Nonprofit organizations exist to support and raise funds and in
some cases Materials for a specific purpose. A donation is a gift made by an
individual, household or organization to a nonprofit. Argenta has a Donation
Management System built in to help you track and run reports on your material
To access the Material Donation Management system, from the
Argenta dahboard on the left-hand side of any screen, select Donations and Grants > Material Donations.
When the page loads, The Material Donation List displays all the
material donations that have been made to your organization. There are many
things you can do on this screen.
Access Material Donation Classification Codes
Material donation classification codes can be accessed from the Argenta dashboard on the left-hand side of any screen by selecting Classification Codes. To add or delete codes please refer to KB article, Working with Donation Categories.
View The Total Number of Records and/or Total Dollar Value
Above every list is a label that displays the total of all items
currently displayed in the list. If you filter the list by specific criteria,
the totals will change to reflect the filter. This is a very quick and easy way
to count or sum list items.
Search The List
Enter key phrases into the search field to search the list.
Material donations can be searched by the donor’s id, donor's name and the
Advance Search and/or Filter The List
For information on how to filter material donations see KB
Article, Filter Material Donations.
Export The List To Excel
Argenta is complete with many reports, charts, graphs and
statements, but it may be necessary to manipulate your own data. You can do
that by exporting to Excel. Every List in Argenta has an "Export To
Excel" button above the list. Clicking the button exports the data
currently displayed in the list to Microsoft Excel. If you have filtered the
data by specific criteria, only the result set will be exported.
Sort The List
Click on any list header to sort the list by that field. Sorting
the list can give you a visual overview of your data or help you find something
Add A New Material Donation
Click the "Add New" button above the list to add a new
material donation. For information on how to add material donations see KB
Article, Add Material Donations.
Update Material Donation Details
To open a material donation record so you can view or update the
details, click the corresponding View Update Icon in the
list. For information on how to update material donations see KB
Article, View and/or Update Material Donations.
To delete a material donation, click the corresponding Delete
Icon in the list. Confirm you want to delete the record. The record
will be deleted and disappear from the list.