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Changes for page Create Items

Last modified by David Stadnyk on 2026/04/21 16:23
From version 5.1
edited by Isaac Mejia
on 2026/02/05 15:22
Change comment: There is no comment for this version
To version 6.1
edited by David Stadnyk
on 2026/04/21 16:23
Change comment: There is no comment for this version

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1 +XWiki.DavidStadnyk
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2 2  
3 3  = Create Items =
4 4  
5 +Items are the individual products and services available for sale in the application. This includes physical merchandise, classes, private training sessions, and any other sellable goods or services.
5 5  
6 -Items in Member Manager can be physical products, or classes, or even private training sessions. This guide is going to go show you how to set up some new items to sell through Member Manager.
7 +----
7 7  
8 -Go to **Setup>Inventory>Items**
9 +== Navigating to Items ==
9 9  
10 -Click **Add New**
11 +1. Click **Setup** in the left-hand navigation sidebar.
12 +1. Hover over **Inventory** to expand its submenu.
13 +1. Click **Items**.
11 11  
12 -[[image:kb-1487536957-2482864133-1.png]]
15 +----
13 13  
14 -Enter the **Name** of the item.
17 +== The Items List ==
15 15  
16 -Check the **Service** box if this is a service item such as a private lesson or class. Leave unchecked if this is a product for sale.
19 +The Items page includes a search panel with the following filters:
17 17  
18 -Select the **Category**
21 +* **Keyword** – Search by item name.
22 +* **Type** – Filter by item type. Defaults to //All//.
23 +* **Category** – Filter by category. Defaults to //All//.
24 +* **Status** – Filter by active/inactive status. Defaults to //Active//.
19 19  
20 -Enter the **Price**.
26 +Click **Search** to display matching results.
21 21  
22 -Fill in the amount **In Stock** if you want to track inventory stock. Check **Unlimited **if you do not need to track inventory.
28 +----
23 23  
24 -//For service items only//, enter the expiration date of the service under **Expires In.**
30 +== Creating a New Item ==
25 25  
26 -**Monthly** - leave unchecked if this is only sold once and does not recur on a monthly basis.
32 +Click **Add New** in the top right to open the **Add Item** screen. Fill in the following fields:
27 27  
28 -**Tax Exempt** - only check if this specific item should not be taxes. Example, if taxes are set for Goods (Setup>Settings>Taxes) all products will be taxes except the ones that are checked here.
34 +|=Field|=Description
35 +|**Name** //(required)//|The name of the item. Appears on invoices and in the online store.
36 +|**Product Code**|A barcode number used for scanning the product at point of sale.
37 +|**Service**|Check this box if the item is a service (e.g., a class or private lesson). When checked, the item can be linked to appointments on the schedule. Leave unchecked for physical products.
38 +|**Category** //(required)//|The category the item belongs to. Revenue will be tracked under this category.
39 +|**Price** //(required)//|The price for one unit of the item.
40 +|**In Stock** //(required)//|Enter a specific quantity to track inventory, or check **Unlimited** if inventory tracking is not required.
41 +|**Expires In**|For service items only — how long after the date of purchase the service remains available. Enter a duration and select the time unit, or select a specific expiry date using the calendar picker.
42 +|**Monthly Prorating**|When checked, the item recurs monthly and is pro-rated and assigned to the member's account each month.
43 +|**Tax Exempt Item**|Check this box if the item should not be taxed, even if taxes are configured for its category.
44 +|**Allowed for Store**|Check this box to make the item available in the online store. When checked, two additional fields appear: **Image** (an optional photo that appears in the online store) and **Description** (a text description that appears in the online store).
45 +|**Update Members Rates**|If updating the price of an existing item, use this dropdown to select which members the new rate should apply to: //New Members//, //All Members//, //Active & New Members//, or //Inactive & New Members//. For new items, this field can be left blank.
29 29  
30 -**Allowed for Pro-Shop** - Check this box if this item should be available in the Marketplace section of the Member Portal. Choose an image for your item and a description.
47 +Click **OK** to save the item, or **Back** to return to the Items list without saving.
31 31  
32 -**Update Student Rates** - This is used to grandfather existing members into old rates if you are updating your prices. Select whether you want it to apply to **New Students, All Students, **etc. If this is a new item, choose **All Members**.
33 -
34 34  {{include reference="KBSupportCTA.WebHome"/}}