| Table of Contents |
|---|
...
Customers are individuals making bookings using an online website after authentication
Referring organisations may provide a LOGO image to display to referred customers
The booking screen may be a single page - or setup as a stepped wizard
The customer may make a return booking and pay for it all at the same time
The payment is online and the booking if not paid is not retained by the system
Booking screen
The fields can be arranged in any order or as a simpler stepped wizard easily
Phone number is setup on the host company > Contact Types > Key = CUSTOMERHOTLINE
...
The customer will then receive a booking confirmation email with an attached invoice
...
View their runs today and in the future
Confirm they have done a vehicle check
Start their run
Be shown the next address to go to
Mark passengers on-board / missed / or end of leg
Back to 4 until day is finished
Payment of Referrals
What is a referrer ? A referrer is a company that
Provides a booking to you
Does not pay for that booking
May expect to get some payment for providing the booking (ie Creditor)
A Referrer is captured on the booking - the referrer is to be paid the % entered on the Supplier Card
...
Create and Modify Delegate Invoices
Any organisation can have be an inbound or outbound delegations on a booking.
An inbound delegate is a company that:
Pays you (ie a Debtor)
Either
Has a booking from a customer they cannot service - so are passing it on
Are an organisation that pays for people to travel. An example is a company that allows it’s users to make bookings that they later pay for.
inbound delegates can be added to the booking manually or based on a parameter being passed into the portal
Some pay full price, some pay a reduced amount.
The % reduction to be paid by a delegate is held in the Debtor > Commission % field. If they pay full price this should be zero.
Updating this requires Secure Features and Secure Features
An outbound delegate is a company that :
carries a booking for you that you cannot carry
Gets paid by you (ie are a creditor)
May be paid less than the booking amount. The % reduction to be paid to a delegate is held on the Creditor > Commission % field.
Updating this requires Secure Features
Use the Edit - Delete option to delete a Delegate Invoice
...