Enrole - Sales Desk: Create a Subsession Order

Create a Subsession Order via the Sales Desk

Students will not be able to register for conflicting sub-sessions scheduled at the same time. In-house staff can register students for sub-sessions that do conflict at the same time via the Sales Desk. In-house staff can also register students via the Sales Desk at the time the main order is placed or after the main order has been placed. NOTE: Students will not be able to register themselves after the main order has been placed.

Registrations places at the SAME TIME as the Main Order:

Search or Create a New student records using the People section under the Sales Desk. Click Add to Cart.

Use the Sessions section under the Sales Desk to search for the Main Session. Click Add to Cart.

Click on Cart in the top right-hand corner. You will be redirected to the Shopping Cart screen where the Attendees and Sessions are listed.

Click on the blue “Sub-Sessions Available” link. NOTE: For Sessions with available sub-sessions, the blue link will appear under the Session column.

A pop-up window will appear with a list of “Available Sub-sessions”. Click on the box next to the sub-session(s) to select and add them to the Cart. NOTE: You will be able to register students for time conflicting Sub-sessions. A message will appear in blue at the top of the pop-up window warning you. NOTE: When selecting sub-sessions, they will automatically add to the Cart and will appear under the Main Session.

The Sub-session(s) now appear in the Cart but notice the Fee Code is showing $100.00 for each sub-session for a Total of $300.00. If your sub-session(s) are structured to take Fee(s) at the Main Session level and the Sub-sessions are free ($0.00), you will need to change the Fee Code.

Click on the button in the Fee Code column to select different pricing. NOTE: Total amounts will automatically update.

Now the Fee Code is $0.00, and the Total is $100.00.

Continue the Check Out process until you reach the Payment/Receipt screen, then click Continue to Sales Desk or Print Receipt.

Registrations placed AFTER the Main Order:

Search for the student’s main order using the Orders section from the left menu under Sales Desk. Click on the Order ID to open the record.

Click on Sub Order Add from the left menu

The Sub Order Add pop-up box will appear. Check the box next to the desired Sub-Session(s). NOTE: The Fee may need to be changed if your sub-session(s) are set up as “Free” ($0.00) with the Fees being taken at the Main Session.

Then, click Next and continue to the check out process.

Click on Sub Orders from the left menu to review the students Sub Orders.

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Details

Article ID: 141315
Created
Thu 8/18/22 1:18 PM
Modified
Thu 5/16/24 9:28 AM

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