Go to Accounts on the sidebar menu
Add an Account or search for an existing Account using the filters provided
Fill out the Custom Fields under Account Details (if not already and click Save button)
Click on the Opportunities tab
Click on the Add Opportunity button
Add Number of sessions x Number of hours Hour sessions (2 x 2 Hour Session) as the Opportunity Title and Opportunity Reference under the Opportunity Details section
Select No Contribution as the Opportunity Type
Click on the Order tab Under the Opportunity created
Click on the Add Order button
Do not alter the Order Title or Order Reference
Select the Order Type as Training
Select the Order Sub Type as Component, Visual Impairment or Hearing Impairment
Change the Order Status to Schedule Delivery
Click the Add Order button
A Note Details dialogue will appear
Select the Permission to Supply – Training Note Template
Scroll down and add a Reminder for DSA Training for 1 working day
Click Add button
Click on the Items tab under the Order created
Click the Add Inventory Item button
Enter the stock code TRAIN-INT-2HR into the Select a product field and change the values.
Click Add button
Click on the Schedules tab under the Order created
Click the Add Schedule button
Change the Order Schedule Status to To be Scheduled
Click the Save button
Click on the Documents tab under the Order created
Click the Upload Document button (click HERE to find out how to add a Document)
Add both the initial email from the student and the related quote