View or Print a Course Roster

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• Sell a Course to a Customer - Video

  To book a student into a course - to sign them up - you will sell the course in Point of Sale. 1. To sell a course you will begin by bringing up the customer who is paying in Point of Sale. In the case of multiple students signing up at once, each ...

• View a Trip Manifest

  To view a comprehensive list of the customers involved in a trip, their contact information, and their reserved options, go to Trips > Travel > Manage Travel. Search for trip then click the Manifest icon. If you prefer a summary view, click the trips ...

• Create a Course

  A course requires a defined start and end date, at least one session, and a specific number of available spaces. You will create a unique course part for each set of sessions or course offering. Note: Once you have the first course created, ...

• Print Customer's Accounts Receivable Statement

  Notes on A/R Statements: A/R statements are formatted for window envelopes if you wish to print and mail your statements. You can print statements for all customers with balances, or choose to print a statement for a specific customer. Statements can ...

• Print Only One Label While Receiving Multiple Parts

  If you would prefer to print a single label while receiving multiple quantities of a product, you can turn off "Print Label for Each Item in Stock" in its part details page. Office > Inventory > Products > Manage Products; search for the item and ...