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Creating a new Product Category

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

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 Is Obsolete: When this Product Category is no longer needed or used, it can be marked as Obsolete.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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Product Categories are vital for setting up discounts; 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 PaymentsPayments”.

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 shown here. This includes payments as well as refunds, irrespective of if they have been paid or not.

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

Browse Sales

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

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 be shown 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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