About Create Bookings Page

The Create Bookings page allows you to capture all data required to create and submit a booking in one screen. You can create a new booking by choosing an existing template or by uploading a compatible file or by entering data manually.

Click to watch a video about creating bookings.

The Create Bookings page has various sections and a few sections are exclusive to the Create Bookings page and must be filled in the same page like:

• Set Up

• Transportation

• Units and Measures

• Description

The other sections have corresponding detail screens that allow for additional or more detailed data:

• Addresses

• Terms and Insurance

• Equipment and Packages

• References

• Products

• Notifications

• Documents

Data saved in the Create Bookings page will populate the corresponding detail screens, and vice versa.

The Create Bookings page also allows you to save and submit the booking in various statuses. See Booking Actions for more information.

The Create Bookings page allows the user to specify whether a section is complete. On each detail section page there is a check box at the bottom of the page you can select to identify the section as complete. A tick mark will appear next to the corresponding menu item on the expanded Create Bookings screen. See About Details and Documents Page for more information.

Figure 1: Tick marks Identify Sections as Completed