In Nimble AMS, you use productsto represent the goods or services your association offers to your constituents. Your products are set up using product types which define what attributes the products have. For example, an event session product has a start and end date, but a merchandise product does not. Your products are purchased by your constituent using orders.
Products are purchased using the order process in Staff View and staff can enable products to be purchased in Community Hub. Staff can set the display order of products to control the order in which they are displayed to staff and constituents and can deactivate products that are no longer being offered or have been replaced. Disabling products removes them from the order process but allows you to continue to reference them in your analytics.
When orders are submitted, historical records are created for the product type and linked to the product and the account. Example: Virgil Watts submits an order with a registration product for the "Giving the Right Tasks to the Right People at the Right Time" webinar. A registration record is created and linked to the registration product record and Virgil's account record. You can leverage these records and connections to create analytics for product sales.
Staff can use products to represent purchasable options and each product has a product type such as a(n):
Staff can create membership products to store price and description information. Membership products are typically created when Nimble AMS is set up for your association and are only modified as needed.
Staff can create registration products records that represent event sessions.
Event fees are created as a Cancellation Fee Product Record Type and are associated to an Event in Nimble AMS.
Staff can create a product to use as a stand alone donation option, or to be linked to a membership to be shown during membership join or renewal.
A Coupon Product is a record created in the Products object, using the Coupon record type. This houses little information on its own, but is key in ensuring that the correct Revenue GL Accounts are Entity are being credited/debited. If a Coupon Product is not listed as Self-Service enabled, the Coupon Code will only work in Staff View.
Staff can create miscellaneous products to record sales for products that cannot be categorized into another order item configuration. Common miscellaneous products are wire transfer fees or returned check fees.
Custom Product Types
In Nimble AMS, with development effort, you can also create custom product types to fit the unique needs of your association.