Setup Retail in Union
Retail products can only be sold from the Union Register, can have location specific taxes associated, and do not incur a Union fee. Retail are physical goods that are sold in-person like water bottles. Union can support basic in-studio retail transactions and for more robust sku inventory management we recommend utilizing Shopify.
1. Setting your Tax Rates
If you would like to add sales tax to your products, we recommend setting this up first! Click to learn more about how to setup your tax rates in Union.
2. Create a Revenue Category
If you have not done this already, we recommend creating a Revenue Category for your products. Visit Products > Categories > New Revenue Category to add a new revenue category called Products or Retail. Also see Create Revenue Categories for more information.
3. Add your Retail Products
Now, you'll want to add your retail to Union! Retail products can be added to your org by visiting Products > Retails > Create New Product. *If you have any passes that are being used as products today, please be sure they have been deleted and added in the new Products filter.
Add in the details for your product and be sure to click Collect Tax if taxes need to be applied. Whenever this product selected in the register, it will automatically apply the appropriate taxes. The click Create Product.