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Ranlanka CRM documentation — pre-release, subject to change.
FeaturesBookings & Operations

Bookings & Operations

Visa pipeline

Visa requests move through a defined state machine: new inquiry → pending documents → embassy processing → approved/rejected. Requests capture entry type (single/multiple entry, transit) sourced from a shared lookup table.

Flight bookings

Flight requests are created and tracked against a customer, moving through their own status lifecycle including issued tickets.

Ticket cancellation & reschedule

  • Cancellation — staff can cancel an issued ticket with a manual cancellation fee, refund amount, and reason (a judgment call per booking, not a rules engine); the cancelled state is shown inline on the case.
  • Reschedule — staff can change a ticketed booking’s flight date, with a reason field. The full change history (previous date, new date, who, when) is kept server-side.

Task tracker

  • Admins see an aggregated, filterable table of every ongoing case across the agency.
  • Consultants see a Kanban board of their own assigned cases.

Dashboard

The app serves a role-specific dashboard automatically on login — a high-level admin view for owners, an operational view for consultants. Core dashboard data is fetched once at login (not refetched on every tab switch), with a manual “Refresh” button on each consuming page.

Reference data

  • Lookup values — a single generic table backs job titles, departments, branches, commission tiers, employment types, and visa entry types.
  • Sequential codes — a row-locked counter table generates human-readable, prefix-based codes for employee IDs and quotation numbers.
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