Advance Sales Process Workflow

The advance sales process consists of three primary steps: Select a patron, Create the order, and Complete the order. During each sales transaction, you select an existing patron record to associate with the order, create a new patron record, or proceed with an anonymous sale. You then select the items being purchased and apply any discounts. Finally, to complete the order, you verify delivery information and accept or defer payment. To access the Advance Sales page to begin an advance sales order, from Sales, select Advance sales.

If you associate the order with a patron, their name and contact information also appear, along with active memberships and constituencies.

As you progress through the sales order, you can always refer to the order summary to view the contents and information included in the order. The summary acts as the patron’s shopping cart and automatically updates as you add items to the order. In the summary, information such as the quantity and price breakdown of each item appears, as well as any fees, taxes, and discounts applied. As necessary, you can edit and remove items from the summary.