> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pilotflows.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Shop

> Create an online shop to sell products and services to members and the public

# Shop

The Shop module allows you to create an online storefront for your organization. Sell products, services, memberships, or merchandise directly through PilotFlows with support for public and member-only products.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-shop-page.png" alt="Organization shop page showing products for sale" />
</Frame>

## Overview

The Shop feature enables you to sell items directly through your organization's website. Products can be visible to the public or restricted to members only. Customers can browse, add items to cart, and complete purchases seamlessly.

## Key Features

<CardGroup cols={2}>
  <Card title="Product Catalog" icon="package">
    Create and manage a catalog of products and services with descriptions, images, pricing, and categories.
  </Card>

  <Card title="Public & Member Products" icon="users">
    Set product visibility - make items available to everyone or restrict to logged-in members only.
  </Card>

  <Card title="Shopping Cart" icon="shopping-cart">
    Full shopping cart functionality with quantity management, cart persistence, and easy checkout.
  </Card>

  <Card title="Checkout Process" icon="credit-card">
    Streamlined checkout with order confirmation, payment processing, and order management.
  </Card>

  <Card title="Product Categories" icon="tags">
    Organize products into categories for easy browsing. Support for main categories and subcategories.
  </Card>

  <Card title="Tax & Pricing" icon="calculator">
    Automatic tax calculation based on configured tax rates. Support for multiple currencies and VAT.
  </Card>
</CardGroup>

## Getting Started

<Steps>
  <Step title="Access Shop">
    Navigate to **Organization** → **Shop** from your dashboard sidebar, or access the public shop URL.
  </Step>

  <Step title="Configure Shop Settings">
    Set up your shop:

    1. Go to **Settings** → **Accounting** (for tax and currency)
    2. Configure currency
    3. Set up tax rates
    4. Configure payment methods

    <Note>
      Shop uses your accounting settings for currency and tax configuration. Ensure these are set up first.
    </Note>
  </Step>

  <Step title="Create Products">
    Add products to your catalog:

    1. Go to **Accounting** → **Products**
    2. Click **New Product**
    3. Fill in product details
    4. Set visibility (public or members only)
    5. Save product

    <Tip>
      Products created in Accounting automatically appear in your shop (if visibility allows).
    </Tip>
  </Step>

  <Step title="Publish Shop">
    Your shop is automatically available once products are added. Share the shop URL with customers.
  </Step>
</Steps>

## Product Management

### Creating Products

Products are managed in the Accounting module but appear in your shop:

<Steps>
  <Step title="Create Product">
    Go to **Accounting** → **Products** → **New Product**.
  </Step>

  <Step title="Enter Product Details">
    Fill in product information:

    * **Name** - Product name
    * **Description** - Detailed description
    * **SKU** - Stock keeping unit (optional)
    * **Price** - Unit price
    * **Tax Rate** - VAT or sales tax rate
    * **Category** - Product category
    * **Main Category** - Primary category (Aircraft, Skydiving, Bar, etc.)
    * **Unit** - Unit of measure (item, hour, etc.)
    * **Image** - Product image

    <Frame caption="Product creation form">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-create-product.png" alt="Form for creating a shop product" />
    </Frame>
  </Step>

  <Step title="Set Visibility">
    Choose who can see this product:

    * **Public** - Visible to everyone, including non-members
    * **Members** - Only visible to logged-in members
    * **Private** - Not shown in shop (for internal use only)

    <Info>
      Public products help attract new customers. Member-only products can offer special pricing or exclusive items.
    </Info>
  </Step>

  <Step title="Set Active Status">
    Toggle product active/inactive:

    * **Active** - Product appears in shop
    * **Inactive** - Product hidden from shop (but not deleted)

    Use inactive status to temporarily remove products without deleting them.
  </Step>

  <Step title="Save Product">
    Save the product. It will appear in your shop immediately (if active and visibility allows).
  </Step>
</Steps>

### Product Categories

Organize products with categories:

* **Aircraft** - Aircraft-related products and services
* **Skydiving** - Skydiving gear and services
* **School** - Training and educational products
* **Bar** - Food and beverage items
* **Miscellaneous** - Other products

<Frame caption="Shop categories">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-shop-categories.png" alt="Shop page showing product categories" />
</Frame>

## Shopping Experience

### Browsing Products

Customers can browse your shop:

<Steps>
  <Step title="View Shop">
    Access the shop via the public URL or from the organization dashboard.
  </Step>

  <Step title="Browse Categories">
    Click category buttons to filter products by type. Use "All" to see everything.
  </Step>

  <Step title="Search Products">
    Use the search bar to find products by:

    * Product name
    * Description
    * SKU
    * Category
  </Step>

  <Step title="View Product Details">
    Click on a product to see:

    * Full description
    * Price (with tax information)
    * Product image
    * Category
    * Add to cart button
  </Step>
</Steps>

### Shopping Cart

<Steps>
  <Step title="Add to Cart">
    Click **Add to Cart** on any product. The item is added to your cart and the cart opens.
  </Step>

  <Step title="Manage Cart">
    In the cart sidebar:

    * View all items
    * Adjust quantities (+/- buttons)
    * Remove items
    * See subtotal, tax, and total

