Add Donation Page
New Order
When placing a one-time donation for a constituent, the Add Donation page is the part of the order process where you select the donation options to include in a donation cart item.
Donation is a type of product in Nimble AMS, and is created to represent a one-time donation toward the entity of your choice.
When you are done using this page, the selected product(s) is added to a donation cart item, which is added to the cart.
Getting Started
Choosing a Customer
You can use Customer to select the constituent who is the customer making the donation. This determines who will be listed on the donation cart item. By default, the Bill To account for the cart is selected as the customer but you can change this by entering the full or partial name of the individual or company and clicking Search button (Bill To Lookup), a Lookup window will appear where you can search for the appropriate name. Once you find the name you're looking for in the search results, click on it and the respective name will auto-populate in the Bill To filed. If more than one account is found that matches the name entered, a message displays 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 can use Entity to select the entity offering the product(s) you would like to select. By default, the configured primary product is selected.
Choosing a Price Class
You can use Price Class to select the price class to use for the attendee which controls the prices for the displayed donation products(s). If the customer 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 display and you can hover over each product name to see some record detail or browse the record for more information.
You can select the Donation products(s) for the customer and to which appeal the donation applies. Only appeals where Status is Active display.
You can also change the Unit Price and Quantity for each Donation product in the list, you can set the gift amount and accept multiple gifts to the same Ones.
Adding Selections
Once your selections are complete, you can click Save to add the cart item to the cart or Cancel to discard your selections. You will then be taken to the Verify Cart step.
If you forget to click Save and browse to another page, your selections will be lost.
Editing an Order
After submitting a cart, you may want to edit a cart item with Donation products if you need to correct a mistake, add or remove a donation, change a gift amount, or refund the gift.
When you are done using this page, the selected products(s) are added to a donation cart item, which is added to the cart, with the chosen term and price with deselected Donation products(s) removed.
Reviewing and Adjusting Information
To help set the context for changes to the cart item, 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 products(s).
If you would like to change the customer or entity for a donation in the cart item, we recommend you delete the current cart item on the Verify Cart Step of the order process, and add a new cart item with your desired settings and products selections.
Also, you can select the price class that controls the prices for the displayed registration products.
Adjusting Selections
When you are editing, the Donations section displays the previously selected registration products(s), prices, and quantity.
You can select a registration product (s) with a click, which is then displayed in green. When a registration product selection is removed, it displays in red. In addition to changing selections, you can change selected appeals 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 a registration products(s) that was selected previously, it will not display in green.
Adding Selection Adjustments
Once your adjustments are complete, you can click Save to add the cart item to the cart or Cancel to discard your changes. You will then be taken to the Verify Cart step.
If you forget to click Save and browse to another page, your adjustments will be lost.