Set Up Funds for eStore Transactions

When a purchase is made on the Cart, a transaction is created in eTapestry. This transaction will usually have multiple splits - one for each Item sold, one for the Shipping fee, and one for Sales Tax.

Each of these splits must be associated with a Fund. Depending on how you have your database set up, the Campaign, Approach and/or Letter fields may also be required. When you set up your Cart, you will have the opportunity to select the value that will be assigned to each of these fields on each split of the purchase transaction.

You may need to create new Funds, Campaigns, Approaches and Letters in eTapestry to correctly track your purchases. For example, you may want to create Funds for "Shipping Fees," "Sales Tax" and "Cart Items," or Approaches for "Cart Purchase" or "Web Sales." You can use whatever names make sense to your organization.

The Transaction Options page of the Cart Preferences dialog allows you to specify the default Fund, Campaign, Approach and Letter to be used for Item, Shipping and Tax splits. You can override this default by setting a different Fund, Campaign, Approach or Letter on and individual Item, however, all Shipping and Tax splits will be created using the values set up on the Transaction Options page.

If you do not specify the Fund values to be used for a transaction, eTapestry will create a new Fund in your database and will apply that fund to the transaction. eTapestry will create a separate Funds for Items, Shipping and Tax.

eTapestry does not automatically create Campaign, Approach or Letter values, even if those are required fields in your database.