Products in Novi can be anything you sell outside of your annual dues and event tickets. Products can be physical, such as a promotional item or classroom rental, or non-physical, such as a sponsorship or legislative contribution.
There are two ways to add a product to your Ecommerce store:
1. For Existing Products in QuickBooks Online:
If you already have products set up in QuickBooks Online that you want to add to your Ecommerce store, go to Ecommerce > Products > Import Products from QuickBooks.
A pop-up modal will display.
Select the products and the corresponding categories that you want to import into Novi.
Click the Import button at the bottom of the modal.
Once a product is imported, go to Novi and add the product details.
2. For New Products Being Created in Novi:
To create a new product for purchase:
Go to Ecommerce > Products
Click the Add Product button.
A pop-up modal will display.
Enter the product details and any other settings or options for the product.
Click the Save button (Save & Close, Save & Add New, or Save & View) to create the product.
Active Products In Novi
When a new product is added or created in Novi, it is automatically set to Active and available for purchase orders.
If the product is set as Shown In Store, it can be purchased from the frontend and backend.
You can also choose to remove the product from your online store, marking it as Not In Store, but keeping it set as Active to allow backend admins to place orders.
Deactivate a Product
Products in Novi cannot be deleted, but they can be deactivated. This allows you to remove the product from your store and product list view, but still maintain historical information (and for those times when a product is mistakenly deactivated, it can easily be reinstated by checking it active again!). To deactivate a product, click the down arrow and click Deactivate.
A deactivated product will automatically be removed from the website store and is no longer available for frontend or backend admin purchase orders. If the product is in use as an add-on to dues or an event, a warning will appear reminding you to review and update where the product is in use before being able to deactivate.
Deactivated products will not show by default in your product list. To view deactivated products, you can Clear Filter/View All, filter the product list view by Active/Inactive, or click the Gear icon to show the Active column.
Items of Note
As a business practice, we recommend that products are added, or approved to be added, by your bookkeeper first.
You can decide if your products appear in your frontend store by using the "Show in Store" toggle.
Products are linked to an ACCOUNT in QuickBooks Online.
Products are different than event tickets or dues rules which are linked to an item/product. By adding a product in Novi, you are adding an item/product to a chart of accounts in Quickbooks.
Bundled items in QuickBooks - QuickBooks allows you to bundle items that you typically sell together. Unfortunately, their API (Application Programmer Interface) does not support that for our technology just yet, so while you can create and sell bundles in QuickBooks, they will not appear in your products list in Novi. Read more about this here!
Novi Product Details - Learn more about the available setup options for your Ecommerce products, including required and optional settings. These options are available for all products - whether they were created in Novi or imported from QuickBooks Online.
Novi Product Purchases - View the purchase details of a specific product all in one place: Purchaser, Order Type & Status, Quantity, Price Paid & Discount, and more!
Novi Product Sales Report - Learn how to view a report showing item-level sales for all Ecommerce products ordered in Novi.