How to Stop Overbooking
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How Do I stop my reservation people from booking more then I have available?
If I have 300 chairs available, they can add 350 to the order and then it just says conflict in the dashboard and puts a Red -50 next to the item in the lead.
I do not want them to be able to book more then we own of anything.
Thank you,
Tony
The same question
That is your warning it's not allowing them to book and because of the overbooking on the quantity it will not allow them to make a payment deposit sign a contract click book now it won't allow any of that to happen
It gives you the warning then you can make the decision if you want to allow the event to go through or not by doing an override and potentially subcontracting the items or something like that
That is your warning it's not allowing them to book and because of the overbooking on the quantity it will not allow them to make a payment deposit sign a contract click book now it won't allow any of that to happen
It gives you the warning then you can make the decision if you want to allow the event to go through or not by doing an override and potentially subcontracting the items or something like that
Under General Preferences you can switch from allow to error when there is a conflict. It won't allow them to save a lead if there are conflicts on the lead
Under General Preferences you can switch from allow to error when there is a conflict. It won't allow them to save a lead if there are conflicts on the lead
Susan I agree with doing it that way also but we found it better to allow the customer to attempt to book what they wanted and then get the email alert that there's a quote with an issue and then we could talk to the customer and instead of losing them convince them to take a different item or something like that so we still try to keep the customer help them as opposed to this them going and calling and telling us or something wrong
It's just another one of those things where you have to decide what's best for your company but fortunately inflatable office gives us options
Susan I agree with doing it that way also but we found it better to allow the customer to attempt to book what they wanted and then get the email alert that there's a quote with an issue and then we could talk to the customer and instead of losing them convince them to take a different item or something like that so we still try to keep the customer help them as opposed to this them going and calling and telling us or something wrong
It's just another one of those things where you have to decide what's best for your company but fortunately inflatable office gives us options
Thank you,
This is not a customer booking online. This is a reservation specialist working in the backend.
I changed that permission about 2 hours ago. Just logged into a standard user. created an order, added 350 chairs of which we only own 300. Added customer data, and went right through. There was no warning, no stopping it, now, if it was a legitimate order, we would be overbooked by 50 chairs with no solution
If I don't own it, I do not want them to be able to even add it. If I have 58 chairs left and they try to add 60, it should stop them and say "overbooking not allowed"
This is a huge problem for me.
Thank you for any help
Tony
Thank you,
This is not a customer booking online. This is a reservation specialist working in the backend.
I changed that permission about 2 hours ago. Just logged into a standard user. created an order, added 350 chairs of which we only own 300. Added customer data, and went right through. There was no warning, no stopping it, now, if it was a legitimate order, we would be overbooked by 50 chairs with no solution
If I don't own it, I do not want them to be able to even add it. If I have 58 chairs left and they try to add 60, it should stop them and say "overbooking not allowed"
This is a huge problem for me.
Thank you for any help
Tony
Thank you for looking into this.
I really do not c as re what status the lead is in. They should not be able to save or email anything with a -x quantity.
I can see it maybe for a quick verbal quote without needing date and all but it should never let them print or email for the customer.
We always ask the event date before quoting anything thus if it is not available it is not available
I wish it would just atop at zero and not allow any additional quantities.
Thank you again,
Tony
Thank you for looking into this.
I really do not c as re what status the lead is in. They should not be able to save or email anything with a -x quantity.
I can see it maybe for a quick verbal quote without needing date and all but it should never let them print or email for the customer.
We always ask the event date before quoting anything thus if it is not available it is not available
I wish it would just atop at zero and not allow any additional quantities.
Thank you again,
Tony
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