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holray:customer_search_via_booking

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holray:customer_search_via_booking [2022/04/11 14:49] – holrayholray:customer_search_via_booking [2022/04/11 14:54] (current) – holray
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 If the customer isn't in the list, click the Lookup button to simply return a list of addresses for that postcode:- 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|}} {{: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:- 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|}} {{: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|}}
  
holray/customer_search_via_booking.1649688592.txt.gz · Last modified: 2022/04/11 14:49 by holray