Booking Form

When you add or want to edit or simply view a booking you will be presented with the booking form.

Each booking is provided a unique reference, you can then add any existing purchase orders onto the booking or you can create a dynamic purchase order if you are not able to find one for the customer.

Simply drag the booking over, or select it and press the arrows and should it not exist you can click on the right window in the section which will allow you to add a virtual PO for a customer which you can receipt against.

It is important to maintain the open purchase orders otherwise you will end up with an unusable list.

Most of the fields above are self-explanatory however there are some new fields which have been added and these will be used more in later functionality

An external booking module is planned to allow your hauliers to request booking slots themselves and the basic functionality of auto allocation will also be added at the same time

Field Name

Explanation

Field Name

Explanation

Transport By

Only hauliers are shown on this list

https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/667418787/Maintenance+Group#Transport-Type

Total Ps

provided by the haulier / shipper, how many pallets are on this booking

Total Cs

provided by the haulier / shipper, how many total cases are on this booking

Calculated Ps/Cs/Ss

Based on the purchase order this is how Pallets/Cases/Singles are on the booking

Lns

How many product lines are coming in. It is easy to put away 2000 cases of 1 product line but what if there are 400 product lines for the 2000 cases. You need this to work out the effort required

Container

Will these items be delivered in a container ?

Slip Shs

Will this booking be coming to you on Slip Sheets
Usually specialist equipment is needed to off load this.

HB

Handball the items
This means that the goods are loose and each case or item has to be moved individually.

Pallets

Will this booking be coming on Pallets?

Resource Effort Minutes

How many minutes of work do you expect this booking to take to offload, check and put away into the warehouse. This would be the total

No of Resources

No of people working on the receipt, checking and put away.
e.g. Manpower working on this booking

Recurrence

You can set a booking up to be a recurring booking, this means it will repeat multiple times.

This is designed for hauliers who are given a repeat booking each day/week because they are always bringing the goods into you from various suppliers.

The above form should be self-explanatory (it is the same form that you would use in Outlook Calendar).

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