📝 Overview
The majority of your products will be set up as "Normal." These include program fees, as well as rental fees and point of sale items. Products represent what your customers purchase—classes, teams, rentals, apparel, POS items, and more.
📂 Types of Products
The software supports three product types. Click below to learn more about each:
Normal - You are here. This article covers setup for Normal products.
🔑 Authorizations
Click the arrow to learn which authorization is needed
Click the arrow to learn which authorization is needed
In order to create and/or edit products you must have the "Product Management" authorization assigned to the User Role. In the case where there are multiple facilities, you must also have "Product Location Management" added to the User Role.
⚠️ Reminder: Location‑restricted roles can only edit Location Settings for products at their assigned facility. you’ll only be able to edit Location Settings for products assigned to that location.
📍 Where
Use the Global Search and type "Product", or go to Cash Register → Products.
⚙️ Field Reference (New Product Modal)
Here are all the fields you will see in the New Product modal:
Click the arrow to see a list of each field when creating a product
Click the arrow to see a list of each field when creating a product
Product Name - Display name for the product
Product is a… - Set to Normal for this article
Global Price / Non‑Resident Price - Product pricing fields
Report Category - Choose a Category and a sub category to categorize the product on the Category Sales Report.
Subcategory - refine reporting group
Description - Brief description of the product to appear online and on invoice when customer purchases the product (Only applicable to Membership products).
Select Program - Link to a program
Customer Required - In order to purchase, a non-generic customer must be attached to the cart.
Available Online - Show product online when registering
Prerequisite membership required? - Restrict purchase by membership
Financial Settings
GL Code - accounting mapping.
Purchase Settings
Hide Quantity - This will hide the quantity and per-item price on the customer's cart and invoice.
Product is tax deductible - Flag a product for reporting purposes on what a customer can deduct on taxes (Ex: Tax Deductible Payments Report)
Require Stored CC To Purchase - Require that customers purchasing this item online have a stored credit card on their file after purchase.
Create Purchase Order - This setting is used to automatically generate a purchase order when the product is sold, typically for items that need to be ordered or fulfilled from inventory.
UPC Code - Assign a UPC code to this product for an easy way to ring the product up through the Cash Register.
Fund - Funds are used to associate product revenue with specific financial allocations or accounts. This allows organizations to track and report income by designated fund categories.
Other Settings
Required customer tags - Restrict customers to purchase product unless they have a specific tag.
Email Template - Select an Email Template to send to the customer when purchasing this product.
Image / Product Icon
📋 Field Explanations
This section provides detailed explanations for important fields from the New Product modal.
💲 Pricing
Click the arrow to learn more about the Pricing fields
Click the arrow to learn more about the Pricing fields
Global Price: Required base cost.
Non-Resident Price: Available when GIS pricing is enabled. Click below to learn more about Non-Resident pricing.
📊 Report Category
Choose a Category and Subcategory to categorize the product on the Category Sales Report. This selection also determines how the product is grouped for reporting and which downstream options become available.
Click the arrow to learn more about managing and editing this Product field
Click the arrow to learn more about managing and editing this Product field
Built-in categories:
Clothing
Equipment
Fee – Class
Fee – Team
Food / Drink
Miscellaneous
Rentals
Taxes
Add/Edit Categories:
Click on the "Edit Categories" option from the product page or type within the Global Search box "Product Categories" to add, edit, or deactivate categories and create subcategories.
⚠️ Note about Camps
There is no dedicated “Camp” or per-session category. A new category can be created or you can use the Fee – Class path. This provides correct reporting, even though the label isn’t ideal.
📍 Program
Products can be linked to a Program to ensure accurate reporting and registration flows.
Click the arrow to learn more about the Programs field
Click the arrow to learn more about the Programs field
📣 Want to learn more about Programs?
Check out the Help Center article below to understand how Programs work and how to set them up.
📑 GL Code
Map revenue to your accounting ledger.
Click the arrow to learn more about the GL Codes field
Click the arrow to learn more about the GL Codes field
📣 Want to learn more about GL Codes?
Check out the Help Center article below to understand how GL Codes work and how to set them up.
📦 Purchase Order
Enable when you want to track fulfillment for this item.
Click the arrow to learn more about the Purchase Order field
Click the arrow to learn more about the Purchase Order field
📣 Want to learn more about Purchase Orders?
Check out the Help Center article below to understand how Purchase Orders work and how to set them up.
