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Book Items & Confirm

Add quantities to a booking, review pricing and promotions, and confirm it before the period closes.

What you'll learn​

  • Entering quantities and importing items
  • Reviewing units, holdback, promotions, and totals
  • Confirming (and if needed cancelling) the booking

Before you start​

  • Open the working booking's tab in Bookings. You must have opened it from a template first (see Open a booking).
  • The booking must still be open (before its close date) and not yet confirmed, and you need permission to manage bookings.

Steps​

  1. In the item list on the left, find an item and set its Quantity using the field or the minus and plus buttons. Repeat for each item you want to book.
  2. As you change a quantity, watch that item group's Units, Shipping, Holdback, and Promotions update. Amounts show Calculating... briefly while they recalculate.
  3. In the Details panel, review the totals: SubTotal, Shipping, Holdback, Promotions, Taxes, and Total. Open the Promotions tab to see the applied promotions.
  4. When the quantities are final, click Confirm booking.
  5. In the Do you wish to confirm the booking? dialog, read the note and click Confirm. The button then changes to Confirmed.
  6. To reopen the booking for changes, click Cancel confirmation, then click Confirm in the dialog. You can do this until the booking period ends.

Import or export items​

  • To load quantities from a spreadsheet, click Advanced, then Import items, drop your .xlsx file, and review the import report (each row shows a status, and mismatches or errors are flagged).
  • To download the current list, click Advanced, then Export items.

Good to know​

  • The Quantity fields and Import items option only appear while the booking is open, not confirmed, and not a template.
  • You cannot confirm while items are still calculating or in error.
  • Confirming lets the distributor turn the booking into an order after it closes. The confirmation can be cancelled any time until the close date.