Managing E-Commerce Store Products

Managing E-Commerce Store Products

Products are grouped into product categories. Typically, similar items are grouped together.

Examples of Products Categories include:

  • Dues
  • Subscriptions
  • Merchandise
  • Donations
Examples of products within a Dues Product Category:
  1. Regular Member Annual Fee
  2. Student Member Annual Fee
Examples of products within a Subscription Product Category:
  1. Journal ABC
  2. Journal XYZ

How to Add a Product Category?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. Click Add Category button
  5. Enter a Category Label
  6. Click Save Changes button

How to Add a New Product?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. Click Add Product button
    1. If the new product is for a Member Due:
      • A member group must be created in the Contacts Module / Manage Group area
         AND
      • A Dues Category must be created in the Dues Management / Dues Categories
      • Then return to the Add Product screen and complete the on-screen fields:
        • Product Category, select Dues
        • Dues Category, select the corresponding Dues Category from the dropdown list
    2. For other products
      • Complete the on-screen fields and ensure to select the appropriate Product Category
  5. Click Add Product button to save
  6. Next, add the product to the store front form, click Stores in the horizontal menu
  7. Click on the store name
  8. Click Settings
  9. Click Registration Setup
  10. Select Registration Fields
  11. Click Add New Field
  12. Select the field type
  13. Set the attributes on the field
  14. Click Add Field Options
  15. In Store Product field, select from the drop down list the newly added product
  16. Scroll down and Click Update Option

How to Edit information on a Product?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. Update the field attributes on the Product
  6. Click Update Product to save changes

How to Edit a Product Label?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. Update the Product Label
  6. Click Update Product to save changes

How to Edit a Product Price?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. Update the Default Price
  6. Click Update Product

How to Remove a Product?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. Update the Archive Product field to Yes
  6. Click Update Product

How to Add an Accounting Code to a Product?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. In the External Product code field, enter your organization's accounting code
  6. Click Update Product to save changes

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