Donations

Back Office - Screens

Subjects      ▲ ▼

• Screens
• What Is Required?
• When Is It Used?

Screens      ▲ ▼

• Donations

Donations Screen      ▲ ▼

To access, select the Donations option in the Location Group Edit screen.

• Donation Prompt Enabled - Select to enable donation prompting.
  • Donation PLU - Displays/Select to open the Search Products screen to locate and select the PLU to be applied to donations.
  • Rounding - Select from the drop-down list one of the rounding options available. For example, if set to the nearest $5 option, then the total value of a sale will be rounded up to the nearest $5 and the difference will be the value prompted for a donation. If a sale totalled $17.50, then it will be rounded up to $20.00 and the difference of $2.50 will be the value prompted for a donation.
  • Message - Displays/Enter the message that will comprise the prompt that Clerks/Staff and patrons will see when prompted for a donation. Use the {donation} variable in the message to display the value of the donation. For example, a message entered as .Would you like to round the sale up to the nearest $5 for a donation of {donation} to RSPCA, will display as Would you like to round the sale up to the nearest $5 for a donation of $2.50 to RSPCA.
  • Display on CFD - Select to ensure the Donation prompt is displayed on the Customer Facing Display (CFD).
• UK Gift Aid Enabled - Select to enable.

• UK Gift Aid Enabled continued ...
  • Linked Classification - Displays/Select to open the Search Membership Classifications screen to locate and select the appropriate Classification to assign new to Donors (utilising Members) when created in Touch.
  • Opt-Out Classification - Displays/Select to open the Search Membership Classifications screen to locate and select the appropriate Classification to ensure the UK Gift Aid feature is not triggered when a Member, assigned to the selected Opt-Out Classification, is added to a sale.
  • UK Gift Aid Family - Displays/Select to open the Search Families screen to locate and select the Family of Products to ensure the UK Gift Aid feature is triggered when one of the Products, assigned to the selected UK Gift Aid Family, is added to a sale.
  • Donation PLU - Displays/Select to open the Search Products screen to locate and select the PLU to be applied to UK Gift Aid donations.

What Is Required?      ▲ ▼

• swiftpos v10.70+

When Is It Used?      ▲ ▼

Used configure for the prompting for donations, based on a selected rounding option, to be displayed in Touch and if configured on the Customer Facing Display (CFD). Refer HERE for more information.

End of article.      ▲