Copy Product & Templates

Speed up product creation by copying existing products or using pre-built templates. Both methods preserve complex configurations like attributes, line items, pricing formulas, and parts.

Overview

When creating a new product, you have three options:

Using Templates

Templates are pre-built product configurations that give you a head start on common product types.

What Templates Include

Selecting a Template

1. Click "Add New Product" on the Catalog page
2. Choose the Templates tab
3. Browse templates by category or search
4. Click a template to create a product from it

Template Views

Templates can be browsed in two views:

Toggle between views using the button in the modal header.

After Selecting a Template

Once you select a template:

1. A new product is created based on the template
2. You're redirected to the product editor
3. Customize the product for your needs:
   • Update the name
   • Modify attribute values
   • Adjust pricing formulas
   • Configure for your materials

Templates provide the structure—you customize the specifics.

Copying Existing Products

Copy your own products to create variations without starting from scratch.

When to Copy

• Creating similar products with minor differences
• Making product variations (different sizes, styles)
• Testing changes without modifying the original

How to Copy

1. Click "Add New Product"
2. Choose the Products tab
3. Search or browse your products
4. Click a product to copy it

What's Copied

What's NOT Copied

Templates vs. Copy

When to Use Templates

• Starting a product type you've never made before
• Looking for best-practice configurations
• Learning how to structure complex products

When to Use Copy

• Creating variations of existing products
• Seasonal or limited-edition versions
• Testing pricing changes

Managing Copied Products

After copying, the new product is independent:

• Changes to the original don't affect the copy
• Changes to the copy don't affect the original
• Each product has its own order history

Best Practices

1. Rename immediately - Change the name to avoid confusion
2. Update description - Reflect what makes this version different
3. Review all settings - Verify categories, visibility, and pricing
4. Test with a sample order - Ensure calculations are correct

Search and Filter

Both Templates and Products tabs support search:

Search Behavior

• Searches product/template names
• Searches category names
• Real-time filtering as you type

Pagination

When there are many items, results are paginated:

• 8 items per page
• Navigation at bottom of modal
• Maintains search filter across pages

Creating Templates (Admin)

If you want to create templates for your organization:

Note: Template management is typically done by administrators.

Templates are products marked as template products that appear in the global template library.

Troubleshooting

Template Not Appearing

• Check that the template is published
• Verify your account has access
• Try refreshing the page

Copy Failed

• Ensure you have "Create Product" permission
• Check for network connectivity
• Try again or contact support

Missing Data After Copy

• Some data requires manual setup (images)
• Inventory doesn't copy—intentional
• Check all tabs on the new product

Next Steps

After copying or using a template:

1. Update product info - Customize name and settings
2. Configure attributes - Adjust material options
3. Set up pricing - Modify pricing formulas
4. Define parts - Configure for your production
5. Test with an order - Verify everything works