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Table of Contents

Overview

Limousines provide a personalised service and are not booked by the seat - the entire vehicle is booked

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  • Us - Vehicles owned by the company > choose a driver and vehicleDrivers - Persons who
    • Employees flagged as "Driver (BUS)" but do not own a vehicle.
  • Drivers - choose the driver and the vehicle is defaulted
    • Person who own's a vehicle
    • AND are a creditor flagged as "Delegate"
  • Partners - Companies that are flagged as a delegation partner may run multiple vehicles
    • Company Creditor flagged as "Delegate" 

Rostering is for people and their availability.

  • All persons with an employee card that is flagged as "Driver (BUS)" will be on the rostering list

Entering a booking

The setups for all the options are explained later in the document

Incomplete Bookings

Bookings start as incomplete > until the status is changed to complete.  The list of incomplete bookings allows management of bookings that need attention

Planning the work by assigning to a vehicle or delegation partner

Bookings that are considered complete are listed on the transfers planner.

If they are not assigned yet they will appear in the top list.  Right click to assign them and they will appear in the bottom list.

Setups

Destinations

Destinations are used for pricing of transport from or to common places

CBD Destinations - do not have an address

The fare may be from or to the the CBD (or another area) - with the address by choice of hotel or manual entry.

The post code for the centre of the area is used to determine the state

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Airports, Ports, Railway stations, tourist operators and other common destinations have addresses

These destinations may have multiple addresses and it be important which one the booking is from or to.

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Hotels and other common pickup and drop-off points are flagged as a stop

Any company can be flagged as a route stop so their name / address is added to the list of locations a vehicle may be booked from or to.

Customers or Agents

Travel Agents are customers who pays for the services provided.

Vehicles that need to be planned

A Vehicle that is owned by the

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Vehicles are not used when assigning to a company that is a delegation partner


Drivers that need to be planned

Must have a postcode to determine the state they work in

Must have a creditor with the flag "Delegation Partner

Partners who can be delegated bookings

Delegation Parters are company creditors that are flagged as a delegation partner.

A company that can be handed bookings and do not need scheduling scheduling - no limits apply to the bookings that can be assigned to them.

Fares

Fares have a state and a Partner. 

  • A partner is an external organisation that can have trips delegated
    • Partner is optional
  • An example of a state with multiple partners would be QLD if a partner operated in Brisbane and another one in the Gold Coast.

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