Software

Manual

Sip abacus software manual 1.0

BROWSER
RECOMMENDED:-

 Mozilla Firefox is the recommended browser.

 ‘Never Remember History ‘option should be

always enabled in the settings menu.

 Internet speed should be Minimum of 1MBPS

Sip abacus software manual 1.0

WHAT TO DO ONCE LOGIN INTO
SOFTWARE FOR 1ST TIME: -

Change password:-

• To change the password Settings

Change Password Enter current password
then enter New Password twice with confirmation
Click on Submit.

LOCATION Menu:-
 In LOCATION we can see the details of the GLATO.

 To Check your details, Settings Location

select your center Name click view

Sip abacus software manual 1.0

Enter Courier address with Pin code:-

• Settings Location Enter the address

in Courier address tab with Pin code

Sip abacus software manual 1.0

SMS & EMAIL NOTIFICATION:-
 In the sub tab of location details - ” SMS & Email
notification”

 Tick mark the checkboxes for auto invoice SMS

notify, Auto birthday SMS notify, Student Enquiry
SMS notify, Student admission SMS notify.

Sip abacus software manual 1.0

ENQUIRY:-
For Raising an Enquiry FOUR basic things are mandatory.

1. Mobile number

2. Name of the student

3. Course name

4. Source of Enquiry

HOW TO DO ENQUIRY FOR A KID?

• Login into software with your login details then

follow the below instructions.
• Go to Student Registration / Enquiry in the quick
links. OR
• Go to Student Registration / Enquiry
Click on the ‘ADD ‘button.

Sip abacus software manual 1.0

ENTER THE FOLLOWING DETAILS:-

1. Mobile Number.
2. Student Name.
3. Click on ‘Abacus ‘or ‘AMAL ‘check box and
provide the Enquiry date.
4. Source of enquiry.
5. Click “Submit” finally.

Sip abacus software manual 1.0

HOW TO DO A DIRECT REGISTRATION
 Go to Student Registration / Enquiry in the
quick links.

Enter The Following:

• Mobile Number
• Student Name
• DOB
• Click on “Abacus ‘ or ‘ AMAL “check box
• Provide the Registration date.

Sip abacus software manual 1.0

• Assign batch.
• Click 2 “Submits”
• Generate Invoice
• Update payment – if paid or exit

Sip abacus software manual 1.0

HOW TO ASSIGN A BATCH:-
 Go to Student Registration/Enquiry and Search a
student.
 In the Below Grid select the student details and click
“Edit”
 Click on the “Batch & Level” icon in the below detail.
 Now assign the batch by clicking on the Empty space
below batch tab.
 Select the batch in from the drop down list.
 Now click “Submit”
 In future if u want to change the student batch do
the same.

Sip abacus software manual 1.0

PARTIAL PAYMENT:-
• Select partial payment in the Mode of payment
window
• Enter the Amount in the Partial payment
column.
• Entered amount should be Equal or less than
item amount.
• Then Click “Submit”

Sip abacus software manual 1.0

How to Convert a child from Enquiry to
Registration:-
• Go to Student Student Registration / Enquiry
Type the Student name or Mobile number in the Advance
search window.
• Select the Student Details in the Below Grid and click

“Edit” button.
• Now, do the same steps as done in Student Direct
Registration.
• Automatic invoice window will not be opened during the
conversion.
• So To Raise an Invoice go to Student Invoice.
• Click “Add” button.
• Now search the student name
• Select and add the invoice item for the Foundation 1 kit.
• Now the Invoice amount will be displayed.
• Click “Generate”.
• Mode of payment window will be opened. Now do
the same as done in direct registration.

Sip abacus software manual 1.0

STUDENT INVOICE:-
Student invoice is the place where you can do payment
Updation.
• To do invoice, Go to Student Invoice
• Now search the student or batch name to update the
invoice.
• If you want to see the list of unpaid students, click
“Unpaid” in payment option
• If u want to see list of paid students , click “Paid” in
payment option
• To check the invoices for particular month select the in the
For month option

UPDATE PAYMENT:-
• To update payment for multiple students, select the batch
name and change to unpaid in payment option and click
“Search”.
• Now the list of Unpaid student will be displayed in the
below Grid.
• Select the students to whom you want to update payment
by ticking the small check box in the right side
• Now give “Update payment”.
Sip abacus software manual 1.0
• If the parent are paying through cheque click the Rupee
symbol in the Receipts column next to the check box.

• Now give the cheque details.

• If you want to Give “Discount” select “yes” in “If any

Discount”

• Now Enter the Discount amount and click “Submit”’.

