Donation General Information


Limitations

  1. The customer must have a designation as being a tax-exempt entity, and there must be a tax ID number on record. To designate a customer as tax exempt, find the customer record, and in the Options tab, check the Tax Exempt option. 
  2. Donated items can only be “sold” alone or with other items to be donated.
  3. Donations may only be returned by the person to whom they were donated.

Permissions 

To permit associates to perform donation transactions: 

  1. Go to Administrative > Associates. 
  2. Locate the associate in question and open the associate’s record. 
  3. Select the Security tab. 
  4. Check Donate an Item
  5. Select OK/Save and Close.

Gift Receipts 

A donation may facilitate the need for a gift receipt. The gift receipt list selector does show “donation” in the beginning of the description in case you wish to exclude it.

 

 

Updated on Mon, 12 Apr 2021 by Angela Chiaravalle

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?