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Open a Booking

Open a booking so you can pre-order items during a booking period.

What you'll learn​

  • Starting a booking from a template
  • Understanding the booking period
  • Knowing when a booking is ready to work in

Before you start​

  • Open the Bookings area from the left menu. Each available template and any booking you have already opened appears as its own tab across the top; a Closed bookings tab appears once at least one booking has closed.
  • You need permission to manage bookings for your dealership. The Open booking button only appears if you do.

Steps​

  1. In Bookings, select the tab for the template you want to book from.
  2. In the Details panel on the right, review the booking period: Opened since the start date and Closes on the end date (the days remaining show in parentheses), plus the Available for booking list of item types.
  3. Click Open booking.
  4. In the Do you wish to open a booking? dialog, read the note ("This could take a couple of minutes to be ready.") and click Confirm.
  5. Wait while the booking is created. When it is ready, the tab becomes a working booking where you can enter quantities.

Good to know​

  • You can only have one active booking per template at a time. While a booking is being created you cannot open another, and once a booking exists for a template you cannot open a second one from it.
  • A template only lets you review the period and the item types; the quantity fields and the Import items option appear after you open the booking.
  • If a template has not finished syncing yet, it cannot be opened.
  • If a Booking Discrepancy Notice appears on the booking, the displayed information may be incomplete. Use the contact link shown for accurate figures.