The product configuration window enables you to create or amend product groups and products to be subsequently displayed on the Income screen.
Products are items that you wish to sell, e.g. uniform items, book sales, ticket sales, donations and other items that do not require debt tracking (use the Trips and Events screen to add items that require debt/payment tracking against pupils).
The products appear as buttons on the Income screen, enabling you to quickly and easily enter income for the items.
For schools using the SCO Online Payments module, products must be made available for purchase online and a price must be set for each product.
To Set up Products
Organise the product buttons within product groups and sub-groups. For example, the screen shot below shows:
- Product group named Uniform
- Sub-groups named Sweatshirts and Polo Shirts
- Products named Sweatshirts 24”, Sweatshirts 26”, Polo Shirt 24”, Polo Shirt 26”
Hint: Any item that requires payment or debt-tracking against specific pupils should be added as a trip/event rather than as a product, i.e. if you want to know who has (and who hasn’t) paid and/or want to generate mail merge documents.
These may include lockers, prom tickets, music fees, milk money, year books, school fund donations, etc.
It is recommended that you create cost centres prior to adding product buttons - refer to To Add a Cost Centre.
For example, if you wish to create a product button for Book sales, you can create a cost centre named Book sales first. Income recorded via the Book sales button will appear in the Book sales cost centre in the Banking screen.
Follow the sections below to set up product groups and products: