What the Entry panel is
The Entry panel is the first screen you see when you log in to Orbis Web. It brings your agency's key indicators together in one place and takes you, in a single click, to the list behind each figure.
| Area | Where it is | What it is for |
|---|---|---|
| Top bar | At the top, full width | Hiding the menu, logging out, downloads, system messages, the date and your user configuration. |
| Main menu | Dark column on the left | Reaching every Orbis Web screen, grouped by area. |
| Panel header | Top band of the content | Greeting, company, branch, date and your shortcuts. |
| Widgets | Cards below the header | Figures for production, collections, payments, cash, pending invoicing, trips, PNRs and expenses. |
| Support and compliance | At the bottom of the page | Support phone number, remote control, tickets and the Verifactu responsibility declaration. |
4 steps to get the most out of the panel
Step by step
- Log in to Orbis Web: the Entry panel opens. If you are on another screen, click Orbis Web at the top left.
- Check the Active view and, if the data is not up to date, click Reload widgets.
- Read the headline figure and the period of each widget.
- Click View details on the widget you want to analyse.
What do you want to do?
Top bar
What it is for
It gives you access, from any screen, to the general functions: going back to the home screen, logging out, downloads, system notices and your user configuration.
When to use it
To retrieve an exported file, read a notice from Pipeline, check your configuration or log out at the end of the day.
Step by step
- Click the menu icon (three lines) to collapse or expand the side menu, or click Orbis Web to go back to the Entry panel.
- Click Go out to log out.
- Click Download Manager to retrieve the files you have exported.
- Click the megaphone icon (Mensajes del sistema, the system messages) to read the published notices.
- Click User configuration, below the company name, to review your user details.
| Item | What it does |
|---|---|
| Menu (three lines) | Collapses or expands the side menu to make more room. |
| Orbis Web | Takes you back to the Entry panel. |
| Go out | Logs you out. |
| Download Manager | Gathers the files generated by exports and reports. |
| System messages (megaphone) | Shows the notices published for users. |
| Date | The working date for your session. |
| Company and User configuration | The company, branch and user you are logged in with; the link opens your configuration. |
Active view and Reload widgets
What it is for
Active view picks the set of widgets that matches your role: Salesperson, Management or Administration. Reload widgets recalculates the figures with the latest data.
When to use it
Switch view when you want a different perspective (your own sales, the overall picture or administrative control). Reload after recording collections, payments or invoices to see their effect.
Step by step
- Click Active view, at the top right of the panel.
- Choose Salesperson, Management or Administration. The current view is ticked ✓.
- Click Reload widgets if you want to update the figures without leaving the panel.
Shortcuts
What they are for
They are buttons in the panel header that open the screens you use most in a single click, without going through the menu. By default you will see Files and Customers.
When to use them
When you open the same screens every day, for example Daily cash desk, Collection Control or Extract of Services.
Step by step
- Click Edit shortcuts, at the top right of the panel header: edit mode is switched on.
- In the menu, expand the group and click the Add to shortcuts pin next to the option. The options you already have show a ✓.
- To remove a shortcut, click its Remove button (×) in the header.
- Click Exit edit mode when you have finished.
My production
What it is for
It summarises your activity as a salesperson over the last twelve months: files, services, bookings and the profit generated.
When to use it
To track your sales targets or prepare for a results meeting.
Step by step
- Read the headline figure: your production for the period.
- Check the period below the title.
- Click View details to open Production Reports › Sellers for that period.
| Figure | What it shows |
|---|---|
| Files | Files in which you are the salesperson. |
| Services | Services included in those files. |
| Bookings | Associated bookings. |
| Profit | Production profit generated. |
Annual profit
What it is for
It compares this year's production profit with last year's and shows the difference as an amount and as a percentage, with a bar chart.
When to use it
To see whether the business is growing compared with last year and to prepare forecasts.
Step by step
- Read the difference as an amount and the badge with the percentage change.
