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m (Changed protection settings for "Main Page" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite)) [cascading])
 
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__NOTOC__
__NOTOC__
=== Main Menu ===
=== Main Menu ===
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed" style="width: 20em">
:[[Main Menu Toolbar Buttons]]
:[[Main Menu Toolbar Buttons]]
:[[Favorites]]
:[[Favorites]]
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=== Reports ===
=== Reports ===
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed" style="width: 20em">:[[Popular Reports]]
:[[Popular Reports]]
:[[Report Date]]
:[[Report Date]]
:[[Reporting List Boxes]]
:[[Reporting List Boxes]]
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=== Features ===
=== Features ===
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed" style="width: 20em">
:[[Availability]]
:[[Availability]]
:[[Rollovers]]
:[[Rollovers]]
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=== How to ===
=== How to ===
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed" style="width: 20em">
:[[Balance a DBR|How to Balance a DBR]]
:[[Balance a DBR|How to Balance a DBR]]
:[[Cash_Drawer_Setup|How to Set Up Cash Drawers]]
:[[Cash_Drawer_Setup|How to Set Up Cash Drawers]]
:[[Rates Setup|How to Set Up Rates]]
:[[Rates Setup|How to Set Up Rates]]
:[[How to Set Up an Employee]]
:[[How to Set Up an Employee]]
</div>
</div>


=== Menu Items ===
=== Menu Items ===
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed" style="width: 20em">


File
File
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
::[[Change Password]]
::[[Change Password]]
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::[[Text Message]]
::[[Text Message]]
</div>
</div>
Admin
Admin
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
:<u>Companies</u>
:<u>Companies</u>
::[[Cash Receipts]]
::[[Cash Receipts]]
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::[[Local]]
::[[Local]]
::[[Purchase Orders]]
::[[Purchase Orders]]
:<u>Locations</u>
:<u>Locations</u>
:::[[Fees and Taxes]]
:::[[Fees and Taxes]]
:::[[Location Groups]]
:::[[Location Groups]]
:::[[Location setup|Location Setup]]
:::[[Location setup|Location Setup]]
::<u>Rental Counters</u>
::<u>Rental Counters</u>
:::[[Airlines]]
:::[[Airlines]]
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Fleet
Fleet
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
::<u>Vehicle Fleet</u>
::<u>Vehicle Fleet</u>
:::[[Vehicle Fleet General Tab]]
:::[[Vehicle Fleet General Tab]]
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Marketing
Marketing
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
::[[Source of Business]]
::[[Source of Business]]
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::[[Revenue Splits]]
::[[Revenue Splits]]
::[[Incremental Sales Profiles]]
::[[Incremental Sales Profiles]]
:<u>Pricing</u>
:<u>Pricing</u>
::[[Time and Mileage Rates]]
::[[Time and Mileage Rates]]
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Counter
Counter
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
::[[Daily Planner]]
::[[Daily Planner]]
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::[[Claims Entry]]
::[[Claims Entry]]
::[[Employee Performance]]
::[[Employee Performance]]
:<u>Contract Processing</u>
:<u>Contract Processing</u>
::[[CheckOut|Check-Out]]
::[[CheckOut|Check-Out]]
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::[[Foreign Vehicles]]
::[[Foreign Vehicles]]
::[[Loaner Rental Entry]]
::[[Loaner Rental Entry]]
:<u>Cash Drawer</u>
:<u>Cash Drawer</u>
::[[Open]]
::[[Open]]
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Inquiries
Inquiries
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
::[[Cash Drawer Inquiry]]
::[[Cash Drawer Inquiry]]
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::[[Reservation Inquiry]]
::[[Reservation Inquiry]]
::[[Source Referrals Inquiry]]
::[[Source Referrals Inquiry]]
:<u>Equipment Inquiries</u>
:<u>Equipment Inquiries</u>
::[[Equipment Status Inquiry]]
::[[Equipment Status Inquiry]]
::[[Equipment Transaction Inquiry]]
::[[Equipment Transaction Inquiry]]
:<u>Fleet Inquiries</u>
:<u>Fleet Inquiries</u>
::[[By_Date_Time_License|Fleet Inquiry By Date/Time/License]]
::[[By_Date_Time_License|Fleet Inquiry By Date/Time/License]]
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Reports
Reports
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
:<u>Equipment Reports</u>
:<u>Equipment Reports</u>
::[[Equipment List]]
::[[Equipment List]]
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:<u>Fleet Reports</u>
:<u>Fleet Reports</u>
::<u>Financial</u>
::<u>Financial</u>
:::[[Contract Revenue by Vehicle Report]]
:::[[Contract Revenue by Vehicle Report]]
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:<u>Management Reports</u>
:<u>Management Reports</u>
::<u>Accounting</u>
::<u>Accounting</u>
:::[[Accounts Receivable Report]]
:::[[Accounts Receivable Report]]
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Mail
Mail
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
::[[Read Mail]]
::[[Read Mail]]
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Claims
Claims
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
::[[Claims Setup]]
::[[Claims Setup]]
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::[[Claims Reminder Report]]
::[[Claims Reminder Report]]
::[[Claim Reminder Inquiry]]
::[[Claim Reminder Inquiry]]
:<u>[[Claims Management]]</u>
:<u>[[Claims Management]]</u>
::[[Claims Management General Tab]]
::[[Claims Management General Tab]]
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Time Clock
Time Clock
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
::[[Clock]]
::[[Clock]]
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Settings
Settings
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">


