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Create: Manual Purchase

1. Visit the following URL: https://app.elevatedfundraising.com/

 

Visit the following URL: https://app.elevatedfundraising.com/

 

2. Enter your Email.

 

Enter your Email.

 

3. Provide your Password.

 

Provide your Password.

 

4. Select the Login option.

 

Select the Login option.

 

5. Upon successful login, you will be taken to your Dashboard.

 

Upon successful login, you will be taken to your Dashboard.

 

6. Navigate to the Products section.

 

Navigate to the Products section.

 

7. From the submenu under Products, choose Products once again.

 

From the submenu under Products, choose Products once again.

 

8. Identify the specific Product for which you wish to create a Manual Purchase.

 

Identify the specific Product for which you wish to create a Manual Purchase.

 

9. Click on the Manual option.

 

Click on the Manual option.

 

10. This will redirect you to the Add Sale page.

 

This will redirect you to the Add Sale page.

 

11. Enable the Add New Donor checkbox.

 

Enable the Add New Donor checkbox.

 

12. Enter the Donor’s Name.

 

Enter the Donor's Name.

 

13. Input the Donor’s Phone Number (Please refrain from using characters like dash or period).

 

Input the Donor's Phone Number (Please refrain from using characters like dash or period).

 

14. Specify the quantity of the purchased products by the donor in the Number of Products field.

 

Specify the quantity of the purchased products by the donor in the Number of Products field.

 

15. Mark the “Has Already Been Paid” option if the donor’s payment has been completed.

 

Mark the "Has Already Been Paid" option if the donor's payment has been completed.

 

16. Click on Save & Back.

 

Click on Save & Back.

 

17. Your newly added Manual Purchase will now be visible for review.

 

Your newly added Manual Purchase will now be visible for review.

 

18. To view Product Sales, access the ‘Products’ section in your account interface and locate your desired product.

 

To view Product Sales, access the 'Products' section in your account interface and locate your desired product.

 

19. Scroll to the right and find the ‘Actions’ menu and click on ‘Sales.’

 

Scroll to the right and find the 'Actions' menu and click on 'Sales.'

 

20. You’ll now see a page displaying the sales information for the selected product.

 

You'll now see a page displaying the sales information for the selected product.

 

21. Scroll to the far right for additional details.

 

Scroll to the far right for additional details.

 

22. Look for the ‘Claimed’ field; if it says ‘NO,’ the sales are unclaimed.

 

Look for the 'Claimed' field; if it says 'NO,' the sales are unclaimed.

 

23. To claim the sale, click ‘Mark Claimed.’

 

To claim the sale, click 'Mark Claimed.'

 

24. Upon successful claiming, you’ll receive a confirmation message in green text: ‘Marked as Claimed.’ and the ‘Claimed’ status will change to ‘YES.’

 

Upon successful claiming, you'll receive a confirmation message in green text: 'Marked as Claimed.' and the 'Claimed' status will change to 'YES.'