Table of Contents
Searching for a Customer via a New Booking
When creating a new booking, to prevent the creation of duplicate customer entries, always search for the customer first.
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.
If the customer is in the list, clicking the customer will attach that customer to the booking as below:-
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:-
Select the Customer's address from the list. This will populate the customer fields on the booking, as below:-
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:-
and that Customer can be found under Customers→Maintain Customer Data.
