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) through Sengerio, he can request you to communicate to him one or more vehicles with specific features, based on an agreement you have with him. 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 profile that the Buyer asked to you, you will see two numbers : one representing the number of vehicles that need to be communicated to him the other that represents the number of vehicles that you have already proposed to him. 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 will be able to select which one of your vehicles you want to communicate for that profile. Keep in mind that, to be able to communicate the vehicle, all its details must be filled (from details tab inside th

Question 1

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) through Sengerio, he can request you to communicate to him one or more vehicles with specific features, based on an agreement you have with him.

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 profile that the Buyer asked to you, you will see two numbers:

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

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 will be able to select which one of your vehicles you want to communicate for that profile. Keep in mind that, to be able to communicate the vehicle, all its details must be filled (from details tab inside th

Question 2

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 3

Sengerio Mobile – Login

Accepted Answer

Access the Sengerio Mobile 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 4

Create an advance invoice

Accepted Answer

Create the Advance Invoice to collect a deposit on the booking.

To issue the advance invoice for a single booking, open the booking you wish to invoice and click on the Advance invoice menu item.

To issue a new advance invoice for multiple booking, open the bookings list and select the lines you want to include in the advance invoice.

Then open the menu and click on Advance Invoice.

For each booking selected an invoice line will be generated with the unit price equal to the price set on the individual bookings. Change the line to invoice part of the amount.

If you need help consult the guide on how to create a customer invoice.

Complete missing data and save.

Keep in mind that you can only create one advance invoice for each booking.

Advance invoices are shown, like invoices, in the invoice list. You can also open an advance invoice from the Booking, in the tab Other, by clicking on the blue arrow in the field where the number is shown.

Remember that when you issue an invoice for a booking that already has an advance invoice, the system will a

Question 5

Read the Sengerio news

Accepted Answer

Every time you access the software, the first page that you see is News. This way, you can always see in a second if there is news.

To read the news at any time, click at the top right on the Home button.

Question 6

Create a human resource

Accepted Answer

From the human resource click, click on the + to create a new one.

Enter the **Name **and **Surname **of the human resource, together with whatever other information you deem necessary. 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.

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