Once the record has been created, users can
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Manage funeral arrangements.
The status of the Sales & Booking record will help the user monitor the progress of the funeral arrangements.
The following pages will explain the Sales & Booking record tabs.
For information regarding the bookings processes, please visit the Bookings Processes section of this guide.
Tabs of a Sales & Booking Record
A Sales & Booking record has many tabs designed to capture further information about the Sales & Booking such as:
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Information requirements specific to the services being provided
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Appointments / communications
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Organising funeral arrangements such as additional transfers, musicians & providers, etc.
The tabs include:
* Indicates the tab can be edited after the booking status has been changed to completed.
