Overview

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

Bookings are made by Travel Agents (or tour groups or other Debtors) providing a service to travellers - so the payment is collected from the Agents monthly

The Fares (Prices) for many trips are fixed - Sell, Buy and Cost prices.  Although individual bookings may vary.

Limousines may be

• owned by the company (driver is still typically a contractor) - cost rate is paid
• owned by an external person who is also the driver (scheduling is important) - Buy Rate is paid
• owned by an external organisation ( normally have capacity for more than one vehicle ) - Buy rate is paid

External Limousine owners are paid monthly and are paid the same rate as external organisations

Bookings may be linked (returns, Multiple vehicles required) to simplify mass changes (eg late cruise ship)

Bookings may be allocated to (note can view the scheduling screen while allocating manually)

• Us - Vehicles owned by the company > choose a driver and vehicle. 
  • 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 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

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.

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

Vehicles that need to be planned

A Vehicle that is owned by the

• Host company will be in the "Us" selection in the booking
• A Person that has a Creditor that is flagged as a "Delegation Partner"  will be a "Driver" in the booking

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

Driver that need a Roster and need to be planned

Rostering is available for employees flagged as "Driver (BUS)"

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 have a postcode to determine the state they work in

Must have a creditor with the flag "Delegation Partner" so they can be allocated bookings and be paid

Must be an employee flagged as "Driver (BUS)" to be considered for bookings.

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 - 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.

Because fares are per state / partner = the same code may be used.