Retail Items

  • Updated

Retail Items are any additional option that can be added to a booking for a price.  

Retail Items are only options for the business to add to a booking through the system, and are not available as booking options for online sales.

Booking Options for online sales are called Add-ons and are setup using Custom Fields in the system.

Common examples of retail items are:

  • Fuel Charges
  • Damage Charges
  • Retail items such as t-shirts

This article will explain:

  • How to set up a Retail item
  • How to enable a Retail item
  • How to add/charge a retail item on the order

Let's learn how to set up the retails item for Fuel Charges.  

Retail Setup

Go to Settings - Retail.  Select + Add Item to get started.

Fields for setup include:

  • Name: enter the name of the item that will be shown on the order when adding to the booking
  • Price: enter price of the item
    • If there are more than one price option, select + Add Product Variant to add additional prices
  • Tax: if the item is taxable, add the tax rate
  • Flex Item: enable this option if you allow the price and/or description to be modified on an order.
    • If flex, set the description to allow modifications or not
    • If flex, set the price to added modifications or not
  • Quantity: If the quantity will always be 1, then check this box to hide the quantity field
  • Decimals: If quantity field is enabled, and can be a number with decimals, then check this box
  • Quantity Label: include an optional text that will refer to the quantity or unit of measure
    • Example: gallons for fuel

Fuel_Charge_-_Retail_Item.png

Adding a Retail Item to an Order

Once you've set up your Retail item(s), you can now add it to an existing order or on new orders in the system.

To do so, open the booking, and select the Add Retail link on the order screen. 

Add_Retail.png

  • Choose the Retail Product
  • Add the Quantity, if enabled
  • Add a description, if needed
  • The price will be populated based on settings, but adjust as needed

Retail_Item_-_Fuel.png

The Order Summary will create a line item for the Retail item, and will update the balance due. The user can charge the card on file (or choose another payment method).

Fuel_Charge_on_Order_Summary.png

 

See it in action:

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