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Products
Admissions & Enrollment
After School Activities
API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
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Product
Product
Product
Products are items or services being purchased from vendors or sold to customers. To configure products, navigate to Finance - Maintenance - Products. You need Contract Full, Contract Read, Finance Full, or Finance Read to access this page.
Note
: Products are ledger specific, but the names need to be unique across all ledgers. If the same product appears in multiple ledgers, name them accordingly.
Example
: The General Ledger has a product called “Credit Card Convenience Fee”. The Summer ledger has a product called “Credit Card Convenience Fee - Summer”.
Name
is the name for the product.
Category
is the category for the product.
Active
indicates if the product will appear as an option on invoices.
This product is sold to customers
allows the product to be specified on AR invoices.
This product is purchased from vendors
allows the product to be specified on AP invoice.
Description is a short description of the product.
Price
is the default purchase or sales price for the product.
Is NSLP
is used to designate that the product is for the National School Lunch Program.
Note
: This field is used by the “Lunch Counts by Date” and “Lunch Totals by
Product Category
” Finance dashboard widgets.
Revenue/Expense Account
is the default account to specify on the invoice when the product is selected.
Note
: You can choose accounts besides revenue or expense. Typically the accounts would be revenue or expense.
Product Type
determines how the product is used.
Default
is used for most products.
Deposit
is originally used for
(Re) Enrollment Contract
deposits.
Note
: There is no functional difference between
Default
and
Deposit
. Both allow specifying a Deposit amount in the left menu. The
Deposit
option is retained for backwards compatibility only. Use
Default
instead.
Discount
is for Summer Camp and POS purchases.
Donation
is for specifying online donations.
Fee (Fixed Amount)
is used for fee products where a fixed amount is applied.
Example
: ECheck convenience fees are usually a fixed amount.
Note
: Permissible values for fees may be subject to state or local regulations.
Fee (Percentage)
is used for fee products where a percentage is applied.
Example
: Credit Card convenience fees are usually a percentage.
Note
: Permissible rates for fees may be subject to state or local regulations.
Example
: late fees are usually a percentage.
See also
(Re) Enrollment Contract
Product Category
Online Donation
AP Invoice
Donation
Ledgers
DAT
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sales@pcreducator.com
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*
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*
select
Administration - Database Manager
Administration - Head of School
Administration - Registrar
Development - Director of Development
Finance - Business Manager
Finance - CFO
IT - Director of Technology
Other - Parent
Other - Staff
Other - Volunteer
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*
Your First Name
*
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*
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*
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User
PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.