How do I create a trip and set up its statuses?

A trip is the group that holds the travellers, the invoices and the expenses in one file, and it is how you learn what you made from it.

Creating a trip

1. Open Travel → Trips — Figure 1 — and press the add button — Figure 2.
2. Enter the trip name and choose the type: Hajj, Umrah or tourism.
3. Set the departure date, the return date, the destination and the capacity (number of seats).
4. Use the notes for the itinerary, the route and the mode of transport.
5. Choose the status and press Save.

Trip statuses

From Trip Statuses — Figure 3 — you get the ready-made ones: scheduled, running, completed, cancelled. You can add your own with a name, a colour and a sort order.

Notes

• Capacity is not a decorative number; it warns you when the trip is full and stops you overselling.
• Do not delete a finished trip; mark it completed and it stays in the reports.
• Put the itinerary in the notes; it is what your staff will look at when a customer calls to ask.