Knowledge

Bookings -> Work performance

1. Bookings

The Bookings screen is used to create and manage vehicle booking requests from customers

*Major:

  Ø When a new booking arises, the company will contact the customer again and quote a price -> If successful, it will change the status to Approved and update the amount of the Booking, then can create an Invoice -> If not agree then change to Rejected

  Ø In case the agreement is successful, when the delivery date arrives, the driver will switch to Processing state -> When delivery is successful, switch to Complete

  Ø If it fails or the customer cancels the transaction, it will switch to Canceled

  Ø Customers can also create Bookings from the Customer Portal. The data will be displayed at this screen

1.1. Add Booking

- Step 1: Select the Booking menu screen -> Select the Add function available in the screen

- Step 2: The system will display the Booking screen -> Enter the necessary data -> Select Save to save the action you just made

1.2. View Booking

- Step 1: Select the Booking menu screen -> Select the View function available in the screen corresponding to the data to view information

- Step 2: The system will display a screen containing the details of the corresponding Booking

* Explanation:

  o   The Update info function is used to update the Booking amount. The updated data will be displayed in the Amount field. Customers can see this information

  o   Create invoice function is used to create invoices for customers. If the Invoice has been created successfully, the system will display the View Invoice function

  o   The Rating area will display the customer's rating for the Driver belonging to the corresponding Booking

  o   If you want to make a Booking, you must create a Logbook to assign to the vehicle and driver. From there, customers can rate Driver

2. Work performance

Work performance screen is used to create and manage Work performance (Logbook). The data in this field will also be displayed in the View screen of Booking when there is a relevant Booking (displayed internally)

If you want to make a Booking, you must create a Logbook to assign to the vehicle and driver. From there, customers can rate Driver

2.1. Add Logbook

- Step 1: Select the Work performance menu screen -> Select the Add function included in the screen



- Step 2: The system will display the Logbook screen -> Enter the necessary data -> Select Save to save the action you just made

* Explanation:

o   Booking field data taken from Booking menu screen

o   Vehicle field data is obtained from the Vehicle menu screen

o   Driver field data retrieved from Driver menu screen

2.2. View Logbook

- Step 1: Select the menu screen Work performance -> Select the View function available in the screen corresponding to the data to be viewed

- Step 2: The system will display a general info screen containing the information of the corresponding Logbook

* Explanation:

The Add function in the screen is used to Add Time card for Logbook. Logbook is like Task. This time card is like the timesheet for the task. Currently Time card data is only generated and displayed in this screen