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::[[Print Program Generator]]
::[[Print Program Generator]]
::[[Printer Mapping]]
::[[Printer Mapping]]


:<u>Contracts/Reservations</u>
:<u>Contracts/Reservations</u>
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::[[Transaction Numbers]]
::[[Transaction Numbers]]
::[[Turndown Codes]]
::[[Turndown Codes]]


:<u>Reporting Setup</u>
:<u>Reporting Setup</u>
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::[[CSR Coaching and Feedback]]
::[[CSR Coaching and Feedback]]
::[[Daily Game Plan]]
::[[Daily Game Plan]]
</div>
</div>


Help
Help
<div class="mw-collapsible mw-collapsed">
<div class="mw-collapsible mw-collapsed">
:[[About]]
:[[About]]
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:[[Tips]]
:[[Tips]]
</div>
</div>


[[Category:Bluebird]]
[[Category:Bluebird]]

Latest revision as of 13:37, 27 September 2024

Main Menu

Main Menu Toolbar Buttons
Favorites
Navigating the System
Menu Paths

Reports

:Popular Reports
Report Date
Reporting List Boxes
Output Destinations
Schedule and Reschedule
Posting
Actual Days vs. Charged Days

Features

Availability
Rollovers
Security
Smart Zip Lookup
Status Lines
Utilization
Last Movement Date

How to

How to Balance a DBR
How to Set Up Cash Drawers
How to Set Up Rates
How to Set Up an Employee

Menu Items

File

Change Password
Dashboard Parameter Screen
RSA (Agent) Dashboard
MGR (Manager) Dashboard
Menu Theme
Message of the Day
Notes Preferences
Preferences
Run
Terminal Settings
Text Message

Admin

Companies
Cash Receipts
Company Categories
Local
Purchase Orders
Locations
Fees and Taxes
Location Groups
Location Setup
Rental Counters
Airlines
Counters
Positions
Cash Drawer

Fleet

Vehicle Fleet
Vehicle Fleet General Tab
Vehicle Fleet Service Tab
Vehicle Fleet Finance Tab
Foreign Vehicles
Status Modify
Ready Lines
Non-Revenue Movement
Batch Enter/Close Non-Revenue Movement
On-Order Vehicles
Vehicle Sales
Batch Vehicle Sales
Sold Vehicles
Maintenance Procedures
Maintenance Alerts
Vehicle Problems
Repair Orders
Batch Enter Repair Orders
Claims Management
Physical Inventory

Marketing

Source of Business
Referrals
Tour Programs
Dealerships
Revenue Splits
Incremental Sales Profiles
Pricing
Time and Mileage Rates
Rate Rules
Rate Seasons
Rate Utilization
Special Events
Rate Adjustments
RezPower Rates
Misc. Charges and Coverages
GARS
Location Fuel Pricing
Promotions

