Reservations

Reservations

Module 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. 

Settings

In Document types settings Use reservations must be set:

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

Table of contents

Manage reservations

Creating an invoice

Reservations overview

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.

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 .

Cancel reservation

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

Creating an invoice

When reservation has to be finished then the invoice is created based on it. With the right click option Open reservation is selected. Form of selected items is opened with the following 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:

Reservations overview

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