Automatic Booking Assignment Configuration

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Overview

This document provides instructions on how to automatically assign a booking to a unit. It includes steps for both manual and automatic assignment processes.

Prerequisites

  • Access to the system with appropriate permissions to configure settings.

Steps

Manual Assignment

  1. Select the Unit and Date Range:
    - Choose the desired unit and specify the date range.
  2. Submit Selection:
    - Click the Submit button at the top of the grid.
    - This action will navigate you to the booking quote screen with the selected unit assigned.
  3. Complete Reservation:
    - Proceed to complete the reservation without needing to assign a unit manually.

Automatic Assignment

  1. Access Business Setup:
    - Click on the Menu button.
    - Select the Setup tab.
    - Click on Business Setup.
  2. Enable Auto Assignment:
    - Navigate to the Preferences tab.
    - Tick the flag labeled Auto assign unit on Grid on the right side.
  3. Pencil Ins Assignment:
    - The same automatic assignment functionality applies to Pencil Ins.

Troubleshooting

  • Ensure that the Auto assign unit on Grid flag is ticked if automatic assignment is not functioning as expected.
  • Verify that you have the necessary permissions to access and modify the Business Setup settings.