Request purchase is a two step process allowing a learner to request that their manager pay for a course they are interested in.
Purchase requests can be turned on through your Portal Settings.
- Click on your name in the right hand corner
- Press Portal Settings
- Click on Configuration
- On "Payments" Click the Enable Purchase Request Checkbox
- Scroll to the bottom and press save
Creating a Purchase Request as a user can be really swift and easy.
Step 1 :
A Participant chooses "Request Purchase"
- Selects Manager from a drop-down menu
- Click "send"
Participant receives message:
Waiting for approval!
Your payment has been sent and waiting for approval.
If the participant does not have an assigned Manager, the following message will appear: "You do not have any managers configured on your account’" and the send button will be unavailable.
Manager receives message:
New purchase request!
[User name] has requested that you purchase [Course Name] for them.
Total cost is [$cost] AUD.
You can view further details at [link to course in GO1]
Please note, the user will be notified.
Please process the purchase request
Accept / Reject (Manager clicks to select)
Once the Manager clicks ‘Accept’, a pop-up box shows allowing credit card payment.