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< | __NOTOC__ | ||
=== Main Menu === | |||
<div class="mw-collapsible mw-collapsed" style="width: 20em"> | |||
:[[Main Menu Toolbar Buttons]] | |||
:[[Favorites]] | |||
:[[Navigating the System]] | |||
:[[Menu Paths]] | |||
[[Category:Bluebird]] | |||
</div> | |||
=== Reports === | |||
<div class="mw-collapsible mw-collapsed" style="width: 20em">:[[Popular Reports]] | |||
:[[Report Date]] | |||
:[[Reporting List Boxes]] | |||
:[[Output Destinations]] | |||
:[[Schedule and Reschedule]] | |||
:[[Posting]] | |||
:[[Actual Days vs. Charged Days]] | |||
[[Category:Bluebird]] | |||
</div> | |||
== | === Features === | ||
<div class="mw-collapsible mw-collapsed" style="width: 20em"> | |||
:[[Availability]] | |||
:[[Rollovers]] | |||
:[[Security]] | |||
:[[Smart Zip|Smart Zip Lookup]] | |||
:[[Status Lines]] | |||
:[[Utilization]] | |||
:[[Last Movement Date]] | |||
</div> | |||
=== How to === | |||
<div class="mw-collapsible mw-collapsed" style="width: 20em"> | |||
:[[Balance a DBR|How to Balance a DBR]] | |||
:[[Cash_Drawer_Setup|How to Set Up Cash Drawers]] | |||
:[[Rates Setup|How to Set Up Rates]] | |||
:[[How to Set Up an Employee]] | |||
</div> | |||
=== Menu Items === | |||
<div class="mw-collapsible mw-collapsed" style="width: 20em"> | |||
File | |||
<div class="mw-collapsible mw-collapsed"> | |||
::[[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]] | |||
</div> | |||
Admin | |||
<div class="mw-collapsible mw-collapsed"> | |||
:<u>Companies</u> | |||
::[[Cash Receipts]] | |||
::[[Company Categories]] | |||
::[[Local]] | |||
::[[Purchase Orders]] | |||
:<u>Locations</u> | |||
:::[[Fees and Taxes]] | |||
:::[[Location Groups]] | |||
:::[[Location setup|Location Setup]] | |||
::<u>Rental Counters</u> | |||
:::[[Airlines]] | |||
:::[[Counters]] | |||
:::[[Positions]] | |||
:::[[Cash Drawer]] | |||
</div> | |||
Fleet | |||
<div class="mw-collapsible mw-collapsed"> | |||
::<u>Vehicle Fleet</u> | |||
:::[[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]] | |||
</div> | |||
Marketing | |||
<div class="mw-collapsible mw-collapsed"> | |||
::[[Source of Business]] | |||
::[[Referrals]] | |||
::[[Tour Programs]] | |||
::[[Dealerships]] | |||
::[[Revenue Splits]] | |||
::[[Incremental Sales Profiles]] | |||
:<u>Pricing</u> | |||
::[[Time and Mileage Rates]] | |||
::[[Rate Rules]] | |||
::[[Rate Seasons]] | |||
::[[Rate Utilization]] | |||
::[[Special Events]] | |||
::[[Rate Adjustments]] | |||
::[[RezPower Rates]] | |||
::[[Misc Charges and Coverages|Misc. Charges and Coverages]] | |||
::[[GARS]] | |||
::[[Location Fuel Pricing]] | |||
::[[Promotions]] | |||
</div> | |||
Counter | |||
<div class="mw-collapsible mw-collapsed"> | |||
::[[Daily Planner]] | |||
::[[Status Lines]] | |||
::[[Res Planner]] | |||
::[[Reservations]] | |||
::[[Renters/Customers]] | |||
::[[Lost and Found]] | |||
::[[Claims Entry]] | |||
::[[Employee Performance]] | |||
:<u>Contract Processing</u> | |||
::[[CheckOut|Check-Out]] | |||
::[[Miscellaneous Sales]] | |||
::[[Pending Open]] | |||
::[[Check_In|Check-In]] | |||
::[[Contract Modify]] | |||
::[[Unit Exchange]] | |||
