Setting up products

Products in MemNet can be used in Manual Invoicing within the Accounts Receivable module and in the self service Shopping Cart when available.

Products are managed under Administration / System Configuration / Products. Here you can edit existing products by clicking on the product, or add a new product by clicking the New Product button.

The following details relate to each product:

Field Type	Description
Product Code	This is a unique product code you can assign to the product.
Description	This is the name of the product and invoice description field used when the product is purchased.
Categories	Assign categories to the product. See Product Categories and Product Pages for details.
Product Image	This image is displayed on the shopping cart for the product (Optional).
Available Online	If ticked, makes the product available on the shopping cart
Quantity Limit	Allows you to limit the number of this product that can be purchased in a  single order.
Logged In Members Only	If ticked, will only offer this product to people who are logged in to member self service.
Product requires shipping	Does the product need to be shipped? Uncheck for electronic or virtual products.
Summary	A short summary description of the product that is displayed on the shipping cart below the product name (description).
More Info	This allows you to create a ‘more info’ HTML product description that can be accessed from the shopping cart.
Accounting
Default Account Code	Select the Revenue Account Code you would like the invoice line to be allocated to when the product is purchased (it can be overwritten in Manual Invoicing).
Job Code / XERO Tracking Names	If you use Job Codes in your MYOB accounting system and have activated Job Codes in MemNet you will get the option to add a default Job Code. If you use Tracking Names in your XERO accounting system and have activated Tracking Names in MemNet you will get the option to add default Tracking Names/Options.
Total Amount (incl Tax)	Total price. (If entered, Amount and Tax will be automatically calculated)
Amount	Price before Tax. (If entered, Total Amount and Tax will be automatically calculated)
Tax	Tax.
	NOTE: this is the pricing used for public purchases or if member only pricing is not available.
Member Pricing
Members Price Enabled	If checked, the following 3 fields will define the standard Member Price followed by an optional list of prices by Member Type. NOTE: This pricing is used for logged in members who do not have an applicable member type specific price.
Total Amount (incl Tax)	Total price. (If entered, Amount and Tax will be automatically calculated)
Amount	Price before Tax. (If entered, Total Amount and Tax will be automatically calculated)
Tax	Tax.
Member Type Specific Pricing Table (1 line per Member Type) - optional
Member Type	Select Membership type.
Total Amount (incl Tax)	Total price. (If entered, Amount and Tax will be automatically calculated)
Amount	Price before Tax. (If entered, Total Amount and Tax will be automatically calculated)
Tax	Tax.
Stock and Shipping
Stockable	If ticked the system will maintain a stock level for this product
Current Stock Level	The current stock level (if enabled). This value will decrement with each sale. Sold Out will be displayed when this number reaches 0. This number needs to be manually updated when stock levels increase
Show Current Stock Level	If ticked then the Shopping Cart will show the current stock level.
Unit Shipping Cost	This cost will be multiplied by the quantity ordered to calculate the shipping cost for that line of the order.
Maximum Shipping Cost	This is the maximum that an order for this product will get as a shipping cost. If the calculated amount from the quantity and unit shipping costs exceeds this amount it will be changed to be this amount.
CPD
Purchase Triggers CPD Creation	If Ticked the following 3 fields are displayed. This will result in a CPD record being created against the person who purchases this product.
CPD Type	Select the Type of the CPD to be created for a purchase of this product.
CPD Points/Hours	Points to be assigned.
CPD Confirmed	If selected then the CPD record generated will be recorded as confirmed following purchase.
CPD Duration	Will calculate the Expiry date for the CPD entry.
Learning Outcome	Learning Outcome for the generated CPD record.
Electronic Deliverables
Create a Website Role on the Purchaser	Select a website role from the list (list is maintained in Attributes). When the person logs into Member Self Service they will be given this role that can be used to make content available that only people with that assigned role can access.
Send an additional email when this product is purchased in the Shopping Cart?	This will automatically send an email to the purchaser on confirmation of the purchase. Allows you to provide instruction on how to access the product or attach the product to the email.
Additional Email Subject	The subject of the email.
Additional Email Text	Content of the body of the Email.
Attachment	Optional attachment to the email.