- Compare Current year and Previous year; the widget's bar chart shows the same thing visually.
- Click View details to open Production Reports › Global.
Pending collections
What it is for
It shows how many documents are awaiting collection and their amount by currency, with the total converted to euros.
When to use it
To plan your collections and chase customers before the debt gets old.
Step by step
- Read the total number of documents awaiting collection.
- Review the breakdown by currency and the Total converted to EUR.
- Click View details to open Collection Control filtered by that period.
Supplier payments
What it is for
It tells you how many services have supplier payments due over the next month, with the cost amount, what has already been paid and what is outstanding.
When to use it
To plan your cash flow and make sure no supplier is left unpaid before the trip departs.
Step by step
- Read the number of payments due in the period.
- Compare Cost amount, Amount paid and Outstanding Amount.
- Click View details to open Extract of Services with those services.
Daily cash desk
What it is for
It shows the cash balance and the day's movements: inflows, outflows and the number of transactions.
When to use it
At the start and end of the working day, to balance the office cash desk.
Step by step
- Read the cash balance.
- Review the day's Inflows, Outflows and Transactions.
- Click View details to open Daily cash desk and see each movement.
Files not invoiced
What it is for
It counts the files awaiting invoicing and the amount you have blocked, flags how old they are and lists the files with the highest retention.
When to use it
Every day, especially when the Urgent label appears: invoicing on time avoids mismatches and late collections.
Step by step
- Read the number of files, the blocked amount and whether Urgent appears.
- Review the Age and the Longest delay.
- Look at the Files with highest retention list: code, customer, amount and days late.
- Click View details to open the Files list filtered to those awaiting invoicing.
Upcoming trips
What it is for
It gathers the files and groups departing over the next month and shows the next departure date for each type.
When to use it
To check documents, payments and vouchers before your customers travel.
Step by step
- Read the total number of departures and how they split between files and groups.
- Look at the Next departure in each block.
- Click View details in the Files block to open Summary of Files, or in the Groups block to open Group Summary.
PNR statistics
What it is for
It counts the PNR captures issued over the last twelve months, with their amount, and breaks them down by source (Amadeus, Vueling, Renfe…) and by transfer status.
When to use it
To spot captures that have not yet been transferred to files and avoid tickets going uninvoiced.
Step by step
- Read the total number of captures issued and their amount.
- Click the source you want to review, for example AMADEUS.
- Compare Not Transferred and Transferred: the ones not transferred are not yet in a file.
- Click View details to open PNR control.
Expected expenses
What it is for
It warns you about services whose amount will become a non-cancellable cost within the next seven days.
When to use it
To confirm with the customer or cancel in time, before the agency has to bear the cost.
Step by step
- Read the number of services affected and the amount.
- Check the period: the next seven days.
- Click View details to open Extract of Services with those services.
Support and compliance
What it is for
At the bottom of the panel it brings together the support phone number and hours, the remote control download, the ticket system and the Verifactu responsibility declaration.
When to use it
When you need help from Pipeline or have to look up the invoicing system's responsibility declaration.
Step by step
- Call the Assistance phone number during the hours shown.
- If the technician asks you to, click Download remote control so that they can connect to your computer.
- Outside opening hours or for non-urgent queries, click Open a ticket with the support team.
- Click Responsibility declaration to view the Verifactu document.
Best practices
Start the day on the panel
A quick look at Pending collections, Files not invoiced and Upcoming trips tells you what to deal with first.
Use the right view
Salesperson for your own activity, Management for the overall picture and Administration to keep control of collections, payments and cash.
Tailor your shortcuts
Pin only the screens you use every day; with three or four shortcuts the header stays tidy.
Reload before deciding
If the panel has been open for a while, click Reload widgets before making decisions based on its figures.
- The daily cash desk balances with the office's movements.
- There are no urgent files awaiting invoicing that you could deal with today.
- The day's PNR captures have been transferred.
- You have reviewed the expected expenses for the week.
- You have logged out with the Go out button.