Setting up products to sell

Modified on Wed, 16 Feb 2022 at 02:21 PM

Before you can ring anything up on the register or accept online registrations, you must create products to sell.  Our products are broken up into distinctive types, each allowing you to identify specific information to streamline other processes. Please note that our system is intended for you to use the same product over and over again for each season or camp. This allows for better tracking as well as prevents you from having to enter in the same information over an over again. As a new season or camp comes along, simply associated that season to the existing product instead.

Our products have been broken out to the following types:


General: This is your everyday product and it is the most straight forward in the system.  This product gets sold and nothing else needs to happen.  I.E Skate Session, Skate Rental, etc..

Team and Player Registration Required: This is your team registration product and should be priced accordingly, as a team fee.  When this product is sold, a team is registered into your season and any player that makes a payment for this product will automatically be placed into their roster.  Any subsequent payments for this team will be attached to the existing invoice and reduce the team balance.

Player Only Registration: This product is meant for individual season registrations.  Anything sold as this type of product will enter the customer into a draft list for the season.  They can then later be placed on a team from the draft.

Membership: If you track memberships at your facility, you can sell them through the POS system with this type of product.  You will be required to link this product to an existing membership in the system.  When it is sold, the customer will automatically be given this membership.

Insurance: If you track insurance at your facility, you can sell them through the POS system with this type of product.  You will be required to define a date range for the insurance.  When it is sold, the customer will automatically be granted an insurance waiver for this date range.

Membership and Insurance: If you would like to combine membership and insurance into one product, choose this.  As it is sold, the customer will both be given a membership and granted an insurance waiver.

Camp: If you would like to sell camp registrations through the POS system, this will handle it for you.  You will be required to link this product to existing camps in the system.  When a sale is rung up, the customer is registered for the camp for the days selected.

Rental: If you would like to sell rental time, please use this product.  As a sale of a rental product is rung up, you will be asked to also supply the rental time to link to the sale.  Once the sale is complete, the rental time is automatically reserved.

Event Ticket: If you would like to sell tickets to an event, please use this product.  As a sale of a event ticket product is rung up, you will be given a link to print out PDF versions of the tickets.  They can be later scanned for authenticity at the register

Package: If you would like to sell packages or punch pass products like a lesson pack of 10 or an open skate session pack of 20, then please use this product. Packages can be tracked for usage via the Check In feature in the POS.

All product types have some common information as depicted below. Please fill in all pertinent information. Brands and categories are used for reporting purposes as well as grouping General products on the POS system.  Below describes each field:

Name: This is the distinctive name of your product and will be seen on your POS register as well as any online registration process.
Product Type: Described above. Once this is set and a product is saved, this can not be changed.
Brand: The brand of the product to help categorize products. This may be left blank.
Category: The category of the product to help you group products in reports and on the POS screen.
SKU: distinctive code to identify this product. This is usually given by the manufacturer. This must be unique.
Barcode: If your product has a barcode, scan the code into this field with your barcode scanner.
Product Description: Show any additional information here. This is shown during the online registration process.
Customer Required: If you require a customer be attached to this product when sold, check this. The rule will be enforced at the time of sale. Some product types such as season and camp registration must have a customer attached.
Active: This must be checked for the product to be available for sale. If you would not longer like to sell a product, uncheck this box.

Pricing Attributes: Set this toggle on if you would like to provide different price points for products. Such as a small or large water. See step 3 below.
Retail Price: This is the price of the product
Minimum Deposit: If this product is sold online, the minimum deposit will be enforced. The sale will not go through unless the customer at least pays this amount. This is NOT enforced from the POS register at your business.
Cost: This is used to help you determine profits in reports

Taxable: This will automatically apply tax to an item when it is sold


Add Valid Store- For every product you want to sell you will need to add it to one of the stores. Click on Valid stores in the menu on the left side of the screen and select the accurate store for the product to be found in. 





You can set up different pricing for a product based on different variances.  Examples would be for sizes or color of a product.  If you were running a cafe, and had a soda product, you could add in attributes for small, medium and large.

Step 1

From the menu, goto POS -> Products.  Click on the options button next to the product and click edit.

Step 2

Click on the General information tab.  Scroll down to the pricing information section.




Step 3

Click on the attribute pricing toggle.  You will be presented with the options shown below.

All current attributes will be listed on the right hand side.   To add an attribute, use the fields on the left hand side.  Provide a unique identifying name, the price, cost and quantity available (Qty will be tracked in a future version).  When ready, click on the green plus sign.  If you need to remove an attribute, select the red X next the attribute in the list.







Demonstration of use on the POS system

In the POS screen, you will select them main product as shown below




 

Your attributes will appear for selection when choosing the product.  The attribute name will be visible in the cart and on all receipts.



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