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Contracts

Contract list​

Contratti lists all contracts with number, vehicle, customer, pick-up and return, status, CaRGOS status and total.

Contract list with search, filters, status and CaRGOS columns

  • Search: contract number, plate or customer name.
  • Filters: Tutti (all), Da consegnare (to hand over: drafts, booked and confirmed), In corso (in progress), Da chiudere (returned, to close), Archivio (closed and cancelled).

Click a row to open the contract.

Contract detail​

The detail opens in a window. At the top you see the steps of the contract (Bozza, Confermato, Consegnato, Rientrato, Chiuso), then the data:

  • vehicle, customer, contracting party and second driver;
  • pick-up and return, with date, time and branch;
  • total and deposit, included km;
  • signature: when and how it was given (su schermo + OTP, on screen and OTP).

Detail of a contract in progress with steps, data and CaRGOS attempts

When something is missing to go ahead, a yellow band says what, for example Per procedere manca: CaRGOS non inviato (to proceed you need: CaRGOS not sent).

CaRGOS box​

The Comunicazione CaRGOS box shows the status of the communication and every attempt, with date, type (Verifica, check, or Invio, send), result and the message returned by CaRGOS. The reminder tells by when it must be sent: before the handover.

Contract whose CaRGOS communication was rejected: licence place of issue not valid

If CaRGOS rejects the data, correct the customer record and press Invia CaRGOS again.

Actions​

The buttons at the bottom depend on the status:

ButtonWhen
Conferma contrattoDraft: confirms the contract. If data is missing, a window lists what is missing.
Avvia consegnaConfirmed: opens the handover
Invia CaRGOSCaRGOS not sent or in error
Consegna comunqueCaRGOS in error: hand over anyway, with a reason that stays on record
Avvia rientroIn progress: opens the return
PDFDownloads the contract
AnnullaCancels the contract before the handover