Shop and Payments
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      Assignments

      This article provides information on managing members assigned to a product(s) in Shop and payments.

      Quick links:

      Overview Filter assignments
      Assign members Remove an assignment
      Filter to view non-assigned members Related articles
      Requesting payment Contact Support

      Overview

      Product assignments are used to identify members that are required to purchase a product and track the status of payments collected from members.

      There are two ways that product assignments can be created:

      1. A Webmaster with full access to Shop and payments can assign the member to the product indicating the member is required to buy the product.
      2. The member's assignment can be created automatically when they buy the product.

      Products that members have been assigned to show at the top of the Shop area on the club's website and on the Pitchero Club app, making it easier for members to buy the products that they need to.

      Assign members

      Product assignments can be created by Webmasters with full access to the Shop and payments section in the club admin dashboard.

      Step-by-step guide:

      • Go to your club admin dashboard
      • Click 'Shop and payments' from the left-hand menu
      • Click 'Products' from the sub-menu
      • Click on the product name
      • Click 'Assign members'
      • Select the members you wish to assign using the filter tools if needed
        • The filters include roles, teams, groups, and non-assigned members
        • For more information on filtering by non-assigned members, please see the section below
      • Click 'Create X assignment(s)'

      A payment request prompt will be sent automatically to the member(s) assigned if the product is set to:

      • 'All members can purchase' or 
      • 'Only assigned members can purchase'

      If the product is set to 'Unavailable to purchase' members will not see the product or the assignment, or receive a payment request prompt.

      If you wish to stop the payment request prompt from being sent automatically, untick the 'Send payment requests to selected members and their parents' as you assign the members.

      Filter to view non-assigned members

      Some members may be required to buy the product but not yet have an assignment (e.g. if they have joined the club at a later date).

      Using the filter tools, you can see which members don't have an existing assignment for the product and assign them to pay.

      Step-by-step guide:

      • Go to your club admin dashboard
      • Click 'Shop and payments' from the left-hand menu
      • Click 'Products' from the sub-menu
      • Click on the product name
      • Click 'Assign members'
      • In the side-bar on the right-hand side of the page, tick 'Filter to only non-assigned members'
      • Select the members you wish to assign using the filter tools if needed
      • Click 'Create X assignment(s)'

      A payment request prompt will be sent automatically to the member(s) assigned if the product is set to:

      • 'All members can purchase' or 
      • 'Only assigned members can purchase'

      If the product is set to 'Unavailable to purchase' members will not see the product or the assignment, or receive a payment request prompt.

      If you wish to stop the payment request prompt from being sent automatically, untick the 'Send payment requests to selected members and their parents' as you assign the members.

      Requesting payment

      Step-by-step guide:

      • Go to your club admin dashboard
      • Click 'Shop and payments' from the left-hand menu
      • Click 'Products' from the sub-menu
      • Click on the product name
      • Click 'Request payments'
      • Click 'Send'

      You can request payment from members with an assignment status of not paid at any time in the club admin dashboard.

      Members can receive the payment request prompt as a push notification in the Pitchero Club app and/or email.

      Filter assignments

      Step-by-step guide:

      • Go to your club admin dashboard
      • Click 'Shop and payments' from the left-hand menu
      • Click 'Products' from the sub-menu
      • Click on the product name
      • Click the filter funnel icon
      •  Select a filter type:
        • The filters include assignment status, product variant, roles, and teams
      • Click 'Apply filters'

      The Assignments page will reload the results with the filter(s) you have applied.

      Top tip:

      If you click on an individual assignment, when you go back to the product assignments page in your browser, the filter will remain applied.

      Remove an assignment

      Step-by-step guide:

      • Go to your club admin dashboard
      • Click 'Shop and payments' from the left-hand menu
      • Click 'Products' from the sub-menu
      • Click on the product name
      • Locate the member's assignment and click the options icon (this shows as 3 vertical dots on the right-hand side of the assignment on the page)
      • Click 'Remove assignment'

      Please Note:

      Assignments are created where the payment is required from the member. You can unassign a member from a product on an individual basis.

      If the member has purchased the product but has not completed the assignment, there is no option to remove the assignment.

      Related articles

      Thanks for taking a look at this article, we hope that you found it useful.

      You may also find these related articles useful too:

      Contact Support

      If you have any questions regarding assignments, you can contact our dedicated support team via the form below.

      When contacting support, it's important that you provide as much relevant information (including steps taken, links and screenshots to relevant pages) so we can help to resolve the query as quickly as possible for you.