How to Update School Pricing in Atlas
- When you’re ready to update all of the school pricing, make sure to remove the pricing fields from the School Page Layout – Partner View. You can make the fields visible once all of the changes are complete.
- For all school account records, export and import the new pricing season (ex: August 2014-June 2015) into the “Pricing for” field
- Have Regional Managers click the Update Tuition button at the top of the School Account page for each one of their partner-visible schools. This will send an email with last years tuition info asking the school to send any changes.
- Once you receive an email with the changes, update the tuition rates, “Tuition Rate from” field, discounts and “Date Updated Tuition” field
- Use a report to determine when all of the “Date Updated Tuition” fields show recent dates
- Once all prices are set and approved, make the total prices and “Pricing for” fields visible on the School Page Layout- Partner View again.