Introduction
This feature enables you to offer scholarships or concessions to your students/applicants. Students/applicants can apply for concessions/scholarships during fee payments, and once they apply a concession/scholarship to a fee, the total fee applicable for them gets reduced.
Here are the steps you need to take to enable scholarships/concessions for your students/applicants:
Step 1: Create Scholarship/Concession
Navigation:
Menu -> Fee Setup -> Manage Discounts & Concessions -> Add Discount / Concession
After clicking on the Add Discount / Concession button, you will be required to fill in the following fields:
- Coupon Type: Choose Scholarship/Concession among the available options.
- Fill in the details in the fields that follow similar to what you are used to while creating discounts.
Once you've filled in the required fields, click on the "Save & Assign the Fee" button. This action will redirect you to the Discounts & Concessions Workflow page.
Step 2: Define a workflow for Scholarship/Concession
Navigation:
Menu -> Fee Setup -> Manage Workflow -> Add Workflow
Associating a scholarship/concession with a workflow allows you to automatically assign that scholarship/concession to students/applicants or fees that meet the conditions set in the workflow.
After clicking on the Add Workflow button, you will be required to fill in the following fields:
- Workflow Title: Enter a name for the workflow.
- Workflow Type: Select Discount/Concession.
- Status: Use the toggle to activate/deactivate the workflow.
After clicking on the Save & Continue button, you'll be redirected to the Discount & Concession Conditions page.
Click on the Add New Conditions button to configure conditions and actions for the workflow:
- Configuring Conditions:
- Multiple conditions can be added within a single block. From the top, select “All” to execute the actions if all the specified conditions are met. Select “Any” to execute the actions if any of the specified conditions are met.
- Select field: Choose either "Fee connect" or a field from the available custom fields. Note that only fields set as dropdown fields will be available for selection.
- Select Operator: Select an operator amongst the available ones in the dropdown.
- Select Value: Choose the value for the condition from the dropdown. If "Fee connect" is selected, you can select all fee connects for the available years or manually select individual fee connects. If a custom field is selected, you may choose one or multiple options from the dropdown.
- You can click on the “+” icon on the right to add a new condition.
- Configuring Actions:
- Select the discount coupon: Choose one or multiple discounts/concessions from the dropdown.
- Discount Coupon applicable on: Select either All Fee Heads or Specific Fee Head. As the name suggests, selecting “All Fee Heads” would apply the discount/concession across all the fee heads that are included in the fees. Selecting “Specific Fee Head” allows you to choose what all fee heads/amount fields you would like the discount/concession to apply to.
Step 3: Enable Scholarships/Concessions for Fees
Navigation:
Menu -> Fee Setup -> Fee Connect -> Click on the fee that you would like to apply scholarship/concession to.
After clicking on the fee, you'll be able to view its configuration.
On the right-hand side, simply enable the toggle for "Enable Discount/Concession" to activate discounts/concessions on the fees.
After enabling, the text beneath "Enable Discount/Concession" will indicate the number of discount/concession workflows matched. Hovering over this text will display the names of the workflows.
Applicants’ View
For illustration purposes, let's consider a fee assigned to an applicant that satisfies the conditions of a workflow associated with a concession.
On the checkout page, to apply a scholarship/concession, the student/applicant needs to click on the "Apply Discount/Concession" button.
A list of available concessions and discounts will be shown. The applicant can then click on the "Apply" button next to the discount/concession they'd like to apply.
After applying the available concession, the Net Payable Amount gets updated. The student/applicant can also apply available discounts after applying scholarships/concessions.