Sales · 5 capabilities
Booking & Deal Desk
One controlled path from agreed price to signed booking form.
Booking is where discipline usually breaks: a discount agreed on a call, a cost sheet typed by hand, a unit promised before the paperwork exists. The deal desk makes it a sequence, and puts the approval before the promise.
- 01
Cost Sheet
Generated from the unit's own pricing — base rate, floor rise, charges and taxes — rather than assembled in a spreadsheet each time.
- 02
Discount Approval
An agent quotes what they are authorised to quote. Anything beyond it routes to whoever owns that call, on the record.
- 03
Booking Form
Issued against the sheet that was actually approved, so what the buyer signs and what was sanctioned are the same document.
- 04
Unit Blocking
Confirmation blocks the unit immediately, which is what stops a second booking landing while paperwork is in progress.
- 05
Cancellation Handling
A cancelled booking releases the unit and records the reason, instead of leaving inventory quietly wrong.
Who can approve what
| Discount | Approver | Recorded as |
|---|---|---|
| Within agent limit | Agent | Applied directly on the cost sheet |
| Above agent limit | Sales head | Approval request against the booking |
| Above sales-head limit | Management | Escalation, with reason captured |