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Maintain charity records
When to use it
Use this guide when you need to maintain charity records.
Before you start
- Open Charities from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
Charity contact records are available for donation-related stock adjustments.
Customer and address details are used for orders and customer access. Sending an invitation contacts the selected recipient.
Steps
- Open Sales → Charities and select Add Charity.
- Enter the name, contact person, and phone, then select Save.
- Use Edit to update an existing charity. Check its saved contact details.
- Use Delete only for an incorrect record, review the confirmation, and select Yes, Delete when appropriate.
Screenshot to add: Charities: maintain charity records. Capture filename: images/maintain-charity-records.png.
Restrictions
Creation, editing, and deletion require the matching access. Removing a charity record is not a way to reverse an existing donation.
If something went wrong
After an unclear Save, find the charity by name/contact before adding another. Use Edit → Save to correct supported charity details.
If the wrong charity was deleted, give Sales the original reference and linked donations. There is no restore control described here; agree any recreation before entering another donation. A charity profile edit or deletion does not reverse a stock donation already recorded.
Check the correction
Check the charity's saved identity/contact and any agreed replacement. Review donations made against the earlier record with Inventory separately.