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LILAC Document Help
Autoglass > Booking
Use the ribbon to open the following windows:
Booking Manager
1 - Booking Manager
Fitter Matrix:
2 - Confirmed Bookings
3 - Fitter Matrix
Force Majeure
- Force Majeure / Hail Event
Booking Manager
1 - Booking Manager
1- Booking Manager
Is used to Confirm a Booking Number to the 'Confirmed Bookings' window.
A Booking may be Edited, which returns the user to the Quotation for editing.
Refresh the window by moving from and to a day.
The Week End key allows movement to different weeks.
*Quotation -> Fitter App: Process*
QnB Tool:
Quote is established.
Quote remains in QnB Tool and AGHO as a Quotation, until booked.
QnB Tool:
Quote is then booked to a date, via Bookit button.
Quote remains in QnB Tool and AGHO as a Quotation + is copied to the Entity as a Quotation with a Booking Number.
*Quotes can be generated within an Entity (Documents > Autoglass > Quotation) and booked (given a Booking Number).
**From this point Bookings are available in Booking Manager, which is accessed from the document to which this Help Page refers to.
The Booking Number is then available in the 'Autoglass Booking Manager' window -> Confirm or Edit.
The Booking Number is then available in the 'Confirmed Bookings' window -> Selected and moved to Fitter Matrix.
The Booking Number is then available in the 'Fitter Matrix' window -> Release booking to Mobile Fitter App.
Autoglass > Booking
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Autoglass > Booking
Fitter Matrix from the Ribbon
2 - Confirmed Bookings
3 - Fitter Matrix
2 - Confirmed Bookings
The 'Confirmed Bookings' window is used with a mouse click (to select a booking), and then mouse click on the 'Fitter Matrix' window to allocate the booking to a Fitter. This action moves the booking from the 'Confirmed Bookings' window to the 'Fitter Matrix' window.
3 - Fitter Marix
The 'Fitter Matrix' window is used to manage and release bookings to Fitters, managing the visibility of Bookings on the mobile Fitter App.
The booking in grey above has been moved using mouse clicks from the 'Confirmed Bookings' window to the 'Fitter Matrix' window, and ticked. The status of this booking is now 'Despatched' to the mobile Fitter App.
Autoglass > Booking
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Autoglass > Booking
Force Majeure from the Ribbon
- Force Majeure / Hail Event
Force Majeure / Hail Event
Force Majeure / Hail Event is a catch all bucket from the QnB Tool, enabling all Quotations to reside in the green Force Majeure window below, from which the jobs maybe cherry picked by any entity. The reason for this is that in the circumstance of a hail event or other disaster, all jobs can be captured without the need to allocating the job to a specific entity, as in such a scenario, entities may share and crossover locations to complete the many jobs that are captured during a dynamic event such as hail, which will require dynamic allocation of jobs.
In the circumstance of a Hail Event, Setup > Control will enable the use of the Force Majeure / Hail Event button in the QnB Tool.
The Force Majeure / Hail Event button can be used to book job to the green Force Majeure window below.
Jobs in this window have a booking Number of PARK in AGHO only.
All entities see the same green Force Majeure window, and a able to select jobs to the entity the User is signed in to.
The jobs appear under all of the Monday through Sunday column headers, until selected, at which point a numeric Booking number is given (replacing PARK), and the Quotation is copied to the Entity.
The Job now sits in 1 - Booking Manager window, and normal procedures apply.
Is used to Confirm a Booking Number to the 'Confirmed Bookings' window.
A Booking may be Edited, which returns the user to the Quotation for editing.
Refresh the window by moving from and to a day.
The Weed End key allows movement to different weeks.
*Quotation -> Force Majeure / Hail Event -> Fitter App: Process*
QnB Tool:
Quote is established.
Quote remains in QnB Tool and AGHO as a Quotation, until Force Majeure / Hail Event button selected.
QnB Tool:
Quote is then booked to a date, via Force Majeure / Hail Event button.
Quote remains in QnB Tool and AGHO (only) as a Quotation.
The Quotation is then accessed via the green Force Majeure window above, where it can be confirmed + is copied to the Entity as a Quotation with a Booking Number.
**From this point Bookings are available in Booking Manager, which is accessed from the document to which this Help Page refers to.
The Booking Number is then available in the 'Autoglass Booking Manager' window -> Confirm or Edit.
The Booking Number is then available in the 'Confirmed Bookings' window -> Selected and moved to Fitter Matrix.
The Booking Number is then available in the 'Fitter Matrix' window -> Release booking to Mobile Fitter App.