Enhance your employees' redemption experience and reinforce your brand by adding (or maintaining) custom branded items as redemption options. The upload process is quick and straightforward, saving you valuable time. This article guides you through uploading your company's branded items as choices for your employees when they redeem their points.
- Uploaded Custom Item Use Cases
- Locating the Upload Tool
- Adding a New Item
- Adding Items to Catalogs
- Managing Uploaded Items
Uploaded Custom Item Use Cases
Custom item uploads are ideal for products that your organization fulfills internally, such as:
- Company Store/Swag: T-shirts, water bottles, or other branded merchandise.
- Unique Fulfillment Items: Internal gift certificates, plaques, or custom corporate awards.
- Unique Experiences: Lunch with the CEO, extra PTO, or continuing education opportunities.
Locating the Upload Tool
To locate the tool that allows you to upload custom items:
- Log in to your account.
- On the homepage, select the “Admin” button at the bottom of the left navigation menu.
- From the left navigation menu, click “Marketplace” and then "Upload Items."
This will take you to your catalog of uploaded items. If you haven't uploaded any items previously, the page will be empty.
Adding a New Item
The process begins by clicking "Add Item" on the far right side of the page. The system utilizes a streamlined, two-tab process to configure your item.
Step 1: Enter General & Logistics Information
The system always requires the basic item details first in this tab:
- Enter the Item Name.
- Add a Product Description.
- Assign a Category to your uploaded item by selecting the most appropriate option from the provided list. This categorization enhances redemption reporting and makes order identification more detailed.
- Add additional Logistics information:
- Max order size: Set the maximum items per order.
- Delivery Method (Required): Select either "shipped" or "emailed."
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Email Notifications: Optionally add one email address to alert a user or group when the item is ordered.
- Note on Notifications vs. Reporting: While setting an email here triggers a notification for each individual order, many admins prefer to track all client-fulfilled redemptions through the Client Fulfillment Report. This report provides a centralized view of all order details, including shipping information and item variations, without requiring an email for every transaction.
- Click "Save Changes." You can also click "Preview" to view your item from the perspective of an employee looking to redeem their points.
Step 2: Variant Management
After saving the General & Logistics Info, click on the "Variants Management" tab.
Settings
Select Show Settings to view additional options.
These settings are dynamic, so the options you see may change depending on whether you are adding a single item or item variants. Available settings:
SKU: Enter a custom SKU, if needed. This helps you track the item in your internal records. A SKU is required if Track Inventory is enabled.
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Pricing: Select the pencil icon in the Pricing column to set the price. You can choose from two pricing types:
Static Pricing: Sets one fixed price for the item.
Variable Pricing: Lets users choose a value within a set minimum and maximum range. This is useful for donations or gift cards.
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Track Inventory: Turn this on to show employees how many of the item are still available.
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Note: Tracking inventory requires each item to have a SKU. The SKU can be the same for all items, but each item must have a SKU. See Track Inventory for more information.
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Note: Tracking inventory requires each item to have a SKU. The SKU can be the same for all items, but each item must have a SKU. See Track Inventory for more information.
Variants
To manage item variants:
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Click the “+ Create Item” button.
- Select the item type:
- Choose “Single Item” if the product has no options (no variants).
- Choose “Item with Variants” if you need to set up options like size, color, etc. (See the Adding Variants section below)
- Click “Next.”
Adding Single a Item (No Variants)
If you selected “Single Item,” the item will now appear in the table under the Active tab.
- Add Image(s): Click on the image icon in the leftmost column.
- SKU: Input a custom SKU number, if applicable. This is used to track the item for your internal records (required information if Track Inventory is enabled).
- Pricing: Click the pencil icon under the “Pricing” column to set the price. The two pricing styles you can set are:
- Static Pricing: The item has one fixed price.
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Variable Pricing: Pricing can be in a range, meaning the user can select a value between a minimum and maximum price (useful for donations or gift cards).
- Once a price is input, click “Save.”
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Click “Save Changes” to finalize the configuration on this tab.
Adding Item Variants
If an item you are adding has different variants (e.g., different colors, sizes, etc.), you'll configure them on the Variants & Logistics tab.
