Query Processing Flow
Step 1: Create Query
Enter basic details to create the query.
Step 2: Add Quotation
Create a quotation with pricing details.
Share with customer via email (if email is available).
Step 3: Customer Accepts Quotation
Mark quotation as Accepted once confirmed after sending Email.
Step 4: Add Payment
Fill the following:
Payment Type → Partial or Full payment
Payment Mode →
- Payment Form
- Credit Card
- Debit Card
- Paid in Store
- Interac
- Cheque
Amount → Enter amount received
Documents → Upload payment proof if required
Step 5: Send to Billing Queue
Send the query for payment processing.
Managers can also view all queries in the billing queue.
Step 6: Payment Approval
Managers review and approve payment from the billing queue.
Verify payment details and mark as Approved/Completed.
Step 7: Attach Tickets
Upload single or multiple tickets after payment approval.
Step 8: Send Tickets to Customer
Share tickets with customer.
This action marks the query as Completed (Query Done).
Daily Usage Guide
- Always monitor the billing queue
- Approve payments without delay
- Update query after each action
- Track quotation status regularly
- Ensure payment is properly recorded
- Do not mark complete without sending tickets
Best Practices
- Add clear remarks for every approval
- Verify payment details before approving
- Upload documents when required
- Double-check passenger details before ticketing
- Ensure tickets are shared only after approval