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Ezi2TravelUmrah Package Agency · ERP System

Trips, participants and invoices in one place.

A web system for internal staff to run daily operations: trip planning, participant management, quotations, invoices and accounting.

Client
Ezi2Travel
Industry
Travel & Umrah packages
We built
Web-based ERP for staff
Language
Bahasa Melayu interface
Ezi2Travel · Umrah Travel Agency ERP
Ezi2Travel umrah travel agency ERP screen
Group A40/40 · PenuhInvoiceFully paidJumlah JualanBulan semasa
In short

Potadot built a web-based ERP system for Ezi2Travel, an umrah package travel agency. Staff manage trips and seat availability by group, participant records, bookings, quotations that convert into invoices, cash sales, payment vouchers and accounting reports in one system, with the interface in Bahasa Melayu for the team that uses it every day.

Before

Every trip lived in its own spreadsheet.

Participants were tracked in colour-coded spreadsheets, one per trip, with separate sheets for meals and rooms in Mekah and Madinah. Seats, payments and invoices were matched up by hand, and month-end reports meant pulling numbers from all of them.

  • A spreadsheet per trip, coloured by status
  • Seats and participants counted by hand
  • Quotations and invoices prepared separately
  • Accounting figures pulled from several files

Participants’ names are blurred to protect their privacy.

Before: Participant and room spreadsheets per trip
Participant and room spreadsheets per trip
Real records, before the system
Walkthrough

Inside the system.

Scroll through the screens the staff use every day. The highlight shows what to look at on each one.

01/04

The day starts on one dashboard

Sales for the current month, quotations converted into invoices, and products running low, as soon as staff log in.

  • Dashboard
  • Bahasa Melayu
The day starts on one dashboard
02/04

Seats per group, always current

Trips are listed by group with travel dates and seats taken, so staff see at once which groups are full (Penuh) and which still have seats (Tersedia).

  • Trips
  • Seat availability
Seats per group, always current
03/04

Invoices ready to print

Quotations turn into invoices with the package details filled in. Payment status sits on the invoice, and payment and printing are one click away.

  • Quotation → invoice
  • Payments
Invoices ready to print
04/04

Accounting without the month-end hunt

Pick a date range and staff member to see sales, invoices, cash sales, payment vouchers, refunds and quotations together.

  • Accounting report
  • By date + staff
Accounting without the month-end hunt
Ezi2Travel
The day starts on one dashboardThis month at a glance
Seats per group, always currentSeats: full or available
Invoices ready to printFully paid
Accounting without the month-end huntAll totals in one report
Before / after

Same business. Different day.

Drag the handle to see the records the team used before, next to the system they use now.

Before: participant spreadsheets
After: travel ERP dashboard
BeforeAfter

Drag to compare · spreadsheets → one dashboard

Modules

What the ERP covers.

Every module was designed around how Ezi2Travel already worked, then connected so data is entered once.

01

Trips (Perjalanan)

Groups, travel dates and seats taken per trip.

02

Customers (Pelanggan)

Participant records instead of a sheet per trip.

03

Bookings

Seats booked against each group.

04

Quotations → invoices

Quotes convert into invoices with the package details.

05

Cash sales & vouchers

Cash sales, payment vouchers and refunds recorded.

06

Products & inventory

Stock levels with low-stock alerts on the dashboard.

07

Accounting reports

Totals by date range and by staff member.

08

Agent commission

Commission tracking for agents.

Outcome

What changed.

BeforeAfter

A colour-coded spreadsheet for every trip

Every trip and group in one list

Seats counted by hand

Seats taken and full or available shown per group

Quotations and invoices typed separately

Quotations convert into invoices

Month-end numbers pulled from several files

Accounting report by date range and staff

More screens

Swipe or drag to scroll · tap a screen to enlarge

Ezi2Travel staff portal login
Ezi2Travel staff portal login
Trips by group with seat availability
Trips by group with seat availability
Invoice details, ready to print
Invoice details, ready to print
Accounting report
Accounting report
Dashboard
Dashboard
How we built it

Same process, every project.

Every Potadot project starts by understanding the client's situation before anything is designed. See all seven steps

  1. 1

    Requirement gathering

    Went through the trip spreadsheets, meal and room sheets, and how quotations became invoices.

  2. 2

    System design

    Designed screens around trips and groups, in the language the staff work in.

  3. 3

    Build with demos

    Built trips, customers and invoicing first, then accounting reports, with demos along the way.

  4. 4

    Training and support

    Trained the staff, launched, and supported the system after go-live.

Questions

About this project.

Have a similar situation? Tell Ricky how your business runs today on WhatsApp at +6011-1142 1029.

What did Potadot build for Ezi2Travel?

A web-based ERP system for internal staff. It manages trips and seat availability by group, customers and bookings, quotations that convert to invoices, cash sales, payment vouchers, refunds, agent commission and accounting reports, with the interface in Bahasa Melayu.

Can a travel agency system show seat availability per trip?

Yes. Each trip is listed by group with travel dates and seats taken against capacity, and is marked full (Penuh) or available (Tersedia) automatically.

Can Potadot build a system in Bahasa Melayu?

Yes. We build the interface in the language your team works in. Ezi2Travel's system uses Bahasa Melayu throughout, from the dashboard to the accounting reports.

Let's talk

Your business could be the next one here.

+6011-1142 1029 sales@potadot.com.my potadot.com.my