• Now Again click “Submit” to update payment.

Sip abacus software manual 1.0

MULTIPLE MONTH FEE UPDATION:-

• To update multiple month fee for a student.

• Go to student Invoice

• Now click ADD button

• Search the Student name.

• Now select the number of months in the Multiple month

option in the right hand side of the window

• Now enter the for month.

• Now add the following items to Generate invoice.

• Now click GENERATE.

Sip abacus software manual 1.0
HOW TO MANUALLY RAISE INVOICE:-
You can raise monthly invoice manually through auto
generate invoice option.

 Auto generate invoice is the option to generate invoice

manually from LCL side.

 Go to Student Invoice.

 Click “Auto generate invoice” Button.

 Now Select month and Year

 Click “Generate”

Now, invoice will be generate for the selected month..

Sip abacus software manual 1.0

HOW TO UPDATE TERM FEE:-
 Go to Student Invoice.

 Click “Auto generate invoice” Button.

 Now Select month and Year

 Click “Generate”

 Repeat the same step by selecting sequence months and

generate invoice.

 Once you finished generating the invoice go to student

invoice and search the student name.

 Now select the months that need to be updated from the

below list.

 Now click “Update payment” and Submit

Sip abacus software manual 1.0
How to add fast track fee item:-

 Go to student Invoice

 Now click ADD button

 Select course name and Search the Student name .

 Now search the Fast track fee item (4 classes, 8 classes,

12 classes & 16 classes) in the Item list.

 To add the item, Double click on the fast track fee item in

the item list on the left side of the screen.

Sip abacus software manual 1.0

 Check whether the fast track item is added in the right

side.

 Now click “Generate”.

 Click yes and Update payment.

Sip abacus software manual 1.0

Certificate Request is done by two steps

1. Certificate Booking
2. Certificate Printing.

Certificate Booking:-
• To Book a Certificate Request first you have to create certificate

Booking .

• To create a Certificate Booking, Go to student Certificate

Booking.

• Click “Add” Button. Now “Batch Invoice” window will be opened.

• Select the course name and Name of the Batch in the “Batch

name” and click search.

• Now the list of students will be displayed in below Grid.

Sip abacus software manual 1.0

• Select the students by ticking the small box

• Enter the assessment Date.

• Give the assessment mark.

• Enter the Sim 1 / sim 4 marks for level 1 or level 4.

• Now click Submit.

• Select sms or email to be sent to parents and click Submit.

• Now Certificate Booking is done successfully.

Sip abacus software manual 1.0

Certificate Printing:-

• Go to student “Certificate printing”.

• Now you can see the request in Booked status in the below

Grid.

• Click on the small “+” button in left side corner, now you can view

the list of students in the certificate Request.

• You can add some more students if needed.

• Now select the Certificate Request by ticking in the small check

box in the right side corner.

• Now select “Send to HO”

• Certificate request window will be opened.

• Now click “send”

• Now the Status will be changed from Booked to “Requisition”

Sip abacus software manual 1.0

Sip abacus software manual 1.0
HOW TO RAISE A PURCHASE ORDER:-

• Go to Purchase Order.
• Click on the “Add” button
• Now create purchase order window will be opened.
• Select “course name”
• Click Add purchase Item.
• Now the Indent form will be opened.
• Select the items you want to purchase.
• Give the Required quantity of the items.
• Click “submit”

Sip abacus software manual 1.0

Purchase receipts:

• While placing Purchase order it shows kindly update previous

Purchase Order receipts.

• Go to Purchase Receipts

• There PO records will be highlighted in ‘Green color, double

click on that record and check with Physical stock which you have

received.

• If any changes in Record then do the needful in that window or

else click on ‘Submit ‘button. Then raise a new Purchase

order.

Sip abacus software manual 1.0

NOTIFICATION:-
SMS NOTIFICATION:-
Sms notification is a place where you can send SMS to the parent.
• To send Sms, Go to notification Sms.
• Search the Student name or Batch name.
• Student details will be displayed below.
• Select the students to whom you want to send sms
• Select the Sms Template in the Template name.
• Type the sms info.

• Sms info will be replaced to the Dollar symbol ($)

• Now click “Send”

Sip abacus software manual 1.0

Email notification:-
Email notification is a place where you can send EMAIL to the parent.
• To send Email, Go to notification Email.
• Search the Student name or Batch name.
• Student details will be displayed below.
• Select the students to whom you want to send Email
• Select the Email Template in the Template name.
• Type the Email info.
• Email info will be replaced to the Dollar symbol ($)

• Now click “Send”

Sip abacus software manual 1.0