Sales & Booking Search

There are 3 ways to access the search screen for a booking.

Sales & Booking tile

From the home display, click on the Sales & Booking tile to access the search screen.

Arrow next to search

Click on the drop-down arrow next to search on the toolbar.

Then, choose Sales & Booking.

Recents Icon

Click on the Recents icon.

Then, choose the Sales & Booking header to narrow down the search.

All options will bring the user to a search screen which looks as per the screenshot. Complete the relevant fields.

The fields and the individual search options available may vary from customer to customer.

In the case of Burial Bookings, for example, a user would choose Burial Booking in the Type field, the Site field as the site the Burial is to, or has occurred at. Any other information known at the time of completing the search may narrow down the list further.

After entering in the search criteria, press Find on the right-hand side of the page.

At any point during the search process, press Clear to clear the search criteria and search list.

The following will appear below, if applicable:

Sales and Booking ID
Type
Service Date
Status
Authorising Person
Reference Number
Reference Given name
Reference Surname
Y flag advising if a Memorial Order is on the booking

Go into the desired Sales and Booking by clicking on the Sales & Booking ID hyperlink.