NOTE:

An item with an early bird discount up to a specific date, then moves to a higher cost after that date, is probably not a good scenario for a variable cost item. Not to say you couldn't, but probably not the ideal item.


An example of a variable cost item, would be for lost books. Instead of creating numerous book items, where the item may only be attached to a few students, a variable cost item is created, where the actual cost is entered in the SchoolCash Register for each student.


TABLE OF CONTENTS

Item Management Features

Item creation, when a cost will vary, is a two-step process. Item is created in SchoolCash Catalog and attached to required students and establish the cost!

SchoolCash Catalog Figure 1 – Catalog Home Page

View Items Window Features

SchoolCash Catalog Figure 2 – Button Display



SchoolCash Catalog Figure 3 – Catalog Home Page for District Staff



How do I create an Item for a Lost Textbook, when each textbook has a different cost?

Perfect feature to create only one item but allow the cost of the item to vary!

Features:

In some cases, it may be necessary to create an item that has a cost that varies.  Such items could include:

  • Lost textbooks (Each textbook has a different cost)
  • Library fines (Cost of the fine depends on how many days the library book is overdue)
  • Lanyard Replacements (Cost depends on the lanyard style)
  • Student ID card (Cost depends when the card was lost)
  • Special generic “$0.00” item
  • Use SchoolCash Register, Add Additional Item feature to assign the item to selected student(s) 
  • Cost of item is determined during the Add Additional Item process

Step One:

SchoolCash Catalog Figure 4 – Create a New Item Tab


Complete the Create a New Item form

SchoolCash Catalog – Create New Item Display


Basic Steps:

  1. Create the item

TIP:  It is not necessary to add the school year, as that will happen automatically based on the Financials section, School Year selection.

  1. Add Category:
    1. Select Appropriate Category
    2. Enter amount as $0.00.  Why? All lost textbooks have a different value.
  2. Enter an effective date range that matches the entire school year
  3. Limit per person = 1 and the item can NOT contact options and choices.
  4. Preview item, adjust if necessary
  5. Save item

NOTE:  Zero value items cannot be attached through SchoolCash Catalog.  Once item has been added to selected student account, it can be purchased using either SchoolCash Register, or SchoolCash Online.

Step Two:

Switch to SchoolCash Register

Main Menu, My School Store, SchoolCash Register, search for student that needs to be charged for the item, i.e. Lost Textbook

Basic Steps:

  1. Four ways to search for required student:
    1. Enter a portion or entire Student Last Name, First Name in this “wildcard” field, then choose Search button; OR,
    2. Enter entire Student ID field (uploaded from Student Information System), then choose Search button; OR,
    3. Enter a portion or entire Guardian Last Name, First Name in this “wildcard” field, then choose Search button;

For search options a, b & c:

  1. Found set of one, program will open Checkout entry screen;
  2. Found set displays two or more students;
  1. Select checkbox beside the required student,
  2. Click Select button.


d. However, entry in the above-mentioned fields is not necessary, select Search button to display ALL students in school


2.  Select Add Additional Item


3.  Click in Item Name field

4.  Select Lost Textbook from drop-down list of available items


TIP:  Active items will appear in “bold” type.

However, expired items, in “grey” type, may still be selected and attached for payment.  An example of when to attach an expired item would be for a field trip where guardian has missed paying for it.



Step Three

Payment Options:

  1. Collect payment in a “face-to-face” transaction using SchoolCash Register; or,
  2. If the student is not going to pay for the item at the time the item is assigned, select a Payment Action of Outstanding from drop-down list

NOTE:  This payment option allows for the item to be available for payment on SchoolCash Online 



Item Display in SchoolCash Online

Item Display in SchoolCash Register


How to Accept Payment for the Lost Item?

Face-to-face payments can be accepted using SchoolCash Register.

Main Menu, My School Store, SchoolCash Register, search for student that needs to pay for the item, i.e. Lost Textbook

Basic Steps:

  1. Click in Payment Action field to the right of the item name, i.e. Lost Textbook
  2. In Checkout Area, select correct tender type, i.e. Cash
  3. Review popup dialog box information
  4. Select Confirm

What to do if the student finds the item?

If the student finds the item, use payment type “Void Fee” and record the date it was returned in the Comment field.

Main Menu, My School Store, SchoolCash Register, search for student who has found the item, i.e. Lost Textbook

Basic Steps:

  1. Select Item
  2. Select Void Fee in the Payment Action field.
  3. Enter date the textbook was returned in the Comment field
  4. Click Cash in Checkout Area, the system will connect Void Fee and Cash

What to do if the item was mistakenly attached to the student?

If the item is attached to the incorrect student, or the wrong item is attached to the student, use payment type “Delete Fee” and record the date it was deleted in the Comment field.

 

Main Menu, My School Store, SchoolCash Register, search for student who item was incorrectly attached to.

Basic Steps:

  1. Select Item
  2. Select Delete Fee in the Payment Action field.
  3. Enter explanation, i.e. incorrectly added, in the Comment field
  4. Click Cash in Checkout Area, the system will connect Delete Fee and Cash


Additional Resources 

KEV Client Success Video Resource