Beginner Ervaren Expert
Offering and invoicing in Coachview starts with properly setting up the sales rules. With sales rules you charge costs such as participation costs, exam costs, teaching materials, travel costs, preparation costs, etc. But you can also use them to determine the discounts. A sales rule is converted into an invoicing rule during invoicing. If Coachview is linked to an accounting system, it is therefore important to properly record the general ledger account, VAT, cost centre and debtor in the sales line. You can add a sales line to an request and/or a course definition and/or a course definition part. If you have added a sales line to a course definition and/or course definition part, it will automatically be added to the request.
You can add a sales line to a course definition, course definition part or request by means of a sales line template.
Why add sales rules to a course definition?
You can always change, delete or add new sales rules from the course definition before you make the quotation or invoice.
What is the difference between adding sales rules to a course definition or course definition part?
|Add sales rules to the course definition and set the price for the complete course.|
|1. Open the course definition by clicking on the name in the search screen.|
2. Go to the 'Sales rules' tab and click on the 'Add' button.
3. The sales line template screen opens. Select one or more sales line templates by checking the box.
4. Click on 'Add', the screen will close.
5. Open the added sales line to change the number, price, general ledger or cost center by clicking on the name. Click on the 'Edit' button. Fill in the price at 'Piece price'. This will also determine the amount automatically. Click on 'Save & Back'.
|Add sales rules to a part and set the price for part of the course.|
In addition to a price for the complete course, would you like to calculate exam costs, for example, if a participant takes the theory and/or practical exam?
Then add one or more sales rules to a course definition part. Prices will only be passed on if a participant is enrolled in this specific component.
|Remove sales rules.|
|Do you want to remove a sales rule?|
Do you get any of the messages below'?
Then you can't remove the sales rule anymore. Set the sales line to 'Inactive'.