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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.
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