9.1 Overview

The Products section allows the card owner to display physical products, digital products, packages, memberships, paid resources, or other items through the digital card.

Each product can include:

  1. Product name
  2. Currency
  3. Price
  4. Display-order number
  5. Product URL
  6. Description
  7. One or more product images

The Products section also provides a Display Product Enquiry Button control. This allows visitors to ask about a product before purchasing or visiting its external product page.

Product purchases and submitted orders are managed separately through the main Product Orders section.

9.2 Opening the Products Section

From the dashboard:

  1. Select VCards.
  2. Locate the digital card you want to update.
  3. Select the card name or the Edit icon.
  4. Select Products from the VCard editor menu.

On a phone or smaller screen, select the menu icon inside the editor to display the available sections.

The Products page displays the products currently connected to the selected digital card.

9.3 Understanding the Products Screen

At the top of the Products screen are two main controls:

Display Product Enquiry Button
Add Product

Below these controls is the product-management table.

Each product listing can display:

  1. Product image
  2. Product name
  3. Price and currency symbol
  4. Product URL
  5. Management actions

The available product actions are:

View
Edit
Delete

Each digital card has its own product list. Adding a product to one card does not automatically add it to another card.

Product Enquiries

9.4 Display Product Enquiry Button

Turn on Display Product Enquiry Button to show an enquiry action with products on the public digital card.

This gives visitors a way to ask questions such as:

  1. Is the product available?
  2. Are other sizes or colors offered?
  3. Is shipping available?
  4. Can the product be customized?
  5. Is a bulk price available?
  6. Does the price include delivery?
  7. Can the item be reserved?
  8. Are payment arrangements available?

The setting applies to the complete Products section rather than one individual product.

Turn the switch off when products should be displayed without a product-specific enquiry option.

9.5 Product Enquiry Versus Product Purchase

The Product Enquiry Button and the product-purchase process serve different purposes.

Product Enquiry

The visitor asks a question or requests more information before taking further action.

Product Purchase

The visitor selects the purchasing option, enters the required order information, and proceeds through the configured payment process.

A card may offer both actions so visitors can either purchase immediately or contact the seller first.

9.6 Product Enquiry and the General Enquiry Form

The general enquiry controls configured in Basic Details 3 should also be reviewed.

For the most complete enquiry experience:

  1. Open Basic Details 3.
  2. Turn on Display Enquiry Form.
  3. Return to Products.
  4. Turn on Display Product Enquiry Button.
  5. Save the applicable settings.
  6. Test the enquiry process from the public card.

Submitted enquiries can be reviewed through the main Inquiries section.

Adding a Product

9.7 Opening the New Product Form

Select Add Product.

The New Product window opens with the following fields:

Name
Currency
Price
Sort
Product URL
Description
Product Icon
Save
Discard

The product name and at least one product image are required. The remaining fields can be completed according to how the product will be presented or sold.

9.8 Entering the Product Name

Use the Name field to enter the title visitors will see.

Examples include:

Financial Literacy Student Workbook
Business Technology Assessment
Premium Website Package
AIUNIFY Setup Consultation
Digital Marketing Guide
Wireless Charging Station
Event Admission Package
Annual Membership

The product name should clearly identify what the visitor is viewing.

Avoid names such as:

Product 1
New Item
Option A
Click Here
Miscellaneous

Use consistent capitalization across the product catalog.

9.9 Selecting the Currency

Use the Currency dropdown to select the currency associated with the product price.

Examples include:

USD
CAD
EUR
GBP
INR
NGN
ZAR

The displayed currency options are drawn from the currencies configured in the platform.

When a price is entered, a currency must also be selected. The system validates this relationship and displays an error when a product has a price but no currency.

The currency symbol is displayed with the product price in the management table and public product presentation.

9.10 Entering the Price

Use the Price field to enter the product’s selling price.

The field accepts amounts using up to two decimal places.

Examples:

25
49.99
150.00
1250.50

The minimum value is zero. Do not enter a currency symbol inside the Price field because the selected Currency supplies the symbol or currency identity.

Correct:

Currency: USD
Price: 149.99

Incorrect:

Price: $149.99

9.11 Products Without a Price

The Price field can be left blank when the product is informational or when the visitor must contact the seller for pricing.

Examples include:

  1. Custom service packages
  2. Quote-based equipment
  3. Wholesale products
  4. Made-to-order products
  5. Enterprise packages
  6. Variable-price projects
  7. Products with prices listed on an external page

When no price is entered, do not select a currency solely to create the appearance of a priced item.

