Difference between revisions of "Getting started - Booking & Hire"
From Catalyst
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== Summary == | == Summary == | ||
The following article explains how to get started with {{BH}}. | The following article explains how to get started with {{BH}}. | ||
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Hire items can be linked to your {{VS}} or {{ST}} modules to allow you to link to existing [[Creating a Used Vehicle|Vehicle]] and [[Creating a Stock Item|Stock]] records. Alternatively they can be created without a link to a module. | Hire items can be linked to your {{VS}} or {{ST}} modules to allow you to link to existing [[Creating a Used Vehicle|Vehicle]] and [[Creating a Stock Item|Stock]] records. Alternatively they can be created without a link to a module. | ||
| − | *See [[How do I Create a Hire Item Type?]] to create categories of items you intend to hire and define which, if any, module they link | + | *See [[How do I Create a Hire Item Type?]] to create categories of items you intend to hire and define to which, if any, module they link. |
*See [[How do I Create a Hire Item?]] to create the items you intend to hire. | *See [[How do I Create a Hire Item?]] to create the items you intend to hire. | ||
=== Bookings and Enquiries === | === Bookings and Enquiries === | ||
| − | Enquiries and Customer Bookings can be added to the system through Add or Edit Customer Bookings. | + | Enquiries and Customer Bookings can be added to the system through {{Menu|Add or Edit Customer Bookings}}. |
* [[How do I Handle a Customer Booking Enquiry?]] explains how to view availability of hire items for a potential customer. | * [[How do I Handle a Customer Booking Enquiry?]] explains how to view availability of hire items for a potential customer. | ||
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=== Refunds and Security === | === Refunds and Security === | ||
| − | These articles guide you through how to refund a deposit | + | These articles guide you through how to refund a deposit, how to issue a security invoice and how to retain a security deposit, in the event of damage or loss to your hire items. |
* [[How do I Refund Customer Booking Deposits?|Refunding deposits]] in the event of a cancellation or amendment to a booking. | * [[How do I Refund Customer Booking Deposits?|Refunding deposits]] in the event of a cancellation or amendment to a booking. | ||
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=== Hire Item Availability === | === Hire Item Availability === | ||
| − | These articles explain how to create activity types to suit your business e.g. Cleaning, Repairs, Staff hire etc and how to show items as unavailable for hire. | + | These articles explain how to create activity types to suit your business, e.g. Cleaning, Repairs, Staff hire etc and how to show items as unavailable for hire. |
* [[How do I Create a Hire Item Activity Type?|Creating Activity Types]]. | * [[How do I Create a Hire Item Activity Type?|Creating Activity Types]]. | ||
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== Customising your Hire System == | == Customising your Hire System == | ||
| − | The system is issued with standard settings which you may wish to tailor to suit your business e.g. the default Hire Period, Booking Statuses, default Deposit amounts etc. | + | The system is issued with standard settings which you may wish to tailor to suit your business, e.g. the default Hire Period, Booking Statuses, default Deposit amounts etc. |
* See [[How do I Customise the Customer Booking Process?]] for more information. | * See [[How do I Customise the Customer Booking Process?]] for more information. | ||
Revision as of 08:33, 9 October 2018
Contents
Summary
The following article explains how to get started with Booking and Hire.
More Information
Creating Hire Items
Hire items can be linked to your Unit Sales or Stock Control modules to allow you to link to existing Vehicle and Stock records. Alternatively they can be created without a link to a module.
- See How do I Create a Hire Item Type? to create categories of items you intend to hire and define to which, if any, module they link.
- See How do I Create a Hire Item? to create the items you intend to hire.
Bookings and Enquiries
Enquiries and Customer Bookings can be added to the system through " Add or Edit Customer Bookings".
- How do I Handle a Customer Booking Enquiry? explains how to view availability of hire items for a potential customer.
- How do I Process a Customer Booking? explains how to enter a booking.
The following articles will guide you through the steps involved in a booking from taking a deposit through to producing the final invoice.
- Taking Booking Deposits and Security Deposits
- Producing a Hire Agreement Form
- Producing a Hire Invoice
- Taking a Payment
Refunds and Security
These articles guide you through how to refund a deposit, how to issue a security invoice and how to retain a security deposit, in the event of damage or loss to your hire items.
- Refunding deposits in the event of a cancellation or amendment to a booking.
- Producing a Security invoice in the event of loss or damage to a hire item or items.
- Allocating a Payment in the event the security deposit does not cover the balance of the invoice.
Hire Item Availability
These articles explain how to create activity types to suit your business, e.g. Cleaning, Repairs, Staff hire etc and how to show items as unavailable for hire.
Customising your Hire System
The system is issued with standard settings which you may wish to tailor to suit your business, e.g. the default Hire Period, Booking Statuses, default Deposit amounts etc.
- See How do I Customise the Customer Booking Process? for more information.
- See How do I Create a Booking Status? for how to add your own booking statuses to the system.
- See How do I Customise Text on my Booking and Security Invoices?.
See also
- How do I Create a Hire Item?
- How do I Create a Hire Item Type?
- How do I Process a Customer Booking?
- How do I Handle a Customer Booking Enquiry?
- How do I Take a Deposit for a Customer Booking?
- How do I Print a Hire Agreement Document?
- How do I Produce a Hire Booking Invoice?
- How do I Take a Payment for a Hire Invoice?
- How do I Refund Customer Booking Deposits?
- How do I Produce a Security Invoice?
- How do I Take a Payment for a Security Invoice?
- How do I Customise the Customer Booking Process?
- How do I Create a Booking Status?
- How do I Make a Hire Item Unavailable for a Period?
- How do I Create a Hire Item Activity Type?
- How do I Customise Text on my Booking and Security Invoices?
