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:
|View this short instruction (1:48) for the work process around a request.|
|You don't use the sales & invoicing module? In that case, requests are made automatically, or you can make a request yourself. In the request you only see the status of the request, and you can not determine the price or invoice. So why do you still need an application? Because you send correspondence to the contact person if it concerns company training. The participant or group of participants must first be placed on the waiting list. You also need a request if you want to register unknown/anonymous participants for the course.|
|By setting the parameter 'Request automatic order' you ensure that a request is automatically given the sales status 'Order' and the financial status 'To be invoiced'. So you skip the sales statuses 'Initial' and 'Offered'. The sales status 'Order' can always be manually set to 'Offered' or 'Initial', for example to make a quotation. This parameter can be set via the function group 'Service centre' and the function 'Options'.|
|The statuses of a request.|
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:
|When is an request made?|
|A request can be created manually, or is automatically created by Coachview for you.|
|You have to do it (manually)||Does Coachview for you (automatically)||Sales status||Invoice status|
|There is interest in a course and you enter the quotation process. Think of a company training.||Offered||None|
|You enrol a participant directly in the course. This applies, for example, to open enrolment.||Order||To be invoiced|
|There will be a registration, web application, coming in via your website or your training portal. The web application will be processed and the participant or group of participants will be placed on the waiting list.||Offered||None|
|There will be a registration, web application, coming in via your website or your training portal. The web application will be processed and the participant or group of participants will be directly registered for the training.||Order||To be invoiced.|