The Costumes Dashboard will provide all the information needed to manage the entire flow of costume orders in one central location.
How to Access the Costumes Dashboard
1. From the left navigation menu, click Classes > Class Admin.
2. Click Reports > Costumes Dashboard.
How to Use the Filters
Use the Search field to find Classes, Costumes, Vendors, or Members.
Use the Customize Filters button to narrow the search by Session, Program, Sub Program, and Class.
Use the dropdown options to search by Active, Past, or All Classes, Location, Reg Status, Vendors, and the Status of the Order(s).
How to Use the Dashboard
The Costumes for each Class will appear on the Dashboard. Each member assigned to the costume will also appear.
Several checkboxes are available to track the progress of the orders. These must be manually updated.
Ordered - When placing an order with the vendor, check the box, and today's date will populate, or edit the date manually.
Received - When receiving an order, check the box, and today's date will populate, or edit the date manually.
Distributed - When distributing the order, check the box and today's date will populate, or edit the date manually.
Invoiced - When "Create a Charge" is completed for the costume, this will automatically populate. Manually check the box if invoicing for the costume in another way, such as a payment plan or manual charge. If using the "Post Charge," option it is not possible to edit the date or create another charge, preventing duplicate charges for the same item. Learn more: How to Post Charges for Costumes.
Returned - For a returned item, check the box, and today's date will populate, or edit the date manually.
Notes - This is a freeform field to add any additional important details.
How to Track the Progress of Orders in Bulk
Options to change the status of multiple items at once are available on the Costumes dashboard. The options are: Mark as all Ordered, Mark as all Received, Mark as all Distributed, Mark as all Invoiced, and Mark as all Returned.
Click the pencil icon on your chosen option.
Select the date the items were ordered.
Click Mark as all Ordered.
Confirm this when the window pops up.
This same process applies for each option, with step 3 clicking the corresponding button.
How to Post Charges from the Costumes Dashboard
From the left navigation menu, click Classes > Class Admin.
Click the Reports tab.
Click the Costumes Dashboard.
Scroll down or use the Search options to find the class you wish to post charges.
Click the Post Charges button.
Select the checkbox for the members' names that need a charge added.
Click the Post Charges button.
Click the Post Charges button on the popup box.
Click OK.
Using this "Post Charges" method results in the 'Invoiced' checkbox on the dashboard being automatically selected and locked. This will avoid duplicate charges.