Software 4 Schools - Engagement and Security

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Configure your Portal and Products

Notice

In this article, you will learn about configuring your ProPay merchant account to work with Store and Ticketing. Please follow this document if you have not already created a ProPay Account. 

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Store Enable Public Portal (System Value)

Click on System from the top right menu and then click on Store to find the store settings. 
Click the link Public Portal and change the setting from Disabled to "Enabled with ProPay payment processor"
Once option is selected, click on the OK button to save the changes.

Ticketing Enable Public Portal (System Value)

Click on System from the top right menu and then click on Ticketing to find the store settings. 
Click the link Ticketing Public Portal and change the setting from Disabled to "Enabled with ProPay payment processor"
Once option is selected, click on the OK button to save the changes.

Hardware - In Person Credit Cards

Information

If you are using the in person integrated payment solution, please follow the instructios on this help doc to setup your PAX hardware.

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Store - Sell Item Online

Next you need to configure products to be displayed on the Portal. Go to Products and Edit a product that you wish to be displayed on the Portal.

Show on Portal and Pickup

Show on Portal will display the selected product on the portal. If you do not want parents to purchase specific products, click on the toggle to turn it off.

 

Store Pickup allows parents to purchase an item online and then notifies the cashier that the student has purchased an item for pick-up. When an item is sold online, it will be removed from inventory so you can't oversell items that have not yet been picked-up. Leaving this on is good for physical items like a Binders and Sweatshirt. If you are selling digital item like a donation or dance ticket you might want to turn this off and it just records that the student made the purchase.

Portal URL

The link / URL to your portal is the same as the link to your site with a "/portal" at the end.
For example if you have : https://myschool.store4schools.com/ as your site,
your portal will be https://myschool.store4schools.com/portal

View for "Allow Anonymous Portal" = No

When a user goes to your portal page they will be prompted to login with student ID and Password. If this is the first time, they will use the register button. 

View our Portal Walkthrough Help doc For more details on the user experience 

View for "Allow Anonymous Portal" = Yes

When a user goes to your portal page they will see all products except those that have the setting "Must be sold to a student". From there they can either Create an Account or Sign in by clicking on their user type. 

View our Portal Walkthrough Help doc For more details on the user experience 

Ticketing - Sell tickets online

  • Do you want to sell tickets online? can be turned on to sell your tickets on the portal

  • What is the last day tickets will be available for online purchase? will display with a date option which is the last day that event will be viewable for sale on the portal.

When editing event setup, click on Settings to access the online sales option.

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