Store/Event gives you a flexible, fully functioning platform to manage sales, registrations, and inventory—all in one place. Whether you are selling product, hosting paid events, or offering free classes, this tool makes it easy to create, customize, and organize everything you need. You can quickly build or clone stores, products, and event registrations, then track performance with detailed reports on sales, attendees, inventory, and selected options.
CATALOG
The Catalog menu in Events/Store toggles open to show the menu items listed below. The Registration menu further opens to show a submenu. Each menu item listed below links to more information about that item.
NOTE: A store should be created before creating products or registrations, as you can only see them when assigned to a store. To create a store, navigate to Store/Events > Store Settings > Stores. Please refer Store Settings .
CATEGORIES
Category List
- Click the +ADD button to add a new category.
- Select the number of categories to display on one page. Options are: 5, 10, 15, 25, 50, 100, 500, 1000.
- The button to Customize Columns allows you to add and/or remove columns from the list view. Default is Category Name and Sort Order.
- Action allows you to Edit or Delete the Category.
ADD CATEGORY
Click the “+ ADD” button to create a new Category or select “Edit” from the Action list to edit an existing Category. This option includes two tabs, General and Data. There are two tabs to add information to: General and Data.
Add Category - General Tab
Category Name – Enter the name of the Category you are creating.
Description – Enter a description for this Category. It will appear under the Category Name in the store front when a patron selects this Category.
Meta Tag Title – Internet search engines use the title to index or categorize a site. Patrons will see this title in the search results.
Meta Tag Description – Summary of this Category that will be included in search engine results.
Meta Tag Keywords – Single words that will give search engines more information about the Category.
Add Category - Data Tab
Parent – Enter Parent Category. Categories are arranged in a hierarchical structure, with the parent category always on top.
Filters – Map any pre-created filters to a category. "Filters" are created in the menu on the left. Filters only appear on Category Pages.
Stores – Select the Store(s) this Category will be added to.
Image – Add an image that will display at the top of the category page in the store.
Note: The image area will not be visible until the category is saved. This allows the image to be stored with Click & Pledge's storage, saving you data space.
Sort Order – Enter the number for the position you want this category to appear. The number entered determines the position of the Category in the Store front menu.
Status – Show (Enabled) or hide (disabled) the Category in the store front.
Click the Save button. Your Category has been added to the Category List.
STORE PRODUCTS
Store Products List
B. Select the number of Products to display on one page. Options are: 5, 10, 15, 25, 50, 100, 500, 1000.
C. Filters – Enter Options to filter the list of Products you are viewing. You may filter by: Store, Product Name, Model, Price, Quantity, Status.
D. Customize Columns – add and/or remove columns from the list view.
Add Product - General Tab
Click the “+ ADD” button to create a new Store Product or select “Edit” or “Clone” from the Action list to edit an existing Store Product. This option includes nine tabs: General, Data, Links, Attribute, Option, Inventory/Recurring, Discount, Special, and Images.
Product Name – Enter the name of the Product you are adding.
Receipt Description - Enter any custom text you want to appear on the store notification (receipt) and any autoresponders.
Description Tab Customization – When the product is selected in the store this will be the title of the first tab which includes the description of the product.
Specification Customize Name – This is the title of the second tab which will include information entered in the Specifications section on the Data tab (to the right of General above).
Home Page Summary - This text will show on the product in the store home page. Character limit is 140 characters.
Description – Enter a description for this Product. This is the information that will appear in the first tab reference above and may be quite detailed.
Meta Tag Title – Search engines use the title to index or categorize a site. Patrons will see this title in the search results.
Meta Tag Description – Summary of this Product that will be included in search engine results.
Product Tags – Single words that will give search engines more information about the Product.
Add Product – Data Tab
Model
This section is for optional product information.
Model – If your product does not have model number, you may create one for the product using a combination of letters and numbers.
Item SKU – Assign a SKU (Stock Keeping Unit) for the product. The SKU is a unique identifier for the product. It is an alpha numeric character string created by your organization and is used for mapping in Salesforce.
Item GAU - Add a GAU (General Accounting Unit) if desired.
