How to Create a Bulk Sale

Note: Bulk Sale should be used to create a PlayerFirst invoice for money collected outside of PlayerFirst or to a multiple-line invoice for a vendor/company

1. Sign in to a PlayerFirst website.

2. On the left navigation, click Sales > Invoices.

3. In the upper right corner, click the Breadcrumb menu.

4. Click Bulk Sale.

5. Invoice Date: Select a date.
   Note: All entries should fall within the same month as the invoice date.

6. Source: Search for and select the company that has the invoicing you are creating the invoice or payment.

7. Paid Externally- Select whether the invoice was Paid Externally or if you are creating an Invoice with an Open Balance or Interbrand Payment.

8. Add Line Items

9. Gross Sales: Type the gross amount for the selected program on the invoice date. Note: Do not divide by quantity.

10. Discounts: How much the gross sale should be reduced by.

11. Quantity: Enter the Total Units that make the gross sale.

12. Program: Select the Program your entry is related to.

13. Servicing Starts (Override)- Date the line item servicing starts if it is not the same as the program dates

14. Servicing Ends (Override)- Date the line item servicing ends if it is not the same as the program dates.

15. Product Category: Select the proper product category or leave as Program Registration

16. Description: Note what the entry is for.

17. Interbrand Program to Expense: N/A for Paid Externally options. Program is suggested but not required for interbrand payments.

18. Click Yes to confirm that, “Once created, the associated invoices will not be editable.”

19. Click the Invoice Number to view the invoice you just created.
    OR

20. Click Start Over to record another External Sale.