Fund-a-Need Items
Add Fund-a-Need items to create your catalog. In the Fund-a-Need Items tab you'll see a list of all of the items that have been entered.
1. Name. The name of the item. Click the name to open the details to edit.
2. Categories. Filter the table by category.
3. Add Item. Click the Add Items button to open the drop down menu. You have the option to add items individually or import a list of items. (See Import Fund a Need Items for more detailed instructions.)
When you choose Add Item from the "Add Item" drop down menu, the form will look like the following image.
Basic Information
a. View Item. Click View Item in Fund-a-Need button to view the item in the catalog. Frontend view, what user's see.
b. Delete Item. You can only delete an item if no orders have been place for that item.
c. Name. Give the item a brief name so people will know what it is.
d. Description. Provide a more detailed description of the item.
e. Category. Choose a category from the list you created in Categories or click the link to create a new category.
f. Item Condition. Choose the items condition, new, used, or antique.
g. Active / Inactive. Check if the item is active, meaning it should be shown in the catalog. Inactive means that you can see it in the backend but others cannot see it in the frontend.
h. Featured Item. Check featured item if you want the item to be featured on the landing page. It's a good idea to limit the number of items listed to only a few favorites. You can change which items are featured at any time.
Setup and Pricing
i. Price. What will be the donation price for (1) of these fund-a-need items?
j. Tax Deductible Amount. Is any of this fund-a-need purchase tax deductible? If so, add this information so we can include it in their checkout cart and in their payment receipt email.
NEW FEATURE: Want participants to know who else has donated to a fund-a-need item? Choose show the purchasers.
k. Initial Quantity. Entering your starting balance or inventory. In the case of a Fund-a-Need item, you may only have a certain number of something available, so that would be your inventory. If there is no limit to how many you'd like to see, then simply choose a quantity that you could reasonably sell to donors. You can change these quantities when necessary.
TIP: Enter a realistic quantity. How many do you hope to sell? Entering a high quantity like 10,000 when you will realistically sell 100, will make the estimated value of your flight's items extremely high. This could make it difficult to set and evaluate your flight's goals and expectations.
Donor
m. Lookup / Change User. Each item must have a CausePilot account holder associated with it. Lookup button allows you to choose the user or create a new one. Change User to edit the donor/user. (See Lookup User for more detailed instructions.)
TIP: Often Fund-a-Need items do not really have a donor. They can be more of a wish list or equipment or supplies list. Set up a generic CausePilot user account for your organization to assign these items to.
n. Company. If there is a company associated with this item, and you want the donor to be listed as a company name, with a link to the company's website, choose the company from the drop-down list. If the company is not yet in the system, click the "New Company" link to add a company.
o. Anonymous. It's best to always know who your donors are, but they don't always want to be acknowledged in the auction catalog. When this is the case, check "Do not show donor in catalog" and the donor will not be listed.
p. Send Donation Receipt. If there is a donor that you'd like to send an email receipt to, check the box and we will send them a donation receipt upon saving. Leave unchecked to not send the email or save to send later.
q. Update Item + Continue. Choose Update Item when you want to save the item and return to the Fund a Need items table. Choose Update Item + Continue when you want to save the item and remain on the page to add an image or continue editing.
IMPORTANT: You must first save an item before you can add image(s).
Images
r. Upload Image(s). Click the Upload Image button to choose (1) or more images from your computer. Each image should be no larger than 2MB. (See Upload Images for more detailed instructions.)
IMAGE TIPS: When taking pictures with your phone
1) Hold the phone correctly. Make sure you are holding your phone correctly so the image will not be sideways or upside down. This will save you from the need to edit the image. If you aren't sure which is up and down on your phone (it may seem obvious but it rarely is), search the net for instructions.
2) Save as smaller file. When saving an image after taking it, you generally send it to yourself or upload it to your computer. When you do this, do not choose actual size or large file sizes. The small file size will help to minimize the overall size of the file and, because it will be viewed on a computer or mobile phone, the dimensions will be big enough and the quality will be good.