Purchase Management Tools
Navigate to the "Purchases" section under "Products" in the dashboard.
View a comprehensive list of all product acquisitions by members.
Filter the list by product type (e.g., "Cappuccino", "Snack Bowl").
Filter by acquisition source (Direct Purchase or Membership Benefit).
Search for specific members by name or email address.
See key details for each entry: member name, product, quantity, used quantity, and status.
Manually adjust the "used" quantity for any purchased item or benefit item.
Use the "Add Purchase" button to manually record a new purchase for a member.
Select the customer, product, quantity, payment method, and status for manual entries.
Access product settings via the "Manage products" link.
Member Purchase Experience
Viewing Available Products & Balances
Members access the "Products" section in their portal.
They see cards for all products currently marked as "Available".
Each card displays the product image, name, description, and price.
Members can see how many units of a product they have available from Membership Benefits.
They can also see how many units are available from Completed Purchases.
Any units from Pending Purchases (awaiting payment) are shown separately.
Purchasing Products
Members click the "Purchase" button on the product card they wish to buy.
A modal opens to configure the purchase details.
They select the desired quantity of the product.
Available payment methods are presented for selection.
Members can enter and apply discount codes if they have one.
A summary shows the original price, discount savings, processing fees, and final total.
Members confirm the purchase, which initiates payment processing (e.g., PayPal or manual).
Important Notes on Purchases
Purchases can originate from direct buying or as part of membership benefits.
The source of each product unit available to a member can be tracked.
Payment status (Pending, Completed, Cancelled) is tracked for each purchase.
Usage tracking allows marking when a purchased item or benefit item is consumed.
Members see their available balance decrease as items are used or consumed.
Manual purchase creation is useful for offline sales or adjustments.