To create a new sale, select the Create Sale option under the Sales section on the left menu. This page has four sections:
- User: In this section, you can either search for an existing user or create a new user.
- Sale Items: In this section, you can add a single or multiple items. You will have the option to select Program, Drop-In Course, or Miscellaneous. You can also apply a Discount Code if applicable. If the user has any Financial Aid approved for a selected program, it will appear in this section after you have selected the program.
All current and future drop-in courses will be listed on the create sales screen, regardless if it is set to as purchasable, or not purchasable. Only Active status drop-in courses will be listed.
- Billing Address: This section will auto-populate the address for existing users if they have entered in a billing address. If the user is new to the system, then you will need to enter the entire billing address and telephone number unless the user is ONLY purchasing a Drop-In course in which case this section is not required. All purchases, other than Drop-In course, require that all of the billing address fields be completed.
- Sale Type: This section allows you to indicate how you received the sale information. You will have the option to select Email, In Person, Mail, or Telephone.
- Continue: Allows you to move to the next page where you can complete the purchase