Shop Report Guidelines

The Shop Report provides details of all transactions made by parents via the Schoolscan platform.

Reports Section

By default, this section displays all purchases made within the current month and year. Users can apply filters based on:

• Category / Subcategory
• Product Item
• Specific Month

Features:

• Export Data: Click the export option to download the report in an Excel file.
• View/Download Invoices: Click the invoice icon in the Invoice No. column to view or download the invoice for a purchase.
• View/Download Receipts: Click the receipt icon in the Receipt No. column to view or download the receipt for a purchase.
• Parent Access: Parents can also view invoices and receipts through their portal.
• Purchase Breakdown: Click the arrow icon in the Action column to view itemized details of the purchase, including student names.

Order Section

The Order tab lists purchased items along with the respective student’s name.

Order Processing:

• Once a purchase is completed, its status is set to "Processing".
• The Person in Charge (PIC) / Vendor must update the purchase status to one of the following:
  • "Ready to Collect" – The item is available for pickup.
  • "Delivered" – The item has been successfully delivered.
  • "Refund" – The refund process has been completed.
• Updating Status: Click on the status field to modify the purchase status.
• Parent Visibility: The updated status is visible to parents, ensuring they stay informed about their purchase progress.
• Important: Only select "Refund" once the refund process has been fully completed.

Refund List Section

This section displays all items that have been refunded by your school.