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Overbooked Items

Heidi H. shared this question 8 years ago
Answered

I had an order 1242558 that had paid their deposit and was sending us a check for the balance. So, I had confirmed, scheduled and sent PL back in March. My co-worker made a changed on her order 1281169 and added 2 All Silver Confessional Chairs. We only have 4 in Silver total so this created an overbooking. However, it did not appear overbooked for her order but mine. I only noticed because the client made a change. Should it not create the overbooking for the order 1281169?

Comments (2)

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There is something in the system called "priority" when it comes to conflict checking. When a lead is booked first, it gets a higher "priority" than a new lead that comes along later and creates a conflict. We only flag the lead that created the conflict with lower priority.


Priority isn't just based on book date though. Making an edit to a lead can change it's priority. The issue is that in certain scenarios, the change you make may not lower the priority of the lead you are looking at (ex: edits to the setup window), and the conflict checking process that is run, runs as you save the lead, in the background. So the software has a background process that runs when you make certain changes, but it takes some time because it has to check a lot of different scenarios. It eventually catches the conflict with the lower priority lead and flags that lead.

We'll use this example you gave as a scenario to consider how to best improve this area of the software.

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This bug has been fixed. It was affecting hold times for accessories in certain scenarios.

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