Creating a Donation Product

Collect Donations for a Charity by Creating a Donation Product

Creating a Donation Product allows Sales Associates to collect donations from Customers during the POS checkout process. 

• Example: Your Tasting Room Staff might ask Customers, "Would you be interested in contributing to support local underprivileged children attending science camp? Your full donation of $2, $5, or $10 will directly benefit the kids."

In this Article

Creating a Donation Product

Adding Variants for Different Donation Denominations

Adding the Donation Product to a Collection & POS Profile

Adding the Donation to a POS Order

Reporting & Remitting to the Charity

Creating a Donation Product 

The first step is to create the Product itself.

1. Go to Store > Products.
2. Click the Add Product button.
   
3. Choose the General Merchandise Product Type.
   
4. Give the Product a Title (i.e. 'Donation').
5. Make the Web Status of this Product 'Not Available'. 
   *This is important because if the Web Status is 'Available' (and the in an online Collection), then Customers will be able to add this Donation Product to their Cart on your website.
   
6. Complete all the setup fields accordingly. 
   1. Variant Title: Denomination amount that you'll be collecting (you can add additional Variants after saving the Product).
   2. Price: Amount you'll be collecting for this Variant.
   3. Tax Type: Choose 'Not Taxable'.
   4. Cost of Good and Weight: Enter '0'.
   5. Uncheck the 'Shipped Product' box.
   6. Leave Track Inventory toggled 'off'.
   7. Save Product.
      
      

Adding Variants for Different Donation Denominations

Once you have saved up your initial Donation Product, you can add additional Variants for multiple values (i.e. $2, $5, $10 etc.)

POS staff will be able to choose from these options when selecting the Donation Product.

1. Go to Store > Products.
2. Search for the Donation Product.
3. Scroll to the Variants & Pricing section and click the  Add Variant button.
   
4. In the popup modal, complete the setup fields for each Variant.
    

Adding the Donation Product to a Collection & POS Profile

Now that you've created the Product, you'll need to add it to the applicable POS Collection and POS Profile.

1. Go to Products > Collections.
2. Choose the applicable POS Collection.
   
3. Go to the Products tab and search for and add the Donation Product to the Collection.
   
4. Finally, go to Settings > POS Profiles.
   
5. Choose the applicable Profile and confirm that the Collection with the Donation Product is listed. If not, add it.
   

Adding a Donation to a POS Order

1. Tasting Room Staff will ask Customers if they would like to make a donation.
2. Staff will select the Donation Product from the POS and add it to the Customer's cart.
3. Choose the applicable Variant and add to Cart.
   
4. Check out as you would with any other Product.

Reporting on Donations 

To calculate what needs to be remitted to the Charity, here's what you will do.

1. Go to Reports > Order Reports > Sales by SKU Report.
   
2. Filter to select a date range.
3. Make a note of the total sales for the Donation SKU and remit the collected funds to the charity organization (outside of Commerce7).