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IDEN
Hajj & Umrah Travel Management

XERPIUMTRAVEL

Complete ERP Solution for Hajj & Umrah Travel Agencies — Packages, Pilgrims, Departures, Documents, Equipment, Accounting

6Module
14Model
15Dashboard KPI
180COA Accounts

Hajj & Umrah Travel Management Ecosystem

XERPIUM TRAVEL is a complete ERP solution for Hajj & Umrah travel agencies — from packages, pilgrim registration, departures, documents, equipment, to accounting & real-time dashboards.

📅
PACKAGE
Regular, Plus, VIP
👤
PILGRIMS
Registration & Documents
✈
DEPARTURE
Departure & Return
💰
PAYMENT
Down Payment, Installments, Paid in Full

Data Master Travel

🏠

Hotels & Flights

  • Makkah & Madinah Hotels — 2-5 stars, distance to mosque (meters), facilities, room capacity
  • Airline — Garuda Indonesia, Saudi Airlines — flight number, type (go/return/both)
  • Route — Origin (Jakarta/Surabaya), destination (Jeddah/Madinah), transit, duration
  • Seat — Economy & business, quota per flight
  • Display — "Garuda Indonesia GA-981 (Jakarta → Jeddah)"
📖

Packages & Facilities

  • 3 Package Types — Regular, Plus, VIP — with day duration & quota
  • Hotel per Package — Different hotels for Makkah & Madinah, number of nights each
  • Price per Room — Quad (4 pax), Triple (3 pax), Double (2 pax), Single (1 pax)
  • Facilities — Visa, ticket, hotel, muthawwif, transport, catering, insurance, ziarah, manasik
  • Equipment — Template per package: suitcase, ihram, prayer garment, uniform, guidebook
👤

Pilgrims

  • Identity — 16-digit ID number, place/date of birth, age, gender, education, occupation
  • Passport — No., validity, status (valid/expiring/expired) — auto-check 6 months
  • Visa — No., issue date, expiry date — automatic tracking
  • Mahram — For female pilgrims, link to male mahram
  • Health — Blood type, rhesus, height/weight, wheelchair, special diet
  • Emergency Contact — Name, phone, relationship
📝

Documents

  • 9 Document Types — ID card, Passport, 3x4 Photo, Vaccine Certificate, Marriage Certificate, Birth Certificate, Family Card, Health Certificate, Others
  • Upload — File attachment, expiry date tracking
  • Workflow — Pending → Approved / Rejected — user & timestamp verification
  • Re-Verification — Reset to pending if revision is needed
  • Document Status — Computed: document_complete (KTP + passport + photo + vaccine approved)
  • Constraint — Unique per doc type per pilgrim
📷
Screenshot: Travel Master Data
Hotels, Flights, Packages, Pilgrims, Documents, Equipment

Departure & Return

Departure Workflow

Preparation
→
List
→
Full
→
Departed
→
Return
→
Completed

Departure

  • Auto Code — KEP/YYYY/NNNN, per year
  • State — Draft → Open → Full → Departed → Returned → Closed + Cancelled
  • Dynamic Stage — 8 stages: Preparation, Registration Open, Full, Document Verification, Departed, Returned, Completed, Cancelled
  • Quota — From package, used (confirmed SO), available, %
  • Tim — Group leader hr.employee, guides/muthawwif many2many
  • Flights — Go flight & return flight (can differ from the package)

Registration (Sale Order)

  • Package & Departure — Select package, select departure, room type
  • Auto Price — Automatic price from the selected room type
  • Quota Check — Validate quota availability on confirmation
  • Payment Schedule — Auto-generate 3 terms: 30% down payment, 40% installments, 30% settlement
  • Invoice — One-click invoice per term, total invoiced/paid/remaining tracking
  • Document Status — Automatic flag from pilgrim document completeness

Payment Schedule

  • 3 Term Default — 30% DP, 40% Installment 2, 30% Settlement (configurable)
  • Auto Generate — When SO is confirmed, the payment schedule is created immediately
  • State — Pending → Invoiced → Paid (synced from payment invoice)
  • One-Click Invoice — Create an invoice per term in one click
  • Overpayment Prevention — Validation: total must not exceed package price

Purchase Integration

  • 4 PO Types — Makkah Hotel, Madinah Hotel, Flight, Visa
  • Wizard — Auto-fill vendor from hotel, auto-fill line qty from pilgrim count
  • Duplicate Prevention — Cannot create the same PO type twice
  • PO Tracking — Purchase count & status per departure
  • Auto Lines — Automatic product description with departure context
📷
Screenshot: Departures & Registration
Form Departure, Dynamic Stage Kanban, Sale Order, Payment Schedule, Purchase Wizard

Equipment & Distribution

📦 Equipment Templates

  • Per Package — Different equipment template per package type (Regular/Plus/VIP)
  • 15+ Item — Suitcase, tote bag, passport bag, ihram cloth (men), prayer garment (women), batik uniform, guidebook, sandals, money belt, ID card, spray, first aid kit
  • Gender-Aware — Men get ihram, women get prayer garments — automatic filter
  • Clothing Size — S, M, L, XL, XXL, XXXL — per pilgrim

🚚 Equipment Distribution

  • Auto-Generate — From confirmed SOs per departure → lines automatically
  • Workflow — Draft → Confirmed → Packed → Distributed → Cancelled
  • Stock Picking — Delivery order outgoing, auto-reduce inventory
  • Product Summary — Aggregate qty per product variant for packing
  • Per Pilgrim — Distributed flag per pilgrim, individual tracking
  • Report — Print equipment distribution list

📄 Reports

  • Manifest Report — Full passenger manifest: flight, hotel, team, room summary, gender summary, document status
  • Payment Report — Per pilgrim: payment status, total, %, summary (paid/partial/unpaid), revenue realization
  • Equipment Report — Product summary: qty needed/distributed, per-pilgrim item listing, acceptance status
  • Bilingual — Reports in Indonesian & English

🔔 Auto Reminder

  • Passport Expiry — Daily cron: check passports expiring ≤6 months, send email notification
  • H-30 Reminder — Departure reminder D-30 via email
  • H-7 Reminder — Departure reminder D-7 via email
  • Document Approved — Notification when a document is approved
  • Document Rejected — Notification when a document is rejected with notes
📷
Screenshot: Equipment & Reports
Equipment Distribution, Manifest Report, Payment Report, Equipment Report

Dashboard & KPI Travel

15 KPI tiles & charts — pilgrims, revenue, documents, passports, departures — auto-refresh every 5 minutes.

15
KPI Items
5
Chart Types
180
Travel COA Accounts

KPI Tiles

  • Total Pilgrims — COUNT of registered pilgrims
  • Total Revenue — SUM value of package SOs
  • Active Departures — COUNT of active departures
  • Pending Documents — COUNT of unverified documents
  • Passports Near Expiry — COUNT of passports about to expire
  • Complete Documents — COUNT of pilgrims with complete documents
  • Departures This Month — COUNT of departures this month
  • Rejected Documents — COUNT of rejected documents

Charts

  • Pilgrims per Package — Horizontal bar: pilgrim distribution per package type
  • Document Status — Doughnut: approved/pending/rejected
  • Departure Status — Pie: draft/open/full/departed/returned/closed
  • Registration Trend — Line chart: registrations per month
  • Revenue Trend — Area chart: revenue per month
  • Upcoming Departures — List: upcoming departures
  • Passport Status — Bar: valid/expiring/expired

Hajj & Umrah Travel Accounting

180 travel-specific accounts, 33 account groups — from package revenue to operating expenses. Balance Sheet, P&L, Trial Balance per Indonesian GAAP (PSAK) with 9 tax types.

