General
What is Inventory Tracking and how do I use it?
As it sounds, Inventory Tracking allows the system to keep track of how many items, as well as how many colors and/or sizes you have of an item. This means, if turned on, Inventory Tracking AUTOMATICALLY updates the system each time someone buys your ...
What if I have multiple sizes or colors?
No worries! It’s simple to create a listing with multiple sizes and/or colors for your item. If you need to set up a listing from the beginning, we suggest you start with these instructions then pick up with this article. If you’re already in the ...
How do I approve a Marketplace item that was previously rejected?
As a LeanStream Admin user, you sometimes have to reject an attempted listing. It’s not fun, but it happens. Once you’ve notified the listing’s creator and they’ve made the necessary changes, it looks great and you’re ready to approve it. Awesome! ...
How do I know who has purchased an Item?
If you need to start sending out items or just want to know who has purchased an item(s), you can do so by either checking the Order List. You can access this list by following these steps: Once logged into your platform, locate the Marketplace label ...
How to edit a Marketplace Item?
Sometimes we make mistakes or realize we forgot to add something. That’s why we love being able to edit things and you can too your Marketplace item(s) listing(s). If you realize you need to log back into your Item Listing(s) to make changes, it’s ...
How to approve a Marketplace Item?
If you have the appropriate permissions, you will have to ability to log into the platform and ‘Approve’ or ‘Not Approve’ an item listing. Just follow the instructions below: Once logged into your platform, locate the Marketplace label in the menu on ...
What happens if I run out of inventory on an item?
If you run out of an item, you should celebrate! As far as your Item Listing is concerned, you have nothing to worry about (as long as you had your Inventory Tracking turned on). If your Inventory Tracking is on then the system will know that your ...
How do I know how often the Loyalty Need payment (or recurring payment) will occur?
If the need was set up to allow for recurring payments, there is a section on the LeanStream Donate page that asks, "Do you want to set this donation as Recurring?". It is automatically set to "No Recurring” but gives you the option to choose a ...
Who can I contact for help with the Wifi on the Go Program or the LeanStream Platform?
For questions or help related to the Wifi on the Go Program or the LeanStream Platform, you can call (833) 943-4463 or email info@leanstreamrp.com. For faster service you can submit a Help Request at: https://help.leanstreamrp.com/knowledge
How do I log-in to our district LeanStream Fundraising Platform?
Once the District Administrator or District Designee has added you to the LeanStream Platform as a “User”, you will receive an automated Welcome e-mail stating: Hello, Greetings from LeanStream Resource Partners! We are excited to have you on board ...
How to set an expiration date for the Needs, Fees, Marketplace and Event Tickets Modules
When you set an expiration date for any of the platform modules listed above, keep in mind that the item will expire the minute the calendar date changes (not at the end of the day). So, when the clock strikes 12:00am on the scheduled date of ...
How do I delete a Need/Fee/Marketplace Item?
1. Once you are logged in to your account, go to the list on the left panel for the platform feature item you are trying to delete. 2. Click on either the Needs List, Fees List or Marketplace Item List (whichever houses the item you are attempting to ...
How do I resize an image to fit the format of my item?
In order to upload a quality image to your LeanStream site, it’s important to make sure the image is sized correctly. The dimensions and size of your picture impacts the quality of the image and how it appears to a potential donor or buyer. For ...
How do I edit an employee or user?
1. From the dashboard page, locate the 'Configuration' tab on the left panel and find the sub-menu 'District Info'. 2. Click on the 'Employees' tab if you are editing an employee or click on the 'Users' tab if you are editing a user. 3. Locate the ...
How do I delete an employee or user?
1. From the dashboard page, locate the 'Configuration' tab on the left panel and find the sub-menu 'District Info'. 2. Click on the 'Employees' tab if you are deleting an employee or click on the 'Users' tab if you are deleting a user. 3. Locate the ...
How to re-list an 'Expired' or 'Sold-out' Item in Marketplace?
From your school district's Dashboard: 1. Locate the Marketplace tab on the left blue panel and click on 'Item List'.. 2. Locate and click on the 'Completed' tab in the left center of your screen. 3. Here is where you can search to find the item you ...
How do I refund a fee that I created?
**NOTE: The fee that you want to refund MUST have the 'Request Refund' option enabled, at the time it was created, in order to request a refund.** 1. From your dashboard, locate the 'Fees' tab on the blue panel on the left and find the sub-menu 'Fee ...
What are the User types?
There are 4 different types of User Levels (each user type has a different level of permission and can perform different functions within the system): District Administrator (Central Office role) School Administrator (Principal role) Manager ...
How do I connect student information to my marketplace item?
1. Go to the 'Marketplace' tab and click on the sub-menu 'Item List'. 2. Locate your marketplace item by using the search function. 3. Once you have found your item, scroll all the way to the right and click on the edit button. 4. Once inside your ...
How do I approve a Fee?
**NOTE: Only District Administrators (Central Office role), School Administrators (Principal role), and Managers (Bookkeeper role) are able to approve Fees** 1. From your district's dashboard, locate the 'Fees' tab on the left panel and find the ...
