Store Items

The store catalogue: what can be redeemed, what it costs, who can reach each item and how much is left in stock.

Store catalogue screen with the search box, the filters and the list of items with their image, points, cap per person and status

What it is for#

This is where you keep the catalogue of rewards people redeem with their points: what each item is, what it costs, who can reach it and how many units are left. The screen is titled Store catalogue.

Each item also has its own stock, with units coming in and going out, which you manage from the Stock button.

Where it is: Manage › Rewards › Store Items.

What you see#

The name of the project you are in is shown at the top.

ElementWhat it shows
Search…Filters the list as you type.
Visible / HiddenShows only items that can be redeemed, or only those taken out.
Category: allShows only the items in one category: Corporate gifts, Fashion, Food & Beverages, Gaming, Charities, Education, Miscelanea and Leisure & Travels.
ImageThe item image.
ItemThe item name.
PointsIts price in points.
CategoryIts category, if it has one.
GroupsThe store groups it has ticked.
Cap per personHow many times the same person can redeem it. 0 means no cap.
StatusVisible or hidden.
StockOpens the item's stock.
EditOpens the item form.
Add itemOpens a blank form.

Settings#

Item details#

The form is the same to create (New item) and to edit (Edit item, with its number under the title).

Edit item form with name and description in both languages, the image and the category
FieldWhat it doesValues
Name (ES)The name people see in the store.Text. Required.
Name (EN)The name in English.Text.
Description (ES)What the reward is, in Spanish.Free text.
Description (EN)The same description in English.Free text.
ImageThe item photo in the store. If you pick nothing, the current one stays.Image.
CategoryGroups the item in the store and in this screen's filter.Drop-down: — unassigned —, Corporate gifts, Fashion, Food & Beverages, Gaming, Charities, Education, Miscelanea, Leisure & Travels.
Price block with the How many points should it cost? helper: cost in euros, suggested price, tier and weeks the median person needs in each project

Price#

FieldWhat it doesValues
Price in pointsWhat it costs to redeem.Number. Required.
How many points should it cost? › Costs (€)A helper. You type what the reward costs and it suggests a price in points worked out from each project's real activity, not from a fixed rule. It shows the current price in euros, the tier it falls into (micro, mid or aspirational), how many weeks the median person would need to afford it in each project, how many people can afford it now, and warnings about the balance of the catalogue. Use this price copies the suggestion into Price in points.Number in euros. Helper only: it is not saved.
Lower part of the form: required actions, projects it shows in, total units, cap per person, order in the store and the Visible in the store tick box

Who can reach it#

FieldWhat it doesValues
Store groupsThe groups that can see the item. With none ticked, the form says the whole project sees it.Tick boxes with the groups in Store Groups.
Required actionsActions the person must have completed before they can redeem it.Tick boxes with the project's actions, with a search box. Several or none.
Projects it shows inOther projects where the item also appears, besides yours. Leave it empty if it belongs only to this project.Tick boxes with your company's projects.

Limits and visibility#

FieldWhat it doesValues
Total unitsOverall cap for the item. Stock is kept separately, with the Stock button.Number.
Cap per personHow many times one person can redeem it.Number. 0 = no cap.
Order in the storeIts position in the store: the lower, the higher it shows.Short text (a letter in the demo).
Visible in the storeUntick it and it can no longer be redeemed, but nothing is deleted.Tick box. Ticked by default.

Stock#

Stock window for the item with What is left per project, the Record a movement in or out form and the Movements list

The Stock button opens Stock for “item”, with three blocks:

FieldWhat it doesValues
What is leftUnits left per project and the Total.Read only.
ProjectWhich project the goods come in to or go out of.Drop-down with the item's projects. Choose… by default.
UnitsHow many units come in. A negative number takes units out.Number.
NoteReason for the movement.Free text.
RecordLogs the movement. It is signed with your name and cannot be undone: to correct it you record another one the other way.Button.
MovementsThe history of units in and out for the item.Read only.

How to#

Add a reward#

  1. 1

    Open a new form

    Click Add item.

  2. 2

    Describe the reward

    Type the Name (ES), its English version and the description, and pick the Image and the Category.

  3. 3

    Set the price

    Type what it costs in Costs (€) to see the suggestion and, if it works for you, click Use this price. Otherwise type the Price in points yourself.

  4. 4

    Decide who can reach it

    Tick the Store groups, any Required actions and the Projects it shows in.

  5. 5

    Set the limits and save

    Adjust Total units, Cap per person and Order in the store, and click Save.

  6. 6

    Put units in stock

    Click Stock, choose the Project, type the Units and click Record.

Correct the stock#

  1. 1

    Open the stock

    Click Stock on the item's row.

  2. 2

    Record the opposite movement

    Choose the Project, type the Units as a negative number (or positive, if units were missing), explain why in Note and click Record.

Take an item out#

  1. 1

    Open it

    Click Edit on its row.

  2. 2

    Hide it

    Untick Visible in the store and click Save. It can no longer be redeemed and nothing is deleted.

Things to know#

Aviso:

Stock movements cannot be undone. A mistake is corrected with another movement the other way, which is signed too.

  • Total units and stock are different things. Total units is the item's cap; what is actually in stock is kept with Stock.
  • There is no delete button on this screen: an item is taken out by unticking Visible in the store.
  • The price helper only suggests. What gets saved is whatever is in Price in points.
  • Items with no group: the form says an item with no groups ticked is seen by the whole project, but Store Groups counts them as items that never reach the store. If you want to be sure it shows, tick a group.

Related#