BackOffice Sales Quote as an Admin
Log in to the website as an Admin.
Navigate the Bookings module.
The Bookings page will be displayed.
Click ADD BOOKING.
Create a back-office booking.
Refer to https://ideabubble.atlassian.net/l/c/Q7dK6bGo for a complete guide on back-office bookings, including how to create them.
Ensure to leave the Purchase order number blank.
Click Create Sales Quote.
Prerequisite: Ensure you have selected the Sales Quote Payment option when creating the schedule.
A Sales Quote confirmation mail will be sent to the lead booker.
Delegates added during the Backoffice booking will be invited to log in.
A Sales quote booking will be created with a unique Booking ID.
Attendance sheets will not display the delegates.
Reports do not include sales quote income or booking numbers.