Counter

Daily Planner
Status Lines
Res Planner
Reservations
Renters/Customers
Lost and Found
Claims Entry
Employee Performance
Contract Processing
Check-Out
Miscellaneous Sales
Pending Open
Check-In
Contract Modify
Unit Exchange
Non-Revenue Movement
Foreign Contracts
Foreign Vehicles
Loaner Rental Entry
Cash Drawer
Open
Balance Out
Close
Cash Drop
Petty Cash

Inquiries

Cash Drawer Inquiry
Cash Receipts Inquiry
Contract Inquiry
Contract & Reservation Audit
Credit Card Inquiry
Due Back Inquiry
Element Transaction Inquiry
Extension Inquiry
Message Log Inquiry
Report Inquiry
Reservation Inquiry
Source Referrals Inquiry
Equipment Inquiries
Equipment Status Inquiry
Equipment Transaction Inquiry
Fleet Inquiries
Fleet Inquiry By Date/Time/License
Fleet Inquiry By Status
Foreign Vehicles Inquiry
Maintenance Due Inquiry
Ready Lines Inquiry
Repair Orders Inquiry
Fleet Transactions Inquiry
Vehicle Problems Inquiry

Reports

Equipment Reports
Equipment List
Equipment Status Report
Equipment Summary Report
Equipment Transaction History
Equipment Utilization Report
Fleet Reports
Financial
Contract Revenue by Vehicle Report
Depreciation Report
Fleet Additions Report
Fleet Performance Report
Internet Auto Moti Sales Report/Build
Like Kind Exchange Report
Payment Processing Report
Profit/Loss by Vehicle Report
Rebate Report
Sales Report
Turnaround Report
Maintenance
License Expiration Report
Maintenance Alerts Report
Maintenance Due Report
Problems Report
Repair Orders Report
Vehicle Log Report
Management
Circle Sheet Report
Daily Status Tracking Report
Fleet Due Back Report
Fleet Overdue Report
Fleet Status Report
Fleet Summary Report
Foreign Drop Report
Incoming/Outgoing Vehicles Report
Net Available Vehicles Report
Non-Revenue Movement Report
Physical Inventory Report
Projected Utilization Report
Stock Inventory Report
Transactions Report
Unit Location Report
Management Reports
Accounting
Accounts Receivable Report
Accrual Report
DBR - Posting
Invoice Processing
Outstanding Deposits Report
Payments Report
Rollover Processing Report
Statement Processing
Revenue
Daily Location Summary Report
Fleet Stats & Financial Summary Report
Location Performance Report
Referral Revenue Report
Revenue Management Report
Revenue Report
Revenue Split Report
Tour Revenue Report
Year-to-Year Revenue Report
Sales & Marketing
35-Day Roll Report
Booked Reservation Report
Commissions Report
Company Sales Report
Corporate Rentals Report
Customer/Local Company Report
Daily Transaction Report
Erez Activity Report
Monthly PAC Report
Reasons Report
Reservation Source of Business Report
Source of Business Report
Source of Business Vehicle Summary Report
Taxes
P11D Tax Report
Taxes and Fees Report
Tax Exempt Report
Exception Reporting
Additional Deposit Report
Contract Discrepancy Report
Contract Report
Missing Miles Report
Payment and Deposit Exception Report
Rate Exceptions Report
Turndown Report
Counter Reports
Extension Report
Fleet Due Back Report
Fleet Overdue Report
Fleet Status Report
Fleet Summary Report
Handheld CheckIn Report
Lost and Found Report
Net Available Vehicles Report
Projected Available Vehicles Report
Reservation Report
Close Of Day
Cash Drawer Report
Contract Receipts Report
Daily Business Report
Daily Cash Report
Draft Capture
Invoice Processing
Reservations
Detailed Reservation Report
Erez Reservation Report
No-Show Processing Report
Reservation Report
Lists
Employee List
Fleet List
Invoice/Receipt Messages List
Local Company List
Location List
Maintenance Procedures List
Menu Item List
Payment Types List
Renter List
Reporting Setup List
Source Referrals List
Special Events List
Tour Operators List
Rates and Charges
Misc. Charges/Taxes List
Rate Rules List
Rate Seasons List
Revenue Split Matrix List
Time and Mileage Rate List
Dealership Reports
Available Loaner Vehicle List
Loaner Vehicle Cycle Report
Loaner Vehicle Fleet List
Loaner Vehicle Usage Report
Open Loaner Contracts Report
Franchise Reports
Avis Frequent Flyer Report
Budget Corporate Sales Report
Budget Frequent Flyer Report
Budget Perfect Drive
Budget TARP Report
Dollar Frequent Flyer Report
Dollar Travel Agent Report
Royalty Report
KCI Reports
Daily Rental Log
Daily Reservation Log
CSR Coaching and Feedback Report
Class Substitution Report
KCI Reservation Report
Incremental Report
KCI Commissions Report
CQ Reports
Additional Deposit Report
Average Rate Report
Booked Reservation Report
Class Substitution Report
Company Sales Report
Contract Discrepancy Report
Contract Report
Contract Revenue By Vehicle Report
Corporate Rentals Report
Corporate Sales Report
Customer/Local Company Report
Employee Group List
Employee List
Equipment List
Fleet List
Frequent Flyer Report
Invoice/Receipt Messages List
Local Company List
Payment Types List
Payments Report
Projected Net Availability Report
Projected Revenue Report
Reasons Report
Renters Added in Previous Month
Reservations and Contracts Report
Tour Operators List
VIP - Perfect Drive
Dynamic CQ Interface Master

