Setting up a Tide Account.

Configure account properties

General
Address data
E-mail
Settings
Standard products

Next

General

These fields will allow you to set the main company data such as Name, VAT number, Phone,...

Field	Description	Mandatory
Name	The name of your company	Yes
VAT number	The VAT number	No
Fixed phone	The main phone number	No
Fax machine	The number of the fax machine	No

Address data

This section will enable you to configure the company's address data.

Field	Description	Mandatory
Street & Number	The street and number of your company's address	No
Postal Code & City	The postal code & city where your company is located	No
Country	The country where your company is located	No

Email

In this section, you can configure all the general Email Addresses and Templates that will be utilized in their specific processes. Please note that the templates must be created prior to configuration.

For guidance on creating email templates, refer to the article titled "Create Email Templates." If you require further assistance, feel free to reach out to our support team.

Field	Description	Mandatory
Request handling email *	Email address from which availability request will be sent	No
Invoice email *	Email address from which invoices will be sent	No
Email for travelers *	Email address from which clients will be contacted.	No
User email	Email address from which tide users will be sent	No
Member email	Email address from which communication to members will be sent	No
Email template request *	Template that will be used to request availability with the supplier for products that are on request.	No
Email template confirmation *	Template that will be used to confirm to booking with the supplier (IDM process).	No
Email template modification *	Template that will be used to inform the supplier that the booking has been changed.	No
Email template cancellation *	Template that will be used to inform the supplier that the booking has been cancelled.	No
Email template user creation	Email template that will be used to when creating a new Tide user	No
Email template user password reset	Email template that will be used to reset the password of a Tide user	No
Email template member confirmation	Email template that will be used for the IDM/B2B account activation mail that will be send to the supplier.	No
Email template member password reset	Email template that will be used for the IDM/B2B account password reset mail that will be send to the supplier.	No
Email template member portal password reset	Email template that will be used for the client portal account password reset mail.	No
Email in destination manager reply	Email template that will be used to handle the response of the Supplier	No
Email template base *		No

Fields with an asterisk (*) can also be customized within each business unit.
Fields without an asterisk are restricted to configuration at the Account level only.

Settings

In this section, we will configure essential financial and administrative settings.

Below the table, we provide detailed explanations for some of the more complex fields.

Field	Description	Mandatory
Authorization reports	This will managed a system engineer	No
IBAN	International Bank Account Number used to receive payments.	No
SWIFT	Bank Identifier Code (BIC) used for international wire transfers.	No
License		No
Standard sales currency	Default currency used for issuing invoices and processing sales.	No
Payment terms	Default agreed-upon conditions outlining when and how payment should be made. For more information see Set up Payment Terms	No
Cancellation Policy	Default rules and fees that apply when a booking or service is canceled.	No
Commission excludes VAT	Indicates whether the commission base amount should be with included or excluded VAT	No
Margin excludes VAT	Indicates whether the margin is calculated excluding VAT	No
Pax order price calculation	The order of the passengers that should be used when calculating the price	No
File status when hotel on request.	The status the file should get when a hotel product is on request.	No
Locale language	The regional setting	No
Invoice payment reference	The payment reference format you would like to use on the corresponding documents	No
File numbering	Configure the format of the file numbering	Yes
Invoice numbering		Yes
Credit Note numbering		Yes
Supplier payment numbering		Yes
Self billing numbering		No

Pax order price calculation

The order of the passengers that should be used when calculating the price,
possible values:

Adults, then children as input
Adults, then children from old to young
Adults, then children from young to old

File status when hotel on request.

The status the file should get when a hotel product in the file, is on request. If the "Standard" option is chosen, the file status will not be altered and will stay as is.
Possible values to chose from.

-- Standard --
Booking
Canc. by client
Canc. by you
New
Option
Quotation

Invoice payment reference

Inherit:
- depending on the configuration inherits this setting from either Account or
  parent Business Unit
[DossierNumber]:
- the booking number will be used as payment reference
[Invoice number][File number][First letters of main booker's last name]:
- Custom reference format
Structured payment reference (OGM)

The Structured Payment Reference (OGM) is a specific format used to create a standardized reference for payments associated with bookings. This reference helps in the easy identification and reconciliation of transactions, ensuring accuracy and efficiency in financial processes.

Numbering

Set the format of the numbering system you would like to adopt in Tide.

Applicable to all numbering format configurations in Tide such as File numbering, invoice numbering, Credit Note numbering, Supplier numbering and Self billing numbering.

The numbering format configuration consist of 3 parts viz.

Prefix: A desired fixed prefix that can be assigned at the beginning
Start number: The initial number at which the numbering sequence begins.
Suffix: A desired suffix that can be assigned at the end

Standard products

Standard products are specific products that can be configured so they will always be added to each file that is created. This is the highest level where a standard product can be configured.

This section requires you to have a product, so this will be configured - when your businness benifits from it - in a later stage.

Next steps

So congratulations, you just finished setting up you account. Let's dive into the next chapter Business units