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Products

The products are used to configure the system for invoicing and to ensure synchronization with the accounting system.

The Products page allows you, among other things, to consult, modify or create various products in your environment Membri 365

Browse products​

To have access to the list of all the products in your system,

  • Go to the Configuration zone;
  • Select the Products page from the Invoicing and accounting section of the left main menu;
  • Select a product;
tip

Several system views allow you to better consult the products in your environment by applying filters on the complete list of all products. The latter is the one displayed by default.

Create a product​

  • Access the Configuration zone;
  • Select the Products page from the Invoicing and accounting section of the left main menu;
  • Select the + New button of the toolbar;
  • Fill in the various fields of the New Product form;
  • Select Save.
tip

To learn more about the products fields to fill, refer the field details section.

Product group​

Organizing products within a product group allows grouping the products for each of the banners in your organization. This allows, among other things, to track the sales objectives of each banner.

Create a product group​

  • From the Configuration menu, navigate to the Product Groups page in the Sales section of the menu.
  • Select + New in the toolbar to open the New Product Group form
  • Name and describe the new product group
  • Select Save in the toolbar to create the group in the system
  • From the Products module which is displayed after the creation of the group, select + New Product to create a product to add to this product group or select Add Existing Product to choose an existing product from the product list in your environment.
  • Repeat the previous step for all the other products in the group
  • Select Save & close in the toolbar to validate the creation of the product group.

Field details​

Reading key

The reading key helps you to better understand the vocabulary used in this section.

If necessary, use the quick search command on your keyboard Ctrl + F to target the terms you are interested in.

Term usedExplanation
AllowsFields that can be modified to perform a specific task.
DisplaysField information that cannot be changed
DuringHighlight an important step related to the field
IfPrior Action or Other Field Condition
WarningImportant information to take into account related to the field

Tab - Summary​

Section - Product Information​

FieldsDescription
NameAllows you to change the name of the product in the system.
Product TypeAllows you to choose the product type.

Products are defined by type. There are currently 12 different types.
  • Ticket type
  • Delegate
      These are the products for additional delegates, upon joining, renewing or during delegate memberships, they are indicated in the membership packages.
  • Discount code
  • Donation
  • Membership credit
  • Membership option
      These are the products of the options when registering or renewing. They are indicated in the membership options.
  • Membership package
      These are the products of membership registrations and renewals. They are indicated in the membership packages.
  • Partnerships
      These are the products of sponsorships and contracts. They are used in the definition of partnerships or in the products of contracts.
  • Money sponsorship
  • Service-based sponsorship
  • Pre-sponsored sponsorship
  • Others
      These are all the other products in the system.
ChapterAllows you to choose the chapter used for the product.
Product IDAllows adding a unique ID to the product.
    This ID is unique and makes it possible to bring out this information during the accounting reconciliation.
DescriptionAllows adding a description to the product.

Sub-grid - Product group
Displays the product groups in which the product is included.
Add a product group in which the product should be included.

Section - Price​

FieldsDescription
Default PriceAllows specifying the default price to be used when using this product.

It is always possible to change the default price later. It is also possible to indicate another price during invoicing.
  • For example, if you use this product for your tickets and the default price is $ 50, it is possible to change it in the ticket creation.

However, we recommend that you indicate default prices for products that do not change prices.
  • For example, think of a product for a gift certificate valued at $ 25. It makes sense that the default price for such a product is $ 25 since it won't have to change.

This field should be considered as a way to save time during invoicing.

Section - Accounting Setup​

Product numbers and ledger numbers are used to bridge the gap with the accounting system or to produce advanced reports.

info

The product or ledger number must correspond to a product or a ledger in the accounting system:

Accounting SystemsEquivalent to product numberEquivalent Ledger number
AcombaProduct Number
AcombaXProduct NumberProduct Category Number
AdvantageProduct NumberLedger Number
QuickBooks OnlineProduct NameClass Name
Sage50Product NumberLedger Number
Wise AccountingProduct NumberLedger Number
FieldsDescription
Ledger NumberAllows adding the accounting system Ledger number to the Membri's 365 product.
Product NumberAllows adding the accounting system product number to the Membri's 365 product.
Generate journal entry for deferred revenueAllows identifying whether you want the product to allow entries for pre-collected income.
Ledger number of recognized revenueIf the Produce entry for deferred income field is Yes;
Allows specifying the ledger code under which to enter deferred revenue related to this product in your accounting system.
Ledger number at credit expirationAllows specifying the ledger number to use in your accounting system when a credit expires.

Tab - Eligible Discount Codes​

Section - Discount code active, per product​

Sub-grid - Discount code active, per product
Displays the product's active discount codes.
Allows adding a discount code to the product.

Tab - Dimensions​

Section - Dimension parameters​

FieldsDescription
Block dimensions on this productAllows you to specify whether you want to block dimensions on this product.
note

Still unsure? Contact us - support@vendere.ca