user_manual - MMK Systems
Contents
1. a ejlejejejlejejejlejej ej ej ej ej e re Illustration 53 You can access it just by clicking on Work gt Exchange Rates It s synchronized with European Central Bank but you can change rates manually just by clicking on field You want to change All currencies are converted in euros All calculations in rest of the program are made according to Exchange rates 6 4 Refreshing and synchronization with CBM The BM offers You option for setting up periodical synchronization or to do it manually You can access synchronization menu by clcking on Preferences gt General options and when application preferences window opens click on synchronize options If you want to do it manually just click on Synchronize with CBM Booking sheet 15 Reservations s Addressbook Yachts Synchronize with CBM 36 unsynchronized properties Application preferences Reports visual Oatabase connection a H nk resery Double Reservation Id 06 0076 2 rg Double Reservation Id 06 0075 2 re Double Reservation Id 06 0069 2 rg Double Reservation Id 06 0067 2 rg Double Reservation Id 06 0005 2 Double Reservation Id 06 0058 2 rg Double Reservation Id 06 0087 2 rg Double Reservation Id 06 0081 2 rg Double Reservation Id 06 0079 2 Double Reservation Id 06 0080 2 rg Double Reservation Id 06 0077 2 rg Enable period2. financial performance Report Wizard List Agencies by their bookings performance In Period From 01 01 2008 s 01 01 2007 And sort results by Number of reservations 3 Cancel wf Create Report Illustration 30 Agency Performance report Print Preview Fi avigation Zoom Help BS lt gt 100 e Dem o Yachting d o o lica 92 1 10000 Zagreb Croatia Tet 385 13773 951 385 1 3770 189 E mail comtest mmksystms com web www mmicsys sem s com Agency Performance report For period from 1 01 2006 to 1 01 2007 Agency ID Agency Name ber Of Reservations Total Value 1 MMK Turizam Vugrinec Iva 28 65989 60 0 Demo version 0 50195 00 13 Top Adria Charter Slovsa Dr Darko 15580 75 16 Corleone don Vitto 7328 00 2 Yachting d o o Kolic Kreso as 4 Smith John 2340 00 12 Gnjidic Marko 2700 00 145344 60 22 Jun 2006 Page 1 of 1 Illustration 31 5 6 Yacht financial performance Report Wizard Yacht performance Period type From Sort by 2X Cancel ag Create Report Illustration 32 Yacht performance Print Preview File Navigation Zoom Help mc 139 100 Dem o Yachting d o o lica 92 1 10000 Zagreb Croatia Jel 385 13773951 fax 3851 3770 183 Emak Chmtest mmksystems com we ww qmm ikcsys Sem 5 oom Yacht fina
3. 06 0070 15 04 06 Barca Bavaria 37 Charter type Single 06 0063 11 03 06 Pipo Bavaria 40 Reservation type Internet 06 0058 28 01 06 Virgin Mary Bavaria 39 06 0057 06 05 06 Barca 1 Bavaria 37 Confirmation date 26 05 2006 cJ 06 0053 18 03 06 Santa Maria Sun Odys Cuest name Luka Suzberic amp ER fl 06 0052 04 03 06 Pipo Bavaria 40 06 0048 07 01 06 Santa Maria Sun Odys Contract num EJ Q 06 0047 14 01 06 Santa Maria Sun Odys Invoice guest 06 0046 18 02 06 Pipo Bavaria 40 06 0044 15 04 06 Virgin Mary Bavaria 39 Active Office Ured 1 06 0043 28 01 06 jack Sun Odyssey 52 2 06 0035 11 03 06 Skype Beneteau Ocean 06 0029 11 03 06 Noa Elan 434 Impressi 06 0028 25 01 06 Santa Maria Sun Odys 06 0026 14 01 06 Skype Beneteau Ocean 06 0020 25 01 06 Noa Elan 434 Impressi 06 0017 01 04 06 jack Sun Odyssey 52 2 06 0015 02 07 06 Moni Bavaria 38 06 0014 01 04 06 Skype Beneteau Ocean 2 Calculation Invoice detail CrewList Remarks Payments Filtered items 32 Total days 392 g Email Reserv amp Print Reserv amp Invoice Illustra tion 47 Base price 176000 amp Currency EUR rs Exchange rate amp Options invoiced Add Option rs Bed Sheat
4. Displacement Berths Cabins Heads WCs Engines Boon A Fuel capacity Water capacity amp Import Properties B Inventory B Print Apply X Forget 4 2 Seasons season settings By clicking on Setup gt Season season editor window will be opened In this editor You can create season groups and seasons You can edit beginning and end of each season and season group You got to create seasons and season groups in order to create prices in prices editor 8 x Season ps5easons season O06 season OF 01 04 06 15 07 06 16 07 06 31 08 06 31 12 2006 rm 01 09 06 Today s Date 16 6 2006 Mew Duplicate Delete Delete Illustration 14 4 3 Price settings By clicking on Setup gt Prices window will be opened Prices can be created for models or yachts If You want to create prices for yachts all You got to do is to click on type or individual ship and in the top of the right column select season group and enter a price Each price can be entered in different currency butthe system will automatically calculated price into Euro In Price editor you can also set percentage of the daily price pee Daily prices season 6 Model Yacht name season 07 Seasons Prices 31 03 06 290000 EUR 01 04 06 15 07 06 330000 EUR b 16 07 06 31 08 06 380000 EU
5. 00003 2006 00003 2006 00002 2006 0002 2005 00006 2006 Total invoiced Payment me Date Value Invoiced Debt 0 Raiffeisen ba 08 11 05 1100 00 1534 25 434 25 Raiffeisen ba 23 11 05 250 00 4842 60 4592 60 0 Raiffeisen ba 10 11 05 800 00 4842 60 4042 60 0 Raiffeisen ba 10 11 05 900 00 2519 20 1619 20 ia C Raiffeisen ba 13 04 06 900 00 1836 00 936 00 iza Raiffeisen ba 25 01 06 500 00 2664 75 2164 75 iza Raiffeisen ba 27 01 06 293 19 840 00 546 81 iza Raiffeisen ba 27 01 06 300 00 1640 00 1340 00 iza Raiffeisen ba 08 11 05 1900 00 3519 00 1619 00 iza Raiffeisen ba 27 01 06 339 88 2770 00 2430 12 Raiffeisen 26 01 06 1000 00 3213 00 2213 00 iza Raiffeisen 29 01 06 450 00 2160 00 1710 00 29 01 06 293 19 2160 00 1866 81 iza Raiffeisen ba 17 12 05 600 00 2295 00 1695 00 iza Raiffeisen ba 27 01 06 240 00 1640 00 1400 00 iza Raiffeisen ba 16 12 05 586 38 3519 00 2932 62 Raiffeisen ba 27 01 06 175 91 2770 00 2594 09 iza Raiffeisen ba 26 01 06 732 98 3213 00 2480 02 iza Raiffeisen ba 16 12 05 500 00 1785 00 1285 00 AMEX 27 01 06 250 00 840 00 590 00 iza Raiffeisen ba 26 01 06 732 98 3468 00 2735 02 Paid 12844 51 EUR be paid 9 B Print 4 7 Payment method editor By clicking on Setup gt Paymen
