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Creating an Order

To create a new order, navigate to the Order page and click on the "New" button.

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Fill in the necessary fields and click Save.

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After clicking the Save button, it will create a new Order record and create an Order History in the related tab.

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Click Add Products to add products to the order.

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Select the price in the Price Book and Save.

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After clicking the "Save" button, a list of products will appear, and you can select the products you want.

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After selecting products, input the quantity of the product and click Save.

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After saving, it will be recorded under the Order Products in the Related lists. Make sure that the Product has a Gift Destination.

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To create a Gift Transaction for the order, simply edit the details and tick the Create Gift Transaction Record. The Gift Transaction field will automatically update.

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In a Gift Transaction, the following details are populated:

  • Order = Order record

  • Donor = Order’s Account

  • Outreach Source Code = Order’s Outreach Source Code

  • Campaign = Order’s Outreach Source CodeCampaign

  • Original Amount = total of the Total Price field value of all Order Product records with Gift Designation record on the Order record

  • Transaction Completion Date = current date

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Process Payment of Orders

In the Order record page find the Process Payment button and press it to process payment.                                                

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Each payment method has specific details that are required for payment processing. These details correspond to the type of payment method being used.

BECS Debit

If BECS Debit is selected as the Payment Method the form will display the following:     

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  • If the Order’s Status is Draft, the Status is Pending

  • If the Order’s Status is Paid, the Status is Paid

  • If the Order’s Status is Failed, the Status is Failed

Cash

If Cash is selected as the Payment Method the form will display the following:

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Also, the Order’s Gift Transaction is updated where:

  • Status = Paid

Check

If Check is selected as the Payment Method the form will display the following:

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  • Status = Paid

  • Check Drawer = the provided check drawer

  • Check Date = the provided check date

  • Payment Identifier = merged values of the three check fields: <Bank Code> + <Bank Account Number> + <Check Number>

Direct Deposit

If Direct Deposit is selected as the Payment Method the form will display the following:

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