PerkUp

The items PerkUp cannot handle at all, the items that need prior written approval, and how approvals, alcohol fulfillment, and mistaken receipts work.

Prohibited & Restricted Items Policy

Thomas Mirmotahari

Cameron Soregaroli

Creating swag, running bulk orders and kits, and managing stores, redemption pages, and inventory.

Admin: Swag, Stores & Kits

Walks admins through browsing the On Demand catalog, uploading a logo, and quick-adding or customizing a product to get a sendable swag item with no minimums or inventory.

Setting up on-demand swag

Explains how to use the on-demand design editor to pick views, print technique, and colors, place artwork correctly, and avoid the low-resolution artwork save blocker.

Creating a new design in the on-demand catalog

Explains how admins can edit an on-demand swag design in place (design, title, description, thumbnail, colors) or archive it, and clarifies that changes are live immediately with no version history.

Editing or archiving an existing design

Orientation article comparing on-demand swag (per-unit, no minimums, printed per order) with bulk swag (quantity tiers, MOQs, proofing/production, optional warehouse stocking) to help admins choose the right option.

On-demand vs bulk swag: which to use

No-minimum swag: the catalog, design editor, and editing designs.

On-demand swag

Walks admins through the full bulk swag order lifecycle, from building a cart to shipping allocations, approval, payment, proofing, and delivery.

Placing a bulk swag order

Explains how to review and approve or reject production proofs on a bulk swag order, and why proof approval is required before production starts.

Reviewing and approving proofs

Shows admins how to use kit mode on a bulk order to bundle multiple products into one package, including spare units and size-mix distribution.

Creating kits (bundle products into one package)

Explains how to split a single bulk swag order's shipping across multiple addresses, PerkUp warehouses, and event locations.

Shipping bulk orders to offices, warehouses, and events

Covers bulk swag order minimums, sample orders, quantity-tiered pricing, and the fee lines (setup, bundling, shipping, tax, processing) that appear on an order total.

Minimums, pricing, and fees for bulk swag

Bulk pricing and minimums, proofs, kits, and multi-destination shipping.

Bulk orders & kits

Explains how admins build and publish product collections to create the member-facing swag store.

Setting up your swag store

Explains how admins customize their swag store's template, colors, fonts, and layout using the storefront appearance editor, and how to get the gated feature enabled.

Customizing your storefront theme

Building collections and theming the store where members spend swag balance.

Swag stores

Step-by-step guide for admins on creating a public redemption page to distribute swag for drops, events, or gifts to non-employees, including access modes, caps, and approval settings.

Creating a redemption page (swag drops & events)

Explains how admins track redemption statuses from collected through delivered, configure approvals and budget warnings, and manage notifications on a redemption page.

Managing redemptions and approvals

Public swag-drop pages for events, gifts, and people outside your org.

Redemption pages

Explains where admins find per-warehouse swag stock levels and what available, committed, and on-hand mean.

Viewing your swag inventory

Walks admins through submitting a Receivings shipment to restock swag at a PerkUp warehouse, including its statuses and cancellation window.

Restocking: sending inventory to a PerkUp warehouse

Stocked inventory levels and restocking PerkUp warehouses.

Inventory & warehousing

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