How to create retail products
The Retail products section is where you can create products that can be purchased within Trybe, these can not be purchased individually on the shop front but can be purchased through a package choice. These products can also be used in the Related offerings section when choosing a Retail cross-sell.
To create a Retail product head to Settings > Offerings > Retail products > Add new product > enter retail product name > Create.
If you select the three dots next to the retail product you will be able to 'Edit', 'Copy' or 'Archive' the retail product.
If you archive a retail product you will be not be able to restore it as a user in Trybe. However, this is something that we are looking to bring in in the future.
Details
In the details section you can add more information about the retail product:
Name - name of the retail product
Description - this will display on the shop front if the retail product is an option within a package choice
Shop image - Here you can upload an image that will be used for this retail product on the shop front. (The image must be max 1mb and dimensions should use the aspect ratio 3 / 2.) This will be displayed if the retail product is an option within a package choice or if it is set up as a retail upsell (so will appear on check out page).
Tracked inventory - if you want to track the retail product to a product in your Inventory you can select it here. (You should set up all products in your inventory first if you want to link them to a retail product.) Once this product has been tracked in the inventory this means that when this product is purchased it will automatically update the stock level for that product in the inventory. See guide on how to create Inventory products.
Revenue centre - select which revenue centre you want the revenue from this product to go to.
Barcode - select this if you would like to associate a barcode to the retail product. Please view the step linked here regarding how to do this.
Select 'Save' at the bottom of the page to save all changes made.
Setting up customer cancellation for retail products:
In your retail product settings there is the option to set up customer cancellation if you want your customers to be able to cancel this retail product online. To set this up up head to settings > retail products > select on the product > scroll to "customer cancellation"...
Please note! If the retail product is linked to an inventory item, you will not be able to set up customer cancellation.
Customer cancellation - choose whether to allow customers to cancel this retail product online. Choose between 'Not allowed', 'Allowed' or 'Allowed if unpaid'. If you select "Allowed" or "Allowed if unpaid" then and additional field of "Latest customer cancellation time" will appear...
Latest customer cancellation time - as mentioned above this setting will only appear if you have selected for Customer cancellation to be 'Allowed' or 'Allowed if unpaid'. This allows you to restrict when a customer can cancel and cannot cancel the product. If you select a time it will only allow cancellations up to this amount of time before the booking. If you do not want to restrict the cancellation select 'None'. As retail products do not have a date/ time linked to the item, this restriction will apply to the other items in the order that do have a date/time attached.
Please note! Cancelling retail products online will NOT be possible if the only items in the order are retail products. Customers will only be able to cancel the retail product online if there are items in the order that have an item date (i.e. appointments/ sessions etc) and the system is set up to allow the cancellation (in both the retail product settings and the shop settings).
Products included within a Package are unable to be cancelled, as we don't currently support cancellation of Packages.
'Enable customer cancellation' must also be toggled on in shop settings in order to enable this feature to work on the shop front.
Refunds: If the customer has made payment online using Trybe Pay and they cancel online, Trybe will automatically process a refund for the item. If the order was paid for manually, the customer won't be able to cancel online so they'll need to contact you to cancel and you will need to manually issue a refund.
Want to see the customer journey of cancelling an item online? Click here for a run through of what the customer will see!
Pricing
Price rule - here you can set up the price rules for this product. To do this select "Add new price rule". Set the date range or you can leave these blank if this is an ongoing price. Enter in the price and press 'Create' when done. You can edit or delete these at any time by selecting the three dots > 'Edit' or 'Delete'.
This section automatically saves.
Audit
The audit will display a timeline of any changes/ updates that have been made to the retail product. For example if an price rule was changed or deleted.
To access the audit log for each offering head to Settings > Offerings > Retail products > Search the retail product > Select the 'Audit log' tab.
How to add a product as a retail upsell
Do you want to try tempt guests to order a glass of prosecco with their treatment or purchase towel and slipper hire?
Within every Offering Type (Appointments, Sessions, Area bookings, Packages & Courses) there is a Related Offerings section. Here you can display chosen Retail products to guests making an order for a specific offering, if they are interested in purchasing the item, this will be added to their basket.
Head to Settings > appointment types/ session types/ area booking types/ packages/ courses > edit > Related > retail upsell >add more and toggle on the products you want to appear when someone purchases this offering > save changes.
When the customer books this offering the retail cross-sale will be there as an option for them to add to their order. The second screenshot shows how the retail upsell will be displayed on the shop front. It will be listed under the 'Any extras?' section and then the customer will be able to add this extra to their order and checkout.
Any products that are sold through the retail cross-sale section will automatically adjust the stock of the product if you have selected that it should be tracked in your inventory (see guide).
How to associate a barcode to a retail product
You can associate a barcode to your Retail products! This will mean that you can scan the product and it will create an order in Trybe or it will add the product to the existing order that Trybe is open on! Please watch the video to see how this works.
To associate the barcode you will need your barcode scanner and your products!
You can use any barcode scanner but we recommend a 2D optical scanner.
To associate a barcode head to Settings > Retail products > edit > Barcode > scan. Scan the barcode > 'Save'. This barcode is now associated to this product.
Now if you are anywhere in the Trybe app and scan the product it will create an order for you.
If you are already on an order and then scan a product it will allow you to add the product to the current order you have open.