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Configuring Item Types

Store Items can belong to different types of entities (such as Membership, Merchandise, Event, Donation) that can be purchased in a store by members. As a Workspace Admin, you are able to define and configure Item Types that can be chosen on each Item when a new item for the Store is being created.

To create an Item Type:

  • On the left nav-bar select ðŸ’²Sales → Item Types

  • This opens the Item Types menu which contains the list of item types that have been defined for you workspace. The Item Types menu consists of the following tabs:

    • Active

    • All

  • Hit âž• Add button in the upper right corner to create a new item type

  • This opens a New Item Type pop-up window to fill in the item details

  • Fill in the pop-up window:

    • Name

    • Price definition - needs to be chosen from a drop-down list

      • Merchant - the Merchant (Club) defines the price

      • User - the User defines the price, used for Donations

    • Description

    • Survey template - if needed, you can choose a predefined set of questions that the COMET Play Member needs to answer. Please check the following link for more details on this topic:

    • Select if the item type entity is:

      • Active/ Inactive - inactive item types will be displayed in All tab

      • Deletable

      • Editable

  • Once you have entered all the data press 💾 the Save button

To edit an Item Type

  • Access the Item Types menu

  • Click on the Item Type from this list

  • This opens an Item Type pop-up window for editing details

  • Enter the necessary changes

  • Once you have entered all the data press 💾 the Save button

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