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Shopping Items

Shopping Items

Owned by Julian Dicks
Last updated: 28 Mar 2020
3 min read

This article will show you how to add real items to your shop.

Item View

This is the usual landing page for listing and managing shopping items.

[Back to Shop] is a shortcut to switch back to the Shop Overview.
[Item Categories] is a shortcut to Manage Shopping Item Categories
[Shopping Lists] is a shortcut to Manage Shopping Lists.

Filtering and Searching for Items

  1. Type the part of the item name.

  2. Click and the list will be filtered to those items that match.

  3. Use the [Category Filter] to narrow down the list to the specified category

Adding Items

  1. Click [+ New Item].

  2. Fill in the information for the new item.

3. Click [Create Item] to save the details and return to the list view.
4. Click [Create Item and Add Another] to save the details and return to the New Item screen so you can add another item.

Code: This is needs to be unique for your organization as it is the label used to identify this item in reports where the name would be too cumbersome. Try to give items meaningful short codes, e.g for a girl’s tracksuit size 32, you could give the code Tks-G32 and a boy’s tracksuit size 34, Tks-B34.

Price: If you do not specify a price, the item will be marked as free.

Minimum Order: by default 0, but you can specify a number >= 1 to make it compulsory.

Maximum Order: specify a number to restrict the number of items purchased in an order. e.g. No more than 5 tickets.

To make an item appear as a check box, specify a maximum order of 1.

To make the item compulsory, specify the maximum equal to the minimum. e.g. Compulsory 2 tickets, min = max = 2

Editing Items

  1. Click on the item you want to edit.

  2. Make your changes including the ability to add an image

Add an image to an Item

  1. Click on the item to which you want to add an image.

  2. Use the image selector to upload the item image.

We restrict uploaded images to a maximum 1 MB.
We recommend images that will look good at 450 x 450 pixels.

Don’t worry! We will resize it to ensure it fits nicely inside a 450 x 450 square!

Updating the Item Image

  1. Just upload the replacement image, it will take effect immediately.

Removing the Item Image

  1. Just click the [Remove Image] button under the image.

  2. Confirm the removal.

Cloning Items

  1. Click on the item you want to clone.

  2. Click [📃Clone] to clone the item’s details to a new record

Removing Items

  1. Click on the item you want to remove.

  2. Click [✖ Delete Item] to remove the item from the item database and from any Shopping List it is currently in.

  3. Confirm the deletion.

You will not be able to delete any item that has been purchased as it forms part of the permanent financial record.

Requires canViewItems and canEditItems permissions.

This is part of the Shop Tutorial

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