How to Create Credit Pools in SimpliTrain

How to Create Credit Pools in SimpliTrain 

Credit pools in SimpliTrain allow organizations to manage training credits efficiently, offering flexibility in resource allocation and usage. Follow these steps to create a credit pool.

Steps to Create a Credit Pool 

1. Go to Accounting > Memberships > Credit Pools and select “+ Create Credit Pool“.
   
   

1. Click on it to be redirected to the Create Credit Pool section.

  2. Provide Basic Information 

1. Fill in the required details under the Basic Information section, including: 
2. Credit Pool Name: Enter a descriptive name for the credit pool.
   
   

  3. Associate the Credit Pool with a Company 

1. Click on the Choose Company button to open the company selection popup.
   
    
2. Select the company with which the credit pool will be associated. 

  4. Define Credit Pool Details 

1. Start Date and Expiry Date: Specify the duration for which the credit pool will remain active.
    
2. Pool Size: Determine the total amount of credits available in the pool.
   
   
3. Default Discount: Set a default discount percentage applicable to the credit pool if required.
   
   

  5. Save the Credit Pool 

1. Review the information entered to ensure all details are accurate. 
2. Click the Save button to finalize the creation of the credit pool.