Getting started
Operations troubleshooting
Library, transport, procurement, inventory, and vendor portal issues.
This getting started guide covers school software onboarding for K-12 day schools. Whether you are evaluating cloud school management software or configuring Schoolyi after go-live, you will find practical steps for school ERP go live checklist, migrate from Excel to school ERP - written for administrators and staff, not developers.
Last updated August 27, 2026
| Symptom | Check | Fix |
|---|---|---|
| Library fine amount wrong | Fine settings | Set per-day fine and lost book charge at /libraries/settings; recalculate on return. |
| Book issue blocked — student defaulter | Circulation rules | Clear overdue books at /libraries/circulation; check defaulter flag on student library profile. |
| Transport fee not on student bill | Stop assignment | Assign stop with monthlyFee > 0 at /transport/students; sync TRN fee instances. |
| Live bus map not updating | Duty and GPS device | Assign driver duty at /transport/duties; device must post location (see transport ops guide). |
| Inventory stock count mismatch | GRN and adjustments | Post goods receipt at /inventory/receipts; use stock adjustment for corrections. |
| Vendor cannot see purchase order | Vendor user and PO status | Create vendor user; PO must be issued/approved; vendor opens /vendor-portal. |
Common questions
Quick answers in plain language.
How does the vendor purchase order workflow work?+
Vendor signs in at /vendor-portal. Staff create requisitions at /procurement/requisitions, approve POs, and receive goods at /inventory. Vendor sees assigned POs on the portal.
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