Add Products
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 Add Products
When adding products to SCO, there are three different pricing options available - a single price, a multi-price group (e.g. different sizes for item of uniform), or there is the option to prompt the purchaser for their own price (e.g. for donations).
Choose from steps a), b) or c) depending on which pricing option is relevant.
Click on the Configuration tab
Select Income configuration
Select Products
In the Products assigned to groups area, select the + next to the Group you wish to add the product to, select an existing Product within that group and then select Add product at the bottom of the screen
OR Select Click here to add product under Products not assigned to groupEnter a name for the new product e.g. Book bag or Cardigan
Click Next
Choose the next set of steps depending on which pricing option is relevant:
a) Single Price Product
Enter the price of the product
Proceed to Step 8
b) Multi-Price Product
Tick Product uses a multi-price group?
Use the drop down menu by Sold by: to select an existing group
ORSelect Edit groups to create a new group
Select <Click here to add a new group>
Enter the group name e.g. Size
Enter the group options e.g. Small, Medium, Large
Click Done
Ensure the new group is selected in the drop down menu next to Sold by:
Enter the prices by selecting the 0 under each option
Proceed to Step 8
c) Ask for Price
Tick Always ask for a price for this product?
Leave price blank (0.00)
Proceed to Step 8
Select the Cost centre from the drop down box or select Add new to create a cost centre
Select the VAT code if applicable
Click Next
If you have set the product price as 0.00 (e.g. if you are creating a donations product) click Yes when asked Price is zero - continue?Select Account codes, if configured
Click Next
If you wish to track the product against a pupil's name tick Sales against pupil only?
If the product needs to be collected if purchased online, tick Stock product?
If you would like the product to be available for online purchase (SCOPAY Online payments module required), tick Available online?
Click on the >> chevron and click Finish
If you would like to restrict which pupils can view the product online, tick Restrict availability and select the relevant pupils
Repeat for further products, as required
Click Done
Tip
You can select the Preview button on the left to view how the product will display in the Income tab.
You can also use the up and down arrows (or drag) to move the products to different locations
View of a multi-priced product on the SCO Income screen
Tip
Once your product button has been created you can easily edit the product details (e.g. price, account codes) from within the Income screen by right-clicking on the button.
View of Products on the SCOPAY screen
Below is an example of how different types of Products display on SCOPAY
Book Bag is a single price product. Building Fund is a donations product that prompts the user to enter a price. Cardigan is a multi-price product.
When the user selects Make Payment on Building Fund, they are shown this screen to Enter Payment Amount:
The drop down menu next to Cardigan can be used to select from the multi-price groups:
See also:
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