This article explains how to manage product registrations, handle re-purchases, and apply shipping fees. It also covers how to manage shipping fees for multiple products in the system.
Navigation:
Main Menu → Services →Products
Applies To: Enterprise, Plus
Managing Product Registrations
From the WebReg Module:
- Clients can register for products after adding them to their cart.
- The checkout process is the same as for course registrations.
From the Admin Module:
- To register clients for products, go to Main Menu → Clients → Assignments.
- The process for completing the registration is the same as for courses.
- Be sure to select Product for the Service Type.
Re-Purchase of Products:
- XenDirect restricts clients from purchasing the same product more than once.
- If a client re-purchases a product, the quantity will be updated to reflect the total quantity (previous purchase + new purchase).
- In the Admin module, the user should manually update the quantity in the product registration record.
Shipping Fees
There are two methods for handling shipping fees:
- Shipping Fee Embedded in Product: Add the shipping fee directly to the product's fee list.
- Single Shipping Fee: Charge one shipping fee for any number of products purchased.
Single Shipping Fee Setup:
- Revenue Item: Create a Single Shipping Fee revenue item (this name is reserved).
-
Global Fee: Add a global fee with the Single Shipping Fee as the revenue item. Set all relevant fields.
- Start and End Dates: Set only if you want to control when the fee is applied or if it changes over time.
- Save Changes: The Single Shipping Fee is now active.
Important Notes:
- Only one shipping fee will be added per branch, no matter how many products are purchased.
- If there are other shipping fees linked to a product, remove them to avoid duplicate charges.
- Single Shipping Fees are applied per branch in a multi-branch site.
Conclusion
Managing product registrations, shipping fees, and re-purchases is straightforward when following these steps. These instructions will help you keep your product offerings well-organized and easily manageable. For further assistance, refer to related articles or contact support.