Settings

Create a new Product

• Add/Activate Product (if needed)
  • See Product Maintenance Information Sheet on the My Fundraising Place Support Website:
    • https://support.myfundraisingplace.com/knowledgebase/products-maintenance/
      • Adding a Non-Country Maid Product Line
      • Adding a Non-Country Maid Product
      • Activating/Deactivating a Product Line
      • Activating/Deactivating a Product
• Create the product in Quickbooks (if not already created)
• Map the My Fundraising Place item to the Quickbooks item in the Sync Agent
• Modify Price List/Create New Price List
• Modify Fliers/Prepack Labels (if needed)
• Create a New Program

Create the product in Quickbooks (if not already created):

1. Log into Quickbooks
2. Click on Lists
3. Click on Items List
   • 
4. Check to see if you have the new flavor in the Items List
   • 
5. If the product does not exist, click on the Item button at the bottom of the window

• • Select New from the popup menu
    • 
  • Enter the necessary information for the new flavor (Triple Chocolate used here as an example):
    • Type: Inventory Part
    • Item Name/Number: Triple Chocolate
    • Manufacturer’s Part Number: WSTC
    • Cost: 4.39
    • COGS Account: COGS – WS Cookie
    • Preferred Vendor: Country Maid, Inc.
    • Income Account: Gross Revenue – WS Cookie
    • Asset Account: Inventory Asset – WS Cookie
  • 

• • Click on OK

Map the My Fundraising Place item to the Quickbooks item in the Sync Agent:

1. Open the My Fundraising Place Sync Agent
2. Sign in
   • 
3. Go to the Settings Tab
4. Click on the Load and Edit Settings button
   1. This will load all current Quickbooks information into the My Fundraising Place Agent
   2. 
5. Once the loading has finished, find the product from My Fundraising Place on the left side of Product List
   1. Click on the Product Line (WSTC)
      1. It should be marked as “carried” but not have a QB name on the right side of the list
   2. Click on the blank area to the right and a dropdown box will appear
   3. Select the Quickbooks Item from the dropdown box (Triple Chocolate)
      • 
6. Click on the Save button (top right corner)
   • 

Modify Price List or Create New Price List (if not already created):

1. When a new flavor is added it is automatically added to existing pricelists but with $0.00 as its price
2. If the existing pricelists haven’t been used in My Fundraising Place:
   • You can change the price on the new product in the existing pricelist
3. If the existing pricelists have been used in My Fundraising Place:
   • Copy an existing Price List to create a new Price List where you can add a price to the new product

Modify Fliers/Prepack Labels (if needed):

1. If you will have the same number of flavors (just switching flavors):
   • If you currently have a Flier/Prepack Label that has been created with all variables and no hardcoded fields
     1. You should be OK. Please do a test on your flier/label to make sure the new flavor is showing
2. If you are adding a flavor:
   • You will need to create a new Flier/Prepack Label. Please create with all variables and no hardcoded fields in it.
3. We are currently in the process of creating standard prepack labels and fliers. Please feel free to contact dealer.support@countrymaid.net for help if needed with these.

Create a New Program

1. Go to Marketing > Programs
2. Click on the New Program button
   
   1. Info Tab
      
      
      1. Name/Description:  Include the name of the season in the name of the program if possible
      2. Check Primary if applicable
   2. Fliers Tab
      
      
      1. Click on the Add Flier to Program button
      2. Select Flier Template
         
      3. Click OK
   3. Products Tab
      
      
      1. Click on the Add Program Detail button
         
      2. Select products
      3. Click Save
   4. Touchpoints Tab
      
      
      1. Review Touchpoints and make changes if needed
   5. Pre-pack Tab
      
      
      1. Click on Add Prepack to Program button
      2. Select Prepack Template
         
      3. Click OK
3. Click on the Save & Close button