The application is the spider in the web in terms of sales and invoicing. Making an offer, order or invoice is done with the help of a request. In the request, you determine the type of training, the debtor, the participants and you determine the price by means of rules of sale. You make quotations on the basis of the request. After the assignment, you create the course from the request or you register one or more participants in one or more courses and generate one or more invoices. If the application does not go through, it will be cancelled. Do you register a participant directly for a training course, either manually or via the web-based question? Then Coachview will automatically create an application. The application has the following statuses, the application status, the sales status and the financial status. The sales status determines the stage at which the request for an offer or assignment is made, the financial status determines whether an invoice should be made. In the application you determine:
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View this short instruction (1:48) for the work process around a request. |
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The statuses of a request. |
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An application has three different types of statuses. In the presentation below, we will explain to you what they are and what the meaning of these statuses is. You will see in a table shown the:
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