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Series Items

Chris Muench
Chris Muench
  • Updated

Introduction

Series items are useful when you are selling a service or recurring product. For example, you may sell haircuts in a pack of 5. This means that a customer pays one price, and then can come in for five haircuts in the allotted time. If a customer waits too long to use all five haircuts, however, they will no longer be able to redeem the series and will have to make another purchase.

In This Article:

Creating a Series Item

It’s simple to make a series item, simply check the option for Sold in a Series when making or editing an item. See the article here on making items.

When you make an item part of a series, there will be additional fields you have to fill out:

Series Quantity
The number of times this series can be used. So, if you sold a series of 3 massages, you would enter the number 3 here.

Number of Days Series Must be Used Within
This is basically when the series expires as an item that can be redeemed. This prevents someone from waiting three years before coming in to get the next haircut at your old prices. So, if you want someone to use the series within a year, you would enter 365 here.

 

Edit a Series Item

You can edit a series item just like any other item for future sales. See the documentation here on editing items.

If you would like to edit a series item that has been purchased by a customer, you will need to first lookup the customer. Navigate to the Contacts in the left menu and select Customers.

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Find the customer in the page list. Click the ellipses (...) under the Actions column. Select Redeem Series.

Click Edit. You will now be able to update the Quantity Remaining for a series as well as the expiration date of the series. This is information specific to this item series purchase and will not change the item as it’s sold at checkout.

When you have finished your edits click Save.  

Redeem a Series Item

When a customer wants to redeem a series item, the first thing to do is look up a customer. Navigate to the Contacts in the left menu and select Customers.

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Find the customer in the page list. Click the ellipses (...) under the Actions column. Select Redeem Series.

Here you’ll be able to see the quantity remaining for a series, the expiration date, and the option to Redeem. Click Redeem.

Once you redeem a series item, the Quantity Remaining will decrease by one.

Delete a Series Item

You can delete a series item just like any other item from your store. See the documentation here on deleting items.

If you would like to delete a series item that has been purchased by a customer, you will need to first lookup the customer. Navigate to the Contacts in the left menu and select Customers.

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Find the customer in the page list. Click the ellipses (...) under the Actions column. Select Redeem Series.

Click Delete next to the series item, and it will be removed from that customer account.

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