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Manage Enrolled Student

Manage Enrolled Student: -

This is 4th screen of our Manage Student Module that is Manage Enrolled Student. In this Screen we can manage enrolled Students here in details. Added enrolled students are shown on manage enrolled student page in list view. On clicking on student name, we see the Course history here.

See following image (4.4).  In this you can add new course from here. No need to make new enroll again for the same student. You can see the down fees, balance fees here. Also, kit details image, log sheet details, payment details and follow-up details from here.

Also, you can get receipt of fees paid by student from this page. Following image (4.4) shows list view of enrolled Students.

Field Description: -

  1. Keyword: - This is a filter named keyword filter. You can filter/search enrollment by entering student name or any course name. When u enter any student name or mobile number then it will search that name or number and show you the result related to that entered student name. After entering any keyword, you have to click on search button to search enquiries.
  2. Export to Excel: - This is shown excel sheet symbol on top of the list. By clicking on this icon, you can get excel sheet format of all enroll students.

 

**** 4.4 Manage Enrolled Student Screen ****

How to Access particular Student record: -

You can access any student by just clicking on student name. After clicking on student name, you can see the student’s details as shown in image (4.4.1).

**** 4.4.1 Student Course History Screen ****

 

  • : - following image (4.4.2) shows student kit screen. You have to add products here which your sales to student with quantity of that product.

**** 4.4.2 Student Kit Details ****

Field Description: -

  1. Product Name: - This is field in which you have to select the product name you sale to student. You can add multiple products by clicking on plus icon. If you want to delete then you can delete it by clicking delete icon. This field is mandatory.
  2. Quantity: - This is field in which you have to enter selected product quantity. This field accepts number only. This field is mandatory.

 

View Payment: - following image (4.4.3) shows student payment details screen. You can see the payment history of student here. You can see fees installments of that student with status paid and not paid. Field description given after the following image.

**** 4.4.3 Student Payment Details ****

Field Description: -

  1. Paid Installment (in image see 1st record): - This is 1st installment and which is paid. Hence the status is paid, in view column the receipt is available. For view receipt see image (4.4.3). If that student pays the GST then the column has green tick as shown in image (4.4.4). Because of installment paid follow-up column is blank. Because of installment was paid print icon also available for print the receipt.

 

**** 4.4.4 Student Payment Receipt ****

 

  1. Not Paid Installment (in image see 2nd record): - This is 2nd installment and which is not paid. Hence the status is not paid, in view column the receipt is not available as well as print icon also not available because of installment is not paid. Because of installment is not paid follow-up column is available for take follow-up. In this image follow-up image is in gray color that is this installment is future installment.

 

Follow-up color icon description: -

  1. Yellow color: - yellow color icon shows follow-up details of that installment.
  2. Green Color: - green color icon shows upcoming/current installment details.
  3. Red Color: - red color icon shows past installment details.
  4. Gray Color: - green color icon shows future installments.

 

  1. Pay (GST): - Because of 2nd installment is not paid you can see the plus icon to make payment. On clicking on this icon, you can see the payment page. As shown in image (4.4.5)

 

**** 4.4.5 Student Add Payment Screen ****

Field Description: -

  1. Invoice Due Date: - In this field system shows due date automatically of that installment. This field is mandatory.
  2. Date: - This field shows current date because you doing payment entry for today. This date is payment date.
  3. Enrollment Number: - This is enrollment number. Which is shown automatically by system and it is mandatory.
  4. Student Name: - This shows student name. Which is shown automatically by system and it is mandatory.

 

  1. Course Name: - This shows course name. Which is shown automatically by system and it is mandatory.
  2. Total: - This shows total amount. Which is shown automatically by system and it is mandatory.
  3. Discount: - This shows Discount. Which is shown automatically by system and it is mandatory.
  4. Down Payment: - This shows down payment amount. Which is shown automatically by system and it is mandatory.
  5. Paid: - This shows paid amount. Which is shown automatically by system and it is mandatory.
  6. Balance Amount: - This shows balance amount. Which is shown automatically by system and it is mandatory.
  7. Deposit amount: - In this field you have to enter the amount that student is paying. This field accepts only numbers and it is mandatory.
  8. CGST 9%: - The CGST is automatically calculated on deposit amount entered. This field accepts only numbers and it is mandatory.
  9. SGST 9%: - The SGST is automatically calculated on deposit amount entered. This field accepts only numbers and it is mandatory.
  10. Select Payment Mode: - In this field you have to select payment mode from drop down list. If you select cheque then you have to enter cheque details, if you select credit card then you have to enter credit card details This field is mandatory.
  11. Installments: - If the deposit amount is less than balance amount then it shows remaining amount as a new installment here with status as not paid.
  12. Remaining Amount: - this field shows remaining amount to be paid as per the calculation of balance amount and deposit amount.

