Overview

Use this article to create a new item in SchoolCash Catalog. Creating the item first lets you confirm the details (name, price, dates, and visibility) before you attach it to students.

Before you begin

Confirm you are signed in with a role that can create items in SchoolCash Catalog. If you do not see the options described in this article, contact your District Administrator to review your permissions and SchoolCash Catalog access.


Steps

  1. From the Main Menu, go to School Store > SchoolCash Catalog.
  2. Select New Item.
  3. In Basics, complete the following:
    • Enter an Item name that makes it clear what parents are purchasing.
    • Enter a Description that includes the key details (who, what, where, when, and why).
    • Optional: Add a Picture to help parents recognize the item in SchoolCash Online.
  4. In Financials, complete the following:
    • Confirm School Year.
    • Select the correct Account or GL for revenue tracking.
    • If available, review Tax and Category fields and set them according to your district’s accounting requirements.
  5. In Availability, complete the following:
    • Set the Effective Date (start date) and End Date for online purchasing.
    • Review Limit Per Student, Limit Quantity, and Visibility, then adjust as needed.
  6. In Extras, configure additional settings as needed:
    • Use Options and Choices when you need sizes, versions, or add-ons.
    • If parents should pay in installments, configure Scheduled Payments.
    • If the item requires permissions or trip details, configure a Permission Form.
  7. Select Preview to review how the item will appear in SchoolCash Online.
  8. Select Save.

Outcome

The item is created in SchoolCash Catalog with your selected settings and is ready to be attached to students.