Cashless Campus/Online Store

1. Store Title (Optional- 32 Character limit) 

1. 
   
   
1. Default "Online Store" if not set
   
2. This will show at the top of the store as well as in the navigation
   
3. Give your store a Name to better advertise and draw interest!
   

2. Taxable rate 

1. If you know the local tax rate go ahead and include it so it is there when needed 
   

3.  Max Shipping 

1. If there is ever a possibility of you needing to ship items please include a max shipping rate
   
2. Set the MAX shipping rate to avoid situations where someone purchasing 10 items would pay the shipping rate x 10 rather than a single price for their single order.
   

4. Accepted Payment Type

1. Credit Card
   
2. Electronic Check 
   
3. Purchase Order
   

Please note: Electronic Check and Purchase Order can be enabled upon request!

5. Order Details Disclaimer

1.      This area comes with a default statement but can be altered to fit your needs and specific processes.
   

6. Store Advertisement options

1. Main Link Item
   
1. Automatically creates a tab for your store at the top of your site.
   

1. Sidebar Module
   
1. Advertisement for your store can be added to any page's sidebar layout.
   

1. Page Stack Item
   
1. Advertise your store with a pre-created ad link on your home or other Page Stack page.
   
2. To add your Online Store link to a Page Stack Simply click on the Online Store Link in your Media Options and Click the eye on the stack item to turn it on. 
   

      

1. Don't Forget to save your changes before moving on to the next section. 
   

Store Accounts Setup

1. Layout example and Sample CSV can be found by clicking the red Required Details button in the top right hand corner.
   

1. Once your Account Code(s) have been added they will in a list below in the "Manage Account Information" area
   
2. Here you can use the pencil to edit the Account Description and whether it is available at a single campus (For Multi-Site Districts) or at the District level only.
   
3. You can use the red trashcan to delete an Account Code
   

Notification Settings 

1. Add New Notification Option
   
1. Accounting Code
   
1. Choose what codes you want to receive notification from
   
2. Contact info of the person needing to receive purchase Notifications
   
1. Full Name  
   
2. Email address 
   

1. Below your notification settings you will see the option to manage/delete existing notifications. 
   

Reports 

Transaction Report 

• Order number, customer name, student ID, payment type, amount, date 
  

• If you are looking for a particular order you can filter this report by order number, customer name, student ID, Payment Type, Charge Amount, Expected Deposit, Date.  
  

1. Click on the order number for additional details 
   
2. You can download a PDF file of the order or print it from this page. 
   

Accounting Reports 

1. Generate accounting reports quickly by going to Reports --> Accounting Reports
   

1. Choose a date range 
   

1. Last 30 days
   
2. Current/Previous Month 
   
3. Weekly reports
   
4. Custom Date Range
   
1. Filter Option 
   
1. Filter by account number
   

1. Click the download option to get a CSV file of your report 
   

1. Click the arrow next to the Account title to see individual transactions and get transaction details.
   
   
2. Click the Eye to show hidden accounts
   By default accounts with no transactions are hidden.

Product Management 

Add Product

1. Give your Product a Title 
   

2. Include a description of the product. 
   

3. Select Which Account this Product should be associated with.
   

4. Choose whether you want the product to appear in the store. 
   
1. If you mark "Yes" it will appear in the store for purchase as soon as you Save
   
2. If you mark "No" the item can be made visible for purchase in the store later. This allows you to add products you know are coming but are not yet available. You can build them in the store ahead of time and have them ready to go with the click of a button when they are ready for purchase!
   
5. Tags: whatever they may search for or filter by 
   
1. For example: Class Dues may include tags by grade level, dues, or fees
   
2. Spirit Swag may include tags such as: shirt, hat, flag, football, spirit, etc.
   
6.  Base Price-cost of product and Sale Price
   
1. Base Price should be the lowest price of this item as regularly sold
   
2. Sale Price can be left blank or adjusted as needed
   
   

8. Require Student ID -

1. You can require a Student ID to be entered to make this purchase 
   
1. This can be helpful with items such as class dues or other fees
   

9. Taxable Product - Yes or No 

1.       If this product is taxable please verify that your tax rate has been set up in the Settings area of your Online Store
   

10. Physical Product - Yes or NO 

• If YES 
  

• Select whether the product is shippable and enter a shipping price per item
  

• This will not exceed the maximum shipping fee entered in your store settings.
  

• If No Shipping is offered 
  

• Enter pick up Details 
  

• Product Options 
  

• Size 
  

• Description 
  

• Price adjustment 
  

• Click Add Options to add additional Product Options
  

• Name your Product options, for this example I used size and color.
  

• Include a Description of that option (size, color, etc.) 
  

• Click the green plus sign to add additional options 
  

• Turn off the Visibility as supply runs out by clicking on the green eye
  

• Price Adjust 
  

• include the difference in price from your base price for your different description
  

• Example: if Extra Large Shirts were $2.00 more you would enter 2.00 the the adjustment box next to that option.
  

• Click Update Product Options to save your changes 
  

• Upload photos 
  

• Drag and Drop Option for images 
  

• You can also upload from your computer by clicking 'Select Photos'
  

• You have the ability to upload multiple images 
  

• Star indicates first image 
  

• X deletes 
  

• Eye changes visibility 
  

• Select ADD PRODUCT
  

• Manage Products 
  

  • Click the Pencil to edit an existing Product. 
    

  • Click the Trashcan to delete a Product. 
    

• Click the eye to change the availability of the product