Read this guide to find out how to set up merchandise products, such as kit or badges
Steps to create a merchandise product
- Go to Home > Settings > Products
- Click the 'Add product' button at the top-right of your screen
- Select the option to create a 'product'
- Choose 'Merchandise' from the type of product drop down
- Name the item you are selling, for example; Water Bottle
- Add the product to an existing merchandise product group, if you have one (leave blank if you do not)
- Assign a price per item
Merchandise product settings
Once you have added the merchandise product, you will need to go through and determine the product settings, such as the forms and stock levels. Each product setting is outlined below.
Details
In Details, you can:
- Choose an image to represent the product in your shop
- Set the product name
- Set the shop status
- Set a stock level - this will not be visible in the shop
- Set if there is a minimum or maximum purchase quantity, per customer
Pricing
The pricing will already have been set when you first created the product, but you can also choose to:
- Add a description - internal use only
- Set a specific tax rate for the item
Discounts
- If you have created an 'item' discount (for example; Buy two get the second for half-price), you can apply this here
For more information on setting up discounts, click here
Billing:
Select your billing options:- Single Payment
- 'Approve purchase before payment?':
- If 'Yes', orders will come through to you for approval before the customer is charged
- If, 'no', payment will be taken at checkout
- 'Collect payments automatically':
- If 'Yes', payment will start as soon as the person completes checkout, or the order is approved
- If 'No', the payment will not start until the customer logs into their JoinIn account and selects 'pay now'
- Choose whether you are accepting payments for the item in instalments
- Tick the payment provider you will be using to collect payments for the merchandise
- 'Suspend billing until': This will prevent anyone being able to complete a booking before the date entered. If you don't want the product to be purchasable just yet, we'd advise simply changing the product status to 'private'
Forms
Assign customer forms to the merchandise product. For items of clothing, you may wish to create a form with different sizing options for the customer to choose from when they are purchasing the item. You can then view their choices on their contact record.
For more information on setting up forms, click here
Note: If you don't want to assign a form to collect sizes, you can instead create individual merchandise products for each size/type you offer. For example;
Product 1: Jumper (Small)
Product 2: Jumper (Medium)
Product 3: Jumper (Large)
Required Files
Select whether your customers need to upload a file to purchase the item, and select the file type (e.g. proof of age)
For more information click here
Product fields
For more information about setting up product data forms and adding product fields, click here
Product relationships
Create different relationships with certain products to make sure users have all required purchases or memberships before they can complete checkout.
For more information click here
Age Restrictions
Restrict who can purchase the items using age restrictions.
For more information, click here
Shop
To make the merchandise item visible to purchase, you need to assign it to a shop tile.
For Merchandise, the shop tile 'type' will need to be set to 'product':