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New Reservation

New Reservation

This feature allows you to hold items for your customers, allowing them to make payment at a later date. The amount by which an item is reserved will be deducted from the quantity amount in inventory. Deleting the reservation will restore the quantity amount.

Get to the page below via Home Page > Reservations > New Reservation.

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Add a Customer to the Reservation

To add a name to the reservation, tap the field and use the keypad.

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Connect an existing customer to this reservation by tapping the customer icon. You may also add a new customer to the system through this option.

Tip
See here for a comprehensive guide to adding a customer.

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Reservation Method and Status

Tap to select the method by which the customer made the reservation and the status of the reservation.

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Reservation Information

Tap each field to input a reservation number, reference, issue date and valid until date / time.

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Addresses

If a customer is selected and their personal details have already been saved, their address will automatically be imported. If you wish to amend those details from here, or if you would like to add contact details that haven’t been previously saved, tap the fields.

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A pop-up will appear where you can input the customer’s contact details.

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Adding Items

Begin by tapping the ‘Item Name’ field.

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A small pop-up window will appear. Tap the an inventory group on the left hand-side, revealing all the items within it, followed by selecting an item. Alternatively, you can use the search bar to find an item.

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Once an item from your inventory has been selected, the other fields will automatically be filled out.

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Delete Items and Add Notes

Tap the icon and a small pop-up menu will appear.

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Here you may add a note about this particular line, or, should you wish to delete the line, tap the red bin icon.

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Add an Image

Tap the paperclip icon.

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In the pop-up window, tap the camera icon to launch the camera and take a photo, or alternatively, tap the image album icon to select a photo already saved to the device.

To add multiple photos, tap the blue cross icon. To delete photos, tap the red bin icon.

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Multiple Items

To add multiple items, tap ‘Inventory Item’.

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Custom Fields

Tap the icon to fill out previously created custom fields.

Tip
Create, edit and delete custom fields via
Home Page > Settings > Reservations > Custom Fields

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Reservation Notes

Tap the reservation icon.

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Internal notes are for within the business and will not be printed along with the reservation. External notes, however, can be printed and sent to the customer with the reservation.

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Advanced Fields

Tap the icon and a pop-up menu will appear, detailing the advanced fields.

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The ‘Order Taken by / Sale Person’ field should be filled out, particularly when commission is a factor.

The person that manages the accounting for the products selected, or the employee the customer wishes to deal with regarding this reservation, should be listed as the account manager.

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Pay

You may take full payment immediately when making a reservation, or alternatively, take a deposit from the customer.

Tip
Any payment taken for a reservation should be treated as a deposit; payments made will be kept in the deposit account until the sale is completed.

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Remove Payments

Payments may be cancelled without cancelling the entire reservation.

After taking partial payment for a reservation, tap on the area, highlighted below, which displays the reservation payment information.

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Doing this will launch a small window, highlighted below.

Tap the Red Bin Icon to delete any unwanted payment(s).

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