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Editing a Student’s Account in the Shopping Cart

By Shopping Cart
    1. Log in to eastshore.alpineschools.org/wp-admin
    2. Go to the Dashboard. 
    3. Search the student in “Users.”
    4. Select “Edit” under the Student’s name.
    5. Change applicable information and select “Update User” at the bottom of the page.
    1. Log in to eastshore.alpineschools.org/wp-admin
    2. Go to the Dashboard.
    3. Search the student in “Users.”
    4. “Switch to” to the student
    5. Click on My Account
    6. Select Account Details on the bottom left
    7. Under School, select the correct location
    8. Be sure to hit Save Changes

    OR

    1. Log in to eastshore.alpineschools.org/wp-admin
    2. Go to the Dashboard.
    3. Search the student in ‘Users’ in the Shopping Cart
    4. Select ‘Edit’ under the Student’s name
    5. Enter their school code for the ‘Location ID’
    6. Select ‘Update User’ at the bottom
    7. Have the student refresh and the extra fee should be removed from their cart.

     

    September 24, 2019
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    Taking a Payment in the Shopping Cart

    By Shopping Cart

      Students End:

      1. To add a new unit:
        1. Log in to eastshore.alpineschools.org
        2. Select “My Account” at the top.
        3. Select the magnifying glass in the top right and search the unit title.
        4. Click on the desired unit.
        5. Select “Register Now.”
        6. Proceed through checkout.
      2. To renew a unit:
        1. Log in to eastshore.alpineschools.org
        2. Select “My Account” at the top.
        3. Select “Subscriptions” on the left.
        4. Click on the title of the appropriate unit. 
        5. Click  “Resubscribe.” 
        6. Proceed through checkout.

      *For students who were in the old system, their first renewal with this shopping cart is free. Just walk them through how to do it on their own.

      Over the Phone:

      1. Log in to eastshore.alpineschools.org/wp-admin
      2. Go into the Dashboard.
      3. Select “Users” in the left side menu and search the student’s ID.
      4. Hover over their name and select “Switch To” (This makes you proxy as the student)
      5. To add a unit, click on the magnifying glass in the top right and search the unit title.
      6. Select the unit and then “Register Now.”
      7. Fill in the billing information accordingly.
      8. Add coupon code if applicable.
      9. Finish transaction, scroll down to the bottom of the page, and select “Switch Back”
      10. Select “East Shore Online” at the top of page and return to Dashboard

       

      September 23, 2019
      Love0

      How to Manually Add a Subscription

      By Shopping Cart

       

      1. Log in to eastshore.alpineschools.org/wp-admin
      2. Go to the Dashboard
      3. Select “WooCommerce”
      4. Select “Subscriptions”
      5. Select “Add Subscription” at the top
      6. Search the student or “Customer”
      7. Change status to “Active”
      8. Go to Billing Schedule”
      9. Change to “every year” or “every month” accordingly
      10. Change the end date according to their account
      11. Under “Item” select “Add Item”
      12. Select “Add Product”
      13. Search “Reg” and add the annual fee (or search the class)
      14. Add a note as to why you are creating the subscription
      15. Select “Create” on the right
      16. Have the student refresh the page
      September 23, 2019
      Love0

      Taking a Payment in TES

      By TES

      (If your TES isn’t updated/downloaded properly, contact Supervisor, Emily, or McKay to help get it set up for you)

      1. Open Microsoft Remote Desktop 
      2. Select TSPlus
      3. Login with your ASD universal login and password
      4. Make sure you have selected the correct school year and click OK
      5. Select “Receipts” then “Fee Sheet” in the dropdown menu.
      6. Search the student’s ID number or last name (you will need to type in the ID number, no copy and paste, then hit “tab” for it to search.)
        1. IF THE STUDENT IS NOT ALREADY IN THE SYSTEM: 
          1. Select the download button (to the right of the Name box). 
          2. Select “Insert.” 
          3. Under the Name column, enter the student’s name in this format: lastname, firstname
            1. Ex: Smith, John
          4. Under the Code column, enter the student ID number
          5. Then choose “Select.”
      7. Once you have selected the student, then check “School Required Fee” on the right side.
      8. Select the fee(s) you will be charging by checking the P column. Double check it is correct!
        1. Make sure the price of the fee is corresponding with the price of the product the student is purchasing.
      9. Select “Card” and then “Credit Card” in the pop up window.
      10. On your card reader select “Enter Card” using the F1 button (it may take a few moments to show up.)
      11. Enter the information and select the green button after each section (card number, expiration date, CVC)
      12. On your computer screen it will say if the card was approved or declined.
      13. If approved, select the green square.
      14. This will take you to a receipt page. Download the pdf to send it if needed. (ex. For a school) 
      15. Close the fee sheet when done.
      16. Make sure to completely close out of TES when finished as it will create issues for the financial secretary if you don’t. 
      17. If you have any questions, feel free to contact the Financial Secretary for assistance

      After taking a payment in TES, be sure to update in Buzz and update or create the subscription in the Shopping Cart so that they are connected. See the “Adding a Subscription Manually” article if the need applies.

      September 23, 2019
      Love0

      Adding a Student in TES

      By TES
      1. (Make sure you are signed into TES from the Remote Desktop)
      2. After logging into TES, select Receipts at the top
      3. Then select Student Control Center
      4. Select the download button (to the right of the Name box). 
      5. Select Insert
      6. This will pull up the Master File. At the top of this Master File window, select All
        1. Check first to see if the student is showing up under All
          1. To the right of where it say Searching for, start typing the student’s name
            1. BE SURE TO TYPE LAST NAME IN FIRST
          2. Hit tab after to pull up the list of student’s names in TES
          3. If the student’s name is not listed highlighted in blue at the top, we’ll need to enter them in
      7. Select Insert again
      8. Under the Name column, enter the student’s name in this format: lastname, firstname
        1. Ex: Smith, John
      9. Under the Code column, enter the student ID number
      10. Then choose “Select.”
      September 23, 2019
      Love0

      How to Request a Refund

      By Refunds

      If a student or parent requests a refund you will need to fill out a Refund Request Form.

      • Fill in all applicable information and give hard copy to Emily.
        • She will fill out information on the Refund Request Google Sheet.
          • Use this form as a reference for…
            • When the check will be mailed
            • If you are unsure if another help desk member has already submitted a refund request for an order.
            • Check if there was a clerical error and someone never received their check (wrong name, wrong address etc.)
              • Make sure the address is correct by checking Skyward, the billing address is NOT  always accurate
            • Emily updates this form weekly
      • The Financial Secretary (Emily) issues the refund and keeps a record of all of them.
        • When they’ll receive their check:
          • The typical procedure (unless there are exceptions like holidays and breaks) is that Emily has to submit refund requests to accounts payable by 5 PM on Tuesdays
          • If submitted by that deadline, a check will be printed and mailed by Thursday or Friday. The student/parent should receive the check within the next week
      • After filling out the form and handing it to Emily, be certain to manually expire the student’s registration in the shopping cart so that they can’t try and purchase more courses without paying their registration again
        • We rarely, if ever, issue refunds for unit fees. Typically only registration fees are refunded in extenuating circumstances.
      • Finally, be sure to leave a note on their Buzz account saying so and change their end date to RR.

       

      September 23, 2019
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