--- title: "Booking Processing - New bookings" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31100029/Booking%20Processing%20-%20New%20bookings" format: markdown --- This process explains how to enter new bookings. Pre-Requisite: The ' FeatureBKG ' feature code must be enabled, and is a pre-requisite to operate the booking processing module. Contact Sterland to have this chargeable feature activated. Refer to the following processes: New Bookings To process new bookings, perform the following: 1. From the ProStix Main Menu select ‘ Sales Order Processing ’ then ‘ Bookings ’ then ‘ Booking Processing ' then ' New Booking ’. 2. Enter the New Booking information as applicable . R efer to the 'New Bookings ' collapsible link below for an explanation of the options. 3. Select to move forward to the 'Diary Note Entry' screen. Add a Quote Diary Note by typing the note, then select , alternatively select if you do not require a note at this time. 4. Save your entries, create the quote/order, then update the bookings file. 5. Service calls creates a new work order and prints to a text file to be sent to the NuVu stationery spooler. Completing Stages for Task Type "Quotes" To complete a stage, perform the following: 1. Select option 'Complete Stage' from the options menu. 2. You are then presented with a list of currently active stages to select from. Select the currently active stage you require by highlighting it then selecting . Select 'Yes' to the warning 'You are about to complete Step X Do you wish to continue?'. This co mpletes the stage. 3. If the stage is linked to other stages (via the Links key in Booking File Maintenance via ' Sales Order Processing' then 'Bookings' then 'File Maintenance'), y ou can select that stage if you wish to use it. 4. If you do, select on the linked stage, or to bypass it. If you select it, it is added to the list of stages to select from in the future, which is displayed next. 5. The date is calculated by adding the number of days defined in the work flow stages file maintenance to the preceding stage's completion date. When the last stage and link is completed, no more stages appear in the display. If the last stage is closed without the order being released to invoice, the order still appears on the NuVu Query report as it also includes orders where the last stage is closed so they do not get overlooked. Completing Other Task Types For a booking type of Service , you are not presented with the rep selection by postcode option. You are taken directly to the Required Date field. If the System Tailoring Code (Character) ' Service ' is set to a workflow stage/sales rep, then the system automatically allocates the service call to this stage, otherwise it prompts for the sales rep as for quotes. It can then be allocated by the Service Supervisor to the correct rep using Job Allocation . For a booking type of Rework , you are presented with a box to type in the old order number. Select to search for orders for the selected customer if you do not know the number. After selecting the original order number you are not presented with the rep selection by postcode option, rather you are taken directly to the Required Date field. If the System Tailoring Code (Character) 'Rework' is set to a workflow stage/sales rep, then the system automatically allocates the service call to this stage, otherwise it prompts for the sales rep as for quotes. It can then be allocated by the Service Supervisor to the correct rep using Job Allocation. The rework orders use the same number as the old order number, suffixed by a sequential number. The rest of the process is as for Quote and Service. For a booking type of Order , you are transferred directly into Sales Order Processing with an order header created for the customer you selected. A list of appointments by sales representative is to be printed at the end of each day listing the customer name, address, site contact name, site contact telephone number, job description and any notes taken at the time of entry (via ProStix Query). When a quote has been accepted or rejected, the order may be converted to a sales order or deleted as per the existing system.