Checking Special Pricing

Checking Special Pricing

This guide is designed to guide you to check pricing that may have been discounted or specific for a client or account.

All special pricing is located within the account object, this guide assumes you have opened the specific Special Training record for editing. If this is not the case, please locate the account and open the Special Pricing you wish to edit

 

Checking Details

  1. Start Date: will indicate when the special pricing had been set up.
  2. End Date: will indicate if the special pricing is still active and when it is due to end.

 

  1. PO Requirements: will identify if the account requires a purchase order completed for each transaction.
  2. Reporting Requirements: will indicate if the client has requested reports to be generated and how frequent. E.g. monthly.
  3. Industry Course Requirements: Will list the Instantly requirements regarding first aid qualifications

 

 

Checking special products

Select the related tab to see all the products available for this account that have been listed as a special price.