This article will show how to create a Purchase requirement, which can be tied to a Dollar Amount or Quantity to items in an existing Simple Store page, Registration Tool, Registration or Dues Add-On. 


Required access:

You will need the Requirements Administrator or Administrator access level.


How to get there:

  • Go to Admin > Member Management
  • Find Requirements Manger


Steps to be taken:

  1. At the bottom of the page, click New Requirement
  2. Enter a name such as Donate to the JL League or Purchase Holiday Market Tickets in Requirement Name
  3. Choose Purchase under the Requirement Type.
  4. Under Purchase Type, you will see two options:
    • Quantity - then the number of items purchased count as the credits 
    • Total Dollar Amount - a credit amount will be required. e.g. “$20” will count as a credit
  5. Under Parent Requirement, select None to make this a standalone requirement. Choose a parent requirement if you would like to nest this under another requirement.
  6. Choose the First Period Span this requirement. This is the first year it will be available to use.
  7. If applicable, choose a Last Period Span for when the requirement should no longer be available. When creating a new requirement span, you can leave this blank.
  8. Add a Requirement Description.
  9. You can also add an Action Link (optional). This is where an Admin will have the ability to redirect a Member to a URL such as the Simple Store page.
  10. Save the Purchase requirement. 

Configuring a Purchase Requirement:

  1. Find the Purchase requirement you just created in the list.
  2. Under the Actions column, click on the settings icon to configure your purchase options.
  3. Click on the '+' or Add button to choose the purchase options linked to this requirement.
  4. Under the Purchase Option dropdown, choose one of the four options: Dues Add-on, Registration Event, Registration Tool or Store page.
  5. Based on your selection, you will be able to select the Name of the page to link to your requirement. 
    • Dues Add-On will display all the add-ons from Dues Listing
    • Registration Event is where you can select a specific paid event
    • Registration Tool is where you can select a registration tool where any paid events on the calendar can be part of your purchase requirement.
    • Store Page will display all the Simple Store or donation pages

  6. Save your option and create as many as needed for this purchase requirement.