Warehouse Bookings is where you have the opportunity to find everything related to your bookings in Adversus.
Go to Warehouse in the menu on the left and choose Bookings.
As the default view, the Warehouse table shows you all bookings in Adversus without any filtering. You can customize your view, save the view and trigger actions from the menu on the right side. Let's dig into that:
Filters
Use filters to narrow your search and locate the specific bookings you're looking for, e.g., Campaign = Prince Paper customers.
It's also possible to filter based on your custom lead and/or result fields. Go to the bottom and click Add a contact field filter and choose the field you want to filter based on.
Columns
From the Columns tab, you decide the data you want to show in the table by adding relevant fields. If you'd like to lock a column, so it's always visible when you enter Warehouse Bookings, click the lock icon. If you, on the other hand, would like to remove it from the table, click on the X.
Actions
If you'd like to perform an action for the bookings located in the Warehouse view, go to the third column named Actions. From here, you have two possibilities:
Change booking status
Change the status of bookings to None, Held, Cancelled or Cancelled, but preserved in external calendar.
Delete bookings
This action will delete the bookings in your view. Bookings that have been created as external calendar events will also be removed from the external calendars.
Views
You can find all of your Warehouse Bookings views under the Views column.
If you have filtered and column'ed your way to the perfect view and would like easy access to it in the future, you can save it by clicking Save view in the top right corner.
Give it a cool name and choose if it's a private and/or favourite view.
You can also export the view as a one-time export by clicking Export and Now, or you can set up a Scheduled export to receive it automatically whenever you'd like. Read more about automated reports.