PANTHEON™ Help

 Toc
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]Guides for PANTHEON
  [Collapse]Guide for PANTHEON
   [Expand]Settings
   [Expand]Orders
   [Collapse]Goods
    [Expand]Mass Printing
     Integration PANTHEON with WebShops
    [Collapse]Issue
      ER Diagram for Issue Documents
      Issue Scheme
     [Expand]Issue Document
     [Expand]Internal Issue
     [Expand]Collective Issue
     [Collapse]POSX invoices
      [Expand]Synchronization
       Lines Functions (Buttons)
       Reservations
       Transition to POSX
      [Expand]Task Bar of POSX Document
       Documents Overview
       Course of work with POS module
       Keyboard Shortcuts
      [Expand]POSX Document Header
      [Expand]POSX Document Lines
      [Expand]Payment Form
      [Expand]Reports
      [Expand]Operations
      [Expand]POSX Settings
      [Expand]Cash Closure
      [Expand]Loyalty Program
      [Expand]Touch menu
      [Expand]Tables
     [Expand]Prepayments Received
     [Expand]TouchScreen POS
     [Expand]Own Use
    [Expand]Receiving
    [Expand]Single Administrative Document (SAD)
    [Expand]Transfer
    [Expand]Price change
    [Expand]Inventory count
    [Expand]Recurrent Invoicing
     Create Consignment Report
    [Expand]Prepare cash discount
    [Expand]Custom warehouses
    [Expand]Stock
    [Expand]Trošarinska skladišča
    [Expand]Material Movements
    [Expand]Income/Expense Comparison
    [Expand]Invoices Issued Report
    [Expand]Invoices Received Report
    [Expand]Value-Added Tax
    [Expand]Overview of Material Movement
    [Expand]Summary Reports
    [Expand]Refresh Stock
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Expand]Financials
   [Expand]Personnel
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Help
   [Expand]Messages and Warnings
   [Expand]Additional programs
   [Expand]Old products
  [Expand]Guide for PANTHEON Retail
  [Expand]Guide for PANTHEON Vet
  [Expand]Guide for PANTHEON Farming
 [Collapse]User Manuals for PANTHEON
  [Expand]User Manual for PANTHEON
  [Expand]User Manual for PANTHEON Retail
  [Expand]User manual for PANTHEON Vet
  [Expand]User Manual for PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]Guides for PANTHEON Web
  [Expand]Guide for PANTHEON Web Light
  [Expand]Guide for PANTHEON Web Terminal
  [Expand]Guide for PANTHEON Web Legal
  [Expand]Old products Archive
 [Collapse]User Manuals for PANTHEON Web
  [Expand]Getting started PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
  [Expand]User Manual for PANTHEON Web Terminal
  [Expand]User Manual for PANTHEON Web Legal
  [Expand]Old products Archive
[Collapse]PANTHEON Granules
 [Collapse]Guides for PANTHEON Granules
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]Dashboard Granule
  [Expand]B2B Orders Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
 [Collapse]User Manuals for PANTHEON Granules
  [Expand]Getting started
  [Expand]Personnel Granule
  [Expand]Travel Orders Granule
  [Expand]Documents and Tasks Granule
  [Expand]B2B Orders Granule
  [Expand]Dashboard Granule
  [Expand]Field Service Granule
  [Expand]Fixed Assets Inventory Granule
  [Expand]Warehouse Inventory Granule
  [Expand]Archive
[Expand]User Site

Load Time: 359.3813 ms
"
  1000006847 | 226224 | 415612 | Published
Label

Reservations

010379.gif010380.gif010381.gif010411.gif010382.gif010383.gif

Module Reservations is used to create and manage reservations.

This form can be used in different sports objects (eg. tennis courts, basketball fields, wolleyball courts...), cosmetic saloons, parlers, restaurants... anywhere where reservations for a certain resource (eg. tennis court, masage table, bowling pit...) is being used. 

 

IMPORTANT

In Document types settings Use reservations must be set:

Switch is only visible if the switch Use tables is set. 

 

Table of contents

  1. Manage reservations
  2. Creating an invoice upon reservation
  3. Reservations overview

 

1. Manage reservations

To create a New reservation in Calendar first pick day and time and then clikck right click and select New reservation:

Form openes to enter all the data for new reservation:

Status Default status is Not started. Any other status can be chosen from the dropdown menu: In progress, Completed, Waiting, Canceled.
Start Start time is set from the calendar from where new reservations was started. 
Finish Finish time is set manually or is calculated according to Start time and Time
Time Time is set for the reservation in minutes.
Template Default template is set in Docoument types settings and can be modified here.
Note Not can be entered. In case there are information about customer already in database they will be shown also here.
Reservation tabs Here items their quantity, prices etc. can be entered. Here also total amount of reservation is shown.
With the button Save all the changes are saved and reservation shown in calendar.
With the button Cancel the input of the data in reservation is canceled.

 

1.1 Edit reservation

In case there are some additional changes that have to be done in reservation then once reservation is created with the right click option Edit reservation is selected.

Changes are save with the button .

1.2 Cancel reservation

In case reservation has to be canceled then with the right clikc option Cancel reservation is selected.

2. Creating an invoice upon reservation

When reservation is finished then the invoice can be created based on it.

With the right click option Open reservation is selected. Form of selected items is opened with the below specified buttons.

For viewing or changing existing reservations the reservation is opened and can be either inspected, realized or changed:

Function Description
POSX form or POSX Touch menu form opens for issuing an invoice based on order. Invoice is issued in standard way.
In this case invoice is printed out directly based on order and settings. Invoice can be seen in Documents overview.
In case new items are added on already existing reservation then with this function the POSX (or POSX Touch menu) form is opened where additional items are selected. With the click on button Total the items are added on order.
With this function one more round with the same existing items and their quantities will be added.
 

With clicking on buttons + and - quantities on position rows can be modified. 

To use this function at least one position row has to be checked.

The checked item position is deleted. Multiple can be deleted at the same time if checked.
If item positions are to be removed from one table to another with this function this can be done. Current table is colored green and another table has to be chosen. Item positions are deleted from current table and added on another one.

With this function the order is assigned to another user. From users table the new user is chosen and table is colored red:

 

3. Reservations overview

By selecting button  the form of calendar opens which can be viewed by two criteria:

Resources

Calendar view is modified in a way that reservations can be seen according to their allocation on resources. Resources can be fildered out in field:

Users

Calendar view is modified in a way that reservations can be seen according to users that are asigned to certain reservations. Users can be fildered out in field:

 

 

 

 

Rate this topic
Was this topic usefull?
Comments
Comment will also bo visible in forum!