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catalog/listings
Set up a listing for a service a partner provides and charges for, such as an airport transfer paid to the driver. Customers add it at zero price in the same cart as what they buy from you, and the order tells the partner where and when. Fulfilment explains why a listing with no stock rule never runs out.

Prerequisites

Required permissions:
  • Create and edit listings to create, price and publish the listing (catalog:listing, catalog:listing_price). Every built-in role holds it.
  • Manage rules and requirements to add the checkout fields (catalog:listing_checkout_requirements:create). Manager, Admin and Owner hold it.
See Users & Roles.
Have ready before you start:
  • The partner’s fares, to quote in the description.
  • The pickup points the partner serves, such as the airport and the ferry terminal.
  • What the partner needs to know, such as the flight or ferry and the arrival time.

The walkthrough

1

Create the listing

Select Catalog in the left sidebar and click Create Listing at the top right. In the Create listing list that opens in the middle of the screen, choose Manual entry. The new listing opens on its General tab, with Status at Draft.
The Create listing list open in the middle of the Listings page, with Create Listing and Manual entry highlighted
2

Name the service and say who is paid

Enter the name customers see in Title, such as Airport transfer. In Description, say who the customer pays, such as the driver, and quote their fares. Click Save changes in the bar at the top.
The new listing's General tab with Title and Description filled in and Save changes highlighted in the bar at the top
3

Switch on Purchase price

Click Pricing in the tab row. On the Default price table, switch on Purchase price with the switch at the right end of its row. A Price field appears under it.
The Pricing tab with the Purchase price switch on at the right end of its row, and Price and Compare at price under it
4

Set the price to zero

Enter 0 in Price, even though the field already shows it. The price is stored only once you type it. Click Save changes in the bar at the top.
The Price field with 0 typed in, and Save changes highlighted in the bar at the top
5

Open Add fields

Click Checkout settings in the tab row, then Add fields at the top right of the Checkout fields card. The Add field panel opens on the right with a Type list.
The Checkout settings tab with the empty Checkout fields card and its Add fields button highlighted
6

Add the pickup point

Choose Select field in Type and enter Pickup point in Field name. Click Add option once for each pickup point, and type its name in the row that appears.
The Add field panel with Type at Select field, Pickup point in Field name and two options, with Add option highlighted
7

Make it required and save

Tick Required and click Save at the bottom of the panel. The panel closes, and the Checkout fields table lists the field.
The Add field panel with Required ticked and Save highlighted at the bottom of the panel
8

Add the travel details

Click Add fields again and choose Text field in Type. Enter what the partner needs in Field name, such as Flight or ferry and arrival time. Tick Required and click Save.
The Add field panel with Type at Text field, the travel details in Field name, Required ticked and Save highlighted
9

Publish it

Click General in the tab row. Open Status on the right and choose Public, then click Save changes in the bar at the top.
The Status card on the General tab with its list open, offering Public and Draft, Public highlighted

How do I know it worked?

  • The listing is Public, with Purchase price on and Price at 0 on its Pricing tab.
  • Its Fulfilment tab has no stock rule. The Stock items card reads “No stock items reserved or deducted when the listing is purchased”, so the service never sells out.
  • Checkout asks for the pickup point and the travel details when a customer orders the service.
  • The service line on the order reads Paid from the start, since nothing is owed on it, and the customer’s answers show under it on the Summary tab.
  • Filtering Orders on Listings for the service lists every order that holds it, which is the partner’s list.

Troubleshooting / common pitfalls

Purchase price is on, but no price was saved. Type 0 in Price and click Save changes. See Listing pricing.
The listing has a stock rule on its Fulfilment tab. Delete it, so nothing is reserved or deducted. See Fulfilment.
Status is still Draft, or the listing is not offered at the store’s location. Check Store locations on its Publishing tab. See Create and publish a listing.

Fulfilment

Stock rules, and why a listing with none is available without limit.

Checkout Settings

Every checkout field type, and where the answers land.

Create a sales listing

A listing customers buy outright, with stock that is deducted.

Save a daily view

Save a filtered Orders table as a view with its own tab.