UPC – If applicable enter the UPC (Universal Product Code). UPCs are barcode symbols that manufacturers use to identify their products electronically.
EAN – If applicable enter the EAN (European Article Number now called the International Article Number).
JAN – If applicable enter the JAN (Japanese Article Number now called the International Article Number).
ISBN – Uniquely identifies each published book. ISBN numbers are given for each edition of a book.
MPN – A unique number that is issued by manufacturers to identify individual products.
Location – Product storage location at your facility.
Price
Price Options – Select Open Price or Fixed Price.
- If you select Fixed Price, the amount is a required field .
- If you select Open Price you may set a minimum price and a maximum price.
Fair Market Value – If applicable, enter the Fair Market Value of the item.
Tax Class – If the item is taxable, this will apply the correct taxes at checkout. (The tax classes are set in the store settings area.)
Stock
Available Stock - Enter your inventory here. If you answer Yes to "Subtract Stock" below, inventory will be adjusted when registrations are purchased or credited. You may add extra stock as necessary.
Minimum Quantity – The minimum quantity the patron must purchase to add the item to the cart.
Maximum Quantity – The maximum quantity the patron is allowed to purchase.
Subtract Stock – When you select “Yes” the quantity purchased will be subtracted from the remaining inventory.
Out Of Stock Status – Select message patron will see if inventory has been depleted. You may add additional status options under
Specification
Requires Shipping – Is this a product that will require shipment to the patron? If you select Yes, you may add the number of shipping days.
Dimensions – Enter length, width, and height of packaging for this product.
Store Display
Display Start Date and Time – Date and time this product will be displayed in the store.
Display End Date and Time – Date and time this product will no longer be displayed in the store.
Sales Start Date and Time – Date and time this product will be available for shipment.
Sales End Date and Time – Date and time this product will no longer be available for shipment if applicable.
Status – Enabling makes the product publicly available in the store. Disabling allows the product to be edited in the admin but hides it from the store front.
Featured Display as hot item? – Check this box to identify this product as a “Hot Item”.
Featured Sort order – Identifies the position of the product in the list displayed in the store front.
Add Product - Links Tab
Manufacturer – Enter the name of the manufacturer of the product.
Categories – Enter the name of the Categories this product belongs to.
Filters – Enter the filters to be applied for this product. Filters are created in “Filters” from the menu on the left.
Stores –
- Store column – select the Store(s) in which the product will be displayed.
- Home Page column – select if you want the product to display on the home page. (This should be unchecked for items to be displayed in a category, but not the entire store, and for the "additional donation at checkout".)
- Box Office column – select if you want the item to display in the box office. In some cases you may want an item to appear in the box office ONLY. In such cases you would check the store and the box office, while not having the item appear on the home page or in any category.
Downloads – If the product is an eBook, enter the link for the download here.
Related Products – Enter products related to this product. These products will be displayed on that product's page for the customer to view. When you begin typing in the space, a drop-down box will appear with available selections.
Add Product – Attribute Tab
Attributes are created in the lefthand menu and then selected in the Attribute tab for each product.
Click “+ADD” to add a new Attribute.
Attribute – Assign an Attribute to this product. Begin typing the name of the attribute and a drop-down box will appear with available selections. Attributes are created in “Attributes” on the left.
Text – Enter the text your patrons will use to compare this product with similar products, i.e., size, dimensions, color, etc.
Add Product – Option Tab
Options are created in the lefthand menu and then selected in the Options tab for each product. Begin typing the name of the option you want to add. Select from the list that appears. You may add multiple options to each product.
Required – Are patrons required to make a selection for this product?
Option Value - Add each option value that your patron may choose from. Enter data in option value fields as required for your form. You may control the inventory for the option and add or subtract from the base price, for example minus $5 for a child's size or plus $50 for a family membership.
Add Product – Subscription Tab
Does this Product Support Recurring – Check the box if this may be a recurring purchase.
Recurring Types
The Label of each option may be changed.
Periodicity – Check the box(es) for the options you wish to offer. You may choose from Week, 2 Weeks, Month, 2 Months, Quarter, 6 Months, or Year.
Number of Payments – Will the recurring have an indefinite number of transactions processed, or will it be a limited number of payments?
