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Record Donation

Work In Progress - Information May Not Be Complete.

You can record cash donations, and donations for "Donation" items, one at a time by selecting the item and the participant, and then entering the amount.

To record a donation, open the Record bid, purchase or donation page and make sure the Donation tab is selected. The default when selecting Bidding/Sales is the Bid tab when coming from the main Event Dashboard menu.

Donation Details

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Select the Item

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An example from a demonstration event.
  1. Click in the Item field to activate the drop-down menu.
    To record a Cash donation, leave the item field blank.
  2. Start typing the item number or name so that a list of items appears. The item list is automatically filtered by Type: Donation, making it easier to find the item you want.
  3. Select the item you are entering a donation for.

Select the Participant

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An example from a demonstration event.
  1. Click in the Participant field to activate the drop-down menu.
  2. Start typing the name so that a list of participants appears.
  3. Select the participant you are entering a donation for.

INFORMATION

Note that you can quickly access more information about the participant by clicking (or hovering over) the eye icon at the end of the "Choose Participant" selector once the participant has been selected. img

Enter the Amount

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An example from a demonstration event.

Enter the Amount fields:

  1. Enter the Quantity;
  2. Enter the Value; and,
  3. Specify amount as quantity and unit price or total amount (default).

Payment

This section allows you to include a payment with the bid/sale, or just record the bid only.

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To just record a bid only, keep the NONE option; otherwise, to record a payment select the appropriate tab, for example, Registered Card tab (if available), Credit Card, Card Reader (if connected), or the Other tab.

Record Donations Sidebar

The Actions sidebar menu is very similar to the Bid tab sidebar menu.

  • Record Donation
    When all of the information for the bid has been entered, click Record Donation. If successful, a green message will appear at the top of the window. img
  • Enforce All Rules
    Clicking this opens a drop-down selector to choose if/when bid rules are applied.
    • Enforce All Rules (default)
    • Suppress All Rules
    • Suppress Once
  • Clear Page
    Clears all of the current information from the fields on the screen.
  • Checks
    Clicking this will open the "Bidding Checks" window. img
  • Pin
    To quickly record multiple bids you can "pin" the item, participant, or amount. See Pinning Fields for more information.
  • Send item won notification
    Enabling this will generate and send a winning bid notification to the participant.
  • Push website notification
    This will send a "toast" pop-up notification to the event website.
  • Automatically advance to the next item
    Enabling this will advance to the next item# after recording the transaction.
  • Hide payment options
    Enabling this option will hide the Payment section.

Bidding

Shortcuts

If you are entering many bids at once, using the keyboard shortcuts may save time.

CTRL + S to record bid
CTRL + B to focus on participant
CTRL + I to focus on item
CTRL + A to focus on amount
CTRL + Q to focus on quantity

See also:

Last reviewed: February 2023
RecordDonation
/bidding_sales/reference_bidding/record_donation/
bidding_sales
reference_bidding
record_donation
Record Donation
The Record Donation dashboard reference.