Fundraising answers

How can a wholesaler manage several fundraisers at once?

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Use campaign dates to plan workload, a quantities report to total product demand, and a distribution report to split stock by fundraiser. Raised provides these wholesaler reports with CSV export or printing. Keep each campaign's delivery terms and organiser contact attached to the fulfilment plan.

Which report answers which question?

Use the quantities report to see total quantities by product across campaigns in a chosen date range. It helps estimate production or purchasing needs. Use the distribution report to see product quantities broken down by campaign.

The campaigns report gives an overview of campaign status, contacts and key dates. Do not substitute a production total for the packing detail needed to send each group the right stock.

How should you handle changing dates?

A late closing date or dispatch change can affect production and transport. Review change requests against existing commitments rather than assuming the online campaign can move without consequences.

Tell the organiser which date is confirmed and whether the change affects pricing or delivery. Keep the final export consistent with the version used to pack orders.

What should a dispatch check include?

Assign someone to check both total quantities and the split across campaigns. A correct grand total can still hide a shortage in one school's delivery.

  1. Select the campaigns and date window.
  2. Review campaign status and approved dispatch dates.
  3. Generate the aggregate quantities for production.
  4. Generate distribution details for each campaign.
  5. Record discrepancies and confirm handover with organisers.
How can a wholesaler manage several fundraisers at once? | Raised