Difference between revisions of "How do I customise the customer booking process?"
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== Summary == | == Summary == | ||
| − | The following article explains how to customise the automatic setting of [[How do I | + | The following article explains how to customise the automatic setting of [[How do I create a booking status?|booking statuses]] during the customer [[How do I process a customer booking?|booking process]]. |
== More Information == | == More Information == | ||
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* When a new customer booking is created, the status {{DataValue|PRO}} -> {{DataValue|Provisional}} is set. | * When a new customer booking is created, the status {{DataValue|PRO}} -> {{DataValue|Provisional}} is set. | ||
* When the first deposit has been taken for the customer booking, the status {{DataValue|CON}} -> {{DataValue|Confirmed}} is set. | * When the first deposit has been taken for the customer booking, the status {{DataValue|CON}} -> {{DataValue|Confirmed}} is set. | ||
| − | * When | + | * When the hire items are due to be collected by the customer, the status {{DataValue|COL}} -> {{DataValue|Collection Due}} is set. |
* When an invoice is produced for the customer booking, the status {{DataValue|OUT}} -> {{DataValue|Out on Hire}} is set. | * When an invoice is produced for the customer booking, the status {{DataValue|OUT}} -> {{DataValue|Out on Hire}} is set. | ||
| − | * When | + | * When the hire items are due to be returned by the customer, the status {{DataValue|BAC}} -> {{DataValue|Due Back}} is set. |
| − | * When the hire | + | * When the hire items have been returned and the {{Button|Returned}} button on the toolbar of {{DataPrompt|Customer Booking Properties}} has been pressed, the status {{DataValue|RET}} -> {{DataValue|Returned but Incomplete}} is set. |
* When all invoices have been paid and all deposits have been allocated or returned, the status {{DataValue|COM}} -> {{DataValue|Returned and Complete}} is set. | * When all invoices have been paid and all deposits have been allocated or returned, the status {{DataValue|COM}} -> {{DataValue|Returned and Complete}} is set. | ||
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=== Amending the Default Statuses === | === Amending the Default Statuses === | ||
If you want to customise the statuses set at each milestone: | If you want to customise the statuses set at each milestone: | ||
| − | * Go to {{ | + | * Go to {{PlatinumModuleSettings|{{BH}}|Module Settings}}. |
* Scroll down to the {{DataPrompt|Customer Bookings}} section. | * Scroll down to the {{DataPrompt|Customer Bookings}} section. | ||
* Find the {{DataPrompt|Default ... status:}} you would like to amend and enter the status you would like to set at that milestone. | * Find the {{DataPrompt|Default ... status:}} you would like to amend and enter the status you would like to set at that milestone. | ||
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=== Overriding by Activity Type === | === Overriding by Activity Type === | ||
| − | It is possible to override the default statuses and set different statuses depending on the [[How do I | + | It is possible to override the default statuses and set different statuses depending on the [[How do I create a hire item activity type?|booking time activity]] of the customer booking. |
* Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Activity Types}}. | * Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Activity Types}}. | ||
* Press the {{Button|Search}} button. | * Press the {{Button|Search}} button. | ||
| − | * Highlight the booking time activity you want to customise the statuses | + | * Highlight the booking time activity for which you want to customise the statuses on the list. |
* Press the {{Button|Edit}} button. | * Press the {{Button|Edit}} button. | ||
| − | * Move to the {{ | + | * Move to the {{Tab|Settings}} tab. |
| − | * In the {{DataPrompt|Booking Statuses}} box, find the milestone you would like to amend the status | + | * In the {{DataPrompt|Booking Statuses}} box, find the milestone for which you would like to amend the status and enter the code of the status you would like set when that milestone is reached. |
* Press the {{Button|Done}} button and {{Button|Accept}} the changes. | * Press the {{Button|Done}} button and {{Button|Accept}} the changes. | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I create a booking status?]] |
| − | * [[How do I | + | * [[How do I process a customer booking?]] |
| − | * [[How do I | + | * [[How do I take a deposit for a customer booking?]] |
| − | * [[How do I | + | * [[How do I produce a hire booking invoice?]] |
| − | * [[How do I | + | * [[How do I take a payment for a hire invoice?]] |
| − | * [[How do I | + | * [[How do I refund customer booking deposits?]] |
| − | * [[How do I | + | * [[How do I create a hire item activity type?]] |
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| + | {{KB_Tags|customise, custom, booking, process, status, statuses, deposit, invoice, complete}} | ||
| + | {{How}}{{KB_BH}} | ||
| − | |||
| − | |||
{{KB_Ref|BH02, BH95, BH96, BH97, BH98}} | {{KB_Ref|BH02, BH95, BH96, BH97, BH98}} | ||
Latest revision as of 05:33, 19 June 2019
Contents
Summary
The following article explains how to customise the automatic setting of booking statuses during the customer booking process.
More Information
The status of a customer booking is shown on the list in "Add or Edit Customer Bookings" and on the "Details" tab of "Customer Booking Properties".
The Default Statuses
The status of a customer booking is automatically set when the following milestones are reached:
- When a new customer booking is created, the status 'PRO' -> 'Provisional' is set.
- When the first deposit has been taken for the customer booking, the status 'CON' -> 'Confirmed' is set.
- When the hire items are due to be collected by the customer, the status 'COL' -> 'Collection Due' is set.
- When an invoice is produced for the customer booking, the status 'OUT' -> 'Out on Hire' is set.
- When the hire items are due to be returned by the customer, the status 'BAC' -> 'Due Back' is set.
- When the hire items have been returned and the [Returned] button on the toolbar of "Customer Booking Properties" has been pressed, the status 'RET' -> 'Returned but Incomplete' is set.
- When all invoices have been paid and all deposits have been allocated or returned, the status 'COM' -> 'Returned and Complete' is set.
 | The status can only move on to the next status in the sequence. It will not skip over statuses in the sequence. |
Amending the Default Statuses
If you want to customise the statuses set at each milestone:
- Go to " Reports & Settings Maintenance Options System Administrator Module Settings Booking and Hire Module Settings".
- Scroll down to the "Customer Bookings" section.
- Find the "Default ... status:" you would like to amend and enter the status you would like to set at that milestone.
 | If you do not want the status to change when a milestone is reached then you can blank out the setting. |
Overriding by Activity Type
It is possible to override the default statuses and set different statuses depending on the booking time activity of the customer booking.
- Go to " Booking and Hire Maintenance Options Add or Edit Activity Types".
- Press the [Search] button.
- Highlight the booking time activity for which you want to customise the statuses on the list.
- Press the [Edit] button.
- Move to the [Settings] tab.
- In the "Booking Statuses" box, find the milestone for which you would like to amend the status and enter the code of the status you would like set when that milestone is reached.
- Press the [Done] button and [Accept] the changes.
See also
- How do I create a booking status?
- How do I process a customer booking?
- How do I take a deposit for a customer booking?
- 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 create a hire item activity type?
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Tags
BH02, BH95, BH96, BH97, BH98
