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Products & Planner

Create your first physical product

Use the product wizard to create a physical item with clear details, pricing, photos, and an ordering strategy.

Updated

On this page

Start in the product wizard

Current product wizard showing Details, Photos, Price & choices, Availability & Shop, and Review, with optional organization fields collapsed.

The wizard keeps product details, media, pricing, availability, and review in one setup flow.

Open Products, select Add Your First Product (or Add), then choose New Blank or New from Template. The wizard keeps creation in one flow so you can review the customer experience before saving.

  1. In Details, enter the required Product Name and an optional Description. Open Organization & product link when you need Category, URL Slug, or SKU. Lead with the product type and size, and keep the first sentence easy to scan.

  2. In Photos, upload the Main Product Photo, enter Photo Alt Text, and add up to eight Gallery Photos when appropriate.

  3. In Price & choices, enter Selling price and a Unit Label for a simple product. Turn on Offer different sizes or pack quantities when sizes or packs have different prices. Add flavors, extras, and box contents below. Quantity menus use their item prices.

  4. In Availability & Shop, choose Product Status, a Storefront status label, Display in Shop, and Feature on Homepage. Then choose how customers buy the product.

  5. In Review, check the summary and select Create Product. You can refine recipe costing, forms, Square, SEO, or availability from the edit page afterward.

Keep the status fields straight

Product Status controls whether the item is active, draft, or archived. Storefront status label includes Available, Seasonal, Limited Supply, Contact for Next Availability, Coming Soon, and Sold Out. Coming Soon is not just a label: it keeps an active, shop-visible product visible as a preview but disables variant selection and checkout, even if the variants have stock and a drop is scheduled. Change it to Available when you are ready to accept orders, and check the drop's Customer ordering schedule in Planner; that opening time can separately keep ordering closed.

What customers see

Customers see the active product on the products page when Display in Shop is enabled. The shop may show an ordering prompt, an availability selector, a sold-out state, or a contact-for-next-availability message based on your fulfillment setup.

Common problems

  • Slug conflicts: use a short, unique slug and change it later from the product editor only when you are ready to update links.

  • No ordering options: check the Storefront status label first. Coming Soon intentionally disables variant selection and checkout. When you are ready to take orders, set it to Available, then check the drop's Customer ordering schedule and location in Planner (or the product's lead-time settings).

  • Recipe preview is unavailable: finish ingredient pricing and required conversions in Recipes & Costs; saving the product does not require a recipe.

  • Customers see the wrong price: check whether Pricing Starts At is enabled and whether the selected variant has its own price.

Create customer choices in the wizard

Add flavors, extras, box contents, or a quantity menu in Price & choices. Enter customer-friendly choice names, check the price labels, and set selection limits. Try the customer controls before continuing to Review. Creating an active product makes its choices available with it; a draft product keeps its choices in draft. Set choice stock limits in Planner after saving.

Use Product Forms for preparation notes or other answers. Configure flavors and priced extras in Product Options.

Next steps


Plan availability

Plan: Physical products are available on Free. Delivery, additional locations, and other separately gated capabilities may require an upgrade.

Keywords

physical product, create product, product wizard, product status, product slug, product price, display in shop, storefront status

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