Adding a Booking (Mobile)
To add a BOOKING: Go to the SALES menu → BOOKINGS screen
Navigate to the Bookings Screen
Expand the Sales menu, click Bookings.
Add a booking
Tap the + button to add a new booking.
Enter the booking information
The Add New Booking screen will appear. Enter all information for the new booking. All fields marked with an asterisk (*) are required.
Date Booked: Select the date of the booking.
Customer: Search for or select a customer from the customer list.
Pre-Payment Deadline: Check the checkbox if the booking has a prepayment deadline.
Pre-Payment Discount (%): Enter a discount % if the pre-payment deadline is met Note: This field will only appear if a pre-payment deadline has been set.
Consignee: Enter the name of the consignee (if different than the customer on the booking).
Comment: Enter any comments to be kept with the booking.
Override Conditions of Sale Comments: Enter any text in this section that will be used to override the default conditions of sale comments (set in your company settings).
Sales Person: Select the salesperson from a drop down of all the users within your company.
When all the required information has been filled out, click Add to finish.
