Offerings

What the Home says, checked against the app — 3 backed · 9 partly · 2 not verified

• Partly liveEach offering posts to an income account on the master chart of accounts.Why: Offerings stores an income account from the master chart on each offering, but the actual posting is done by Invoice, whose code is not shown.
• Backed by the appEach offering is scoped to the division that delivers it.
• Partly liveOfferings stores services and packages with pricing, options and duration.Why: Pricing and duration are stored, but there is no options model and no package (bundled offering) structure.
• Backed by the appOfferings marked bookable appear in Scheduling with their price, duration and account carried with the booking.
• Partly liveBookings and invoicing read from the same Offerings catalogue, so booking, invoice and ledger share one price record and cannot disagree.Why: There is one price record in the catalogue, but none of the files shown make Scheduling or Invoice read it.
• Partly liveA booking flows from Offerings into Scheduling and then Invoice as one record, becoming work and then a bill.Why: Offering, booking and schedule are linked here, but no code shown turns a booking into an invoice.
• Partly liveOfferings supports booking rules defining what can be booked and when.Why: What can be booked is controlled by the bookable flag, but no availability or time-window rules for when it can be booked appear in the files shown.
• Partly liveOfferings shares the platform customer record so bookings link to the same customer Service and Invoice know, without re-keying.Why: Bookings and work orders link to the shared CRM contact by id, but the files shown do not establish that Invoice uses the same record.
• Partly liveMaking a service bookable publishes it on the business's public site, ready for customers to book.Why: Offerings can be flagged visible in a Marketplace catalogue, but the bookable flag does not publish anything, and the public booking itself is not done in these files.
• Partly liveA customer booking goes into the calendar, onto the schedule and toward an invoice.Why: Staff-created bookings do appear on the calendar and schedule with a price attached, but no customer-initiated booking or invoice creation is shown.
• Backed by the appThe module uses the same tenant identity, permissions and shared records as the rest of AppSite.
• Partly liveThe catalogue, bookable offerings and the link to Scheduling and Invoice are included in every AppSite plan.Why: By default the core tier makes Offerings available on every plan, but platformConfig/modules can override the tier, and the Scheduling and Invoice links are separate modules (both are classed pro in the fallback for Invoice).
• Not checked yetOfferings is in the recommended module set for 12 of 19 industries.Why: Content, not code: an industry recommendation count.
• Not checked yetA related course set and the AppSite OPS certificate are included free and open in Training.Why: Content, not code: named courses and a certificate in Training.