Your RevTrak team can build items for you. Download the spreadsheet, complete a row per item, and email a copy to support@revtrak.zendesk.com.
At minimum, we need to know campus or program, item name, item description, price, reporting department, account code, and bank deposit account to assign the account code.
Step by step for filling out the spreadsheet in column order:
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Campus: If your district has multiple schools, enter the school name here so we know which one the item is for. This will usually be abbreviated and put at the start of the item name by the Production team.
For example, Erie High School would be abbreviated to EHS. If your district already has abbreviations for schools, please include it in the spreadsheet.
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Item Name: This is the name your item will have, and what will be displayed on the Web Store. It will be displayed on the left-hand side of the page it is on, as well as when purchasing the item.
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Item Description: This will be the text that shows up once your item has been clicked on. It will be on the right-hand side of the page on a computer, and below the item cost, comment box/fields on mobile. It can be used to describe what the item is for, list out fees for a trip, an event schedule, etc.
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Price: This is the cost for your item. It can be a flat cost or an open amount. If your item has modifiers, the best way would be to put a note such as "See modifiers", and include the prices in that column along each modifier option so that we can easily tell the cost for each option.
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Reporting Department: This is going to be the department name your item will be tied for reporting purposes. You can find more information about reports in our Guides in the Individual Reports section.
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Account Code: Account codes are created separately and are used both for reporting purposes and tying codes to specific bank accounts if you have multiple. Some districts have one bank account per school, for example. You can learn more about Account Codes in our Guides in the Account Codes section.
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Bank Deposit Account: This is to let the Production team know which bank account the money should go to. We need the information in this column to match one of the Deposit Accounts found in the Inventory > Account Codes section of your Web Store. You can then click the "New Account Code" button to bring up the Account Code interface, and you can see the Deposit Accounts your Web Store has there:
If you need to add a new Deposit Account, please fill out this form. Complete the required fields and provide a voided check.
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Software Admin Fee Charged to Customer: This is to let us know if you want to charge the Software Admin Fee on your item. Some Web Stores have them turned off by default, so you would have to include it in the price you've given us in the Price column in that case.
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Customer Details: This is the information you want to collect on the item from the customer. For example, you might want a student's email address, their age, grade, etc.
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Drop-down (Modifier): This is for any question that you might want a drop down with limited choices for. For example, this is often used for grade level, clothing size or colors choices.
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Availability: This should be a date range for when your item will go live and when it will become inactive. For example, 8/19/2024 - 9/20/2024; the item would go live 1 minute past midnight on August 19th, and inactive at 11:59 PM on September 20th.
You can also specify what time the item should go live at, and what time the item should become inactive.
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System: This is to let the Production team know where you want your item to be accessible from. This can be Web Store, Order Entry or both. Web Store is for items to be accessible for anyone to purchase on the Web Store site. Order Entry is for in-person payments with a card reader. You can learn more about this in our Order Entry guides.
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RevTrak Forms Build: This is to indicate to the Production team whether the item should be a regular one, or a RevTrak Form. If you've never discussed RevTrak Forms with us, your Web Store comes with a Trial Tier of RevTrak Forms.
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RevTrak Forms Automated Reports: RevTrak Forms can send automated reports. See our article regarding Automated Reports.
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Email Notifications: This column is for an email to be sent every time an order is placed for the item. It can be sent to multiple addresses at once.
* If you are requesting a RevTrak Forms build, this is different from the RevTrak Forms Automated Reports; RevTrak Forms builds can send both the reports and notifications. If you enter an address here, it will be set up for notifications and not reports.
- Related Notes: Any information that isn't covered in the other columns. For example if you'd like the item to be built similarly to another, under a specific tile on your store, under a hidden link, etc.
Multiple paragraphs within one cell for an item?
- Windows: With cursor in the cell you wish to add multiple lines, press...
Alt+Enter
- Mac: With cursor in the cell you wish to add multiple lines, press...
Option+Enter