Recording In-School Sales

Online sales are automatically recorded in eDesign, but you can also record in-school (cash or check) sales manually to keep everything in one place. Here’s how:

• Click Sales — by default you land on the Record Sales tab.
• Find the buyer: Search by last name or grade to filter the name list.
• You can select multiple students at once to record the same sale for a group (e.g., all 12th graders).
• Click Record Sale. A new screen appears to build the cart:
  • Use the Show All Price Points toggle to see historical prices (useful if a parent has an old flyer).
  • Add the yearbook, accessories, or any other items to the cart.
  • Enter a discount code if applicable.
  • Enter payment details and payment method, then click Next Step.
• On the next screen, adjust any personalization details if needed, then click Record Sale.
• After recording, click the student’s name to view a confirmation number and full details of the purchase.
• Use the Columns feature in the upper right to see additional data fields in the buyer list view.