How to create a manual offer

Getting started in the booking module

Select from your main menu File management

Select files

Bkg 1

 

Select on the right bottom corner: New File

Bkg 2

 

Blanc booking screen will be populated

Bkg 3

 

Travel Party

On the right side, you have the Travel Party. System will default to 1 room with 2 adults with average age of 30.

To add more people, or children or additional room à Click on the blue buttons

To ensure system is calculating correct Children’s prices (reductions), input the correct age (for Offer stage, no birthday is needed)

Bkg 4

Main Part

Bkg 5

Booking number             Will be populated automatically

Custom status                  Will be populated automatically

Brand                                 Will be set up with default

Travel agent                     Travel Agent needs to be set up in CRM and can be populated here.

Contact                              Contact party at the Travel Agency

Traveller                            Main booking party 

It is mandatory to fill in or Travel Agent or Traveller, otherwise system will not allow you to safe your offer or booking

Manual input of service lines

Bkg 6

Service type      Hotel, Flight, Excursion… (system will populate based on your product)

Product               Input the name of your hotel

Acc                        Name of accommodation (Eg. room type)

Reg                        Board type (Eg. BB, HB..)

Q                            Number of rooms

Start                      Start date of the service

End                        End date of the service

Pax                         Which people will share this service

Price                     Will be calculated based on below input (see Purchase & Selling price)

Status                  Status of your service line (Pending, booked ok, On Request..)

 

How to save your offer

To save your offer, you need to input

  • a customer name (in the Traveller field)
                   or
  • a Travel agent

    Once done, you can save your offer by selecting ‘File status’ button, Quotation (offer)

    Bkg 9

     

    If all input has been validated and correct, system will populate your next available Number