User Guide

This user guide helps the users of the application to navigate through the app and to use the functions.

Adding Route

Routes page contains all the routes the boat travels to.

To add a new route:

• Go to Routes from the main menu
• Click Create button
• Fill the form and click Save

Adding Trip

This page shows all the trips travelled by the boat.

To add a new trip:

• Go to Trips from the main menu
• Click Create button
• Fill the form and click Save

Adding Clients

Clients are the Individuals or the Businesses who carry items by the Boat.

To add a new trip:

• Go to Clients from the main menu
• Click Create button
• Fill the form and click Save

Note: When adding Clients, you can set a discount. When a discount is set, the discount percent will be deducted from every Naalu item added for the client.

Adding Items

This page shows all the items carried by the boat.

To add a new item:

• Go to Trips from the main menu
• Click Create button
• Fill the form and click Save

Adding Item Rates

When you add a new item, you will be navigated to a page where the item rates are shown to the routes the boat travels to.

To edit the item rates:

• Click Edit rates button
• Fill the form and click Save

Adding Naalu

To add naalu:

• Click Trips from main menu
• Click Eye Icon from the trip list you want to add Naalu to
• Go to Naalus tab
• Click Create Naalu button
• Fill the form and click Save

When adding Naalu, you can search and find clients and items. If you don't find a client you can add new client without leaving the page by clicking add new client

The Rate box will be automatically filled when the client and item is selected, this is depending on the trip's route and the item rates previously entered during item creation.

Generating Invoices

After adding Naalu to the Trip, you can generate the invoices for the trip by:

• Click Trips from main menu
• Click Eye Icon from the trip list you want to generate Invoices to
• Go to Invoices tab
• Click Generate Invoices button
• You will be navigated to a page where the system generates the Invoices for the respective Trip. Remember not to refresh the page.
• When the Invoices are generated, you will see Show Invoices button. Click the button to go to Invoice list

Sharing Invoices

To share the invoice with the clients:

• Go to Invoices tab
• Click Share Icon from the invoice list you want to share
• The link will be copied to you clipboard
• Go to Messages, Viber and paste the link to share with the client

Marking Invoice as Paid

To mark the invoice as paid:

• Go to Invoices tab
• Click Eye Icon from the invoice list you want to mark as paid
• Click the Mark as Paid button and click Yes to confirm