Products are usually physical items, such as hats, t-shirts, portraits, and mugs, available to your customers for purchase. Unlike Resources, which customers are expected to return to your team at a designated cutoff time, products are keepsakes for your clientele.
Before your team can sell and track products through the dashboard, and before you can display suggested products on e-commerce, you will need to add and categorize your products within your product catalog.
Important Note
Products and Add-Ons are not the same thing. Add-Ons are a useful tool for offering upgrades or variations to your activities, such as VIP Seating, skip-the-line options, and other premiums. If you wish to set up an Add-On instead, check out Setting Up Add-Ons.
How to Add Products to Your Catalog
Step 1: Set Up Product Categories
- Select More > Discover More from the toolbar
- Choose Product Categories from the Setup & Configuration menu
- Select Create a Category
- Name your category and select Save
Repeat this step as many times as needed to ensure all of your necessary product categories are created.
Pro Tip
You do not need to create Product Categories in order to set up and sell your products. However, if you are adding a large number of products to your account, categories make it easier to stay organized when selling these items in person. Additionally, product categories keep you organized when generating a product sales report.
Step 2: Add Your Products
- On the Product page, select the Products tab
- Select Add Product
- Inside the Product editor, add the product name, price, and other optional fields
- Enter in an optional product description
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Note
While the SKU, UPC Code, and Product Description fields are optional, each has its benefits:
- SKU - Provides a simple way of filtering for an exact product within your reports
- UPC code - Can be used for report filtering; also can be paired with a barcode scanner
- Product description- May further entice e-commerce shoppers to purchase your product
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Select the Product status
- Draft - Saves your product information within your dashboard for later ease of use. When your product is in Draft mode, it will not be available for purchase or visible to e-commerce customers
- Archived - If you create and sell a product then later decide to remove it from your catalog, you will want to choose the Archived status. The Archived status not only ensures the product is unlisted on e-commerce and unavailable for purchase, but also maintains all pertinent sales data regarding the product within your reports. In other words, archiving an item will not cause any past sales of that item to disappear from your reports
- Private - Allows your team to sell and track the product through the dashboard, but does not display the item to e-commerce customers as they book their activity
- Live - Allows your team to sell and track the product and allows you to display the item as a Suggested Product on E-Commerce
- Select the product category
- In the Taxability section, select any taxes and surcharges that need to be applied to this product
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In the Additional Options section, specify:
- Whether your team can manually adjust the sales price of the item during checkout
- What cap (if any) to apply to the number of items an e-commerce customer can purchase for a single reservation
- If you want the Product Low Stock report to display this item's stock quantity when it falls below a specific amount, select the Track Inventory for this Product checkbox, then specify your Minimum Desired Stock Quantity. For instance, in the screenshot below, we have specified that when our product catalog contains 10 Red T-Shirts or fewer, that will be reflected in our Product Low Stock report, reminding us to order more
- Choose Save
- Select a product image by following the Browse link. (You may skip this step for now if you prefer.) Once you've chosen an image file, your photo will appear within a photo editing application. Make any changes desired here, then select Done > Upload Photo
Selling Products
Once products are set up in your Product Catalog, they can be sold to your customers in 1 of 3 ways:
- Customers can add suggested products to their cart when booking a trip online.
- Your team can add products to existing trips, allowing customers to pay for their activitiy and/or product(s) simultaneously.
- Your team can complete standalone, point of sale (POS) purchases.