Assign a Product Purchase to an existing Delegate
Steps to assign a purchase to a registered Delegate
Related Help Guide Pages
This page will show you how to add a Product & Service Purchase to an existing Delegate.
If a Delegate is already registered for a Course, and later decides they’d like to purchase a related Product or Service, perhaps a course manual or some related equipment, you can retrospectively record a Product Purchase for them!
Assigning a Purchase to the existing Delegate not only let’s you record the sale, but it also ensures the Product or Service is linked directly to the Delegate, keeping everything neat and organised in your platform.
Follow this page to learn the steps to assign a new Purchase to an existing Delegate
Assign a Product Purchase to an existing Delegate
This is the process you will take to find your Delegate, and add a new Product Purchase to them.
From the Main Navigation Menu, open the relevant 'Delegates' Smart Grid, depending on what type of Course your Delegate is registered onto
This will open the Delegates DataGrid
Search for the Delegate using the search and/or filters by searching the Delegate name or Delegate ID
This will limit the Delegates DataGrid to only show matches to your search
Once you have found the relevant Delegate, right-click them in the DataGrid to see the context menu options
Click on the ‘Edit’ context menu option
Click to open the ‘Purchases’ page for this Delegate from the management menu
Click the ‘Add Purchase’ button
Complete the ‘Products & Services Details’ form to record the details of the Purchase
Click ‘Save & Close’ to add the Purchase to the Delegate
If you would like to generate an Invoice for the Purchase straight away, right-click on the Purchase and select the ‘Generate Invoice’ context menu option