Knowledge Base

Manage Product Items


Frequently Asked Questions

#1 How to Add a New Product?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. Click Add Product button
    1. If the new product is for a Member Due:
      • A member group must be created in the Contacts Module / Manage Group area
      • A Dues Category must be created in the Dues Management / Dues Categories
      • Then return to the Add Product screen and complete the on-screen fields:
        • Product Category, select Dues
        • Dues Category, select the corresponding Dues Category from the dropdown list
    2. For other products
      • Complete the on-screen fields and ensure to select the appropriate Product Category
  5. Click Add Product button to save
  6. Next, add the product to the store front form, click Stores in the horizontal menu
  7. Click on the store name
  8. Click Settings
  9. Click Registration Setup
  10. Select Registration Fields
  11. Click Add New Field
  12. Select the field type
  13. Set the attributes on the field
  14. Click Add Field Options
  15. In Store Product field, select from the drop down list the newly added product
  16. Scroll down and Click Update Option

#2 How to Edit information on a Product item?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. Update the field attributes on the Product
  6. Click Update Product to save changes

#3 How to Edit a Product Label?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. Update the Product Label
  6. Click Update Product to save changes

#4 How to Edit a Product Price?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. Update the Default Price
  6. Click Update Product

#5 How to Remove a Product?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. Update the Archive Product field to Yes
  6. Click Update Product

#6 How to add an accounting code to a product item?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Product Management icon
  4. In the grid, locate and click on the row the product appears on to edit
  5. In the External Product code field, enter your organization's accounting code
  6. Click Update Product to save changes

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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