...
| Note |
|---|
Bookings when first saved (once the booking has a "Booking Number" it has been saved) the status will be "New/Incomplete". Incomplete bookings cannot be scheduled. Indicate the booking is "Ready to Schedule" will trigger validation checks that the required information is there - and the booking will move to "OK". State is required in order to select a rate. |
...
Booking will be incomplete until Marked as Confirmed. Marking as confirmed does validation checks and once confirmed triggers an email to the Agent with the booking details. |
Incomplete Bookings List
...
Bookings start as incomplete > until the status is changed to completeconfirmed. The list of incomplete bookings allows management of bookings that need attention
...
Note - where a booking is assigned to a partner company there is no need to plan the bookings
Sending the manifest to the drivers
Review the bookings and send the manifests
Review the PDF before it is emailed
Invoicing customers
How to invoice the bookings
The created invoice
Print preview of the created invoice
To email a customer as soon as an invoice is created - set autoemail on the customer
Creating RCTI's for drivers
...
and partners
The resulting invoice will open - use correspondance tab to email out.
Setups
Destinations
Destinations are used for pricing of transport from or to common places
...
These destinations may have multiple addresses and it be important which one the booking is from or to.
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.
Rates by Customer
...
Linked at the customer level
That have a role of "Booking Agent"
Fare Contracts by Customer
Each customer may have a Fare Contract for any rates that are agreed between dates
Fare Contracts per Driver or Partner
Each supplier (Driver or partner) may have a fare contract
Vehicles that need to be planned
...
Vehicles are not used when assigning to a company that is a delegation partner
Driver that need a Roster and need to be planned
...
Rosters provide available and more importantly unavailable time so they are not listed as available for bookings when not available.
Unavailable time is entered on the person
Contact details
...
Must be an employee flagged as "Driver (BUS)" to be considered for bookings.
Creditor view
Partners who can be delegated bookings
...
A company that can be handed bookings and do not need scheduling - no limits apply to the bookings that can be assigned to them.
Fares
Fares have a state and optionally 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.
Because fares are per state / partner = the same code may be used for different state / partner combinations.
| Note |
|---|
Example if the service is airport to city (ACBD) - then the same code could be used in every state making it easier to enter bookings across state |
| Attachments |
|---|