37.1 Product Management Overview

The AIUNIFY Funnels Products workspace lets you create, edit, and delete Product records used by supported Landing Page checkout components.

These records may represent products or services.

37.2 Creating a Product

To begin a new Product record:

  1. Open Products.
  2. Select Create product.
  3. Complete the required commercial information.
  4. Select Save.

37.3 Required Create Fields

The server-side create workflow requires:

Name Required.
Gross Price Required.
Currency Required.
Description Optional in the confirmed controller workflow.

37.4 Entering the Product Name

Use a clear Product Name that will still make sense when it appears in an Order.

Because the Product Name is copied into the Order during checkout, avoid temporary internal wording that would make historical Orders difficult to interpret.

37.5 Entering the Gross Price

The interface labels the price field:

Gross Price

The HTML form uses a numeric field with:

Minimum 0
Step 0.01
Placeholder Price

Enter the amount in the major unit appropriate to the selected currency.

37.6 Selecting Currency

Select the Product's Currency from the available currency list.

The application stores a three-character currency code with the Product, and that value is later copied into each new Order created for the Product.

37.7 Currency and Payment Gateway Compatibility

AIUNIFY Funnels passes the saved currency into supported gateway payment requests.

Before selling in a particular currency, confirm that your connected merchant account and intended payment gateway support that currency.

37.8 Adding a Description

The Description field is a multi-line text area.

Use it to document information that helps identify the Product or service within your own Product workflow.

37.9 Saving a New Product

Select Save when the Product is ready.

A successful creation returns:

Created successfully

The application then returns you to the Products listing.

37.10 Canceling Product Creation

Select Cancel to return to the Products listing without completing the current form.

If information has not been saved, do not assume unsaved entries will be retained.

37.11 Editing a Product

To modify an existing Product:

  1. Open Products.
  2. Locate the Product.
  3. Select Edit.
  4. Update the appropriate fields.
  5. Select Save.

37.12 Required Edit Fields

The update workflow applies the same required fields as Product creation:

  1. Name.
  2. Price.
  3. Currency.

Description remains part of the saved Product data.

37.13 Successful Product Update

After a successful update, AIUNIFY Funnels displays:

Updated successfully

37.14 Consider Existing Landing Pages Before Changing a Product

If a Product is already used by a live Landing Page, changes to its current Name, Gross Price, or Currency can affect future checkout submissions.

After changing a Product used in a live campaign:

  1. Open the associated Landing Page.
  2. Verify the Product is still associated with the intended checkout component.
  3. Review the displayed offer information.
  4. Perform a controlled checkout test.

37.15 Historical Orders Keep Their Own Transaction Values

During checkout, the application creates an Order containing the Product Name, Price as Total, and Currency at that time.

For historical payment review, use the values stored on the Order rather than assuming the Product's current values have always been the same.

37.16 Deleting a Product

The Products workspace provides a Delete action.

The interface asks:

Confirm delete?

Confirm only after verifying that you selected the intended Product.

37.17 Successful Product Deletion

The confirmed Product deletion controller deletes the selected Product record and returns:

Deleted successfully

37.18 Delete Is a Destructive Operation

The standard delete method removes the Product record. The confirmed Product-management workflow does not provide a separate user-facing restore operation as part of that action.

Before deleting a Product used by an active campaign, consider whether the Landing Page should first be updated or unpublished.

37.19 Product Deletion Is Not the Same as Order Deletion

The Product deletion method deletes the Product record itself.

Orders are maintained through a separate Order model and separate Order deletion workflow.

The Product deletion method does not contain an instruction to delete the account's existing Orders.

37.20 Use the Products Workspace Rather Than Manually Constructed URLs

Perform Product management through the authenticated Products interface and the records presented there.

Do not manually modify internal record identifiers or construct management URLs as a substitute for normal interface navigation.

37.21 Recommended Product Creation Workflow

  1. Open Products.
  2. Select Create product.
  3. Enter a clear Name.
  4. Enter the correct Gross Price.
  5. Select the correct Currency.
  6. Add a Description if useful.
  7. Select Save.
  8. Confirm Created successfully.
  9. Connect the Product to the intended Landing Page commerce component.
  10. Test checkout before promoting the campaign.

37.22 Recommended Product Edit or Delete Workflow

  1. Locate the Product in your Products workspace.
  2. Determine which live Landing Pages use it.
  3. Use Edit when the offer should remain active with revised information.
  4. Use Delete only when the Product record is no longer required.
  5. Review the confirmation before deleting.
  6. Re-test affected Landing Pages after any Product change.

Operating principle: Treat Product Name, Gross Price, and Currency as live commerce data. Verify them before saving and re-test every active Landing Page that depends on a changed Product.

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