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- Yacht / Boat Charter
- Data model and import order
The tables behind Yacht / Boat Charter
Yacht / Boat Charter ships with 12 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 12
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Charter fleet:
Charter vessels. Vessel name, passenger capacity, crew required and inspection due date.
Charter bookings:
Charter bookings, with references to charter vessels, Parties and People. Status runs Requested, Confirmed, Underway, Completed, with Cancelled as a closed branch.
Crew and customers:
People, Parties, Users. Crew records link to user accounts; parties are Customer, Carrier or Provider.
Transfer dispatch:
Trips, trip stops, Vehicles. Trips run Requested, Approved, Scheduled, in progress, Completed or Cancelled; vehicles are Available, Assigned or Maintenance.
Delivery evidence and documents:
Delivery evidence, transport documents. Evidence is Pending, Confirmed or Disputed; documents name the person in verified by.
Trip charges:
Trip charges, exchange rates. Charges are Draft, Approved or Invoiced; exchange rates are read-only with an effective date.
Every table, by feature
- Charter fleet2
- Charter bookings4
- Crew and customers3
- Transfer dispatch5
- Delivery evidence and documents4
- Trip charges3
- Charter vessels
Charter fleet vessels with capacity, crew requirement and inspection due date.
- Charter bookings
Customer charter bookings against a vessel with a crew lead.
Linked to Charter vessels, Parties, People
- Charter bookings
Customer charter bookings against a vessel with a crew lead.
Linked to Charter vessels, Parties, People - Charter vessels
Charter fleet vessels with capacity, crew requirement and inspection due date.
- Parties
Customers, carriers and providers doing business with the charter operation.
- People
Crew, captains and staff who operate charter vessels and trips.
Linked to Users
- People
Crew, captains and staff who operate charter vessels and trips.
Linked to Users - Parties
Customers, carriers and providers doing business with the charter operation.
- Users
Users
Linked to Users
- Trips
Planned and executed transport trips with customer, vehicle and driver.
Linked to Parties, Vehicles, People - Trip stops
Ordered stops along an approved trip route.
Linked to Trips - Vehicles
Transport vehicles used for guest transfers and shore logistics.
- Parties
Customers, carriers and providers doing business with the charter operation.
- People
Crew, captains and staff who operate charter vessels and trips.
Linked to Users
- Delivery evidence
Proof of delivery captured at the end of a trip.
Linked to Trips - Transport documents
Trip documents and evidence verified by an authorized person.
Linked to People, Trips - Trips
Planned and executed transport trips with customer, vehicle and driver.
Linked to Parties, Vehicles, People - People
Crew, captains and staff who operate charter vessels and trips.
Linked to Users
- Trip charges
Charges raised against a trip, from draft through invoiced.
Linked to Trips - Trips
Planned and executed transport trips with customer, vehicle and driver.
Linked to Parties, Vehicles, People - Exchange rates
Read-only effective exchange rates for this app.
Keys and references
A charter booking references one vessel, one customer party and one crew lead from People. A trip references one customer party, one vehicle and one driver from People. Stops, delivery evidence, transport documents and charges each reference one trip. Each People record references a user account. Charter bookings and trips share the customer record, so plan the transfers for a charter by customer and dates.
Keep stable source identifiers for vessels, customers and crew, and import references by those identifiers rather than by display names. Keep stop sequence numbers as they were planned. Keep proof files and document files with the trip they belong to.
Migration order
- Load Users, then People with each person linked to their user account.
- Load Parties with their party type and email.
- Load charter vessels with passenger capacity, crew required and inspection due dates, and Vehicles with their status.
- Load open charter bookings at Requested, Confirmed or Underway, with vessel, customer and crew lead.
- Load open Trips with their trip stops, then delivery evidence, transport documents and trip charges for trips not yet invoiced.
- Reconcile open bookings, open trips and uninvoiced charges with the source, test permissions and replay the exception cases before opening the next charter week.
Set up Yacht / Boat Charter your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.