In some cases, you may want to add additional items to a Booking. Follow the steps below to learn how to add items to a Booking.
REMEMBER: you can only add items to Bookings with the status marked as New.
Step 1: Hover over Inspections and click on Bookings.
Step 2: In the Bookings page, find the Booking you want to add items to. Click on the Case Number for the Booking.
Quick Tip: Click on the New status to show all Bookings with the status as New. This makes it easier to find bookings you can still edit!
Step 3: In the Booking Detail page, click on Edit.
Step 4: Click on Details of PI/PO.
Step 5: You now have the options to Add Item from List, Add Item Manual, or Import. If you click on Import, you will be asked to upload a CSV file.
Quick Tip: You can click on Export to download a template, which you can then fill in, save and then Import!
Step 6: Once you click on Add from Item List, choose the Product Line, Product Category, Style ID, or search for the item you want to add from the system. Once you've selected the item, click Add.
Step 7: To add an item manually, click Add Item Manual. Then, fill in the Item ID, select the Product Line, Product Category, and Brand from the dropdown. Then fill in the Style ID, Color, and Size. Fill in the Order Quantity and Available Quantity by hovering over the number and click on the pencil Icon.
Remember to fill in the Packing Information and Measurement Chart tabs for the items that you add!
Step 8: Once you are done adding the items to the booking, click Save to finish!
The items are now added to the Booking!
Have more questions?Click on the Go to Academy button on the upper left corner of this screen to learn more