In these recorded webinars, we quickly go through the basics of setting up a sales form and then spend time talking about how to assure you get the data that you need while balancing creating a form that is easy for parents to use. At the end of the session, we include a Q & A discussion. Topics include:
- Settings up a new sales form
- The Catalog
- Inventory controls
- Reports
- Advanced Form Settings
- Guest Forms
(Scroll down and click on the Store & Forms Section)
Related Articles
Guest Forms
No Login Required A form can be set so that it is available for guests to complete without having to log in and create an account. This is recommended for situations when you want guest users to be able to complete a form and you want them to be able ...
Guest Forms
Fee: $75 Guest Forms are forms that are set to be available for guests to complete without having to log in and create an account. This is recommended for situations when you want guests to be able to complete a sales or data form and you want them ...
Inventory Controls
Controlling Inventory You can limit the number of items available for any SKU and any option in your Membership Toolkit system. Inventory Control is commonly used when you have a set number of items to sell and you don't plan to re-order. If ...
FAQs - Catalog and SKUs
FAQ - Can a SKU be deleted? A SKU can be deleted up until the time you add it to a form. Once you have added it to a form it cannot be deleted. If you no longer want to use a SKU that has previously been added to a form, make it Inactive. From ...
FAQs - Sales Forms
FAQ - How do you set up sales that are tagged for a specific student? There are two ways to configure a form or product so that the sale is tagged to a specific student versus at the family level. You want to choose one of these options when delivery ...