When creating a booking, creating a sales order, or returning to a booking to update or make edits, there are some navigational features to note.
For example, users may want to find a location and have it available on another tab in their browser to commence the booking.This may make it easier to add the rights to the location in a sales order.
Person recordsmay not have been created before the booking or the sales order were started. This section provides guidance on adding these records during the burial booking process.
After a booking has been created and the user has left the booking, they will need to know how to find the bookingto make updates.
This section will explore these features in addition to navigation around a Sales & Booking Record.
Use this section to understand any features prior to reviewing the burial booking process or refer back to the relevant feature when necessary.