Mail

Read Mail
Send Mail
Mail Groups
Mail Purge

Claims

Claims Setup
Claims Entry
Claims Report
Claim Expense/Payment List
Claim Expense Detail Report
Claims Reminder Report
Claim Reminder Inquiry
Claims Management
Claims Management General Tab
Claims Management Contacts Tab
Claims Management Vehicles Tab
Claims Management Images Tab
Claims Management Repair Orders Tab
Claims Management Financial Tab
Claims Management Reminders Tab
Claims Management Form Letters Tab

Time Clock

Clock
Time Clock Preferences
Purge
Setup
Time Clock Report
Transaction List

Settings

System Configuration
Countries
Currency Settings
Custom Features
Dashboard Gadgets
Employee Groups
Employees
General Ledger Setup
Language Translations
Menu Items
Support Settings
System Settings
System Tasks
Interfaces
Credit Card Processing Setup
Equifax Settings
Erez Settings
Ernex Settings
Fleet CHIP Settings
Fleet Export Settings
Forward Vision Setup
Highway Toll Authority Settings
LexisNexis Settings
Like Kind Exchange Settings
Rent-a-Toll Settings
RentWorks Mobile Settings
Text Messaging Settings
Violation Management Settings
Data Links
Data Link Log
Data Translations
Data Warehouse Translations
Marketing Link Setup
OTA API Settings
Rent-A-Wreck Settings
Reservation Link Setup
Wizard Setup
Security
Key Store
PCI Security
Program Security
Security Feature Codes
Session Inquiry
User Privileges
Printing
Forms Management
Print Program Generator
Printer Mapping


Contracts/Reservations
Contract Questions
Invoice/Receipt Messages
Lease Contract Settings
Payment Type Setup
Reasons for Rental/Discount
Transaction Numbers
Turndown Codes


Reporting Setup
Region
District
City
CyberQuery Settings
Equipment
Equipment
Equipment Types
Fleet Setup
Products
Class Categories
Class Codes
Fleet Status Definitions
Option Codes
Finance Institutions
Ready Lines
Fuel Types
Fleet Fuel Economy/Distance
Commission Coaching
KCI Settings
Commission Levels
Employee Performance
Performance Goal Percentage Groups
Employee Goals
CSR Coaching and Feedback
Daily Game Plan

Help

About
Contact Support
Help Topics
Bluebird Help Desk
System Alerts
Tips
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