How to use Travel & Tour Agency

Tour packages, bookings, guides, vehicles, drivers and deposits for tour operators.

Where to start

  1. Set up your business details (name, logo, currency, KHQR)
  2. Add your staff
  3. Enter the basics first, in this order: Tours → Customers → Guides → Vehicles
  4. Everyday work: Bookings · Expenses
  5. Tools and reports: Reports

Basics (set up first)

Other modules use these, so enter them first.

Tours

កត់ត្រា៖ ឈ្មោះ · រយៈពេល · តម្លៃ/នាក់ · រួមមាន · រូបភាព។

  1. Press Tours in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Tours
Tours list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
DurationType text
Price / personType an amount
IncludesType longer text
PhotoUpload a picture
Tours
Adding to Tours

Customers

កត់ត្រា៖ ឈ្មោះ · លេខទូរស័ព្ទ · សញ្ជាតិ · អ៊ីមែល · សណ្ឋាគារ · អាសយដ្ឋាន · កំណត់ចំណាំ។

  1. Press Customers in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Customers
Customers list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
PhoneType a phone number
NationalityType text
EmailType an email
HotelType text
AddressType longer text
NoteType longer text
Customers
Adding to Customers

Guides

កត់ត្រា៖ ឈ្មោះ · លេខទូរស័ព្ទ · ភាសា · អាជ្ញាប័ណ្ណ · ថ្លៃ/ថ្ងៃ។

  1. Press Guides in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Guides
Guides list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
PhoneType a phone number
LanguagesType text
Licence no.Type text
Rate / dayType an amount
Guides
Adding to Guides

Vehicles

កត់ត្រា៖ ស្លាកលេខ · ប្រភេទ · ចំនួនកៅអី · អ្នកបើកបរ · លេខអ្នកបើកបរ។

  1. Press Vehicles in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Vehicles
Vehicles list — the “Add new” button is highlighted
FieldHow to fill it
Plate no. requiredType text
TypeChoose from the list: Tuk-tuk / Car / Van / Bus / Boat
SeatsType a number
DriverType text
Driver phoneType a phone number
Vehicles
Adding to Vehicles

Everyday work

The modules you use every day.

Bookings

កត់ត្រា៖ លេខកក់ · អតិថិជន · កញ្ចប់ · ថ្ងៃដំណើរ · ចំនួនមនុស្ស · តម្លៃ/នាក់ · កន្លែងទទួល · ម៉ោងទទួល · មគ្គុទ្ទេសក៍ …។ រាប់ជាចំណូលក្នុងរបាយការណ៍។ ស្ថានភាព៖ រង់ចាំបញ្ជាក់ / បានបញ្ជាក់ / រួចរាល់ / បោះបង់។

  1. Press Bookings in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Bookings
Bookings list — the “Add new” button is highlighted
FieldHow to fill it
Customer requiredChoose from the list (from “Customers”)
Tour requiredChoose from the list (from “Tours”)
Tour date requiredPick a date
PaxType a number
Price / personType an amount
Pickup pointType text
Pickup timeType text
GuideChoose from the list (from “Guides”)
VehicleChoose from the list (from “Vehicles”)
Total requiredType an amount
DepositType an amount
Balance dueType an amount
StatusChoose from the list: Pending / Confirmed / Completed / Cancelled
PaymentChoose from the list: Cash / ABA / Other bank / Other
NoteType longer text
Bookings
Adding to Bookings
  • Entries here count as income on the dashboard and in reports.
  • Status: Pending → Confirmed → Completed → Cancelled — change it from the detail page.

Expenses

កត់ត្រា៖ ចំណងជើង · ប្រភេទ · ចំនួនទឹកប្រាក់ · កាលបរិច្ឆេទ · វិធីបង់ · កំណត់ចំណាំ។ រាប់ជាចំណាយក្នុងរបាយការណ៍។

  1. Press Expenses in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Expenses
Expenses list — the “Add new” button is highlighted
FieldHow to fill it
Title requiredType text
CategoryChoose from the list: Rent / Salary / Utilities / Supplies / Fuel / Repairs / Marketing / Other
Amount requiredType an amount
Date requiredPick a date
MethodChoose from the list: Cash / ABA / Other bank / Other
NoteType longer text
Expenses
Adding to Expenses
  • Entries here count as expenses on the dashboard and in reports.

Tools and reports

Special screens that work with the data above.

Reports

សង្ខេបចំណូល ចំណាយ និងប្រាក់ចំណេញ៖ ថ្ងៃនេះ ខែនេះ ឆ្នាំនេះ ឬរយៈពេលជ្រើសរើស — តាមប្រភពចំណូល តាមប្រភេទចំណាយ និងមុខលក់ដាច់ជាងគេ។ បោះពុម្ពបាន។

  1. Press Reports in the left menu.
  2. Detailed lesson: Daily, monthly and yearly reports →
Reports

Still need help?

The Frienddy team is happy to help, in Khmer or English.

Contact