This article provides a step-by-step guide on how to create and attach a new item in the SchoolCash Catalog.

Want to watch a video on how to create an item? Jump to video.


Select the Items Tab and Create a New Item

Select School Store, then SchoolCash Catalog. The system defaults to the List View of items.

Note: Selecting the New Item button is an alternative option to start creating an item.

Complete All Required Fields to Build Your Item

Basics

Financials

Availability

Extras

Options

Choices

For information on Options & Choices, please refer to How to Create an Item with Options and Choices documentation.

Scheduled Payments

For information on Scheduled Payments, please refer to How to Create an Item with Scheduled Payments documentation.

Permission Form

Include instructions on the trip information, legal information, etc. The Volunteer Option checkbox allows the purchaser to volunteer to be part of the trip.

For information on Permission Form, please refer to How to Create an Item with a Permission Form documentation.

Preview Item

View the item in SchoolCash Online before saving and attaching students—highly recommended.

Save and Attach

Choose one of the following save options:

  • Save and Attach: Saves the item and takes you to the Student Attachment window.
  • Save and Create New: Saves the item and opens a blank Create a New Item window.
  • Save and Copy: Saves the item, copies it, and opens the copy in a new window.
  • Save: Saves the item.
  • Cancel: Cancels all recent entries. A confirmation dialog appears; confirm cancellation to proceed.

After saving, proceed to attach the item to students:

Attach Item As:

Attach Item To: All Students / Grade / Course / Homeroom / Group / Individual

View Selected Students: Lists students based on the 'Attach Item' selection.

Attach Students: Attaches the students based on the 'Attach Item' selection.

Video Content

Create an Item (No Options) - Basic Field Trip

You can create a basic field trip item in SchoolCash Online by first setting up a new item in the SchoolCash Catalog and assigning it a fee if necessary. If you need to collect permissions or other details, embed a form directly into the item using the SchoolCash Forms feature, which can be set up for $0 or a paid event. You can also assign a GL category to properly track funds, and any transaction fees will be automatically backed out in the background. Once the item is published, parents can access it in their SchoolCash Online accounts to submit payment and required information.


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