Training Reseller

CourseSales.com Training Reseller license inclusions

Key

You may add more of these records
You may view
You may edit
You may inactivate (most records in Course Sales cannot be deleted, only made inactive)
A grey icon indicates this license does not let you take that action

In some cases Course Sales provides default records that you may view or edit, but not add or inactivate

This describes the features included with the Training Reseller license.

This package suits organisations that want to resell other organisation's training, and may deliver training themselves. Each resold training provider can be set up separately to have their own login for updating their courses.

This license does not restrict the number of courses you may have scheduled at one time.

AUD $300 + GST
per month

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Courses

Administration of courses and customers

Events

An Event is a group of Course Dates that are managed together - usually because they form a curriculum or because they represent different ways of buying the course - for example with or without meals.

Course Dates

Course Dates are the courses you have scheduled, with start and end dates, a venue and pricing.

Inclusions with this license:

Includes the Recommended Retail Price fieldYes
Includes the Minimum Price fieldYes
Includes the Residential Price fieldYes
Includes the Course Cost fieldYes
Includes the Delegate Cost fieldYes

Documents

Documents hold the information captured from enquiries, registrations or other interactions you have with customers. Documents are usually created when a customer fills in a form on your web site. See also Fields and Forms which allow you to define the information captured on each Document.

Document Versions

Document versions provide a history of each Document so you can see which information has been changed, as well as who made the change and when it was made.

Status

A status tracks the progress of a particular Course Date or Document in your business processes - see also Process Path. They can also record future actions that are required, such as a follow-up phone call.

Contacts

Contacts and Qualifications

Contacts

The Contact record allows you to record customer, supplier, business contacts and other contact information.

Contact History

The Contact History record allows you to keep historical information about customers, suppliers, business contacts or other contact information.

Contact Qualifications

The Contact Qualification record allows you to record the qualifications someone has achieved.

Publish

Content management library and web publishing

Options

Options are a major part of configuring CourseSales.com. With options you can define office locations, course categories, file categories, place names, note types, information about course providers, and login roles. Some licenses let you define unlimited additional types of options.

Inclusions with this license:

Branch
Maximum number of branches (office locations)
Yes
Unlimited
Contact TypeYes
Course CategoryYes
Course LocationYes
Course ModuleYes
Course Price TypeYes
Course Provider
Maximum number of course providers
Yes
Unlimited
File CategoryYes
RoleYes
Note TypeYes
QualificationYes
Tax Rule TypeYes
Web Site IndexYes
ExtensionYes

Course Masters

Course Masters are templates that make it fast and easy to list courses for sale. Course Masters also control certain settings for all the Course Dates attached to them - such as the Process Paths, Payment Group and Currency.

Formats

The format for a particular course. This can range from a brief description through to full details about timings and topics.

Content

This is CourseSales.com's content management system, letting you create content to be used on web pages and in emails. This includes course descriptions, course formats, course topics, emails, PDF layouts of Forms, terms and conditions and content for your web site.

Inclusions with this license:

Course DescriptionYes
EmailYes
Web PageYes
FieldYes
FormatYes
InternalYes
PDFYes
PromotionYes
Residential DescriptionYes
Style SheetYes
Terms
Maximum number of booking terms and conditions
Yes
Unlimited
Topic DescriptionNo
VenueYes
ExtensionYes

Files

Files are attachments that customers can download from your web site, or that are sent with automatic emails. These can include course outlines, study materials, course joining instructions etc.

Venues

This is where you publish information about the rooms your courses are held at. This can include their location which can be used on your web site to automatically display a map.

Automation

Automation tools and workflow definition

Process Steps

Process Steps are the stages a Course Date or Document can go through in your business processes.

Process Rules

Process Rules define which emails should be sent when automatically processing a particular Process Step.

Process Paths

Process Paths define workflows in CourseSales.com - they list the particular Process Steps that your staff should follow when administering Course Dates or Documents. They also allow you to define which Forms your customers are shown on the web, and any forms your staff should fill-in when completing a Process Step.

Inclusions with this license:

Maximum number of course process paths (workflows)Unlimited
Maximum number of document process paths (workflows)Unlimited

Price Rules

Price Rules define how CourseSales.com will automatically adjust the prices of Course Dates over time.

Forms

Form design and definition

Fields

CourseSales.com gives you control over what information you capture. Fields are used on Forms that either your customers fill out on your web site, or your staff fill out when they are completing a Process Step.

Forms

CourseSales.com Form Designer records defining the content and layout of online formsthat either your customers fill out on your web site, or your staff fill out when they are making updates. Once a Form has been designed it must be published to make it available to users.

Published Forms

Published Forms define the content and layout of online forms that either your customers fill out on your web site, or your staff fill out when they are making updates.

Pricing

Catalog Items and Catalog Groups

Catalog Items

Catalog Items can be sold with courses, or used to manage discounts and surcharges.

Catalog Groups

A list of the Catalog Items you offer with a particular course.

Finance

Currencies, payment methods and tax rules

Currencies

Currencies allow you to publish content about the currencies you price your courses in.

Inclusions with this license:

Maximum number of currenciesUnlimited

Tax Rules

Tax Rules define how prices should appear on your web site.

Payment Methods

A payment method is a single means of payment, such as a credit card. CourseSales.com allows you to define surcharges that will be included in the total price.

Inclusions with this license:

Maximum number of payment methodsUnlimited

Payment Groups

A list of the Payment Types you accept for a particular course.

Inclusions with this license:

Maximum number of payment groupsUnlimited

General

Common features offered across lots of areas in Course Sales

Links

Relationships between records in CourseSales.com - for example the roles people have in delivering a Course Date.

Notes

Notes allow you to keep track of incidental information about a record or customer. Notes can be attached to most types of records in CourseSales.com.

Export

Downloads, Exports and AVETMISS

Export Maps

Maps CourseSales.com information to fields in exported rcords.

Export Queue

Export Queue records keep track of information that is exported from CourseSales.com.

Setup

Configure users, permissions and preferences

Organisations

Information about your organisation and preferences.

Licenses

License to use CourseSales.com.

Logins

Logins provide the user administration functions in CourseSales.com, including their username, password and timezone.

Permissions

Permissions are used to define which information groups of users can see or update in CourseSales.com.

System

Services, audit trails, logs and help content

Services

Services automatically update records in Course Sales.

Audit Trails

Audit Trails record who has created or updated records in CourseSales.com, and when the update occurred.

Logs

Logs keep track of processing errors and help CourseSales.com staff resolve issues for you.

Help Topics

CourseSales.com online help content. Some licenses allow you create your own documentation for your staff to refer to.

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