Page Comparison

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Creating a new Product Category

1. Navigate to

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1. Admin > Finance > Manage Product

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1. Categories.

2. Click “Add Category”.

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3. Fill out the Alert:

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   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 Is Obsolete: When this Product Category is no longer needed or used, it can be marked as Obsolete.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.

Assigning a Product Category

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Browse Payments shows all payments that have been or are due to be made through myClubhouse, including refunds and where one purchase has been split into multiple instalments. Browse Sales only shows the purchases that have been made through myClubhouse.

Browse Payments

1. Navigate to

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1. Admin > Finance > Browse

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1. Payments.

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

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   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

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1. Admin > Finance > Browse

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1. Sales.

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

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   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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