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Simple Booking

Welcome to the Simple Booking feature! This guide will walk you through the process of creating a booking seamlessly.

📘 Easy Guide: How to Make a Simple Booking​

In the Transportation Cockpit, you can make bookings in 3 ways:

🚛 1. Basic Booking​

Just save the booking. No need to choose truck or driver.

🚚 2. Booking with Truck & Driver​

Same as Basic Booking, but you also pick a truck and driver.

📄 3. Booking with POD (Proof of Delivery)​

Same as above, but after delivery, you upload a delivery document.

🚦 How to Start a Booking​

  1. Open the Transportation Cockpit module.
  2. Click the Simple Booking button.
  3. You’ll go to the Master Dashboard.
  4. Click CREATE BOOKING.
  5. A booking form will appear.

📝 Steps for All Bookings​

These steps are the same for all types of bookings:

  • Customer Name Type the name. If it’s an old customer, details will fill in automatically.

  • Pickup & Delivery Address

    • Option 1: Type the address and choose from Google suggestions.
    • Option 2: Press Ctrl + Q to get address from system.

  • Pickup & Delivery Date/Time Use the calendar to choose date and time.

  • Quantity & Price Type how much is being shipped and the price.

  • Truck Type & Tonnage Choose the truck type from the dropdown.

✅ 1. Basic Booking​

If you don’t want to assign truck or driver:

  • Click Book Truck
  • Booking is saved.
  • Customer gets email confirmation.
  • You go back to Master Dashboard.

✅ 2. Booking with Truck & Driver​

If you want to assign truck and driver:

  • After filling the form, choose truck and driver from the list.
  • You can pick from your own trucks or vendor trucks.
  • Click Book Truck
  • Booking is saved with truck and driver info.

✅ 3. Booking with POD (Proof of Delivery)​

If delivery is done and you want to close the booking:

  • Type the Shipping Reference or DO Number

  • Change delivery status to DELIVERED

  • Upload POD file (PDF)

    • Click Choose File
    • Then click Upload

  • Booking is marked as Delivered

  • Customer gets email with POD copy