AHA Training Center Product Sales

This feature and associated guide are only applicable to Enrollware clients using the AHA training center system.

Enrollware has a feature that allows training sites to purchase and make payments for cards and other products from their training center. This feature is configured at the training center level and requires that the training center be using EnrollwarePay as their payment processor. This document provides an overview of this feature.

1. Training Site Configuration: The system supports ten levels of pricing for training sites, 1 through 10. This allows the TC to offer different pricing or different products to specific groups of training sites. To support this, a new dropdown field, named “Price Level” has been added to the Training Site Edit page as shown here:

If the training center does not require any price or product differentiation between training sites, this field can be ignored and used with the default value.

A “Sales Tax Rate” field has also been added which controls the amount of tax charged for taxable items. A rate of 0 will result in no tax being charged for that site’s transactions.

2. Product Configuration: A new link under the admin settings tab has been created and titled TC Products. This links to a page which contains the list of configured products and allows the admin to add/edit the product catalog (see screen shot).

The “Catalog Text” field defines the text displayed at the top of the TS product order form. It is used to provide specific instructions to the TS related to the product ordering process. The “Sort Products” button allows the user to order the products in the specific order that will be displayed on the order form.

Items can be specified as taxable or non-taxable. Shipping calculations are not built into the system and this should be kept in mind when configuring products. Shipping can be configured as one or more “products” in the system as shown in the following product list page image:

The Add/Edit Product page is as shown:

3. Ordering Process: Training sites can initiate orders and associate them with a specific class by clicking on the “Product Order Form” button in the upper right corner of the class details page. This class association is saved in the system so that orders can be matched up to class rosters.

Clicking that button takes the user to the catalog page as shown in the screen shot below. Only the products configured for that site’s pricing level or products with pricing set to ‘All Levels’ will be displayed in the catalog.

To continue with the order, the user enters in the desired quantities and clicks the “Proceed to Checkout” button, which displays the order form as shown:

Once the user completes the form and clicks the “Process Payment” button, the credit transaction is authorized and email is sent to the training center notifying them of the new order.

4. Order Management: Orders are tracked in the system along with the order status and made available for review by both the training center and the training site. In the training site, a list of orders is accessible by clicking the new admin link titled “TC Product Orders”.

From this page, they can click the view button and check the order details:

There is also a "New Order" button on the order list page which allows the TS to create an order that is NOT associated with any specific class.

The training center has a similar pair of pages accessible from the same "TC Product Orders" link. The training center has the ability to change the order status, and also manually post entries to the Activity Log. This activity log is visible to the training site that placed the order and is useful for communicating specifics of the order such as a tracking number.