6. Booking Manager User Manual v 0 6 73 This is the 1 version of extended user manual so we apologize if we have left something out In order for this manual to become better we need Your feedback so please mail us at support mmksystems com Also we ll need You to leave comments and questions in support section of http www mmksystems com and also to make Suggestions for upcoming versions of this manual and new interactive section HOW to Thank to all and have a nice and productive use of our application Booking Manager team Table of Contents T IOCU E E E E 4 2 WASTE AO e E E S A 5 2 1 System TequlremenS esee ee 5 2 2 Downloading and installing u2 002402400240 Rennen nnn nennen ann nne nm 5 3 Preferences Company preferences 6 3 1 COMM AIA Elec 6 32 INGSCR MOM SCLUNG SE ee ee nee er T 3 3 General options application T 24 OPLOHS NR E E 8 S ONES 9 Jo v r 10 4 1 Yacht settings this is the basic of the 55 10 4 2 Seasons season settin s ee ee Cet uuo uen e p DIR al 11 ICE SONITIOS 12 4 4 ODUODATVDOS 12 eI m 13 4 6 ANY EE oo mmm 13 Al Paumenbmielod SC OM esent m eapite een 14 45 EGUNON eg OE ren 14
7. 3 m Short version Type All rs In base All T on date 0 06 2006 or week 3 Model All ana Status All a Model 04 02 06 11 02 06 18 02 06 25 02 06 04 05 06 11 03 06 18 03 06 25 03 06 01 04 06 09 04 01 Beneteau Oceani 5000 6000 5000 8000 8000 5000 5000 5000 6600 5600 Skype Beneteau Oceani 4900 4900 4900 Bavaria 38 2900 2900 3200 3200 9100 9100 Barca 1 Bavaria 37 2900 Barca Il Bavaria 37 2900 2900 2900 2900 Swenha Bavaria 32 2200 Virgin Mary Bavaria 39 Cruis 3200 3200 Santa Maria Sun Odyssey 52 Pipo Bavaria 40 Iraz Dufour 45 7900 7900 7900 9000 9000 Sun Odyssey 52 2 Elan 434 Impres 7600 7600 7600 7600 7600 Option expired 11 03 06 25 03 06 Yacht Barca Bavaria 37 Agent Guest null Base from Split Double click to view 9100 7900 7900 7900 9000 Legend offer WE owner week b canceled Service WE Option expired __ Option Reservation Illustration 46 Here all reservations options could be seen and or filtered in case that you didn t want to view all There are three different Booking sheet types Display you can choose between Year or month on date it speaks for it self and checker box for short or long version and four filte
8. 07 2006 Booking sheet Charter company Demo version has recieved your request and it is being processed For any further questions please contact Demo version at E mail cbmtest mmksystems com tel 385 1 3773951 Fax Yacht search Thank you for using our service z Reservation no 38998280000100225 Charter details Reservation manager Status Reservation amp Created 22 06 2006 Addressbook Option Expires 29 06 2006 Yacht Beneteau Oceanis 523 G Tri Luke1 Base Zadar Croatia Period 22 07 2006 29 07 2006 Guest Luka Suzberic Price 9000 00 Discounts and extras Last Minute 30 days 3 00 270 00 Cleaning per booking Im 80 00 Outboard engine per week 1 50 00 Diving equipment per week 1 100 00 Bed Sheats per booking and quantity 10 200 00 Skipper per day 1 700 00 Transfer more than 5 persons per booking and quantity 1 40 00 Price calculation Total price 8730 00 Security deposit 2700 00 Print this page Reservation list Yacht search L Done Illustration 62 Making reservation CBM Step3 7 3 Yacht Search This is another good thing for users that dont have LBM you can search for desired yacht in desired period and desired base etc Central Booking Manager Mozilla Firefox File Edit View Go Bookmarks Tools Help Qm F Cm T ntpuwwwb Oco C CBM login Achievo Getting Started GiLatest Headlines Yacht sea
9. can search and filter search as shown by top left arrow Addressbook File Edit View Report Filter F Properties Groups All Properties Misc Remarks Documents Access Rights Statistics Company name 9 CODE ia a a 3 Company name MMK Turizamdoo Name MMK Turizam d o o Code Company name Name 1 Vugrinec Iva Filtered items 18 3 New ff Delete B Print user list Illustration 37 Surname Fax 1 Fax 2 Web View Bookings EA E mail list lt View Trips fvugrinec 20 MMK Turizam d o Suzberic Luka Agency Agency name 13 Top Adria Charter Slovsa Dr Darko 2 Yachting d o o Kolic Kreso Address 92 1 3 Sikic Mirko Address 2 5 Smith Mia 19 City Zagreb 22 hg ergfth Zipcode fLoooo 11 Falk Sven State County Province 9 Smith John 10 Falk Peter Country Croatia 23 Turkalj Maja E mail fiva mmksystems com EA 8 Stevenssen John Tell 385137739531 21 deds efr 18 hgdsjhgfdsmnfhs Tel 2 12 IGnjidic Marko Mobile 1 4 Smith John 16 Corleone don Vitto Ea E mail Properties frisa Remarks Documents 0 Access Rights misc attributes VAT TAX code Tax office Charge tax Contract Illustration 38 You can edit misc attributes Here are pics of menus in ad
10. download and install the application The size of the application is around 12 Megabytes Once the application is downloaded you will have to enter the master password which was given to you when you purchased the software After you enter login data you will have to get security code from Security code is used to protect your application from unauthorized users Once you enter security code all your initial company data will be downloaded to your workstation you will be able to start working immediately The authorization is required each time you start up the application To make your Local Booking Manager completely usable you will have to enter the basic data in the system Some of the data will already be entered but there are also a lots of other options which need to be tuned to your preference The rest of this guide will show You how to do it so keep reading 1 depending on the speed of your Internet connection the initial installation will last from 10 minutes to 1 hour 3 Preferences Company preferences 3 1 Company settings Preferences Company settings Reservation settings General options Printing options User groups Illustration 1 Basic details about your company are entered here such as the address telephone numbers or company logo image When setting the logo image you Should be careful not to upload too large image around 250 kilobytes is more than enough Also the recommended hori
