A donation order serves as a formal record for documenting and tracking product donations. This functionality is designed to streamline the management and utilization of donated products.
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 Designation.
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You can check the details of your Order in the Details tab.
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Creating Gift Transaction record linked to the Order
To create a Gift Transaction for the order, simply edit the details of the Order and tick the Create Gift Transaction Record. The Gift Transaction record will be created and linked to the Order.
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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 Code → Campaign
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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Gift Transaction Designations is/are created based on the Gift Designation record of the Order Product record/s of the Order record.
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 (Cheque)
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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