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. PO#: Enter in customers PO#. (if applicable)

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

10. 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.

11. 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. PO #: If the PO # is entered when creating a booking it will auto populate here.  The     PO # can be changed for every Product Line that is added.

5. PO Date: A drop down box will appear where you can select a date for your PO.

6. 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.

7. 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.

Note: If you are on the enterprise tier and have dynamic pricing set up on your booked product. You will not be able to change the price below the COGS fob ($/) * Base margin

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

Note: If you are on the enterprise tier and have dynamic pricing set up on your booked product. You will not be able to change the price below the COGS fob ($/) * Base margin

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

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

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

12. 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.

13. 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.

14. 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 select differnt options from the Actions column:

1. Edit a Product Line item or Add Service 

2. Add/Edit Seed Rate

3. Show Product SRP (Dynamic Pricing) Info

4. Add work order form product line item

5. Cancel product line item

6. Add additional price/PO

Note: This option is only avaialbe for the enterprise and distributor tiers

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.

Click Add additional price/po to add additional Pricing or PO #'s for the same Product line item on a booking.

A dialog box will appear

Fields appearing in Pink are Mandatory, and must be entered. Fields appearing in grey cannot be changed.

Quantitiy booked: Enter in the quantity for the new entry here

PO #: Change PO # here. This will be automatically populated if the booking has a PO #.

If you want to change the price you must select Allow SRP Override.

The new entry for that product line item will appear below and both entries will change to a new designated colour.  

A sequence # will appear under the PO Sequence column.  The number in this column is used to allocated picked up quantities to each PO.

When you add a new product line item to the booking, it will still appear below in white. It will only be added to a group when you add a new PO from that product line item. 

When you add a new price/po to that product line item they will appear in a new designated colour. If you add multiple PO groups they show up in different colour groupings.

The Booking Confirmation will display each line item as well as their associated PO #s and the pricing for each.

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. PO #: If a PO # is used when creating a booking it will auto populate here.  The     PO # can be changed for every Service Line that is add.

4. PO Date: A drop down box will appear when selected to choose a date for the PO.

5. 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.

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

7. % 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.

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.

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. PO #: If a PO # is used when creating a booking it will auto populate here. The      PO # can be changed for every Retail product that is add..

5. PO Date: A drop down box will appear when selected to choose a date for the PO.

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

7. % 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.

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.

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.