We’ve added some new options for applying and calculating discounts in DanceWorks Online. All other DanceWorks Online discounting features will still work the same way, but these new options should provide you with a bit more flexibility in applying your discounts.
In your Settings area, there is now a link for Discounts. From that Discounts screen, you can add, edit and review your school’s discounts. When adding a discount, you can enter it as a percentage or dollar amount, and it can be applied to any single charge category, or all charge categories. Additionally, you can control whether the amount or percent you specified in the discount can be modified when you assign it to an account or student. From this discount screen, you can also generate reports showing you which accounts and students have assigned discounts and whether those discount amounts have been changed from the default setting. Finally, from this screen you can reset all editable discounts to match the school default and edit or delete a discount, which will populate the edit or deletion through all accounts or students with that discount assigned.
Account Discounts
Each account now displays a Discounts tab. From that tab, you can review and add discounts to an account. You can also add a new discount to your school’s discount list from an account screen by selecting Create a New Discount from the drop down menu. Creating a new discount this way will automatically assign it to the account and make the discount available for assignment to other accounts.
When posting individual or schoolwide charges, your discounts will be applied one at a time in the order shown on that Discounts tab (this order can be changed using the Move Up and Move Down buttons underneath each assigned discount). For instance, if an account had a $5 tuition discount followed by a 10% discount on all charges, a tuition charge would first be discounted by $5, then the resulting amount would be discounted by an additional 10%. Except for discounts applicable to all charges, discounts will only be applied to charges categorized under the charge code noted in the discount (Tuition, Registration, Miscellaneous, Costume, Late Fee).
When charging an individual account or posting charges for multiple accounts, you’ll notice a checkbox labeled “Do not use any assigned discounts” (Figure 6 below). This checkbox will appear on individual account charging screen if the account is assigned discounts matching the charge type you’re entering and on global charge posting screens if the school has discounts applicable to that charge type. Checking the box will enter the charge or charges without factoring in the discount.
On individual charge screens, you’ll also notice that a Discounted Amount box appears when a discount would apply to this account. This box will only be visible if you’re posting a charge to an account and a discount is applicable.
Student Discounts
Students now also have a Discounts tab and have the same viewing, editing, adding and creating options as account discounts. Only discounts applicable to All Charges or Tuition charges can be assigned to students. Student discounts will only be applied on tuition charges automatically calculated by DanceWorks Online (Time Account and Student, Table Account and Student and Class tuition calculations) and manual student tuition.
Tuition Discounts
When entering a tuition charge, if DanceWorks Online automatically calculates the tuition value for you, student discounts will be applied first to each student’s share of tuition, then account discounts will be applied to the resulting amount. After student and account discounts have been applied, DanceWorks Online will apply any multiplier and discount set in that account’s Account Billing Frequency. Additionally, if posting tuition from the Post Tuition Charges screen, any included Student Fees will be discounted by that student’s student discounts and any included Account Fees will be discounted by that account’s account discount.
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