Auctions Part III: Configure Auction Packages (Version 1.0)

Video to be recorded.

Auction Part III: Configure Auction Packages

1. This tutorial will cover how to configure auction packages within Fundly CRM for use in the auction process.
2. Sometimes auction items are not auctioned off individually but are bundled and sold together.
3. To account for these packaged items Fundly CRM provides the ability to create auction packages consisting of several different auction items.
4. Before you can create an auction package the individual items for the package must be recorded within Fundly CRM.
5. For details on doing so, please review the tutorial on Recording In-Kind Auction Donations.
6. To create an auction package mouse over the Donation Management menu header and click on Configure.
7. Next, click on the Auction Packages tab in the Donation Management Configuration screen.
8. From the Auction Packages tab click on the Add(+) button to open the Add/Edit Package popup screen.
9. The Packages Code field, like the Item Code field when adding individual auction items, is for you to put the code used by your organization to organize auction items and packages.
10. Package Name should be a descriptive name that along with Package Code can be used to identify the package later.
11. If making use of Auction Types and Item Categories, use the Auction Type and Category Name drop-downs respectively to record this information.
12. Market Value is used to record the total Market Value of the package and will be auto-populated once you have selected items for the package.
13. Use the Minimum Auction Amount to set the minimum bid that will be accepted for this auction package.
14. Once you have set this basic information you must add the individual auction items that have been donated to the package.
15. Click on the Select from Available Auction Items(Checkmark) button to open the Select Auction Items(s) popup screen.
16. On this screen you will see currently available auction items and their details.
17. To add auction items to the package simple check the box next to the items you desire in the package and click on Submit.
18. This will return you to the Add/Edit Package pop-up screen where you can now specify the quantity of each item that will be in the package.
19. To remove an item from the package simple click on the Delete(X) button to the left of the item in the list.
20. Once you have completed configuring the package click on Save and the package will be added to the list of auction packages.
21. To change the availability of an auction package click on the button in the Available column on the far right.
22. Green indicates the package is available for use, while grey indicates that the package in not available for use.
23. To edit an available package mouse over the package in question and click on the Edit(Pencil) button.
24. To delete a package click on the Delete(X) button and that package will be removed.