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Copy file name to clipboardExpand all lines: docs/user_guide/bank/community_product_drives.md
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Many banks hold seasonal or one-off events where they are seeking Donations. In Human Essentials, Product Drives help manage those events by providing a way to link specific Donations to the events.
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## Product Drives list
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To see all your Product Drives, click on "Community", then "All Product Drives" in the left-hand menu.
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To see all your Product Drives, click on "Community", then "Product Drives" in the left-hand menu.
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- Held Virtually?
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- Quantity of Items
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- Variety of Items
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- In-Kind Value
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- In-Kind Value
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- Actions (only view at the moment)
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The list initially shows all the Product Drives that are at least partly in our default period of 60 days past to 30 days in the future.
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### Filtering your Product Drives list
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The Product Drives list is filterable by any of the following.
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The Product Drives list is filterable by any of the following.
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- Product Drive name
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- Item Category
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- Date range (by starting date)
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Provide the information you want to filter by, then click "Filter". Clicking "Clear Filters" will return the list to its defaults.
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## Adding a Product Drive
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To add a Product Drive, either:
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a) click "Community", then "New Product Drive" in the left hand menu, or
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b) click "+New Product Drive" in the Product Drives list
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To add a Product Drive, click "+New Product Drive" in the Product Drives list
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Either will bring up this screen, which contains all the fields you can specify for a new Product Drive:
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This will bring up this screen, which contains all the fields you can specify for a new Product Drive:
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- Name
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- Start Date
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- End Date (this is optional)
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[!CAUTION] DO NOT DELETE your Product Drive if it has Donations in it. It will not go well. We have an outstanding issue to block you doing that.
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## Modifying your Product Drive
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If you want to edit the base information in a Product Drive, you can do that by clicking "Community", then "All Product Drives" in the left-hand menu, then clicking "View" beside the product drive you wish to modify, and then clicking "Make a correction".
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If you want to edit the base information in a Product Drive, you can do that by clicking "Community", then "Product Drives" in the left-hand menu, then clicking "View" beside the product drive you wish to modify, and then clicking "Make a correction".
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This will bring up the basic information for your Product Drive, You can rename it, change the dates, or change whether it is a virtual drive.
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Copy file name to clipboardExpand all lines: docs/user_guide/bank/exports.md
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These all export files in .csv format, which is importable by all common spreadsheet programs.
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Many of these can be filtered down to the information you might need for a specific communication need.
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The exports available include (in alphabetical order):
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The exports available include (in alphabetical order):
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- Adjustments
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- Annual Survey
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- Barcode Items
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## Adjustments
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### Navigating to export adjustments
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Click "Inventory", then "Inventory Adjustments" in the left-hand menu. Then click "Export Adjustments",
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Click "Inventory", then "Inventory Adjustments" in the left-hand menu. Then click "Export Adjustments",
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### Contents of adjustment export
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Creation date, Organization, Storage Area, Comment, # of changes.
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[! NOTE] We have improving the adjustments export to include the changes made in each adjustment on our todo list. We'll also remove the organization as redundant information. Please reach out if this is a priority for you.
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## Annual Survey
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## Annual Survey
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### Navigating to export annual survey
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Click "Reports", then "Annual Survey" in the left-hand menu. Then click the year of the report you want to export. Then click "Export Report."
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### Contents of annual report export
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For more information on these, please see the [Annual Survey Report](reports_annual_survey.md)
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- Disposable diapers distributed,
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- Cloth diapers distributed,
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- Average monthly disposable diapers distributed,
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- Total Product Drives,
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- Disposable diapers collected from drives,
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- Cloth diapers collected from drives,
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- Money raised from Product Drives,
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- Total Product Drives (virtual),
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- Money raised from Product Drives (virtual),
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- Disposable diapers collected from drives (virtual),
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- Cloth diapers collected from drives (virtual),
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- Disposable diapers donated,
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- % disposable diapers donated,
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- % cloth diapers donated,
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- Disposable diapers Purchased,
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- % disposable diapers Purchased,
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- % cloth diapers Purchased,
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- Money spent purchasing diapers,
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- Purchased from,
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- Vendors diapers Purchased through,
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- Total Storage Locations,
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- Total square footage,
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- Largest storage site type,
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- Adult incontinence supplies distributed,
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- Adult incontinence supplies per adult per month,
Click "Inventory" then "Barcode Items" in the left-hand menu. Then click "Export Barcode Items."
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### Contents of barcode Items export
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For each Barcode Item:
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- Item Type,
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- Quantity in the Box,
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- Quantity in the Box,
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- Barcode
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## Distributions
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### Navigating to export distributions
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- source inventory (i.e. Storage Location)
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- status (i.e. scheduled or complete)
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Specify the filtration you want, then click "filter".
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Specify the filtration you want, then click "filter".
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### Contents of distributions export
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For each of the distributions in the filtered list:
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- Shipping Cost,
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- State,
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- Agency Representative,
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- Comments,
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- Comments,
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- and the quantity in the distribution for each of your bank's Items.
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[!NOTE] This includes inactive Items as well as active ones.
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[!NOTE] This includes inactive Items as well as active ones.
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## Donations
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- Quantity of Items (the total quantity of Items)
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- Variety of Items (the number of different Items)
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- In-Kind Value,
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- Comments,
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- Comments,
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- and the quantity of each of your organization's Items in the Donations.
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## Donation Sites
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- Invited
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- Awaiting review
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- Approved
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- Error
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- Error
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- Recertification required
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- Decactivated
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- Active
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## Product Drives
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### Navigating to export Product Drives
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Click 'Community', then 'All Product Drives' in the left hand menu, then click "Export Product Drives"
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Click 'Community', then 'Product Drives' in the left hand menu, then click "Export Product Drives"
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### Filtering the Product Drives
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The Product Drives can be filtered by
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- name,
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- Item category, and
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- date range.
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The Product Drives can be filtered by
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- name,
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- Item category, and
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- date range.
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It is defaulted to all drives that overlap the default time period of 60 days back, 30 days forward.
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To filter the export, make your selections, then click "Filter" before clicking "Export Product Drives".
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- Held Virtually?,
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- Quantity of Items,
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- Variety of Items,
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- In Kind Value, and
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- In Kind Value, and
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- the quantity donated for each Item in alphabetical order.
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## Product Drive Participants
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### Navigating to export Product Drive participants
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Click 'Community', then 'Product Drive Participants' in the left hand menu, then click "Export Product Drive Participants"
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Make your selection and click "Filter" before clicking "Export Purchases"
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### Content of Purchases Export
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For each Purchase in the filtered list:
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- Purchases from (the Vendor name)
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- Purchases from (the Vendor name)
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- Storage Location,
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- Purchased Date,
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- Quantity of Items,
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- Date,
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- Requestor (i.e. partner)
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- Status, and
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- the quantity of each Item requested.
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- the quantity of each Item requested.
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- Note: If you have packs enabled (upcoming feature), there will be a column for each unit that you have enabled for each Item. Otherwise, one column per Item.
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## Storage Locations
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- Address,
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- Square Footage,
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- Warehouse Type,
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- Total Inventory, and
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- Total Inventory, and
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- Quantity for each of the organization's Items.
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## Transfers
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You can filter the Transfers by:
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- From location
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- To location
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- date range.
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- date range.
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- Note that this is the date the Transfer was entered in the system, which may or may not be when it happened.
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The default is all the Transfers for the period of 60 days prior, 30 days forward from today.
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