It is possible to record location (Sales desk) for payments registered and booking changes made within the system.
Setting up Sales Desk Tracking will mean that on log in users will be prompted to choose their location from a list. The users location will be registered when them make changes to bookings or register payments.
To Turn on Sales Desk Tracking
Log in as the master user.
Turn on via → Account→ Edit Account Details
Check Turn on Sales Desk Tracking and click Save.
To Setup Locations for Sales Desk Tracking
Setup locations via → Account→ Sales Desk
Add each location and click Save.
You can also edit existing locations and set locations as Inactive here.
Setting Your Location for Sales Desk Tracking
Once Sales Desks are setup and tracking is turned on, when users log, in they will be prompted to choose one of the active Sales Desks.
The users location will then be displayed in the top right corner of the screen and can be changed by clicking on the location. In the case below the location is “Gondola Sales Desk”
Reporting Location with Sales Desk Tracking
Once setup, the Sales desk will be recorded:
In the Booking History, shown at the bottom of the Edit Booking page. In the below example change was made by user Bruce at the Gondola Sales Desk.
In the Financial History, shown at the bottom of the Financials tab. In the below example Payment was added by user Bruce at the Gondola Sales Desk.
In the Payments report Pdf download. The location will be displayed in the breakdown of payments by user and there will also be a breakdown of payments registered by each location.
