Online sales are automatically recorded in eDesign, but you can also record in-school 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 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 the purchase was made earlier in the year or if a parent has an old flyer).
- Add the yearbook, accessories, or any other purchased 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.
- 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.