{"id":19071,"date":"2023-04-13T11:03:43","date_gmt":"2023-04-13T15:03:43","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=19071"},"modified":"2023-06-14T15:54:02","modified_gmt":"2023-06-14T19:54:02","slug":"round-up-donations","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/round-up-donations\/","title":{"rendered":"Round Up Donations"},"content":{"rendered":"\n<p>In Artisan, it&#8217;s possible to collect round-up donations. With this in place, Artisan will round the sale up to the nearest dollar amount. This is useful if you offer customers the option to donate to a charity. Read this article to learn how to collect round-up donations.<\/p>\n<hr \/>\n<h3><strong>Item Record<\/strong><\/h3>\n<p>Create a new Item Record.<\/p>\n<p>Enter an Item Description &#8211; we recommend putting the words &#8220;<strong>Round Up<\/strong>&#8221; somewhere in the title to make it easier to search for.\u00a0<\/p>\n<p>Enter an Item Code (or leave this field blank and have Artisan assign a code for you if you have that enabled). Again, we recommend making this easily identifiable by adding something similar to &#8220;<strong>Round Up<\/strong>,&#8221; like the initials &#8220;<strong>RU<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h48_45.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-19073 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h48_45.png\" alt=\"\" width=\"730\" height=\"656\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h48_45.png 760w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h48_45-300x270.png 300w\" sizes=\"auto, (max-width: 730px) 100vw, 730px\" \/><\/a><\/p>\n<p>Select a category for this Item Record. The category MUST be set to <strong>non-taxable<\/strong> and <strong>non-sales<\/strong>, as pictured below.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h46_17.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-19074 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h46_17.png\" alt=\"\" width=\"724\" height=\"533\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h46_17.png 769w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h46_17-300x221.png 300w\" sizes=\"auto, (max-width: 724px) 100vw, 724px\" \/><\/a><\/p>\n<p>In the Item Record, select &#8220;<strong>Round Up Sales Total<\/strong>&#8221; as the &#8220;<strong>Pricing Model<\/strong>.&#8221;<\/p>\n<p>Make sure &#8220;<strong>Inventory Tracking<\/strong>&#8221; is set to &#8220;<strong>Off<\/strong>.&#8221; Save the record.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h48_45.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-19073 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h48_45.png\" alt=\"\" width=\"685\" height=\"615\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h48_45.png 760w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h48_45-300x270.png 300w\" sizes=\"auto, (max-width: 685px) 100vw, 685px\" \/><\/a><\/p>\n<hr \/>\n<h3><strong>Sales Screen<\/strong><\/h3>\n<p>On the Sales Screen, select your customer and enter the item(s) they are purchasing (by scanning the barcode, typing the Item Code, searching for the item, etc).\u00a0<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h56_31.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-19076 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h56_31.png\" alt=\"\" width=\"821\" height=\"529\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h56_31.png 1226w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h56_31-300x193.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h56_31-1024x660.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h56_31-768x495.png 768w\" sizes=\"auto, (max-width: 821px) 100vw, 821px\" \/><\/a><\/p>\n<p>Add your Round Up item record to the sale.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h57_43-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19078\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h57_43-1.png\" alt=\"\" width=\"1223\" height=\"789\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h57_43-1.png 1223w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h57_43-1-300x194.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h57_43-1-1024x661.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_08h57_43-1-768x495.png 768w\" sizes=\"auto, (max-width: 1223px) 100vw, 1223px\" \/><\/a><\/p>\n<p>Notice that Artisan rounds the sale up to the next dollar amount. A sale that was originally priced at $13.90 is now $14.00.<\/p>\n<p>Here is another example, this time with a few items added.<\/p>\n<p>Before the donation item is added:<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h01_37.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19080\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h01_37.png\" alt=\"\" width=\"1223\" height=\"791\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h01_37.png 1223w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h01_37-300x194.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h01_37-1024x662.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h01_37-768x497.png 768w\" sizes=\"auto, (max-width: 1223px) 100vw, 1223px\" \/><\/a><\/p>\n<p>After the donation item is added:<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h02_09.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19081\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h02_09.png\" alt=\"\" width=\"1223\" height=\"792\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h02_09.png 1223w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h02_09-300x194.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h02_09-1024x663.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/04\/2023-04-13_11h02_09-768x497.png 768w\" sizes=\"auto, (max-width: 1223px) 100vw, 1223px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Artisan, it&#8217;s possible to collect round-up donations. With this in place, Artisan will round the sale up to the nearest dollar amount. This is useful if you offer customers the option to donate to a charity. Read this article to learn how to collect round-up donations. Item Record Create&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[324,287],"ht-kb-tag":[],"class_list":["post-19071","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-item-records","ht_kb_category-sales-and-orders"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/19071","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=19071"}],"version-history":[{"count":6,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/19071\/revisions"}],"predecessor-version":[{"id":19085,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/19071\/revisions\/19085"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=19071"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=19071"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=19071"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}