Merchandise (Agenda Items)

(Event) > Plan > Event Setup > Agenda > Merchandise

Jump to:

||  Item List  ||  Custom Types  ||  Groups & Classifications  ||

See Also:

||  Details panel ||

Merchandise items are physical items, usually takeaways.

Examples: t-shirts, books, posters, CDs, etc.

• To Add an item: click Add New in the Item List header. The Details panel opens.
  (If the list is collapsed, click  to expand it and show the Add New button.)

• To Edit an item, click  in the Item List. The Details panel opens.

• To Delete  or Copy  an item, click the icon in the Item List.

Note:

Import: To import Merchandise Items, see Import on the  Agenda 'Import'" href="https://community.certain.com/pagehelp/event/agenda.htm#importexport" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Agenda page.

Export: To export a list of Merchandise Items, possibly for editing and re-importing, see Export on the  Agenda 'Export'" href="https://community.certain.com/pagehelp/event/agenda.htm#importexport" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Agenda page.

Item List

A list of the Merchandise items in this event. This may be a multi-page list.

Click  to collapse the list.

Click  to expand a collapsed list.

• Add New – Create a new Merchandise item, in the Details pane that opens.
  (If the list is collapsed, click  to expand it and show the Add New button.)

• Search – You can search for an item by typing any part of its name.

• Filter By – You can limit the list by selecting a Type. (All items are listed unless you apply a filter.)

Click  above a column to sort the list by that data:

• Name

• Type

• Inv – Inventory. ("Unltd." = unlimited, set by entering zero in  Merchandise Details "Inventory"" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Inventory field.)

• Sold – Number sold.

• Wait – Number on waiting list.

• Avail – Number still available, if Inventory set.  Avail = Inv minus Sold unless Inv is not set, in which case "Unltd." = unlimited.

• Actions – These icons:

1.  – Edit the agenda item in the Details panel that opens

2.  ( on hover) – Delete the item.
       Note: You cannot delete an item that's in use (assigned to an attendee).

3.  – Copy the agenda item

Custom Merchandise Types

Every Merchandise item is of one type. (See the Details topic.)
This can be the default type, Item, or a custom type that you add in this section.

1. The existing custom types are listed.

2. Click  to collapse the list.

3. Click  to expand a collapsed list (and show the Add New button).

4. To add a new Type to the list:

1. Click Add New

2. A pop-up Add New Custom Type window opens

3. Type a Name for the new Type

4. Click Save

5. The pop-up window closes, and your new Type is included in the list.
   
    Video: Adding a Custom Merchandise Type

• To edit a custom type, click 
  Note 1: You can only edit the Name.
  Note 2: You could, however, use Organize Agenda Categories on  Event Setup Agenda" href="https://community.certain.com/pagehelp/event/agenda.htm#organize" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Setup > Agenda to move a custom type from "Merchandise" to a different category, such as  Aenda Scheduled" href="https://community.certain.com/pagehelp/event/agendascheduled.htm#types" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Scheduled. Caution: That would also change the category of all the Merchandise items of that custom type. For example, instead of being Merchandise they would become Scheduled.

• To delete a custom type, click  ( when you hover over the icon).
  Note: You cannot delete a type that's in use (assigned to a Merchandise item).

• To copy a custom type, click 

Merchandise Groups & Classifications

To help you manage Merchandise items, each one (as described in  Merchandise Groups & Classifications" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Details) can be assigned a Group, and/or a Classification.

You set those groupings up in this section

• Any existing Groups and Classifications for Merchandise items are listed.

• To add one to the list:

1. Click Add New

2. A pop-up Add Group or Classification window opens

3. Type a Name

4. Select Group or Classification

5. Click Save

6. The pop-up window closes, and your new entry is included in the list.
   
    Videos:
   • Adding a Merchandise Group
   • Adding a Merchandise Classification

• To Edit a group or classification, click .
  Note: You can only edit the Name.
  You cannot change its designation from Group to Classification, or from Classification to Group.

• To delete a group or classification, click  ( when you hover over the icon).
  Note: If you try to delete one that's in use (is assigned to a Merchandise Item), you are prompted for confirmation.

• To copy a group or classification, click .