Introduction
This article provides a step-by-step guide on how to create and attach a new item in the SchoolCash Catalog.
Video Content
Click to view the recording of the 3 steps of item creation. (Duration: 4 minutes)
To view the video library under these headings, follow these links:
- Creating & Attaching Items
- Creating Specific Item Types (how to use the template)
- Group Management
- So much to know about the SchoolCash Register
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
Required fields are marked with an asterisk (*).
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.
A new window opens displaying a preview of the item on SchoolCash Online. Make any changes to your item before moving to Step 4.
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.