Reconciling Order Center Names

How Unreconciled Names Are Created

• When a purchase is made on the Yearbook Order Center, the buyer must associate the sale with a student or staff name.
• If the buyer picks a name from your eDesign name list, the sale is automatically associated in eDesign.
• If the buyer enters a name not found on the list, the sale comes back to eDesign as an unreconciled name that must be manually linked to the correct name record.

Reconciling Names

1. In the Names area of eDesign, look for the reconciliation alert showing the number of unreconciled order center names.
2. Click the alert to open the Reconciliation Wizard.
   • The order center name appears at the top.
   • Your name list appears at the bottom — filtered by default to Likely Matches.
3. Select the correct matching name from the list, then click Combine with Name List Record and confirm.
4. The wizard automatically advances to the next unreconciled name.
5. If the Likely Matches filter doesn’t show the right name, click Show All Names to search the full list.
6. If the student is not in your name list, use Promote to Name List — eDesign creates a new name record and associates the sale with it.