In order to use products with team registration forms or to reuse the same product across multiple registration forms, Association Wide Products must be enabled. Please contact our support team to have this feature enabled for you.
Creating a Product:
Fill out the form with appropriate information and click the "Create" button. Notice how the form reloads and is now blank with the new product listed on the right.
Editing a Product:
Click the "Edit" button that is next to the new product in the list. The form reloads and displays the products information in the fields of the form. Notice that the title above the form changed from "Create Product/Discount" to "Edit Product/Discount". You are now in edit mode. Also at the bottom of the form there are now two new buttons. The "Update" button will save any changes that you have made to the product. The "Save as New" button will save the information in the form as a new product. The save as new option does require that you change the name of the product to a unique product name. Change the name of the product and click the "Save as New" button. Notice that the new product is shown in the list of products on the right.
Deleting a Product:
In your list of products, on the right of the page, click the "Delete" button next to the product needing to be deleted. A popup confirmation message will show asking for confirmation of the action. Click the "OK" button on the popup. The form reloads and the product is now deleted.
Managing Products/Discounts on Registration Forms
Once a product has been created it can be added to a registration form. Products that are on registration forms can have additional settings configured for them such as mandatory status, tied to a specific program/membership, overridden Tax Rates, etc.
Adding a Product:
To add a product to a form you need to edit or create a new registration form. Then in the administration pages for the registration form go to "Step 2 - Programs and Products". On that page there will be a section for adding products and a section for adding discounts. Adding products and discounts is the same process.
In the "Products" section click the "Add/Remove Products" button. This will open a window that will list products that are available for adding to the form. If this is a child site of a parent organization and the parent organization has products, they will be shown here as well. In the list check off the product(s) you would like to add and click the "Add Product(s)" button. Now under the products section your product will be listed. When you publish the form the product will be automatically added to the public side of the form.
Removing a Product:
To remove a product from a form click the "Remove" button beside the product you wish to remove. A confirmation window will show asking if you are sure you want to remove the product. Click the "Yes" button and the page will reload, the product will no longer be listed under the products section. As with other changes to the form you will have to publish the form for the changes to take effect.
Mandatory Products:
After adding a product, you may notice there is a "Mandatory Options" button beside each of the product names. Clicking this button will open a window that shows a list of the program/payment types created on Step 2 of the individual registration form. You can check the box for each program/payment this should be mandatory for or can use the "Add Product as mandatory for all program types?" option. This will add the product as mandatory for all of the programs on the form. Once you have configured the mandatory options click the "Save Changes" button to apply them. The popup will change to a list of the changes you are making. Click the "OK" button to continue. The page will reload and you will notice that the product listing now has a flag on it stating that it is mandatory.
If you wish to remove the mandatory settings, simply click the "Mandatory Options" button and in the popup window ensure that all items are not selected and save the changes. The page will reload and the flag will be gone.
As with other changes to the form you will have to publish the form for the changes to take effect.
Tax Overrides: (Products from Parent Organizations Only)
If you have added a product that comes from the parent organization you may have noticed a "Override Taxes" link next to the title of your product. This link is used to override the tax settings on that product for the current form that you are editing. This is useful when the parent organization is in a different area with different tax values.
To override the taxes on a product, click the "Override Taxes" link. A popup will show with two fields that are automatically populated with the parent organizations tax settings for that product. If the product has not had the taxes overridden on this form, it will also state "Not yet Overridden" on the popup. If it has been overridden there will be a check box for an option to "Delete Override". Change the values in the tax boxes and click the "Submit" button. Now the product will use the newly specified tax values rather than the ones that are on the product. Removing/Clearing the override is as simple as clicking the "Override Taxes" link again and checking the "Delete Override" option and then clicking the "Submit Button".
As with other changes to the form you will have to publish the form for the changes to take effect.
Ordering the Products:
Sometimes the products are not in the desired order on the published form and you may wish to change that. This can be done by clicking the "Order Products" button. When clicked the button will open a window that lists all of the products you have added to the form, in the order they will show on the form. To change the order click on a product and press the up or down buttons that are on the right. The product will move in the list in the direction that you have chosen. When you get the order you wish click the "Submit" button. Your order will now be applied.
As with other changes to the form you will have to publish the form for the changes to take effect.