💰 Fund
Funds let you allocate product revenue into designated financial buckets or accounts, making it easier to track income for different purposes like operations, programs, or donations.
Click the arrow to learn more about the Fund field
Click the arrow to learn more about the Fund field
📣 Want to learn more about Funds?
Check out the Help Center article below to understand how Funds work and how to set them up.
🏷️ Required Customer Tags
Require customers to have specific tags to purchase. If a tag is missing, checkout is blocked both online and admin-side and a message is shown.
⚠️ Important: Tags cannot be added until after the product has been created.
Click the arrow to learn more about using Required Customer Tags
Click the arrow to learn more about using Required Customer Tags
📣 Want to learn more about Required Customer Tags?
Check out the Help Center article below to understand how to use Required Customer Tags.
🛠️ Common Product Setup Steps
These steps build on the general field reference. Depending on which Report Category you choose, you’ll configure either a Class or a Team product.
🏫 Class Products
Click the arrow to learn tips on creating a class product type
Click the arrow to learn tips on creating a class product type
Setup:
Report Category: Fee – Class
Subcategory: Standard Class (or your custom subcategory)
Global Price: Price "per class event" or choose the "Per registration" pricing
Select Program: Helpful for reporting
Customer Required: Yes
Available Online: Yes
Optional: GL Code, Email Template, Hide Quantity
⛺️ Camps can use the category "Fee – Class" since there isn’t a separate Camp product category.
🏒 Team Products
Click the arrow to learn tips on creating a team product type
Click the arrow to learn tips on creating a team product type
Create a team product depending on how fees are billed:
Normal Team (single invoice) — one invoice for the entire team
Individual Team (per player) — each rostered player pays their portion
Setup:
Report Category: Fee – Team
Subcategory: Select either "Normal Team" or "Individual Team"
Global Price: Per team or Per Player
Select Program: Helpful for reporting
Customer Required: Yes
Available Online: Yes
Optional: GL Code, Require Stored CC, Create Purchase Order, Hide Quantity
💾 Saving Your Product
In order to create a new product, the form must be completed and you must click the Save New Product button at the bottom of the modal. This is not an autosave creation page. Once the product has been created, you will be brought to the product settings tab where additional configurations can be made using the tabs on the left (Active Discounts, Location Settings, Attributes, Add-ons, Inventories).
📑 After Saving: Additional Configuration Tabs
After saving a product, new configuration tabs become available on the left-hand side of the product settings page.
Click the arrow to see the additional product settings
Click the arrow to see the additional product settings
Active Discounts - Shows discounts currently applied to this product. In order to add an existing Discount to a product, you will need to go to the Product Search page and use the "Manage Selected Products" module.
Location Settings – Adjust availability per location
Attributes – Give specific attributes to a product such as size and color.
Add-ons - Add additional products either as an option to purchase at checkout or automatically add to cart at no extra cost.
Inventories: Add quantities to product, see Product Inventory Control.
These tabs allow deeper customization of the product beyond the initial setup.
⚠️ Tax Setup Reminder: If you charge sales tax, you will need to add a Location for the product and set the Sales Tax at this point. Check out this article to learn more about creating tax rates to assign to products.
🔎 Searching for a Product
📣 Need help finding a product after it’s been created?
Use the Product Search tool to quickly locate products by name, category, or GL code.
💡 Pro Tips
🔍 Use descriptive names and descriptions so products are easy to find and understand in search results and reports.
⚠️ Always choose the correct Report Category for clean reporting.
🧠 Use Subcategories to refine reports.
📌 Save the product first, then configure discounts, add-ons, and inventory.
🧾 Double‑check tax settings: if sales tax applies, confirm the Location and tax rate are set correctly.
❓ Frequently Asked Questions (FAQs)
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I delete a product after it has been created?
Click the arrow to see the answer
Click the arrow to see the answer
No. Products cannot be deleted once created, but you can inactivate them so they no longer appear in sales or customer views.
Can I set a custom product price at checkout?
Click the arrow to see the answer
Click the arrow to see the answer
No. Product quantities can be edited in the cart, but pricing cannot. Create a product with a cost of $0.01 or $1 in order to have flexibility on price during the check out process.
What’s the difference between Required Tags and Prerequisite Memberships?
Click the arrow to see the answer
Click the arrow to see the answer
Tags restrict purchases based on customer attributes; memberships require the customer to hold a specific membership to register.