Add Donation Page

New Order

When ordering a one-time donation, the Add Donation page is the part of the order process where you select a donation products to include in the order. When you're done using this page, the selected products are added to a donation order item.
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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Donation

Getting Started

Choosing a Customer

To get started, you can select the customer who is making the donation. This helps determine who will be listed on the history of the order item. By default, the Bill To account for the order is selected as the customer but you can change this by entering full or partial name of the individual or company and clicking Nimble AMS, Staff View, Button, Lookup. If more than one account is found that matches the name entered, a message is shown to let you know and you can choose which account to use as the customer.

Choosing an Entity

If your association has multiple entities, you'll next choose the entity offering the donation fund(s) you'd like to select, and that donation product(s) is displayed. By default, the configured primary entity is selected.

Choosing a Price Class

You can use Price Class to select the price class to use for the customer which is added to historical records. If the user is a current member, the selection defaults to Member. If the customer is not a member, the selection defaults to Default.

Selecting Products

Donation products for the entity are displayed and you can hover over each product name to see some record detail or click to browse to the record for more information.

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You can select the donation product(s) for the customer and to which appeal the donation applies. Only appeals where Status is Active are displayed.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Donation, Appeal Selection

You can also change the Unit Price and Quantity for each donation product in the list, so you can set the gift amount and accept multiple gifts to the same fund.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Donation, Product Selection

Adding Selections

Once your donation product selection is complete, you can click Save to add the order item to the cart or Cancel to discard your selections.

If you forget to click Save and browse to another page, your selections will be lost.

Editing an Order

After submitting an order, you may want to edit an order item with a donation if you need to correct a mistake, add or remove a donation, change a gift amount, or refund the gift. When you're done using this page, the selected products are added to the order item with the chosen term and price with deselected products removed.
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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Donation, Product Selection

Reviewing and Adjusting Information

To help set context for changes to the order, you can review the selected customer and entity. These selections cannot be changed, but highlight to whom selections are designated and the entity offering the selected donation fund(s).

If you'd like to change the customer or entity for a donation in the order, we recommend that you delete the current order item and add a new order item with your desired settings and product selections.

Also, you can select the price class for the customer which is added to historical records.

Adjusting Selections

When you are editing, the Donations section displays the previously selected donation products, prices, and quantity.

You can select donation products with a click, which are then shown in green. When a donation product selection is removed, it is shown in red. In addition to changing selections, you can change a selected appeal as well as adjust the Unit Price and Quantity. The price is of each is updated with each adjustment so you can see the impact of each change.

If you change the Unit Price or Quantity of donation products that were selected previously, it will not be shown in green.

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Adding Selection Adjustments

Once your product selection adjustments are complete, you can click Save to add the order item to the cart or Cancel to discard your changes.

If you forget to click Save and browse to another page, your selection adjustments will be lost.

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