Skip to content

Al Huda ERP PRD (Hajj/Umrah)

Goals

  • Centralize inventory, sales, operations, finance, visa, and ticket workflows.
  • Enforce approvals and finance clearance rules before ops/ticket actions.
  • Support B2B agents to manage their own customers and bookings.
  • Provide auditability and exportable reports for compliance.

Non-Goals

  • Airline portal integrations or automated PNR issuance (Phase 2+).
  • Multi-tenant SaaS.
  • Online payment gateway (manual payments first).

Personas

  • CEO: oversight, approvals, reporting.
  • General Manager: full operational control + exceptions.
  • Sales Manager/Executive: inquiries, quotations, bookings.
  • B2B Manager/Executive: agent management, commissions.
  • Operations Manager/Executive: approvals, verification, coordination.
  • Ticket Manager: name update, holds, issuance.
  • Visa Officer: visa processing and documents.
  • Finance Manager/Accountant/Cashier: payments, clearance, receipts.
  • Admin/HR + IT Admin: users, roles, system config.
  • Auditor: read-only compliance.

User Stories

  • Sales creates quotation and converts to booking after customer approval.
  • Ops approves bookings only after finance policy is met.
  • Finance records payments and issues clearance for tickets.
  • Ticket Manager issues tickets only after clearance or GM exception.
  • Visa Officer tracks visa status with history and uploaded docs.
  • Agents can view and manage their own customers/bookings.

Core Workflows

  • Inventory -> Slots -> Travel Groups.
  • Sales: inquiry -> quotation -> booking.
  • Ops: verify -> approve -> assign group.
  • Finance: collect -> clear -> approve.
  • Visa: applied -> under process -> issued/rejected -> delivered.
  • Tickets: name update -> hold -> clearance -> issue.

Edge Cases

  • Partial payment delays ops approval.
  • Group capacity reached blocks assignment.
  • Ticket issuance blocked without clearance or GM exception proof.
  • Visa rejection triggers re-apply or refund.

Module List

  • Inventory (Airlines, Quota Blocks, Slots)
  • Groups
  • CRM/Sales (Customers, Quotations, Bookings)
  • Agents/B2B
  • Operations Approvals
  • Visa
  • Tickets
  • Hotel/Food Inventory
  • Finance/Payments
  • Communications Log
  • Reports
  • Admin & RBAC
  • Audit Logs

Out of Scope (Phase 1)

  • Airline real-time slot sync.
  • Payment gateway integration.
  • Mobile app.