- Indefinite Only – payment will continue until the patron asks you to cancel them.
- Open Field Only – the donor enters the number of payments they would like to make.
- Indefinite + Open Field Option – The organization sets the number of default payment with a maximum of 999.
- Fixed Number – Organization enters the number of payments that will be made.
Enter the Default number of Payments" and "Maximum number of installments"
Add Product – Discount Tab
This allows a discounted price to be offered to either a specific Customer Group, such as Members, or to all customers with a certain number purchased. For example, the price could be $10 each but reduced to $8 for purchases of more than 20 units.
Click “+ADD” to add a new Discount.
Customer Group – Select the Customer Group this discounted price applies to. Customer Groups are created under “Customer” in the menu on the left.
Min. Quantity – Quantity of this product that can be purchased at the discounted price.
Priority – Adding a priority number, such as 1, 2 or 3, will determine when this discount will be used when other discounts are applied to the customer’s order. A “1” will apply this discount first while a “2” will apply this discount second, and so on.
Discounted Price – This is the discounted price to the patron.
Start Date – The date this discount will begin.
End Date – The last date this discount will be applied.
Add Product – Special Tab
This allows a discounted price to be offered to either a specific Customer Group, such as Members, or to all customers within a specified date range. For example, the price could be $100 each but reduced to $80 for an "earlybird" special for a specified time period.
Click “+ADD” to add a new Special.
Customer Group – Select the Customer Group this discounted price applies to. Customer Groups are created under “Customer” in the menu on the left.
Priority - Adding a priority number, such as 1, 2 or 3, will determine when this discount will be used when other discounts are applied to the customer’s order. A “1” will apply this discount first while a “2” will apply this discount second, and so on.
Discounted Price - This is the special price to the patron.
Start Date – The date this special will begin.
End Date – The last date this special will be applied.
Click the Save button to save this Product. Once the product is save you may edit it and add an image under the Image tab.
Add Product – Images Tab
After saving the Product, the Image Tab will become available. Images can quickly use your storage in Salesforce so the images are saved in Click & Pledge storage.
You may upload an image from your computer or select and image from Pixabay. Pixabay is a free third party app you can add to CONNECT and use in CONNECT and Salesforce.
REGISTRATION
A Registration or Ticket differs from a Product in that you can collect attendee information and ask custom questions. Attendee (Contact) information and custom questions are added in the menu on the left.
The attendee information and answers to custom questions may be edited in the Sales/Orders > Attendees section in the left menu. Event Check-In and Check-out is available through the Click & Pledge Swiper 1 app or may be managed through the Sales/Orders > Attendee area.
Attendee information may also be edited by the registrant either by logging into their account in the store or through the Patron Portal.
TICKETS/TICKET LIST
NOTE: Before you create your registration, create the Contact Form, Custom Question Sections (if needed), and Custom Questions as required if they have not already been created.
Creating a new Registration
Click the “+ ADD” button to create a new Event Ticket, or from the Action list select “Edit” to edit an existing Ticket or select “Clone” to duplicate an existing Ticket. This option includes ten tabs, General, Data, Add-To-Calendar, Links, Contact Information, Custom Questions, Option, Subscription, Discount, Special. Ticket/Certificate, Images, and Attendees.
Note: The Images tab will only appear after the registration is saved.
ADD REGISTRATIONS - General Tab
Event / Registration Name – Enter the name of the Ticket created for this Event Ticket.
Receipt Description - Enter any custom text you want to appear on the store notification (receipt) and any autoresponders, such as event date and start time, wear comfortable shoes, etc.
Event Start Date - Enter the date and time your event begins.
Event End Date - Enter the date and time your event ends.
Organizer – If desired, select the name of the Organizer for this event. Organizer names are added in the “Organizer” tab on the left.
Description Tab Customization - Customize Name - When the product is selected this will be the title of the first tab which includes the description of the product. If no title is added, the tab will not show on the registration. Character limit is 50 characters.
Registration Tab Customization - Customize Name - This is the title of the second tab which will include Registration information such as the attendee information and custom questions. If a title is not added, the tab will not show on the registration, Character limit is 50 characters.
