Shalach Manot Module

Chaver-ware® is proud to announce it’s new Shalach Manot module just in time for Purim 2000. This module is provided to all Chaver-ware® customers currently under contract at NO additional cost. Below are the instructions on using this module. Its purpose is to aid your organization in running a successful Shalach Manot fund raiser with great ease.

To utilize the module you must click on Tasks, Shalach Manot. This will bring up the following screen.

This is what the screen looks like before you have made any entries. The concept behind this process is that you have "Givers" and "Recipients". One "Giver" can give to multiple "Recipients" and one "Recipient" can receive from many "Givers".

To begin the process we choose a "Giver" by clicking on the magnifying glass to the right of the "Select Giver" and then select a "Recipient" by clicking on the magnifier to the right of "Select Recipient". By default the Quantity field is filled in with "1" and the year is filled in with the current year. Either of these items can be changed prior to clicking the "Add" button or hitting Alt-A on your keyboard. This will then add this combination of "Giver" and "Recipient" to the list at the bottom of the screen. The "Giver" name will remain in the left box and you will be ready to select a new "Recipient". Once you have finished one particular "Givers" list, choose a new "Giver" and continue.

Reciprocate Process

The concept of the reciprocate process is that if Family A gives to 10 families and chooses to opt for the reciprocate process, then if Family A has not given to Family B, but Family B has given to Family A, when you run the reciprocate process a new entry will be made for Family A giving to Family B.

Family A is checked off as Reciprocating.

Run the Reciprocal Process, and the new results look like this:

This avoids the embarrassing situation of one person sending to another and not visa versa. The "Giver Reciprocates" is saved in the database for future use as well as current use.

To undo this process you just click the "Clear Recips" button and those entries will be deleted.

Making Category Links

This button is used to make category links to a billable category that has been set up for Shalach Manot billing. The process will allow you to choose the category, and create links for all of the people displayed on the screen. If Family A has given to 10 people, then ONE link will be created with a quantity of 10 in that link. The Category should already be set up with billing information as to dollar amounts and General Ledger information. One this process is complete bills can be generated for Shalach Manot.

Filtering the list

The list can be filtered for easier viewing of the information contained.

You can choose to filter based on one particular "Giver" or one particular "Recipient". You could also view those items specifically created by the "Reciprocate Process"

or you could view those that are NOT created by the "Reciprocate process"

You can also filter for the current year or past years.

Reports

The following are a list of reports available for Shalach Manot. They can be found through the Pre-Defined reports screen. Click on Families and then find Shalach Manot in the list on the top right.

The card enclosure has two Shalach Manot messages which are maintained under the File, Setup screen.