Distributions are used when Team Members distribute Material Donations to Recipients.
From the Argenta main
menu on the left-hand side of the screen choose Donations and Grants >
Material Donation Distributions.
Click the "Add New" button.
will redirect you to the Add A New Material Donation Distribution screen.
Enter the date of
distribution in the Distribution Date
field. This is a required field.
Next, select the
corresponding Recipient. If the Recipient is already in the system, click the
“Lookup” button and select a Recipient by searching and selecting them. If the
Recipient is not in the system, you can add them by clicking the “Add New”
button (for help see KB Article, Add Material Donation Recipients). This is a required field. The Recipient ID field
will display the ID for the selected Recipient, and their name will be
Next, select the team
member who will distribute the donation from the Distributed By drop-down list. This is a required field.
After reviewing the
information entered, click the “Add Distribution & Enter Items” button to save and be redirected to the Donation Distribution screen.
From here you will enter the details about the item(s) you are distributing. Lets take a look at the fields:
Material Donation Distribution Details:
- Distribution Date, Recipient ID, and Distributed By (our affiliate). These are brought forward from the last screen.
Material Donation Items Distributed:
This is where you will select the items to be distributed. To add an item(s) click the "Add New Item" button.
This will open the Add A Distributed Item screen where you will search for and select an item(s) to add. Once item(s) are added you need to fill in the quantity distributed. Here you will type in a quantity for each of the item(s) you added. Once you have added a quantity for the items select the save icon to save the quantity and move on to the next item.
You can add any related files to this distribution. For help adding files please see KB Article - Add Related Files.
Once all of the details about your distribution have been filled in select the "Save All Changes & Exit" button. The window will close and you will find your Distribution in the
Material Donation Distribution list.