Company: Add Booking
From ROL Help System
You must have a Charge calculation entered onto the Client's record first (see Company: Add Charge) prior to inserting a temp booking/order into the system.
Add Booking
- In the Company record, click the 'Add Booking' button on the right-side menu
- Select the job charge details to use for the temp job from the list on the screen
- Note: You can only add a temp order to a Charge which is marked as 'Active' or 'Quote'. You cannot place a temp order onto a Charge which is a 'Calculation' or 'Archive'.
- If there are none in the list, you have skipped a step: (see Company: Add Charge)
- Note: You can only add a temp order to a Charge which is marked as 'Active' or 'Quote'. You cannot place a temp order onto a Charge which is a 'Calculation' or 'Archive'.
- In the next screen, enter the details:
- Start Date
- Finish Date (if known)
- Client Dept
- Report To
- Shift
- Start Time
- Finish Time
- Quantity (from 1 to 30)
- Once complete, click the button 'Add New Order/s'
- Once inserted, go to view 'Temps: Open' on the Company record, or Jobs menu -> 'Open' to see the order on the system (see Temp Orders: View & Edit
