There are 3 ways to create a Vehicle Booking Order

1. From Vehicle Quotation: if there is an existing quotation you should create a Vehicle Booking Order from Vehicle Quotation
2. From Opportunity: you can also create a Vehicle Booking Order against an Opportunity if there are no Vehicle Quotations against the Opportunity
3. Manually: if there is no Opportunity or Vehicle Quotation, you can also create a Vehicle Booking Order manually.

1. From Vehicle Quotation

To create a Vehicle Booking Order against a Vehicle Quotation, click on Vehicle Booking Order from the Create drop-down button in the Vehicle Quotation form. The relevant field values will be copied over and the Vehicle Quotation and the Opportunity linked against the Vehicle Quotation will both be marked as "Converted" upon submission of the Vehicle Booking Order.

2. From Opportunity

To create a Vehicle Booking Order against an Opportunity, click on Vehicle Booking Order from the Create drop-down button in the Opportunity form. The relevant field values will be copied over and the Opportunity will be marked as "Converted" upon submission of the Vehicle Booking Order.

3. Create Vehicle Booking Order Manually

Home > Vehicles > Booking > Vehicle Booking Order

1. Go to the Vehicle Booking Order list and click on "Add Vehicle Booking Order".

2. Select Customer (User). Customer Details like Address and Contact number will be filled from the customer Data as shown below.

3. New customer will be made by clicking on "Create a New Customer".

4. A quick entry form will appear on the screen, where you enter customer information. 

5. Add Financer and Finance Type (If applicable), along with the booking Details (Booking Date & Number).

6. Fill out the Vehicle details by adding the Vehicle Item, Color (1st & 2nd Priority).

7. Add Delivery Details Information as shown below.

8. Vehicle Price will be fetched on selection of Vehicle Variant.

9. The payment schedule will be selected by default based on the vehicle model, but if you want to change it, you can do so by using the drop-down option shown below.

10. Add the Sales Person name to the Sales Team Table

11. Terms and Conditions will be selected in the "Terms and Conditions Template as shown below

12. After filling out all the details, save and submit. Now the status of the Vehicle Booking Order is "To Receive Payment" and "Vehicle Booking Order Number" has been generated. Additionally, a Dashboard is now showing on the top of Vehicle Booking Order, where we can easily track down the Payment and Delivery statuses.

Payments (To Receive Payments)

1. Click on the "Payments" button on top and select Customer Payment as shown below.

2. A new form "New Vehicle Booking Payment" will show. Payment Type, Party Type, Posting Date, Vehicle Booking Order and Party Name will be fetched from the Vehicle Booking Order.

3. Add the type (payment method), date, instrument number, bank name, and total amount paid by the customer in the instrument table.

4. After submitting the Payment form, create the deposit slip by clicking the top right button named, Create Deposit.

5. Add the Deposit Slip Number and Deposit type (NCS or direct deposit) as all the other details auto filled by the Vehicle Payment Form.

6. Now Vehicle Booking Order status is "To Assign Allocation"

To Assign Allocation

1. After Payment, allocate the vehicle to the customer by clicking the "Select Allocation" button on top right.

2. A quick entry form will appear in which we will allocate the vehicle.

3. Click on Select Vehicle (Unit) button on top right of Vehicle Booking order.

4. Select the Vehicle from the quick entry form which will appear.

5. Now Vehicle Booking Order status is "To Receive Vehicle"

To Receive Vehicle

1. Click on Receive Vehicle button on the top right of Vehicle Booking Order.

2. New Vehicle Receipt form will appear on the screen

3.Add the Transporter details like Transporter, Driver and Bilty Number as shown below. Rest of the details are already filled from the Vehicle Booking Order.

4. Add the Readings & Checklist details as shown below

5. Status of Vehicle Booking Order is To Receive Invoice

To Receive Invoice

1. Click on the button named Receive Invoice at the top of Vehicle Booking Order.

2. New Vehicle Invoice form will appear on the screen. Supplier, Vehicle Booking Order, Received Date and other details are already filled in from the Vehicle Booking Order.

3. Add the Invoice Number and Invoice Date. Save and submit the form as shown below

4. Vehicle Booking Order status is To Deliver Vehicle

To Deliver Vehicle

1. Click on Deliver Vehicle button the top of Vehicle Booking Order, New Vehicle Delivery form shows.

2. Add Broker, Transporter, Receiver Contact, Transport Receipt No (Bilty) in the Received by section. Customer and Vehicle details are already filled up from the Vehicle Booking Order.

3. Add Delivery Details as shown below

4. Vehicle Booking Status is To Deliver Invoice

To Deliver Invoice

1. The Vehicle Invoice Delivery form will appear after you select the Deliver Invoice button at the top of the Vehicle Booking Order form.

2. Add Receiver contact, as the Customer and Vehicle Details already filled from the Vehicle Booking Order.

3. Add delivery details and check mark all the documents receive by the customer at the delivery time in the Document Section.

4. Save and submit the form. Vehicle Booking Order is Completed.