Add a Booking

To access the BOOKINGS screen:  Go to the SALES menu    BOOKINGS screen

PRE-REQUISITE:  Before you can add a booking, you must first ensure that you have entered your Customer information.

Click Add Booking.

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


Note: This option will only appear if your Seedtrakr subscription includes multi-company invoicing.

To save the booking, click Save.

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

Adding Product Line Items to Bookings

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.

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.

Adding Service Line Items to Bookings

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.

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

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. 

Adding Retail Product Line Items to Bookings

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.

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

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.