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When working in Daily Sales you may need to add a new constituent record. This is simple to do.
From the Daily Sales screen, we can click on the magnifying glass in the Patron search bar.
We recommend you search for the name of the individual first to ensure they are not already in the database.
Once you have searched and have not found an existing record, we can click the Add button to enter information about the new constituent.
The Add an Individual form appears, and from here we can enter any information about the patron such as name, address, and other info.
Once you have entered the information, simply click Save and the record will be added to the database.
Once the record has been saved, the name of the new patron will automatically appear in the Daily Sales screen so that the order will be
associated with their record. That's all there is to it!