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Navigation: Main Menu »» Courses »» Courses (view + Sections tab)
Applies To: Enterprise Plus
Overview
Products are a special adaptation of a Course and Section used to offer a Product for sale. Products that are enabled to display in the WebReg module will display under a separate menu item other than the Course Search. If there are no enabled Products and the menu option has been added, the menu item will still display.
When a client selects the WebReg menu option for Products, they are redirected to a Category search page showing all the product categories. If an image has been added to the Course Category, the image will also display with the category title. The categories will display in a three-column grid format. When the client clicks on a category, they are redirected to a page displaying all the products for that category in a three-column grid format. Images will also display if the Course record has an image uploaded. When the client then clicks on a product, the client is redirected to the detail page from which they can add to their cart. Note that clients purchase products under their record only and cannot purchase them under the name of a member account.
Setting Up a Product
- Before adding the Course record for the product, make sure the Course Category to be used is tagged to Product type rather than Course type.
- Add a Course record and set the Product Type = Product.
- Tag the Course to the Category that is also linked to the Product type.
- Complete other Course fields as desired. It is highly suggested to include an image for the product for display when selling the product on the WebReg module. Save the Course record.
- Add a Section to the Course. Add all required fields.
- Note that the Calculation Method field can only be set to Per Quantity. To allow a client to purchase a quantity greater than one, set the Maximum Allowed Quantity field to a value greater than one. The client will be able to purchase up to the value entered.
- The Teacher 1 and Location fields are required even though that field is not used to display presenters. It is suggested to set those to a TBA value.
- Complete other Course Section fields as desired. Save the record.
Adding Product Fees
- Add Product Fees using the same method as adding Course Section Fees using required and variable fees as desired.
- Consider using Pick One fees for accounting for variation in the product such as color or size. Although this could also be handled as different sections of the same product. It could simplify the selection for the client if there are many products available.
- Note that shipping charges are not calculated by XenDirect. It is suggested that to add shipping charges, add an Optional fee for the shipping charges. If they do not select the shipping option, the product description should include instructions for product pick up.
- Note: Quantity discounts are not enabled for Products. Only Early Reg and Promo Code discounts can be used with products.
Adding Product Menu to WebReg Module
- Products do not display in the regular Course Search menu option of the WebReg module. Instead, a new menu option is needed to display products.
- From the Admin Menu »» Settings »» Branch Profile, go to the view mode of the Branch Profile.
- Click on the Web Links tab.
- Click the New button to the upper right corner of the Branch view screen.
- Title: The actual link text the client will see on the page. We suggest using the word Products.
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Website URL: The full URL of the link. In this case, that will be as follows where YOURSITE would be your organization’s site name. Organizations with custom URLs should modify the following URL accordingly.
- https://registration.xenegrade.com/YOURSITE/categorySearch.cfm?products=1
- URL Start and End Date: Leave blank.
- Type: Select Same Window as the target window for the link.
- Location: Select Left to display the link as a menu option.
- Image: The image field is optional.
- Order: We suggest setting the menu order = 2 or higher, so the Products menu displays second or lower in the menu after the Course Search.
Adding Registrations to Products
- From the WebReg module, clients can purchase products once they add the Product to their cart. The balance of the checkout process is the same as is for courses.
- From the Admin Module, user can register clients for product purchases via the Main Menu »» Clients »» Registration tab. Select Products from the drop-down option. The balance of the purchase process is the same as is for courses.
- Re-Purchase of Products: XenDirect restricts duplication of the same Client registered for the same Assignment no more than one time. This same restriction exists for products as well. If a Client makes a re-purchase of the same Product from the WebReg module, the quantity of the existing product purchase will be modified to reflect the total of the past purchase plus the new purchase. From the Admin module, the user should increase the quantity of the existing Product registration record by the new additional quantity.
Shipping Fees
Shipping fees can be embedded in the product's fee or added directly to the product's fee list as a shipping fee. These methods would charge the client for every purchase they make. However, there is an option for adding a Single Shipping Fee to an order no matter how many products are purchased.
- The Single Shipping Fee feature works automatically on the WebReg module. On the Admin module, add the single shipping fee to the invoice manually.
- With this feature, only one shipping fee will be added to the cart per Branch no matter how many products are added per Branch.
- All existing fees linked to a Product will be included regardless of the Single Shipping Fee. Remove any product level unwanted shipping fees or they will also be charged.
- Single Shipping Fees are per Branch for a multi-Branch site.
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Use these steps to create a Single Shipping Fee:
- Add a Revenue Item called Single Shipping Fee. This is a reserved name.
- Add a Global Fee with the Single Shipping Fee as the Revenue Item. Set all relevant fields.
- Only set start and end dates when you desire to control when the fee is charged or if the fee changes over time.
- Save changes. The Single Shipping Fee is now active.
Rick Stern
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