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Inventory Valuation Report
Inventory Valuation Report The Inventory Valuation Report provides an understanding of the cost of the inventory and the potential profits from their sale. Total inventory value is calculated as the average cost of items in inventory multiplied by the stock of those items. To generate the Inventory Valuation Rep…
Store Products report
The Store Products report will generate a list of all of your store products, along with the number sold of each item, and the number of orders for each item. The report may be filtered by date range so you can see what you have sold over a period of time, by specific categories, or saleable item. * Click Repo…
Store Product Purchases
The Store Product Purchases report will generate a list of all product sold through your store. This list can be generated for an individual contact, or all contacts. Additionally you can filter the report on specific products and/or specific date ranges. * Click Reports in the Navigation Panel. * Select the…
Remove a Product from your Store
To maintain all historical information about a product, best practice is to de-activate the product, and NOT delete the product. * On the Products tab, click the hyper-link for the product to which you wish to remove. * De-select the Is Active check-box. * Click Done .
Store Order Notifications
When an order is placed, an automated message will be sent to those staff members who have subscribed to the New Store Order Created notification. Click here for details on setting up notifications.
Add Image(s) to your Product
copy and paste. Modify height and width if desired. <p><iframe allowfullscreen="" class="embeddedObject shadow resizable" frameborder="0" height="356" mozallowfullscreen="" name="embedded_content" scrolling="no" src=" style="overflow:hidden;" type="text/html" webkitallowfullscreen="" width="700"></iframe></p> Once yo…
Add Event Vouchers to Store
The Voucher feature provides the ability for an association to sell a pack of event tickets to events with a specific category. This is perfect for associations with active sub-groups like Young Professionals or Women in Business. Attendees can buy a pack of tickets to attend these events and only need to submit one …
View Store Item Inventory
When working with "standard products" you will have the ability to set and manage inventory levels. When you initially add a product to the store, you will enter the starting inventory. As items are purchased, the starting inventory will be decreased. For store items that do not included sub items, you can view in…
Update Pricing for a Store Product
Once a product has been added to the store, use the following procedure when pricing updates are needed. Did you know... The pricing update will only take effect on a go forward. Price changes will not update orders that have already been placed. * In the Store module, select the Products tab. * Click the …
Review and Fulfill Store Orders
All orders placed through your store will be displayed on the Orders tab of the Store module. To update the status of an order once it has been fulfilled: * Click into the Purchaser's Name on the Orders tab. * Select Fulfilled from the Status list. If no selection is made, the order will remain in…