Edit Installment: - You can edit installment from here. The edit installment link is right side of the page as sown in image (4.4.3) in blue color. On clicking this link, you can redirect on new window that is edit installment as following image shows edit installment screen. Image (4.4.6)

 

**** 4.4.6 Edit Installment Screen ****

Field Description: -

  1. Select Course (with service tax): - In this field system shows course of student on which he/she paid installment. This field is mandatory.
  2. Paid Type: - In this field you have to select the paid type of fees. The types are one time, installment 5% add and installment 0% add. If you select installment 5% then it will auto calculate the 5% on course fees amount. This field is mandatory.
  3. Course fees: - when you select the course then this field is automatically displaying the course fees. This field is not mandatory.
  4. Discount in % or cash: - when you select the discount in % then discount will calculated in percentage. If you select discount in cash then it will calculate the discount in cash that is in rupees. This field is not mandatory.
  5. Discount coupon code: - If student have any discount coupon code then you can apply it from here. If the coupon code is valid then it is automatically applying the discount if not then it shows error massage. This field is not mandatory.
  6. Net fees (with Tax): - when you select the course, discount then this field is automatically calculating the course net fees. This field is mandatory.
  7. Service Tax (15%): - The service tax is automatically calculated by system on course net fees. This field is not mandatory.
  8. Total Fees: - The total fees are automatically calculated on course net fees and total GST. This amount is excluded tax amount. This field is mandatory.
  9. Down payment (with Tax): - when you select the course, discount then this field is automatically calculating the course down payment fees. This field is mandatory.
  10. Service tax in Down payment (without Tax): - The down payment fees is automatically calculated on course net fees and total GST on down payment. This amount is excluded tax amount. This field is mandatory.
  11. Installment On: - In this field you have to enter an amount on which student gives installments. When you select the number of installments then it shows that number of installments with the equally divided amount. You have to select the installment date with ascending order for each installment. You can change the installment amounts. This field accepts only numbers. This filed is not mandatory.
  12. Number of Installment: - In this field you have to select number of installments. This field accepts only numbers. This filed is not mandatory.

Add New Couse: - You can add new course from student details page if student want to do new course. No need to create new enrollment. On clicking new course column as shown in image (4.4.3) you can add new course for that student. See following image (4.4.7) for add new course. This is same screen when you add new enrollment but the difference is only the student’s details are auto filled when you add new course to the past student.

 

