Create a new customer record named "Donations"

1. Go to the Information menu and choose Customers.
2. Press F5 on your keyboard to create a new Customer record.
3. Type 'Donations' into the Surname field.
4. Press F10 on the keyboard to commit this new record.

 Create a new payment type named "Donations"

1. Go to the Setup menu and choose Options then click Payment Type.
2. Click Create.
3. Type the name 'Donations' then click OK.
4. Click Apply.

If you use the Accounting Export feature between RetailManager and your MYOB accounting software, proceed to the below task Create a Banking Export group named 'Donations'.

If you do not use the Account Export feature, click OK to exit the options screen. Another window will appear, click OK to that one as well. Skip Create a Banking Export group and proceed to Processing transactions... below.

Create a Banking Export group named "Donations"

You need to create a Banking Export group for the 'Donations' payment type so that when your sales information is exported to your accounting software, the Donation amount does not come across as Income. The correct account that should be adjusted is usually an Expense account, but you should consult with an accountant if unsure.

1. While still in the Options window, click Accounting then click the Banking Export tab.
2. Click Create.
3. When the window appears asking you to name the Banking Export Group, enter the name 'Donations'.
4. In the Account field, enter the number of the Donations account from your MYOB accounting software's 'Account List' as shown in the following example. If you do not have a Donations account in your MYOB accounting software, you will need to create one.
   
5. Click OK.
6. On the next screen, click Apply then click OK.
7. Click OK to the message that appears to exit out of the Options window.

Process transaction to donate stock items

1. Go to the Transactions menu and click Sales.
2. Enter your Staff number and in the Customer field, enter the number of the 'Donations' customer you created earlier.
3. Enter the barcode of the item you are donating into the Code field.
4. Press the Enter or Tab key to move to the Sell field and change the sell price to $0.00.
5. Press the Enter or Tab key to move to the Quantity field and enter the number of items being donated.
6. If multiple items are being donated, repeat steps 3 to 5.

7. In the Payment Details field, choose the 'Donations' payment type and commit the transaction.

Process transaction to donate cash funds

1. Go to the Transactions menu and click Sales.
2. Enter your Staff number and in the Customer field, enter the number of the 'Donations' customer you created earlier.
3. Skip the Code field and move straight to the Payment Details.
4. Select Cash and enter the amount of cash to be donated as a negative number, then click Add.
5. Locate and highlight the Donation payment type. RetailManager will automatically apply the same amount entered in the previous step as a positive number. Click Add.
6. A message will appear asking you to commit the transaction. Click Yes.
7. When performing a 'Cashup/End of Day', you will need to count the money entered against the Donation payment type.

Process transaction to donate a gift voucher

1. Go to the Transactions menu and click Sales.
2. Enter your Staff number and in the Customer field, enter the number of the 'Donations' customer you created earlier.
3. Skip the Code field and move straight to the Payment Details.
4. Select Donation and enter the amount of the gift voucher to be donated as a positive number, then click Add.
5. Locate and highlight the Gift voucher payment type. RetailManager will automatically apply the same amount entered in the previous step as a negative number. Click Add.
6. A message will appear asking you to commit the transaction. Click Yes.
7. When performing a 'Cashup/End of Day', you will need to count the money entered against the Donation payment type.