• Rough draft

    • Donation Order - PosiGive

    Owned by Jhetah Mae Leornas
    Last updated: Nov 20, 2024
    5 min read

    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.

    image-20240513-055119.png

    Fill in the necessary fields and click Save.

    image-20240513-055153.png

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

    Click Add Products to add products to the order.

    Select the price in the Price Book and Save.

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

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

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

    You can check the details of your Order in the Details tab.

    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.

    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

    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.                                                

    In the form if the order does not have any payment method set yet the form will only display the payment method picklist for you to choose a payment type.  

    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:     

    When the payment is processed, a Payment Instrument is created showing important details such as:

    • Type = BECS Debit

    • Account = Order’s Account

    • Active = FALSE

    • Gateway Account = selected Gateway Account record

    • Token = the customer ID

    • Payment Method ID = the payment method ID

    • Last 4 = the last 4 digits of the provided bank account number

    • Bank Code = the BSB number of the bank account

    • Account Holder Name = the account holder name of the bank account

    The Payment Instrument that has been created will linked to the Order’s Gift Transaction record.

    When the webhook is configured, a Gateway Transaction record is linked to the Order record and the Order record will be updated.

    • If the Gateway Transaction’s Transaction Status is Pending, the Order status is Draft.

    • If the Gateway Transaction’s Transaction Status is Successful, the Order status is Paid.

    • If the Gateway Transaction’s Transaction Status is Failed, the Order status is Failed.

    The Order’s Gift Transaction Status will be updated.

    • 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:

    When the payment is processed, the Order record will be updated where:

    • Payment Method = Cash

    • Status = Paid

    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:

    When the payment is processed, the Order record will be updated where:

    • Payment Method = Check

    • 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>

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

    • 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:

    When the payment is processed, the Order record will be updated where:

    • Payment Method = Direct Deposit

    • Status = Paid

    • Receiving Bank Account = selected Bank Account record

    • Payment Identifier = the provided payment identifier

    The Order’s Gift Transaction also will be updated where:

    • Status = Paid

    • Receiving Bank Account = selected Bank Account record

    • Payment Identifier = the provided payment identifier

    If the payment is successful the order page will be marked as paid as you can see in the image below.