::[[Non-Revenue Movement]] | |||
::[[Foreign Contracts]] | |||
::[[Foreign Vehicles]] | |||
::[[Loaner Rental Entry]] | |||
:<u>Cash Drawer</u> | |||
::[[Open]] | |||
::[[Balance Out]] | |||
::[[Close]] | |||
::[[Cash Drop]] | |||
::[[Petty Cash]] | |||
</div> | |||
Inquiries | |||
<div class="mw-collapsible mw-collapsed"> | |||
::[[Cash Drawer Inquiry]] | |||
::[[Cash Receipts Inquiry]] | |||
::[[Contract Inquiry]] | |||
::[[Contract and Reservation Audit|Contract & Reservation Audit]] | |||
::[[Credit Card Inquiry]] | |||
::[[Due Back Inquiry]] | |||
::[[Element Transaction Inquiry]] | |||
::[[Extension Inquiry]] | |||
::[[Message Log Inquiry]] | |||
::[[Report Inquiry]] | |||
::[[Reservation Inquiry]] | |||
::[[Source Referrals Inquiry]] | |||
:<u>Equipment Inquiries</u> | |||
::[[Equipment Status Inquiry]] | |||
::[[Equipment Transaction Inquiry]] | |||
:<u>Fleet Inquiries</u> | |||
::[[By_Date_Time_License|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]] | |||
</div> | |||
Reports | |||
<div class="mw-collapsible mw-collapsed"> | |||
:<u>Equipment Reports</u> | |||
::[[Equipment List]] | |||
::[[Equipment Status Report]] | |||
::[[Equipment Summary Report]] | |||
::[[Equipment Transaction History]] | |||
::[[Equipment Utilization Report]] | |||
:<u>Fleet Reports</u> | |||
::<u>Financial</u> | |||
:::[[Contract Revenue by Vehicle Report]] | |||
:::[[Depreciation Report]] | |||
:::[[Fleet Additions Report]] | |||
:::[[Fleet Performance Report]] | |||
:::[[Internet AutoMoti Sales Report Build|Internet Auto Moti Sales Report/Build]] | |||
:::[[Like Kind Exchange Report]] | |||
:::[[Payment Processing Report]] | |||
:::[[Profit/Loss by Vehicle Report]] | |||
:::[[Rebate Report]] | |||
:::[[Sales Report]] | |||
:::[[Turnaround Report]] | |||
::<u>Maintenance</u> | |||
:::[[License Expiration Report]] | |||
:::[[Maintenance Alerts Report]] | |||
:::[[Maintenance Due Report]] | |||
:::[[Problems Report]] | |||
:::[[Repair Orders Report]] | |||
:::[[Vehicle Log Report]] | |||
::<u>Management</u> | |||
:::[[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|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]] | |||
:<u>Management Reports</u> | |||
::<u>Accounting</u> | |||
:::[[Accounts Receivable Report]] | |||
:::[[Accrual Report]] | |||
:::[[DBR - Posting]] | |||
:::[[Invoice Report|Invoice Processing]] | |||
:::[[Outstanding Deposits Report]] | |||
:::[[Payments Report]] | |||
:::[[Rollover Processing Report]] | |||
:::[[Statement Processing]] | |||
::<u>Revenue</u> | |||
:::[[Daily Location Summary Report]] | |||
:::[[Fleet Stats and Financial 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]] | |||
::<u>Sales & Marketing</u> | |||
:::[[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]] | |||
::<u>Taxes</u> | |||
:::[[P11D Tax Report]] | |||
:::[[Taxes and Fees Report]] | |||
:::[[Tax Exempt Report]] | |||
::<u>Exception Reporting</u> | |||
:::[[Additional Deposit Report]] | |||
:::[[Contract Discrepancy Report]] | |||
:::[[Contract Report]] | |||
:::[[Missing Miles Report]] | |||
:::[[Payment and Deposit Exception Report]] | |||
:::[[Rate Exceptions Report]] | |||
:::[[Turndown Report]] | |||
