SmartGrids: Purchases
Learn about Purchases SmartGrid
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About Purchases SmartGrid
The Purchases SmartGrid in accessplanit provides a centralised view of every purchase made for a Product or Service, bringing all transactions together in one place. Each record includes the key details of what was purchased—whether that’s a Certificate, Course supplies or even Hotels - giving you complete visibility of your Delegates buying activity.
By consolidating Purchases into one single place, you can quickly track Purchases, monitor stock, and ensure nothing gets overlooked. This makes it easier to manage finances, reconcile payments, and maintain a clear audit trail across all training-related Purchases.
Purchase SmartGrid Management
Learn how to manage Purchase SmartGrids in your platform:
Products and Services
Products and Services Overview
View the Purchases for a Delegate
Assign a Product Purchase to an existing Delegate
Add a new Product & Service offering
Update the stock level on a Product
Share a Purchase link for a Product & Service
View all Purchases that require Shipping
Update the status of a Purchase
View all Purchases that have not been Invoiced
Where to find the Purchases SmartGrid
From the Main Navigation Menu on the left hand side, select ‘SmartGrids’
Select ‘Purchases’ from the SmartGrid Menu
This will open the Purchases SmartGrid
FAQ’s
What is the difference between the SmartGrid and a DataGrid within a Course for example
Other than looking at a list of Purchases within the SmartGrid, can I do anything else within this DataGrid?
You can do so much from the SmartGrids!
Right clicking the Purchase within the SmartGrid will open a context menu that allows you to Edit, preview, Add notes, Update statuses, Delete Purchases the Delegate and so much more
There are also bulk actions, such as Generate Invoices and Add Notes which you can complete for multiple Delegates at once - across multiple Purchases!