Download a Picklist

Generate a file of catalog items to be shipped

Tim Roberts avatar
Written by Tim Roberts
Updated over a week ago

To download a picklist for fulfillment, please follow these steps:

  • Login to the V2 Admin Portal and navigate to Catalog > Fulfillment > Picklists

  • From the main picklist screen, click the Name of the picklist you need to download

  • On the picklist details screen, you will see the list of individual items toward the bottom of the screen

  • Click the Download Information button to download the picklist

  • The Excel file will provide the fulfillment team with the shipping information. The fulfillment team will update the information listed below and import the file back into V2 to update donor records.

Fulfillment Status should be changed to Shipped once item has been sent
Date Shipped
should be updated to the date the item went out
will be the code created in the V2 Admin Portal (for example: USPS, UPS, FEDEX, etc.) – these codes will be created by your Admin Team
Tracking Info
should be the tracking number provided by the shipper

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