may allow you to request a referral email in exchange for a lower price.

  2. Selection - Selection options allow you to display a dropdown, radio button, or checklist field, with customizable choices. For each choice added to a selection type option, you may have the price of the product increase or decrease once selected. For example, this may allow you to increase or decrease the price of your T-shirt product depending on which size is selected.

  3. Checkbox - The checkbox option type is binary. When added to a product, it will display a single checkbox which, when selected may increase or decrease the price of the product. For example, you may offer an upgrade option to allow someone the opportunity to take advantage of a deal like "Buy one get one..." sales.

Shipping: You may select specific shipping plans for your product. For example, some products may be shippable via Overnight service while others may only be shippable via Ground service. Shipping plans may be set-up on the product overview page.

Tax: You may select specific tax classes for any given product. Depending on the tax rules set for that tax class, your customers may be charged different rates. Tax Class and Tax Rules may be set in the Taxes section of your product overview page.

Pricing Type: You may select a "Product" or "Subscription" pricing type. If "Product" is chosen, you will be able to set a static price or create one or more payment plans. Payment plans allow you to offer a financed option for payments on your product. You may mark up the product price, set number of payments, payment intervals, downpayment required, and even billing delays before the first payment is due.

Alternatively, if "Subscription" is chosen, you will be able to create one or more subscription options. Subscription options allow you to offer a unique product price, billing frequency, trial purchase amount, and trial length.

Custom Fields: You may add custom fields to products just as you would for any other object such as contacts or companies. There are 14 different types of custom fields and they can be very useful for reporting purposes. Visit our other article on Custom Fields for more information.

Now that we've covered the Product Builder, you can create an entire product book for your business, manage inventory, SKU's, payment options, shipping plans, and more. If you have any further questions regarding the Product Builder, feel free to reach out to our support team!


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