Difference between revisions of "How do I process a customer booking?"
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== Summary == | == Summary == | ||
This article guides you through how to process a booking for a customer. | This article guides you through how to process a booking for a customer. | ||
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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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* At {{DataPrompt|Customer}} enter the first few letters of the customer name and press {{KeyPress|ENTER}}. | * At {{DataPrompt|Customer}} enter the first few letters of the customer name and press {{KeyPress|ENTER}}. | ||
| − | ** [[Do I have to remember all these | + | ** [[Do I have to remember all these customer and supplier codes?|Search]] for an existing customer or [[Creating a new customer or 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.}} | ||
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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 === | ||
| − | Click {{Button|Add}} to start adding | + | Click {{Button|Add}} to start adding items to the booking. |
| − | * Enter the [[How do I | + | * Enter the [[How do I create a booking 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 | + | * Enter the [[How do I create a hire item?|hire item]] or stock item or alternatively, press {{KeyPress|C-F1}} to search for the item. |
| − | ** Click {{Button|Search}} and select the item to | + | ** Click {{Button|Search}} and select the item to add to the booking. |
** Click {{Button|Choose}} to return to the booking. | ** Click {{Button|Choose}} to return to the booking. | ||
| − | * At {{DataPrompt|Nett Price}} or {{DataPrompt|Gross Price}}, enter the price to hire the | + | * If applicable, at {{DataPrompt|Quantity}}, enter the quantity of the booking item. |
| + | * At {{DataPrompt|Nett Price}} or {{DataPrompt|Gross Price}}, enter the price to either purchase or hire the item for the booking period. | ||
{{Information|text=If the hire item has an associated {{DataPrompt|Price Plan}} then a default price will be automatically calculated for you. A description of the price can be found in the {{DataPrompt|Price description}} column.}} | {{Information|text=If the hire item has an associated {{DataPrompt|Price Plan}} then a default price will be automatically calculated for you. A description of the price can be found in the {{DataPrompt|Price description}} column.}} | ||
{{Information|text=The {{Tab|Booking Document}} section above displays the Nett, VAT and Gross total for this booking.}} | {{Information|text=The {{Tab|Booking Document}} section above displays the Nett, VAT and Gross total for this booking.}} | ||
| − | Repeat to add all items | + | Repeat this process to add all items that apply to this booking. |
=== Taking a Deposit === | === Taking a Deposit === | ||
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* 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. | ||
| − | {{Information|text=Deposit amounts are calculated based on the [[How do I | + | {{Information|text=Deposit amounts are calculated based on the [[How do I create a booking item type?#Booking Settings|settings]] per booking item Type.}} |
Click {{Button|Done}} to return to the booking form. | Click {{Button|Done}} to return to the booking form. | ||
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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 | + | * Make any changes, e.g. to {{Button|Add}} or {{Button|Remove}} a booking 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}}. | ||
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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?]] | ||
| + | * [[How do I cancel a customer booking?]] | ||
| + | * [[How do I refund customer booking deposits?]] | ||
| − | {{KB_Tags|booking, take, deposit, security, hire, item, rental, customer booking, customer enquiry}} | + | {{KB_Tags|booking, take, deposit, security, hire, item, rental, customer booking, customer enquiry, extras, accessories, sundry charges}} |
| − | {{KB_BH}} | + | {{How}}{{KB_BH}} |
{{KB_Ref|BH02}} | {{KB_Ref|BH02}} | ||
Latest revision as of 09:17, 24 December 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 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 stock item or alternatively, press <Ctrl+F1> to search for the item.
- Click [Search] and select the item to add to the booking.
- Click [Choose] to return to the booking.
- If applicable, at "Quantity", enter the quantity of the booking item.
- At "Nett Price" or "Gross Price", enter the price to either purchase or hire the 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 this process to add all items that 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 booking 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 booking 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?
- How do I cancel a customer booking?
- How do I refund customer booking deposits?
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