:<u>Counter Reports</u> | |||
::[[Extension Report]] | |||
::[[Fleet Due Back Report]] | |||
::[[Fleet Overdue Report]] | |||
::[[Fleet Status Report]] | |||
::[[Fleet Summary Report]] | |||
::[[Handheld Check In Report|Handheld CheckIn Report]] | |||
::[[Lost and Found Report]] | |||
::[[Net Available Vehicles Report]] | |||
::[[Projected Available Vehicles Report]] | |||
::[[Reservation Report]] | |||
::<u>Close Of Day</u> | |||
:::[[Cash Report|Cash Drawer Report]] | |||
:::[[Contract Receipts Report]] | |||
:::[[Daily Business Report]] | |||
:::[[Daily Cash Report]] | |||
:::[[Draft Capture]] | |||
:::[[Invoice Processing]] | |||
::<u>Reservations</u> | |||
:::[[Detailed Reservation Report]] | |||
:::[[Erez Reservation Report]] | |||
:::[[No-Show Processing Report]] | |||
:::[[Reservation Report]] | |||
:<u>Lists</u> | |||
::[[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 Report|Reporting Setup List]] | |||
::[[Source Referrals List]] | |||
::[[Special Events List]] | |||
::[[Tour Operators List]] | |||
::<u>Rates and Charges</u> | |||
:::[[Misc Charges Taxes|Misc. Charges/Taxes List]] | |||
:::[[Rate Rules List]] | |||
:::[[Rate Seasons List]] | |||
:::[[Revenue Split Matrix List]] | |||
:::[[TIme and Mileage Rate List|Time and Mileage Rate List]] | |||
:<u>Dealership Reports</u> | |||
::[[Available Loaner Vehicle List]] | |||
::[[Loaner Vehicle Cycle Report]] | |||
::[[Loaner Vehicle Fleet List]] | |||
::[[Loaner Vehicle Usage Report]] | |||
::[[Open Loaner Contracts Report]] | |||
:<u>Franchise Reports</u> | |||
::[[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]] | |||
:<u>KCI Reports</u> | |||
::[[Daily Rental Log]] | |||
::[[Daily Reservation Log]] | |||
::[[CSR Coaching and Feedback Report]] | |||
::[[Class Substitution Report]] | |||
::[[KCI Reservation Report]] | |||
::[[Incremental Report]] | |||
::[[KCI Commissions Report]] | |||
:<u>[[CQ Reports]]</u> | |||
::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 | |||
</div> | |||
Mail | |||
<div class="mw-collapsible mw-collapsed"> | |||
::[[Read Mail]] | |||
::[[Send Mail]] | |||
::[[Mail Groups]] | |||
::[[Mail Purge]] | |||
</div> | |||
Claims | |||
<div class="mw-collapsible mw-collapsed"> | |||
::[[Claims Setup]] | |||
::[[Claims Entry]] | |||
::[[Claims Report]] | |||
::[[Claim Expense Payment List|Claim Expense/Payment List]] | |||
::[[Claim Expense Detail Report]] | |||
::[[Claims Reminder Report]] | |||
::[[Claim Reminder Inquiry]] | |||
:<u>[[Claims Management]]</u> | |||
::[[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]] | |||
</div> | |||
Time Clock | |||
<div class="mw-collapsible mw-collapsed"> | |||
::[[Clock]] | |||
::[[Time Clock Preferences]] | |||
::[[Time Clock Purge|Purge]] | |||
::[[Time Clock Setup|Setup]] | |||
::[[Time Report|Time Clock Report]] | |||
::[[Time Clock List|Transaction List]] | |||
</div> | |||
Settings | |||
<div class="mw-collapsible mw-collapsed"> | |||
:<u>System Configuration</u> | |||
::[[Countries]] | |||
::[[Currency Settings]] | |||
::[[Custom Features]] | |||
::[[Dashboard Gadgets]] | |||
::[[Employee Groups]] | |||
::[[Employees]] | |||
::[[General Ledger Setup]] | |||
::[[Language Translations]] | |||
::[[Menu Items]] | |||
::[[Support Settings]] | |||
::[[System Settings]] | |||
::[[System Tasks]] | |||
:<u>Interfaces</u> | |||
::[[Credit Card Processing Setup]] | |||
::[[Equifax Settings]] | |||
::[[Erez Settings]] | |||
::[[Ernex Settings]] | |||
::[[Fleet CHIP Settings]] | |||
::[[Fleet Export Settings]] | |||
::[[ForwardVision Setup|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]] | |||
:<u>Data Links</u> | |||
::[[Data Link Log]] | |||
::[[Data Translations]] | |||
::[[Data Warehouse Translations]] | |||
::[[Marketing Link Setup]] | |||
::[[OTA API Settings]] | |||
::[[Rent-A-Wreck Settings]] | |||
::[[Reservation Link Setup]] | |||
::[[Wizard Setup]] | |||
:<u>Security</u> | |||
::[[Key Store]] | |||
::[[PCI Security]] | |||
::[[Program Security]] | |||
::[[Security Feature Codes]] | |||
::[[Session Inquiry]] | |||
::[[User Privileges]] | |||
:<u>Printing</u> | |||
::[[Forms Management]] | |||
::[[Print Program Generator]] | |||
::[[Printer Mapping]] | |||
:<u>Contracts/Reservations</u> | |||
::[[Contract Questions]] | |||
::[[Invoice Receipt Messages|Invoice/Receipt Messages]] | |||
::[[Lease Contract Settings]] | |||
::[[Payment Type Setup]] | |||
::[[Reasons for Rental Discount|Reasons for Rental/Discount]] | |||
::[[Transaction Numbers]] | |||
::[[Turndown Codes]] | |||
:<u>Reporting Setup</u> | |||
::[[Region]] | |||
::[[District]] | |||
::[[City]] | |||
::[[CyberQuery Settings]] | |||
:<u>Equipment</u> | |||
::[[Equipment]] | |||
::[[Equipment Types]] | |||
:<u>Fleet Setup</u> | |||
::[[Products]] | |||
::[[Class Categories]] | |||
::[[Class Codes]] | |||
::[[Fleet Status Definitions]] | |||
::[[Option Codes]] | |||
::[[Finance Institutions]] | |||
::[[Ready Lines]] | |||
::[[Fuel Types]] | |||
::[[Fleet Fuel Economy/Distance]] | |||
:<u>Commission Coaching</u> | |||
::[[KCI Settings]] | |||
::[[Commission Levels]] | |||
::[[Employee Performance]] | |||
::[[Performance Goal Percentage Groups]] | |||
::[[Employee Goals]] | |||
::[[CSR Coaching and Feedback]] | |||
::[[Daily Game Plan]] | |||
</div> | |||
Help | |||
<div class="mw-collapsible mw-collapsed"> | |||
:[[About]] | |||
:[[Support|Contact Support]] | |||
:[[Help Topics]] | |||
:[[Bluebird Help Desk]] | |||
:[[System Alerts]] | |||
:[[Tips]] | |||
</div> | |||
[[Category:Bluebird]] | |||
Latest revision as of 13:37, 27 September 2024
Main Menu
Reports
Features
How to
Menu Items
File
Admin
- Companies
- Locations
- Rental Counters
Fleet
- Vehicle Fleet
- 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
Counter
- Contract Processing
- Cash Drawer
Inquiries
- Equipment Inquiries
Reports
- Equipment Reports
- Fleet Reports
- 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
- Management Reports
- 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
- Sales & Marketing
- Counter Reports
- Lists
- Dealership Reports
- Franchise Reports
- KCI Reports
- 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
Claims
Time Clock
Settings
- System Configuration
- 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
- Security
- Contracts/Reservations
- Reporting Setup
- Equipment
- Fleet Setup
Help