11. on New button new category is added in left column you can rename it by double clicking on it In right column You can add items by clicking on New enter name in text box add data type in field next to it and unit in the field next on right 9 Reports Reports About Booking lists Embarkment List m Hl Transfer List Ht Price Agency Financial performance Yacht Financial performance 1 Payment list D m Daily usage Illustration 21 By clicking on any of those buttons Reports wizard will be opened where you can select properties that will be used to generate specific report Red arrows indicate filters that could be used but if you select none complete everything since You started using BM report will be generated 5 1 Booking list Report wizard for booking list has fuor filters helping print desired period or a whole year Report Wizard Booking lists Periad type year r Choose year 20 06 2006 emj Select Base All Yacht Type Of Cancel wf Create Report Illustration 22 Booking list Print Preview avigation Zoom Help File N RR Aa 125 m Demo Yachting d o o llica 92 1 10000 Zagreb Croatia Tel 385 1 3773 951 fax 385 1 3770 189 E mail cbmtest m m ksystem s com web vwwwv m m ksystem s com Booking list for year PPP PEEP ED Jack Sun Odyssey 52 Moa Elan 434 Impres R Re
12. rights and groups inside of your address book You can do it two ways through LBM or CBM but it s recommended to do it through CBM because an e mail will be automatically sent after enabling new partner 7 2 Booking sheet Q http www booking manager com cbm servlet cbm tco Getting Started Latest Headlines 7 login Achievo D dropbike HomePage Y Yahoo Mail The Colors X Images JavaScript Flash Clear Cache Save Page Real UA gt 3rPrefBarHelp rWhat sNew Customize isabler z Cookiesr ormsr magesr Information Miscellaneousr zz Outliner esizer Toolsr iew Sourcer it ijOptions Disabl Cooki CSS GF inf i E Miscell 2 Tool View S Yacht I Any Cabins Any gt Available on May 5 i GE A Refresh Display to 1 Display short view Refresh Dai 5 05 h April gusi oa 11 18 25 01 o 15 221 29 08 13 20127 08 10 17 241018 15 22 29 05 12 19 2602 09 16 23 30 07 14 21 10 11 12 13 1 1 EE Bg EEN RETETE E OOOO illustration 59 The booking sheet is wery similar to one in LBM LBM booking sheet The booking sheet is wery similar to one in LBM LBM booking sheet Only diference is that there is no doubleclick Availability search is located above booking
13. s M ili eegt Emm 15 o MEC duod 15 SP EMOANN SHIT ee o ESTNE 16 SPEC dico 16 CN 17 5 5 Agency financial performaneG 18 5 6 Yacht financial 19 OG WAVING TI 19 DAN dU 20 0 EVON OIV WOK d c 21 6 1 Address book usage and 21 6 2 Availability search and BOOKING us atas dotes us teda di pq Iud esu 22 8 27 TANG uetus seen een en 0 22 BOOKING ee ee ee ee 6 2 3 Reservation editor The hart of The 9 3 EXCMA ERNEUT 26 6 4 Refreshing and synchronization with 21 7 CBM Central Booking Manaqor 28 FA ee 28 1 2 BOOKING SEO TEE OCTO 30 78 Yacht Search ae nee ee ee een 32 1 Introduction Booking is a real time on line reservation system intended for travel agencies and other similar businesses already engaged in many yacht charter companies and agencies all over the world and all are synchronized via the Internet The BM is a complete charter management and on line booking solution the most advanced system of this kind and currently is th only one that allows complete transp
14. sheet and contains filters with which you can findout if desired term is available By clicking on any field on the booking sheet simplified reservation editor will be oppened Central Booking Manager Mozilla Firefox Ele Edit View Go Bookmarks Tools Help Qc C M 65 x en http www booking manager com cbm ser Go Getting Started TLatest Headlines ll CBM login Achievo D dropbike Work Reservation Informations Charter details Booking sheet Yacht Tri Luke1 Beneteau Oceanis 523 G Check in 22 v 7 gt 2006 v Yacht search Duration 7 day s 7 Guest name Luka Suz beric Status R ti m Reservation manager x Remarks 54 Addressbook Obligatory extras Optional extras Skipper per day 100 00 EUR Bed Sheats per booking and quantity 20 00 EUR Transfer more than 5 persons per booking and quantity 40 00 EUR Blister per booking 100 00 EUR Diving equipment per week 100 00 EUR Milk 11 per booking and quantity 1 50 EUR Outboard engine per week 50 00 EUR my extra per booking 30 00 EUR per booking 0 00 EUR per booking 0 00 EUR Done Central Booking Manager Mozilla Firefox File Edit View Go Bookmarks Tools Help D amp gt ntpumww booking manager comcbm servetibm O Go Getting St
15. 2006 Slowsa Dr Darko 4erodrom Zadal anna z adar 20 06 2006 Vugrinec Iwa Aerodrom Zacdaihl adar Josko 20 06 2006 Turkalj Aerodrom Zadal 20 06 2006 Smith Mia Aerodrom arinazacar 22 un 20065 Illustration 27 5 4 Price list Report Wizard Price list For year 2 06 2005 J Select Base Price List Far Yachts Cancel wf Create Report Illustration 28 Price list Print Preview File Navigation Zoom Help Ge Kp ee Dem o Yachting d o o lica 92 1 10000 Zagreb Croatia Tet 385 13773 951 fax 385 1 3770 189 E mail tomm sem web www mm as em 5 PRICELIST for season 2006 0101 0104 1607 01 0 Yacht name Model n Year De 231 03 14 07 32 08 38 32 Sail boat Jack Sun Odyssey 52 2 Skype Beneteau Oceanis 423 434 Impression Sun Odyssey 52 2 VINT Bavaria 38 Bavaria 39 Cruiser Beneteau Oceanis 523 G Bavaria 32 Bavaria 37 Bavaria 37 Bavaria 40 2005 1200 9000 9900 11800 9500 2000 4900 5600 6100 5500 2006 1000 7600 8800 9900 8700 2004 4000 10000 12000 10500 1800 3000 4000 3400 2006 1000 4200 3500 2006 2700 8000 9000 8700 2006 1000 2800 2300 2000 2900 3800 3200 1400 2900 3800 3200 4500 3800 NON ON ON dU Lo dU ee Auuwnaneeoso Dufour 45 5 9700 all prices are in EUR week 22 Jun 2006 Pagelofl Illustration 29 5 5
