Sales

Contents

Navigating the Sales list window
Memberships
Cancelling Memberships
Vouchers
Cancelling Vouchers
Products
Cancelling Products
Setting a products status to delivered

Navigating the Sales list window

The Sales window displays all the products, vouchers and memberships that have been sold. To open the sales window select from the onCourse menu Activity-> Sales.

List view of sales for memberships, products and vouchers

The Voucher email can be sent for one or more vouchers using the cogwheel icon > send email from template > Voucher email.

Memberships

To open a memberships record simply double click on a record in the list, which will open a new window.

This window contains two main tabs, they are:

  • General - this tab allows you to change the expiry date (prior to the membership expiring). This tab also show information about who purchased the membership; on what day; when it's valid from; the purchased price; and the status of the membership.

  • Redemption - this tab shows all invoices where the membership was used as a payment method during enrolment. Double clicking on an item in this list will open the related membership, where you can see the specific membership redemption information in the payment panel.

Edit view of a purchased membership

Cancelling Memberships

To cancel a purchased membership simply highlight the membership you want to cancel, then click on the cogwheel and choose the option 'Cancel sale'. Once you have done that a sheet will pop down with the option to:

  • Create a credit note to reverse the sale fee (this is checked by default).

  • Retain an admin fee and apply it against a certain account.

How to cancel a purchased Membership

Vouchers

To open a voucher record simply double click on a record in the list with the Type 'Voucher'.

This window contains two main tabs, they are:

  • General - this tab allows you to choose who the invoice gets sent through to if redeemed and allows to change the expiry date (prior to the voucher expiring). You would usually only enter data in the 'send invoice on redemption' field if you wanted the invoice to be sent to someone other than the student on redemption, i.e. the employer who purchased the voucher. If you leave this field blank, the invoice will go the payer of the enrolment who redeems the voucher.

  • Redemption - this tab shows all invoices where the voucher was used as a payment method during enrolment. Double clicking on an item in this list will open the related invoice, where you can see the specific voucher redemption information in the payment panel.

View of a voucher record

Cancelling Vouchers

To cancel a purchased voucher simply highlight the voucher you want to cancel, then click on the cogwheel and choose the option 'Cancel sale'. Once you have done that a sheet will pop down with the option to create a credit note to reverse the sales fee.

Note

If the voucher has been partially redeemed you will get a red message notifying you this, as shown below.

How to cancel a purchased Voucher

Products

Unlike the purchased Memberships and Vouchers, you cannot open a purchased product record.

Cancelling Products

To cancel a purchased product simply highlight the product you want to cancel, then click on the cogwheel and choose the option 'Cancel sale'. Once you have done that a sheet will pop down with the following options:

  • Create a credit note to reverse the sale fee (this is checked by default).

  • Retain an admin fee and apply it against a certain account.

How to cancel a purchased Product

Setting a products status to delivered

You can set the status of a product to delivered from the sales list view. This can be done by highlighting the product -> click on the cogwheel -> select the option 'Set to delivered'.

Setting a products status to delivered