Before you can sell anything, you need to activate the items you’ll offer this year. Here’s how to set that up from within Sales > Sales Setup:
- Make sure higher-level settings (order center preferences and global sales dates) are configured first — see the related tutorials if you haven’t done this.
- Click Items and Packages on the left.
- Import from last year: Click the Import button to see your prior year’s offerings and price points. Choose what to bring forward — for many advisers, this is the entire workflow: import, update dates and pricing, done.
- Activate new items from scratch: Click Activate Items to see all available products. Check the box next to each item you want to offer (e.g., autograph supplements, nameplates). Set a base price for each.
- Nothing is live for sale at this stage — this is just baseline setup. Dates, pricing details, and going live are handled in separate steps covered in other tutorials.
- Scroll down and click Save when done.