Page Comparison

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Set Up

1. Navigate to “Shop Shop > Configure Club Shop”Shop.

2. Registration Wizard: Select which Registration Wizard to use for non-members who wish to make a purchase through your Shop. It is recommended to create a new Registration Wizard specifically for the Shop that collects the minimal amount of information, and doesn’t offer membership. Read more about Registration Wizards in this guide: How to Create a Registration Wizard

   

3. Vendors: Vendors allow you to have different products to be sold by different people/businesses. So the Club may be one Vendor, with the head coach another, and an external clothing business selling club kit another. This allows them to manage their own products and orders without interfering with other Vendors’ dealings in the Shop, as well as ensuring the money from purchases goes to the correct person.

   1. Add Vendor: Click “Add Vendor” to add a new Vendor.

      

   2. Complete the wizard:

      

      1. Name: The name of the Vendor.

      2. Email address: A contact email address for the Vendor.

      3. Website: An external website for the Vendor, if applicable.

      4. Admin Member: Start typing the name of the user which will be admin for the Vendor, and select their name from the drop-down. If this is going to be an external Vendor, you may need to add them to the system. Follow this guide to add them: How to Add Individual Users to the System

      5. Payment Scheme: Select which Payment Scheme products sold by this Vendor will use. This will ensure that payments go to the correct person/account. Read more about Payment Schemes in this guide: Payment Methods, Plans, and Schemes

      6. Active: When this Vendor is no longer needed or used, it can be unchecked. Make sure this is checked when creating a new Vendor.

      7. OK: Once happy with the details, click “OK” to create the new Vendor.

   3. Shipping Options: Purchasers must choose a shipping option in the basket to choose how they will receive their Product (if it is a physical product). You can include different options at different prices, and may even want to include a “collection” option.

      1. Add: Click the green “Add” button to add a new Shipping Option.

         

      2. Complete the wizard:

         

         1. Name: The name of the Shipping Option.

         2. First Item Cost: Set the cost of delivery for the first item within an order. If the cost of delivery is a flat fee, regardless of the size of the order, this will be the cost.

         3. Extra Item Cost: Set the cost of delivery for each additional item within a single order. If delivery is a flat fee, set this to 0. For example, each item may cost £3 to deliver, and the customer has to pay accordingly.

         4. Free Threshold: If set, this will be the cost that above which Shipping is free. For example, if you want to offer free shipping on orders over £50, you would set this value to 50.

         5. Shipping Time: An estimate for shipping time. If either end of the range is left blank, it will be open ended.

         6. Notes: Any notes about the Shipping Option.

         7. Shipping Address Required: If checked, the user will have to enter their address. If the Shipping Option involves collection by the user, leave this unchecked.

         8. Obsolete: When this Shipping Option is no longer needed or used, it can be marked as Obsolete. Leave this unchecked when creating a new Option.

         9. Save: Once happy with the details, click “Save” to save the Shipping Option

      3. Repeat steps to add all Shipping Options

Products

1. Navigate to “Shop Shop > Browse Club Shop”Shop.

Departments

1. Sub-departments:

   

   1. Click the green plus button to add a new Department.

   2. Complete the wizard:

      

      1. Parent: Select which Department the Sub-Department will sit within. “(root)” will make it a top-level Department.

      2. Name: The name of the Department.

      3. OK: Once happy with the details, click “OK” to create the new Department.

   3. Repeat steps to add all Departments and Sub-Departments.

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Processing Orders

1. Navigate to “Shop Shop > Manage Club Shop”Shop.

2. Select the Vendor you want to look at orders for.

   

3. Locate the order you want to process. You can use filters to help, and even save the View to make it easier to find similar orders in the future. Learn more about Views in this guide: Views

4. View: Click “View” to see the details of the Purchase, including payment details.

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5. Record Dispatch: Click when you have dispatched the Product.

   

   1. Complete the wizard:

      

      1. Quantity: Enter the Quantity of items are being dispatched. This may be fewer than the full amount ordered.

      2. Date/Time: Enter the Date and Time that the item/s were dispatched.

      3. Notes: Enter any notes.

      4. OK: Once happy with the details, click “OK” to record the dispatch.

6. Cancel/Amend: Click when you want to cancel all or part of the order.

   

   1. Complete the wizard:

      

      1. Cancelled Quantity: Enter how many of the item are being cancelled. This may be only part of the order, or could be all of it.

      2. Refund per Unit: Enter the refund amount per item. This would allow for a partial refund to the item.

      3. Reason: Enter the reason for the cancellation or amendment.

      4. OK: Once happy with the details, click “OK” to make the cancellation or amendment.

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