Q: Create a human resource

On the Human Resource page via the Person icon on the main menu. Click on the + to set up a new human resource. Enter the Name and Surname of the human resource, together with whatever other information you feel is relevant. Finally, click on the **Save **button. Keep in mind that in order for the system to consider this resource in the calculation of availability, you must specify a Job title configured for this purpose. A new human resource registered in the system is automatically assigned the work title of Driver . To configure your Job Titles, open the list and click the **pencil **icon at the bottom. If you want resources with a specific Job Title to not appear in Scheduler and to not be considered in the calculation of availability, select the Don’t Show in the Scheduler option. The employee number is automatically generated by the application at the first save.

Q: Manage numerical series

Sengerio allows you to manage independent numerical series for quotations, bookings, invoices and credit notes. For this example the guide uses an invoice. However, all the series works in the same way. Click on the Calculator icon in the main menu and select Invoices . To manage the numerical series of an invoice, you must insert the series during the creation of the invoice. To begin creating a new invoice, click on the + button to create a new invoice. Access the drop-down menu list of 'Serie, number' click the pencil icon at the bottom. In the window, click the + to create a new series, or click on an existing row to modify it, keeping in mind that only a few fields can be modified after you have saved the series. To create more than one numerical series for the same period, you have to define a Prefix and/or Suffix , specific for that series. By default, the filter on the Lock field is active so that the locked series are not shown. Two years after the referenced period, the serie

Q: Transport company - Communicate vehicles to the Buyer

When you work with a Buyer (e.g. a Tour Operator, or any kind of connected customer) using Sengerio, the buyer can request that the supplier communicates the specific features of one or more vehicles, based on an agreement you have made. To do that you have to register the vehicle inside Sengerio first, by adding it in the vehicles list. After that, click on the exclamation point at the top left of the vehicles list to access the vehicles communcations list . For every vehicle profile that the Buyer has requested, you see two numbers : one number represents the number of vehicles that need to be communicated. the other represents the number of vehicles that you have already communicated. Keep in mind that it is okay if you propose more vehicles for a specific profile, but the minimum number of vehicles that you have to communicate is decided by the Buyer and is visible in the column 'To be communicated' . Click on 'Add Vehicle' near anyone of the profiles and you can select which one of your vehicles you want to communicate for that profile. Keep in mind that in order to be able to communicate the vehicle, all its details must be filled in (from details tab inside

Q: Insert a logo for the operator

Click on the gear icon in the main menu and then on the name of your company . To insert the logo of your company, click on the **upload **icon inside the box in the top right, and save. To cancel the logo, right click on it (or hold, on the tablet), select Delete and save. The same applies for the image cover, which is in the lower right corner under Cover image . The logo is visible on documents. Whereas, the cover image is the picture of your company seen by other users in Sengerio.

Q: Create a vehicle

To create a vehicle, click on the Vehicle icon on the main menu and select Vehicles . On the Vehicle page, click on the + button to create a new vehicle. Here, you can enter the relevant information of the vehicle. This includes the vehicle status, code, typology, and plate. Note that the Typology field is obligatory. If you do not specify a code Sengerio automatically generates one. The Service Start and Service End fields specify the date and time of the vehicle's service. If these fields remain empty, Sengerio assumes that the vehicle is available and can be allocated at a later time to cover the required service To complete the creation of a vehicle, click on the save button.

Question 1

Create a human resource

Accepted Answer

On the Human Resource page via the Person icon on the main menu.

Click on the + to set up a new human resource.

Enter the Name and Surname of the human resource, together with whatever other information you feel is relevant. Finally, click on the **Save **button.

Keep in mind that in order for the system to consider this resource in the calculation of availability, you must specify a Job title configured for this purpose. A new human resource registered in the system is automatically assigned the work title of Driver.

To configure your Job Titles, open the list and click the **pencil **icon at the bottom.

If you want resources with a specific Job Title to not appear in Scheduler and to not be considered in the calculation of availability, select the Don’t Show in the Scheduler option.

The employee number is automatically generated by the application at the first save.

Question 2

Manage numerical series

Accepted Answer

Sengerio allows you to manage independent numerical series for quotations, bookings, invoices and credit notes.

For this example the guide uses an invoice. However, all the series works in the same way.

Click on the Calculator icon in the main menu and select Invoices.

To manage the numerical series of an invoice, you must insert the series during the creation of the invoice.

To begin creating a new invoice, click on the + button to create a new invoice.

Access the drop-down menu list of 'Serie, number' click the pencil icon at the bottom.

In the window, click the + to create a new series, or click on an existing row to modify it, keeping in mind that only a few fields can be modified after you have saved the series. To create more than one numerical series for the same period, you have to define a Prefix and/or Suffix, specific for that series.

By default, the filter on the Lock field is active so that the locked series are not shown.

Two years after the referenced period, the serie

Question 3

Transport company - Communicate vehicles to the Buyer

Accepted Answer

When you work with a Buyer (e.g. a Tour Operator, or any kind of connected customer) using Sengerio, the buyer can request that the supplier communicates the specific features of one or more vehicles, based on an agreement you have made.

To do that you have to register the vehicle inside Sengerio first, by adding it in the vehicles list.

After that, click on the exclamation point at the top left of the vehicles list to access the vehicles communcations list.

For every vehicle profile that the Buyer has requested, you see two numbers:

one number represents the number of vehicles that need to be communicated.
the other represents the number of vehicles that you have already communicated.

Keep in mind that it is okay if you propose more vehicles for a specific profile, but the minimum number of vehicles that you have to communicate is decided by the Buyer and is visible in the column 'To be communicated'.

Click on 'Add Vehicle' near anyone of the profiles and you can select which one of your vehicles you want to communicate for that profile. Keep in mind that in order to be able to communicate the vehicle, all its details must be filled in (from details tab inside

Question 4

Sengerio Driver – Login

Accepted Answer

Access the Sengerio Driver application at any time from your smartphone.

Go to www.sengerio.com and click Log in in the top right to reach the **login **screen.

First select the Language, in the top right.

Enter your **Email **and **Password **in the corresponding fields.

Finally, click Login.

Question 5

Insert a logo for the operator

Accepted Answer

Click on the gear icon in the main menu and then on the name of your company.

To insert the logo of your company, click on the **upload **icon inside the box in the top right, and save.

To cancel the logo, right click on it (or hold, on the tablet), select Delete and save.

The same applies for the image cover, which is in the lower right corner under Cover image. The logo is visible on documents. Whereas, the cover image is the picture of your company seen by other users in Sengerio.

Question 6

Create a vehicle

Accepted Answer

To create a vehicle, click on the Vehicle icon on the main menu and select Vehicles.

On the Vehicle page, click on the + button to create a new vehicle.

Here, you can enter the relevant information of the vehicle. This includes the vehicle status, code, typology, and plate. Note that the Typology field is obligatory.

If you do not specify a code Sengerio automatically generates one.

The Service Start and Service End fields specify the date and time of the vehicle's service. If these fields remain empty, Sengerio assumes that the vehicle is available and can be allocated at a later time to cover the required service

To complete the creation of a vehicle, click on the save button.

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