Allowing Sales Quotes on a schedule / configuring it as an option

Benefits of using Sales Quotes

• Admin can build a sales funnel of potential sales

• Automatic reminder emails can be sent to sales quote bookings

  • Example x days after booking, send reminder, x days before training starts.

  • Remove the manual admin process of sending Sales Quote information

• Run reports on Sales Quote booking

  • Review why sales quotes bookings did not convert

• Once admin receives a PO, Just enter the PO and save, it is now a confirmed booking

How to allow sales quotes for a schedule

• Login as Admin

• Navigate to Courses > Schedules.

• Search and click the schedule for which you want to enable the sales quote option.

The Summary tab will be displayed.

• Navigate to the Fees tab.

• In the Web Payment options dropdown list, check the Sales Quote option

• Click Save or Save & Exit.

Outcomes:

• Sales quote will be enabled for the selected course.

• When the schedule is added to the cart, “Sales Quote” will be shown as an additional payment option for individuals and Org Reps.

• When administrators create a back-office booking, sales quotes will be available for single and organisation bookings as a payment option.