16. R 01 09 06 31 12 06 3200 00 EUR Beneteau Oceanis 523 Dufour4S 4 10 140 Sun 522 s 12 1540 Sun Odyssey 52 2VIN 4 8 1539 E apply X Forget Illustration 15 4 4 Option types By clicking on Setup gt Option types window will be opened where you can create options extras with prices You can choose on option that is obligatory as final cleaning and it ll be automatically added at the calculation Options entered in the LBM will be visible to the agents that are using your on line system CBM Discount Type Editor Discount name 2 weeks discount Trigger type Service duration Duration from 14 to 20 days agencijska provizija Last Minute 30 days Valid from 01 01 1970 3 weeks discount Bavaria 32 special in march Valid until 07 04 2111 Available in base Valid for kind Valid for type Valid for yacht Year of build Default value Ba 3 New 9 Delete Illustration 16 4 5 Discount types By clicking on Setup gt Discount types window will be opened where you can create and edit types of discount Different type of discounts can be created 2 or 3 weeks discount last minute discount early booking Discounts will be added at the calculation according to the length or period of the booking 4 6 Payment analyzer By clicking on Setup gt Payment analyzer window opens whe
17. arent synchronization with the back office The BM consists of three components 1 Local Booking Manager back office applications 2 Web Booking Manager addition to your Web pages which enables end users to search for available yachts and send direct requests 3 Central Booking Manager on line booking system for your agents and central database In this user manual You ll be introduced to all of the features and abilities of The BM and learn how to configure change and take the best advantage of The BM in your business Everything You enter in Address book reservations yachts ect will be synchronized with CBM and stored in CENTRAL DATABASE which has automati backup and there is no need to worry about any data loss after synchronization with CBM 2 Instalation 2 1 System requirements minimum processor required 1 4 Ghz minimum 256 MB RAM recommended 512 MB RAM minimum OS requirements Windows 2000 Mac OS X v 10 3 or Linux 2 4 recommended screen resolution 1024x768 if less some windows or lists may display incorrect recommended Internet connection is dsl cable or isdn 2 2 Downloading and installing First you got to make sure that you install Java J2RE 1 4 2 after that all you have to do is to visit the address http www booking manager com cbm LBMy distribution where you will find the latest version of Local Booking Manager available for download By following the instructions on the screen you will
18. arted GYLatest Headlines 7 CBM login Achievo Y dropbike HomePage gt gt booking2 wekome Confirm Reservation Booking sheet Charter details Status Reservation search Yacht Beneteau Oceanis 523 G Tri Luke1 Base Zadar Croatia x Period 22 July 2006 29 July 2006 Reservation manager Guest Luka Suzberic agus cuu c O F Price 9000 00 Addressbook Discounts and extras Last Minute 30 days 3 00 270 00 Cleaning 1 80 00 Outboard engine 1 50 00 Diving equipment 1 100 00 Bed Sheats 10 200 00 Skipper 1 700 00 Transfer more than 5 persons 1 40 00 Price calculation Price w o taxes 8730 00 Total price 8730 00 Security deposit 2700 00 Illustration 61 Making reservation in CBM Step2 Central Booking Manager Mozilla Firefox Eile Edit View Go Bookmarks Tools Help amp A http www booking manager com cbm servlet cbm Q Go GL Getting Started ALatest Headlines Jle CBM login Achievo D dropbike HomePage r Booking request confirmation 38998280000100225 j You have just succesfully placed an Reservation on yacht Tri Luke1 Beneteau Oceanis 523 G in period from 22
19. dress book Edit view Report Delete Edit view Ri Pring user Apply Changes Print user list Forget Changes Exit Illustration 40 Illustration 42 encies Illustration 39 You can give access 3 0000002 rights to each user in address book Just like in User groups DUE Report Report Enabled Users Print payments Disabled Users Illustration 43 Illustration 41 6 2 Availability search and booking This is the most important thing in handling business with The BM and could be done in three ways 1 Main window main UI 2 Booking sheet by clicking on empty field 3 Reservation editor 6 2 1 Main window main UD Just beneath Preferences menu click on Available Yachts button where You ll find filters There are three of them Booking Manager 0 6 72 Ga Booking sheet 15 Sun Odyssey 52 2 Jack Biograd Available Sun Odyssey 52 2 VIN Santa Maria Genoa Available Dufour 45 Iraz Bodrum Available Elan 434 Impression Noa Biograd Available Bavaria 38 Moni Split Available Bavaria 39 Cruiser Virgin Mary Lefkas 7 6 1 Available 3700 00 Bavaria 37 Barca 1 Split 5 Available 3300 00 Bavaria 37 Barca Split 5 Availab
20. ic synchronization 5 EA min Work offline Company settings Syncronization period Reservation settings General options Printing options User groups Solve problem Apply X Forget Illustration 54 7 CBM Central Booking Manager Central Booking Manager CBM is an on line booking application that allows your agents to look into your availability and place an option or reservation directly on the Internet CBM is synchronized with Local Booking Manager LBM thus keeping your availability information up to date at all times without the need to enter any data twice When your agent sends a request or places an option through the CBM he will instantly get an offer in PDF by e mail with the correct calculation and you will also get a note by e mail about the action of an agent 7 1 CBM Login By visiting CBM login page http www booking manager com cbm servlet cbm serviceId stands for your company ID eg 225 is company ID for Demo booking company you re asked for user name and password You can enter the same one as for LBM Or if you are a partner company you can use your own username and password Login Mozilla Firefox File Edit View Go Bookmarks Tools Help C Ej en http www booking manager Go Demo version Central Booking Manager Username Password Login request new account forgot your password mmk I T tour
