Financials Module: Quantity Based Fundraiser

If your Program is running a Fundraiser such as selling Chocolate Bars or Mums, you can track the quantity of the items sold.

How to Set Up a Quantity Based Fundraiser

1. Go to the Financials Module: Fundraising Page
2. Click the "Create new campaign" button
   
   1. *Note: If you need to set up a Campaign for next year, choose the next Academic Year in the dropdown menu.
3. Enter the Name and Description
4. Attach and Documents applicable
5. If applicable, choose a Start and End Date
6. Select Quantity based fundraiser
7. Enter the Amount per Unit cost
8. The Amount each Member should receive from the sale (by percent or by $ Amount)
9. The Cost per Unit (by percent, $ Amount, or Total cost of fundraiser)
10. If applicable, Expectation/Requirement number
11. Click "Save"
12. Once it has been created, scroll down to the Campaign and click "Update"
13. From here you can Add your Members by clicking "Assign to members"
14. Use the filter system to find and Select your Members
15. Click "Add all" or "Add" individually. They will then appear on the left hand side
    1. *Note: Members who have just been Added will have $0.00 listed. As earnings are Logged and Distributed, this number will adjust.

How to Distribute Funds Earned

1. Click the "Earnings" button next to the desired Campaign
2. Depending on how you set up this Campaign, the numbers will be calculated accordingly at the top:
   1. Quantity expected
   2. Quantity sold
      1. *(Tip: Use this field to track how many Items were given to Members to sell, then WAIT to truly Distribute Funds until the end of the Campaign. That way you can change the amount truly sold before Distributing Credits.)
         For Ex. If a Student took 3 boxes of Chocolate to sell, you would enter 3 into the Add quantity sold box. But at the end of the Campaign they had only sold 2 boxes, you would enter a "-1" into the Add quantity sold box to correct the Amount/various Earnings.
         Then Distribute as normal.
   3. Total collected - $ Amount Earned total
   4. Member earned
   5. Remainder - what portion goes towards the Program and not the Member directly
   6. Amount distributed - Credit Amounts that have already been Distributed
3. Next to the Member's Name, enter the Quantity sold in the Add quantity sold column
4. Click "Save update"
5. Click "Distribution mode"
   
6. Select all or by name
7. Click "Distribute" 
8. Click "OK" to confirm that you're ready to give out these Credits
9. You will then see the Amount distributed column update to display the amount Distributed
10. As well as a new line of Credit logged in this Member's Credits on their Ledger Details Page