Sales & Booking
This tab refers to any relevant sales or bookings linked to that record.
For every Sales & Booking displaying, the following information will be presented:
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A hyperlink to the Sales & Booking
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The booking created Date & Time
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The Status
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The type of booking
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The Authorising person
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The Reference Contact
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If a Memorial Order was created in the booking
Users can filter the bookings by
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Site
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Type
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Status
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Reference Contact
To add a new Sales & Booking, press the New Sales & Booking button.
The process of creating a sales & Booking is explored further in the Creating a Sales & Booking section.