21. ke for two week booking and or agency commission You can choose if You want to invoice options or options will be paid in base You can move up and down items in calculation list and in total you can choose if tax is included or not You can change calculations manually just by clicking on field you want to change In Invoice detail You can choose payment method and terms of payment edit Banking details and add Notes that will be visible in the invoice Reservation Calculation Invoice detail f Crew List Remarks Payments Code Member name Place of birth Citizenship Status X New Kolic Kreso Zagreb Croatia Crew Member Suzberic Luka Zadar Croatia CrewMember Add Mia London United Kingdom Crew Member Corleone don Vitto New York Italy Crew Member gt Add Stevenssen John Stocholm Sweden Skipper skipper Vugrinec wa Zagreb Croatia Crew Member Turkalj Maja Zagreb Croatia Crew Member Edit Slovsa Dr Darko Stuttgart Germany Crew Member M Remove Q View user B Crew B Transfers dh MUPiTZ E Email Reserv B Print Reserv B Invoice Illustration 50 Crew member Marko 2 6 x General Remarks 14 04 06 10 New transfer Delete Transfer amp Print Apply 3 Save and New Ok X Cancel Illustration 51 Asigning transfer for guest In Crew list category You can create crew list by adding existing o
22. le 3300 00 9 Synchronize with CBM 36 unsynchronized properties Illustration 44 1 Status You can choose one Available Available Optional Available Optional Expired or All 2 On date You can choose particular date 3 for You can choose for how many days the yacht s available since the date that you chosen in On date filter You can choose a boat and view its properties or just book it If You want to create new reservation just click on a boat and reservation editor will be opened In the main window you can see active options by clicking on Active options button and see if there is any problem remarked on any of the boats You can see if there are any oppened option and you can see if there are any problems in the booking If any errors are displayed you can just click on Solve Problem button and reservation editor will be oppened on exact reservation that has problem Available Yachts Active Options Problems Foryear 2006 ao Problem Source Double Booking an Swenha 2 reservations affected Swenha 065 0075 05 0069 05 0067 065 0005 065 0055 06 0057 06 00081 56 0079 Illustration 45 6 2 2 Booking sheet You can access Booking sheet by clicking on Booking sheet button in the main window or clicking on Work gt Booking sheet Booking sheet is another very important part of The BM Booking sheet Booking sheet type Display year
23. lustration 4 Offices gt New gt upload 3 2 Reservation settings By clicking on Preferences gt Reservation settings The BM will open Reservation settings window where You can enter defaults for date settings Invoice settings CBM settings for One way option and Payment methods Settings entered here will affect some options in Reservation editor In defaults You can enter Defaults for year and date format lease contract no format and predefined template for lease or hide yacht name for lease Reservation settings x Reservation settings Invoice CBM One way Payment methods Defaults CBM One way Payment methods Default year 2006 Invoice number format X yyyy rs Date format dd MM yy ka Tax rate Lease contract number format Tax Included In base price Predefined template for lease contract FI Display invoice items without tax on do Hide yacht name on documents v Taxable amount Don t invoice options payable in base Create Invoice from Payments Display Invoice for advance payment Enable master invoice Master invoice in the name of the owner Default client agent discounts Default guest discounts Maximum total discount 9a o E poo E o n E Discounts have subtotals Apply Forget Apply Forget Illustration 5 defaults for Illustration 6 Invoice settings reservation settings In the Invoice tab of res sett Yo
24. missidcervice Locations A fdsagfg Reservation Office staff Resource Search mee Group editar glanlellss Status type editor WRITE Resource editor MANAGE ADMINISTER PRINT CWA ER Apply Farget Mew DI Delete Rename Illustration 11 Editing permissions 4 Setup G Prices G Option Types G Discount types G Payment Analyser G Payment Method Editor i Equipment Editor Illustration 12 4 1 Yacht settings this is the basic of the business By clicking on Yachts button in main BM window or Work gt Yacht types and later in work gt Yachts you got to create boats that you are going to put in your offers There are 6 tabs properties1 properties2 images documents remarks and inventory with those buttons you can edit yacht s properties and upload pictures just like you did before with company details user details Filter Kind Filter by Bavaria 40 Azimut 46 new yacht model Nautitech 60 Bavaria 39 Cruiser Beneteau Oceanis 423 Sun Odyssey 52 2 VINTAGE Elan 434 Impression Bavaria 38 3 New M Delete Illustration 13 Yacht Models Properties 2 Images Documents 1 Remarks Inventory 19 Model sun Odyssey 52 2 Sun Odyssey 52 2 5 G Sail boat rs Comment Generic Model Length Overall Length at waterline Beam Draft
