How do I add a Reservation to a Sale?

To add a Reservation to a Sale either Create a new Sale, or Edit a Sale

Reservations can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?

Reservations in this Sale, are listed in the 'Services' section

To add a Reservation, click Add Reservation 

Here you can EITHER

Select from a list of existing Reservations with this Customer

Click Add against the Reservation you wish to Add

OR

Use the Drop Down option to choose a different Customer, then select a Reservation with this different Customer

OR

Use the Add Manually option to manually enter in a Service

Please note: If you use this option, the Service will not be attached to a Reservation

You can then use the View button to view the Reservation 

You can use Delete button to delete the Reservation from the Sale 

You can use the Edit button to make changes to the price of the Reservation within this Sale 

Complete the following fields:

Field	Description
Price	Change the price of the Reservation within this Sale
Discount	Add a Discount just to this Reservation within this Sale as a set figure  or as a percentage of the Reservation price
Discount Tax Type	Select if the Discount is before tax or after tax
Loyalty Enabled	Select this checkbox if Loyalty Points are enabled for this Product For more information about loyalty points, see Loyalty Program
Tax	Taxes will appear here if they have been created See How do I add a new Tax? Select the checkbox against the tax you wish to include

Click Save

To add a Reservation to a Sale, either Create a new Sale (see How do I create a new Sale?)  or Edit a Sale (see How do I edit a Sale?)

Reservations can also be added to the Sales in the Checkout screen, see How do I checkout a Reservation?)

Once you are on the Edit Sale screen, you can EITHER:

Select a Reservation from the CUSTOMER's UNPAID RESERVATIONS scrolling menu, or a Service from the SERVICES scrolling menu (this is a stand alone service, that is not attached to a particular reservation)

OR

Tap + Add Reservation/Service

Tapping + Add Reservation/Service will display a list of this customer's existing Reservations. Tap on the one you wish to add:

You may also tap Add Manually to display a list of Services which may be added to the Sale. These are stand alone Services, which are not included with a Reservation:

The added Reservation/Service will appear in the SERVICES section:

Proceed with adding any required items and payments to the Sale (see How do I add a Payment to a Sale?)

Then close the Sale

To add a Reservation to a Sale, either Create a new Sale (see How do I create a new Sale?)  or Edit a Sale (see How do I edit a Sale?)

Reservations can also be added to Sales in the Checkout screen, see How do I checkout a Reservation?

Once you are on the Edit Sale screen, you can EITHER:

1. Select a Reservation from the Customers' Unpaid Reservations shortcut buttons, or a Service from the Services shortcut buttons (this is a stand alone service, one that is not attached to a particular reservation)

OR 

   2. Do one of the following:

• Tap the + icon > Add Reservation 
• Tap the + icon > Add Service (this is a stand alone service, that is not attached to a particular reservation)

Tapping Add Reservation will display a list of this customer's existing Reservations

Tap on the one you wish to add:

Tapping Add Service will display a list of Services

Make your selection from the list:

Next, select the Employee from the Employee List

The added Reservation and/or Service (tagged with the Employee's name) will appear in the Reservations section of the Sale:

Proceed with any Payments (see How do I add a Payment to a Sale?)