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Creating a new Product Category

1. Navigate to “Admin Admin > Finance > Manage Product Categories”Categories.

2. Click “Add Category”.

   

3. Fill out the Alert:

   

   1. Name: The name of the Product Category.

   2. Description: A short description of what the

   3. Is Obsolete: When this Product Category is no longer needed or used, it can be marked as Obsolete. Leave this unchecked when creating a new category.

   4. OK: Click OK when you have completed the window.

4. Repeat all steps to create all Product Categories. Note: Product Categories can only be deleted when they haven’t been used, after that, they have to be marked as Obsolete instead.

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In order to use the Product Categories, they need to be assigned to products that users can purchase. Below is how to add Product Categories to some of the key products within myClubhouse.

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When creating or editing an Event (Events > Events Calendar), the Product categories can be found under the “Costs” tab. If your Event is a series, you can assign different Product Categories to Instance and Series purchases. Click the drop-down check box list and select all categories that apply.

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Booking

When creating or editing a Bookable Asset (“Bookings Bookings > Admin Booking Systems” Systems and then “Configure”), after applying a cost to each bookingbookable asset type, you can define which Product Categories apply for the bookings.

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Product Categories are vital for when setting up discounts, but ; after creating them and assigning them to products, you can create discounts. Follow this guide to create Discounts: Discounts

Financial Analysis

Using Product Categories , can make Financial Analysis easier and more accurate within the myClubhouse system. Below are two examples of how Product Categories can make it easier to analyse part of your club’s finances.

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Browse Payments

1. Navigate to “Admin Admin > Finance > Browse Payments”Payments.

2. In the “Filters” button, you can select “Product Category”.

   

   1. Select the Product Categories you want to filter here. Then click “Apply” to refine the search.

   2. All payments for the selected Product Category will be show here. This includes payments as well as refunds, irrespective of if they’ve they have been paid or yetnot.

   3. This shows the sum of all the payments in the search.

Browse Sales

1. Navigate to “Admin Admin > Finance > Browse Sales”Sales.

2. In the “Filters” button, you can select “Product Category”.

   

   1. Select the Product Categories you want to filter here. Then click “Apply” to refine the search.

   2. All purchases for the selected Product Category will show here. It also shows if the item has been paid for or not.

   3. This shows the sum of all the payments in the search.

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