CartGenie Tip of the Week is a weekly series in which we review ways to use a feature in CartGenie. Be sure to check back each week and learn something new!
If you missed last week’s post on adding users to CartGenie Desktop Engine, you can find it here.
Today we’ll show you how to offer downloads on your website for sale that your customers can purchase and download without you ever having to ship a physical product.
Say you have a downloadable product you would like to sell like a form template, an e-book, or a pdf. We’ll start in the Desktop Engine, and the Product Manager. We’ve already chosen a Product Name, Category, Sub-category, and Brand and input a description. We click “Add/Update” to save our changes so far…

Next click on the “Item/Price” button to access the Item Manager. We choose the sort order, type in our item number, and a description of the product and click “Add/Update” to save our changes.

Now click the “Download Manager” button. Choose which item is going to be downloaded (most likely, you only have one item for this downloadable product). Now we have to tell CartGenie which file our customers are paying to download. Also, we have to upload that file to the server using the FTP Manager.
Let’s take a moment and open up the FTP Manager from the Tools menu.

First, ensure you have your settings entered by clicking the “Settings” button. You find these settings in the J Street Customer Support Center on the “Settings” Tab. Click “Connect.”
Now you need to find the file on your computer that we’re going to upload. Click the “Find File” button and navigate to where you have this file on your computer (note: you don’t want any spaces in the file name).
In the FTP Manager, select the Destination Folder on the server by double-clicking “/CartGenie/Downloads” Click “Upload” to upload the file.

Close the FTP Manager. Now we have to tell CartGenie the name of the file on the server that our customers are paying to download. The Download Manager knows to look in the CartGenie/Downloads folder, so we just have to put in the file name. Remember, you need to have chosen a file name without any spaces. Type in the file name, including the extension — in this case .pdf

Choose the expiration. This is when the download link expires for the customer. If you want the customer to be able to download this file multiple times, choose “Never.” If they should only be able to download the file once, choose “After Download.”

Click “Add/Update” to save changes.
Now, after your customer pays for this download and places the order, you will have to go into Order Manager and “close” the order before they can download the product (unless you have the order set to close automatically).
Once you’ve closed the order, your customer can go to your website, log in, click the “Your Account” link and find a link to download their purchase.
Before your product will show on your site, you will need to:
- Add a price level and a price in Pricing Manager
- Add “quantity on hand” in Inventory Manager
Great Job!