Advanced Product Tab

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Cart Options

Organization determines the CRM Organization partnering to run this event
GL Code and Sub-Account are used in reporting to determine financial responsibility for this product
Product Group determines which product group this product is in (for sake of reporting, team management, and more)
Payment Gateway is used to set which gateway payments for this product are directed to
Internal/External Registration sets whether this product is registered through your site (Internal) or with a partnering website (external)
     -If you choose External Registration, you are prompted to enter an External URL to direct customers toward.
     -You can also use Configuration to set the External Registration button term.
Public Status and Internal Status are set on the advanced tab, and used to market the status of this product (public) as well as organization in admin (internal)

SKU is a reportable field, allowing you to filter and search reports based upon a particular Product SKU or Part Number.
Tax ID determines which Tax ID is applied to the product.
The Course Number is similar to a SKU, but is displayed before the Short Description on the Product List page, and is searchable by your customers.
Participant Per is the maximum number of participants to include in a single registration. For a team registration of 3 to 5 members, you would enter 5 in Participant Per, and use Constraints to enter the minimum number of team members. (Most event registrations are 1 Participant Per, and most merchandise items are 0 Participant Per.)
Sort Order allows you to manually sort products in the shopping cart.
Minimum Count displays on the Product Detail page as a reflection of the minimum number of registrations needed to hold the event.
     -Minimum Count will not close or cancel an event if the number of registrations is not met. It is simply a message to your customers.
Minimum Purchase Amount is a label for the minimum funds to be collected toward the event.
     -Minimum Purchase Amount will not close or cancel an event if the amount is not collected. It is simply an internal label.
Search List Display is an advanced display for some types of subscription products. 
Description/Product Info Display determines whether to show your descriptions as Tabs, Panels, or an Accordion format.
Drop In and Make Up are also advanced configurations for some types of subscription products. 
Confirmation Share Content selects the web content page you would like to use on the Share Your Purchase for the selected product.
Return URL allows you to enter a custom URL for the customer to be sent to when they click the Back button displayed on the Product Details page.

Cart Options Continued

Single Page Checkout changes the registration process for the Product. See Single Page Checkout help for more information.
Requires Account should be checked if you allow Guest Checkout but want the specific product to only be available to Account Holders.
Hide from cart will hide the product from the general Product List. Many Dependent Products, Required Products, or products that use Access are marked as Hide from cart. You can also purchase products hidden from cart through Impersonation
Allow Wait List is checked by default and allows customers to join a wait list if the event is full or product is sold out. If un-checked, the product will no longer show in the Product List if sold out.
Include required items in price display requires Membership Pricing and use of Custom Tags. 
Hide location details and Hide Map tab will hide the location information from the product details and the map tab from the description content.

Show Thumbnail on Details Page is used in conjunction with the theme builder control to show the product thumbnail on the details page.
Force to detail page will remove the ability to add the item to cart from the product list, forcing the customer to see the details page to add to cart.
Force the Account Holder to be the Participant sets the product to only allow the participant that is also the account holder to register.
Featured Within Search and Features Across All Products determine where to display the product as a featured item.
Allow Form Email and Allow Form Skip will allow your customer to either Email or Skip forms assigned to the given product. Administrators can Email or Skip forms any time through Impersonation.

If the product is a Staff Product, designate if it is Staff Pre-hire or Staff Post-hire using the given checkboxes.
Volunteer Job marks this registration as a Volunteer Job.
Require Approval for Purchase determines that this product should be included in Purchase Approval notifications - both by email and by coordinator.
Allow Bill My Company enables use of Bill My Company funds when purchasing this product.
Bypass checkout steps when free (not shown, is dependent upon Single Page Checkout being set) allows the registrant to skip checkout steps and processes the registration immediately upon clicking Add to Cart (provided all items in cart are free).

Calendar Download, Suggest, Required, and Dependent Product

Under Calendar Download Link, you can determine if and where the calendar download is offered to your customers. See Downloading Calendars for your Events for more information.

Under Suggest Product, you designate where this product is to be Suggested when it is assigned as a Suggested Product.
If On Detail Page is checked, the product will appear on the Product Detail page of the other product which it is assigned to as a Suggested item. At Checkout will add it as a Checkout Process. When Add To Cart will add the product to the Add To Cart Modal.

