Product List

The Product List contains a list of all goods and services that can be used to receipt. Item descriptions, cost strip allocations, and prices can all be managed here.

The Product List screen has two tabs: Revenue Products and Expense Products. The Revenue Products tab is used to set up the products that will be linked to revenue accounts. The Expense Products tab is used to set up the products that will be linked to expense accounts.

Users with applicable accounting strip permissions set via Setup > Accounting Strips have access to products associated with all facilities.

Adding an Item to the Revenue and/or Expense Products List

1. From the Accounts Receivable menu, click Product List.

Product List

2. Click the Revenue Products tab or the Expense Products tab.

Product List

3. In the blank row, enter the product's information.

Product List
Field Description
Item # Enter the item number for the product.
Description  Enter a description of the product. The description will display on the Student Billing screen for administrators and in the Shopping Cart on the Purchase & Pay screen for students, parents, and employees. 
Service Select the Service check box if the item is a service not a product.
Invoice Debit and Invoice Credit Select the applicabl debit and credit account from each pull-down.
Receipt Debit and Receipt Credit Select the applicabl debit and credit account from each pull-down.
Price Enter the price of the product.
Active Select this check box if the item is currently active and can be purchased by parents or employees. If the item is not currently a product that is available for purchase, leave the check box unselected. 
Donation Select the check box if the product is a donation. The parent or employee can designate the amount of the donation. 
Show in Shopping Cart Select the check box to make the product available in the Shopping Cart on the Purchase & Pay screen for students and parents.
Show in Employee Shopping Cart Select the check box to make the product available in the Shopping Cart on the Purchase & Pay screen for employees.
Shopping Cart Description Click Edit. In the CKEditor, add an image or enter additional description that will display to the student, parent, or employee in the Shopping Cart. 
Voucher Sources Select the vouchers that can be used for specific products upon purchasing products. Student vouchers are added via Students > Student Info > Vouchers tab and depend on the System Preferences enabled via Default School Preferences > Billing tab.
Warehouse Type Select the Warehouse Type from the pull-down to determine the type of warehouse product set via Warehouse > General or Internal General.
Accounting Strip (Fund, Function, Facility, etc) Select the elements that make up the applicable accounting strip that should be linked to the product from each pull-down. The elements displays here vary by district.
Percentage Enter the percentage that applies to the select accounting strip. The product can be split between two or more accounting strips if needed. For example, a product could be split 50% and 50% between two accounting strips.

4. Press Enter to add the row.

Product List

The row turns yellow to indicate the row was added to the table.

5. Click Save to complete adding the product.

Product List
Splitting Allocations Among Multiple Accounts

1. From the Accounts Receivable menu, click Product List.

Product List

2. Click the applicable tab.

Product List

3. Enter the product or locate the existing product, then edit the Percentage, as needed. The example used is splitting the allocation of a product 70/30 between two accounts.

Product List

4. Click the green plus sign to add another account to the product.

Product List

5. Select the second account from the pull-downs displayed below the initial account.

Product List

6. Enter the Percentage of the second account, such as 30%.

Product List

7. Click Save.

Product List
Editing an Item in the Product List

1. From the Accounts Receivable menu, click Product List.

2. Click the applicable tab.

Product List

3. Edit a field for a product as needed.

Product List

The field will turn yellow to indicate a change has been made.

4. Click Save to complete the edit.

Product List
Mass Updating Items in the Products List

1. From the Accounts Receivable menu, click Product List.

2. Click the applicable tab.

Product List

3. Click Mass Update.

Product List

4. In the pop-up window, select the Column and enter or select the Value.

Internal Account Product List

5. Click Update.

Product List

The selected column is updated for all products in the list, and turns yellow to indicate a change has been made.

6. Click Save to complete the mass update.

Product List
Deleting an Item from the Products List

1. From the Accounts Receivable menu, click Product List.

2. Click the applicable tab.

Product List

3. Click the delete icon next to the product to delete.

Product List

4. Click OK in the confirmation message.

sandbox.focusschoolsoftware.com says

The row is grayed out to indicate that this row will be deleted.

5. Click Save to complete deletion.

Product List