Difference between revisions of "How do I process a customer booking?"

From Catalyst
Jump to: navigation, search
Line 15: Line 15:
 
* Click {{Button|Add}}.
 
* Click {{Button|Add}}.
  
* At {{DataPrompt|Customer}} enter the first few letters of the customer name into the {{DataPrompt|Customer}} box and press {{KeyPress|Enter}}.  
+
* At {{DataPrompt|Customer}} enter the first few letters of the customer name and press {{KeyPress|Enter}}.  
** Click [[Do I have to remember all these Account Codes?|here]] for how to search for a customer or [[Creating a New Customer/Supplier|here]] for how to create a new account.
+
** [[Do I have to remember all these Account Codes?|Search]] for an existing customer or [[Creating a New Customer/Supplier|create]] a new account.
  
 
{{Information|text=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.}}  
 
{{Information|text=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.}}  
  
{{Tip|text=If you do not create an account at this stage click into the {{DataPrompt|Reference}} field and enter their name and telephone number.}}
+
{{Tip|text=If you do not wish to create an account at this stage, click into the {{DataPrompt|Reference}} field and enter their name and telephone number.}}
  
 
* Enter the dates and times the booking period starts and ends in the {{DataPrompt|From}} and {{DataPrompt|To}} fields.  
 
* Enter the dates and times the booking period starts and ends in the {{DataPrompt|From}} and {{DataPrompt|To}} fields.  

Revision as of 13:52, 20 July 2018

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>.
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 wish to 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

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].