Create a Product Collection
Introduction
E-commerce businesses rarely sell just one type of product as a subscription. As soon as different product categories come into play, various factors—like tax rates and shipping costs—start influencing the final price a customer pays. For example, smaller bike components might qualify for standard parcel delivery, while larger items like bike tires or the bike itself may have different tax rules and higher shipping costs. Manually managing these variations for each product can quickly become complex and time-consuming.
To simplify this process, circuly introduces a feature that allows businesses to group products based on shared rules, logic, or actions. Instead of setting tax rates and shipping costs individually for every product, they can be applied at the group level. This ensures that when a customer reaches checkout, the correct taxes and shipping costs are automatically calculated based on the product collection—streamlining setup, reducing errors, and making it easier to manage large inventories.
In this article, we’ll explore how this feature works, how to set it up, and how it helps businesses optimise their pricing calculations effortlessly.
Feature Overview
In circuly, products can be grouped together into a Product Collection. This allows businesses to apply shared tax rates, shipping costs, and other relevant rules to multiple products at once, rather than configuring them individually.
- Key Concepts
- Product Collections: When products are grouped together, they form a collection known as a Product Collection.
- Mapping Products to Collections: Once a collection is created, products can be added to it. This process is referred to as mapping products to collections.
- Default Collection:
- Initially, when no custom collections exist, all products are assigned to the default collection by default.
- The default collection cannot be deleted or edited, ensuring that every product is always part of a collection.
- If a product is not explicitly mapped to any other collection, it remains in the default collection, and the tax and shipping rates set for the default collection (if configured) will apply.
By structuring products into collections, businesses can automate tax and shipping calculations, making pricing management more efficient and reducing manual effort.
Step-by-step setup guide
- Define and set up product collections
- Map products to the product collection
- Define and setup product collection
In your circuly Hub > Go to the Products Tab > Navigate to the Taxes tab > Click on the + PRODUCT COLLECTION button.
In the Create product collection window > Give a Title, and a description to your collection so that you can differentiate it from other collections > Click on the Submit button to save your collection.
Note: You do not need to define the Tax code as it is only relevant for you if you are based or operate in the US and use the Taxjar integration.
The collection is then added to the Product Collections list along with the option to assign the tax percentages.
- Map products to the product collection
By default all products are mapped to the default collection.
To reassign products to a different collection > Under the Products tab > Navigate to the Products > Select products to map to a collection by checking the check box > And click on the Map to product collection button.
- In the Map to product collection window > Select the right collection from the dropdown menu > Click on the Map to collection button.
The selected products are now mapped to your chosen product collection.
Next steps
If you want to define the tax rules and shipping costs for each collection, follow these guides: