Merchandise Agenda Item: Details

(Event) > Plan > Event Setup > Agenda > Merchandise  > Add or Edit

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||  Management  ||  Label & Description  ||  Fee Structure  ||  Advanced  ||

This panel opens in  Merchandise" 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 > Merchandise when you click Add New to add a merchandise item, or  to edit an existing one.

 Video: Adding a Merchandise Agenda Item

Details

• Name (required) – A unique name for the merchandise item, displayed on confirmations and reports. Example: "Conference Proceedings Book"

• Type (required) – Select a type from those configured under  Merchandise 'Custom Merchandise 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;"Custom Merchandise Types. Example: "Publications"

• Unique Code – (Required) An abbreviation of the merchandise item name. Example: "Proceedings"

• Sort Order – A number that sets the position of the item in a list. Example: an item with sort order 1 shows before an item with sort order 2.

• Inventory – The maximum number available of this item. Enter 0 for unlimited inventory.
  
  Note: Confirmed registrations that have a balance due are not counted against this total Inventory number, unless the appropriate setting is selected on Plan > Configure > Options. Caution: A merchandise agenda item can become overbooked if an incomplete registration (created before the total Inventory limit was reached) is edited after the limit is reached.

• Maximum Order – The maximum number of the merchandise item that can be added to a registration order.
  (An order = primary registration + any additional registrations.)

Merchandise Management

Organizing merchandise items by classification and/or group is particularly useful when you have a large number of items.

You can use these groupings (with Types) to arrange agenda items on a form Agenda Section.

• Classification – (Optional.) Select a classification from the list defined on  Groups and Classifications" href="https://community.certain.com/pagehelp/event/agendamerchandise.htm#groups" 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 >Merchandise > Groups & Classifications.

• Group – (Optional.) Select a group from the list defined on  Groups and Classifications" href="https://community.certain.com/pagehelp/event/agendamerchandise.htm#groups" 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 >Merchandise > Groups & Classifications.

Label & Description

• Registration Form Label – Text (up to 1000 characters) to be displayed as the label for this item on a registration form Agenda Section.
  If left blank when adding a new item, this defaults to the Name of the item.

• Description – Additional text (up to 8000 characters) to be included with the merchandise item.
  
  Select one of the display options:

• • Do not show online

  • Link to new window (description shows inside a pop-up window linked to the agenda item)

  • Display above Label

  • Display below Label

Note: To include a picture in the Description (e.g., a picture of a t-shirt), upload the image on the  Display" help topic in a new browser window." target="_blank" 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;"Settings > Display > Advanced page and then add an HTML image tag in the Description body.

Tip: All characters count towards the maximum lengths of 1000 and 8000. That includes any HTML code you add to customize your text, or to include an image, for example.

• Tags – If any  Management Tags" href="https://community.certain.com/pagehelp/admin_manage/tags.htm" data-rhwidget="HyperlinkPopover" data-loaded="true" 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;"Tags have been set up for the account by your Administrator, you can select one or more here.

  Technical Note: All tags are exposed via Certain's API 2.0. The APIs associated with the objects will return the associated tags if you include an includeList=tags attribute.

Fee Structure

 Video: Adding Fees to Agenda Items

• Fee Type – If the item is not chargeable, select None
  If it is chargeable, select Fixed Fee, and complete the following extra fields to configure up to five date-based fees and optionally up to five cancellation fees.

• Tax Rules – Select one of the three options:
  • Non-Taxable – No tax charged. Nothing more to enter.
  • Exclusive Tax – Set up a percentage fee with a Fee Type of "Tax" on Event Setup > Agenda > Fees to represent the tax.
  • Inclusive Tax – Select the tax included in the price. The list to choose from is of the taxes set up:
    • at the account level on  Tax Code Settings" href="https://community.certain.com/pagehelp/admin_reg/financial.htm" 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;"Account Settings > Financial > Tax Code Settings,
    • and at the event level on Event Setup > Payments > Tax Code Settings.

• Discount Rules – Select one of the two options:

• Apply Discounts: (Default selection.) The fee will be discounted if a percentage fee with a negative amount is applied.

• Exclude From % Discounts: Percentage discounts will not be applied to the fee.

+ For each "Fee Schedule" for this fee:

• Add another Fee Schedule – You may have up to five date-based fees for a merchandise item.
  Each would have a different Expiration Date/Time. For example, an item might be more expensive as the event date approaches.
  Click the link to display the following fields to enter.

• Expiration Date and Time (PST) – (Required) The associated fee no longer applies after this deadline.
  Select or enter a date and time. Time is U.S. Pacific Time in 24-hour HH:MM format.

• Fee Code (Unique) – An abbreviation of the fee for summary reports. Must be unique in the event.

• Label for Reg form – (Optional) The label to be displayed online for this item in a registration form's Agenda section. (Note: You can include HTML tags, although there is no HTML editor.)

• Amount – (Required) The amount charged to the registrant if the item is added to their registration by the associated deadline.

• General Ledger Account – (Optional) The G/L account number used to track the fee.
  - Displayed only if Event and Budget Planning is activated in Plan > Configure > Options.
  - Maximum length: 25 characters.

• Create a Cancellation Fee for this item –
  If selected, enter up to five date-based cancellation fees.
  If a registrant cancels, they are charged the cancellation fee in effect on that date.

• Add another Fee Schedule – Click the link to display the following fields to enter. (The same fields as for the fees themselves, above.)

• Expiration Date and Time (PST) – (Required)

• Fee Code (Unique) – (Required)

• Label for Reg form – (Optional)

• Amount – (Required) Note: Cancellation fees must always be positive amounts. They are amounts to be charged to an attendee when they cancel, so they increase the amount due from that attendee.

• General Ledger Account – (Optional)

Planner Notes

Free text internal notes for planners.

Not displayed to attendees.

Maximum length: 2000 characters.

Advanced

Advanced button (on toolbar at lower left) –
Caution: Legacy feature!
Configure custom questions for use with agenda items in registration forms.
See Agenda Items: Advanced (Custom Questions).