Services can be substituted allowing for a service in a booking to be substituted for another services. This can occur within a booking, or within an assignment. The same result is achieved if the service was deleted in a booking and another service inserted in its place.

Substitute Services

1. From the Home menu, select Home > Operations > Service Operations > Resource Assignment.

   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 Resource Assignment to open the Resource Assignment screen:

      

2. Expand the Resource Assignment Filters by clicking the - Select the required filters to narrow the results of the resources already assigned.
   If you want to keep the changes, click OK.

   

3. A list of existing Resource Assignments results will be returned and selection can be made by clicking on the Resource Assignment line.
4. On the Edit Assignment screen select the Services Tab, highlight the booking and click Substitute Services.

   

5. The Product Substitute service screen will open, select the service using the check box next to the required service, and select a new substitute product Location, Service, Supplier, and (Product) Code.

   NOTE: The product description and comment field (if used) will populate in the grey fields below the code field if the product exists.

   

6. Keeping with the Substitute Services screen, select a Service Status, and use the check boxes to select the required options if you want the substitute service to; Retain (the original) Sell Price, Retain (the original) Voucher Text, or Retain (the original) Pick up/Drop off details.

   

7. Check the completed screen.
8. Click Save to keep the changes.

   

9. Click Exit to discard any changes.

   

10. If Save was selected a Summary of Substitute Services will display with the Number of Successful Operations, click OK to clear the screen.

All Assignments Within

A date or range of dates can be entered to filter for a specific date or range of dates.

NOTE: Assignment Category - This field is enabled if organisations are using multiple categories to assign their services to more than one assignment.

Assignment Name

The name given to the assignment, results can locate specific assignments by name.

Assignment Status

Specific assignment status can be selected from a pre-defined list of status providing results for specific statuses.

Allocated Vehicles, Drivers and Guides

Drop down selection of available resources can be selected here, and any pre-selected resources will display, results can be filtered by Vehicle, Driver and or Guide.

Booking Name

Individual clients can be found by using the booking name filter.

Branch/Department

Bookings with specific booking branch or booking department can be found when filtering by Branch or Department.

Agent

Users can filter assignments by agents attached to bookings.

Start Date/End Date

Assingnment start/end date and time.

Name

The name given to the assignment.

Assignment Type

Single Task, Independent Service, or Hop on Hop off.

Assignment Status

Specific assignment status for the assignment.

Pax

Number of pax included in the assignment.

Bookings

Number of bookings included in the assignment.

Allocated Drivers, Vehicles and Guides

Resources assigned.