25. n price 2 160 00 EUR Invoice no 00006 2006 Invoice date 29 01 2006 Agency MMK Turizam d o o Date Client Paya ent method Am ount 29 01 2006 Vugrinec Iva AM EX 200 00 GBP 29 01 2006 Vugrinec Iva Raiffeisen bank 450 00 EUR Reservation no 52 Reservation price 840 00 EUR Invoice no Invoice date 27 01 2006 Agency MMK Turizam d o o Date Client Paym ent ethod Am ount 27 01 2006 Vugrinec Iva AM EX 250 00 EUR 27 01 2006 Vugrinec Iva Raiffeisen bank 200 00 GBP Reservation no 46 Reservation price 1 640 00 EUR Invoice no 00005 2006 Invoice date 27 01 2006 Agency MMK Turizam d o o Date Client Paym ent method Am ount 27 01 2006 Vugrinec Iva Raiffeisen bank 240 00 EUR 27 01 2006 Vugrinec Iva Raiffeisen bank 300 00 EUR 22 Jun 2006 Illustration 35 5 8 Daily usage Report Wizard Usage list Date 2270672006 E wf Create Report Name Value B Print Report 1 Illustration 36 6 Every day work Addressbook D G Booking Sheet 4 Yachts Yacht Models Reservations X Exchange Rates Refresh Data B Synchronize with CBM Work Online Exit In this chapter You ll be shown how make best of The BM usage 6 1 Address book usage and options By clicking on Work gt Address book window opens as shown above You can add new contacts or edit existing ones By clicking New you can create new contact or client and add it s properties in right as shown by red arrows You
26. ncial performance for period from 31 12 2006 to 22 06 2006 Yacht name and model Days Base price Discounts Options Total price Virgin Mary Bavaria 39 Cruise 0 00 0 00 0 00 0 00 Tri Lukel Beneteau Oceanis 523 G 0 0 00 0 00 0 00 0 00 Swenha Bavaria 32 193 4 350 00 907 50 0 00 3 442 50 Skype Beneteau Oceanis 423 386 7 100 00 1 223 00 0 00 5 877 00 Santa Maria Sun Odyssey 52 2 VINTAGB 0 0 00 0 00 0 00 p 0 00 Pipo Bavaria 40 0 0 00 0 00 0 00 0 00 Noa Elan 434 Im pression 193 4 600 00 1 081 00 0 00 3 519 00 M oni Bavaria 38 386 5 600 00 1 316 00 0 00 4 284 00 Jack Sun Odyssey 52 2 386 6 700 00 833 75 190 74 6 056 99 Iraz Dufour 45 0 0 00 0 00 0 00 y 0 00 Barca 11 Bavaria 37 0 0 00 0 00 0 00 0 00 Barca 1 Bavaria 37 0 0 00 0 00 0 00 0 00 28 250 00 5 361 25 190 74 23 179 49 22 Jun 2006 Illustration 33 5 7 Payment list Report Wizard Payment list Client Agency any Period type X Cancel Illustration 34 Payment list Print Preview File Navigation Zoom Help Dem o Yachting d o o lica 92 1 10000 Zagreb Croatia Tet 385 13773951 fax 385 1 3770 189 Email cComtest rnmksystms com web www mmicsys sem 5 oom Payment list Reservation no 79 Reservation price 1 836 00 EUR Invoice no 00007 2006 Invoice date 13 04 2006 Agency Top Adria Charter Date Client Paym ent method Am ount 13 04 2006 Slovsa Dr Darko Raiffeisen bank 900 00 EUR Reservation no 63 Reservatio
27. ned where you can edit Document footnote financial footnote and printing order Settings made here will affect the way that BM generates printable charter offers Printing preferencs Documents footnote Financial footnote Printing order Choose components Technical Characteristics Printing arder Beam Draugth Displacement Berths Cabins Heads Wis Enginers Water capacity Fuel capacity Renda wf Apply X Forget Illustration 9 3 5 User groups By clicking on Preferences gt User groups window will be opened where you can create user groups and their members You can also change their permissions and rights You can create new groups by clicking New and input group name in input box Inside of a new group you can add another group s or user s by clicking on a button and creating them by clicking New button in User Groups P Groups f Members Permissions Mame taff gents no option Agencies dministrators dsagfg Office staff Wa i a Staff Kresa Ln lghklg ova gropa test Wests Recreate default groups th J X New MM Delete Rename Illustration 10 Adding users and user groups the User select window and after creating one with all of its properties just click Choose to return to User groups window User Groups Members f Permissions Module Documents i Portal Agencies Per
28. nes from address book or create new guest which is automaticly stored in address book database By editing each crew member you can add transfer details You can inform MUP automaticly about guests this is only for Croatian charter companies In Remarks category you can add remarks which will be visible in CBM and internal remarks which are visible only to You In Payments category you can add new payments or edit existing ones You can enter payments in different currency but all wil automaticly be calculated into And finally you can e mail in PDF format print or create invoice of reservations Reservation Calculation Invoice detail Crew List Remarks Payments Payment id Payment method Date Value Currency Exchangera Total EUR Remarks Raiffeise Me 900 00 1 1 00 900 00 Total price 1836 00 EUR Paid 900 00 EUR To be paid 936 0 EUR B3 New Delete amp Print All Payments Email Reserv amp Print Reserv amp Invoice Apply x Forget Illustration 52 6 3 Exchange rates Currency Editor Options Currency converter Currency 1 AUD rs Currency 2 Quantity Exchange rate Last modified 1 71 22 06 06 1 96 22 06 06 1 40 22 06 06 1 56 22 06 06 10 06 22 06 06 0 57 22 06 06 28 52122 06 06 7 46 22 06 06 15 65 22 06 06 1 00 22 06 06 0 69 22 06 06 9 77 22 06 06 7 27 22 06 06 279 03 22 06 06 11773 61 22 06 06 ma emia ne
29. ns Ga Booking sheet 15 Reservations Addressbook Available buttons Selected buttons Company Settings Prices editor Jack Season editor Sun Odyssey 52 2 VIN Santa Maria Preferences Dufour 45 Iraz Elan 434 Impression Noa Beneteau Oceanis 523 Lukel User groups G Bavaria 39 Cruiser Virgin Mary Bavaria 37 1 Yachts 2 Bavaria 40 Pipo Other Swenha Choose language 9 Synchronize with CBM Choose skin aquathemepack zip T Minimum font size 9 Mail client Outlook 2002 2003 Default template encoding cp1250 Apply X Forget 5 unsynchronized properties G Illustration 7 Changing icon shortcuts in main window Next to Visual tab in application preferences there are Database connection and Synchronize options tabs as shown above By clicking on Database connection you can wiev information which database is used by The LBM and by clicking on the Synchronize options you can choose and edit automatic synchronization period and chose if you want to work offline Application preferences Visual Database connection 54 Enable periodic synchronization syncronization period 5 min Work offline lappy X Forget Illustration 8 3 4 Printing options By clicking on Preferences gt Printing options window will be ope