Use the Description or Product URL to explain how the visitor can obtain pricing.

9.12 Free Products

Enter a price of 0 only when the item is genuinely free and the public presentation should show a zero-value product.

Examples may include:

  1. Free digital guide
  2. Complimentary consultation resource
  3. Free event ticket
  4. No-cost assessment
  5. Promotional download

When the product should not display any price, leave the Price field blank instead of entering zero.

After saving, preview the public card to confirm how the selected template presents a zero-value product.

Product Display Order

9.13 Using the Sort Field

The Sort field controls the product’s position in ordered product listings.

Enter a whole number such as:

1
2
3
4

Lower numbered products are positioned before higher numbered products in the ordered product list.

Example:

1 — Featured Consultation Package
2 — Business Assessment
3 — Website Setup Package
4 — Marketing Guide

Products without a Sort number are placed after products that have numbered positions in the complete ordered listing.

9.14 Sort Numbers Must Be Unique

Each product attached to the same digital card must use a different Sort number.

For example, two products on the same card cannot both use:

Sort: 1

When a Sort number is already assigned, the system displays:

The sort value has already been taken.

Choose another number and save the product again.

The Sort field is optional. Leave it blank when a specific product order is not needed.

9.15 Reordering Products

To change the display order:

  1. Open the Products section.
  2. Edit the product currently using the desired position.
  3. Assign it a temporary unused Sort number.
  4. Save the change.
  5. Edit the other product.
  6. Assign the newly available number.
  7. Save again.
  8. Return to the first product and enter its final number.
  9. Preview the public product listing.

This process avoids the duplicate Sort-number validation.

Product URL

9.16 Entering the Product URL

Use Product URL to connect the product to another website or page.

Suitable destinations include:

  1. Online storefront
  2. Detailed product page
  3. External checkout page
  4. Registration page
  5. Digital download page
  6. Course page
  7. Marketplace listing
  8. Product specification page
  9. Request-a-quote form

Enter the complete address, including https://.

Correct:

https://poweredbyaiunify.com/products/business-package

Incorrect:

poweredbyaiunify.com/products/business-package

The product address is displayed as a clickable link where supported and opens in a separate browser tab.

9.17 Product URL Versus Built-In Purchasing

The Product URL and the built-in product-purchase process can be used for different purposes.

Product URL

Sends visitors to an external page or website.

Built-In Purchase

Allows the visitor to submit an order through the VCard product process and use a configured payment option.

Use the Product URL when the full transaction takes place somewhere else.

Use the built-in purchase process when orders should be recorded inside Product Orders.

A product may include an external URL while also displaying information and enquiry options on the card. Preview the final visitor experience to avoid presenting competing or confusing actions.

Product Description

9.18 Writing the Product Description

Use the Description field to explain the product.

A strong description should tell visitors:

  1. What the product is
  2. What is included
  3. Who it is designed for
  4. The primary benefit
  5. Important size, format, or delivery details
  6. What the visitor should do next

Example:

A comprehensive financial literacy workbook containing student activities, practical money-management exercises, personal assessments, and guided reflection pages for middle and high school learners.

Another example:

A complete small-business technology assessment that reviews customer communication, marketing tools, data management, workflow, and operational infrastructure.

9.19 Keep Descriptions Focused

Avoid placing an entire company history inside one product description.

Use the main VCard Description or Blog section for broader company information.

Product descriptions should focus on the specific item being presented.

A practical format is:

What it is
What it includes
Who it is for
Primary benefit
Delivery or next step

9.20 Product Variations

The product form does not provide separate variation fields for sizes, colors, models, or quantities.

When a product has variations, explain them in the Description.

Example:

Available in small, medium, large, and extra-large. Enter your preferred size in the order information or contact us before purchasing.

A Product URL may also be used to send visitors to an external store that provides full variation selection.

Product Images

9.21 Uploading Product Images

The Product Icon area is used to upload the product’s visual media.

Although the interface uses the term Product Icon, the upload control supports multiple images.

To upload product images:

  1. Select the edit icon inside the Product Icon area.
  2. Choose one or more images from your device.
  3. Review the image preview.
  4. Adjust the crop when prompted.
  5. Complete the remaining product fields.
  6. Select Save.

At least one product image should be uploaded when creating a product.

