Store

Overview

The Store module provides associations/chambers the ability to sell additional resources and products to members.

Setup Your Store

Set-up Shipping Options

The Shipping functions allow you to set the shipping fees associated to a sale. Shipping fees are tied to the price of a total sale. First step is to setup pricing tiers, second is to associate those tiers to a shipping option. Access the Shipping Options via Setup > Finance > Shipping.

Set Price Tiers

The Price Tiers screen is where you can set up your shipping price thresholds. Each item in the Price Tier is a price range with a minimum and a maximum value.

1. Click Setup in the Navigation Panel.
2. Click Shipping in the Finance section.
3. Click the Price Tiers tab.

   

4. To add a price tier, click the + button.

   

5. Greater or equal than (Min) - Enter the minimum purchase dollar amount that will qualify for a designated shipping price.
6. Less than (Max) - Enter the maximum purchase dollar amount that will qualify for a designated shipping price.
7. Repeat the steps above to add all price tiers.
8. Click Save.

Set Shipping Options

On the Shipping Options tab you will create a set of shipping options, associate the price tiers, and assign the shipping cost for each tier. You may have multiple shipping option sets.

1. Click the Shipping Options tab.
2. Click the Add button.

   

3. Enter a Name for the Shipping Option set.
4. Enter a Description of the set.
5. Select the Is Active check-box to be able to select this set.
6. Account - Select the account to which the shipping revenue should assigned.
7. Click Done.
8. Click the Setup Shipping Options Tiers icon

Set Store General Settings

1. Click Store in the Navigation Panel.
2. Click the Settings tab.

   

3. The Entire Url will be initially blank. Once you have updated, and saved the Store Settings, this field will be populated with the URL for the store.
4. Store Description - The Store Description will be displayed at the top of your store page.
5. Image Settings - The image settings allow you to set the width and height of product images.
6. Click Done.

Setup Goods/Services Items for Store Products

Goods and Services allow you to define the fee items associated to the products you will sell in your store.

NOTE: You must assign Goods/Service to a Goods/Service Type of Physical Product or Digital Product to make this selection available when you add products to the store.

1. Click Setup in the Navigation panel.
2. Click Goods/Services in the Services, Products and Commerce section. A list of Goods/Services currently configured in your system will be displayed.
3. Click the New button.

   

4. On the Add/Edit Good or Service screen, configure the following:

   • Name - Provide a name for the good/service. This will be displayed when you are selecting goods or services.
   • Good/Service Type - Select a type from the drop-down list. Type will drive the goods/service items that may be selected when setting up the products in your store. Physical Product and Digital Product are store items.
   • Product Category - Select a product category from the drop-down list. Product Category is used for filtering and reporting. To add a new product category, click the + sign.
   • Description - Enter a description of the good/service. This description is displayed in the Goods/Services list.
   • Product Description - The Product Description is displayed on the web when this good/service is used. The standard word processing for formatting your text (i.e. bolding, italiczing, etc.) are available. You may also add links and images to the description.
   • Price Period - Select how this good/service is billed. You may select: Annually, Monthly, One-time, Semiannuallly, Quarterly.
   • Default Price - Enter a default price for this good/service. This price may be over-ridden when you are assigning the good/service.
   • Default Quantity - Enter the default quantity for this good/service. This would be used if a minimum purchase for this good/service is required, and may be overridden when you are assigning the good/service.
   • Accounting Type - Select either Cash or Accrual.
   • Revenue Recognition Type - Select how you will recognize the revenue for this good/service.
   • Income Account - Select the income account for this good/service. The drop-down list will be populated with the income accounts currently configured in your Chart of Accounts. You may add a new account by clicking the + sign. If you are unsure as to which account should be selected you will want to check with your accountant, as this will affect your financial statements.
   • Receivables Account - Select the accounts receivable account for this good/service.The drop-down list will be populated with the receivables account configured in your Chart of Accounts.
   • Deferred Income Account - Select the deferred income account for this good/service. The drop-down list will be populated with the deferred income accounts configured in you Chart of Accounts.
   • Deposit Account - Select the deposit account for this good/service. The drop-down list will be populated with the deposit accounts configured in your Chart of Accounts.
   • Default Revenue Recognition Months - If the revenue for this good/service will be recognized over a period of time, enter the default number of months over which the revenue will be recognized.
   • Voluntary - Select this check-box if the fees for this good/service are voluntary. A voluntary fee may be displayed on an invoice, and the member may choose to or to not pay this fee. If they choose not to pay the fee, it will not be counted against them in any past due invoices reports.
   • Product Tax Category - If this good/service is taxable, select the appropriate product tax category. The drop-down list will be populated with tax categories currently configured in your system. If you wish to add a new product tax category, click the + button.
   • Tax Set - If this good/service is taxable, select the appropriate tax set.
   • Is Recurring Fee (vs. one-time) - Select this check-box if this is a recurring fee.
   • Invoice Template - Select the invoice template to be used for this good/service.
   • Is Active - Select this check-box to activate this good/service. Only Active items may be billed.

5. Click Done to save the new good/service.

Add Products to Your Store

1. In the Store module, click the Products tab. A list of all products currently setup in your system will be displayed.

   

2. Click the Add button.

   

3. Configure the following for your new product:

   • Name - This is the name of the product that will be displayed on the public web-site.
   • Saleable Item - Select the good/service fee associated to this product. Good/Services that you have created as Physical Product or Digital Product will be displayed in the drop-down. You can add a new Good/Service by clicking the + button.
   • Category Item - Select a category item from the drop-down. Category will allow for reporting and filtering.
   • Description - Enter a description of this product. The description will be displayed on your public web-site, when someone clicks on the item.
   • Short Description - Enter a short description. The short description will be displayed above the Description when someone clicks on the item on your public web-page.

   

   • Is Active - Select this check-box to display this item in your store. If the item is no longer available, you can deselect this option.
   • Price - Enter the price of the item.

4. Click Done.