There is the facility to create multiple enrolment proforma’s/invoices and this is in the “Batch Print”.

The invoice batch print should be run at least once every month to ensure proforma’s are converted to invoices/credits.

Users not printing proforma’s on a “one by one” basis (as enrolment’s are created/amended) should run the batch print on a daily basis.

There is a helpsheet (no.SQL182) which covers this.  Please click on the following link to view or download helpsheet – SQL182.net Invoice Batch Print.doc

Cost values can be added to each Price Item so when items are booked, checks are made to see if the item is being sold below the cost value.

Any commission that has been awarded is taken off the due value and this is then checked against the calculated costs.

If it is found to be below the costs price, then the due value will be highlighted in red in the enrolment or group finance details…

There is a helpsheet (no.SQL217) which cover …

Availability enables the setting of daily/weekly limits for a product group, so for example a “Home Stay” group (which links all the home stay accommodation Price items together) could be used to stop over booking occurring on particular days or weeks. Similarly, a residence which has finite space could have limits set to prevent over booking.

The Availability function also allows “Minimum” and “Maximums” to be set.

There is a helpsheet (no.SQ172) which covers this.  Please click on the following link to …

A Promotion is an additional incentive for selected agents and products, typically for a temporary period of time.

The promotion value which appears as a separate line on the invoice is potentially extra to an Agents’ existing discount/commission.  It appears separately in statistics (as a price item)  and each promotion can be charged to a different accounting code.

Note: Group bookings are excluded from promotions

The Promotion can be applied to both “Net and “Gross” agent types.

There are three Promotion types:

Additional percentage Discount/Commission

Additional …

When a price item is entered into an enrolment which also has a Linked Item, the Linked Item is automatically entered by the system at the same time.

E.g. When a student books ‘Home Stay Twin B&B’ accommodation they are also charged an Accommodation Placement Fee.

There is a helpsheet (no.HS134) which cover this.  Please click on the following link to view or download helpsheet – HS134 Price List Maintenance – Linked Items.docx  or please watch the video below demonstrating this process.

The merge code needs to be added to the master financial document to pick up the receipt value.

There is a helpsheet (no.SQL124) which covers this.  Please click on the link to view or download helpsheet – SQL124.net Receipt value on invoices.doc

Within Class you can create many different currency types that you deal with at the school.

There is a helpsheet (no.SQL128) which covers this.  Please click on the following link to view or download helspheet – SQL128.net Currencies.doc

You do not need to create new price items, you simply go into the existing price item and add the date the new price takes effect from along with the new prices.

This could also be used when prices increase during the summer months.

There is a helpsheet (no.SQL123) which covers this.  Please click on the following link to view or download helpsheet – SQL123.net Price Changes – Master Price List.doc

Yes, you can create packages within Class.

These are built up using price items in you master price list.

You can create two types of packages

Using package pricing, so therefore sold at a package price.
Non package pricing, sold using single price elements that the package is made up of.

There is a helpsheet (no.SQL065) which covers this.  Please click on the following link to view or download helpsheet – SQL065.net Setting up Packages.doc

The master price list is your “Gross Price” items.

A master price list item is required for every element in the price list before creating the item within the sub-price list.

There is a helpsheet (no.SQL034) which covers this.  Please click the following link to view or download helpsheet – SQL034.net Price List – adding items.docx