Bookings - SKY Order

Use the Search field to search for Bookings by Ticket number, Date, Customer, or Location. Select the Ellipsis icon to View Booking, Edit Booking, View PDF, Download PDF, or Void.

Booking Contracts have Sign Contract and Download Contract as additional options under the Ellipsis.

Note: In Agvance, a Contract Format must be selected on the Booking before saving for these options to be available.

Selecting Sign Contract opens the contract to review. Select Sign Contract again to have the Customer sign the contract, then choose Accept.

Add/Edit a Booking

Bookings can be added by selecting the + Add Order icon at the bottom right corner of the page then choosing + New as Booking. To edit an existing Booking, choose the Ellipsis then select Edit Booking.

Note: If editing an existing Booking, the Location and Customer or Field information cannot be modified.

Auto-numbering for Bookings must be turned on in Agvance to create a Booking in Order. The timing of turning this feature on impacts Agvance data. Please contact SSI for assistance.

Booking

Location

1. Select the Location for the Booking.
2. Import Plans into the Booking by choosing Import Plan to display the Select Plans to Import section. From here, search for Plans or scroll through the table to find and check the appropriate Plan(s). Importing Plans automatically populates the Splits, Payment Terms, Products, and Pricing.
   Note: Searching for Plans will reset selected Plans.
3. Under Import Options, one Customer's share of a Plan can be imported by selecting Import selected customer's share only and indicating the Customer from the drop-down. Optionally choose Do not combine like products. Select Import Plans.
   
4. Upon choosing Import Plans, a progress window displays. Once the Plans are imported successfully, the message changes to indicate selected plans have been imported. If there is a split conflict, choose the appropriate split or enter a custom split. Choose Continue Import.
   
5. A confirmation will display to indicate the Plan was imported successfully. Choose Continue Import again.
   

Customer or Field

1. Under Customer or Field, choose + Add Customer or + Add Field. A grid of Customers (or Fields) displays. Use the Search field to find the specific Customer or scroll through the list. A maximum of eight Customers may be added to a Booking. If adding by Field, only one Field can be selected. The Filters button to the far right of the Search bar can be used to narrow down the list of Customers.
   
2. The Show Selected button next to the Search bar is enabled after choosing the Customer(s). The number indicates how many Customers are currently checked. Selecting the button filters the grid to show only the selected Customers.
3. Once the Customers are selected, choose Save & Close.
4. Optionally update the Split % or select a Planned Payment Method. The Trash Can removes the Customer.
   Note: Booking Payment Methods must first be set up in Agvance at Setup / A/R / Booking.
   

Order Details

1. The Order Number will default once the Location has been selected.
   
2. The Book Date defaults with the last used date but can be modified if needed.
3. Optionally enter a Start and Expiration Date for this Booking.
4. The Salesperson defaults as the Salesperson selected on the User profile in SKY Admin but can be adjusted.
5. A Payment Term can optionally be applied to the Booking by selecting the appropriate Term from the drop-down.
   Note: Payment Terms must first be set up at Hub / Setup / Payment Terms.
6. A Booking Contract can also optionally be selected from the drop-down.
   Note: Booking Contracts must first be set up in Agvance by selecting Design Booking Contracts at Accounting / Setup / Preferences on the A/R tab.
7. If the Seller Signature Only From Logged In User option is checked at Accounting / Setup / Preferences on the A/R tab, the Seller Signature will populate automatically with the name of the User currently logged in to SKY. If this preference is not enabled, a Seller Signature can be selected.
8. If applicable, Billing Comments can be entered and will be visible to the Customer.

Products

1. Select + Add Product.
2. A grid of Products displays. Use the Search field to find the appropriate Product(s) or scroll through the list. The Filters button to the far right of the Search bar can be used to narrow down the list of Products.
   
3. The Show Selected button next to the Search bar is enabled after selecting the Product(s). The number indicates how many Products are currently checked. Selecting the button filters the grid to show only the selected Products.
4. Once the Products are selected, choose Save & Close.
5. In the Products section, indicate the Quantity for each Product.
   
6. Products can be reordered by selecting the grid of dots on the left and dragging to the appropriate position.
7. Choose + Duplicate to add another line of that Product.
8. The Trash Can can be selected to remove a Product line.

Pricing

1. The Price ($) / Unit column can be changed as needed. A price can be entered or a Price Level can be chosen from the drop-down.
   Note: If keying in a price, choose Add "$" from the drop-down.
   
2. Checking the Same Pricing for All Customers option applies the pricing for the first Customer to all other Customers in the split.

Notes

1. Additional Comments can be entered in the Notes section.
   Note: A maximum of 240 characters are allowed in this field.
2. After Notes are entered, Create Order can be selected but Tech License information is available on the Additional Info tab.

Additional Info

Tech Licenses

For Products that are a part of a Technology Group, the appropriate Tech License can be selected from the drop-down. If only one tech license is available, it will automatically be applied and the drop-down will be disabled.