Limitations
- 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.
- Donated items can only be “sold” alone or with other items to be donated.
- Donations may only be returned by the person to whom they were donated.
Permissions
To permit associates to perform donation transactions:
- Go to Administrative > Associates.
- Locate the associate in question and open the associate’s record.
- Select the Security tab.
- Check Donate an Item.
- 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.