Affiliation - Setting Other Product Fees


TABLE OF CONTENTS


Create new Other Product


Step 1. Sign into County Portal. Here you will see the 'Products' menu option 




Step 2. Click on the 'Other Products' tab under Affiliation


Step 3. Click on Create Product


Step 4. Select the Product Type from the drop down list




Step 5. Enter the remaining details





Product Name: This will be what is displayed to Clubs
Description: Brief description of what the product is
Status: If Active will be displayed to Clubs / If Inactive will be hidden to clubs but show in         in County Portal
GL Code: Drop down menu of Codes already loaded into Xero
VAT: Automatically populated based on GL Code
Cost: Cost of product for clubs



Step 6. Click on 'Create'




The product will now show in the list of products on the County Portal




Edit Other Product


Step 1. Sign into County Portal. Here you will see the 'Products' menu option 




Step 2. Click on the 'Other Products' tab under Affiliation



Step 3. Click on edit icon next to product to be edited







Step 4. Edit the required details


You cannot amend the Product Type in the edit function






Product Name: This will be what is displayed to Clubs
Description: Brief description of what the product is
Status: If Active will be displayed to Clubs / If Inactive will be hidden to clubs but show in         in County Portal
GL Code: Drop down menu of codes already loaded into Xero
VAT: Automatically populated based on GL Code
Cost: Cost of product for clubs



Step 6. Click on 'Update'





The new details will now be shown




Delete Other Product


To keep the product on the County Portal for future but remove from the Club portal please use the Edit function and change status to 'Inactive'



Step 1. Sign into County Portal. Here you will see the 'Products' menu option 




Step 2. Click on the 'Other Products' tab under Affiliation


Step 3. Click on the bin icon on the right hand side of the product




Step 4. Click on 'Remove'



The product has now been deleted



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