Booking SOP
Booking/Prepay SOP
Agvance Accounting/A/R/Product Bookings click Add
Select your customer and click Import Plans/Sales Orders
Check the box if you want to import 1 customer at a time if there is a split, otherwise you can import all parts of the split and do a split booking, I would recommend doing 1 customer at a time and no split bookings this year.
Select which plans you want to import into a booking or prepay. Make sure they are approved by the salesman and you have a check before you import. You can import multiple at a time to create 1 booking for all products. Notice the check box at the bottom, if unchecked it will combine all like items it 5 plans all contain roundup it will combine all the roundups into 1 line item total on the booking. If there a different prices on each of those roundups for some reason you will want to check it to make sure you bring them all in separately at their own prices.
Once imported, check the P for prepaid and Dwn if down payment is being made.
If there is a down payment after the boxes are checked, double click in the amount paid box to get the down payment window. Enter your amount and type and calculate down payment then click done.
Make sure to add your description to the comment line, state dates and expiration dates, and make sure salesman is correct.