Under Required Product, you can set the default state for the product if it is set as an Opt-Out permission for both when the product is Free and has a cost associated with it.

Under Dependent Product you can set how the Product will display when shown as a Dependent Product.

Constraints and SEO

Under Constraints, you can set the max number of registrations by gender, minimum and/or maximum age ranges, or grade ranges for this product.

Search Engine Optimization allows you to set a Page Title, Keywords, and Description for this products detail page. The Search Keywords are also searched using the shopping cart text search, Search Keywords has a 1000 character limit.


Minimum Price is the lowest price the product can be discounted to. No matter what discounts are applied to the product, no customer can purchase the product for less than the price entered in Minimum Price.
Limit Number of Discounts allows you to limit the quantity of discounts applied, not the total dollar amount discounted.
See more information on limiting discounts with the Limiting Discounts on Products help file.
Allow Deposit indicates whether or not you'll allow the customer to pay just a deposit at registration with the balance due later.
Deposit Amount is the amount of the allowed deposit, if any.
Example:  Your product has a price of $15.00 and you have an option assigned that costs another $4.50. If the customer chooses to purchase the option, the total due will be $19.50 assuming no tax or shipping. You allow the customer to pay a $5.00 deposit at checkout instead of the full price. If you check Is Option In Deposit, the customer will only pay the $5.00 deposit. If you don't select Is Option In Deposit, then Event Manager will force the immediate payment of all options at checkout making the price the customer pays at checkout to be $5 for the deposit + $4.50 for the option with a balance due later on of $10.
Ignore Option Prices includes any product options purchased with the product in the deposit amount. When un-checked Product Options must be paid for in addition to the deposit amount.
Ignore Discounts and Fees sets the product to not use any discounts or fees when the customer selects the deposit option.

Taxable - This checkbox indicates the event or product is taxable. To collect sales tax on this product, simply check the box marked Is Taxable.
By default, tax rates are based upon the nexus of your organization. They are calculated automatically. For more questions about how this works please contact your sales representative or customer service at
If you prefer to set a manual tax rate per product, go to Settings > Configuration (near the top right) and search for "fixed tax". Find the configuration item titled "Set a fixed tax rate per product" and turn it On, then save. You will then be given an additional checkbox below the Taxable box (once Taxable is checked) to "Use Fixed Rate Tax" and a textbox to set the rate for the given product.

Enable Recurring Billing allows you to setup Recurring Billing on this product. See Recurring Billing for more information.


Enable Shipping determines whether or not the product is shipped.
Charge For Shipping allows you to use select the method of shipping charge,

  • Ship First (item) / Ship Additional (items) - used for simple flat charges.
  • Carrier Pricing With Markup.

Let’s look at Ship First / Ship Additional.

Below we can see that Is Shipped and Shipping Charge have been selected. These two selections together open the next box,Shipping Option.


If your company has a flat shipping charge for the first item, whether or that charge differs on additional items, choose Ship First / Ship Additional from the drop down menu and enter the dollar amounts you wish to charge in the boxes below.


Now let’s look at the Carrier Pricing with Markup model. (Please note that a shipping account and profile must be set up before this method can be used. For instructions about this, see Shipping Management.)

Select Carrier Pricing w/Markup and then your pre-built profile. Fill in the methods by which you are willing to ship your product. When the customer purchases a product with shipping configured in this way, the system makes checks the shipping account and returns rates for all of the methods you have specified that the product can be shipped. In the creation of the profile you have the ability to “markup” the shipping price that is presented to your customer. Further details are available in the shipping management help.

Insured Value allows certain Carriers to include shipping insurance in their shipping rate.
Insurance Amount to Charge allows you to manually set an insurance amount as part of the shipping cost.

Manufacturer Country and Description are necessary for international shipping. If blank, Country is your databases default country and description is the Product Title.

Deny ship to account address days from start allows you to set a number of days before event start date that the customer can no longer ship the item to themselves. (Instead, they could use pickup locations if added to the product.)

Next Product in Series

Below the shipping section you will find the Next Product in Series section. See Next Product in Series for more information.

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