Product List

K-12

The Product List is used to set up the items that will be available for purchase, such as school spirit items, replacement ID badges, parking passes, and donations. Items can be made available in the Shopping Cart for students and parents to purchase in the Student/Parent Portal. Items can also be made available for employees to purchase from their Portal. In addition, administrators can record the sale of a product from the Student Billing screen.

The Product List screen has two tabs: Internal Products and District Products. The Internal Products tab is used to set up the products that will be available at the school selected at the top-right of the screen. The District Products tab is used to set up the products that will be available at all or multiple schools in the district.

The profile permission "Edit District Products" must be enabled under the Product List for a profile to have access to the District Products tab and have the ability to add, edit, or delete district products.

Profiles
Adding an Item to the Internal Products List

1. In the Billing menu, click Product List.

Product List

The Internal Products tab is opened by default.

Product List

2. 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. 
Price Enter the price of the product.
1098-T Select this check box if the product is eligible to be included in tuition and payments on 1098-T forms for students.
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. 
Taxable Select the check box if the product is a taxable item. Focus will automatically calculate the sales tax when the product is billed to the parent or employee.
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.

3. Press Enter to add the row.

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

4. Click Save to complete adding the product.

Product List
Adding an Item to the District Products List

1. In the Billing menu, click Product List.

Product List

2. Click the District Products tab.

Product List

2. 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 student, parents, and employees. 
Facilities All Facilities is selected by default, which will make this product available at all schools in the district. To only select certain schools, clear the All Facilities check box and select the applicable schools. 
Price Enter the price of the product.
1098-T Select this check box if the product is eligible to be included in tuition and payments on 1098-T forms for students.
Active Select this check box if the item is currently active and can be purchased by parents, students, or employees. If the item is not currently a product that is available for purchase, leave the check box unselected. 
Taxable Select the check box if the product is a taxable item. Focus will automatically calculate the sales tax when the product is billed to the parent or employee.
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.

3. Press Enter to add the row.

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

4. Click Save to compete adding the product.

Product List
Editing an Item in the Internal Products or District Products List

1. In the Billing menu, click Product List.

Product List

2. Click the applicable tab.

Product List

3. Edit a field for a product as needed.

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 Internal Products or District Products List

1. In the Billing menu, click Product List.

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.

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 Internal Products or District Products List

1. In the Billing menu, click Product List.

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.

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

4. Click Save to complete deletion.

Product List