Note:
- This feature is to be used ONLY to transfer student(s) from one grade to another within the same academic session.
- In order to transfer/promote students to another grade after completion of current academic session, please refer to article How to set up next academic session.
To transfer a single student at a time from one grade to another, please follow below steps:
Go to Admissions > Enrollments.
For the student whom you want to transfer, click on the right most three dotted icon in the column and select "Transfer Enrollment".
Now select the grade in which you want to transfer the student.
Fill the form as per the required information.
Click on"Transfer" button at the bottom of the screen.
System will ask for confirmation on "Invoice Adjustment Method" as Auto/Manual.
Click on "Next"
Make changes/preview the invoice as per your requirement.
Click on "Transfer"
The selected student will be successfully transferred to selected grade.
If Manual Adjustment is selected:
If "Auto Adjustment" is selected
To transfer multiple students at a time from one grade to another, please follow below steps:
- Go to Admissions
- Click on Grade name
- Select one or multiple students
- Click on "Bulk Transfer"
- Select Grade to transfer
- Click on Save
Note:
Manual Invoice update is only available when a single student is transferred from one grade to another.
Auto Invoice update is available on both single/multiple student(s) transfer.
Discounts assigned to a student before transfer is also copied to the grade student is transferred into.
Admission Form template similar fields for both previous and transferred grades are copied, however other fields that are only associated with transferred grade needs to be updated manually.