On-Line Manual
Bookmarks
Client Vehicle Invoice Accounts Ledger Parts Orders Utilities Docket Workshop
Bookings is used to take job bookings for any date.
A booking can be taken for any day of any month of any year. Any day can be marked as "Full" and no more bookings are permitted for the marked day. Days can also be marked as "Moderate" so a quick look at the bookings calender will show whether a booking for a large job can be taken or not for a particular day. Bookings can be easily moved to other dates for those job postponements.
Bookings are also tied to the "Print Jobsheet" function. A ready filled jobsheet can be printed directly from the bookings screen. Vehicle History is available from the Bookings function so you can quickly check previous invoices for notes of work required to remind the client making the booking.
Experience shows there are three types of job bookings.
- A booking for an existing client whose details and vehicle information are already in the system.
- A booking for an existing client whose details are already in the system but has a new vehicle which is not yet in the system.
- A booking for a new client who's details and vehicle information are not yet in the system.
The Bookings
function caters for all the above.
The Bookings function can
also run independently of G-E's main interface so it is available
from any screen. When the Booking function is started, click anywhere
outside the dialogue and the function will shrink to the taskbar
and can be recalled at any time.
To take a booking for a client, select Vehicle from the Main Menu. Select Bookings from the drop down menu. Alternatively, select the CTRL+K keys directly from the Main Menu.
The Bookings dialogue is presented:
New Vehicle
Load Vehicle
Change Vehicle Rego
Change
Vehicle Owner
Vehicle History
History by Date
New Reminder
Load Reminder
Load Reminders Due