Adding New Package

🔒Internal Use Only

Overview

This runbook provides step-by-step instructions for creating a new product package in the Intercard system. The process involves three main stages:

Product Creation - Creating the product definition in Product Definitions/Inventory
Location Assignment - Applying the product to a specific location
Button Configuration - Creating and assigning a button in iCashier for the product

When to Use This Runbook:

Creating a new standard card product
Creating a new redemption product
Adding a new product package to an existing location
Setting up a new product button in iCashier

Expected Outcome: After completing this runbook, you will have:

A new product created in Product Definitions
The product assigned to the target location
A functional button in iCashier that allows cashiers to sell/activate the product

Prerequisites

Before starting, ensure you have:

✅ Administrative access to Intercard system
✅ Access to Product Definitions/Inventory
✅ Access to Location Table
✅ Access to iCashier with Admin privileges
✅ Product details ready (description, price, cash balance, bonus balance)
✅ Target location identified
✅ Understanding of product categories (Standard Card, Redemption, etc.)

Step-by-Step Guide

Step 1: Create a Product in Product Definitions

This step creates the product definition that will be used across the system. Products can be standard card products, redemption products, or other types depending on your needs.

Accessing Product Definitions:

Go to File → Open Product Definitions/Inventory
The category tabs where the products will be created are listed across the top

Creating a Standard Card Product:

Select Standard Card Products
- Navigate to Standard Card Products tab
- Click the Add icon (++ or use Ctrl+C on the keyboard) to create a new line
Temporary Line Indicator
The new line will have an * next to it until it is made permanent after all the steps below have been followed.
Fill in Product Details
- Description - Enter the description of the new product
- Suggested Price - Enter the price that will be charged to the customer
- Cash Balance - Enter the amount that will be loaded to the card
- Cash Bonus Balance - Enter the bonus amount to give (optional)
Additional Columns
The rest of the columns wouldn't apply if just making a standard card unless it is assigned Block Access Profile permissions or a Membership/Promo.
Save the Product
- When the newly added item is completed, click on the line above it to get the * to disappear
- Select the Save icon to save the changes
- Select the Refresh icon to refresh the screen
- The new product will now be visible as a permanent product
Select Standard Card Products
- Navigate to Standard Card Products
- Click the Add icon (++ or use Ctrl+C on the keyboard) to create a new line
Temporary Line Indicator
The new line will have an * next to it until it is made permanent after all the steps below have been followed.
Fill in Product Details
- Description - Enter the description of the new product
- Suggested Price - Enter the price that will be charged to the customer
- Cash Balance - Enter the amount that will be loaded to the card
- Cash Bonus Balance - Enter the bonus amount to give (optional)
Additional Columns
The rest of the columns wouldn't apply if just making a standard card unless it is assigned Block Access Profile permissions or a Membership/Promo.
Save the Product
- When the newly added item is completed, click on the line above it to get the * to disappear
- Select the Save icon to save the changes
- Select the Refresh icon to refresh the screen
- The new product will now be visible as a permanent product

Step 2: Apply Product to a Location

After creating a product in Product Definitions, you need to apply it to a location so it can be used at that location. This makes the product available for sale at the specified location.

Open Location Table
- Go to File → Open Location Table (or press Alt+F2)
- The Location Table will load
- All locations will be listed on the left
Select and Open Location
- Select the triangle on the left to open the location
- View the information about the location
- Click on the specific category button (such as Standard Cards, Event Package, Redemption, etc.) based on what product type you created previously
Drag Product to Category
- Grab the newly created product with the cursor
- Drag it across the screen to the left and lay it on top of the category to add it
- For example, if it is a Standard Card product, drag it and lay it on Standard Card
- It will now appear in the Standard Card category
Handle Tax Category (if applicable)
- If there was a Tax Category assigned, an option will automatically pop up for it
- Select the tax category and click Okay
Save and Refresh
- Select the Save icon
- Then select the Refresh icon
- View the newly created item on the left in the category it was created

Step 3: Assign Product to a Button in iCashier

After applying the product to a location, you need to create a button in iCashier and assign the product to the button. This allows cashiers to easily access and sell the product from the iCashier interface.

Open iCashier
- Open iCashier and log in to the iCashier station
Access Menus
- Go to Functions → Admin → Menus
- Within the menus, there should already be a menu created
Creating a New Menu
If there isn't one, click the New Menu icon to create one and give it a new name.
Open Menu Editor
- Double-click on the menu item to open the Menu Editor
Select a Blank Button
- Select one of the Blank buttons
- It will change to Not Assigned
Assign Product to Button
- Choose the category the product was located under from the tabs on the right
- Locate the product in the list
- Drag it to the button
- That will create the button
Edit Button Properties (Optional)
- Right-click on the button and click on Properties to edit it further
- Configure settings in the Button Properties menu:
  - Background features
  - Font
  - Color
  - Remote printer text
  - Days button will show on iCashier
  - etc.
- Select Okay once everything has been set up
Save Changes
- Select the Save icon in the Menus screen to ensure the changes have been saved
- Close out of the Menus and the Admin screen
Restart iCashier
- Select Exit App and close out of the iCashier program
- Restart iCashier to apply the changes to the menu
- Log in
- The new button(s) will appear in the top right-hand side of the screen

Verification

After completing all steps, verify the setup:

Checklist

✅ Product appears in Product Definitions/Inventory
✅ Product is assigned to the target location
✅ Product appears in the correct category at the location
✅ Button appears in iCashier menu
✅ Button is functional and displays correctly
✅ Product can be sold/activated through the button

Testing Steps

Verify Product in Location
- Open Location Table
- Navigate to the assigned location
- Confirm the product appears in the appropriate category
Test Button in iCashier
- Log in to iCashier
- Navigate to the menu where the button was created
- Verify the button appears in the top right-hand side of the screen
- Test clicking the button to ensure it functions correctly
Test Product Sale/Activation
- Process a test transaction using the new button
- Verify the product activates correctly
- Confirm the transaction appears in the system

Troubleshooting

Common Issues

Issue	Solution
Product doesn't appear in location	Verify product was dragged to correct category, check Save and Refresh were completed
Button doesn't appear in iCashier	Ensure iCashier was restarted after saving menu changes, verify menu assignment
Tax category popup doesn't appear	Check if tax category was assigned in product definition
Button shows as "Not Assigned"	Verify product was dragged to button correctly, check product is in location

Intercard User Manual - Intercard system overview
Intercard Game Settings User Manual - Game settings guide
Card Reader Transaction Server Error - Troubleshooting guide

Questions?

For questions about adding new packages in Intercard:

Contact your Technical Team Lead
Reach out to the Head of Software Department
Check Intercard documentation
Review system configuration guides

Need help? Don't hesitate to reach out! 🚀

Overview​

Prerequisites​

Step-by-Step Guide​

Step 1: Create a Product in Product Definitions​

Step 2: Apply Product to a Location​

Step 3: Assign Product to a Button in iCashier​

Verification​

Checklist​

Testing Steps​

Troubleshooting​

Common Issues​

Related Resources​

Questions?​