Home Page Summary - This text will show on the product in the store home page. Character limit is 140 characters.
Description Information & Description - Enter a description for this Registration. It will appear under the Description Name in the store front when a patron selects this Product.
Meta Tag Keywords – Single words that will give search engines more information about the Product.
Add Registration – Data Tab
Location
Enter the name and address of the venue for the event. After entering the address click the Search button and the location will appear on the map.
Price
Price Options – Assign Price Options. Additional Price Options may be added in the “Options” tab in the menu on the left.
Price – If you selected fixed price, enter the price here.
- If you selected Open Prices:
- Minimum Price –Enter the Minimum Price for the open price field.
- Maximum Price – Enter the Maximum Price for the open price field.
Fair Market Value – If applicable, enter the Fair Market Value of the item.
Item SKU – Enter the item SKU for this Registration.
Item GAU - Enter the item GAU for this Registration.
Tax Class – If the item is taxable, this will apply the correct taxes at checkout.
Stock
Available Stock - Enter your inventory here. If you answer Yes to "Subtract Stock" below, inventory will be adjusted when registrations are purchased or credited. You may add extra stock as necessary.
Minimum Quantity – The Minimum Quantity the patron must purchase to add the item to the cart.
Maximum Quantity User Can Buy (per Email) – The Maximum Quantity the patron is allowed to purchase per email.
Subtract Stock – When you select “Yes” the quantity purchased will be subtracted from the remaining inventory.
Out Of Stock Status – Select message patron will see if inventory has been depleted. Additional options for the Stock Status may be entered under Store Settings > Localization > Stock Status in the menu on the left.
Specification
Store Display
Display Start Date and Time – Date and time registration be displayed in the store.
Display End Date and Time – Date and time this registration will no longer be displayed in the store.
Sales Start Date and Time – Date and time registration will be open for purchase.
Sales End Date and Time – Date and time this registration will is closed for purchase.
Status – Is the registration Active or not Active?
Featured Sort order – Identifies the position of the product in the list displayed in the store front.
Add Registration - Add-to-Calendar Tab
Check the box to allow the patron to add the event to their calendar.
Title – Enter the name of the Event you are adding Tickets for.
Patron Add to Calendar - This may be set to default or custom. If you select custom you will be able to enter the start date and time, end date and time, location, and a calendar description.
Add Registration – Links Tab
Categories – Enter the name of the Categories this product belongs to.
Stores –
- Store column – select the Store(s) in which the product will be displayed.
- Home Page column – select if you want the product to display on the home page. (This should be unchecked for items to be displayed in a category, but not the entire store, and for the "additional donation at checkout".)
- Box Office column – select if you want the item to display in the box office. In some cases you may want an item to appear in the box office ONLY. In such cases you would check the store and the box office, while not having the item appear on the home page or in any category.
Downloads – If there is something for the patron to download associated with the registrations, such as an agenda or a waiver, add it here. The patron will access it in the patron portal.
Related Tickets – Enter previously created Tickets related to the Ticket you are creating. These products will be displayed on that product's page for the customer to view. When you begin typing in the space, a drop-down box will appear with available selections.
Add Registration – Contact Information Tab
Collect Contact Information – Check this box if you would like to collect contact information for attendees.
Form Header Label - If desired, enter a header label, such as "Attendee Information."
Contact Form - Select the desired form from the dropdown menu. (Note: to create a form, go to "Contact Forms" under the Registration section on the left menu.
Tickets Included - Enter the number of tickets included with the registration.
If the number of tickets included is greater than one you will see the following fields that you may customize the field labels:
- Attendee Section Label
- Next Attendee Button Label
- Provide Later Checkbox will allow the registrant to provide Attendee names at a later date.
- Provide Later Label
- "Add" Button Label
Here is an example of the Attendee section of the registration.
Add Registration – Custom Questions Tab
Custom Questions and Custom Question Sections are created under the Registration section on the left menu. They are available for all registrations. In each registration, questions may be added individually or put together in Sections. These sections can be reordered by dragging them up or down in the admin page.
