|

The Student Wizard is used to enter new Student
information. The Class Wizard and Merchandise Wizard are similar. The
Invoicing Wizard is used for manual invoices (Merchandise sales and
recurring invoices as for monthly dues or membership fees).
Each
wizard is structured the same way. Basic information about the item is
entered on the first panel. In all the wizards, you can press 'Finish'
at this point, and you will have the option to enter another record.
Or, if you wish to add associated information, such as Exams for
Classes, or Class Registrations for Students, press the 'Next'
button.
The
list of links at the left of the wizard identify the available steps.
The listed available steps (such as Registration, or assigning Exams)
are accessible in other windows - sometimes several windows - for use
at a later time.
The only exception to this is adding Invoices. Recurring Invoices are
only generated by the Invoicing Wizard, and while line items can be
added to existing invoices using other windows, new invoices can only
be added using the wizard.
Several of the
related items on the wizard, such as Prerequisites or Instructors, can
be added while using the wizard. All editing is immediately applied, so
if a Requirement is added that restricts students from registration,
the Registration list may become empty.
The next topic discusses adding new records using
the Import and Export to add data from another application.
|