Defining Fundraising Gift Components

This task defines products that should be included with the active gifts at no additional charge. Any product can be added as a product component. For fundraising gifts, components can define premiums sent in response to a donation. Transactions and pricing are at the master product level, not the component level. Packages cannot be included as a component.

If revenue needs to be recognized from a bundle of products, the combination of products should be created as a package. Unlike components, each detail included in a package is priced at the product level.

To define components:

1. Using the Fundraising Manager persona, from the Personify360 main toolbar, select Fundraising Setup > Gift Setup.
The Gift Code Maintenance search screen displays.

2. Click Search to find a gift or click Create New Gift Code.

3. From the Gift Code Definition task category, click Define Components.
The Components screen displays, as shown below.

4. Click Add Component.
The Product Chooser displays.

5. Search for a product to add as a component and double-click to add it.

6. Enter the Quantity.

7. If necessary, enter the Order Lines to be Created.

8. Select the appropriate checkboxes:

· Active

· Waive Shipping

9. If necessary, use the Move Up and Move Down button to arrange the components in the correct order.

10. Click Save.

Screen Element	Description
Components
Add Component	Button. When clicked, the Choose Product screen displays. Search for a component and double-click it to add it to the table. The fields in the Component Detail section are populated.
Delete Component	Button. When clicked, the highlighted product is deleted as a component.
Move Up	Button. When clicked, the highlighted product is moved one row up in the grid.
Move Down	Button. When clicked, the highlighted product is moved one row down in the grid.
Component Detail
Product	Link. The component product fills in this field automatically. Click the link to open the Choose Product screen and search for a new product.
Parent Product	Read-only. Brought in from the product search for new records or from the PRODUCT COMPONENT table for existing components.
Product Name	Read-only. The name of the product selected from the Product field.
Subsystem	Read-only. Subsystem associated with the product.
Rate Method	Read-only. The method for determining the rate. For example, “Calculates” indicates the system will determine the rate structure and rate code.
Quantity	Text box. The quantity of the component that should be included.
Order Lines to be Created	Text box. How many order lines you want created based on the quantity given. If you want two component products but want them shipped to different constituents, create two order lines (one for each constituent) with a quantity of one. If you want two component products shipped to the same customer, create one order line with a quantity of two.
Rate Structure	Drop-down. Validated against the rate structure table. When set, this specific rate structure will be used on the donation detail record created when the gift is donated. When not populated, the donation detail rate structure will default to “NA.”
Rate Code	Drop-down. The rate or price associated with the rate structure selected. Used for reporting purposes only.
Waive Shipping	Checkbox. When checked, this component will not be included in any calculation of shipping charges.
Active	Checkbox. When checked, it signifies the component is active.
Members Only	Checkbox. Disabled unless the product is members-only.