7 Ringing up Sales
FIRST: Make sure your terms and conditions are correct.
- Click 'Administration'
- Click 'Templates'
- Click 'Terms'
- Click 'Create'
- Enter a description
- Select whether it goes on Purchase Orders (P0) or Receipts
- Enter Terms and Conditions
- Check with your attorney to make sure your terms and conditions hold up for all legal purposes.
- Click 'Save'
SECOND: Start ringing up the sales.
- Click 'Events'
- Search for the 'Event Name' in which the sale is under
- Click event
- Click 'Member' (bride, groom, etc)
- Click 'Ticket'
- Click 'Add'
- Click 'Sales'
- Enter 'Style'
- Select 'Size'
- Select 'Color'
- Select 'Pick Up', 'Special Order' or 'Layaway'
- Enter any special instructions
- Click 'Save'
- Click 'Adjustment' if you are offering any discounts to the sale
- Click 'Payment' and enter information
- Click 'Save'
- Click 'Receipt'
- Select 'Sign an email' for digital signature or 'Print' for in person signature