The National Treasurer Donations & Merchandise tools and reports are accessed via the Reports menu inside the extranet. The tools and reports are visible only to the National Treasurer and National Webmaster. The National Treasurer must have BACA Executive extranet access rights and his National position must be set to Treasurer.

In addition to the regular executive reports, the National Treasurer will also see the following items listed:

Clicking on one of these items will display the associated item.

The first item, Donations & Merchandise National Treasurer Help, displays this help page describing the various tools and reports the National Treasurer will use to track and pay orders as well as track payment history

The second item, Donations & Merchandise Orders Pending Payment, lists orders that need to be paid. There are buttons for marking the order paid and, if necessary, delete the order:

The shipping charge for the chapter's order is listed below the shipping email in the shipping information area.

IMPORTANT: A change was made to how the program deals with shipping so, for backward compatability, there will be item shipping listed next to the items as well. Older orders will show a shipping charge per item. Newer orders will show a single shipping charge below the shipping email and the item shipping charges will be $0.00

Click the Paid button to indicate the order has been paid:

Click the Delete button to delete the order:

The only time an order should be deleted is if the purchase has been refunded. This should really never happen since all items are traded for donations and donations are not refundable however, this button gives you the flexibility to deal with the situation should it arise.

Upon clicking the Delete button, the following warning will appear:

Click OK only if the items in the order have been refunded and the Merchandiser has been notified.

The Donations & Merchandise Paid Orders report will show completed orders that have been paid. Note that an order must be complete as well as paid before it will show up on this report. That means that, if there are any items that have not been either shipped and paid or deleted, the order will not show on this report. Therefore it's important for the Merchandiser to make sure all orders are complete.

The Paid Orders report allows you to view paid orders in 3 different ways. The first allows you to view paid orders by current Year to Date. To view this report, select Year to Date from the Month drop down list then click Get Report. Note that the Year drop down list is disabled since the report deals only with the current year.

The second way allows you to view paid orders for a specific month. In this case, select the desired month from the Month drop down list and the desired year from the Year drop down list then click Get Report.

The third way allows you to view an entire year. This report would be used to compare prior year sales. To create this report, select Entire Year from the Month drop down list then select the desired year from the Year drop down list.

Any questions regarding merchandise should be directed to the National Merchandiser. Any questions regarding payments should be directed to the National Treasurer. Bugs or problems affecting functionality of the area should be directed to the National Webmaster.