Training Products

If you run training sessions or courses, you can set these up as Products in your inventory so you can:

• Take online course bookings from leads or customers.
• Track bookings and actual attendance.
• If required, take payment for course attendance.

Before you can use the Training Courses area of CRM, you need to set up some Training Products.

See also:

• Set up Training in CRM
• CRM Product guide
• Creating Products

Create a new Training Product

• From Inventory > Products click on the New Product button.

• The new Product form will display – you need to select the Is Training box – this tells the system that you are making a Training Product.

• Make sure the Active box is ticked. If you retire the course in future, you can de-select this box.
• Enter in a Product Name and Part Number as you would normally.

Training you sell

• If the course is ‘sold’, you’ll need to add in a Unit Sell Price and ensure that the Sellable box is ticked, which will prompt you to enter in a Sale GL code.
• If you are using a Web Form to collect course bookings, you will have the option to allow people to pay for the course at the time of booking, as per the following example.

You can also have a $0 Unit Sell Price for training that you provide free of charge. In this case, the Sellable box still needs to be selected.

Training you buy

• The same applies if you buy the training from a supplier – you’ll need to add a Cost Price and ensure that the Purchasable box is ticked, which will prompt you to enter in a Purchase GL Code.
• You will also want to set up details for the Supplier/s that you buy the training from.

See also:

• Suppliers

Physical training materials

• Whether or not you need to tick the Physical box will depend on whether the training includes physical materials e.g. books, USB sticks, DVD’s etc. If this is the case, ensure the Physical box is ticked.

• If you hold the training in-person, you won’t need to tick the Physical box as the training itself isn’t tangible i.e. there is nothing to hand out or ship, the delivery of the content is just in-person.

Stock-tracking your training materials

Similarly, if you have physical training materials that you buy and/or sell, you may want to track the stock of the items as part of your inventory.

• If this is the case, enable the Track Stock box – this turns on inventory functions that will allow you to keep track of increasing and reducing stock of the item/s.
• If your database is connected to an accounting system, you will also need to select an Asset GL Code and Cost Of Sales GL Code.

See also:

• Stock-tracked Products

Create the new Product

• Click on Save & Close at the top of the record when you are done.

Following is an example of a Training Product in edit mode.

See also:

• CRM Product guide
• Creating Products
• Setting up your inventory in CRM

Locate Training Products in your inventory

You will be able to easily locate these items in your inventory by adding the Is Training column, which can be filtered by a “Not Empty” value, which will display all your Training Products.

It is also a good idea to look at using a Product Category or Product Group to segment these items in your inventory, which will flow through to Reports and Dashboards.

See also:

• Product Categories
• Product Groups
• Reports and Dashboards