Steps to Add a New Item


  1. Under the Admin tab select -> Item Admin
  2. Click Add Item
  3. Choose the item type. Most commonly, this will be Product, as it is the standard for regular items.


  1. Complete all required fields under the “Basic Info” tab:
  • Category: Select an existing category or create a new one.
  • Item Name: Enter a clear and descriptive name for your item.
  • Leave all other fields blank, especially Effective Date, unless you have specific information to enter in those fields.

  1. Go to “Sales Info” and complete the required fields:
  • Amount: Enter the price of the item.
  • Sales Account: Select the account where the funds should be deposited. To split funds between multiple accounts, click Split.
  • Identify Student on Purchase:
  • If checked, the system will require a student name for the purchase.
  • If unchecked, the item can be sold to anyone without linking it to a student. Note: If unchecked, the item will not be linked to a student, and you will not see a name in the Item Sales list.
  • Active Students Only?: Enable this option if the item should only be available for current students.
  • Allow Payments: Turn this on to allow students to make installment payments for this item.

Optional:

  1. Go to “Options” and complete the required fields:
  • To load another item's options, click Load 
  • Rearrange options to set the desired order
  • To add a new option click  Add New Option
  • Add a price change or quantity change, if needed. Example: To increase the price by $2.00, enter 2 in the Price Change field.
  • If multiple options, click Add All Values to add all options at once


Optional:

  1. Go to “Inventory” and complete the required fields:
  • Click Track Inventory: Select this option if there is a limit on how many units of the item can be sold.
  • Cost Account: Choose the account that will be used to purchase additional inventory.
  • Count Section: Enter the current inventory amount for each item option.
  • Reserved and Total Cost: Leave these fields blank.


Optional:

  1. Go to “Discounts” and complete the required fields:
  • Click Add New Discount
  • From the drop-down menu, select who will receive the discount: ASB Card Holder, Student, or Teacher.
  • Enter the account that will absorb the discounted amount 
  • Specify the discount: Enter a percentage off, or Enter the discounted price.
  • Click “Add.”

 

 

       Click Change Product to save your item!