Operational delivery evidence
Turn sales information into event-day instructions
Planellio carries booking, venue, package, equipment, staffing, timing and document information into job sheets and function sheets. This reduces the need to rebuild delivery paperwork after the sale.
Reusable asset, package and package-option pick lists can flow into a booking job sheet and scale quantities for the booking. The recorded process still depends on accurate data and staff following the handover: Planellio does not provide barcode or RFID scanning, a stock-movement ledger, physical warehouse verification, live vehicle tracking or automatic route optimisation.
Job-sheet content
A job sheet can bring together the information needed to prepare and deliver the event.
- Client, event and venue details
- Packages, extras and assigned equipment
- Reusable asset or package pick lists with scaled quantities
- Staff, timings, notes and specialist layouts
Specialist handovers
Specialist services can contribute their own requirements to the same operational record.
- Dancefloor size, panels, edging and floorplan
- Light-up-letter phrase requirements
- Photo booth planning and attendant details
- Picking lists and setup information
Calendars, vehicles and files
Operations remain visible across global, asset, staff and venue calendar contexts.
- Global and asset calendars
- Roster duties and availability
- Vehicle and driver booking assignments with overlap checks
- Shared files and iCal subscription feeds