In order to sell a course you will have to click on Sale - Course from Planning.
Please remember that you have to create sale types for courses before selling them.
There are six filters available to perform the search:
- Skills required for the course
click on Find to display the search results.
Once you have selected the course, the system will display the availability (number of people that can still enrol), the time and the days when the course takes place.
You will have to mark the desired courses and then click on Confirm.
Please remember that the day of sale will be the first day of validity of the course. In case the course has already started, in order to avoid overcharging the client as they have missed previous classes, it is possible to specify the desired beginning of validity before clicking on the Select button to confirm the sale.
In case the course requires an attendance of more days during the week, in the summary provided the cost will be evenly split between them.
Before confirming the sale, by clicking on Options it is still possible to edit the final price or apply a promotion.
Click on the yellow button to Confirm the Sale or click on the arrow next to it to specify a seller. If no seller is specified the default seller will be the consultant assigned to the customer