This article describes how to create, update, and delete products.
- Overview
- Create Merchandise Products
- Create Fundraising Products
- Create Membership Products
- Edit, View or Delete Products
- Report on Products
Overview
The Product area allows organisations to create and manage different types of products. Once created, products can be added to competition or program registration forms and purchased by participants or by teams.
There are three product types:
- Merchandise
- Fundraisers
- Memberships
Examples of merchandise may include playing uniforms, sporting equipment, accessories or program packs (such as Auskick or Cricket Blast).
Fundraisers may be used to collect donations which are used by your organisation for things such as improving club facilities, supporting the running of the organisation or raising money for a cause.
Membership products give the community a way to support your organisation, and receive benefits such as free access to matches or events in return. These are generally social or non-playing memberships and are different to registration fees (but may be purchased by players as a show of support).
Create Merchandise Products
Merchandise can be added by organisations from the Merchandise tab.
To view existing products or to add a new product, click Products > Merchandise. To add a new piece of merchandise, click the Add Merchandise button and complete the required fields. Learn more about each field below.
# |
Section |
Description |
---|---|---|
1 | Product Name | Enter the product name. (Limit of 100 characters) |
2 | Description | Enter a description that will display beneath the product name on registration forms where the product has been added. (Limit of 140 characters) |
3 | Product Active | Active products can be added to registration forms and will display on the Merchandise Products page. Inactive products cannot be added to registration forms and will not display to participants during the registration process. Inactive products can be viewed by an administrator by selecting ''inactive'' from the filter on the Merchandise Products page. |
4 | Images | You can upload an image/s of the product. Best results are achieved with an uploaded square image, file size under 1MB in JPEG or PNG format. |
5 | Product Type | Products will either be single products or will contain multiple variations such as size and/or colour. Switching between variations and a single product will remove additional variations. |
6 | Category Title |
Allows for the creation of variants of a product to cater for example to various colour and size options of a product. A participant will make their selection according to the options created. The amount must be over one dollar (AUD). Optional - Stock Keeping Unit (SKU). The SKU will display on the transaction report and can be used to assist with inventory management If a product or variation is marked as 'Available' it will be available for purchase on registration forms. If the 'Available' box is unchecked for a product or variation, the product will display as unavailable on registration forms. |
7 | Fulfilment | Determines how this product will be fulfilled to the participant. The 'Fulfilment Partner' is only available to admin body administrators. |
8 | Custom Fields | Configure to allow a participant to customise the product they will order. |
9 | Create Product | Select the 'Create Product' button to save and create the product. |
After configuring the new merchandise product, ensure that you select Save to create the product.
Creating custom fields
Custom fields are useful for capturing product customisations, such as a name to be printed on a jersey, and can be applied to the overall product or to a specific product category option.
Merchandise products can have up to five custom fields.
Creating a text box custom field
To create a text box custom field, select Add Custom Field from the product page, type a succinct Field Label that will be displayed on registration forms, select the Text Box type, and optionally select whether the custom field should be displayed and linked to an Option:
Info
If a custom field is linked to an option, it will only be displayed if that option is selected during registration.
Finally, select Create and the custom field will appear at the bottom of your custom field list.
Creating a dropdown list custom field
To create a drop-down list custom field, select Add Custom Field from the
product page, type a field Label, select the Dropdown List type then enter the labels of the first two dropdown options:
Each option label can be up to 50 characters in length and up to 20 options are supported.
To add additional options, select Add Option then complete the option labels.
Options can also be re-arranged using the handle on the left side of each option and dragging to a new position, and removed by selecting the rubbish bin icon on the right side of each option.
Finally, select Create and the custom field will appear at the bottom of your custom field list.
Create Fundraiser Products
Products can be added by organisations from within the Fundraisers tab.
To create a Fundraiser product, navigate to Products > Fundraisers. Click the Add Fundraiser button and complete the options appropriate to the product. Learn more about each area below.
# | Field name | Description |
1 | Fundraiser name | Enter a name for your fundraiser (limit 100 characters) |
2 | Description | Add a description to let people know what they're donating to (limit 500 characters) |
3 | Images | You can upload an image/s of the product. Best results are achieved with an uploaded square image, file size under 1MB in JPEG or PNG format. |
4 | Price |
Allows for the creation of pre-set donation amounts, to cater for different budgets and help you reach your fundraising goals. Up to 10 default amounts are allowed. A participant will make their selection according to the options created. The amount must be over one dollar (AUD). If a default amount is marked as 'Available' it will be available for purchase on registration forms. If the 'Available' box is unchecked, the default amount will not appear on registration forms. Once a default amount has a purchase attributed to it, you will not be able to delete it. However, you can use the available/unavailable checkbox to hide the amount if desired. |
5 | Fulfilment | No selection is required here - fundraisers are locked to 'not required'. |
6 | Status |
Select whether your fundraiser is active or inactive. Active products can be added to registration forms and will display on the Merchandise Products page. Inactive products cannot be added to registration forms and will not display to participants during the registration process. Inactive products can be viewed by an administrator by selecting ''inactive'' from the filter on the Merchandise Products page. |
Create Membership Products
To view existing Membership products or to add a new one, click Products > Memberships. To add a new Membership, click the Add Membership button and complete the required fields. Learn more about each field below.
# | Field name | Description |
1 | Membership name | Enter a name for your membership (limit 100 characters). For example: "2024 Silver Membership" |
2 | Description | Add a description to let people know what the membership includes (limit 500 characters) |
3 | From/To Date | Select dates during which this membership is valid. Once you have saved the product, these dates cannot be edited. |
4 | Images | You can upload an image/s of the product. Best results are achieved with an uploaded square image, file size under 1MB in JPEG or PNG format. |
5 | Price |
Enter the price of your membership |
6 | Fulfilment | This defaults to ‘Not required’. If you have an item within your membership that requires fulfilment then you can choose from Pickup or Delivery. |
7 | Status |
Select whether your membership is active or inactive.
|
Edit, View or Delete a Product
Once a product has been created it will appear in the organisation's Products list, under the relevant Product Category tab (Merchandise or Fundraisers). The product name, if there are variations, price range, and the "Active" status will display here:
Note: Inactive products can be viewed by selecting ''Inactive Products'' from the filter.
Editing and deleting a Product
Active and Inactive products can be edited at any time by clicking on the product's corresponding Edit button.
From the Edit Product page, a product can be edited and subsequently saved. All product fields are able to be edited. Updates made to a product are immediately reflected in the availability of the product to participants.
Products already sold, or on a registration form
A product or variation cannot be deleted if it is being used on a registration form or it has already been purchased. To prevent the product from appearing on any registration form, a product can be made inactive.
Report on Product Orders
You can view the details of each order by going to Products > Orders.
You can also generate an Orders Report which can be used to track or report on orders, and the Transaction Report can be used to list purchases.