Booking

Manage bookings

1. Efficiently create manual bookings or add bookings for clients by entering essential details using our CRM Software.
2. Ensure that all relevant information such as passenger names, phone numbers, and other important details are accurately recorded with our Software Solutions.

Add new Bookings data

1.Navigate to the 'Booking' tab in our ERP Software.

2. Click on the "Add Booking" button to initiate a new booking in our Business Software.

3. Fill in the required fields that appear, such as passenger name, phone number, and other important details related to the booking using our Technology Solutions

4. Click the "Save" button to finalise and save the booking within our Accounting Software.

In the Booking tab, you have the option to manually input bookings for walk-in or existing clients by providing the following details:

• Personal details of the Client

  1. Name - Name of the client
  2. Contact no. - Contact number of the client (including country code)
  3. Email - Email address of the client

• Details of the person who is making the booking

  1. Phone No. - Contact number of the person making the booking (including country code)
  2. Email - Email address of the person making the booking
  3. Name - Name of the person making the booking

• Booking Details

  1. Date & Time - Date and time when the booking was made
  2. Start Time - Date and time when the trip starts
  3. Select City - City where the trip starts
  4. Trip Start KM - Initial kilometers of the trip
  5. End Time - Date and time when the trip ends
  6. Select City - City where the trip ends
  7. Trip End KM - Final kilometres of the trip
  8. Trip Distance - Total distance covered during the trip

• If the Vehicle is assigned through any supplier

  1. Market Vehicle - Indication if the vehicle was sourced from the market
  2. Driver - Driver assigned for the trip
  3. Name: Name of the supplier company's supervisor
  4. Email: Email address of the supplier company's supervisor
  5. Phone Number: Contact number of the supplier company's supervisor
  6. Roles: Roles assigned to the supplier company's supervisor
  7. Department: Department of the supplier's company
  8. Designation: Job title or designation of the Supplier company's supervisor
  9. Wallet Address: Wallet address associated with the Supplier company.

• If your company owns a Vehicle

  1. Vehicle Name
  2. Driver's Name

Edit the saved Bookings.

1. Click on the Edit Icon: Locate and click on the 'Edit' icon within our Sales Software.

2. Update Booking Details: Modify existing information or enter new details, enhancing service customisation with our Mobile App Development.
3. Save Changes: Confirm that all modifications are correct, then click the 'Save' button.

Bulk Upload Booking data

Navigate to Bookings Tab:

• Click on the 'Bookings' tab.

  

Initiate Bulk Upload

• Locate the three dots icon

  

• Click on this icon to reveal additional options.

• Select "Bulk Upload" from the available options.

  

  Select Upload Template:

• Once "Bulk Upload" is selected, a pop-up window will appear.

• Download the sample file provided in the pop-up, which is essential for formatting your data correctly.

  Prepare Your Data:

• Open the downloaded sample file.

• Fill it with the relevant vehicle data according to your requirements.

• Save the filled-out template on your system.

  

  Upload Data:

• Drop the saved file into the document uploader on the Console.

• The data within the file will automatically be added to the masters in the bookings section.

Bulk Download

Filter Data:

• Filter out the data you wish to download.

Access Download Options:

• Choose Download from the options list.

Choose Template:

• You will be presented with two choices:

  • Select an existing template.

  

  • Customise your own template by selecting desired fields.

Customise Template (if applicable):

• Select the fields you want to include in your custom template.
• Enter a name for your new template.
• Click on the Save button

Select Template for Download:

• Choose the custom or existing template you wish to use for the download.

Download Data:

Click on the Download button to start downloading the data based on the selected template.

Filter Booking

Initiate Search:

• Click on the Filter Search Bar to start your search.

Select Filter Type:

• Choose the appropriate filter type from the dropdown menu.

Enter Information:

• Input the required information into the search bar corresponding to your selected filter type.

Execute Search:

Click on the Search button to retrieve the results.

Bulk Delete

Select Records:

• Bulk select the records you wish to delete.

Access Additional Options:

• Click on the 3-dot icon to open the menu.

Initiate Bulk Delete:

• From the additional options, select the Bulk Delete option.

Confirm Deletion:

• An alert will appear asking if you want to delete all the selected data.

Click on the Okay button to confirm and delete the selected records.