Differences

This shows you the differences between two versions of the page.

--- holray:customer_search_via_booking [2022/04/11 14:45] – holray
+++ holray:customer_search_via_booking [2022/04/11 14:54] (current) – holray
@@ Line 3: / Line 3: @@
 The easiest way to do this is to always search for the customer post code as the first part of your completing a booking.
+====Customer already exists====
 From the booking screen, enter the customer's postcode in the postcode field, and click the magnifying glass icon. A window will pop-up, if there is already a customer on the system with that postcode, as in this case, they will be show first.
 {{:holray:customer:customer_-_booking_-_find_customer.png|}}
@@ Line 9: / Line 9: @@
 If the customer is in the list, clicking the customer will attach that customer to the booking as below:-
 {{:holray:customer:customer_-_booking_-_find_customer_-_selected.png|}}
+====Customer doesn't already exist====
+If the customer isn't in the list, click the Lookup button to simply return a list of addresses for that postcode:-
+{{:holray:customer:customer_-_booking_-_find_customer_-_lookup.png|}}
+Select the Customer's address from the list. This will populate the customer fields on the booking, as below:-
+{{:holray:customer:customer_-_booking_-_find_customer_-_lookup_-_selected.png|}}
+NOTE: The customer ID isn't yet populated, the Customer record will only be created and an ID allocated once the booking is saved. Until then the customer doesn't officially exist.
+Once the booking is Saved, then a customer ID will be allocated as below:-
+{{:holray:customer:customer_-_booking_-_find_customer_-_lookup_-_saved.png|}}
+and that Customer can be [[holray:customer_search|found]] under Customers->Maintain Customer Data.
+{{:holray:customer:customer_-_new_customer_from_booking.png|}}