Product Configuration

Nimble AMS supports several base product types that have specific attributes that make them distinct. Even though they are unique, they are configurable in similar ways.

Base Nimble AMS Products

• Cancellation Fees

• Coupons
• Donations
• Events
• Memberships
• Merchandise
• Registrations
• Advertisement
• Exhibit
• Sponsorships

Feature Enabled Products

• Subscriptions

Pricing

In Nimble AMS, each product is set up with a default price and additional pricing details can be configured through price classes and special prices.

Learn more

Creating Products

These steps go over creating product options, such as different subscriptions or different events, not creating new product objects. For information regarding creating new product objects, you can learn more here (external).

1. In Lightning, Apps | Products | New or in Classic, All Tabs | Products | New
2. Once you select New, this will ask that you choose a record type.
   
   1. This is where the process changes slightly depending on the record type chosen. Each of the baseNimble AMS products consist of different field requirements, which can be tailored to suit your needs.

External Sales Tax | Tax Codes

As of winter '20 release, Nimble AMS supports Advanced Taxation feature using which external tax systems can be used for tax calculation for all products configured for using them. While creating a product which is marked taxable, a staff user must select a value from the Tax Code drop down on Product page to define which tax will apply to the product. See Advanced Taxation to learn more. In Avalara, a third party tax computation portal, the administrator can map additional Tax Codes with Item Codes. See Adding Tax Codes to learn more. 

Editing Products

1. In the tab bar, click 

   

   App Launcher, or in Salesforce Classic, click 

   

   Nimble AMS, Staff View, Button, All Tabs.

2. Click Products.

3. Select a list view and click Go!

4. Click Edit next to the product you want to modify and make desired changes.

   

   Entity cannot be changed.

5. Optionally, in Currency, select the right currency value.

   

   Note

   If you have enabled Salesforce multi-currency, Salesforce introduces the Currency field on all object layouts within your org.

   While creating a new Product record make sure to select the Currency field value that matches the Currency field value on the linked Entity record. If the Currency field value of Entity and Product does not match, then it throws an error.

   Also, once the record is saved, you will not be allowed to edit the value of the Currency field.

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6. Click Save.

Deactivating Products

• Deactivating a product will prevent staff or constituents from selling or purchasing them, but will ensure that the products and their historical orders still appear in analytic records.

• Restricting the change of a product's status to 'Inactive' if it is linked to ongoing installment schedules.

1. From a product, click Edit.

2. Click Status and select Inactive.

3. Click Save.