Help Center

Welcome to the Aries Data CRM Help Center. This page provides information about all the features and functionality available in the CRM system.

The Home page is the landing page of the CRM system. It provides an overview of the system's purpose and main features.

What you can do:

  • View a brief introduction to the CRM system
  • Access other sections of the CRM through the navigation bar

The Operators section allows you to manage bus group tour operators and hotels.

Operators

What you can do:

  • View a list of all operators
  • View detailed information about each operator
  • Create new operators
  • Update existing operators
  • Delete operators
  • View operator history and hotel interests
Hotels

What you can do:

  • View a list of all hotels
  • Create new hotels
  • Update existing hotels
  • Delete hotels

The Bookings section allows you to manage bookings made by operators.

What you can do:

  • View a list of all bookings
  • View detailed information about each booking
  • Create new bookings
  • Update existing bookings
  • Delete bookings

The Reports section allows you to generate and view various reports about bookings and sales activities.

What you can do:

  • View a list of all reports
  • Filter reports by type, start date, and end date
  • View detailed information about each report, including charts and graphs
  • Create new reports
  • Update existing reports
  • Delete reports
  • Export reports as CSV or PDF files

Report Types:

  • Booking Summary: Shows booking statistics by month
  • Sales Summary: Shows sales activity statistics by month

The Sales section allows you to manage sales activities and hotel pricing.

What you can do:

  • View a list of all sales activities
  • View detailed information about each sales activity
  • Create new sales activities
  • Update existing sales activities
  • Delete sales activities
  • Export sales activities as CSV files
  • View hotel pricing information
  • View hotel overview with filtering options

The Admin section provides access to administrative functions.

Django Admin

What you can do:

  • Access the Django admin interface
  • Manage users, groups, and permissions
  • Manage all database models

Note: This section is only accessible to superusers.

Import CSV

What you can do:

  • Import data from CSV files into the Operators, Bookings, or Sales models

Note: This section is only accessible to superusers.

The User Authentication section allows you to register, log in, and log out of the CRM system.

What you can do:

  • Register: Create a new user account. After registration, you'll need to confirm your email address by clicking the activation link sent to your email.
  • Login: Log in to the CRM system with your username and password.
  • Logout: Log out of the CRM system.

Need More Help?

If you need additional assistance, please contact the system administrator.