Difference between revisions of "How do I process a customer booking?"
From Catalyst
Katy Kitchen (talk | contribs) (→Taking a Deposit) |
Katy Kitchen (talk | contribs) |
||
| Line 1: | Line 1: | ||
| − | {{ | + | {{Review}} |
{{PreRelease}} | {{PreRelease}} | ||
| Line 57: | Line 57: | ||
== Existing Bookings == | == Existing Bookings == | ||
| − | |||
To view or amend an existing booking go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | To view or amend an existing booking go to {{Menu|{{BH}}|Add or Edit Customer Bookings}}. | ||
* Enter a date range to cover the period of the booking or click {{DataPrompt|Search}} to view all current bookings. | * Enter a date range to cover the period of the booking or click {{DataPrompt|Search}} to view all current bookings. | ||
** 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 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}}. | ||
| + | |||
| + | == Follow Up Processes == | ||
| + | These articles will guide you through the follow up processes. | ||
| + | |||
| + | * [[How do I Print a Hire Agreement Document?|Printing a Hire Agreement]]. | ||
| + | * [[How do I Produce a Hire Booking Invoice?|Printing a Hire Invoice]]. | ||
| + | * [[How do I Take a Payment for a Hire Invoice?|Taking a Payment]] | ||
| + | |||
| + | == See also == | ||
| + | * [[How do I Handle a Customer Booking Enquiry?]] | ||
| + | * [[How do I Take a Deposit for a Customer Booking?]] | ||
| + | |||
| + | {{KB_Tags|Booking, Take, Deposit, Security, Hire, Item, Rental,Customer Booking, Customer Enquiry}} | ||
| + | {{KB_BH}} | ||
| + | {{KB_Ref|BH95}} | ||
Revision as of 14:32, 20 July 2018
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
 |
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.
- 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].
Follow Up Processes
These articles will guide you through the follow up processes.
See also
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
BH95