**** 4.4.7 Add New Course Screen ****

Field Description: -

  1. Admission Date: - The admission date is current date always. This field is Mandatory.
  2. Enrollment Number: - The enrollment number is auto generated. If you want to change the number then you can change it. This field is not mandatory.
  3. Contact Number: - You have to enter enroll student Contact number here. This field accepts only numbers no characters and white spaces. This field is mandatory.
  4. Email ID: - In this field you have to enter Students personal email address. The email address should be in proper format. Example-(yourname@gmail.com). This field is not mandatory.
  5.  Qualification: - You have to select student qualification here from dropdown list. This field is not mandatory.
  6. Username: - You have to enter student username for login details. This field accepts only numbers and characters. This field is mandatory.
  7. Password: - You have to enter student password for login details. This field is mandatory.
  8. Photo: - You can upload student photo from here. By clicking browse button you can add student photo. This field is not mandatory.
  9. Current Address: - You have to enter student current address here. This field is mandatory.
  10.  Permanent Address: - You have to enter student permanent address here. This field is not mandatory.
  11.   Date of Birth: - In this field you have to enter birth date.  When you click on this field, the date picker is open and you just select the date. If the selected date and current date gap is less than 18 years then that student is not eligible to take any course. This field is Mandatory.
  12. Course Interested: - In this field you have to select the course that student has interest from course drop down list. This field is mandatory.
  13. Source: - In this field you have to select source from which enquiry has come from down list. This field is mandatory.
  14. Admission Remark: - In this field you have to enter admission remark any query of student you can add. This field is not mandatory.
  15. Select Course (with service tax): - In this field you have to select the course that student want to enroll from course drop down list. This field is mandatory.
  16. Paid Type: - In this field you have to select the paid type of fees. The types are one time, installment 5% add and installment 0% add. If you select installment 5% then it will auto calculate the 5% on course fees amount. This field is mandatory.
  17. Course fees: - when you select the course then this field is automatically displaying the course fees. If you want to change the fees then you can change it. This field is not mandatory.
  18. Discount in % or cash: - when you select the discount in % then discount will calculated in percentage. If you select discount in cash then it will calculate the discount in cash that is in rupees. This field is not mandatory.
  19. Discount coupon code: - If student have any discount coupon code then you can apply it from here. If the coupon code is valid then it is automatically applying the discount if not then it shows error massage. This field is not mandatory.
  20. Net fees (with Tax): - when you select the course, discount then this field is automatically calculating the course net fees. This field is mandatory.
  21. Total GST: - The total GST is automatically calculated on course net fees. This field is not mandatory.
  22. CGST 9%: - The CGST is automatically calculated on course net fees. This field is mandatory.
  23. SGST 9%: - The SGST is automatically calculated on course net fees. This field is mandatory.
  24. Total Fees: - The total fees are automatically calculated on course net fees and total GST. This amount is excluded tax amount. This field is mandatory.
  25. Down payment (with Tax): - when you select the course, discount then this field is automatically calculating the course down payment fees. This field is mandatory.
  26. CGST on down payment 9%: - The CGST on down payment is automatically calculated on course net fees. This field is mandatory.
  27. SGST on down payment 9%: - The SGST on down payment is automatically calculated on course net fees. This field is mandatory.
  28. Down payment (without Tax): - The down payment fees is automatically calculated on course net fees and total GST on down payment. This amount is excluded tax amount. This field is mandatory.
  29. Installment On: - In this field you have to enter an amount on which student gives installments. When you select the number of installments then it shows that number of installments with the equally divided amount. You have to select the installment date with ascending order for each installment. You can change the installment amounts. This field accepts only numbers. This filed is not mandatory.
  30. Number of Installment: - In this field you have to select number of installments. This field accepts only numbers. This filed is not mandatory.
  31.  Select Payment Mode: - In this field you have to select payment mode from drop down list. If you select cheque then you have to enter cheque details, if you select credit card then you have to enter credit card details This field is mandatory.
  32.  Customer GST number (if available): - In this field you have to enter customer GST number if available. This field is mandatory.
  33. Prefer Batch: - In this field you have to select Students education from drop down list. This field is not mandatory.
  34. Total Balance Amount: - The total balance amount is automatically calculated on till how much fees student paid. This amount is included tax amount. This field is mandatory.
  35. Final Amount: - Final amount is same as course net fees amount. This amount is included tax amount. This field is mandatory.
  36. Assigned To: - In this field you have to select staff that you want assign. You can select your name if the lead is yours. This field is mandatory.

Action: - this is column in student details page. In this page you can view the student personal details, course details, student kit issue, fees details and enrollment related details. In this page you can add certificate details and Testimonial details. On clicking action column as shown in image (4.4.3) you can see that student all of this detail. See following image (4.4.8) for action page.

**** 4.4.8 Action Screen ****

Field Description: -

  1. Personal Details: - In this section you can see the student’s personal details.
  2. Course Details: - In this section you can see the student’s course details.
  3. Fees Details: - In this section you can see the student’s fees details.
  4. Action (Enrollment Related): - In this section you have to make action on student log sheet, schedule induction. If this is completed then you have selected the action box, date and counselor name.
  5. Kit Issued Details: - In this section you can see the student’s kit issued details.
  6. Action (Certificate Related) and Action (Testimonial): - This section access is only for center manager and admin.

 

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