Advance Orders

This section is available if you use Charm’s online store and have pending orders.  It walks you through handling those orders.

1. On the end of year page, find Advance Orders and click "Start"

   

2. Next to each ordered item, select an action.

1. Selecting “Bill” bills the amount to the student’s miscellaneous ledger in the new school year. Only items that are Billed will have the option to “Bill”.

   Example: Item was billed but not paid for

   
   

   User will have the option to “Bill” that order to the student’s miscellaneous ledger.

   
   
   

2. Selecting “Cancel” will cancel the order and will release the inventory. This option is only active for items that have been paid for, but not fulfilled.

   
   

   NOTE: If the item is paid for and you cancel it, you will still need to provide a refund to the student. The system will not do that for you.

   
   
   

3. Selecting “Continue” will move the order to the new school year. This option is available for all orders and will advance the order to the new school year as is.

   
   
   
   
   
   NOTE:  All items on orders that are continued into the new school year will be recreated in the new school year as well.

3. Click "Review changes"

   
   
4. On the Confirm Items Actions page, review your selections. If you are satisfied with the selections, click “Save”. If not, click “Back” and walk through the steps again.