jmc's General Store has your school rocking like the marketing department at Nike and these reports will help you manage it! You have created categories and items complete with pricing in jmc Office. Community members have started ordering merchandise through the General Store portal and orders are rolling into your school.
jmc Office users and account managers will need a way to keep track of it all. Activities Directors will want to keep track of the merchandise heading out of the school and the revenue it is producing. And business managers will want to see the money that is being deposited into school bank accounts so they can allocate the money from the categories into specific expense accounts.
View important order information, sort orders, print and export information to CSV files from jmc Office by heading to General Store > Orders.
Step One: Select a radio button from the "Search By" box to filter the orders listed:
Category: orders for a specific item sold in the store
Order Number: a specific order placed in the store
Account: all orders placed under a user's account
Amount: orders for total amounts over the selected amount
Step Two: Enter the "From" and "To" dates in the appropriate fields to view purchases over a specific period of time or simply click the calendar icons.
Step Three: Click the "Search" button to display orders matching your selected criteria.
Step Four: Click the "Edit" link next to the order number to edit details about a specific order such as the delivered status.
Step Five: Place a checkmark in the "Delivered" checkbox to mark the order as delivered.
Step Six: Click the "Update" link to save changes made to a specific order or click the "Cancel" link to discard your changes.
Helpful Tip: Click the arrow next to an order to view an itemized list of purchased items along with the cost of each item.
Step Seven: Click a column in the grid view to sort purchasing data by one of the following categories:
Status: sort purchases by the delivery status
Order Number: sort purchases by chronological order number
Total Cost: sort purchases by the total cost
Account: sort purchases by account name
Comment: sort purchases by comment
Transaction Date: sort purchases by the date they were processed
Step Eight: Click the user name in the "Account" row to view all purchases and totals for that specific user.
Fun Fact: If users have multiple orders, all orders will show in this window.
Step Nine: Click the Excel icon to export the data to a spreadsheet.