---
title: "In-Yard Booking Management System"
space: "Icd tz"
url: "https://support.aakvatech.com/ICD TZ/in-yard booking-management-system"
updated: "2026-07-22"
---

# User Manual for In-Yard Booking Management System

## 1. Overview
The **In-Yard Booking Management System** is a module within **Frappe ERPNext** designed to manage container bookings within the yard. It allows users to schedule, track, and manage bookings efficiently, ensuring seamless logistics operations within the facility.

## 2. Key Features
- **Booking Registration:** Assigns a unique booking ID to each record.
- **Booking Date and Time:** Captures booking timestamps for accurate tracking.
- **Container Linkage:** Associates each booking with a specific container.
- **Cargo Description:** Records detailed cargo information.
- **Customer and Clearing Agent Management:** Links bookings to respective customers and agents.
- **Inspection Location Selection:** Allows users to choose a predefined inspection location.
- **Grid-Based Editing:** Enables quick and efficient data entry.

## 3. Pre-Requisites
Before using this module, ensure the following:
- **ERPNext and Frappe Installed** (v13 or later recommended).
- **User Roles Configured** (System Manager or Booking Manager must have necessary permissions).
- **Pre-Registered Containers** (Containers should be available in the system before booking).
- **Clearing Agents and Customers Set Up** (Ensure agent and customer data is recorded for selection).

## 4. Step-by-Step Usage
### Step 1: Creating a New Booking
1. Navigate to the **In-Yard Booking** list.
2. Click **New** to add a new booking.
3. Fill in the required details:
   - *Booking ID, Date, Time, Container Number, Cargo Description, Customer, Clearing Agent, and Inspection Location.*
4. Click **Save** to store the booking.

### Step 2: Editing an Existing Booking
1. Navigate to the **In-Yard Booking** list.
2. Click on the record to edit.
3. Modify the necessary fields and click **Save**.

### Step 3: Searching and Filtering Bookings
1. Use the search bar to locate a booking using fields like *Booking ID, Container Number, or Customer Name*.
2. Apply filters to refine results based on *Date, Inspection Location, or Clearing Agent*.

## 5. Troubleshooting (Common Errors and Resolutions)
| Error | Cause | Solution |
|-------|-------|----------|
| *Booking ID cannot be empty* | Missing required field | Ensure the Booking ID is entered before saving |
| *Container Number not found* | Invalid container selection | Verify that the container exists in the system before linking |
| *Invalid booking time* | Incorrect time format | Ensure the time format is entered correctly (HH:MM:SS) |
| *Customer or Clearing Agent not selected* | Missing associations | Select the appropriate customer and clearing agent before saving |

## 6. User Roles and Permissions
### Roles Available:
- **System Manager:** Full control (create, edit, delete, and manage bookings).
- **Booking Manager:** Can create and modify bookings but cannot delete them.
- **Read-Only Users:** Can view bookings but cannot edit or modify them.

### Permissions Matrix
| Action | System Manager | Booking Manager | Read-Only |
|--------|---------------|-----------------|-----------|
| Create Booking | ✅ | ✅ | ❌ |
| Edit Booking | ✅ | ✅ | ❌ |
| Delete Booking | ✅ | ❌ | ❌ |
| View Booking | ✅ | ✅ | ✅ |

## 7. Key Notes
- Ensure all **required fields** are filled before saving a booking record.
- The **search function** enables filtering based on *Booking ID, Container Number, and Customer Name*.
- Properly link bookings to the relevant **Container** for accurate tracking.
- **Editable grid** functionality allows for bulk data entry for large-scale bookings.

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This manual serves as a complete guide to managing **In-Yard Booking** records in ERPNext. For further assistance, contact the **System Administrator** or refer to **Frappe Documentation**.

