Booking Client

Found in: Planning > Booking List

• Why Bookings Are Important
• The Main Agenda of Booking
• Steps to Create a New Booking
  • 1. Contact Information
  • 2. Service Type and Date section
  • 3. Product Information
    • Products
    • Sampling Lots
  • 4. Samples Information
  • 5. Supplier & Factory Information
  • Supplier Information
  • Factory Information
  • 6. Files
  • 7. Other information

In SynControl, every inspection or audit generally starts with a booking. A booking is essentially a request to carry out an inspection/audit on a defined day, for specific product(s), and at a designated supplier/factory location.

Create a booking to ensure that inspections are well-organized, transparent, and traceable. Each booking centralizes all relevant details, such as service type, product information, instructions on what to check, supplier data, samples, etc., so that everyone involved is aligned and the inspection can be executed smoothly.

Why Bookings Are Important

Factor	How Bookings Add Value
Planning and Coordination	Keep inspection teams and suppliers aligned on when and where inspections will happen. This prevents confusion.
Traceability	Every booking is stored with product details, supplier information, inspection type, and attachments.
Quality Control Consistency	By defining structured data (e.g., checkpoints, potential defects, golden samples…), bookings help ensure inspections are done right.

The Main Agenda of Booking

• Organize inspection/audit activities in a single, centralized platform.

• Document inspection results for accountability and future reference.

• Streamline repeat bookings for recurring products or suppliers.

Steps to Create a New Booking

Log in to your SynControl account at your organization’s URL (e.g., acme.syncontrol.com).

Go to Planning > Booking List > New Booking

After clicking the “New Booking” option, a booking window will open where you need to enter all the required details to create a new booking. The form is divided into sections, with each section focusing on specific information. Let’s go through these sections one by one to understand what details you need to provide.

1. Contact Information

This section ensures communication between SynControl and the client is clear.

Field	What You Need to Do
CC Messages	Enter email addresses of people who should receive booking-related messages.
CC Reports	Enter email addresses of people who should receive the inspection reports.
Re-Inspection?	Indicate if this booking request is for a re-inspection.

2. Service Type and Date section

In the Service Type and Date section, provide the details for the Service type. The fields are described in the table below:

Field	What You Need to Do
Service Type	Select the type of inspection you want to book. The options are based on the configuration for your account.
Proportion to be finished upon the inspector’s arrival	Enter the expected % of production to be completed when the inspector arrives.
Proportion to be fully packed upon the inspector’s arrival	Enter the expected % of goods to be packed when the inspector arrives.
Keep as Default Values for the Future	Option to save your current input as default values for future bookings.
Desired Start Date	Enter the preferred starting date for the inspection.
Desired End Date	Enter the preferred ending date for the inspection.
Originally-planned Start Date	Shows the originally scheduled start date (if different from the current one).
Planned Shipment Date	Enter the date when the goods are planned to be shipped. (This is optional.)
Latest Allowed Service Date	Enter the latest acceptable date for the inspection to take place. (This is optional.)

3. Product Information

This section is where you define the product(s) involved in the inspection.

Products

• Add New Product: Use this option to create a new product entry with full details (e.g., product name, category, specs).

• Select a Product Already in our Database: If the product has already been entered before, you can simply select it from the existing database to save time.

Sampling Lots

Sampling lots define how many units will be checked, under what inspection level, and according to which AQL (Acceptable Quality Limit) criteria.

You may decide to use the following:

• Actions: Options to edit the lot.

• Add Lot for Sampling: Add a new sampling lot with defined criteria.

• Keep as default values for the future: Save your current AQL and sampling settings to reuse in future bookings for this ‘client’.

4. Samples Information

This section is used to record and manage product samples related to the booking. Samples are essential for inspectors to compare production output against client-approved references and to verify quality standards.

• Add Perfect Sample(s): Use this option to register “golden samples” or approved reference samples, which will serve as benchmarks for inspectors during the inspection.

• Add Sample(s) to Pick up: Use this option if samples need to be collected by the inspection team and kept/sent somewhere.

5. Supplier & Factory Information

This section is used to identify the supplier and the factory involved in the booking. Accurate supplier and factory details are essential for inspection scheduling, coordination, and reporting.

Supplier Information

• Select a Supplier: Choose the supplier from the existing database.

• Create a New Supplier: If the supplier is not listed, you can create a new record by adding their details (e.g., name, contact info, address).

This ensures the booking is tied to the correct supplier for communication and traceability.

Factory Information

• I only know the country where the factory is located: Select this option if you do not know the factory’s exact address but can at least confirm the country.

• I know where the factory is located: Select this if you can provide the factory’s full details (address/location).

This information helps inspectors and coordinators plan logistics and ensures the inspection is scheduled at the right location.

6. Files

This allows you to upload and store all documents (images, specifications, packing manuals…) that are relevant to the inspection.

7. Other information

This provides a free-text space where you may write additional instructions, special requests, or important notes that may not fit into other predefined fields of the booking form.

After entering all the required booking details, click “Save & Close this Booking” to submit your booking.

If you’d like to review the booking with the information you provided, click “Save & View this Booking.”