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Useful Information

This section is designed as a quick guide to make products available online if they have been taken off temporarily (maybe for end of financial year or for a change of bank account).
There are links to the more detailed sections which cover the initial setup and options, although these would usually be configured alongside your Tucasi Consultant.

Make Products Available Online


1. Check which Items are currently available Online

  • Click

    on 

    on Reports

  • Click

    on 

    on Online reports

  • Click

    on 

    on Online catalogue items report

  • Click 

    Click OK


...

2. Make Trips available online

  • Click

    on 

    on Trips and events

  • Click 

    Click once

     on

     on the trip

  • Click

    on 

    on Change trip

  • Tick 

    Tick Trip available online

  • Click

    on 

    on Save and exit

For more detailed information (including Optional trip settings and online Consent) see section Configure Trips for Online Payments


...

3. Make Dinner Money/Extended Day Clubs available Online

  • Click

    on 

    on Configuration

  • Click

    on 

    on Banking configuration

  • Click

    on 

    on Pre-payment accounts

  • Click

    on 

    on Dinner money

  • Tick 

    Tick Available online

  • Repeat for

    any 

    any Extended day clubs

  • Click

    on 

    on Done

For more detailed information (including Ordering meals online settings) see section Configure Dinner Money for Online Payments

For more detailed information (including Booking clubs online settings) see section Add an Extended Day Club with One Session

...

4. Make Cashless catering available Online

  • Click

    on 

    on Configuration

  • Click

    on 

    on Banking configuration

  • Click

    on 

    on Pre-payment accounts

  • Click on

    the 

    the Cashless Catering account

  • Tick 

    Tick Available online

  • Click

    on 

    on Done

For more detailed information see section Configure Cashless Catering with Online Payments

...

5. To remove Products (e.g. Uniform, Revision Guides)

  • Click

    on 

    on Configuration

  • Click

    on 

    on Income configuration

  • Click

    on 

    on Products

  • Click on

    the 

    the product

  • Tick 

    Tick Available online

  • Repeat for all products

  • Click

    on 

    on Done

For more detailed information see section Configure Products for Online Payments

...

6. Check which Items are available Online

  • Click

    on 

    on Reports

  • Click

    on 

    on Online reports

  • Click

    on 

    on Online catalogue items report

  • Click 

    Click OK


Page Tree
rootSCOPAY Online Payments module

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