Products and Services Overview

Learn about Products & Services

1 About Products & Services
2 Benefits
3 Key Terms and Glossary
4 Where to find Products & Services
5 Products & Services Management
6 FAQ’s

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About Products & Services

The Products & Services module allows you to manage and sell non-course items, like hotel bookings, course materials, or additional fees. You can add Products and Services as optional or mandatory extras to your Courses or sell these separately.

Please Note

Products & Services is an additional module, if you would like to know more about this module please speak to your Customer Success Manager.

Benefits

Here are the benefits of using Products & Services

Revenue generation	Provides additional revenue streams outside of Course income.
Stock management	Keep track of your inventory and create alerts to let you know when levels are starting to get low.
Shipping processes	Use Dashboards, Workflows and Tasks to manage your shipping process and even print your own shipping labels.
Additional services	The Products and Services module allows your business to offer additional services outside of your standard training offering.
Improved service	Improve your service offering by allowing your customers to book add-ons to their courses like hotels and purchase learning support materials.
Detailed reporting	Dedicated DataGrids to view your Products and Purchases, this allows you to track sales and stock levels, as well as more complex reporting available using Dashboards or Report Writer

Key Terms and Glossary

Product Type	This is a made list that helps you categorise your Products into groups, you can define your own Product Types using Custom List Items
Purchase	When a Product or Service being sold, a Purchase is created to record the information about the sale
Stock level	This is the remaining number of items available for a Product or Service
Mappings	Mappings shows you the Courses that this Product & Service has been linked to
Mapped Object	The Mapped Object is the label of the Course or Course Template that the Product & Service is linked to
Billing Object	The Billing Object for a Purchase is the Account or User that is responsible for paying for the sale
Alias	You can provide an ‘Alias’ to your Products & Services when they are mapped to Courses to sell them under a slightly different name, for example a Product & Service called ‘Handbook’ could have the alias of ‘First Aid Handbook’ when it is mapped to and sold alongside a First Aid Course
Purchase Status	The purchase status is the current status of a Product & Service sale, you can define your own Purchase Statuses using Custom List Items