How do I edit a Fee?
1. From your district's dashboard, locate the 'Fees' menu item on the left panel and find the sub-menu item titled 'Fees List' and click on it. 2. Locate your Fee by using the search function in the upper right portion of your screen. 3. Once you ...
How do I add a fee to my Fee List?
If you are a School Level user or School Administrator, skip to the section after step #11. If you want to import an Excel file for your fees, refer to this article: How do I import a fee using an Excel file? District Level users begin here... 1. ...
Who can approve a fee?
The approval process is based on User Type/Level. Only District Administrators and School Administrators have permission to approve Fees. School Administrators can approve any Fees posted by employees of their school, for their school. School ...
How do I import a fee or multiple fees using an Excel file?
**You will need to get approval from your bookkeeper to make sure that the information you are going to import gets approved by them before you import the fees.** 1. Once you are logged into your account, you should see the 'Fees' tab on the left ...
How do I know who has paid a Fee?
From your School District's Dashboard: 1. Locate the menu item 'Fees' and then click on the sub-menu 'Fee Payments'. 2. Use the search function in the upper right portion of your screen to locate the Fee you are searching for. 3. Once you have ...
How do I send a Fee receipt to someone?
**There are two ways to send a Fee receipt.** **The Fee payment must be completed to have a receipt** Using a screenshot and sending it via email: 1. From your school district's dashboard, go to the 'Fees' menu item and click on the 'Fee Payments' ...
How do I Get Help?
We, at LeanStream Resource Partners, want to ensure that you feel comfortable and knowledgeable using your platform to maximize your fundraising and e-commerce activities and results. Our customer service team stands ready to assist when you have a ...
What if someone requests a receipt for a Fee?
**All Payees should receive an auto-generated email for their Fee receipt** Here is what it may look like: Receipts can be sent to the Payer in two ways: 1. Screenshot and send via e-mail: you can take a screenshot of the receipt and send it to Payer ...
How do I reset my password?
Have no fear if you forget your password. It happens to us all the time… 1. Simply type in your work e-mail address on the login screen and click on the “Reset Password” link. You will receive an auto message in your e-mail inbox stating: To update ...
How do I unlock a user's account that has been locked?
1. From your school district's dashboard, locate the 'Configuration' menu item on the left panel and click on the sub-menu item titled 'District Info'. 2. Check the 'Employees' and/or the 'Users' tab for the user that you are needing to unlock. 3. ...
How to add an employee or user?
NOTE: If the person you are adding is an employee of the school or district, then you will always add them as an Employee. If the person is not employed by the school or district (for example, a PTA/PTO President or Booster Club President), then you ...
What if I have been locked out of my account due to the number of failed attempts?
You will need to contact your Bookkeeper, School Administrator, or District Administrator to unlock your account. If you are a Bookkeeper, School Administrator, or District Administrator, please use the following link to unlock the User's account: ...
How do I re-list an expired/completed Event?
From the school district's dashboard: 1. Locate the 'Event Tickets' menu item on the panel on the left side of your screen and then click on the sub-menu 'Event List'. 2. Click on the 'Completed' tab. 3. Locate your Event by using the search function ...
How do I activate the 'Pledge Now - Pay Later' function in Marketplace?
From your school district's dashboard: 1. Locate the 'Configuration' menu item on the left side panel and click on it. Then click on the sub-menu 'Modules'. 2. Locate the 'Market Place' tab and click on it. Then make sure that the 'Pledge' toggle is ...
What is the 'Pay Over Time' feature on the Fees Module?
The 'Pay Over Time' feature allows the Payer to pay their fee off over a specific time-frame. You will need to include the deadline (expiration date) for the last payment to be paid. The 'Pay Over Time' feature allows the Payer to choose the ...
How do I setup a storefront for my marketplace items?
There are two ways to set up a storefront. The first way is by adding one when you are setting up your marketplace item. When adding an item in the marketplace, one of the options is to place an item in a specific storefront (via a drop down menu). ...
How do I add a notification?
From your school district's dashboard: 1. Locate the 'Configuration' menu item on the panel on the left of your screen and then click on the sub-menu 'User Notifications. 2. On the next page, click on the 'Add Notification' button located near the ...
What does 'Public Fee' refer to in the Fees Module?
The Public Fee is mainly meant for Fees that the general public will be paying and fees that are not tied to students. This toggle button should remain on red unless the user is setting up a fee that the general public will pay.
Can I pay Fees for multiple students at one time?
A payer can pay multiple fees for ONE student at a time; however, the system will not allow for paying multiple fees for multiple students at a time. A payer can only key in student information for one student at a time when paying fees.
How do I add a donation by check in the Needs Gallery?
From the school district's dashboard: 1. Locate the 'Needs' menu item on the left blue panel and click on the sub-menu 'Donations'. 2. In the top right portion of your screen, click on the 'Donation by Check' button. 3. Fill out all of the ...
Next page