Donation Name This must be a unique name for each donation program. – Vendor Account A new vendor account for each donation program is recommended. Any Vendor Account used – for a donation will not be visible in the other Vendor Account lists throughout the program as they are operating in a different way. Date This can be set as Unavailable for pending or past programs as well as continual or by a specified date – range. Donation Value Donation values must be a number between $1 and $10. Amounts are restricted to be $10 and – under so that there is no need for tax receipts which the system is not currently configured to handle. Donation Target This is an optional amount that acts as a target for your donation program. It may be shared – with the customer by selecting on Invoice” will include an additional line on the invoice comments of a “Show donation invoice. URL– This is an optional field to include if the charity has a website. It is also optional to print the URL on the invoice so your customers can learn more about the charity. Description This is a description of the charity which will be shared with the sales staff. It is meant to be customer – facing and act as an explanation of the charity if the sales staff are asked. It can be viewed from the widget and the POS interface where you see a little for information. “i” Notes This is an internal notes section for the charity, e.g., contact information for your charity rep. – Location The locations that are taking part in the donation program. Any one location can only have one active – donation at a time. As a result locations that are engaged in a donation program cannot be saved to a new program that will conflict.
Donation Name – This must be a unique name for each donation program. Vendor Account – A new vendor account for each donation program is recommended. Any Vendor Account used for a donation will not be visible in the other Vendor Account lists throughout the program as they are operating in a different way. Date – This can be set as Unavailable for pending or past programs as well as continual or by a specified date range. Donation Value – Donation values must be a number between $1 and $10. Amounts are restricted to be $10 and under so that there is no need for tax receipts which the system is not currently configured to handle. Donation Target – This is an optional amount that acts as a target for your donation program. It may be shared with the customer by selecting “Show on Invoice” will include an additional line on the invoice comments of a donation invoice. URL– This is an optional field to include if the charity has a website. It is also optional to print the URL on the invoice so your customers can learn more about the charity. Description – This is a description of the charity which will be shared with the sales staff. It is meant to be customer facing and act as an explanation of the charity if the sales staff are asked. It can be viewed from the widget and the POS interface where you see a little “i” for information. Notes – This is an internal notes section for the charity, e.g., contact information for your charity rep. Location – The locations that are taking part in the donation program. Any one location can only have one active donation at a time. As a result locations that are engaged in a donation program cannot be saved to a new program that will conflict.
Charitable_Donations_Module_SetUp.docx