Friday, November 16, 2007

Customers Who Don't Need Materials

For your own custom curricula, and (very rarely) for Kindermusik curricula you sometimes have students who don't need materials (enroll very late in session for example). You can certainly just  modify the charges to $0, but the materials package will still be counted on your "Materials Needed" report.
The best way to handle this is to add a new materials package to the units/curricula you use. Add it in curriculum setup before you create the classes. You can call it "Other" or "None Required", but it will be shown on the public website as a materials option, so you may want to be careful how you describe it. I have put something like "Please contact us if you have unique needs for materials".
Once this is in place, when you have a student who does not get any of the standard packages, you can just "modify" the default materials in their AR page and select this package in the drop down selector, making appropriate notes or pricing changes at the same time. This will take them out of the counts used in your materials report (and show them under "Other").

Remember, for Kindermusik Curricula you are bound by your licensing agreement, so one of the standard materials packages is almost always required...

Gerry