Sales & Booking Record

 

The Sales & Booking record can be created by following the Creating a Sales & Booking process.

 

Once the record has been created, users can

 

•  Review information
•  Create appointments
•  Organise transfers
•  Make sales
•  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:

 

•  Information requirements specific to the services being provided
•  Appointments / communications
•  Creating sales
•  Receipting sales
•  Organising funeral arrangements such as additional transfers, musicians & providers, etc.

 

The tabs include:

 

•  Summary
•  First Call*
•  Transfers*
•  Musicians & Providers*
•  Related Persons
•  Concierge*
•  Communication*
•  Sales
•  Receipts*
•  Documents*
•  Tracking

 

* Indicates the tab can be edited after the booking status has been changed to completed.

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