How to use the Store to Process Standalone Transactions

• Ring up in-person sales

• Add and edit products

• Process payments (card, cash, or payment links)

How to Process a Store Transaction

1. Head to the Store tab.

Navigate to the Store tab in your admin dashboard where you’ll see your store inventory and receipt panel.

2. Search for Products.

Use the search bar to find products like firewood, ice, or merchandise.

As you select items, the receipt on the right will automatically populate with the items and prices.

3. Associate with a Guest (Optional).

If you would like to link this purchase with a specific guest, you can add that guest in the “Guest” field on the top right.

If the guest has a saved payment method on file this will be pulled in automatically and can be charged for the transaction if desired.

4. Collect payment
• Choose to accept payment as:
• “Paid Offline” - if the guest is paying by cash/check or outside the Park system
• “Invoice” - if you would like to email or text them an invoice to pay online
• “Credit Card” - enter the credit card number directly or pull in a saved payment method if the guest has one
• After payment is collected, you can print a receipt or close and clear the order once complete.

Adding New Products to Your Store

1. Click “Add Product.”

2. Enter Product Details:
• Name: The name of the product. This will show in the booker if this item is marked as bookable (e.g. T-Shirt).
• Unit Price: The price that will be charged for the product (e.g., $15).
• Tax Rate: This is the tax rate that will be applied when this product is purchased.
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If a product belongs to a category, it will take the category’s tax rate by default. Setting an individual tax rate will override the category setting.

• Description: A brief description of the product. This set description is shown in the booker if this item is marked as bookable (e.g. cotton t-shirt).
• Quantity (optional): You can set the inventory quantity and each transaction will lower the quantity by the amount sold in that transaction. This can be useful to see when you will need to restock certain items.
• SKU (optional): A unique item code you can use to identify and track a specific product. This is helpful for inventory management. This will be set if you are using a barcode scanner.
• Category: You can create a store category and group store products into these categories to quickly access specific items if your store has many items
• Check out this help article on How to use Store Categories for more information

Advanced Settings (Optional):

• These are mostly for online bookings. You can set:
• Bookable: If this is toggled on this will be available for guests to add this to their reservation on the final checkout page.
• Applied Nightly: If this is toggled on this will apply to each night of a reservation.
• Type:
• Standard: Standard product that you can add any number of times
• Single: Can only be applied once (i.e., Lock fee)
• Always-Applied (short-term): Always applied to a short-term reservation for a given site type (i.e., Cleaning fee)
• Always-Applied (long-term): Always applied to a long-term reservation (i.e., Meter reading fee)
• Applicable for: Specify if the product is for certain site types (like just your cabins)
• Applicable at: Delineate a timeframe that this will apply. This can be set to:
• Anytime: applies all the time
• From specific date: Starts applying from a specific date forwards
• Until specific date: Applies from now until a specified date
• During time range: Applies to the set time range (e.g. from May 21 to May 26)

3. Save Your Product.

Editing Existing Products

1. Click “Edit Products.”

2. You’ll enter edit mode. Every product will now show a pencil icon ✏️ next to it.

3. Click the pencil icon next to the product you want to change.

4. Update any of the details, such as:
• Product name
• Price
• Description

5. Don’t forget to Save your changes!

Other Help Articles Related to the Store

• How to Create and Use Categories in your Store - Store categories are a helpful way to organize the items you sell in your store for a faster checkout.

• Running your store with a USB barcode scanner - With a USB barcode scanner, you can quickly add items to an order by simply scanning a barcode.

• Taking in person card payments with a Stripe terminal reader - Stripe terminals allow guests to pay by tapping or swiping a card, bypassing the need to manually enter card information.

Summary

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