After logging in to the system you will be presented with the initial screen (picture 1).
Booking list can be accessed in two ways (picture 1):
a) by selecting the Booking menu (1), and then clicking on the Booking list (2) menu item.
b) via the Booking list column (3) in the middle of the screen.
To access the Booking list via the Booking list middle column (picture 2), start typing the Fleet Operator name in the text box (1), and then select the desired Fleet Operator from the drop down list (2).
This will display the basic information about the selected Fleet Operator (1).
To further refine the Booking list, select Countries or Locations (2), and simply click the Open Booking list button (3) to access the Booking list.
If you choose to access the Booking list via the menu item, a Booking list filter (1) will open on the left side of the screen (picture 4).
Here you can can select the Fleet Operator by typing the Fleet Operator name in the text box (2), and then selecting the desired Fleet Operator from the drop down list.
Booking list can be further customized by selecting the Period (3), by clicking on the dates, and then selecting the desired time period on the calendar.
You can also select the Check In day (4) via the drop down menu.
Further customization filters are also available below (5).
Filters can be reset to their starting parameters by clicking the Reset button (6).
Once you are satisfied with the selected parameters, access the Booking list by clicking on the Search button (7).
Once selected, the Booking list (picture 5) will be displayed.
The Booking list is divided into sections/squares (1) which mark the reservation period.
The time period for each square is noted at the top of the Booking list (2).
Month, number of the week in the year, and the date with the check-in day can be seen here.
The time period displayed for the squares can be customized by selecting one of the customization buttons at the top right corner (3). Weekly, Daily or Daily+ can be selected.
Daily+ allows for a more condensed display of the available periods.
Boat information can be seen in the left column and is grouped by default by Country (4), then Charter base (5), and lastly boat models (6).
By clicking on the boat name (6), a new tab opens up in the browser containing information about the selected boat (i.e. equipment, photos, extras…).
The icons (7) to the right of the boats name shows some of the most important pieces of equipment the boat has. Simply hover the mouse over an icon to get the icon description.
Boats to be displayed on the booking list can always be customized by going back to the Filter (8) and adjusting the filter criteria.
Each square on the Booking list is color coded depending on the status of the reservation. The meaning of each color for each square can be seen by clicking the Legend (1) button (Picture 6).
By clicking on a square, additional information about the chosen booking period can be seen (picture 7). To see more details about the chosen booking period, simply enter by clicking the Fetch button (1).
Creating Info / Option / Booking
Creating an Info/Option/Booking on the Booking list starts by selecting an available boat period (picture 8), and then choosing the desired number of weeks / days.
This will open up an info dialog box with the basic information (picture 9), where you can opt to create an offer or an option directly (2).
If you choose to add multiple boats to an offer, this can be done by clicking on the Shopping cart icon (1) in the info dialog. This will add the boat to the offer (picture 10), which will be visible by the Offer indicator at the top right corner (1). To add more boats, just repeat the procedure for additional boats.
To edit the number of boats in the offer, click on the cart icon in the top right corner. This will open the edit dialog box (picture 11) where you can remove boats (1), create an offer (2) or clear the entire list (3).
If you choose to create a single boat Info, simply click on the create info button (2) (picture 9). This will open up the reservation editor (picture 12).
Save button (1) will save the changes made to the Info reservation and return to the Booking list. Cancel button (1) will discard the changes made to the reservation and return to the Booking list.
On the information bar, the reservation number and type (2) will be displayed.
The booking period, boat name and charter base (3) can also be found here for reference.
You can also choose to Print (4) the reservation or Send (5) the Offer to the client via e-mail.
The most important information about the reservation can be found in the Basic information section (Picture 13).
(1) Yacht – displays the boat model, name and built year of the boat
(2) Fleet Operator – displays the Fleet Operator name linked to the reservation
(3) Agency Client – displays the direct client name linked to the reservation
(4) Period from, Period to – displays the start and end dates of the reservation
(5) From, To – displays the starting and final charter base of the reservation
(6) List price – displays the price from the price list of the reservation
(7) Deposit – displays the refundable security deposit amount, if there is any.
To see additional information about the Fleet Operator, click the Details icon (1) to the right of the Fleet Operator name (picture 14).
This will open the Info dialog (2) where you can see the information.
To close the dialog, click on the Close icon (3) in the top right corner.
To add/change a client on the reservation (picture 15), click on the Fetch icon (1) to the right of Agency Client label.
This will open the CRM module (picture 16).
To find a client, click on the Search text box (1), start typing the name of the client you wish to add, and click the Search button (2).
This will display the desired clients in the right panel.
To select a client, simply click the Fetch icon (3) which is on the left side of the desired clients name.
For more information on how to work with the CRM module, please refer to the CRM manual.
This will add the client to the reservation and take you back to the reservation edit dialog (picture 17).
To delete an existing client, click the Delete icon (1).
To see more info of an existing client, click the Info icon (2).
This will open an information dialog (3).
To close the information dialog, click the Close icon (4).
(1) Extras which are divided into Services (2) and Additional equipment (3), are visible below the Basic information (picture 18). Sum of the extras is displayed at the bottom (4).
To add more Services (2) or Additional equipment (3), click on the Add (5) icon on the right side.
A new Add dialog will open (picture 19). Click on the Add dialog (1), and a Text search box (2) will open. Start typing to filter out the desired extras or just select the desired extra from the list. Once listed, simply click on the desired extra (3) to add it to the reservation.
Once added, the extras (1) will be automatically calculated (2) in the reservation price (picture 20), depending if they are payable at base or in advance.
To see more information about an extra, click the Info icon (1), left of the extras name (picture 21). This will open an Info dialog with additional information.
This also allows you to Delete (2), or Edit (3) the extra.
If you select to edit an extra, a new dialog window will open (picture 22).
Here you can edit the service/equipment item.
You can edit the Quantity (1), Calculation type (2).
Once done, you can either choose to Save or Cancel (3) the changes made.
These changes will be automatically recalculated by the system.
After configuring all of the desired parameters on the reservation, you can see the final Price calculation (picture 23).
Here you will have displayed all of the relevant information for the price calculation:
(1) Discounts – list of discounts applied to the reservation
(2) Currency – currency of the reservation (can be changed)
(3) Client price – list price after deducting discounts
(4) Commission – Agency commission percentage given from the Fleet operator. You can see more information on the calculation by hovering the mouse over the info icon.
(5) Agency discount – discount given to the client by the Agency in absolute amount or percentage. This discount will be deducted from the Agency commission.
(5) Agency commission – final Agency commission after all discounts have been calculated.
(6) Final client price – final price for the client after all discounts have been calculated
(7) Agency price – final price minus the Agency commission for the Agency after all discounts have been calculated
(8) Agency income – final Agency income after all discounts have been calculated.
(9) Total advanced payment – final amount to be paid by the Agency to the Fleet operator without Agency commission, including extras if payable in advance.
Once you checked all the parameters of the reservation (picture 24), you can choose to:
Discard the Info reservation by clicking on the Cancel button (1).
Save the offer by clicking the Save button (2).
Create an Option by selecting the Actions menu (3), and then clicking the Make option menu item (4).
The top info bar (picture 25) will change (1) to Option.
From here you can choose to cancel the Option by selecting the Cancel option (3) menu item from the Actions menu, or to create a Booking by selecting the Make booking (2) menu item.
If you choose to create a Booking, the top info bar (picture 26) will change (1) to Booking.