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:
 
  •  A hyperlink to the Sales & Booking
  •  The booking created Date & Time
  •  The Status
  •  The type of booking
  •  The Authorising person
  •  The Reference Contact
  •  If a Memorial Order was created in the booking
 
 
Users can filter the bookings by
 
  •  Site
  •  Type
  •  Status
  •  Reference Contact
 
 
To add a new Sales & Booking, press the New Sales & Booking button.
 
Sales & Booking
 
The process of creating a sales & Booking is explored further in the Creating a Sales & Booking section.

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