9.22 Supported Image Types

Use these image formats:

JPG
JPEG
PNG

These formats are validated by the product-update process and provide the most reliable compatibility.

Avoid unsupported document, video, or animated-image formats in the Product Icon field.

9.23 Uploading Multiple Images

The product upload control accepts multiple image selections.

Multiple images are useful for showing:

  1. Front and back views
  2. Different angles
  3. Product packaging
  4. Included accessories
  5. Interior and exterior views
  6. Screenshots
  7. Before-and-after examples
  8. Different uses of the product

Select all desired images from the file browser when uploading them together.

The selected VCard template determines how multiple images are presented to visitors.

9.24 Selecting the Main Product Image

The first stored product image generally serves as the primary product icon or thumbnail.

Upload the strongest identifying image first.

The main image should:

  1. Clearly show the product
  2. Have a clean background
  3. Remain recognizable at a small size
  4. Avoid unnecessary text
  5. Match the other catalog images
  6. Have sufficient lighting and clarity

Additional images can provide more detail.

9.25 Cropping Product Images

The product image control uses the general wide-image crop interface.

Keep the main subject centered and avoid placing important details near the edges.

Before applying the crop:

  1. Confirm that the full product remains recognizable.
  2. Keep text and logos away from the crop boundary.
  3. Make sure the image is not stretched.
  4. Review the preview.
  5. Apply the crop.

Use similarly proportioned images throughout the catalog for a consistent appearance.

9.26 Product Image Quality

For professional results:

  1. Use clear, high-resolution photographs.
  2. Use consistent lighting.
  3. Avoid blurry screenshots.
  4. Remove unnecessary background clutter.
  5. Use matching image dimensions where practical.
  6. Do not upload images containing confidential information.
  7. Confirm that all product claims shown in images are accurate.

Large images should be optimized so the public card loads efficiently.

Saving a Product

9.27 Saving the New Product

After completing the product information, select Save.

The system validates the form before adding the product.

Common validation problems include:

  1. Missing product name
  2. Missing product image
  3. Price entered without a currency
  4. Duplicate Sort number
  5. Invalid Sort value
  6. Unsupported image type
  7. Invalid form information

When the product is accepted:

  1. A success message appears.
  2. The New Product window closes.
  3. The product table refreshes.
  4. The new product appears in the list.

The programmed success message identifies that the VCard product was created successfully.

9.28 Using Discard

Select Discard to close the New Product window without saving.

Discard does not affect previously saved products.

Any unsaved information or selected images will need to be entered again when the form is reopened.

Viewing Product Details

9.29 Opening the Product Details Window

Select the View icon beside a product.

The Product Details window displays:

Name
Price
Description
Product Images

Use this window to review the saved information without opening the editing form.

The management list may also display the product’s external URL where one has been entered.

9.30 Reviewing the Saved Product

Confirm that:

  1. The product name is correct.
  2. The displayed currency is correct.
  3. The price is correct.
  4. Decimal values appear correctly.
  5. The description is complete.
  6. Every image belongs to the product.
  7. The primary image is appropriate.
  8. The external Product URL is correct.
  9. The Sort number places the product correctly.

Close the details window after reviewing it.

Editing Products

9.31 Opening the Edit Product Form

Select the Edit icon beside the product you want to update.

The Edit Product window opens with its existing information.

You can change:

Name
Currency
Price
Sort
Product URL
Description
Product Images

9.32 Changing the Product Name

Update the Name when:

  1. The product has been renamed.
  2. A spelling error needs correction.
  3. The title is too vague.
  4. A model or edition has changed.
  5. The product should match updated marketing materials.

Select Save after making the correction.

9.33 Changing the Currency or Price

When updating the price:

  1. Review the Currency.
  2. Enter the new Price.
  3. Confirm whether decimals are needed.
  4. Select Save.
  5. Open the public card.
  6. Confirm that the updated amount appears correctly.

When a price is entered, the Currency must remain selected.

Changing the displayed price does not alter completed historical orders. It affects the current product presentation and future order activity.

9.34 Updating the Sort Number

Enter a new unused whole number in the Sort field.

The number must not already belong to another product on the same VCard.

After saving, review the full public product list to confirm the new order.

9.35 Updating the Product URL

Replace the Product URL when the destination has changed.

After saving:

  1. Open the public product.
  2. Select the external product link.
  3. Confirm that the intended page opens.
  4. Confirm that the page is publicly accessible.
  5. Make sure it does not require an administrative login.

