IBIS offers many options for your operational manifests. For clients running version 11 and above we offer manifests via IBIS Online which are fully customisable so you can get the exact view you are after and make sure you see only the information, you or your drivers need to see.
TABLE OF CONTENTS
Online manifest
To access the manifests online you must first log into IBIS Online either via the link in your IBIS Client or by logging onto IBIS Online in your web browser. Once logged in, go to Reports, then Operations, then Manifest. Upon opening the Manifest screen you will first be presented with an empty screen. It's at this point that you must choose your departure. Your departures are your Services, and they will be listed in time order in the Departures drop-down menu. Note that if you have any services with zero bookings, these services will not show in your menu.
Once you have selected your Departure, all your bookings will appear in the default view grouped and ordered by Pickup as below:
You will find there are two views saved in the system, group by pickup and group by pickup time. You can also create your own views and add in/remove columns as you see necessary. Any Operational Notes for bookings will appear underneath the booking line in the manifest as above. Once you have the manifest view you like you can save as a view for future use, and export it to PDF or Excel to then email it to your drivers. There are plenty of columns available to customise your manifest, however, it is advisable to just have the minimum required for your drivers to prevent the manifest from becoming confusing.
The following columns (accompanied by a brief explanation) are available in the online manifest report:
- Account - The name of the account/booking agent
- Account code - The account code of the account/booking agent
- Balance - Any outstanding amount on the booking that your driver may need to collect from the clients
- Book# - The booking number as it appears in your system
- Booking name - The booking name as it appears in your system
- Country - Country of origin (allows drivers/guides to greet clients in their language)
- Date - The date of the tour/pickup
- Grouping - If your pickups have groupings (for example if you grouped multiple accommodation pickups into one grouping/stop) they will appear here
- Option summary - A summary of the booking options/prices (i.e. 2 x Adult@$200, 1 x Child@$85)
- Pax - Amount of pax total in the booking
- Phone - If stored, this will be the customer phone number as stored in the 6. Address tab within the booking
- Pickup - Pickup time and location in one field
- Pickup - Pickup location
- Pickup time - Pickup time
- Product - The name of your product as shown in the Product List in your system
- Product code - The short product code as shown against the product in the Product List in your system
- Product group1 - If you have a product grouping allocated against Group 1 in your Product List, it will appear here
- Product time - Departure time of the product
- Sale type - Agent all, Deposit, Direct or Referral. Lets your driver know if an outstanding balance on a Direct booking he needs to collect cash
- Service - the name of the service as set in your Services screen
- Service code - the short service code as shown against the service in the Services screen in your system
- Service summary - a summary of the options on the booking
- Status - The status of the booking (will only show Active or Checked In)
- Voucher - If an agent booking, the voucher number provided by the agent to be collected by the driver
Manifest for departure
The manifest for departure report will give you all the pickups or dropoffs for the departure of a service at a specific time for one day
- Go to the Operations, Pickup manifest screen
- Select the Date of departure
- Tick Manifest for Departure
- Either tick Pickups or Dropoffs
- Click Refresh
Operations manifest for the day
The Manifest for day report, set without any filters will give you an overview of your departures grouped by service, pickup location and then bookings for the day
- Go to the Operations, Manifest screen
- Select the Date of departure
- To see departures for multiple days, select the number of days as required in the Days field
- Should you wish to filter for a particular Service, select it in the Service field
Note that if you have multi-component services in your products, you will only be able to filter and view the first service that occurs within your product - Tick Manifest for Day
- Click Refresh
Filtering the manifest
The manifest has the functionality to set a number of filters to personalise the report. You have the ability to filter by a specific service as well as specific departure times. This is useful for services with multiple departures and/or pickup times throughout the day.
Filter by service & departure
Here is a manifest filtered for a specific service and specific departure:
Filter Manifest by Pax List
The pax list manifest gives you a list of pax on a service departing at a specific time. There is a portrait format and a landscape format of the manifest. You can either leave the fields under the Pax Name column blank to fill in manually once the document is printed or can you use the Build for Pax function under the Booking screen to populate the pax names and note fields with data from IBIS.
This manifest also has an option to show notes for each pax as entered in the People tab of the Booking screen. YOu can tick which options you would like to show on your manifest.
Filter for Bookings with Components
This is useful for operators who have multi-component products as you can see which services each booking will be using. You also get to see which product pax are participating in.
It is very useful if a service is shared between different products. For example, you may have 4 people on the bus, but 3 of them have signed up for a different product from the other one on the bus and have different requirements.
You can either run the manifest for all bookings in a day or run it for a particular departure.
Tick the box for 'Booking with Components for Day.'
