Create Items - Member Solutions Knowledge Base

= Create Items =

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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== Navigating to Items ==

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1. Click **Setup** in the left-hand navigation sidebar.

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1. Hover over **Inventory** to expand its submenu.

1. Click **Items**.

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== The Items List ==

The Items page includes a search panel with the following filters:

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* **Keyword** – Search by item name.

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* **Type** – Filter by item type. Defaults to //All//.

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* **Category** – Filter by category. Defaults to //All//.

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* **Status** – Filter by active/inactive status. Defaults to //Active//.

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Click **Search** to display matching results.

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== Creating a New Item ==

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Click **Add New** in the top right to open the **Add Item** screen. Fill in the following fields:

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|=Field|=Description

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|**Name** //(required)//|The name of the item. Appears on invoices and in the online store.

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|**Product Code**|A barcode number used for scanning the product at point of sale.

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|**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.

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|**Category** //(required)//|The category the item belongs to. Revenue will be tracked under this category.

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|**Price** //(required)//|The price for one unit of the item.

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|**In Stock** //(required)//|Enter a specific quantity to track inventory, or check **Unlimited** if inventory tracking is not required.

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|**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.

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|**Monthly Prorating**|When checked, the item recurs monthly and is pro-rated and assigned to the member's account each month.

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|**Tax Exempt Item**|Check this box if the item should not be taxed, even if taxes are configured for its category.

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|**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).

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|**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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Click **OK** to save the item, or **Back** to return to the Items list without saving.

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author	version	line-number	content
		1	{{include reference="KBArticleHeader.WebHome"/}}
		2
		3	= Create Items =
		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.
		6
		7	----
		8
		9	== Navigating to Items ==
		10
		11	1. Click Setup in the left-hand navigation sidebar.
		12	1. Hover over Inventory to expand its submenu.
		13	1. Click Items.
		14
		15	----
		16
		17	== The Items List ==
		18
		19	The Items page includes a search panel with the following filters:
		20
		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//.
		25
		26	Click Search to display matching results.
		27
		28	----
		29
		30	== Creating a New Item ==
		31
		32	Click Add New in the top right to open the Add Item screen. Fill in the following fields:
		33
		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.
		46
		47	Click OK to save the item, or Back to return to the Items list without saving.
		48
		49	{{include reference="KBSupportCTA.WebHome"/}}

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