View Booking Details

To access the BOOKINGS screen: Go to the SALES menu → BOOKINGS → VIEW BOOKING DETAILS

Booking Details Summary:

The Booking Details page is where you can manage all the information about your booking.
Products, Services & Retail services can be added to a booking from this page.
You can also view the booking received date, customer, summary of booked items, booked dollar amount, invoiced dollar amount, paid dollar amount, booking status, and prepayment deadline.

Screen Actions:

Edit Booking: Edit the booking values such as date booked, prepayment deadline, booking comments and conditions of sale comments.
Close Booking: Close the booking. This sets the booking to inactive. Note that you cannot close a booking that has active pick ups or unapplied prepayments.
Cancel Booking: Cancel the booking. This sets the booking to inactive. Note that you cannot cancel a booking that has active pick ups or prepayments.
Generate Invoice: To generate an invoice you must have pick ups that are in "posted" status. The system will generate the invoice and set the pick up to a status of invoiced. You can generate multiple invoices for a single booking.

More Actions menu:

View Changes: View a list of changes for the booking.
View Booking Confirmation: Generate a booking confirmation. The confirmation will show you a summary of products and services along with pricing for the customer booking.
Email Booking Confirmation: Email your customer a copy of their booking confirmation and copy yourself on the email.
Pickup: Add a pick up to your booking and enter your scale tickets or service values for invoicing.
Add Pre-Payment: Add a prepayment to the booking. Note that prepayments added to a booking will only be applied to invoices generated for this specific booking.
Add Credit Memo: Add a credit amount to the booking that will later be applied to the booking invoice.
Attachment: Add and view file attachments for the booking.

The Booking Details Screen consists of 8 tabs:

Product Line Items: Add products to your booking. You can select from the list of products, or book against a specific lot. Product bookings are used when you do not know which inventory lot will be allocated for the customer pick up.
Service Line Items: Add services to your booking. You can select from the list of services that you have set up.
Retail Product Line Items: Add retail products to your booking. Choose from the list of retail products you have set up under the product master → retail products menu.
Booking Pickups: View all of your booking pickups. One booking can have multiple pick ups.
Pre Payments: View all pre-payments made towards a booking, and pre-payments can be added to a booking.
Booking Invoices: View all of the invoices generated for a booking.
Booking Payments: Payments applied directly to this booking only will appear here.

Note: You cannot apply booking payments until an invoice has been generated.