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Product Templates Setup

A Product Template is like a ready-made form that helps you create products easily and correctly. You can create one template and reuse it multiple times.

On this Page​

Why Product Templates are Useful​

Product templates help you:

  • Create products faster
  • Keep all products consistent
  • Avoid mistakes
  • Follow the same process for every product

Once a template is approved, it can be reused to create many products.

What a Product Template Includes​

A product template defines:

  • What information is required to create a product
  • How customers place orders for the product
  • The type or category of the product
  • How the product flows through the system (from creation to delivery)

Features​

  • Ready-to-use structure for creating products
  • Supports different ways of ordering:
    • Direct purchase
    • Purchase after approval
    • Enquiry only
  • Basic details are added automatically
  • Extra details can be added if needed
  • Reviewed and approved by the Store Admin
  • Keeps all products uniform

Steps to Create a Product Template​

  1. Open the Product Template section.
  2. Start creating a new template.
  3. Add required details
  4. Define how customers can request or purchase the product:
    • Checkout Based
    • Approval Based
    • Enquiry Based
  5. Set the product type based on the selected order method.
  6. Review the details shown on the screen.
  7. Submit the template for review.
  8. The Store Admin reviews the template.
  9. After approval, the template can be used to create products.

Lease Product Template Setup

A Lease Product Template is a ready-made structure that helps vendors create leasing products easily and consistently.
It is used for products that are provided to customers on rent or lease for a fixed period instead of being sold.

Once created and approved, the same template can be reused to publish multiple lease products with different assets or plans.

Why Lease Templates are Useful​

Lease templates help you to:

  • Quickly create lease-based products
  • Ensure all lease products follow the same structure
  • Capture all required asset and lease details
  • Avoid missing important pricing or tenure information
  • Provide a clear checkout journey for customers
  • Maintain consistency across all lease offerings

Once approved, the template can be reused to list multiple leasing products without setting up everything again.

Features of Lease Templates​

  • Ready-made structure for leasing products
  • Supports checkout-based leasing orders
  • Includes asset, pricing, and tenure configuration
  • Helps standardize lease listings
  • Reduces manual data entry
  • Prevents missing critical lease information
  • Requires Store Admin approval before use
  • Can be reused to create multiple lease products

Steps to Create a Lease Product Template​

  1. Open the Vendor Portal.
  2. Go to Products → Product Templates.
  3. Click Create New Template.
  4. Enter basic template details such as:
  5. Enable Lease Configuration for the product.
  6. Select the Product Type (usually Physical Product for leasing assets).
  7. Add required asset information fields.
  8. Review all configured details.
  9. Click Submit for Review.
  10. The Store Admin reviews the template.
  11. After approval, the template becomes available to create lease products.

Variant Template Setup

Variant product templates are used for products that come in multiple options, such as size or material.

Vendors can define these options once and reuse the template to quickly create similar products, ensuring consistency and faster product creation.

Why Variant Product Templates Are Needed​

Variant product templates help vendors to:

  • Create configurable products with multiple options
  • Avoid creating separate products for each variation
  • Maintain consistency across similar products
  • Save time when adding products with size or material options
  • Make product selection easier for customers

Key Features​

  • Support for multiple product options (variants)
  • Different input types such as single select and chips
  • Physical product configuration
  • Multiple payment methods support
  • Order request form for customer input
  • Approval workflow before template activation

Steps to Create a Variant Product Template​

  1. Go to Product Templates and click Add Product.
  2. Enter the Template Name.
    • Example: Mechanical Power Transmission Spare – Variant Product Template
  3. Add Variant Attributes:
    • Define attributes based on the product type.
    • Use single-select options for attributes like size, model, or specification.
    • Use multi-select or choice options for attributes like material, finish, or type.
  4. Configure Checkout Order Settings:
    • Select Physical Product.
  5. Choose Payment Methods:
    • Online Payment
    • Cash on Delivery / Pay on Delivery
  6. Enable Order Request Form (optional):
    • Add an Email field for customer input.
  7. Review all details entered in the template.
  8. Click Submit for Approval.

The template enters the approval workflow and becomes available after approval.