Build 2_1210
Build date 9-Mar-18

Do you or would you like to raise money for local causes or a well-known charity? Would you like to do your part in helping a community hit by a natural disaster? Are there charities that are meaningful to you and your community that you’d like to support?

If you answered yes to any of these questions, our new Charity Round up feature is designed for you. We’ve integrated charitable giving into Paladin Point of Sale in a way that encourages customers to participate and that makes it easy for you to track donations.

When this feature is set up, a Round up for charity window will appear when you begin the checkout process, and customers will have the option to round up their total purchase to the next dollar amount and donate the difference to charity.

Round up for charity window and Invoice/Quote module background

If the customer agrees to donate, select their preferred charity, and then click Donate or press F8 to add the donation to the invoice and receipt. If the customer does not want to donate, click Skip or press Enter. When the Round up for charity window closes, the checkout process will continue.

You set up the charities that you want to support and select the charity options that customers will choose from. Up to four charities can be offered at one time, and selected charities can be easily changed. Charity information is retained if you turn the feature off and later turn in on again.

How to set up the Charity Round up feature

Turn on the feature

  1. On the File menu, click Setup.
  2. In the Paladin Configuration window, click the Charity tab.
  3. In the Charity Options pane, select the Enable Roundup for Charity tab.
  4. Click Save.

Turn on round up for charity

Add charities

On the Charity tab, you can add pre-defined charities and your own charity choices to the Charities list.

Two pre-defined charities are available:

  • American National Red Cross
  • Children’s Miracle Network Hospitals

To add a pre-defined charity, follow these steps:

  1. In the Charities pane, click New.
  2. In the Charity list, select a pre-defined charity.
  3. Click Save.

Note: You cannot make name or logo changes to a pre-defined charity.

add pre-defined charity

To add a charity that is not pre-defined, follow these steps:

  1. In the Charities pane, click New.
  2. In the Charity box, enter the charity’s name.
  3. Optional: To upload a logo, click Upload, and then browse to the logo image.
    Logos must use one of these image formats:

    • PNG
    • BMP
    • GIF
    • TIF

    JPEG logo images are not supported. If you do not upload a logo, a default heart logo will be used.

  4. Click Save.

Select the charities that will appear at checkout

During the checkout process, in the Round up for Charity window, you can offer customers a choice of up to four charities.

To set the number of charity options that will appear, follow these steps:

  1. In the Charity Options pane, in the Number of active charities list, select a number between one (1) and four (4).
  2. Click Save.

Number of active charities checkbox

A charity will appear in the Round up for Charity window at checkout when it is in an Active charity position in the Charities list. The Number of active charities value determines the number of Active charity positions. These positions are always at the top of the Charities list. You can change a charity’s position by using the up and down arrows.

Example: If the Number of active charities is two (2), then the top two charities in the list will always be Active.

Active charities in charities window

To change a charity’s Status from Inactive to Active, use the up arrow to move it into one of the Active positions.

Buttons to move charities into active and inactive positions

In the Round up for Charity window, Active charities will appear in the same order that they appear in the Charities list.

Ordering charities at checkout

When you have selected and ordered the Active charities, the Round up for charity set up process will be complete, and you can close the Paladin Configuration window.

How to use the Round up for Charity feature to collect donations

In the Invoice/Quote module, when you click Checkout or press F8, the Round up for charity window will appear.

Round up for charity window

Ask the customer if they would like to round up their total and donate the additional amount to charity. Based on their response, you can do these things:

  • If the customer wants to donate the default round up amount, select the customer’s charity choice, and then click Donate or press F8.
  • If the customer wants to donate a different amount, in the Donation Amount box, enter the new amount, select the customer’s charity choice, and then click Donate or press F8.
  • If the customer does not want to donate, click Skip or press Enter.

When a donation is made, after the Round up for charity window closes, this will happen:

  • A note will appear in the Checkout tab.
    Donation on checkout screen
  • In the Invoice/Quote tab, the donation will appear as a charity invoice item.
    Donation on invoice
  • When the purchase is complete, the donation will appear on the receipt.
    Donation on receipt

How to view charitable contribution totals in the Comparative Revenue Reports

Charitable contribution totals will appear in the Comparative Revenue Reports when you itemize revenue by department. Each charity is automatically assigned a unique department number. To view revenue by department, in the Comparative Revenue Report options, select Department from the Detail by list.

Selecting department option in Comparative Revenue Report

In the report, charity totals will be itemized by their department number.
Donations on comparative revenue report

Ace Hardware stores only: Pre-defined charities will have an Ace Hardware part number and will not use the default Charity<number> scheme.

 

If you have questions or suggestions about this information, contact support@paladinpos.com.