PDF collateral have Fulfillment Details available to them. Below are all of the available fields and what they are typically used for.
(A) - Set the minimum quantity a user is allowed to order for Fulfillment or Direct Mail deployment options. (This does not apply to the Digital Download deployment option)
(B) - Set the maximum quantity a user is allowed to order within a single line item in an order. (This does not prevent users from adding the same collateral multiple times to order additional quantity)
(C) - Set the price per unit to the user. This will be used to calculate the total cost of the collateral based on the quantity ordered. You can also add price points to provide discounts based on certain volumes ordered. For example: $1.00 for up to 100 qty, $0.95 for quantity 101-200 etc. This is something your print vendor will typically provide.
(D) - Set the Collateral Unit Cost for reference to know what the cost is for you, vs what the cost is for the end users if you are marking the cost up from the vendors costs.
(E) - Set the Postage Cost for reference to know what the cost is for you, vs what the cost is for the end users if you are marking the cost up from the vendors costs.
(F) - Allow the specific collateral to have discounts applied to the collateral cost. Collateral discounts are managed through user’s profile fields to set what the discount amount for a user is. This field only allows this specific piece to be able to be discounted.
(G) - Set the weight per unit. This is used to calculate shipping costs.
(H) - Sent the Postage Per Unit to the user if you make send Via Mail Merge (Q) available. This will calculate the postage for mailing vs calculating shipping costs.
(I) - Select if this item is an inventory item.
(J) - Set the Lead Time in number of Business Days to calculate an Expected Ship Date that is displayed to the end user in the order details after they place an order. If this is blank, no expected ship date will be displayed.
(K) - If the item is an Inventory item (I) select when to be notified of low quantity so you can re-order additional inventory.
(L) - Type in email addresses that should be alerted of low quantity, based on the Re-Order Threshold (K) number and if an item is an inventory item (I).
(M) - Add any special shipping comments or instructions for the fulfillment/print vendor to see when the order is placed.
(O) - Set if the collateral is able to be Digitally Downloaded by the end user.
(P) - Set if the collateral is able to be ordered as a bulk print item.
(Q) - Set if the collateral is able to be sent as a Direct Mail item.
(R) - If sending as a Direct Mail item, select what Mailing Type this collateral should be tied to. This will work with Subscription Preferences if turned on and if a recipient unsubscribes from the mailing type selected, they would be skipped when selecting that contact to receive the Direct Mail.
(S) - Select what print vendor should fulfill the order for this piece.
(T) - If a different vendor should fulfill this piece if it goes over a specific quantity, select the alternate “Bulk” print vendor and set the quantity for when that vendor should be used.
(U) - When setting up a new collateral, Once the print vendor is selected and saved, Notify Fulfillment Vendor will send an email to the vendor letting them know of the new collateral.
(V) - Select a person to contact if the user has questions about the content of this collateral. Support Contacts can be set up through the Administration menu item. Support contacts that are set up will be available in this drop down to select from.
(W) - If charging users to download material, set the price for downloading here.
(X) - If the collateral piece needs to go through approval for any user, select Requires Order Approval (budget/cost) or Requires Collateral Approval (content) or both. If neither are selected, this piece will never require approval. When selecting Collateral approval, you can also select to require approval only if certain variables are modified. Do this by selecting the Select All Variables option or by picking specific variables. If Select All Variables option is not checked and no specific variables are chosen, the piece will go through Collateral approval even if no changes are made. Otherwise, the piece will only go through Collateral Approval if a variable is changed by the user.
(Y) - The fields below are used for informational purposes for the print vendor. They can be used for any data the print vendor needs to receive about a piece. These are not required fields but may help the print vendor location items in inventory or help route collateral through automated processes on the print vendor side if used correctly.
