Viewing and Editing 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 access the Components screen:

1. From the Gift Info tab on the Gift Summary, select Components.
2. The Components screen displays, as shown below.
   

Add a Component

To add a component to a gift:

1. From the Components screen, select +New Component.
2. The Add Component screen displays, as shown below.
   
3. Fill in the necessary fields and select Save.
   For more information on the available fields, please see the table below.

Screen Element	Description
Product	Search field. Search for and select the component 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.
Quantity	Text box. The quantity of the component that should be included.
Order Lines 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 customers, create two order lines (one for each customer) 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.
Active	Toggle. When set to "Yes", indicates the component is active.
Members Only	Toggle. If set to "Yes", this component will only apply to active members.
Waive Shipping	Toggle. When set to "Yes", this component will not be included in any calculation of shipping charges.

Edit a Component

To edit a component:

1. From the Components screen, select the edit pencil icon next to the component you wish to edit.
2. The Edit Component screen displays, as shown below.
   
3. Once you have completed your changes, click Save.