Efficiencies in Record Sales

Learn how to efficiently search, filter, and customize the view of your sales records within Sales so that you can easily find what you want.

15 steps

Inside of Sales, click Record Sales.

The upper left will always tell you how many names you are filtered for.

Search for any part of a person's name, grade, or student id number.

All columns are sortable by that data. Click "Grade" to sort in ascending order.

Click "Grade" again to sort in descending order.

Click "Last Name" to sort alphabetically A to Z by last name (this is the default presentation of this data for you.)

Click "Book" to sort your list by the highest number of yearbooks in an order to least. You can do the same to quickly see ad, personalization, and accessory purchasers.

Click Filter in the top right to see easy ways to refine your data.

Refine your list to see just people who have purchase by clicking "Book Buyers".

Refine your list to see just people who may owe a balance to you. The filters are efficient and smart - practice using them.

Combine filters for even more granular data. In this example, we are looking specifically at 12th graders who have not bought the book. Again, the number in the upper left always tells me how many people are in that demographic.

Click "Columns"

Toggle the settings you want to see on or off.

Click "Save"

Lastly, drag the column separators to increase the width of any column.