Click “+ADD/Delete Question(s)” to add a new Custom Question(s). (Note: to create the Custom Question, go to "Custom Questions" under the Registration section on the left menu.)
Select the desired question(s) from the available list and move it to the selected side. Click "Save."
Questions will now appear in the Questions list. To delete a question, click “+ADD/Delete Question(s)," highlight the question to be deleted, and move it to the left side.
Add Section
(Note: to create the Custom Question Section, go to "CQ Sections" under the Registration section on the left menu.)
Click “+ADD Section” to add a new Section(s) Select the Section from the dropdown menu. Select all desired questions on the available list and move them to the selected side. Click "Save."
The Sections will now appear in the Sections List. Toggle to open each section and see the questions included. Click the gear icon next to each section to edit or delete.
To reorder the sections, click on the Section Name under the Sections List and drag up or down.
Add Registration – Option Tab
Begin typing the name of the option you want to add. Select from the list that appears. You may add multiple options to each registration.
Required – Are patrons required to make a selection for this product?
Option Value - Add each option value that your patron may choose from. Enter data in option value fields as required for your form.
Add Registration – Subscription
Does this Product Support Recurring – Check the box if this can be a recurring purchase.
Recurring Types - The Label of each option may be changed.
Periodicity – Check the box(es) for the options you wish to offer. You may choose from Week, 2 Weeks, Month, 2 Months, Quarter, 6 Months, or Year.
Number of Payments – Will the recurring have an indefinite number of transactions processed, or will it be a limited number of payments?
- Indefinite Only – payment will continue until the patron asks you to cancel them.
- Open Field Only – the donor enters the number of payments they would like to make.
- Indefinite + Open Field Option – The organization sets the number of default payment with a maximum of 999.
- Fixed Number – Organization enters the number of payments that will be made.
Add Event Ticket - Discount Tab
Click “+ADD” to add a new Discount.
Customer Group – Select the Customer Group this discounted price applies to. Customer Groups are created under “Customer” in the menu on the left.
Quantity – Quantity of this product that can be purchased at the discounted price.
Priority – Adding a priority number, such as 1, 2 or 3, will determine when this discount will be used when other discounts are applied to the customer’s order. A “1” will apply this discount first while a “2” will apply this discount second, and so on.
Discounted Price – This is the discounted price to the patron.
Start Date – The date this discount will begin.
End Date – The last date this discount will be applied.
Add Registration – Special Tab
Click “+ADD” to add a new Special.
Customer Group – Select the Customer Group this discounted price applies to. Customer Groups are created under “Customer” in the menu on the left.
Priority - Adding a priority number, such as 1, 2 or 3, will determine when this discount will be used when other discounts are applied to the customer’s order. A “1” will apply this discount first while a “2” will apply this discount second, and so on.
Discounted Price - This is the special price to the patron.
Start Date – The date this special will begin.
End Date – The last date this special will be applied.
Add Registration – Ticket/Certificate Tab
Admission Tickets can be sent to attendees by completing the information here. Before adding, the ticket must be designed in the Ticket Designer located in the menu on the left. (Make sure the toggle next to "Registration" is opened.) Tickets will be sent to each attendee provided their email address is included in the Attendee Information section of the registration.
Email Subject - Enter the text for the subject line of the email delivering the ticket to your patron.
Designs - Select the name of the template you designed for this registration ticket.
Number Prefix - What is the prefix to the ticket number. For example 100, 1000, 5000. etc.?
Start Number (required) - What is the beginning number after the prefix?
Number Increment (required) - How do you want the numbers assigned? In increments or 1. 3. 5. etc.
Add Registration – Image Tab
After saving the Product, the Image Tab will become available. Images can quickly use your storage in Salesforce so the images are saved in Click & Pledge storage.
You may upload an image from your computer or select and image from Pixabay. Pixabay is a free third party app you can add to CONNECT and use in CONNECT and Salesforce.
Add Registration – Attendees Tab
Attendee information will display in this list. You may click on the Attendee name to view and edit Attendee details.
The Attendee report may be downloaded by clicking the button at the top.
ℹ️Paid Attendees who have cancelled their registration will still appear in the attendee list, but their status will be "credited." When downloading the attendee report in excel, these may be deleted.
