Add a Booking

Click Add Booking.

Fields appearing in Pink are Mandatory, and must be entered.

1. Date Booked:  Select the date that the product was booked.

2. Alternate Invoicing Company:   Select the company whose logo and name/address information you want to appear on all customer-facing documents for this booking.  By default your main/primary company will be selected.

3. Customer:  Select a customer from the list.

4. Quote Only:  Check this box if you want to make a quote instead of a full booking (see quotes for more info).

5. Contact Name:  Search through your list of customers by first and last name.

6. Pre-Payment Deadline:  If the booking must be pre-paid by a certain date, select this action to set a date. Note: this date will be shown on your customer's sales/booking confirmation document.

7. Consignee:  Enter a consignee for the booking, if different from the customer.

8. Comments:  Add a comment for the booking. Note that the booking comments will be displayed on your customer's sales/booking confirmation document. 

9. Override Conditions of Sale Comments:  Overrides any Condition of Sale Comments. This will override your default conditions of sale comments that appear on your customer invoice. If you want to use the default conditions of sale comments, then leave this field blank.

10. Sales Person:  Select the salesperson for this booking from the drop-down list of all users in your company's account.

To save the booking, click Save.

You will then be taken to the Booking Details page for the booking.

After creating the booking as outlined above, you will be redirected to the Booking Details page. 

You can also get there by going to the Sales menu → Bookings → Click View Booking Details beside the booking that you want to add items to.

Under the Product Line Items tab, click the + button.

The Product Line Item screen will appear where you can enter the details about the product to be added to the booking.

Fields appearing in Pink are Mandatory, and must be entered.

1. Product:  Select the product to be booked from the drop down list.

2. Lot:  Select the lot that the inventory will be coming from for this booking.

3. Quantity Booked:  Enter the quantity of the product to be booked.

4. Allow UoM Override:  Check this box if you want to enter the booking in a unit of measure that is different from the product's unit of measure.

5. Allow SRP Override: Check this box if you want to override the SRP on this product on this booking only. You will then be able to enter a new price.

6. Show Discount: Check this box if you want to add a discount to this product, on this booking only.

7. Early Pickup: Check this box if the customer can take early pickup for this product.

8. Comments (Internal Only): Enter any internal comments. Customers will not be able to see these comments.

9. External Comments: Enter any external comments for your customer to see.

10. Unit Sell Price:  This box displays the unit price the line item will be sold for including any discounts or SRP overrides. This field is non editable.

11. Net Price:  This box displays the total net sell price that the line item will be sold for including any discounts and overrides. This field is non editable.

12. Include in freight: Check this box if the quantity of this product picked up should be included in the freight calculations.

Note:  This checkbox will only appear if a freight service is added to the booking.

To save the product line item, click Save.

You will then see the product line item appear under the Product Line Item tab on the Booking Details page. 

Your inventory availability & booked on your product/lot will be adjusted based on the amount booked so your inventory is always up to date after adding/editing bookings.

Once a product line item is added you can edit it. Click edit icon in the actions column then click edit product line item. 

If the pick up quantity on the product line item is 0, you are able to edit:

1. Lot:  Select the lot that the inventory will be coming from for this booking.

2. Quantity Booked:  Enter the quantity of the product to be booked.

3. Allow SRP Override: Check this box if you want to override the SRP on this product on this booking only. You will then be able to enter a new price.

4. Show Discount: Check this box if you want to add a discount to this product, on this booking only.

5. Early Pickup: Check this box if the customer can take early pickup for this product.

6. Comments (Internal Only): Enter any internal comments. Customers will not be able to see these comments.

7. External Comments: Enter any external comments for your customer to see.

To save any changes to the product line item, click Save.

After creating the booking as outlined above, you will be redirected to the Booking Details page. 

You can also get there by going to the Sales menu → Bookings → Click View Booking Details beside the booking that you want to add items to.

Under the Service Line Items tab, click the + button.

The Service Line Item screen will appear where you can enter the details about the service to be added to the booking.

Fields appearing in Pink are Mandatory, and must be entered.

1. Service:  Select the service to add to the booking from the drop down list.

2. Quantity Booked:  Enter the quantity booked.

3. Allow SRP Override:  Check this box if you want to override the SRP on this service on this booking only. You will then be able to enter a new price.

4. Unit Discount: Enter a discount ($/UoM) if you are offering a discount on the service.

5. % Discount: Enter a % discount if you are offering a discount on the service.

Note:  As soon as either discount field is filled out, the other will calculate the discount automatically.

6. Comments (Internal Only): Enter any internal comments. Customers will not be able to see these comments.

7. External Comments: Enter any external comments for your customer to see.

To save the service line item, click Save.

You will then see the service line item appear under the Service Line Item tab on the Booking Details page. 

After creating the booking as outlined above, you will be redirected to the Booking Details page. 

You can also get there by going to the Sales menu → Bookings → Click View Booking Details beside the booking that you want to add items to.

Under the Retail Product Line Items tab, click the + button.

The Retail Product Line Item screen will appear where you can enter the details about the retail product to be added to the booking.

Fields appearing in Pink are Mandatory, and must be entered.

1. Retail Product: Select the retail product to be added to the booking from the drop down list.

2. Quantity Booked: Enter the quantity of the retail product to be booked.

3. Allow SRP Override:  Check this box if you want to override the SRP on this retail product on this booking only. You will then be able to enter a new price.

4. Unit Discount: Enter a discount ($/UoM) if you are offering a discount on the retail product.

5. % Discount: Enter a % discount if you are offering a discount on the retail product.

Note:  As soon as either discount field is filled out, the other will calculate the discount automatically.

6. Comments (Internal Only): Enter any internal comments. Customers will not be able to see these comments.

7. External Comments: Enter any external comments for your customer to see.

To save the line item, click Save.

You will then see the retail product line item appear under the Retail Product Line Item tab on the Booking Details page.