How do I process a customer booking?

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 How do I Handle a Customer Booking Enquiry?.

New Bookings

Booking Details

Go to " Booking and Hire Add or Edit Customer Bookings".

• Press the [Add] button.

• At "Customer" enter the first few letters of the customer name into the "Customer" box and press <Enter>.
  • Click here for how to search for a customer or here for how to create a new account.

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 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

Click [Done] when the form is complete.