A trip is the list of locations and machines that are planned to be visited and services on a given date.
View and manage your trips by clicking on
Number: trip number, generated by the system
Trip date: trip service date
Driver: name of the driver that executed the trip
Cash Collected: amount of money collected from all machines in the trip
Credit Card Sales: sum of sales with credit card recorded for all machines in the trip
# Locations: number of locations included in the trip
# Machines: number of machines included in the trip
Status: trip status
Description: some free text trip description
Trip goes through the following statuses:
Created: initial state. You have created the trip but haven’t entered result data yet.
Entered: the trip has been executed and you have entered the result data. This is a working state of the trip in which you can enter and modify trip results data. If you use the mobile application, the trip will move to state Entered after the driver uploads the trip.
Posted: when you have made all adjustments on trip results data, you can post the trip and its status becomes Posted. All product and price changes get applied to machine’s configuration. All sales data recorded in the trip becomes visible in the reports.
Trips Command Bar
Just above the Trips table you will see the Command Bar with all available commands you can perform: