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