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 and press {{KeyPress| | + | * 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. | ** [[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=You may create 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=You may create 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 wish to 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 booking period in the {{DataPrompt|From}} and {{DataPrompt|To}} fields. | + | * Enter the booking period in the {{DataPrompt|From}} and {{DataPrompt|To}} fields. |
{{Information|The start and end times will be populated by your [[How do I Customise the Customer Booking Process?|system defaults]]. Amend the times only if this booking falls outside your normal hire period.}} | {{Information|The start and end times will be populated by your [[How do I Customise the Customer Booking Process?|system defaults]]. Amend the times only if this booking falls outside your normal hire period.}} | ||
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Click {{Button|Add}} to start adding hire items to the booking. | Click {{Button|Add}} to start adding hire items to the booking. | ||
* Enter the [[How do I Create a Hire Item Type?|item type]] or press {{KeyPress|C-F1}} to search. | * Enter the [[How do I Create a Hire Item Type?|item type]] or press {{KeyPress|C-F1}} to search. | ||
| − | ** Click {{Button|Search}} and select the item type. | + | ** Click {{Button|Search}} and select the item type. |
** Click {{Button|Choose}} to return to the booking. | ** Click {{Button|Choose}} to return to the booking. | ||
* Enter the [[How do I Create a Hire Item?|Hire item]] or press {{KeyPress|C-F1}} to search. | * Enter the [[How do I Create a Hire Item?|Hire item]] or press {{KeyPress|C-F1}} to search. | ||
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To take a {{DataPrompt|Booking Deposit}} and/or {{DataPrompt|Security Deposit}}, click {{Button|Take}}. | To take a {{DataPrompt|Booking Deposit}} and/or {{DataPrompt|Security Deposit}}, click {{Button|Take}}. | ||
| − | Choose the appropriate tab, either {{Tab|Booking Deposit}} or {{Tab|Security Deposit}}. | + | Choose the appropriate tab, either {{Tab|Booking Deposit}} or {{Tab|Security Deposit}}. |
| − | * Click the letter against the relevant payment method. | + | * Click the letter against the relevant payment method. |
* If the deposit amount has not been calculated for you, enter the value against the relevant payment method. | * If the deposit amount has not been calculated for you, enter the value against the relevant payment method. | ||
| Line 58: | Line 58: | ||
* Select the booking and click {{Button|Edit}}. | * Select the booking and click {{Button|Edit}}. | ||
* Make any changes, e.g. to {{Button|Add}} or {{Button|Remove}} a hire item or {{Button|Take}} a [[How do I Take a Deposit for a Customer Booking?|deposit]]. | * Make any changes, e.g. to {{Button|Add}} or {{Button|Remove}} a hire item or {{Button|Take}} a [[How do I Take a Deposit for a Customer Booking?|deposit]]. | ||
| − | + | ||
When you have made your changes, click {{Button|Done}}. | When you have made your changes, click {{Button|Done}}. | ||
| Line 73: | Line 73: | ||
* [[How do I Customise Pricing in Booking & Hire?]] | * [[How do I Customise Pricing in Booking & Hire?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|booking, take, deposit, security, hire, item, rental, customer booking, customer enquiry}} |
{{KB_BH}} | {{KB_BH}} | ||
| + | |||
{{KB_Ref|BH02}} | {{KB_Ref|BH02}} | ||
Revision as of 12:15, 21 December 2018
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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>.
 | You may create 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 booking period 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.
- At "Nett Price" or "Gross Price", enter the price to hire the hire item for the booking period.
| If the hire item has an associated "Price Plan" then a default price will be automatically calculated for you. A description of the price can be found in the "Price description" column. |
| 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].
Choose the appropriate tab, either [Booking Deposit] or [Security Deposit].
- Click the letter against the relevant payment method.
- If the deposit amount has not been calculated for you, enter the value 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].
Follow Up Processes
These articles will guide you through the follow up processes.
See also
- How do I Handle a Customer Booking Enquiry?
- How do I Take a Deposit for a Customer Booking?
- How do I Customise Pricing in Booking & Hire?
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Tags
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