Digital Store Manager (beta) provides the ability to manage items and offerings for your Portal Users. Once individual items have been added in the Digital Store Manager, offerings can be added to each of those items which Portal Users can then use to make selections. The purchase process for items in the Digital Store Manager will be accessible and integrated with the Financial Transaction process(s).
Digital Store Manager can be access by navigating to Financials, Configurations, Digital Store Manager.
Once the Digital Store Manager form is opened, the user can choose to Add, Update or Delete a digital item or Add, Update, Delete a Discount Rate for the Digital Store.
Add Digital Item
Select the Add Items button on the blue Digital Items bar
On the Add New Digital Items form, select the icon in the lower right of the image box to add a picture of your Digital Item
Enter a name and description for the item then select save to add your item to the store. Or, select cancel to cancel the new item add.
Update Digital Item
To update an existing item, select the edit icon in the Digital Items list
Delete Digital Item
To delete an item select the trash icon in the corresponding row of the item you wish to remove.
For items to be available for users to select, offerings must be added to each item.
Add Digital Offerings
To add an offering to a Digital Item, select the Offering button on the corresponding row of the item you wish to make available.
Update Digital Offerings
Discount rates may be added for later application to an offer. To add a new discount rate, select the discount rate's tab on the Digital Store Manager form
Add discount rate
To add a new discount rate, select the add discount rate button in the blue bar on discount rate tab.
The add discount rate form will allow you to select a name, which table code will be used for the discount, an amount for the discount (either a percentage or a fixed dollar amount) and if the discount should be compounded with other discounts. Once the selections have been made select Save button to save your new discount rate.
Update discount rate
To update an existing Discount Rate, select the pencil icon on the row corresponding to the discount rate that you wish to edit.
Delete discount rate
To delete an existing discount rate, select the trash icon on the row corresponding to the discount rate that you wish to remove