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After selecting "Item with Variants" in the "+ Create Item" modal, click “Add Variants.”
- Define Options:
- Add an Option Title (e.g., "Color," "Size").
- Enter the appropriate Option Values (e.g., "Small, Medium, Large").
- Note: To add several values, enter a value in the "Option Values" field and click Enter to begin entering the next value.
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If more than one option is added, the system will combine them and generate every possible variant combination (e.g., if Color and Size are selected, variants are generated for each color and size combination). You're able to archive any unneeded combinations after they are created.
- Add the appropriate images.
- If more than one option is added, new setting options will be available.
- Set Pricing and SKU Logic: You can apply shared logic or unique logic to all combinations in the table below:
- Shared Logic: Toggle "on" for "Use the same SKU for all variants" and/or "Use the same price for all variants."
- If the SKU toggle is on, enter the SKU number in the field provided.
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If the price toggle is on, click "Edit Price" to select the desired pricing style (Static or Variable).
- Unique Logic: If the toggles are off, you must input a unique image, SKU number, and pricing information for each variant combination in the table.
- Note: A SKU is required for each variant when Track Inventory is enabled.
- Shared Logic: Toggle "on" for "Use the same SKU for all variants" and/or "Use the same price for all variants."
- Set Pricing and SKU Logic: You can apply shared logic or unique logic to all combinations in the table below:
- Click “Save Changes.” You can click “Preview” to view your item from the perspective of an employee.
Managing and Assigning Images
This tool allows you to upload one or more images into an image “library.” From the image library, images can be bulk-assigned to items at once, so you don’t need to add them one by one.
To get started:
- Select "Manage Images."
- Drag and drop or upload images. The images will be stored in the image “library.”
To assign images:
- Select the variants you want to assign the image to.
- Select "Assign Images."
- Select the image you want to upload to those previously selected items.
- Select "Assign Images" to add that image to those items.
Track Inventory
- Toggle "Track Inventory" on in the Variant Management Settings allows you to set and manage inventory for the item or its variants.
- Crucial Detail: When Track Inventory is enabled, the system automatically makes out-of-stock variants unavailable for purchase, preventing end-users from ordering unfulfillable items.
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The variant table below now has an Inventory column. Click pencil icon next to an item/variant to adjust it's inventory.
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Set Initial Inventory: Select “Set to” in the Adjust by drop-down menu, and input the number of units you have in the Amount field. Click “Save.”
Adjust Inventory: Anytime you need to add or remove units due to factors outside of redemption, click the pencil icon next to the inventory number and select “Increase by” to add inventory, or “Decrease by” to take away inventory.
Adding Items to Catalogs
Before you add your custom item to a catalog, ensure you have the following fields complete on the single item and/or variants:
- Title
- Max Order Size
- Delivery Method
- SKU (if tracking inventory)
- Price
For comprehensive instructions on adding these uploaded items to specific catalogs, please refer to the “Amazon and Custom Item Catalogs” support article. The basic steps to doing so are:
- Log in to your account.
- On the homepage, select the “Admin” button at the bottom of the left navigation menu.
- From the left navigation menu, click “Marketplace” and then "Catalogs."
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Locate the catalog to which you want to add items and click Edit Items.
- Click Add Items.
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Select Uploaded Items from the item source dropdown menu.
- Locate your uploaded item and click Add to Catalog.
Managing Uploaded Items
To find and manage custom items you have previously added:
- Log in to your account.
- On the homepage, select the "Admin" button at the bottom of the left navigation menu.
- In the left navigation menu, click "Marketplace," then "Upload Items."
Editing and Archiving Items
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To edit an item’s details: Click the stacked three dots icon next to the item, and click “Edit.”
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To edit a variant: If an item has variants, you are able to make edits to the images, SKU, inventory, and/or pricing information directly in the table, or click the icon to the right of the variant to archive it.
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To archive an item: Click the stacked three dots icon next to the item and click “Archive.”
- To reactivate an archived item or variant: Click the Archived tab, click the stacked three dots icon next to the item, and click “Make Active” (for an item) or select the “Restore Variant” icon (for a variant).
If you have any questions, please contact Awardco Admin Support.