Products Workflow

Last updated on Sep 04, 2025

The Products Workflow in Karmasoft allows you to create and customize all items you sell, from session cards and retail products to gift cards. Managing products ensures accurate tracking, online sales, and organized reporting.


Product Types

There are three main product types you can create:

  1. Session Cards – e.g., 10-Class Card, Monthly Unlimited, Memberships

  2. Retail Products – e.g., yoga mats, clothing, books, rentals

  3. Gift Cards – e.g., digital or physical gift certificates

To add a product:

  • Go to Assets → Products

  • Click + New


Basic Product Details

When creating a product, enter:

  • Name – Example: 10-Class Card, Yearly Unlimited, Yoga Mat

  • Description – Helpful for online store listings

  • Selling Price – Retail price

  • Taxable – Select if applicable

Click Next to move to product type selection.


Product Type Setup

Session Cards

If creating a session card, choose Regular or Auto-Pay and complete:

  • Unlimited package option

  • Active groups

  • Number of classes (if not unlimited)

  • Expiration period & duration

  • Renewal settings for Auto-Pay

  • Fixed expiration date (optional)

  • Expiry notifications


Retail Products

Retail product settings include:

  • Image (upload after saving)

  • Purchase Price

  • Max Discount Allowed

  • Sell Online – Add to online store

  • Concealed – Hide from store, sell via private link

  • Product Category – For organized reporting

  • Barcode – Assign to student key tag

  • Inventory controls – In stock, reorder level, reorder quantity

  • Vendor – Select supplier

  • Mailing List – Auto-add purchasers to mailing list (Mailchimp integration required)


Gift Cards

Gift card settings include:

  • Image (upload after saving)

  • Sell Online option

  • Concealed option for private sales

  • Product Category assignment

  • Gift Certificate checkbox (for gift cards or certificates)