Category: Uncategorized

  eDesign includes a live financial summary in the upper right corner of the Sales area. Here’s how to use it: Look for the barometers in the upper right corner of Sales — one for book sales, one for ad sales (you may see one or neither, depending on your school’s setup). These are live…

  Record Sales lets you see the full purchase history for any buyer. Here’s how to navigate and use them: In Sales > Record Sales, find a buyer’s name and click it to see all of their purchases. Click a confirmation number to open the details for that specific transaction — items purchased, price, personalization,…

  If you find duplicate records for the same person, you can merge them to keep sales data consolidated. The recommended first step is to use the Name List reconcile tool: Name List reconcile (recommended first step): Go to the Name List and click the Reconcile button. eDesign presents online order names that don’t perfectly…

  Create and manage discount codes for yearbook or ad sales from Sales > Sales Setup > Discount Codes. View existing codes, import codes from last year, or click Create New. Code requirements: 4–16 characters, no spaces, not case-sensitive. Codes only need to be unique to your school and current year — you can reuse…

  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…

  eDesign makes it easy to create professional, customized sales flyers right from within the platform. Here’s how: Go to Sales > Sales Setup > Items and Packages and click the Create Sales Flyer button in the upper right. A new tab opens with an interactive flyer builder featuring pre-designed templates. Select your school: Search…

  The best way to get names into the sales record is to upload your school’s full name list. However, if you need to add a single name on the spot, here’s how: In Sales > Record Sales, click the Add Name button. This opens the same name list interface used throughout eDesign. Enter the…

  Once you’ve activated items, set pricing, and built packages, you’re ready to go live. Here’s how to send sales live and verify the parent-facing experience: Go to Sales > Sales Setup > Items and Packages. In the YOC column, check the box next to each item you want to make available for purchase. Unchecking…

  The Items and Packages table gives you detailed controls over everything you’re selling. Here’s what each column does: Order: Drag and drop rows using the handle icon to control the sequence items appear on the YOC. Put your yearbook first. Display Name: The name parents see on the order center. Double-click to edit. Items…

  Packages let you bundle items together so parents can purchase everything in one transaction. Here’s how to create one from Sales > Sales Setup > Items and Packages: Click Create New and enter a display name — this is what parents will see on the order center. Click Add Items and select the items…