Contracts and transits

Contract types

Type	Use
Mooring: annual, seasonal, monthly or period	a berth (or space in a dynamic area) for a period, with an instalment plan
Transit	stay by nights, from the desk, the online page, the API or a channel
Dry storage	boat on land in a yard or shed (Dry storage)
Charter	a charter company’s fleet rotating over a set of berths for the season

Each contract has a sequential number per marina, type and year, keeps the price snapshot and can include services (parking space, flat-rate utilities). Every state change is recorded in the activity log.

From inquiry to contract

1. Inquiry (Richieste): every request for a berth (phone, email, desk, online) with boat or sizes, period and outcome. Unmet inquiries feed the lost demand report.
2. Quote (Preventivi): created from the search in Vista operativa or from the customer card, with up to three price alternatives, validity and terms. Optionally it holds the berth as an option until it expires. It is sent by email with a PDF and a link.
3. Acceptance: from the panel or from the customer’s link, where the customer picks the alternative, completes the data, signs and pays the deposit. Porto checks again that the berth is free, creates the contract and the instalment plan and, when needed, the signature request.
4. Activation: on signature (or on the “signed on paper” confirmation) the contract becomes active and the charge for the first instalment or the deposit is created.

Contract states: draft → awaiting signature → active → expired, renewed or terminated; it can be suspended for arrears according to the marina’s rules.

During the contract

• Addendum: added service, parking space, price change, with its own effective date, document and signature; the original contract does not change.
• Change of vessel with a fit check and a new price if the price depends on the boat.
• Withdrawal with a date, refund or penalty calculation and an adjustment charge.
• Night release: an annual contract can release the nights when the boat is away, which the marina can resell to transits under the contract’s rules.

Transits

A transit occupies the nights from arrival to departure, excluded. Main states: held → pending payment → confirmed → arrived → departed, or cancelled, no-show, expired or awaiting approval (for online bookings that require it). From the card you extend or shorten the stay, with a new price and an additional or adjustment charge. At the desk a transit can be recorded and paid at departure in one step.

Charters

A charter contract is in the name of a company and covers its fleet on a set of berths for the season, with a changeover day and nights with boats away. The fleet’s boats rotate over the contract’s berths with no new contracts.

Instalments

The instalment plan comes from the payment terms (deposit, instalments on fixed dates or at intervals, SEPA direct debit) and always adds up exactly to the total. On its issue date each instalment becomes a charge, with the payment request if configured. Scadenzario (Instalments) shows instalments by period and state, with bulk actions (charge now, remind).

Waiting list

Lista d’attesa holds requests for an annual berth by size and group, in date order. When a compatible berth frees up, Porto proposes the first in the list to the office.