Resources

Managing resources in Paxflow is simple and essential for smooth operations. This guide shows you how to access the "Resources" section, create new entries, edit details, and delete resources.

Start by clicking on "Resource Management" and then click on "Resources"

Here we can see the Resource Table - where all the resources you have created are.

The Resources are listed by Name, Type, External ID, Color, Assignment Type, Description, Pax Capacity, Staff Capacity and Actions. You can sort the resources ascending by clicking on any of the top columns. In the screenshot below we choose "Name"

​Create a Resource

From the Resource Table you can create a new Resource by clicking on the "Create a Resource" button or "Create Resource" from the left hand menu.

That takes you the Create New Resource page. Click here for the how to create a new Resource article. Click on "Resources" to go back.

Under Actions you can "View Resource" "Edit" and "Delete". Lets view Crazy bus

When viewing a Resource you can see all the products/tours it has been assigned on. The assignments are listed by Product Name (Tour/Experience), Departure Time (Start time of the tour/experience), Assignment Type (Pickup, Drop Off or Tour), Time From (Time the tour/experience starts) and Time To (Time the tour/experience ends). When clicking on the plus in front of a Product you can see the passengers that have been assigned to this Resource, listed by amount of PAX, booking Reference, Customer Name and Assignment Type.

By clicking on Calendar view you can see the overview of assigned tours via calendar.

You can choose what year or month you want to see both by drop down or just choose current month or year at the far right end. Let´s take a look at June

If you hover above an assignment you can see detailed information about the assignment, Product, Product code, Assignment type, Time from and Time to.

Click on Table View to access it again.

In Table View you can also choose what dates you want to view, just choose the range you want to display, here we have chosen all May and June.

And then you can see all the assignments this resource is assigned to during that time period.

Click "Resources" to go back to Resource Table.

You can always click on the Name, External ID, Pax Capacity or Staff Capacity to edit from the resources table. - here we changed 3 to 4. Hit "Enter" to save the changes.

Or click on the Actions drop down and click on "Edit"

And then you can edit all the elements one by one, like changing the name of the Resource.

and click on "Edit Resource" to save the modifications.

A success message will appear and your resource has been renamed.

By clicking on the note icon under Description you can view the Resource Description.

Let´s add an image to the Resource Description. Click on insert image

You can add a link or upload a file form your device, lets upload a photo so click on "Select an Image"

Once you have selected a photo a success message appears saying "Image loaded. Click Insert to add it."

Click on "Insert" to add the photo.

Then your photo has been added to the description.

It´s also possible to update the text field with more accurate information on the resource, once you are happy with the description click on "Save"

A success message will appear, click on "Close" to close the pop up window.

Then your resource description is updated.

Click on "Departures" and then click on "Daily departures"

Open up the departure that the resource is assigned on and in the "Actions" drop down click on "Open on PaxPortal" on a booking.

The Resource Description is listed under "Transport" on PaxPortal.

You can also "Delete" the resource from the Actions drop down.

And once you have clicked on "Delete" then the resource disappears from the Resources Table.

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