Make a Store sale using the Store account

Objective

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Process a Store sale that is not associated with a family account.

Solution

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Use the Store account when processing a Store sale that should not be assigned to a specific family.

1. Navigate to Store > Make Sale.
2. In the Store Details section, confirm Store rather than a specific family is shown.
3. In the Select Store Items, choose the items to be sold. Do not select a Student or Class/Event.
4. Click Save Fee & Pay Now.
5. In the Payment/Credit Transaction Entry pop-up window:
   • Enter the Trans Date
   • Leave the Transaction Type as Payment
   • Select the appropriate Method from the drop-down menu.
6. In the Sale Transaction Fees grid, enter the amount in the Apply Amt column. 
7. Click Save Payment button to save a cash or check payment. 
8. To charge item to a credit card:
   • Click Use New Card button.
   • Enter the card details and Submit ePayment.
   • Click OK to complete the transaction.

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