Q: Manage numerical series

Sengerio allows you to manage independent numerical series for quotations, bookings, invoices and credit notes. This article will use, as an example, an invoice, but all the series works in the same way. To manage the numerical series of an invoice, open an invoice in creation, access the list of Series from the same field on the right and click the pencil icon. In the window, click the + to create a new serie, 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 serie. To create more than one numerical serie 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 series are automatically blocked, or you can lock them automatically anytime. When you use a Serie , Sengerio suggests you the first number to use (the one specified in the field Next No. ). The next time you use the same serie, the next number in the sequence will be suggested, and so on. During the creation of the invoice you can also modify the number manually, if necessary.

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

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.

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

Manage numerical series

Accepted Answer

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

This article will use, as an example, an invoice, but all the series works in the same way.

To manage the numerical series of an invoice, open an invoice in creation, access the list of Series from the same field on the right and click the pencil icon.

In the window, click the + to create a new serie, 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 serie. To create more than one numerical serie 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 series are automatically blocked, or you can lock them automatically anytime.

When you use a Serie, Sengerio suggests you the first number to use (the one specified in the field Next No.). The next time you use the same serie, the next number in the sequence will be suggested, and so on.

During the creation of the invoice you can also modify the number manually, if necessary.

Question 4

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 5

Manage the prices in the booking

Accepted Answer

Manage the **Prices **on the prices tab inside the booking form.

Here you will find all the fields related to the calculation of the total price. Change any field to **recalculate **the prices automatically, including the **discount **and **tax **fields.

As for the total price, in addiction to changing it manually, you can apply one calculated with the rate table. Click on Show rate table to see the calculation rules and the details of the amounts. Click **Apply **to set the prices defined by the rate table and overwrite any changes.

Choose whether to calculate the price per Vehicle, Seat or **Day **from the corresponding options. This choice influences the calculation of the **Quantity **field and therefore, the other results. The quantity is:

equal to the number of vehicles, with the **Vehicle **option equal to the number of passengers with the **Seat **option equal to the number of days, with the **Day **option (indicates in fact, the price, or cost, per day for each vehicle)

If you have additional expenses to add to the booking, click on the **pencil **icon inside the **Expenses **field.

In t

Question 6

Organize invoice rows

Accepted Answer

To change invoice rows, access your information and select the tab Invoice rows.

To add a row manually, click on the +. To remove it, click on the trash. Every time that an amount or tax code is set, all of the other amounts are recalculated based on that, including discount rates and tax.

Click on the blue arrow beside the name of the tab to access Group details.

If you use the application to automatically invoice multiple bookings in a grouped way, within the Group Details a row is generated for each booking and for each actual expense, while the invoice rows are created from those in the details, grouping them by tax code. Any subsequent changes to the rows of the Group Details is reflected in the invoice rows.

Obviously it is also possible to manage the Group Details manually, not only when they are automatically generated by the application.

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