Wiki source code of Create Items

Version 6.1 by David Stadnyk on 2026/04/21 16:23

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1.1	1	{{include reference="KBArticleHeader.WebHome"/}}
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	3	= Create Items =
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6.1	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.
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6.1	7	----
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6.1	9	== Navigating to Items ==
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6.1	11	1. Click Setup in the left-hand navigation sidebar.
	12	1. Hover over Inventory to expand its submenu.
	13	1. Click Items.
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6.1	15	----
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6.1	17	== The Items List ==
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6.1	19	The Items page includes a search panel with the following filters:
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6.1	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//.
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6.1	26	Click Search to display matching results.
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6.1	28	----
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6.1	30	== Creating a New Item ==
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6.1	32	Click Add New in the top right to open the Add Item screen. Fill in the following fields:
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6.1	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.
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6.1	47	Click OK to save the item, or Back to return to the Items list without saving.
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	49	{{include reference="KBSupportCTA.WebHome"/}}