ℹ️Free registrations and registrations with custom payment types such as cash or check can be "credited" in the Sales/Orders menu, enabling these cancellations to be flagged in the attendee report as well.
CONTACT FORMS
Contact forms are forms used in a registration to collect information about the attendees for their contact record. While many organizations collect first name, last name, and email address, you can ask for any information that is on the contact record. Once a Contact Form is created, it will be available in the "Contact Information" tab under the registration. Best Practice: Name the Form with its contents. A name like "Gala Contact Information" will cause confusion for future registrations. A Name like "Name email and meal preference" or "Name Email and Company will make it clear what is in that Contact Form.
To create a new Contact form, click "+Add." Name the form. First and Last name are pre-selected as field labels, mapping to First and Last name. They are preset to "Required" and " Visible." Use the + at the right to add additional fields. All fields on the contact form are available. The Field Label will automatically populate with the contact field name, but you many customize as desired. Click required and visible as desired. (An invisible Field will pass information for mapping that is not visible to the registrant.) Save when all fields have been added.
CQ SECTIONS
This is where the sections are created for Custom Questions. To make a new section click "+Add."
Name the Section and save. Custom Question Sections are then added at the registration/ticket level.
Note: The Custom Question Section order may be changed in the admin by dragging and dropping the name in the question list.
CUSTOM QUESTIONS
This is where the Custom Questions are created. To make a new question click "+Add."
- Enter the question name and any desired description. This description may be placed above or below the question, or as a help/hint.
- Check the boxes for Required and Visible as desired.
- Select the Answer Type. Options are: Check Box, Currency, Date, Number, Number Decimal, Picklist, Radio Button, Text Area, and Text Box. For Check Box, Picklist, and Radio Button, enter the answers/options the patron may select from.
- Add Question SKU as desired.
Custom Questions are then added at the registration/ticket level.
Note: The Custom Question order may be changed in the admin by dragging and dropping the name in the question list.
TICKET DESIGNER
Click the “+ ADD” button to select a template and create a new Event Ticket, or from the Action list select “Edit” to edit an existing Ticket or select “Clone” to duplicate an existing Ticket.
In the ticket designer, you may select or edit the design elements, the design properties, and add merge fields.
To add a merge field, place your cursor in the desired location in the template. On the left-hand side, click the icon for Merge Tags. Navigate to the desired tag - for example, QR Code - and click on it. The merge tag will be added into the template at the cursor location.
ORGANIZER
Click the “+ ADD” button to create new Organizers for Registrations
Organizer Name – Enter the name of the Organizer. This is not required to be a user in your Salesforce instance.
Sort Order – Enter the position of this Organizer in the list. The list begins with the lowest number.
SALESFORCE PRODUCTS
You may create Products in Salesforce (Salesforce > Products). If you like, you may add one or more of your Salesforce Products to your Store in Click & Pay. We've made this easy for you.
A Salesforce Product is an object in Salesforce. Be aware Salesforce Products do not have as many fields as the Products you create in Click & Pay.
When you go to Click & Pay > Store/Events > Catalog, you will see Salesforce Products In the menu on the left.
Within Salesforce Products you will see all your Salesforce Products listed that are in your Salesforce instance. Below are instructions for adding them to a Store.
Under Store/Events > Catalog > Salesforce Products
- On your list of Salesforce Products find the product you wish to add to a Store
- On the right side click on the Actions icon for that Salesforce Product
- Select Edit
- Click on the Links tab
- Check the box for the Store(s) you would like the Salesforce Product to be included
- Click Save
The product will be moved from Salesforce Products to Store Products.
FILTERS
Filters appear in the store at the Category Level. When a category is select, the patron may check boxes to filter what is displayed. After a filter is created here, you assign it to the category in the Category > Data tab.
Click the “+ ADD” button to create a new Filter, or from the Action list select “Edit” to edit an existing Filter.
Filter Group Name – Enter than name of the Filter Group you are adding.
Sort Order – Enter the position of the Filter Group in the list. The list begins with the lowest number.
Filter Name – Enter the name of the filter(s) to be added to this group.
