Difference between revisions of "How do I process a customer booking?"
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m (Les Ward moved page How do I Process a Customer Booking? to How do I process a customer booking?) |
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Bookings are made through {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | Bookings are made through {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | ||
| − | They can be made directly through this screen or via an [[How do I | + | They can be made directly through this screen or via an [[How do I deal with a customer booking enquiry?|enquiry]]. |
== New Bookings == | == New Bookings == | ||
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* 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 | + | {{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.}} |
=== Booking Items === | === Booking Items === | ||
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** You may click {{Button|Advanced}} to search for bookings for a specific customer, hire item or status. | ** You may click {{Button|Advanced}} to search for bookings for a specific customer, hire item or status. | ||
* 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 | + | * 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 63: | Line 63: | ||
These articles will guide you through the follow up processes. | These articles will guide you through the follow up processes. | ||
| − | * [[How do I | + | * [[How do I print a hire agreement document?|Printing a Hire Agreement]]. |
| − | * [[How do I | + | * [[How do I produce a hire booking invoice?|Printing a Hire Invoice]]. |
| − | * [[How do I | + | * [[How do I take a payment for a hire invoice?|Taking a Payment]] |
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I deal with a customer booking enquiry?]] |
| − | * [[How do I | + | * [[How do I take a deposit for a customer booking?]] |
* [[How do I customise pricing in Booking & Hire?]] | * [[How do I customise pricing in Booking & Hire?]] | ||
Revision as of 06:27, 19 March 2019
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 deal with 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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