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Pickleball Facility Setup
Module 5: Pro Shop Setup
Create Pickleball Items
Create Pickleball Items

Module 5 (5/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Create products that can be purchased at the Point of Sale (POS).

  • Use Cases: System users add or update product information managed by the POS add-on. Add product descriptions, track inventory, customize item display on the POS page, and more.

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 5.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report

PREREQUISITES

Set up the POS add-on and know how to create item categories.


SETUP REQUIREMENTS

To create an item:

  1. Go to the side menu.

  2. Click POINT OF SALE.

  3. Click the Create Item button. A new page displays.

  4. Fill in the fields. (see below)

  5. Click Save.

Filling in the fields

  • Item Name - Enter a unique product name.

  • Short Name - Enter a short name that is easy to recognize. This name displays on the POS page if the product does not have an image.

  • Text / Background colors - Change the default settings on the POS page.

  • Category - Click the field and select an item category.

  • Unit Cost - Enter the wholesale cost of the product. (optional)

  • Retail Price - Enter the price paid by customers.

  • Tax Rate(s) - Click the field and select a tax rate option (if enabled).

  • Revenue Category - Click the field and select a category option. (optional)

Inventory

  • Track Stock - If this box is checked, CourtReserve displays two hidden fields. (see below)

  • Stock On-Hand - Enter the current inventory quantity for this item.

  • Stock On-Hand Alert - When inventory reaches this number, CourtReserve sends the system user a notification.

  • UPC - Enter the Universal Product Code for this item.

  • Item Image - Upload a product image. (optional)

  • Description - Add product details. (optional)

  • Discontinued - Check the box if this item is no longer available, but keep a record of the product in the system.

Managing the table

  1. Click Export to download an .xlsx file of the table data.

  2. Click Add Variation to add similar items with different qualities (e.g. large, medium, small).

  3. Click Edit to update product information.

  4. Click Delete to remove the product from the POS.

VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 5's video that covers the information in this article.

Watch the entire Module 5 video to learn about Pro Shop and Point of Sale management.

What's next?

  1. Read Module 5, Part 6: Create Item Variants

  2. Read Module 5, Part 7: Create Pickleball Taxes

  3. Read Module 5, Part 8: Launch the POS

  4. Read Module 5, Part 9: Discount Items in the Shopping Cart

  5. Read Module 5, Part 10: Manage POS Permissions

  6. Read Module 5, Part 11: Create an Item Sales Report

  7. Read Module 5, Part 12: Create a Category Sales Report

  8. Read Module 5, Part 13: Create an Inventory Valuation Report

  9. Read Module 5, Part 14: Create a Reorder Stock Report

  10. Read Module 5, Part 15: Create a Sales Report

  11. Read Module 5, Part 1: Set Up Pickleball POS

  12. Read Module 5, Part 2: Create Pickleball Item Categories

  13. Read Module 5, Part 3: Create Revenue Categories

  14. Read Module 5, Part 4: Create Pickleball Manufacturers

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