- Open the client's account in Global Sales, using any method that works best for you. For this example, I will be using the "Household Number".
- In the Tab options on the far right click "Permits".
- In the "Permits" Tab, clients may have multiple reservations pending:
1. Highlight the appropriate reservation.
2. Click "Reserve"
- Verify all information under "Item Changes".
- Verify "Expected Attendees" and "Amenities Request" under "Questions".
- Once all information has been verified process by clicking "Continue".
- Link reservation if necessary. Proceed by clicking "Continue"
ANY ITEMS THAT NEED APPROVAL MUST BE APPROVED FIRST BEFORE PROCESSING RESERVATION.
Certain Items that the client can select, will need approval from that specific Department staff. For example if the customer needs Park Police on site, the center allowing this reservation to take place, will need to get in contact with Park Police to get approval.
- Select or Deselect any item that is available or unavailable for that rental.
- Proceed Click "Continue".
- Two reservations will generate in the "Shopping Cart". The item with NO FEE is the contract, the item with A FEE is the reservation.
- In the "Shopping Cart" Click "Payment".
- In the payment screen select "Apply Coupon".
- Select appropriate "Coupon".
- Search organization in "Description".
- Click "select".
Once the coupon has been applied. If the coupon does not cover the full rental. Proceed to charge client with preferred payment method.
1. Select appropriate "Paycode".
2. Finalize payment click "Process".
Once you've clicked "Process" you will be taken to the global sales search and process complete.