Sort Order – Enter the position of the Filter in the group list. The list begins with the lowest number.
Action – Delete the filter if no longer needed.
ATTRIBUTES
Click the “+ ADD” button to create a new Attribute, or from the Action list select “Edit” to edit an existing Attribute.
Attribute Name – Enter the Attribute name(s).
Attribute Group – Enter the name of the Attribute Group this Attribute is part of.
Sort Order - Enter the position of the Attribute in the group list. The list begins with the lowest number.
Attribute Groups
Click the “+ ADD” button to create a new Attribute Group, or from the Action list select “Edit” to edit an existing Attribute Group.
Attribute Group Name – Enter the name of the Attribute Group.
Sort Order - Enter the position of the Attribute in the group list. The list begins with the lowest number.
OPTIONS
Click the “+ ADD” button to create a new Option, or from the Action list select “Edit” to edit an existing Option.
Option Name – Enter the name of the Option that is being offered.
Type – Select from the drop-down list how the Option will be selected.
Sort Order - Enter the position of the Attribute in the group list. The list begins with the lowest number.
Option Values
Click the “+ ADD” button to create a new Option Value, or from the Action list select “Edit” to edit an existing Option Value.
Option Value Name – Enter the name of available options.
Sort Order – Enter the position of the Attribute in the group list. The list begins with the lowest number.
Note: After you add the Option Value, if you wish you may edit and add an image for the Option Value.
COUPONS
Click the “+ ADD” button to create a new Coupon, or from the Action list select “Edit” to edit an existing Coupon.
Coupon Name – Enter a descriptive name of the coupon.
Code – Assign a code that the customer needs to enter in the shipping cart to use the coupon at time of purchase.
Coupon Type – The discount type can be a fixed amount or a percentage of the total amount.
Discount – Enter the fixed dollar amount or the percentage of the discount.
Total Amount – The minimum cost required to qualify for the discount.
Free Shipping – Is this product eligible for free shipping?
Products – Enter the product(s) this Coupon will apply to. If no products are entered, the coupon will apply to the cart.
Categories – Enter the Category this Coupon will apply to.
Start Date – The date patrons may begin using this Coupon.
End Date – The last day patrons may us this Coupon.
Uses per Coupon (Quantity) – Limits how many times the Coupon may be used by patrons.
Uses per Customer (Quantity) – Limits how many times a customer may use this Coupon.
Status – Enable or Disable the coupon for use in the store.
Note: After the Coupon is created, a History tab will be added to the record. This tab provides a Coupon History List.
MANUFACTURERS
Click the “+ ADD” button to create a new Manufacturer or from the Action list select “Edit” to edit an existing Manufacturer.
Note: After the manufacturer is added and saved, you may edit the Manufacturer’s record and add an image.
Manufacturer Name – Enter the manufacturer’s name.
Sort Order – Enter the position of the Attribute in the group list. The list begins with the lowest number.
DOWNLOADS
Click the “+ ADD” button to add the name of a Download, or from the Action list select “Edit” to edit an existing Download. Most file formats are supported, except .exe.
Note: After the name of the downloadable product is added and saved, you may edit the record to add an image.
INFORMATION
Add Information – General
Click the “+ ADD” button to provide additional Information about your organization, your store, or products in the Store. You may also select “Edit” from the Action list to edit existing Information. Information created here will be used in two places:
- Terms and Conditions on the checkout page
- Under the Information Column in the store footer for (Legacy Footers only.)
Information Title – This is the title of the information page. If used in the footer, this text will be a clickable link to the page with the information provided in the description.
Description – Description that will be displayed on the information page.
Meta Tag Title – Search engines use the title to index or categorize a site. Patrons will see this title in the search results.
Meta Tag Description – Summary of this Category that will be included in search engine results.
Meta Tag Keywords – Single words that will give search engines more information about the Category.
Add Information – Data
Stores – Check the box for the Store(s) this Information will be added to.
Bottom – Check this box if you would like this Information to appear in the footer (Legacy Footers only).
Status – Enabling makes the Information publicly available in the store. Disabling will remove the Information from the store.
Sort Order – Identifies the position of the Information in the Information list.