Creating a booking type
In the Manage dashboard, click on Booking Type under the TRANSPORT section, then click on Create.
Booking Type helps to specify the following booking. All bookings are required to have a booking type.
- Code: The code used to refer to a booking type. Must be unique.
- Name: The name to display when selecting a booking type when creating a booking.
- Flow Type: determines the flow of the booking, therefore which chronologies, documents, request and vouchers show up.
- transMys - simple transport system
- fwdMysImport - detailed import function.
- fwdMysExport - detailed export function.
- Sorting: determines the sort order it shows up when creating a booking.
Billing Fields
Billing Fields determines how the booking will be billed.
Once you click Add New Billing Form, fill in the required fields.
- BillManner: How the booking is billed. You can set it to be billed by booking, by job or by trips.
- Description: Description for the cost item that will appear in the voucher.
- ChargeItem: The corresponding charge item for each billing. Eg: if billed by job, each job will have a costItem computed from this chargeItem.
- Sell/Cost Rate: The rate tree that will be used to compute the cost item.
- Sell/Cost Rate Value: The value that will be used if cost item is not assigned a Sell/Cost rate tree.
