Create/Manage Item(s) (Pre-Oct 22,2020)

Create/Manage Item(s) (Pre-Oct 22,2020)

Manage Item(s)

  1. Hover over Manage
  2. Click New Item
  3. If blank, enter a Student ID
  4. Enter the item (serial ) number
  5. Create a title for the item
  6. Enter a condition
  7. Enter the amount in the 0.00 format
  8. Select the status
    Items that are checked out will not add to the Students total owed
  9. Select your account codes as needed
  10. Click green + (add) to create the new item


If you need to mass import fees.

  1. Click the download the CSV Template button.
  2. Add your import items to the template file. It is very important that you do NOT change the column headers in the file
  3. Click the Import CSV button
  4. Select the file to be imported
  5. Click Upload



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