Friday, May 8, 2009

Reports

Wanted to share with everyone some information that Shelly Valentine at San Elijo Middle School "accidentally" figured out in terms of reporting when it comes to NON Customer Required items!

When mom, dad, grandparents, etc. go through and buy a non customer required item - the purchaser's first and last name DOES show up on the Sales By Item report under the specific item.

So...if you have a field trip item that is NOT checked as customer required and mom creates an account and buys the item without assigning her child to her account - mom's name shows up on the sales by item report and will be expected to show up on the bus - rather than the student....Right Shelly?? :)

1 comment:

  1. Yes, thats correct! The other conflict is when the parent's name shows up on the "sales by item report" we were able to look up the last name and find the student, however, if they have different last name from the parents - ugh!!
    Just check the "customer required" box on everything!

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