This document highlights points that will be captured during training. 


  1. Booking
    1. Create Booking
      1. BookingType
      2. JobType
      3. Bulk Import Function
    2. Structure of Booking > Jobs > Trips > Legs
    3. Dispatching
    4. Manifest
    5. Proof Of Delivery
    6. Cost Sheet
  2. Vouchers (Invoice and Payments)
    1. Create Invoice
      1. Single Line item
      2. By Company
      3. By Bulk/Reference Number
    2. Invoice Templates
    3. Cost/Tax/Exchange Rates
    4. Approvals
    5. Integration
  3. Incentives
    1. Incentive Types
    2. Shifts
      1. Open Shifts
      2. Add incentives
    3. Incentive Vouchers/Claims
      1. Actualize Incentives to Vouchers.
  4. Reports
  5. Driver App
  6. Misc Data
    1. Find job that is not billed.
    2. Find jobs that are not delivered.
  7. MasterData
    1. Entities
    2. Companies