Difference between revisions of "How do I process a customer booking?"
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* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
| − | * At {{DataPrompt|Customer}} enter the first few letters of the customer name | + | * At {{DataPrompt|Customer}} enter the first few letters of the customer name and press {{KeyPress|Enter}}. |
| − | ** | + | ** [[Do I have to remember all these Account Codes?|Search]] for an existing customer or [[Creating a New Customer/Supplier|create]] a new account. |
{{Information|text=Initially you may take a booking without creating an account for a customer. However you ''must'' create an account for them before you may take a deposit and produce an invoice.}} | {{Information|text=Initially you may take a booking without creating an account for a customer. However you ''must'' create an account for them before you may take a deposit and produce an invoice.}} | ||
| − | {{Tip|text=If you do not create an account at this stage click into the {{DataPrompt|Reference}} field and enter their name and telephone number.}} | + | {{Tip|text=If you do not wish to create an account at this stage, click into the {{DataPrompt|Reference}} field and enter their name and telephone number.}} |
* Enter the dates and times the booking period starts and ends in the {{DataPrompt|From}} and {{DataPrompt|To}} fields. | * Enter the dates and times the booking period starts and ends in the {{DataPrompt|From}} and {{DataPrompt|To}} fields. | ||
Revision as of 13:52, 20 July 2018
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This article or section is under development. Be aware: Content will change as the document progresses. |
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Contents
Summary
This article guides you through how to process a booking for a customer.
More Information
Bookings are made through " Booking and Hire Add or Edit Customer Bookings".
They can be made directly through this screen or via an enquiry.
New Bookings
Booking Details
Go to " Booking and Hire Add or Edit Customer Bookings".
- Click [Add].
- At "Customer" enter the first few letters of the customer name and press <Enter>.
 | Initially you may take a booking without creating an account for a customer. However you must create an account for them before you may take a deposit and produce an invoice. |
 | If you do not wish to create an account at this stage, click into the "Reference" field and enter their name and telephone number. |
- Enter the dates and times the booking period starts and ends in the "From" and "To" fields.
| The start and end times will be populated by your system defaults. Amend the times only if this booking falls outside your normal hire period. |
Booking Items
Click [Add] to start adding hire items to the booking.
- Enter the item type or press <Ctrl+F1> to search.
- Click [Search] and select the item type.
- Click [Choose] to return to the booking.
- Enter the Hire item or press <Ctrl+F1> to search.
- Click [Search] and select the item to link to this booking.
- Click [Choose] to return to the booking.
- Click into the appropriate field and enter either the the "Nett Price" or "Gross Price" to hire this item for the booking period.
| The [Booking Document] section above displays the Nett, VAT and Gross total for this booking. |
Repeat to add all items to apply to this booking.
Taking a Deposit
To take a "Booking Deposit" and/or "Security Deposit" click [Take].
- [Booking Deposit].
- Click the letter against the relevant payment method.
- If a booking deposit has not been calculated for you, enter the deposit amount against the relevant payment method.
- [Security Deposit]
- Click the letter against the relevant payment method.
- If a security deposit has not been calculated for you, enter the deposit amount against the relevant payment method.
| Deposit amounts are calculated based on the settings per Hire Item Type. |
Click [Done] to return to the booking form.
Check you have completed all relevant details and click [Done].
Existing Bookings
To view or amend an existing booking go to " Booking and Hire Add or Edit Customer Bookings".
- Enter a date range to cover the period of the booking or click "Search" to view all current bookings.
- You may click [Advanced] to search for bookings for a specific customer, hire item or status.
- Select the booking and click [Edit].
- Make any changes e.g. to [Add] or [Remove] a hire item or [Take] a deposit}}.
When you have made your changes click [Done].
