School Supplies

Last updated: January 2025

The purpose of this feature is to set up the school supplies offered by the institution. Before proceeding, ensure that the necessary prerequisites, such as Units, Tracks/Strands, Grade Levels, and Subjects, are already configured. Once set up, these supplies can be assigned to students during enlistment and payment, streamlining the process for both administrators and students.

Access and Navigation

To access this module, go to Planning > Finance Setup > School Supplies

If you cannot view the link from the list, check the privilege assigned to your user account or role.

Contact your school’s system administrator to request view or edit access if you cannot access the rights management screen.

Create a New School Supply

• Click + New

• Fill out the necessary details:

  • Type - Specifies the type of school supply

  • Payment Group Fee Type - Changes to the same selected option in the Type field

  • Title - The title of the book or Name - when the type is Non-Book

  • Author - The author of the book or Details - when the type is Non-Book

  • Additional Details - Any additional information about the book

  • Price - The cost of the supply

  • Grade Levels/Strands - Indicates the grade levels or strands to which this supply is applicable. The supply will only appear for the selected levels during enrollment

  • Subject Area - Categorizes the book within a specific subject area or group

  • Subjects - Add subjects only if the book should apply exclusively to students enrolled in special classes

  • Required Toggle Button - School admin can now mark an item as required or not. If toggled on a required, guardians will be unable to deselect a required item in the Step 3 of the Enlistment process, which is the selection of payment scheme and selection of supplies/optionals

If an Item is intended to be applied or viewable by all students within a selected grade level, there is no need to fill out the "Subjects" field.

However, if your school offers differentiated classes, such as "Advanced" and "Regular," it is recommended to populate the "Subjects" field with the specific "Advanced" subject where the item will be utilized. This ensures that the item is assigned appropriately based on the class type.

• Click Add New School Supplies once done

Edit a School Supply

Click the Pencil button of the School Supply you wish to edit. Modify the contents as needed. Click Save Changes once completed.

Delete a School Supply

To delete a school supply, click the Trash Bin icon next to the item you wish to remove. A confirmation pop-up window will appear to verify your action. If you are certain, click Yes, Delete; otherwise, select No to cancel the deletion.