Product Templates

Product templates act as models for the products you sell. One of the first steps when creating a product is to choose the product template as this is a pattern for the product and similar products.

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We're renaming Product Types to Product Templates. Learn more here.

Products inherit settings from the product template, including the attribute set, default weight, default tax code, and whether its a physical or digital product. A product can belong to only one product template. You can change the product template after creating the product.

Typically, you must create the appropriate product templates before you can add a product. You can make product templates optional if you want a more flexible structure.

Permission requirements

Managing product templates is typically reserved for marketplace operators. You must also have the "Manage product templates and attributes" permission assigned through your permission group.

Add a product template

1. In the Dashboard, Go to Product -> Product templates.

2. Select Create template.

3. Enter the following information:

   Field	Description
   Name	Enter a name for your product template.
   Tax code	Enter a default tax code for all products in this template. You can override the tax code when creating products. If you leave this blank, the tax code defaults to O9999999 - Temporary Unmapped Other SKU - taxable default.
   Is this product shippable?	Enable the toggle button if these are physical products that require shipping. Leave this blank for digital or service products.
   Weight	Enter a default weight for products in this template, which is important for calculating shipping rates. You can override the weight when creating products. This field appears when you enable the "Is this product shippable?" toggle.
   Can prices be overridden for this product template?	Select this box to allow price customization for products in this template in draft or quote orders.

4. Select Save.
   After saving, you can assign attributes to the product template.

Assign attributes

The attribute defines the input type and whether a value is required. When you add or remove attributes from a product template, this change applies to all products using that product template.

When you add an attribute, it appears on all existing products in that template. You can update each product individually to set this value. Conversely, removing an attribute or its value from a product template also removes it from all products that use that template.

Before you start

You must first create an attribute before you can add it to a product template.

Assign product attributes

Product attributes define characteristics that apply to the product and all variants.

Steps

1. Go to Products -> Product templates and select a product template.
2. Go to the Attributes tab and select Assign attributes under the Product attributes section.
3. Select one or more attributes, then confirm your selection by selecting the Assign attributes button.

Assign variant attributes

Variant attributes define the different options in which a product is sold.

Variant attribute Considerations

• Variant attributes are always required, regardless of the value required setting on the attribute.
• Variant attributes currently only support the following input types:
  • Date and DateTime
  • Dropdown
  • Boolean
  • Numeric

Steps

1. Go to Products -> Product template and select a product template.
2. Go to the Attributes tab and select Assign attributes under the Variant attributes section.
3. Select one or more attributes, then confirm your selection by selecting the Assign attributes button.

Changing a product's template

You can change the product template a product belongs to. This action has significant implications due to the different attributes each template holds. The outcome depends on your marketplace's attribute template strategy:

• With a strict template strategy (default), changing a product's template will remove any attributes not present in the new template, retaining only those attributes and values defined in the new product template.

• With a flexible template strategy, changing the product template won't result in lost attributes. The product gains attributes from the new template and keeps its existing attributes and values, though they can be deleted if needed.

Delete a product template

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When product templates are required (the default setting), deleting a product template also deletes all associated products. If product templates are optional, deleting one only removes its reference from products, leaving them without a specified template.

1. Go to Product -> Product templates.
2. Select one or more product templates.
3. Select the Delete button in the product template table header.
4. In the confirmation dialog, tick the checkbox and select the Delete button.

Make product templates optional

Product templates are required by default, but you can make their usage in your marketplace optional by changing the "Require product templates" setting.

When product templates are optional, you can create products directly without first creating the product template. This offers more flexibility in setting up products in your catalog.

You can modify your product template strategy within your marketplace configuration settings, or contact your Nautical Program Manager to make the necessary configuration changes.

Attributes with Optional Product Templates

When making product templates optional, consider your attribute template strategy. You may wish to implement a flexible strategy for attributes, to allow you to add attributes to products without an associated product template.