Products Maintenance

Adding a Non-CountryMaid Product Line

Adding a Non-CountryMaid Product

Activating/Deactivating a Product Line

Activating/Deactivating a Product

Adding a Non-CountryMaid Product Line:

1. Check if vendor is in My Fundraising Place:
   • Go to Settings > Vendors
     
     
   • If not in system, add vendor:
     • Click on the New Vendor button above
       
     • Enter the name, contact name, website, description, addresses, phone number and email address
     • Check if they are the primary vendor
       
     • Click on Save & Close button
2. Go to Settings > Products
3. Add new Product Line:
   • Click on Add Product Line button
     
   • Enter information for vendor
     
     • Select vendor from dropdown
     • Enter name and description
     • Check active if applicable
       
   • Click on the Save button

Adding a Non-CountryMaid Product:

1. Go to Settings > Products
2. Select Product Line the product will be under
   
3. Click on the Add Product button
   
4. Enter all required fields (*)
   
5. Click on the Save button

Activating/Deactivating a Product Line:

1. Go to Settings > Products
2. Select All in the dropdown for Product Lines. This will show all product lines – both active and inactive.
   
3. Double-click on the Product Line you want to change
   
4. Check the Active Checkbox to make active and unchecked to make inactive
   
5. Click the Save button

Activating/Deactivating a Product:

1. Go to Settings > Products
2. Select All in the Products dropdown. This will show all products – both active and inactive. You will have to individually select active and inactive to see those products.
   All
   
   ActiveInactive
   
   
3. Double-click on the Product you want to change
   
4. Check the Active Checkbox to make active and uncheck to make inactive
   
5. Click the Save button