Reservation Procedures

Counter Overview Information Guide -> Reservation Procedures

The Reservation process leads into the contract and invoice process, described in Counter Procedures. Here are the steps:

1.Reservations
 For setting up and changing reservations.
 Can set a "Deposit Request Amount" to be received by a set Date, and to print on the Reservation.
 Print the reservation, and file it by Date in a Reservation Binder.

2.Print Reservations
 To make another copy of the reservation.

3.Reservation Deposits
 For entering deposits received after the reservation is setup.

4.Reservation Reports:
 Delivery/Pickup Report - for scheduling drivers
 Reservations Report - list reservations to be converted for the upcoming week
 Reservation Pick List - for the drivers
 Reservation Deposits Reminder List
 Log Reservation Deposit Reminder Calls
 Product/Group Bookings Report - list over booked items only, to prepare for re-rentals

5.Convert Reservation To Contract
 Can be done when customer arrives, or several days prior to the reservation for advance preparation.

Change Reservation Dates
 This option is useful if the customer changes the dates of the event. It changes all products on the reservation, without having to use Reservations to effect the change.

6.O/S Deposits Report
 This option prints all outstanding customer deposits, from contracts, reservations and sale orders.

7.Product Availability/Bookings Inquiry
 Shows the bookings or scheduling of the products for all reservations, contracts and sale orders

Topic Keyword: CO0006