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Documentation Index

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Product options centralize three types of configurations that structure your catalog: product categories, variant options, and billing frequencies. You define these options once and reuse them across products.

Product categories

Categories group similar products into a hierarchical tree structure. You can create parent categories and subcategories to organize your catalog for easier browsing and management. Key attributes:
  • Name: Category label
  • Parent category: Optional parent to create nested subcategories
  • Description: Category details
  • Status: Active or Inactive

Access categories

  1. Click Products & pricing in the left menu
  2. Click Product options
  3. Click Manage in the Setup Product category block

Create a category

1

Open the form

Click New at the top right.
2

Fill in general information

  • Name: Enter the category name
  • Parent category: (Optional) Select an existing category to create a subcategory
  • Description: Add details about the category
3

Set status and save

In the right panel, set Status to Active or Inactive, then click Save.
Create hierarchical structures for easier navigation. Example: Electronics → Computers → Laptops.

Edit a category

  1. Click the menu next to the category
  2. Select Edit
  3. Make your changes
  4. Click Save

Variant options

Variant options define the variable characteristics of products. Each option (e.g., Color) contains multiple values (e.g., Red, Blue, Green). You use these options when creating product variants. Key attributes:
  • Name: Option name (Color, Size, Material)
  • Value: List of possible values with name and API name

Access variant options

From the Product options page, click Manage in the Setup Product variant options block.

Create a variant option

1

Open the form

Click New at the top right.
2

Name the option

Enter the option Name (e.g., Color, Size, Material).
3

Add values

In the Option block, add values:
  • Name: Value label (e.g., Red, Blue)
  • API Name: Technical identifier
Click Add an option to add more values.
4

Save

Click Save to create the option.
Example: Create a “Size” option with values S, M, L, XL. Associate this option with apparel products to generate variants automatically.

Edit a variant option

  1. Click the menu next to the option
  2. Select Edit
  3. Add, edit, or delete values
  4. Click Save
Deleting an option value that’s already used by existing variants may impact those products.

Billing frequencies

Billing frequencies define recurring intervals for subscription products. You configure these frequencies once and select them when setting up product pricing. Key attributes:
  • Period: Number of units (1, 2, 3, 6, 12)
  • Unit: Time unit (Day, Week, Month, Year)

Access billing frequencies

From the Product options page, click Manage in the Setup Billing Frequency block.

Create a billing frequency

1

Open the form

Click New at the top right.
2

Define the interval

  • Period: Enter the number of units
  • Unit: Select Day, Week, Month, or Year
3

Save

Click Save to create the frequency.
Common examples:
  • Monthly: Period = 1, Unit = Month
  • Quarterly: Period = 3, Unit = Month
  • Annual: Period = 1, Unit = Year
  • Bimonthly: Period = 2, Unit = Month

Edit a billing frequency

  1. Click the menu next to the frequency
  2. Select Edit
  3. Make your changes
  4. Click Save

Common questions

Yes. Select a parent category when creating a new category to build nested subcategories. This creates a hierarchical tree structure.
Deactivated categories remain in the system but won’t appear when filtering or browsing the catalog. Products already assigned to that category retain the assignment.
There’s no hard limit, but keep the number manageable. Too many values can make variant creation complex and slow down product configuration.
Yes. That’s the purpose of variant options. Define an option once (e.g., Size) and reuse it across all relevant products.
Create only the frequencies you offer. Common options include monthly, quarterly, and annual. Add custom frequencies (e.g., every 6 months) if your business needs them.

Create a product

Learn how to create and configure products in your catalog

Manage product variants

Create and edit product variants using your variant options

Configure pricing

Set up prices for products and recurring subscriptions

Pricebooks

Apply different price lists to customer segments