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Reservations

Notice

This page contains general information and will be detailed and illustrated on Nov 24th.

Book vehicles for business trips.

  • ERP → Transport → Reservations

Required Permissions

  • Transport View (minimum)

Page Overview

On this page you can:

  • view existing reservations
  • create a new reservation for a vehicle
  • edit/cancel reservations (if allowed)
  • switch to calendar view to check availability

Making a Reservation

  1. Navigate to Transport > Reservations.
  2. Click New Reservation.
  3. Select the Vehicle.
  4. Choose the Start Date/Time and End Date/Time.
  5. Enter the Destination and Purpose of the trip.
  6. Click Reserve.

New Reservation Modal (fields & validation)

  • Vehicle: required
  • Start Date/Time: required
  • End Date/Time: required (must be later than Start)
  • Destination: required (if enabled in your setup)
  • Purpose: optional/required depending on policy

Validation / common errors:

  • End time earlier than start time → cannot save
  • Vehicle not available (overlap with another reservation or blocked) → error message / save blocked

Managing Reservations

  • Cancel: You can cancel your reservation if the trip is no longer needed.
  • Edit: Modify dates or vehicle if plans change.
  • Calendar View: Use the calendar view to see vehicle availability.

Edit Reservation

  • Open reservation details (via row click/double-click, or action button).
  • Update dates/vehicle if allowed.
  • Save to apply changes; list refreshes and you should see a confirmation message.

Cancel Reservation

  • Use Cancel action for a reservation.
  • Confirm in the confirmation dialog (if shown).

Calendar View

  • Switch to Calendar View to see vehicle availability over time.
  • Click an item to open details (if supported).

Approval

Some reservations may require approval from a manager. You will be notified if your reservation is pending approval.

Common Interactions

Double-click

  • Double-click a row: open reservation details/edit (if supported by the list/grid on your page)

Right-click (Context Menu)

  • If a context menu is enabled on this grid, right-click a row to access actions (Edit/Copy/Delete/… depending on your permissions).