Sell merchandise items

1. To add merchandise items to an advance sales order from Sales, select Advance sales. On the Advance Sales page, select the Create order tab and select Merchandise.

To add merchandise items to a daily sales order from Sales, select Daily sales. On the Daily Sales page, select Merchandise.

Tip: While you do not need to associate the sale of merchandise to a patron, we recommend you do so when possible to help track the patron's interests and relationship with your organization.

2. In the SKU/Barcode field, search for and select each merchandise item to add, or enter or scan each item's stock-keeping unit (SKU) or barcode. For information about the Inventory Items Search screen, see Inventory Items Search.

Tip: By default, each item appears with a quantity of 1. If you scan multiples of an item, the quantity for the item automatically updates in the grid. Additionally, you can enter the quantity in the Quantity field before you enter or scan the item. For example, to add two T-shirts, you can enter a quantity of 2 and then add the T-shirt to the order.

Note: This screen displays the standard prices for each item and does not include any applicable discounts or promotions. When you save the merchandise to the order, the order summary updates the prices with any discounts or promotions.

3. To adjust the quantity of an item, such as to sell multiples or to remove a duplicate accidentally added to the order, select the item in the grid, enter the quantity to sell in the Quantity field, and select Update Quantity. For example, to sell two of the same T-shirt, enter the T-shirt one time and update its quantity to “2.”

Tip: To completely remove the total quantity of an item from the order, select Remove in its row in the grid. To quickly remove all items from the order, select Remove all on the action bar.

4. Select Save. You return to the sales order. In the summary, the merchandise items appear.

5. Complete the order as necessary.