How do I process a customer booking?
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Revision as of 11:03, 20 July 2018 by Katy Kitchen (talk | contribs) (Created page with "{{Incomplete}} {{PreRelease}} == Summary == This article guides you through how to process a booking for a customer. == More Information == Bookings are made through {{Menu|...")
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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 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>.
![]() | 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.