Offer Items Naming lets you configure the naming convention for offer items, ensuring clarity and consistency across offers and instalments.
View Offer Items Naming Settings
From the Utilities Menu, go to Settings > Offers.
Go to Offer Items Naming section.
Set up Offers Items Naming
Clear and consistent offer item descriptions ensure accurate communication with students and consistency in instalments and invoices details. These descriptions are auto-generated when items are added to the offer.
To configure the naming format:
Update the settings for each type of offer item in this section.
Enter the desired format for each product, using a combination of general text and fields.
Fields must be placed between <% and %>.
Please refer to the following topic for the available fields.
Available Fields
Language Courses & Academic Courses
| Classic (Desktop version) | NextGen (Web version) |
|---|
<%CODE%> | Program Code | Program Code |
<%COURSE_NAME%> | Program Name | Program Name |
<%DISPLAY_NAME%> | Program Display Name | Program Display Name |
<%FROM_DATE%> | Start Date | Start Date |
<%TO_DATE%> | End Date | End Date |
<%PERIOD_LENGTH%> | Program Length | Program Length |
<%FACULTY_NAME%> | N/A | Faculty Name |
<%LOCATION_NAME%> | Location Name | Location Name |
Accommodation Arrangement
| Classic (Desktop version) | NextGen (Web version) |
|---|
<%CODE%> | Item Code | Item Code |
<%NAME%> | Item Name | Item Name |
<%FACULTY_NAME%> | N/A | Faculty Name |
<%LOCATION_NAME%> | Location Name | Location Name |
Airport Transfer
| Classic (Desktop version) | NextGen (Web version) |
|---|
<%CODE%> | Item Code | Item Code |
<%NAME%> | Item Name | Item Name |
<%FROM_DATE%> | Pickup Date | Pickup Date |
<%FACULTY_NAME%> | N/A | Faculty Name |
<%LOCATION_NAME%> | Location Name | Location Name |
Accommodation
| Classic (Desktop version) | NextGen (Web version) |
|---|
<%CODE%> | Item Code | Item Code |
<%NAME%> | Item Name | Item Name |
<%FROM_DATE%> | Start Date | Start Date |
<%TO_DATE%> | End Date | End Date |
<%FACULTY_NAME%> | N/A | Faculty Name |
<%LOCATION_NAME%> | Location Name | Location Name |
<%CUSTOM_1%> | Weeks | Weeks |
<%CUSTOM_2%> | Days | Days |
Insurance
| Classic (Desktop version) | NextGen (Web version) |
|---|
<%CODE%> | Item Code | Item Code |
<%NAME%> | Item Name | Item Name |
<%FROM_DATE%> | Start Date | Start Date |
<%TO_DATE%> | End Date | End Date |
<%FACULTY_NAME%> | N/A | Faculty Name |
<%LOCATION_NAME%> | Location Name | Location Name |
Other (Weekly) & Other (Non-Weekly)
| Classic (Desktop version) | NextGen (Web version) |
|---|
<%CODE%> | Item Code | Item Code |
<%NAME%> | Item Name | Item Name |
<%FACULTY_NAME%> | N/A | Faculty Name |
<%LOCATION_NAME%> | Location Name | Location Name |
<%PERIOD_LENGTH%>
WEEKLY TYPE ONLY | Item Length | Item Length |
Subject-based Course Instalments & Units of Study-based Course Instalments
For Subject-based Courses and Units of Study (UoS) Courses, the functionality differs due to the specific nature of these course types:
Subject-based Courses: When added to an offer, the course description follows the format set under "Academic Courses". However, instalments are generated separately for each subject within the course. Each subject’s price is used to create an individual instalment.
Units of Study Courses (UoS): Similar to Subject-based Courses, the course description adheres to the "Academic Courses" format. Instalments, however, are created based on each Unit’s price, with every Unit’s cost reflected as an individual instalment.
By customizing the format for these instalments, institutions can ensure accurate representation of subject or unit-specific pricing, which enhances financial transparency and clarity for students.
| Classic (Desktop version) | NextGen (Web version) |
|---|
<%CODE%> | Subject Code/Unit Name | Subject Code/Unit Name |
<%COURSE_CODE%> | Course Code | Course Code |
<%NAME%> | Subject/Unit Name | Subject/Unit Name |
<%COURSE_NAME%> | Course Name | Course Name |
<%FROM_DATE%> | Subject/Unit Start Date | Subject/Unit Start Date |
<%TO_DATE%> | Subject/Unit End Date | Subject/Unit End Date |
<%FACULTY_NAME%> | N/A | Faculty Name |
<%LOCATION_NAME%> | Location Name | Location Name |
<%PERIOD_LENGTH%> | Subject/Unit Length | Subject/Unit Length |
