The Charter Calendar is a working diary/planner for all the historical information
and required actions for charters such as the data entry of Quotations and Bookings.
The Calendar defaults the current date and depot in the monthly calendar based
on:
- the date settings on your PC and
- the default depot setting in System
Configuration.
Under the Views panel is a list of "vehicle movements".
Selecting a specific View shows the number of applicable charter
records or "jobs" for each calendar day.
The different types of "vehicle movements" include:
- Charters yet to be allocated a Driver and/or Bus.
- Charters requiring adjustments.
- Charters complete and ready for posting.
- Charters that have received a quote.
- Charters that have been booked.
- Charters to invoice.
- Charters that have been printed more than one time.
- Charters that have been cancelled.
- Charters that are recurring.
Sample Charter Calendar Selection Form
Viewing Instructions Charter Calendar Selection Form
- Select the Arrows at top
of the Charter Calendar to change the monthly calendar for viewing charter records.
- Select a Depot (from the pick list) to show only charter
records applicable to that Depot.
- Select Quote to display the number of Charter Quotations where
the Pick Up Date matches the selected month.
- Select Booked to display the number of Booked Charters where the
Pick Up Date matches the selected month.
- Select No Driver/Bus to display the number of Booked Charters that
have not been allocated a driver and/or bus.
- Select to Adjust to display the number of Charters that require adjustments
to the booking where the Pick Up Date matches the selected month.
- Select to Invoice to display the number of Completed Charters that
have not been previously printed and are ready for invoicing.
- Select Invoice Printed to display the number of Completed Charters
that have been previously printed one or more times.
- Select Invoices (to Post) to display the number of Completed Charters
that have been printed once and are ready for posting.
- Select Cancelled to display the number of Cancelled Charters where
the Pick Up Date matches the selected month.
- Select Recurring to display the number of Recurring Charters where
the Pick Up Date matches the selected month.
- Select History to display the number of completed and posted Charters
where the Pick Up Date matches the selected month.
- Select Employee Unavailability to display the number of unavailable
employees where the Pickup Date matches the selected date.
Entry Instructions Charter Bookings or Quotations from the Calendar
- Select the Vehicle Movement (Quotation or Booked) under the Views
panel (use left mouse click).
- Select the Depot from the default pick list <tab> (right mouse
click to Find and Maintain).
- Select a Calendar Day (use left mouse click) to default the list
of Charters in the
Charter Table in relevant date order.
- Dble-click on the highlighted calendar day to view the Charter Table
(Quotation or Booked).
Exit Instructions Charter Calendar Selection Form
- Use the X in the top right hand corner to close the Calendar.
GO TO - Entry of a Charter Booking or Quotation
Entry Instructions - Charter Tab - Charter Book.
Entry Instructions - Costs Tab
- Charter Book.
Entry Instructions - Recurring
Tab - Charter Book.
Entry Instructions - Pax/Options
Tab - Charter Book.
Entry Instructions - Vehicle/Driver
Tab - Charter Book.
