Master Setup

Master Setup

This is the most important module of the eSchool ERP. This is like the control panel of all the other modules present in the ERP. From this you can configure various segments and modules. This segment is mainly used by the Admin only. Here various changes can be made like full fee structure can be defined from here, the bus information, classes information, courses information etc can be defined using master setup.
Highlights of this module’s features can be found here.

Tutorial

There are many segments in this module which we will discuss briefly.

Need for Schools to embrace Digital India and use School Management Tools

Fee Slab :- The whole fees module which we discussed earlier in the Fees Module section is completely based on the structure which we create from the fee slab section in Master Setup. This segment is very important and also very crucial as the data or the structure defined in this segment reflects as it is in the Fee Payment page. Here the user can define or create Fee Business Head, Fee Head, Fee Slab, Fee Slab Charges, Fee Schedule and Fee Define Rule. These all are very much important data as the whole fee management system is dependant on this.

  • When you will open the Fee Slab page you will see different tabs of all the functions related to fees.
  • First tab is of Fee Business Head. In this tab the business head is created as what is the main head under which the fees is being taken.
  • Enter the name of the fees business head for ex, school is taking fees only for educational purpose so you can create head by the name Education. But if the school is having various other things like Mess or Hostel so they can create different business head by the name of Education, Hostel and Mess. Click on Add.
  • If you want to edit any of the pre made business head, then click on Edit button in front of its name, make the changes you want to then click on Update.
  • If you can also delete the fee business head if you want to by clicking on delete.

*NOTE – If the fees is taken or accepted under that fees business head then it cannot be deleted.

Need for Schools to embrace Digital India and use School Management Tools
  • After creating the fee business head, the next is Fee Head.
  • This is the second step after the business head or we can say the heads we create here are the sub parts or the content of the Fees Business Head.
  • In the Fee Head section you can enter the the various heads under which you have to take the fees.
  • The business head you have created earlier will be visible in this section.
  • Select the business head from the drop down menu and click on GO.
  • Enter the different fee heads which you want to put under that Fees business head. For ex Tuition Fees, Admission Fees, Registration Fees, etc.
  • Enter the name, give the description of that head, give the order of the fee head in which you want it to appear and check if its optional or compulsory.
  • Select the group of that fee head from the drop down menu.
  • It is the fee business head which you have created earlier in the drop down menu, then click on ADD.
  • You can also edit/delete by using the relevant buttons.
Need for Schools to embrace Digital India and use School Management Tools
  • After creating the fee business head, the next is Fee Head.
  • This is the second step after the business head or we can say the heads we create here are the sub parts or the content of the Fees Business Head.
  • In the Fee Head section you can enter the the various heads under which you have to take the fees.
  • The business head you have created earlier will be visible in this section.
  • Select the business head from the drop down menu and click on GO.
  • Enter the different fee heads which you want to put under that Fees business head. For ex Tuition Fees, Admission Fees, Registration Fees, etc.
  • Enter the name, give the description of that head, give the order of the fee head in which you want it to appear and check if its optional or compulsory.