Charity Round Up

From Rts
Revision as of 18:59, 11 November 2019 by JacobS (talk | contribs)
Jump to: navigation, search

RTS allows you to set up a prompt to round up a transaction to the nearest dollar, and donate that amount to a Charity or other fund.

Setting Up a Charity Round Up

There are two main steps to setting up a Charity round up. The first is creating the item that RTS will use to track the amount donated to Charity. This item is also what you will need to look for in your reports to find out how much has been donated. The second step is creating the charity button for the selling screen, and associating the item with it.

Adding an item to Track the Amount Donated

  1. Navigate to Setup -> Concession -> Items
  2. Press Add
  3. Enter a name for the Charity Item. We recomend using "[Charity Name] Donation"
  4. Go into the Subtotal Tab of the Item Settings window.
  5. Press Edit Subtotals
  6. In the window that pops up, press Add
  7. Enter [Charity Name] Donation as the name, and press OK
  8. Highlight [Charity Name] Donation in the Subtotals List.
  9. Set the Setting in the upper right-hand corner of the screen to Revenue
  10. Press Save
  11. Highlight [Charity Name] Donation in the list
  12. Press Save

Creating the Round up

  1. Navigate to Setup -> Selling -> Charity Round Up
  2. Press Add under the Charity Box on the left-hand side of the screen.
  3. Enter a name you want to be displayed on the selling screen for the Charity.
  4. Highlight the charity you just added in the Charity List
  5. In the Sales Items box on the right-hand side of the screen, select the item you added earlier to track the amount donated.
  6. Press Save

Rts setup selling charityRoundUp.png

Using the Charity Round Up

Selling a Round Up

Once you have set up a Charity Round Up, you will receive a popup when you finish a transaction asking you to select which charity you would like to donate to. If your customer declines, there is a No Round Up Option.

Rts selling charityRoundUp.png

Disabling a Charity

If you want to temporarily disable a Charity, but not delete it, you can unselect it in the Charity Round Up Configuration setting. To do this:

  1. Navigate to Setup -> Selling -> Charity Round Up
  2. Highlight the charity in the Charity List on the left-hand side of the window
  3. Select the Charity from the list again to deselect it.
  4. Press Save