Products - Setting Up Products

This article explains how to set up products within the system, including adding new products, linking product sections, and adding product fees. It also outlines the process for displaying products in the WebReg module and managing product registrations.

Navigation:
Main Menu → Services →Products
Applies To: Enterprise, Plus

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Overview

Products are special adaptations of Courses and Sections used to offer products for sale. These products, when enabled, display in a separate menu in the WebReg module. Clients can browse product categories and select items for purchase.

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Setting Up a Product

To Add a New Product:

1. Navigate to Main Menu → Services →Products
2. Click the New Product button to create a new product.
3. Complete the necessary Course fields. It's highly recommended to upload an image for the product for display purposes. This can done after you create the Product. 
4. Create the Product record.

To Add a Section to the Product:

1. Click the View button for the Product.
2. Go to the Sections tab.
3. Click the New Section button.
4. Create the Product section.

• The Calculation Method field must be set to Per Quantity.
• Set the Maximum Allowed Quantity if the client should be able to purchase more than one product.
• The Teacher 1 and Location fields are required, even if set to TBA.
  

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Adding Product Fees

Product fees are added similarly to course section fees.

• Use the same method as adding regular course section fees.
• Consider using Pick One fees for variations in the product (e.g., size or color).
• Shipping Charges: XenDirect doesn't calculate shipping, so it's recommended to add an Optional Fee for shipping. If not selected, the product description should include pickup instructions.

Important Notes:

• Quantity discounts are not available for products.
• Only Early Registration and Promo Code discounts can be used with products.

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Adding the Product Menu to the WebReg Module

Since products don't appear in the regular Course Search menu, you need to create a new menu option to display them.

To Add a Product Menu Link:

1. Go to Admin Menu → Settings → Branch Profile.
2. Click the Web Links tab.
3. Click New in the upper-right corner.
4. Enter the following details:
   • Link Title: Use "Products" or another preferred term.
   • Link URL: Enter the full URL, replacing YOURSITE with your organization’s site name:

     https://registration.xendirect.com/YOURSITE/categorySearch.cfm?products=1
     

   • Type: Select Same Window.
   • Location: Select Left for the menu.
   • Order: Set the order number to 2 (after Course Search).
5. Click Create.

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Conclusion

This page provided the steps for setting up a product, adding fees, and configuring the WebReg module to display products. Continue to the next page for details on managing product registrations, adding shipping fees, and handling product purchases.