    <Frame caption="Shopping cart">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-shopping-cart.png" alt="Shopping cart showing items and totals" />
    </Frame>
  </Step>

  <Step title="Cart Persistence">
    Your cart is saved:

    * Persists between sessions (for logged-in users)
    * Separate carts for logged-in vs. public users
    * Cart saved in browser storage

    <Tip>
      Logged-in members and public visitors have separate carts. Logging in won't merge carts.
    </Tip>
  </Step>

  <Step title="Proceed to Checkout">
    Click **Proceed to Checkout** when ready to complete your purchase.
  </Step>
</Steps>

## Checkout Process

### Checkout Steps

<Steps>
  <Step title="Review Order">
    On the checkout page, review:

    * All items in your order
    * Quantities
    * Prices
    * Tax breakdown
    * Total amount

    <Frame caption="Checkout page">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-checkout.png" alt="Checkout page showing order review" />
    </Frame>
  </Step>

  <Step title="Enter Information">
    Provide required information:

    * Contact details (if not logged in)
    * Billing address
    * Shipping address (if applicable)
    * Special instructions
  </Step>

  <Step title="Select Payment Method">
    Choose how to pay:

    * Online payment (if configured)
    * Bank transfer
    * Cash on pickup
    * Other methods (as configured)
  </Step>

  <Step title="Complete Order">
    Review everything one more time, then click **Place Order**.
  </Step>

  <Step title="Order Confirmation">
    Receive order confirmation:

    * Order number
    * Order summary
    * Payment instructions (if applicable)
    * Next steps

    <Check>
      Orders are automatically created in your accounting system as invoices or orders.
    </Check>
  </Step>
</Steps>

### Order Management

After checkout, orders are managed in the Accounting module:

* View all orders
* Track order status
* Process payments
* Fulfill orders
* Send updates to customers

## Product Visibility

### Public Products

Products set to "public" visibility:

* Visible to everyone
* No login required to view
* Can be added to cart by anyone
* Great for attracting new customers
* Checkout may require account creation

### Member-Only Products

Products set to "members" visibility:

* Only visible when logged in
* Requires member account
* Can offer special member pricing
* Exclusive products or services
* Better for member retention

<Warning>
  Member-only products won't appear for public visitors. Make sure important products are set to public if you want everyone to see them.
</Warning>

## Pricing and Taxes

### Price Display

Prices are shown:

* Base price
* Tax rate (if applicable)
* Total price including tax
* Per unit (if unit specified)

Example: "€100.00 + 21% VAT" or "€121.00 per hour"

### Tax Calculation

Tax is calculated automatically:

* Based on product tax rate
* Applied to each line item
* Shown separately in cart
* Included in total

<Info>
  Tax rates are configured in Accounting settings. Each product can have its own tax rate.
</Info>

### Currency

Shop uses your organization's currency:

* Set in Accounting settings
* All prices in that currency
* Currency symbol displayed
* Consistent across all products

## Shop Customization

### Organization Branding

Your shop uses your organization's branding:

* Organization logo (if set)
* Organization name
* Brand colors (if configured)
* Consistent with your brand

<Frame caption="Shop with branding">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-shop-branded.png" alt="Shop page showing organization branding" />
</Frame>

### Shop URL

Your shop has a public URL:

* Format: `/dashboard/[orgId]/organization/shop`
* Can be shared publicly
* Works for both members and non-members
* Bookmark for easy access

## Best Practices

<Steps>
  <Step title="Use Clear Product Names">
    Name products clearly and descriptively. Customers should understand what they're buying from the name alone.
  </Step>

  <Step title="Add Product Images">
    Include high-quality product images. Visuals help customers make purchasing decisions.
  </Step>

  <Step title="Write Detailed Descriptions">
    Provide comprehensive product descriptions. Include specifications, usage, and any important details.
  </Step>

  <Step title="Set Appropriate Visibility">
    Use public visibility for items you want to sell to everyone. Use member-only for exclusive or special items.
  </Step>

  <Step title="Organize with Categories">
    Use categories to help customers find products. Don't put everything in "Miscellaneous."
  </Step>

  <Step title="Keep Prices Updated">
    Regularly review and update prices. Ensure tax rates are correct for your location.
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Products not showing in shop">
    * Check product is set to "Active"
    * Verify visibility is "Public" or "Members" (not "Private")
    * Ensure you're viewing the correct organization's shop
    * Try refreshing the page
    * Check if shop module is enabled
  </Accordion>

  <Accordion title="Cart not saving">
    * Check browser settings allow localStorage
    * Try a different browser
    * Ensure cookies are enabled
    * Clear browser cache and try again
  </Accordion>

  <Accordion title="Tax calculation incorrect">
    * Verify tax rates in Accounting settings
    * Check product tax rate is set correctly
    * Ensure currency matches your location
    * Review tax configuration
  </Accordion>

  <Accordion title="Can't complete checkout">
    * Verify all required fields are filled
    * Check payment method is configured
    * Ensure you have necessary permissions
    * Try logging in if checking out as guest
  </Accordion>
</AccordionGroup>

## Related Documentation

* [Organization Overview](/organization/overview) - Learn about organization features
* [Accounting](/organization/accounting) - Manage products and orders
* [Settings](/organization/settings) - Configure shop and payment settings