How to create an Item
Every product or service that your site sells must be organized into three divisions: Departments, Categories and Items (DCIs). Items are the final level of these three divisions and represent the individual products or services that you sell to customers. Examples of items include Adult 1 Day Ticket, Youth Half Day Ticket, Logo Golf shirt, 2 Hour Tennis Lesson or Blue Sky Cola. A Department and Category must be created first before you can create an Item underneath it.
To create an Item:
1. Start in SysManager > Activities > DCIs (alternatively, you can click the DCIs button at the top left of the SysManager screen).
2. Open an existing Department by clicking on the + sign. Find the Category where you’d like to create your Item, click on that Category so that it is highlighted, and then click the New button. (You can also create Items within existing Departments and Categories through SysManager > Activities > Item/Sales Lists > Items. Select the Department: and Category: for the Item first from the dropdown boxes, and then click the NEW button.)
3. The green Item dialog is displayed. You need to assign both a ten character nickname and a description to the Item. The ten character nickname is important for reporting; the description can be lengthier and is useful for operators as they view the DCI list within the software.
Note: Once a nickname is established and the Item is saved, you cannot go back in and edit the nickname. You can, however, edit the description.
There are several tabs on the
Item dialog. Each tab contains multiple fields, which may or may not need to be filled in for your item. What needs to be filled in on each tab depends on what type of
Item you are creating, how you price products, if an
Item is available for sale in the E-Commerce module, etc. Please see documentation on each tab for further details on setting up an item (see
Configuring items).