Sales & Bookings

 
New Feature / Enhancement
Details
An update to the Sales & Booking summary screen, the deceased / reference field label now updates dynamically depending on the person’s disposition.
 
Where previously the bookings tab forced selection of ‘New, pre purchased or reopen’ to be selected, your system administrators can now control use of this feature via a system configuration. 
 
When this configuration is set to:
 
  •  Y users will need to make a selection.
  •  N users will not be required to make a selection on the bookings screen.
     
The print quote button has been relocated to the top of the Sales Order screen, providing consistency for positioning of print functions.
 
Sales Order Details – unit price
Where the previous display was in whole numbers, now, displays currency decimals as ‘.00’.
 
For example, $1800 will now display as $1800.00
 
New configuration option to control which transaction types require a date of service, e.g. Burial Bookings, Cremation Bookings and CR Interments.
 

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