NEW! Customize Your Item Form

The Customize Item Form settings allow Plus/Professional subscribers to choose the default Item Type and Bidding Style that will be preselected each time you add a new item.

All plans allow you to choose which optional item fields appear on your Item Form:

  • Will Call Flags
  • Item Status
  • Item Location
  • Item Solicitor
  • Print Status
  • Description Approved
  • Subtitle for Items in List View
  • Tools for managing items that are Taxable

To Access Item Form Settings:

You can access Customize Item Form in either of these ways, from:

A.  Site Settings: Go to Site Settings > Items > Catalog > Customize Item Form.
B.  Catalog page: Go to the Catalog page > Add New button/Edit Item form > Customize Item Form button.

Setting Your Defaults (Plus/Professional):

From the Customize Item Form settings page, you can set:

  1. Default Item Type — the item type that's preselected each time you add a new item. 
    Choose from In-Kind, Live, Raffle, Sellable Item, Signup, or Silent.
  2. Default Bidding Style — the bidding style that's preselected on the item form. 
    Choose from Paper/Paddle, Online/Mobile, or Paper/Paddle + Online/Mobile.

Setting Your Optional Item Fields (All Subscriptions):

3.  You can also choose to use or hide any of the following optional fields, based on your organization's needs:

  • Will Call Flags  — Helps organize items for pickup by winners. Once assigned, the flag appears on the Will Call Report, checkout screens, and receipts/invoices. It can be updated on individual items or through bulk edits.
  • Item Status — Lets your team track the status of donated items for reporting purposes. This field is informational only and doesn't affect system behavior. It can be updated using bulk edits.
  • Item Location — Tracks where an item is physically stored, or can be repurposed to record any custom text you'd like to report on. This field supports bulk edits.
  • Item Solicitor — Records the person who solicited the donated item. If the donor record already includes a solicitor, that information is automatically copied to new items the first time they're saved. If you manually assign a solicitor on an item, it applies only to that item and won't update the donor record or other items from the same donor. This field can be updated using bulk edits.
  • Print Status — Allows your team to track and report whether an item is print-ready. This field is for tracking only and doesn't affect system behavior. It supports bulk edits.
  • Description Approved — Helps your team track whether an item's description has been reviewed and approved. This field is informational only and can be updated through bulk edits.
  • Add Subtitle for Items in List View — This field only displays in List View when Item Subtitle/Description is selected as the optional line of information to display. Go to Site Settings > Catalog > Navigation & Views to choose the desired option: Item number and donor name, Item Subtitle/Description, or None..
    (Note:The first 50 characters of the Item Description will display unless an alternate Subtitle is provided here.)
  • Display Tools to flag items that are Taxable — Applicable Tax Rate(s) are set up at  Site Settings > Items > Catalog > Taxes.Once configured, each tax rate will display in the tax window on the Add/Edit item form and can be specified on an item by item basis or via bulk edits.
     

A.   Choosing Settings by Navigating Directly to Site Settings:

B.  Access from Add/Edit Item Form: