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Extended profiles of employees
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You can specify this information in the profile of an employee and copy it to the reservations for further management accounting. Besides, you can use it for setting the rules and terms of the corporate policy
and authorization procedures.
Custom fields
To configure custom fields for a corporate client,
In the list of corporate clients, click a corporate client of your choice.
In the client profile, go to the Settings tab and click Custom fields.
On the Custom fields tab, click Create. The New Custom Field window appears:
In the new custom field window the configuration is realized through 3 steps:
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6. If you select the Deactivate not found values check box, the system verifies the user data that is not updated during the import. If such an employee is found in the system, the record about this user is marked as inactive, while the Dismissed [Date] text is added into the log-file.
7. In the Upload file form, click Add, browse to the document you want to upload and click Upload.
8. Click Save. The data from the file is imported to the system. The XSL-file appears in the list of documents.
After importing you can download the log-file that contains a list of the updated fields or rejected records with reasons of the rejection.
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In the Navigation menu, point to Clients, and click Corporate clients.
Select a corporate client of your choice and click Corporate policy.
On the Corporate policy tab select the service for which you would like to
configure corporate conditions, and click it to expand the form.Click Create. The New Rule window appears:
Further steps consider setting corporate policy rules for booking hotels.
5. Specify the data in the following blocks:
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Click Violation of corporate policy to expand the form.
Click Create. The New violation reason window appears:
In the New violation reason window, specify the code, select the product for which the reason will apply and type the reason itself.
Click Save.
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Go to the Reports menu.
In the Corporate services reports section, opposite the Corporate policy
violation, click Run report.
The report is generated, where you can view the details on the cases of violation.
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On the Navigation menu, point to Clients, and click Corporate clients.
Select a client of your choice and go to the Approval tab.
On the Approval tab, click Create. The New Approval Schema window
appears:
In the New Approval Schema window, click Edit.
Fill in the required information. Among others, pay attention to the following
blocks:User conditions: In the User conditions block specify the users for whom the approval is
needed.Reservation conditions: In the Reservation conditions block restrict the reservations for which the
approval is needed.Approval persons: Appoint the person(s) who will have the rights to approve the reservations.
Allowable price increase: Specify the amount by which the price for a service can be raised after
approval.
Click Save.
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On the Clients menu, click Corporate clients.
Click the required client profile.
Go to the Contract tab and then to the Airline tripartite agreements tab.
On the Airline tripartite agreements tab, click Air tickets sectionand Edit to upload an
agreement for regulating air fares.Click Upload. The Configuration for airline tripartite agreement window
appears:
Click Add, browse to the XLS/XLSX file you want to upload, and click Upload.
Click Save.
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On the Clients menu click Corporate clients.
Click the required client profile.
Go to the Contract tab and then to the Airline tripartite agreements tab.
On the Airline tripartite agreements tab, click Hotels section and Edit to upload an agreement for regulating accommodation prices.
Click Add. The Direct contract with suppliers appears.
Select the Supplier and enter the specific code.
Click Save.
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