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| Note |
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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. |
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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
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Bookings start as incomplete > until the status is changed to completeconfirmed. The list of incomplete bookings allows management of bookings that need attention
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Sending the manifest to the drivers
Review the bookings and send the manifests
Review the PDF before it is emailed
Invoicing customers
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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
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