Bulk updates to pick up and drop off times for services can be achieved when using the Booking Operations function Update Pickup and Drop off. Some organisations may need the facility to locate or update a number of services at once.

The Update Pick up/Drop off menu option allows users to set filter options to return required results, and amendment to pick up/drop off points or times can be performed to multiple services across multiple bookings.

Updating Pick Up & Drop Off Details

1. From the Home menu, select Home > Operations > Service Operations > Update Pickup and Dropoff.

   1. Click the Home Menu to expand it:

      

   2. Click the Operations menu option to expand it:

      

   3. Click Service Operations menu option to expand it:

      

   4. Click Update Pickup/Dropoff to open the Update Pickup/Dropoff screen:

      

2. On the blank Update Pickup/Dropoff screen, the Service Tab will open, select fields to narrow the search filter results.
   

   NOTE: 'Save' will enable when the Service From/To fields have dates selected. Further filter selections are available from the following tabs Booking Tab, Analysis Tab (Booking), Service Tab and Analysis Tab (Service).

   

3. Check the completed screens.
4. Click on the Results Tab. Select the services to update. There are three ways to select:
   

   1. Using the check-box.
   2. Or clicking on the Booking Service.
   3. If all services are to be updated, use Select All for bulk selection.

   

5. Update the Pick Up/Drop Off details on the right of the screen.

   

6. Or click Edit Service Details, to enter the Pickup and Drop off details.

   

   1. Click OK to keep the changes and save or update the entry.

      

7. Click Save to keep the changes.

   

8. Click Exit to discard any changes.

   

9. If Save was selected a Summary will appear with the number of successful bookings to be updated.
10. Click OK to exit the modal.

    

11. The Update Pick Up and Drop Off Results tab will re-display, the service details will have updated and can be viewed from here.

    

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Service Date From/To

NOTE: Mandatory field selection to trigger the Save button activation.

This is the date of the service within a booking. Selection for a range of dates is entered here Pick Up and Drop off details for services that fall within the date range provided will display in the results screen.

Supplier From/To

Used to select Pick up and Drop off details with a specific, or range of, supplier(s) codes matching the selection.

Code From/To

This is the service code or range of service codes.

Pick up Time Range

Used to select a range of pick up times for services that fall within the time range provided.

Pick up Remarks

Used to select specific pick up points selected in the booking.

Service Remarks

This selection can be used to filter by specific remarks stored within the service.

Date Entered From/To

This is the date the booking was entered. If selection for a range of dates is entered here Pick up and Drop off details for bookings that were created within the date range provided will be display in the results screen.

Master Supplier From/To

Used to select Master Suppliers with a specific, or range of, Master Supplier code(s) matching the selection.

Drop off Time Range

Used to select a range of drop off times for services that fall within the time period provided.

Drop off Remarks

Used to select specific drop off points selected within the booking.

Service Status

By default, all service statuses are checked and services that have those status will be selected. Un-check statuses that are not required.

Service Type

By default, all Service (Types) are checked and Queue Messages for those service types that have been selected will return results.

Location

Multi select checkboxes display results for services in the booking matching the location/s selected - by default all Locations are selected.

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Booking Analysis

The top two rows of this tab are the 6 Booking Analysis codes. These are booking level selections.

Agent Analysis

The bottom two rows of this tab are the 6 Agent Analysis codes. These are Agent Analysis codes attached to the booking.

Analysis fields can be expanded or minimised by using the + or - function.

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Travel Date From/To

Travel date for bookings is the date that appears in the header of a booking this is generally the date of the first service. This date range field is used to select bookings with a specific date, or Pick up and Drop off details for bookings that fall within a range of travel dates.

Booking Name

This is the name of the booking that appears in the header of a booking.

Booking Ref From/To

Used to select a specific booking reference or range of references.

Agent From/To

Used to select Pick up and Drop off Details with a specific, or range of, agent(s) codes in the booking header matching the selection.

Consultant

Selecting this field will filter bookings by the consultant code attached to the booking.

Last Service Date From/To

Used to filter by the date of the last service or range of dates.

Date Entered From/To

This is the date the booking was entered. If selection for a range of dates is entered here Pick up and Drop off details for bookings that were created within the date range provided will be display in the results screen.

Booking Type

Used to filter by booking type, FITs, Groups or All booking types.

Master Agent From/To

Used to select Pick up and Drop off details with a specific, or range of, Master Agent code(s) in the booking header matching the selection.

Currency

Used to select bookings with a particular booking currency.

Booking Status

By default, all booking statuses are checked and services in bookings that have those status will be selected. Un-check statuses that are not required.

Branch

By default, all branches are checked and services in bookings that have those branches will be selected.

Department

By default all departments are checked, services in bookings that have those branches will be selected.

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Supplier Analysis

The top two rows of this tab are the 6 Supplier Analysis codes.

Service Analysis

The bottom two rows of this tab are the 6 Product (Service) Analysis codes. These are Product Analysis codes attached to the Service.

Analysis fields can be expanded or minimised by using the + or - function.