Remove the URL when the external page is no longer needed.

9.36 Adding More Product Images

The Edit Product form can accept additional product images.

To add images:

  1. Open the product editor.
  2. Select the image-edit control.
  3. Choose the additional images.
  4. Apply the crop as needed.
  5. Select Save.
  6. Reopen the product details and confirm that the images were added.

9.37 Replacing Product Images

Upload new images when:

  1. The product design changed.
  2. Packaging changed.
  3. A better photograph is available.
  4. The old image is inaccurate.
  5. A logo or label was updated.
  6. The existing image is blurry.

After uploading the replacements, remove outdated images when the editor provides the image-delete control.

9.38 Deleting an Individual Product Image

Existing product media can be removed individually.

When the image-delete control appears:

  1. Open Edit Product.
  2. Locate the image you want to remove.
  3. Select its delete control.
  4. Confirm the removal.
  5. Review the remaining images.
  6. Save any additional product changes.

Deleting one product image does not delete the complete product.

Make sure at least one useful product image remains.

9.39 Saving Product Changes

Select Save after completing the edits.

A success message confirms that the VCard product was updated successfully.

The product list refreshes and displays the revised information.

Select Discard to leave the editing window without saving the current changes.

Deleting Products

9.40 Deleting a Product

Select the Delete icon beside the product.

Review the confirmation message and approve the deletion.

Deleting a product removes:

  1. The product record
  2. Its product images
  3. Its association with the selected VCard

The public card will no longer display the product after deletion.

9.41 Review Order History Before Deleting

Before deleting a product, review Product Orders to determine whether the item has associated customer transactions.

Deleting an active product can affect the ability to reference it from current workflows.

When the product is temporarily unavailable, consider keeping the record while hiding the Products section or updating the description instead of immediately deleting it.

Product Visibility

9.42 Showing the Products Section

The complete Products section is controlled through Manage Sections.

To show Products:

  1. Open the VCard editor.
  2. Select Manage Sections.
  3. Select the Products checkbox.
  4. Save the section settings.
  5. Preview the public card.

When enabled, the Products section can appear according to the selected VCard template.

9.43 Hiding Products Without Deleting Them

To hide the complete Products section:

  1. Open Manage Sections.
  2. Clear the Products checkbox.
  3. Save the change.

The existing product records remain stored and can be displayed again later.

This is useful when:

  1. Products are temporarily unavailable.
  2. The catalog is being updated.
  3. Seasonal items are paused.
  4. The card should temporarily focus on services.
  5. Product images or descriptions are being revised.
  6. The business is not currently accepting orders.

Public Product Experience

9.44 Reviewing Products on the Public Card

After adding or editing products:

  1. Return to VCards.
  2. Open the card’s preview or public URL.
  3. Locate the Products section.
  4. Review the product images.
  5. Confirm the names and prices.
  6. Test Product URLs.
  7. Test the Product Enquiry Button.
  8. Test the purchase action.
  9. Review the section on desktop and mobile.
  10. Confirm that Products is enabled in Manage Sections.

The selected template determines how the Products section is visually arranged.

9.45 Opening the Complete Product Listing

Some VCard templates display only a limited number of products on the primary card page and provide a View More action.

Selecting View More opens the card’s complete product listing.

The full product listing uses the product Sort values to establish the ordered display. Numbered products appear before entries with blank Sort values.

Review both the main card and the complete product page.

Product Purchasing

9.46 Purchasing a Product from the Public Card

A visitor can select a product and begin the order process.

The transaction may request customer information such as:

  1. Name
  2. Email address
  3. Phone number
  4. Address
  5. Payment method

The available payment methods are determined by the payment services configured for the card owner.

The system contains purchasing workflows for several online payment services as well as manually recorded orders.

9.47 Payment Currency Compatibility

Some payment services only accept specific currencies.

A product can be saved with a valid currency even when a particular payment provider does not support that currency. The payment process may then display a currency-support error.

Before publishing a purchasable product:

  1. Select the product currency.
  2. Review the configured payment methods.
  3. Confirm that at least one payment method supports the currency.
  4. Complete a controlled purchase test.
  5. Confirm that the order appears in Product Orders.

9.48 Manual Product Orders

The system supports a manual payment method for product orders.

A manually submitted order records the customer’s:

Name
Email
Phone
Address
Product
Amount
Currency
Payment type
Order status

The order is then available through the Product Orders section.

