How to make a Booking

In order to make a Booking, you must first go through the Enquiry and Quotation phases. 

 

Open the Quotation and Edit.

 

Select the Room Stay in Quoted status.

 

This will give you the option to Book. Note that if the Billing Account does not have all the information required to send an invoice, you will be advised of this when hovering over the Book button. Update the Billing Account details as advised before proceeding.

 

Assuming all information is updated in the Billing Account, you can proceed with Book.

 

You will be asked to confirm your selection as this will save all changes made to the Booking.

 

The Room Stay will be placed in Pending status. At this point, you can take payment or cancel the booking, but regardless, the unit availability has now been blocked for this booking.

 

Additionally, if you click on the Sales Invoices tab...

 

...you will see that the invoices have been created.

 

Proceed by taking payment (or not, if the Billing Account has a credit limit) and then edit the booking.

 

You now have the option to Confirm the booking.

 

This will bring up the Booking Confirmation email. You can edit the recipients and also update the body of the email. Send when you are ready.

 

This will update the booking to Confirmed status. This will not change the unit availability as it has already been blocked out, but...

 

...if you go to the Activities tab...

 

...you will see that the automatic Activities have now been generated for this booking.

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