Donations

I would like to know this as well.

M Kalmus

What we have done is to create a reason code for charitable giving. Then we adjust the quantity on hand manually making sure it posts to the correct reason code. At the end of the month we do a report on the reason code and enter the amount into the accounting program. We have reason codes set up for numerous things like items taken for store use, etc. It works very well to keep track of inventory being used for any purpose. Craig

Thank you Craig and "convoluted" for giving me some great answers.

Craig - to expand > What we have done is to create a reason code for charitable giving. Then we

Teri, You would do it in manager in the item properties window. Go to the Inventory tab and in the upper left hand corner you will see the On-hand quantity. Change the quantity to whatever you will have left after you donate. It will bring a window up with the reason codes you have set up for inventory adjustments (I have RMS configured to require reason codes). Pick the reason code you have set up for charitable giving and hit enter. Whenever you want to know the total(monthly, weekly, etc.) Do a 'item movement history' report and it will give you the total for the time frame in your filter. The default report that ships with RMS doesn't give you the cost just quantity so in order for this information to be of any use you will need to download 'item movement history with cost' from customersource report library. I have used reason codes to simplify many of my daily inventory movements and at the end of every month I do a report on each of my reason codes and enter the info into Quickbooks. Craig

Generally what I have our clients do is something similar to what Jennifer said.

setup a customer account that is Non-taxed, and has 100% discount in the customer properties. Ring up the items that are being donated and Set Customer to the donations customer account created above. When you tender the transaction the total due is $0.00 because of the 100% discount and the items are removed from inventoroy. Now you can run a sales report for this donation customer and see all the inventory sold to donations.

This would allow all cashiers to sell to the donations customer. so if this is absolutely a no-no in your store, then the manual quantity adjustment with reason codes is a better solution. Remember, in a sales report you are able to see who the cashier was.

~Andy Miller - RVP Bus> The way we do it is to create an account for the donation, ring it up as