Email notifications may also be sent to the customer and card owner according to the configured order-notification settings.

9.49 Product Order Records

Orders created through VCard products are managed from the main navigation under Product Orders.

The Product Orders area is used to:

  1. Review customer details
  2. Review purchased products
  3. Review payment information
  4. Change an order’s status
  5. Download the order as a PDF

Product-order management will be covered in its own chapter.

Creating Strong Product Listings

9.50 Use Clear Product Titles

Stronger:

Moneyality DNA Individual Assessment

Less clear:

Assessment

Stronger:

Small Business Technology Setup Package

Less clear:

Tech Package

A strong product title explains the item without requiring the visitor to read the full description.

9.51 Match the Image to the Product

The primary image should represent the exact item being sold.

Do not use a generic stock image when it could cause visitors to misunderstand what they will receive.

For digital products, suitable images include:

  1. Cover artwork
  2. Dashboard screenshot
  3. Course image
  4. Report cover
  5. Workbook preview
  6. Software interface
  7. Digital package graphic

9.52 Explain Delivery

Use the Description to explain how the customer receives the product.

Examples:

Delivered by email within one business day.

Download access is provided after payment confirmation.

Physical orders ship within three to five business days.

A team member will contact you to schedule delivery.

This reduces unnecessary customer enquiries.

9.53 Explain What Is Included

Instead of writing:

Business Package

write:

Includes a business technology assessment, implementation plan, system recommendations, one consultation session, and 30 days of follow-up support.

Visitors should understand what the listed price covers.

Troubleshooting Products

9.54 The Product Does Not Appear Publicly

Confirm that:

  1. The product was saved.
  2. The VCard is active.
  3. Products is selected in Manage Sections.
  4. At least one product exists.
  5. The public card has been refreshed.
  6. You edited the correct VCard.
  7. The selected template displays the Products section.

9.55 The Product Enquiry Button Is Missing

Confirm that:

  1. Display Product Enquiry Button is turned on.
  2. The enquiry form is enabled.
  3. Products is enabled in Manage Sections.
  4. The public card has been refreshed.
  5. The selected template is displaying the product actions.

9.56 The Price Will Not Save

Confirm that:

  1. A Currency is selected.
  2. The Price contains numbers only.
  3. The amount is zero or greater.
  4. No currency symbol was typed into the field.
  5. The decimal format is valid.

9.57 The Sort Number Will Not Save

The Sort number may already belong to another product on the same digital card.

Enter a different whole number and save again.

9.58 The Product Image Will Not Upload

Confirm that:

  1. The file is JPG, JPEG, or PNG.
  2. The image is not damaged.
  3. The file can be opened on your device.
  4. The crop was applied.
  5. The browser has permission to access the file.
  6. The upload completed before Save was selected.

9.59 The Product URL Does Not Open

Confirm that the address begins with:

https://

Open the address directly in another browser tab and confirm that the page is public and active.

9.60 The Product Is Displayed in the Wrong Position

Review the Sort values assigned to every product.

Use lower unique numbers for products that should appear first.

Refresh the complete product page after saving the revised numbers.

9.61 The Purchase Process Shows a Currency Error

The chosen payment provider may not support the product’s currency.

Review the product currency and payment configuration, then test another configured payment method when appropriate.

9.62 The Product Update Is Not Visible

After saving:

  1. Refresh the public card.
  2. Open the card in a private browser window.
  3. Clear the browser cache when necessary.
  4. Confirm that the correct product was edited.
  5. Review the complete product listing.
  6. Confirm that Products is enabled in Manage Sections.

9.63 Product Checklist

Before completing the Products section, confirm that:

  1. Every product has a clear name.
  2. The correct currency is selected.
  3. The price is accurate.
  4. Every Sort value is unique.
  5. Products appear in the intended order.
  6. Product URLs are complete and working.
  7. Descriptions explain what is included.
  8. Delivery information is clear.
  9. At least one image is uploaded per product.
  10. Product images are accurate and professional.
  11. The Product Enquiry Button is configured.
  12. Products is enabled in Manage Sections.
  13. The purchase process has been tested.
  14. Completed test orders appear in Product Orders.
  15. The public product presentation has been reviewed on desktop and mobile.

Chapter Completion

At the end of this chapter, the user should understand how to create, price, arrange, display, edit, test, and delete VCard products; upload multiple product images; enable product enquiries; connect products to external pages; manage public visibility; and verify the visitor purchase experience.

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