Product Type Setting on Yoplanning.pro
Introduction to Product Type Setting
Setting the product type allows you to group products according to their payment method. This considerably simplifies the management of fees to be paid, avoiding individual configuration for each product. This function is particularly useful for sports or cultural structures which offer various activities and require a clear organization of their remuneration system.
Steps to Set Up Product Type
Access the Feature:
Navigate to the Administration section from the left menu.
Select Configuration, then look for the Fees subsection.
Find and click the Product Type option.
Determining Product Types: Before proceeding with creating product types, complete the following exercise to identify your needs:
Think about how many different ways you can pay for products to just one member of your staff.
This number will determine how many product groups (or product types) you will need to create.
Creation of Product Types:
On the Product Type page, click the option to Add New Type.
Enter a descriptive name for each product type, reflecting the associated payment method or fee category.
Repeat this process for each type of product you identified in your preparatory exercise.
User Tips and Best Practices
Preliminary Thought: Before creating your product types, take the time to think carefully about all the different ways to compensate your staff. This ensures efficient organization and avoids frequent adjustments.
Product Type Names: Choose clear, descriptive names for each product type. This will make it easier for you and your team to manage and quickly identify categories.
Regular Reassessment: Review your product types regularly to ensure they remain relevant and adjust them as necessary.
Common Problems and Solutions
Difficulty Determining Product Types: If you are having trouble deciding how many product types to create, reconsider the different activities offered and their unique payment methods. Simplify as much as possible.
Modification of Product Types: If a product type no longer corresponds to the needs of your structure, do not hesitate to modify it or create new ones to adapt to the evolution of your activity.
Important note: do not confuse product type and product category, the product type is strictly internal and is only used to manage fees, the product category is a classification of your products to marketplaces and other resellers. The latter can be public.
The product type setting on Yoplanning.pro is designed to make the financial management of your structure more fluid and organized. By following these steps and tips, you will maximize the efficiency of your fee payment system.
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