Donation Module - Revision history

N.paul: /* Creation of a Donation */

2024-12-13T05:53:14Z

Creation of a Donation

← Older revision		Revision as of 07:53, 13 December 2024
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	= Creation of a Donation =		= Creation of a Donation =
	'''Billing''' menu need to be selected for proceeding with the process of creating donation card. '''New donation''' option need to be selected. All the required criteria need to be filled for keeping all the important information related to the donation.		'''Billing''' menu need to be selected for proceeding with the process of creating donation card. '''New donation''' option need to be selected. All the required criteria need to be filled for keeping all the important information related to the donation that your organization has received.

N.paul: /* Modifying a donation */

2024-12-13T05:43:07Z

Modifying a donation

← Older revision		Revision as of 07:43, 13 December 2024
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	= Modifying a donation =		= Modifying a donation =
	The ~~loan~~ can be modified by going to the donation record. The option called '''modify''' need to be clicked for modifying the record. After modifying the donation record, the users need to press '''save'''. Tactic will update the donation record.		The donation can be modified by going to the donation record. The option called '''modify''' need to be clicked for modifying the record. After modifying the donation record, the users need to press '''save'''. Tactic will update the donation record.


	[[File:Donation_4.PNG\|center\|link=]]		[[File:Donation_4.PNG\|center\|link=]]


	= Cancelling a donation =		= Cancelling a donation =

N.paul: /* Introduction */

2024-12-13T05:40:20Z

Introduction

← Older revision		Revision as of 07:40, 13 December 2024
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	= Introduction =		= Introduction =
	''Donation is an integrated part of an established organisation. All types of organisations, such as a large, medium and a small, look forward to ~~donate~~ for ~~enhancing their social image~~. Hence, it is important for the organisations to keep a record of their donations. Tactic helps the users in keeping a record of the donations with the help of donation module.'' The “Billing” menu of Tactic provides the opportunity of creating Donation related records effectively within a few easy steps.		''Donation is an integrated part of an established organisation. All types of organisations, such as a large, medium and a small, and especially NGOs look forward to receive donations for multiple reasons. Hence, it is important for the organisations to keep a record of their donations reception. Tactic helps the users in keeping a record of the donations with the help of donation module.'' The “Billing” menu of Tactic provides the opportunity of creating Donation related records effectively within a few easy steps.

	= Installation =		= Installation =

N.paul: /* Adding projects */

2022-12-26T08:56:23Z

Adding projects

← Older revision		Revision as of 10:56, 26 December 2022
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	Commerce menu (from main menu) -> Donations -> list -> choose the concerned donation -> click on “modify” -> fill the project field by clicking on the drop-down menu -> Save. The donation will be updated with projects.		Commerce menu (from main menu) -> Donations -> list -> choose the concerned donation -> click on “modify” -> fill the project field by clicking on the drop-down menu -> Save. The donation will be updated with projects.

			Step 1


			[[File:Projects_in_donation_1.PNG\|center\|link=]]


			Step 2


			[[File:Projects_in_donation_2.PNG\|center\|link=]]


			Step 3


			[[File:Projects_in_donation_3.PNG\|center\|link=]]

	= Modifying a donation =		= Modifying a donation =

N.paul: /* Modifying a donation */

2022-12-23T07:09:28Z

Modifying a donation

← Older revision		Revision as of 09:09, 23 December 2022
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	[[File:Donation_4.PNG\|center\|link=]]		[[File:Donation_4.PNG\|center\|link=]]


			= Cancelling a donation =
			For cancelling a donation, you need to go to billing/payment menu (from main menu) -> donations -> list -> choose the donation -> click on cancel -> the donation will be cancelled with the completion of this step.

	= Deleting a donation =		= Deleting a donation =
	Clicking on the '''Delete''' option after going to the donation card is enough to delete the donation card.		Clicking on the '''Delete''' option after going to the donation card is enough to delete the donation card.

N.paul: /* Creation of a Donation */

2022-12-23T06:18:44Z

Creation of a Donation

← Older revision		Revision as of 08:18, 23 December 2022
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	[[File:Donation_3.PNG\|center\|link=]]		[[File:Donation_3.PNG\|center\|link=]]


			== Adding projects ==
			If any of your donation is a part of one of your projects, then you can add the project to the donation card. For adding the project to a donation, you need to follow few steps, which are mentioned below,

			Commerce menu (from main menu) -> Donations -> list -> choose the concerned donation -> click on “modify” -> fill the project field by clicking on the drop-down menu -> Save. The donation will be updated with projects.

	= Modifying a donation =		= Modifying a donation =

N.paul: /* Setup */

2022-11-21T07:53:18Z

Setup

← Older revision		Revision as of 09:53, 21 November 2022
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	There is no need of installing this module, as it is already included within Tactic services.		There is no need of installing this module, as it is already included within Tactic services.
	= Setup =		= Setup =
	For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access setup.		For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: '''Home –> Setup – > Module'''. The users then need to click on '''Activate'''. The modules will be activated after completing this step. The settings icon {{#fas:cog}} will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

	= Creation of a Donation =		= Creation of a Donation =

N.paul at 10:26, 1 July 2022

2022-07-01T10:26:30Z

← Older revision		Revision as of 12:26, 1 July 2022
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	[[File:Donation_1.PNG\|center]]		[[File:Donation_1.PNG\|center\|link=]]



	[[File:Donation_2.PNG\|center]]		[[File:Donation_2.PNG\|center\|link=]]



	[[File:Donation_3.PNG\|center]]		[[File:Donation_3.PNG\|center\|link=]]

	= Modifying a donation =		= Modifying a donation =
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	[[File:Donation_4.PNG\|center]]		[[File:Donation_4.PNG\|center\|link=]]

	= Deleting a donation =		= Deleting a donation =
	Clicking on the '''Delete''' option after going to the donation card is enough to delete the donation card.		Clicking on the '''Delete''' option after going to the donation card is enough to delete the donation card.

Admin: /* Modifying a donation */

2022-04-19T09:57:51Z

Modifying a donation

← Older revision		Revision as of 11:57, 19 April 2022
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	= Modifying a donation =		= Modifying a donation =
	The loan can be modified by going to the donation record. The option called '''modify''' need to be clicked for modifying the record. After modifying the donation record, the users need to press '''save'''. Tactic will update the donation record.		The loan can be modified by going to the donation record. The option called '''modify''' need to be clicked for modifying the record. After modifying the donation record, the users need to press '''save'''. Tactic will update the donation record.


			[[File:Donation_4.PNG\|center]]

	= Deleting a donation =		= Deleting a donation =
	Clicking on the '''Delete''' option after going to the donation card is enough to delete the donation card.		Clicking on the '''Delete''' option after going to the donation card is enough to delete the donation card.

Admin: /* Creation of a Donation */

2022-04-19T09:56:52Z

Creation of a Donation

@@ Line 8: / Line 8: @@
 = Creation of a Donation =
 '''Billing''' menu need to be selected for proceeding with the process of creating donation card. '''New donation''' option need to be selected. All the required criteria need to be filled for keeping all the important information related to the donation.
 = Modifying a donation =
 The loan can be modified by going to the donation record. The option called '''modify''' need to be clicked for modifying the record. After modifying the donation record, the users need to press '''save'''. Tactic will update the donation record.