30. rch Booking sheet Base What Yacht Model any Where Yacht search or find model by characteristics below X boat type any gt Overalltength any gt m heacs we any gt price per week ay EUR When from 22 gt June 2006 7 cays Reservation manager Berths Cabins Addressbook Duration weeks Flexibility 0 v Illustration 63
31. re You can search and look in to Your financial data Search works with different filters as Payment or Reservation filter Youcan even filter trough date id client name guest name period of time or even value After selecting filters just click search and results will be shown in the left column If someone didn t pay you agencijska provizija Discount Type Editor Discount name Early booking Trigger type Banking Costs Last minute 14 days Start Date Last minute Bavaria 40 special in april 2 weeks discount End Date Last Minute 30 days Valid from 3 weeks discount Bavaria 32 special in march Valid until 3 New 9 Delete Available in base Valid for kind Valid for type Valid for yacht Year of build Default value Illustration 1 7 can search for reservation Payments filter Period Reservation filter Period Guest name A Contract num 20 06 2006 20 06 2006 value A Payment id F Client name Payment methods All T 20 06 2006 20 06 2006 n Fm Show canceled and expired reservations Search Illustration 18 Payment Analyser Details Group by Payment status Reservation Service period rs 1704 2006 29 04 2006 01 01 1970 26 06 2111 LS Any Bavaria 40 Client 00001 2005 00001 2006 00007 2006
32. rmation thath data has been sent Request account Mozilla Frerox File Edit View Bookmarks Tools Help Q 7 M Q http www booking manager com cbm servlet cbm view request_account amp serviceld 225 v Getting Started EjLatestHeadlines 7 D dropbike HomePage Yahoo Mail The X Colors X Images JavaScript Flash Clear Cache Save Page Real UA gt 3rPrefBarHelp What s New Customize Request account MMK Booking manager fx a Demo version CBM Registration form Company info Company name Demo2 Bookingagencie Company tax number VAT Code Address line 1 Address line 2 optional City ZIP code Country Contact info First name Last rame Telephone number Fax number Login info E mail Password min 6 chars Repeat password Submit Illustration 56 filling new account form Q x i Q http www booking manager com cbm servlet cbm tco Getting Started DLatest Headlines fl CBM login Achievo D dropbike 0 HomePage Yahoo Mail The X Images X JavaScript Flash Clear Cache Save Real UA M xrPrefBarHelp What s New Customize Main data Groups Preferences D Illustration 58 Address book for new user After potential new partner sends a request form you can easily edit his access
33. rs Type of the boat model in base from which base and by status In the colored fields there is information about options according to legend at the bottom of window By waiting with the pointer over the field a short info will appear and by double clicking reservation editor opens 6 2 3 Reservation editor In Reservation editor window in left column all reservations are displayed and there are filters to restrict displaying all reservations In right column there are reservation details and six category buttons are displayed In the top of the right column there are Res Number You can change Agency Client You can add or change Yacht editable Reservation date Check in Check out Status and if it was an option option expires date Je Reservation Editor File Edit Reports Filter eReservation details Year 2006 Res number bk Check in fisyoe 2006 Status Reservations and Agency Client Demo version Q T Check out 29 06 2006 Filter by Date Yacht Tri Lukel 9 Status Reservation Filter Res date 26 05 2006 2 06 2006 8 Vachtname 15 06 06 Tri Lukel Beneteau Oc 15 04 06 Tri Lukel Beneteau Oc Model Name Beneteau Oceanis 523 G 06 0079 12 04 06 Swenha Bavaria 32 Zadar 06 0077 10 06 06 Skype Beneteau Ocean From b SE 06 0075 28 01 06 Skype Beneteau Ocean To base Zadar 06 0075 08 07 06 Swenha Bavaria 32
34. s Illustration 55 Login or request new account link To allow your partners to access your CBM it is recomended that you put a link with banner like the one below onto your website booking manager cam If anyone who isn t your partner but wants to become one can easly click on link request new account below the login box and fill a form which will be maild to you and automaticly added into your addressbook where you can allow or deny access and asign rights Request account Mozilla FIrerox File Edit View Go Bookmarks Tools Help Q M Q http www booking manager com cbm servlet cbm view request account amp is post back l amp serviceld Getting Started Latest Headlines 7 login Achievo D dropbike Yahoo Mail The Colors X Images JavaScript Flash Clear Cache Save Page Real UA gt XrPrefBar Help What s New Customize Request account 1 Booking manager fix Demo version CBM Dear mr mrs John Smith thank you for your registration You will be noticed by E mail at jsmith smith com as soon as we activate your account If you have any additional questions please feel free to contact us by E mail cbmtest mmksystems com phone 385 1 3773951 You will recieve copy of this notice on your E mail jsmith smith com After the activation you will be able to login in the system 1 Done a Illustration 57 Confi
