In Planner, go to Packages > Manage Items.
NOTE: For instructions on importing items, see Import Items.
Click the Add button to create a new item or click on an item in the Item List to edit an existing item.
On the Item Edit page, populate or edit the following fields.
|Number||Unique numeric identifier for the item|
|Name||Name or brief title of the item|
|Description||Detailed information about the item, including any notes or restrictions|
|Category||The category of an item will be automatically inherited when it is packaged. Select from drop-down list or click New to enter a new category.|
|Value||Approximate fair-market cost of the item. If assigned to a package, changing this number will also change the value of the package.|
|Priceless||Check the box if the item's fair-market value is hard to approximate or if you'd prefer not to display it on mobile bidding devices or tent cards|
|Consignment||Check the box if the item is owned by a consignor who must be paid if the item sells|
|Consignment Price||The amount paid to the consignor if the item sells|
|Gift Certificate||Choose Gift Certificate status from the drop-down menu: Not Applicable, Donor Provided, or Organization to Create|
|Gift Certificate Redemption||If you select "Organization to Create" for Gift Certificate, you can enter redemption instructions here. The text entered here will show on the Gift Certificates report, which is found in Reports > View Reports > Items & Packages section.|
|Notes||Enter any additional information you want to track; for internal use only|
|Solicitor||The person who obtained the item. Click Assign Solicitor to search for an existing supporter to mark as the solicitor or add a new supporter record to assign as the solicitor. Click Unassign to remove the solicitor. Once a solicitor has been added, you can view their supporter record by clicking on the solicitor name.|
|Procurement Status||Track your item collection progress by choosing a procurement status from the drop-down menu: Requested, Committed, Declined, Awaiting Pickup, In-Transit, or Received.|
|Date Received||The day the item was donated|
|Storage Location||Enter the current location of the item. Select from drop-down list or click New to enter a new location.|
|Donor(s)||The person who donated the item. Click Assign Donor to search for an existing supporter to mark as the donor or add a new supporter record to assign as the donor. Click unassign to remove the donor. Once a donor has been added, you can view their supporter record by clicking on the donor name.|
|Package||If the item has been bundled or converted to a package, the package # and name displays here. Click Assign Package to search for a package to group it with or to create a new package that contains the item. Click Unassign to remove the item from its current package. See How to Package Items for more information.|
When finished, click Save to return to the Item List, Clone Item to create an identical item, Save & New to enter a new item, Save & Next to see the next item already in the system, or Cancel to discard changes.