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MM V9 Donation Round Up User Manual
Document Revision: 1
User Manual
M&M V9 Donation Round Up v1.x
For Retail Pro 9-Series 9.2, 9.3
Prepare Inventory
Donations are made using items placed on receipts.
The items should be non-inventory items and be non-taxable. ALU should be used to identify the items. For
reporting purposes, you may want to put all donation items in a dedicated DCS.
Since Retail Pro system preferences can be configured to prompt for prices on zero price items, it is best if the
items have a price of 1.00. The price will be replaced at runtime with the donation amount. The donation amount
is always the amount required to round the receipt total up to the next whole dollar (currency) amount.
It is best to place the charity name in the Description1 field and the word Donation in the Description2 field.
More than one charity item can be entered. If more than one is entered, the customer can choose which charity
they want to donate to.
Setup
From Workstation Preferences, click Donation Round Up Setup in the User Interface Plug-ins section. The Setup
screen will be displayed:
Select a subsidiary. Donation information is stored by subsidiary.
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MM V9 Donation Round Up User Manual
Document Revision: 1
Prompt On Tender Entry
If “Prompt For Donation On Tender Entry” is checked, then the cashier is prompted to ask the customer if they
want to make a donation each time the Tender button is clicked.
Otherwise the Make Donation button must be used to make a donation.
Donation Items
Add donation items to the screen by entering the ALU and clicking the Add button or by clicking the Select Items
button.
If Select Items is used a screen is displayed where items can be filtered and then selected.
To remove a donation item, select it and click the Remove button.
Receipts
Prepare a receipt as is normally done.
Prompt On Tender Entry
If “Prompt For Donation On Tender Entry” is checked in Setup, then the cashier is prompted to make a donation
when the tender button is clicked.
Make Donation Button
The Make Donation screen can also be displayed by clicking the Make Donation button:
Make Donation Screen (One Charity)
If only one charity has been entered, the cashier is asked if the customer wants to make a donation to that
charity. The amount and new receipt total are shown.
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MM V9 Donation Round Up User Manual
Document Revision: 1
Make Donation Screen (Multiple Charities)
If multiple charities have been entered, the amount of donation and receipt total with donation are shown.
The cashier should select a charity and click Yes. The donation item with donation amount is added to the
receipt.
The cashier should click No to skip the donation.
Reporting
Reporting on donation amounts can be done with normal Retail Pro sales reports filtered for the donation items.
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