Club Shop

The Club Shop module allows you to sell a mixture of physical and virtual products to your members, or the general public. You can sort products into different departments to make it easier for users to navigate, as well as allow external vendors to sell their products through your shop, such as an external kit company offering logo clothing. The Shop can also be used to gather donations for your club from members, or the general public.

1 Set Up
2 Products
- 2.1 Departments
- 2.2 Add Product
3 Processing Orders
4 Related articles

Set Up

Navigate to Shop > Configure Club Shop.
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
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

Navigate to Shop > Browse Club Shop.

Departments

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.

Add Product

Click the green “Add Product” button.
Settings: Set the basic fields for the Product.
1. Vendor: Select a Vendor that this Product will be sold by.
2. Name: The name of the Product.
3. Product Type: Select which type the Product will be.
  1. Physical Product: A tangible item such as an item of clothing.
  2. Tokens: Tokens to pay for other things within the site, such as Event sign-ups. Note: Tokens require the Tokens Payments Add-on Module.
  3. Document: A document, such as a certificate.
  4. Other non-physical product: Any other intangible Product, such as a raffle entry.
4. Departments: Select which Department/s the Product will be listed under. You can select more than one if you wish.
Details: Set the core details for the Product.
1. Description: A description of the Product. This can be written and formatted using the WYSIWYG editor or in HTML.
2. Custom browse description: If set to yes, you can write an alternative description for the Browse Shop page, rather than a truncated version of the main Description above.
3. Images: Add images of the Product. You can use images already uploaded to the site or upload new ones. The main image will be used on the Browse Shop page, while the rest will be on the Product page.
4. Manufacturer: Enter the name of the person/company who makes the product. This field is optional.
5. Product Code: Enter a code for the Product to help identify it. This field is optional.
6. Quantity Units: Enter how much of the Product is sold at a time. E.g. 1kg, pack of 2, etc.
Pricing: Set the costs for the Product.
1. How can members pay for the product: Select whether this Product can be paid for with money and/or Tokens. Note: Tokens require the Tokens Payments Add-on Module.
2. Price: Enter how much the Product costs.
3. RRP: Enter the recommended retail price, especially if you want to show that you are selling it for less! This field is optional.
4. Has Flexible Cost: If this is set to yes, administrators will be able to adjust the cost of the Product when adding it to their own, or another User’s basket.
5. Token Reward: Set any Token rewards for the Product. These will be added to the User’s account if they purchase this Product. Note: Tokens require the Tokens Payments Add-on Module.
  1. Tokens per unit purchase: The number of Tokens given to the User when they buy this Product. If they purchase more than one, this will be per unit.
  2. Token Expiry: Set when the awarded Tokens will expire. If left blank, the Tokens will not have an expiry date.
6. Product Categories: Set the Product Category for the Product. This can be used to make analysing financial data easier, as well as setting up Discounts. Learn more about Product Categories and Discounts in these guides: Product Categories | Discounts
Variants: Some Products come in different colours, sizes, or other variations. This option is not shown if the Product Type is set to “Tokens” or “Document”.
1. Variants: Select the number of Variants the Product has. Once this has been saved, it will not be able to be changed.
  1. Single: Select “Single” if there are no Variants for the Product, meaning it only comes as is, there are no alternatives in colour, size etc.
  2. Multiple: Select “Multiple” to add up to two different Variants to the Product, with unlimited options for each.
    1. Name: Enter the name of the Variant. In this example, “Size” is used.
    2. Options: Click the green plus to add more options for the Variant. In this example, Small, Medium, and Large are the Options for the Size Variant. You can also change the order of the Options using the arrows to move individual Options up or down.
2. Forms: You can add a single or multiple Forms to request further information from the customer when ordering this Product. Learn more about Forms in this guide: Forms
Stock Levels: You can keep track and maintain the stock levels of this Product. This option is only shown if the Product Type is set to “Physical Product”.
1. Maintain Stock Levels: Set to “Yes” to keep track of how many of this Product you have in stock.
2. Stock Level: Enter the stock count of the Product, or each Variant, if applicable.
3. Prevent Purchase when Out of Stock: If set to yes, when the Stock Level is 0, Users will not be able to purchase this Product until new stock is available and added to the system.
Product Document: This option is only shown if the Product Type is set to “Document”.
1. Digital Product Document: Enter the text that will be emailed to the user when they purchase this Product.
Visibility: Set who can see and purchase this Product
1. Product Visibility: Set who can see this Product.
  1. Promote Product: If set to “Yes”, this Product will be shown on the “Browse Shop” page, as well as when a user goes to the departments it is listed in.
  2. Available From: Set when this Product is available from. This field is optional.
  3. Available Until: Set when this Product is no longer available. This field is optional.
2. Restrict Purchasers: Set who can purchase this Product.
  1. Purchaser Member List: Select a Member List to define the users who are allowed to purchase this product. Leave set to “Everyone” to allow anyone who has access to the Shop to be able to buy this Product.
  2. Obsolete Product: Set to “Yes” when this Product is no longer being sold. For now, leave set to “No”.
Save: Once happy with the details, click “OK” to save the Product.
Repeat the steps to add all Products to the Shop.

Processing Orders

Navigate to Shop > Manage Club Shop.
Select the Vendor you want to look at orders for.
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
View: Click “View” to see the details of the Purchase, including payment details.
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.
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.