How do I?

There are many features available to you. Sometimes you just want quick answers to How Do I so here are some of the basic answers.

Ad a new booking?

From the Main Screen select Browse, then Current Bookings. When the Browse Bookings screen opens select Insert or press the Insert Key on your keyboard, then simply fill in the information.

Customer?

When I type in a customers name when adding a new Booking another screen will open. Each customer has to be entered in order to be able to track them. Customers need to be entered before you can complete the booking. So enter the customer information on this new screen and select ‘Select’ or select ‘Ok’ and you will then continue with the booking. Fields with a drop down choice also will work in a similar fashion. The choices for these fields need to be entered in advance before you can use them. For example Site (Lot) information and Site Type need to be entered before they can be selected. Go to Edit from the Main Screen to enter these values.

How do I run Reports?

From the Main menu select Reports, then select Report Manager. In the next window you will see a list of reports. There are several reports included with the application which will give you some information. You can create Custom Reports if the included reports do not provide exactly what you need. We will create your custom reports for you at a nominal charge.

Frequently Asked Questions

This is a quick start qude.