Creating a Standard Product

Last Update: January 16th, 2025

To enter a Standard Product:

  1. Enter a product name
  2. Add the price and description, as applicable 
  3. If your item will have the same price at all times, leave Prompt for Price set to No
    1. If the price will change, set this to Yes and upon checkout, you'll be prompted to enter the price 
  4. Add-on Product allows activities to suggest/require purchase of this product during checkout, and it requires a set price
  5. Choose the category 
    1. You may add a new one here if it was not set when initially creating them
  6. Choose the Tax Info from the dropdown
  7. You can deactivate a product that is no longer in use under the Status dropdown
  8. Add your description and any receipt notes for this item, if applicable
  9. You will then choose the Product Type: Standard Product, Gift Certificate, or Fund Account 
    1. If you need assistance on these product types, check out the Gift Certificate Video and Fund Account Video

Informational-Only Product

You can select the Info Only setting to make a product visible to the public, much in the same way as an Info Only Program, so the information is visible but the ability to purchase is deactivated. You can turn this setting off when you are ready to sell the product on the public side. Good uses for this setting include seasonal products or products that are not yet in stock.

 
  1. If you choose to Add Additional Options for variations on the product like color and size, you will be able to see these purchases in a point of sale options report we will discuss in the reports section
    1. Using this will also add an extra step on checkout for each type of option so the answers can be selected
  2. Adding a product to the default list means that you will not have to select a category to view this product for checkout, but it will instead appear in the initial list that comes up in your point of sale screen
  3. Using Product Inventory allows you to set a limit to how many of this product you can sell
    1. This number is tracked on the product overview screen
      1. If you attempt to exceed the maximum inventory in a sale, the system will not allow you to proceed
  4. Allow Check In/Out of Item allows products to checked out of inventory when purchased and can be checked back into inventory via the Product Check In report in POS reports or the facility portal
    1. Inventory use is required for this setting
    2. This can be useful for items like skis, balls, kayaks, etc. If a product is checked out one at a time, like a locker, create a product for each one
  5. If the product is only at specific locations, you can choose that radio button, which will allow purchases of this package only from specific locations within the facility portal
    1. Location settings are required for your department's products if you are using EMV terminals/readers

EMV Clients

You must assign a product location(s) to each product in order for it to appear in the POS portal. Return to the product setup screen and update locations if you do not see the product in your POS. There is an option to Add to Locations from the product list page to assign to multiple locations at once.

 
  1. Generate Barcodes creates barcodes that can be printed or emailed after purchase
    1. Barcodes allow the purchaser to scan into a facility for access to it like a membership card
    2. These are not used for purchase or redemption.
  2. You can also select a photo for the product and must choose a budget group
  3. Once you have finished filling in the information for your product, click Submit
  4. You can repeat this for each product you need to add
  5. Upon completion, you'll be presented with a screen that displays each product, its basic information, and inventory counts if applicable
    1. Review these products and click the name of any product you'd like to edit or click edit next to an inventory number to adjust that amount
  1. By clicking on the Product Name, you will find the options to edit, delete, and clone the product
  2. If you choose to edit the product, you'll note the edit screen is much like the add screen with the same abilities
  1. If you choose the delete option instead, you should note that deleting a product is permanent
  2. You can also elect to clone a product which will create an exact duplicate except any inventory involved will not be carried over
  3. Additionally, you have the ability to review and add new product options and review or modify any options currently in place