Travel Chart of Accounts

GroupKey Accounts
11 KasPetty cash, receipts bank, operating bank
12 ReceivablesReceivables from pilgrims, corporate, travel agents
21 PayablesMakkah hotel, Madinah hotel, airline, visa
23 DeferredPilgrim down payments, deferred package revenue
41 RevenueTour packages, Hajj/Umrah, tickets, visa, handling
51 HPPHotel, ticket, visa, transport, catering costs
61 ExpensesSalaries, marketing, accommodation, maintenance, depreciation

Travel-Specific Taxes

  • PPN 11% — Standard output/input VAT
  • Income Tax Art. 23 Services 2% — Withholding for local vendors
  • Income Tax Art. 23 Services 4% — Without tax ID
  • Income Tax Art. 26 Foreign Services 20% — Foreign party (Saudi airline)
  • Final Income Tax Art. 4(2) Rent 10% — Building lease
  • PPN JKP LN Reverse Charge 12% — Overseas services
  • Bea Materai Rp 10.000 — Contract stamp duty
  • Fiscal Position — Travel/Hajj/Umrah Exempt (VAT exempt mapping)

Cross-Module Integration

Travel fully integrated with the entire XERPIUM ecosystem.

💰

Travel ↔ Accounting

  • Automatic invoice from payment schedule (down payment, installments, settlement)
  • Travel-specific COA: 180 accounts, 33 groups, 9 tax types
  • Balance Sheet, P&L, Trial Balance
📦

Travel ↔ Inventory

  • Equipment stock: suitcases, ihram, prayer garments, uniforms, books
  • Auto picking from equipment distribution
  • Lot/expiry tracking for medicine & consumables
📦

Travel ↔ Purchase

  • PO for Makkah hotels, Madinah hotels, tickets, visas
  • Duplicate prevention per type per departure
  • Auto-fill vendor & lines from departure context
👥

Travel ↔ HR

  • Group leader & muthawwif from hr.employee
  • Departure team schedule & assignment
  • Guide payroll & commission
📈

Travel ↔ Dashboard Studio

  • 15 widgets: pilgrims, revenue, documents, passports, departures
  • Registration & revenue trend per month
  • AI auto-generate dashboard
⚙

Travel ↔ Dynamic Stage

  • 8 departure stages: Preparation → Registration → Full → Departed → Returned → Completed
  • Kanban view per stage
  • Python hooks, RBAC per stage
🤖

Travel ↔ AI Assistant

  • Create pilgrim registrations via natural language
  • Check document & passport status
  • Generate manifest report via chat
🏢

Travel ↔ Multi-Company

  • Multi-branch travel
  • Consolidated financial statements
  • Shared master data for hotels & packages

Why XERPIUM TRAVEL?

AspectManual System / SpreadsheetXERPIUM TRAVEL
Packages & PricingExcel, manual calculation✓ 4 room types, auto price, quota tracking
Pilgrim RegistrationPaper forms, manual recap✓ Digital, ID number validation, passport tracking
DocumentsPhotocopies, folders, often lost✓ Upload, approve/reject workflow, expiry alert
PaymentsCash book, manual receipts✓ Auto payment schedule, one-click invoice
DepartureManual checklist✓ 8 dynamic stages, real-time quota, auto reminder
EquipmentManual splitting, often short✓ Auto generate, gender-aware, stock picking
Hotel/Ticket PurchasePO manual, double order✓ Wizard, duplicate prevention, auto vendor
AccountingManual bookkeeping✓ 180-account COA, 9 taxes, automatic GL
Dashboard✗ None✓ 15 KPI, revenue trend, document status
AI Assistant✗ None✓ 100+ tools, natural language

XERPIUM Industry Portfolio

IndustryModuleDashboardReport
Inventory & WMS275+✓✓
Manufacturing230+✓✓
Purchase105✓✓
HR & Payroll29✓✓
Aerospace10✓✓
Accounting9✓✓
University9✓✓
Distribution8✓✓
Koperasi8✓✓
Retail & POS7+✓✓
Gold Mining & Refinery7✓✓
Aviation6✓✓
Coal Mining6✓✓
Hospital & Pharmacy6✓✓
Hajj & Umrah Travel6✓✓
Logistics5✓✓
Hotel & Property5✓✓
Beauty Clinic5✓✓
Rental4✓✓
Livestock4✓✓
Fishery4✓✓
Software House4✓✓
Event Organizer4✓✓
Satellite City2✓✓
Education Foundation2✓✓
Food & Beverage1✓✓
Civil Construction1✓✓
Garment1✓✓
Agriculture1✓✓
Theme Park1✓✓
Data Center / IT1✓✓
Palm Oil1✓✓
Feedmill1✓✓
Building Management1✓✓
Auditor1✓✓
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