PerkUp

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

Cameron Soregaroli

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

Bulk orders & kits

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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