What to Keep in Mind When Creating an Item


Introduction

This article outlines key considerations when creating an item in SchoolCash. It covers naming conventions, descriptions, preparation for a new school year, and best practices for reviewing and previewing items before they go live.


Table of Contents


What is in an Item Name?

Item name - Make it easy for your parents to identify what is for sale.

How? Consider the first 32 characters of an item name as prime real estate. Ensure it identifies what is being sold, i.e., Field Trip MMM DD. The most important information can be followed by the grade, and lastly, the school name. Be consistent in your naming convention, as it helps with item sorting.

What is in a Description?

Description - Inform your parents with all the details. The more information provided, the fewer clarification calls the school receives.

How? Staff, coaches, and club sponsors should provide the 5 W details:

  • WHO is the item intended for?

  • WHAT is the item? Provide all the details.

  • WHERE is the student attachment going, or WHERE can the item be picked up?

  • WHEN is the event, or WHEN can the item be picked up?

  • WHY should the item be purchased?

New School Year Preparation

New School Year - Prepare for the upcoming year by reviewing your previous year's catalog for items that could be copied to the new year.

  • Items can be copied to the new year, and it is not necessary to attach students until the item is made live.

  • Remember to review all dates, category accounts, and costs.


Best Practice

Always PREVIEW

  • This is the time, before it goes live, to ensure the setup is correct.

  • Does the item appear and react the way you envisioned?

Review Draft Items

  • Is the number of Draft items greater than zero? If yes, review each. You can continue editing the item, or the item can be deleted.


Where to next?