35. s 3 20 00 3 Add Value a Price Subtotal Transfer more than 5 persons 17600 00 17600 00 17600 00 Up Diving equipment 17600 00 Outboard engine 17600 00 17600 00 17600 00 Delete Charter price before tax 7600 00 Tax a oo oo Total Price 7600 00 17600 00 EUR 23 Email Reserv B Print Reserv B Invoice Illustration 48 Reservation Calculation Invoice detail CrewList Remarks Payments Payment method Raiffeisen bank n Terms of payment 50 after booking 50 4 weeks before commencement of the charter Banking details Raiffeisen bank d d 242743848 IBAN HR61 2637 7778 2299 0 First Payment 50 3 98 7 days after the confirmation Second Payment 50 30 days before the charter Invoice date 13704 2006 Invoice id 0000772006 Bp Reload details Email Reserv B Print Reserv B Invoice Illustration 49 In Reservation category You can edit reservation details such as From which base client wants to departure and where he they will end their journey Charter type single or flotilla reservation type classic or flotilla if reservation was an option you can edit confirmation date Guest s name s contact number you can choose if you want to invoice guest s and You can choose Active Office In Calculation category You can add extra discount or options here some discounts are calculated automaticly li
36. servation O Option 31 May 2006 Page 1 of 1 Illustration 23 5 2 Embarkment list Report Wizard Embarkm ent lists On date Report type Select Base All Show anl embarking disembarking yachts A Show internal remarks X cancel wW Create Report Illustration 25 Embarkment list Print Preview File Navigation Zoom Help BEDS Dem o Yachting 92 1 10000 Zagreb Croatia Tet 385 13773951 fax 385 1 3770 189 mas chmtest mmksystms com web www mmicsys sem 5 com Embarkment List on day 20 June 2006 R Reservation 20 Jun 2006 Illustration 24 5 3 Transfer list Report wizard for transfer list is used for printing transfer lists foe desired day Transfer list Print Preview File Navigation Zoom Help Demo Yachting d o o 9271 10000 zagreb Croatia Tet 285 13773951 fae 385 1 3770 193 E mad ses em ITI wee UIDERI ESTIS Transfer list for reservation Reservation date 15 06 2006 Base Zadar Yacht Tri Lukel Date Guest Pickup Point Point Driver Com ent 20 06 2006 Suz beric Luka aeacrom zadar Jasko 20 06 2006 Kolic Kreso Aerodrom arina Z adar Josko 20 06 2006 Coneone don Vit aerodrom marina Zadar josko 20 06 2006 StevenssentJohn Aeradrom Zadar 20 06
37. t method editor window opens where You can create and edit payment methods If you want to create new payment method just click new and enter name of method bank apex diners and enter terms of method in right column You can edit first and second payment amount in 96 you can enter bank details for each available language and add notes Payment method Editor Name Raiffeisenbank Code sign First Payment 50 rs F days after the confirmation Second Payment 50 Bo days before the charter Monte negro eng German Italian Croatian Swedish Payment Terms 50 after booking 50 4 weeks before commencement of the charter Bank details Raiffeisen bank d d 242743848 IBAN HR61 2637 7779 2299 0 X New Delete Apply X Forget Illustration 19 4 8 Equipment editor Equipment Editor Categories r Equipments gall r Datatype Dinghy Canoes Logical true false Electrical Fishing tackle Logical true false H Entertainment i Galley Snorkel Equipment Logical true false Instruments Water skiboat P4 Interior Windsurfers Logical true false Main Reefing System Ped my category Pede myequipment Show default categories 3 New Delete New Delete Illustration 20 By clicking on Setup gt Equipment editor window opens where You can create categories or use some of default categories By clicking
38. u can enter invoice number format tax rate if tax is included in base price or not displaying invoice items without tax percentage of taxable amount if options are payable in base for createing invoice from payments if You want to be displayed invoice for advanced paymet on invice enable master invoice master invoice in the name of the owner default client agency discount default guest disc maximum total disc and if discounts are to have sub totals or not In the CBM tab You ll be able to chose to enable automatic deletion of expired options on the web to disable PDF in e mail and hide yacht names on the web In the One way tab you ll be able to activate one way option and to specify the return periood In the Payment methods tab you can chose betvene available and selected payment methods that You ve previously entered in the Payment method editor 3 3 General options application preferences By clicking on Preferences gt General options The BM will open Application preferences window where You can edit application visual preferences and synchronization options As shown in picture below changes made here will affect visual apperance of The BM user interface j fic inasar d Database connection Synchronize options Startup screen C Reports Application preferences Company settings IM 9 ve Options Proble Reservation settings General options Printing optio
39. zontal vertical logo proportions are 3x1 Allowed image formats are jpg and gif Information entered on this screen is needed to display company information on official reports such as offers invoices and reports You can follow examples from below Company settings Hes Company Lago Offices Mame Address Address 2 City State t nunty Province Country Zipcode Tell Tel 2 Fax 1 GSM 2 E mail WAT cade Web Site Director Demo Yachting 4871 C Croatia T Loona 385 13773951 385 13770189 chmtest mmksystems com gs nnnc mmksystem E Base Mame Biograd Bodrum Castiglioncello Genoa Apply Illustration 2 Preferences gt Company settings Company details are entered into these fields X cornoany satting O Company settings Company Properties f Company Logo Offices Company Properties Company Logo f Offices Only JPG ang GIF formats allowed Please do not try to upload images larger than 100 kB Name MMK tours Look In Skini m fe G Ie 000_2 0 2_LinuxIntel_install_wdRE zafiro3 royal a OOo 2 0 2 LinuxIntel install wJRE tar gz sessaogrundriss gif sessaqy36plan gif an vnc 4 1 2 x86 win32 exe zafiro30 gif File Name zafiro30 gif Files of Type All Files Open Cancel 3 New if Delete Apply X Forget Illustration 3 Company logo Il
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