🎓 Creating a product or service
In this video, you'll learn:
- Adding products or services, including names, descriptions, pricing, and images.
- Managing product visibility and inventory.
- Setting charge types and tracking inventory.
- Assigning accounting codes and setting display orders in the customer portal.
By following these steps, you can efficiently set up and manage products and services in Storeganise, enhancing the convenience and options available to your customers.
Next up in this module: Publishing your Customer Portal
Make sure to subscribe to our YouTube channel so you don't miss new academy videos
View the transcript
In addition to unit rentals, Storeganise also supports the sale of products, like boxes or tape, and services, like insurance. These are optional items that customers can add to their order when reserving a unit in your customer portal.In your Storeganise Management Portal, navigate to the site where you will be selling these products or services.
If you are following the ‘complete your site setup’ guide, click on the ‘add a product’ button. Alternatively, you can create and edit products or services at any time by going to the products tab.
After clicking the ‘add a product’ button, a window will open where you will enter all the information related to the product or service you are setting up.
Enter the name and a brief description of the product. Enter the system price for invoicing. You can also set a different display price if desired. Upload an image for the product or service using the ‘select new image’ button. The charge type selection will determine whether the product is a single charge or a recurring charge.
For example, if you are selling insurance, set it up as a recurring charge. This means that when a customer adds this to their unit reservation order, the charge will also automatically be added to every future rental invoice generated for that user.
If you need to temporarily hide a product from the customer portal, check the ‘hide in customer portal’ setting. Uncheck this setting when you are ready to publish the product or service.
If the product is a single charge type, you have the option to track inventory. If enabled, set the total amount of this product you have in inventory. For example, if you have 100 locks in stock, each time a customer adds a lock to their order, it will subtract the amount from the inventory count. Once this hits 0, no customers will be able to purchase the product until you update the inventory amount.
You can also set a maximum quantity. This is the maximum amount that a customer can add of this product or service to an order. For example, if selling insurance as a recurring charge type, you would set the maximum quantity to one so the customer cannot add multiple to their order by mistake.
Next, you can set an associated accounting code that you previously created in your main settings.
Finally, you can set the order. Entering a number in this field determines the product’s position in the customer portal list. For example, entering one places this product at the top, two will be underneath it, and so on.
Once you have entered all this information, click ‘Create product’ to add the product or service to your site. Repeat this process as many times as necessary to create all the products or services you offer.