Page 90 - YBA & Layout Pro_2021 Guide
P. 90

YBA > SELL > YEARBOOK SALES ENTRY
            Enter Yearbook Sales

            Check your sales at a glance, enter sales or get a report of how many books you’ve sold—all in one place.


            YEARBOOK SALES OPTIONS
            •  Print Statement
            •  Yearbook Sales Report
            •  Add New Student

            ENTER EXISTING STUDENT
            •  Start by selecting from an existing student from the
             student list. If selecting an existing student that has an
             order, the order number will appear by their name.
            •  Selecting from an existing student will add a sales record to an existing student in the coverage report. The student
             information from the coverage report will be pre-populated and locked.







                                                                                   TO EDIT the information of
                                                                                   an existing student, select edit
                                                                                   student. You will be prompted
                                                                                   with a dialog box that asks, “Are
                                                                                   you sure you want to change this
                                                                                   student’s existing information?”.










            CHANGING AN EXISTING STUDENT’S NAME OR GRADE will detach it from the original student record and create
            a new one. Any contact information that is not the student’s name or grade can be changed or updated without creating
            a duplicate student record in the coverage report. If the first name, last name or grade no longer exactly match what is
            on the attached student record a dialog box will appear stating that this will create a new student in the coverage report.
            Use “Merge Duplicates” in the coverage report to combine records.

























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