Premiums and Fulfillment

instructions to utilize the quid pro quo gift/catalog item feature

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16 articles in this collection
Written by Maggie Vice

Can we offer quid pro quo gifts from Vision2?

quid pro quo gifts for donations
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Written by Maggie Vice
Updated over a week ago

How do I create catalog items?

Create catalog items for use with quid pro quo gifts
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Written by Maggie Vice
Updated over a week ago

How do I add availability dates to an existing catalog item?

Set a date range for catalog item availability
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Written by Maggie Vice
Updated over a week ago

How do I mark a catalog item as no longer available?

Archive a catalog item - great to use for discontinued items
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Written by Maggie Vice
Updated over a week ago

How do I retrieve a catalog item that has been archived?

Unarchive a catalog item to make it available for fulfillment
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Written by Maggie Vice
Updated over a week ago

Can we offer more than one catalog item per donation?

Offer bundled items for a single quid pro quo donation
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Written by Maggie Vice
Updated over a week ago

How do I create shippers for my premium items?

Create the list of shipping providers you will use to deliver catalog items
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Written by Maggie Vice
Updated over a week ago

How do I add inventory to the system?

Add catalog item inventory that is available for shipment
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Written by Maggie Vice
Updated over a week ago

How do I create ask ladders for my premium items?

Create ask ladders that offer catalog items for specified donation amounts
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Written by Maggie Vice
Updated over a week ago

How do I associate my premium ask ladder to my online giving sources?

Add a premium ask ladder to an online giving source (allows shipment of catalog items to online donors)
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Written by Maggie Vice
Updated over a week ago

How do I create offline giving sources for premiums?

Add a premium ask ladder to your offline sources (allows shipment of catalog items for donations entered in the V2 admin portal)
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Written by Maggie Vice
Updated over a week ago

How do I process a premium order with payment using offline gift entry?

Process a catalog order in the admin portal with payment (records cash & check payments, processes credit card & bank account transactions)
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Written by Maggie Vice
Updated over a week ago

How do I create a picklist for my fulfillment team?

Create a list of catalog items that need to be shipped
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Written by Maggie Vice
Updated over a week ago

Download a Picklist

Generate a file of catalog items to be shipped
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Written by Maggie Vice
Updated over a week ago

Import a Completed Fulfillment File

Update catalog item status in V2 once the fulfillment team has completed the shipping file
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Written by Maggie Vice
Updated over a week ago

How do I lookup a premium order?

View the shipping status and/or details of a catalog item
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Written by Maggie Vice
Updated over a week ago