Prerequisites
Before you can start managing your club's product catalog you'll have to ensure a few things first
- You need a login.
- The organization must have granted you the authority to perform fundraising.
Steps to manage your club catalog
The following steps need to be performed to manage your club catalog:
- Log in to the fundraising app
- Create a catalog
- Add a collection to the catalog
- Add products to the collection
- (Optionally) Add options to create variants
- Start selling
1. Log in to the fundraising app
Navigate to the fundraising app and sign in.
2. Create a catalog
Once signed in, navigate to Sales
> Catalogs
and click the +
sign.
Enter a name for your catalog and click submit.
3. Add a collection to the catalog
Navigate to the catalog and click on the +
sign of the collections list.
Enter a name for your collection and click submit.
Collections are sets of products. When products from multiple collections are added to a sales order form, they will also be listed together as a group on the form. Therefore it may be desirable to group products accordingly.
4. Add products to the collection
Navigate to the collection and click on the +
sign of the items list.
Enter a name for the product and click submit.
Repeat for every product in the collection.
5. (Optionally) Define an option set
If a product is available in different variants, such as colors or flavors, you can add an option set for each of the available options.
To do so, navigate to the product and click on the +
sign of the option sets list.
Choose a name for the option set and click submit.
A new pane will appear named after the option set.
Now click on the +
sign next to the name to add an option to the set.
Choose a name for the option and click submit.
Repeat this for each option in the option set and for each additional option set that may be applicable for the product variants.
6. Start selling
Congratulations, your products have been defined and you are ready to start selling them online.