The article provides guidance on setting up and managing a school shop within Arbor, allowing for the sale of items like uniforms and tickets through the Parent Portal and App. It covers permissions, setup steps, and how to manage payments and inventory effectively. The School Shop feature is part of the Perform package, and instructions for transitioning from other payment systems are included.
We have a specialised area of Arbor to manage payments and purchases for your school shop, including tickets, tuck shop purchases or uniforms. With this feature, you can:
- Manage different available items with different prices.
- Allow parents to select items to purchase through the Parent Portal and Parent App.
- Reconcile payments made, and items ordered and tick them off once issued.
Before setting up the School Shop, please be aware that School Shop items can only be paid for via card transaction. Payments via cash, cheque, or bank transfer are not possible.
School Shop is included in our newest Perform package. All other Arbor packages won’t have this feature by default. Want to upgrade or find out what package you're on? Just get in contact with our Partnership Team by emailing customersales@arbor-education.com.
Top Tip: Make sure you have set up Card Payments on your site to allow payments via card.
Permissions
- Finance: Administer - Set up School Shop items, log payments and refunds and mark items as issued/not issued.
- Finance: View - View products and purchases, but not edit any information.
- School Shop: Administer - View products and purchases and mark items as issued/not issued. Please note that this permission is not included in any Business Roles by default, but can be added ad-hoc to people using the link below.
If you don't have the permission, you'll need to ask your admin team to give you permission using these instructions.
How long will it take?
- Switch off your previous setup - 2 minutes
- Set up your account - 5 minutes
- Add school shop products and prices - 10 minutes per product
Switching over from Clubs or Customer Account Types
To switch over, first decide when to switch. We recommend switching over during a break in the school year such as a half term or holiday - you might want to send your parents an email or in-app message to let them know about the change on Arbor.
We currently use Customer Account Types
If you've been using a Customer Account Type top-up account to manage payments and invoices for items, go to School > Payments > Setup > Customer Account Types.
Select the account and click Edit in the slide over.
Change this account so parents can no longer see it in the parent portal and can no longer be topped up via card, so it can no longer be topped up.
We currently use Clubs
If you've set up in Clubs, go to School > Activities > Clubs and select the club.
Click into the membership periods and prices and click Edit in the slide over.
Delete the information in the Guardian Portal Signup section, then click Save Changes.
This means it will no longer show on Parent Portal or the Parent App so parents cannot make new purchases. Any parents who have already made purchases will still be able to see the purchase.
Setting up your School Shop
Follow the instructions below to set up an item in your school shop. You can have multiple items linked to the same School Shop account, or create multiple accounts for pay out to different providers.
Step 1 - Create the Customer Account Type
Follow these instructions to create your new Customer Account Type: Setting up a new payment Customer Account Type
Please note that School Shop will not work if you have changed an old Ad hoc account category to be a School Shop type - it must be a brand new account.
- Make sure you select the Category of School Shop. This means that parents can't top up the account, but they will be able to purchase the items.
- Selecting to Show in parent portal will display the account so parents can purchase items.
- Do not tick the Auto create boxes.
Step 2 - Add School Shop products
Go to School > Payments > School Shop > School Shop Products and you'll see your currently active (purchasable) and inactive items for purchase. Click +Add to add a new item.
Add the details into the slide over:
- Choose the item to be purchased, and add an extra description if required (this will also show for parents).
- Select which students are able to purchase this item - for a custom set of students you can use a Custom Group.
- Add a maximum number of the items that are available, or leave this blank to have unlimited. Once all items have been sold, they can no longer be purchased.
- Add a maximum number of the items available per student, or leave this blank to have unlimited. Once all items have been sold, they can no longer be purchased via the Parent Portal and Parent App, but you can purchase on their behalf manually.
Use the Parent Portal Availability section to choose when this item is purchasable through the Parent Portal and Parent App. Leave these times and dates blank to manage purchases manually, and not show these on the Parent Portal and Parent App.
You'll then be taken to the product overview page, where you can click any thing with an arrow > to amend the details.
Click into the Product Picture field to add an image. This will show in the parent Portal and Parent App so parents can see what they are purchasing.
The Accounting Details section allows you to link each School Shop product to a Customer Account Type, to allow products to be grouped together for reporting and reconciliation purposes.
If you can't select an account, you'll need to go back to Step 1 and set this up.
Step 3 - Add item prices
The Product Prices section allows you to set different prices for different students or groups of students. Click +Add to add a new price.
Top Tip: The minimum price for items in the School Shop is £1.
The price for students will be the lowest price set for them. So in the example below, a Pupil Premium student would pay nothing.
Viewing and logging purchases
Please note that it is not possible to pay by converting Behaviour Points, or to pay in instalments - see our guidance on this here: Are we able to set up monthly or timed payment instalments?
- You can see how to log purchases manually here: Manually purchasing School Shop items and marking items as issued
- You can see how guardians can purchase items here: Purchasing School Shop items on the Parent Portal or Parent App
School staff or parents can only put through a purchase if the number of items they are trying to purchase is the same as or less than the number of items left. For example, if there are 2 ties left, a parent trying to purchase 3 they'll get a note, and must change it to this number or below e.g. "The maximum value for this field is 2".
If no items are available, the +Add button will disappear, and parents won't be able to pay through the Parent Portal or Parent App.
Please note that the drop-down on the Parent App will only let them select a maximum of 9 items. To purchase more, they will need to process the transaction again.
What's next?
You can see how to report on purchases here: Reconciling and reporting on School Shop purchases
You can see all our FAQs here: School Shop
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