All About Categories

Categories offer a flexible solution for organizing both donations and packages.

Donations:
  • Categories make it easier to find donations when putting them together into packages.
  • When you 'quick package' a donation -- meaning you click the Package this Donation button on the donation's Update Donation page – the donation's category or categories will pre-fill into "All Categories" for the package.
Packages:

Primary Category:
  • The Primary Category defines the category that the package will appear in your printed catalog.
  • You will assign catalog numbers based on the Primary Category (Items > Packages > Arrange).
  • Each package can be assigned to just a single Primary Category.
All Categories:
  • All Categories defines where the package will appear in your eCatalog.
  • Packages can be assigned to more than one category under "All Categories."

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