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Table of Contents

The Sales settings section lays the foundation for the configuration of sales conditions of tour operator and managing contracts for B2C and B2B sales.

Managing Contracts

The relations between companies are regulated by contracts.

Contract – is a union of sales conditions that include:

  • What products should be available

  • What markup and commission should be applied

  • Whether VAT should be applied or not

  • Etc

System allows to configure different contracts for different sales channels.

...

In compliance with the type of client and cooperation, rates and marketing terms can be configured in the following ways:

  • Direct sales: these are the sales conditions that are applied if Tour Operator staff sells services directly to the tourists.

  • Web sales: these are the sales conditions that are applied for search&book via Tour Operator web site (when travelers make bookings by themselves).

  • Groups of contracts: client companies can be arranged into groups with the same contract terms set for all of them. It’s possible to create as many of such groups, as you need.

  • Individual contracts: in this case you configure individual terms with a particular client.

Contracts for different types of sales channels have their own minor specifics (e.g. Agencies may get commission while Corporate Clients not), although overall structure of them is the same and is described below.

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titleProducts

The first step of setting a contract is defining travel products which are to be sold in compliance with the contract terms. On the Products tab, specify travel products and services that fall under the regulations of a contract.

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  1. On the contract settings page, go to the Products tab.

  2. Click Edit to switch to the editing mode.

  3. Select the required check boxes.

  4. Click Save to save the changes.

If you would like to make all products available for this sales channel – then just skip this step and keep all the travel products selected.

On the other hand if your account has ability to sell different types of travel products (e.g. hotels, flights, transfers, excursions, etc.) but right now you have contracts with suppliers only for hotels – it’s highly recommended to deselect other travel products in order not to show to your clients “unnecessary” search tabs whether they further won’t be able to find anything.

Here are few examples how this setting influences the search form:

  1. In this case all the tourism services are active, which is clearly seen in the number of tabs available for search.

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  2. In this case only accommodation service is active. Thus only one tab is displayed om the search form.

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titleCalculation

In the Calculation subsection you can specify the mark up and commission calculation. The type of calculation depends on the type of the partner and the approved way of pricing:

  • Markup: a standard form of configuring prices for end-consumers (Private Clients and Corporate Clients) and for multi-level distribution via other Tour Operators (see more in + Configuring Multi-Level Distribution Chains). When you configure markup – it will be added to the Net Rate from supplier to form the sales price.
    (blue star) For example, a double room offered by supplier costs you EUR 100. With a 20% markup you can sell it to your client for EUR 120. So your profit will be EUR 20.

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  • Markup & Commission: a standard form of configuring prices for travel agencies. When you configure both markup and commission system will apply the markup in order to calculate the sales price and will additionally show the commission that Agency will get for this sale. The commission is being calculated from the total sales price.
    (blue star) For example, a double room offered by supplier costs EUR 100. With a 20% markup and 10% commission agency will see that the price for traveler is EUR 120 and the commission is 10% from the sales price. The profit of your company is “markup minus commission” = EUR 20 – EUR 12 = EUR 8.

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    ℹ You can set markups and commissions in percent or in fixed amount with the Switch button (blue star).

There are several ways to calculate a sale price in percentage and fixed amount:

  1. The calculation of a sale price in percent is always based on the full cost of the service.
    (blue star) For example the net price is EUR 100 and the markup is 20%, the total price is then calculated by the following formula: Total price = net price + markup = EUR 120.

  2. The fixed commission is calculated based on the service rate and depends on the service. Fixed commission for accommodation services is added to the price of each night, for transfer services - to the price of the whole transfer service, etc.
    (blue star) For example the room is booked for 5 nights with the net rate of EUR 100 per night and a markup of EUR 20. The total price is then calculated by the following formula: Total price = net price * number of nights + markup * number of nights = 100*5 + 20*5 = EUR 600.
    Please also pay attention that for direct sales contract setting, setting commission is unavailable.

Configuring markup

To set the rules for price calculation,

  1. Go to the contract, tab Calculation.

  2. Click Edit to switch to editing mode.

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  3. From the Currency drop-down, select the currency of contract. It’s necessary if you’re going to configure markup or commission in fixed amount (not %) or if you need to set certain currency of contract for this sales channel.

  4. Specify the mark-ups and commissions for services:

    1. If you want to set the same amount for all products, suppliers and destinations – simply put amount of markup and commission into the fields;

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    2. If you want to be more flexible and set different markup and commission based on different criteria (e.g. 10% markup for hotels and EUR 5 markup for flights) – use (blue star) to build your own hierarchy of conditions (see details below).

  5. Configure whether sales should happen in original currencies or suppliers of in fixed currency as defined in contract

  6. Click Save.

For configuration of flexible hierarchy of conditions for markups&commissions:

  1. Click (blue star) . The Adding elements window appears:

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  2. In the Adding elements window, set the first-level distinctive item, for example supplier. Select the check boxes compliant to those suppliers for whom you would like to set mark-ups.

  3. Click Apply.

  4. Specify the mark up and the mark-up and commission for each supplier appeared on the screen:

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You can add another level inside the 1st-level classification by suppliers. For example, set separate mark up for accommodation services from a particular supplier. The second-level distinctive properties include product type (accommodation, flights. tours, etc.), group of tags (private, public, etc. See more at Tags), country.

To add a second-level distinctive property,

  1. Click in the required line. The Adding Elements window appears:

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  2. From the Category drop-down, select the distinctive property, e.g. product type.

  3. Select the required check boxes.

  4. Click Apply.

  5. Specify the mark up as it was described above.

You can add more levels of distinction. For example, further specify the mark up for hotels located in a particular country/city or of a particular category. To add another level of distinction, follow the steps mentioned above.

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The figure above illustrates an example of mark up calculation,

  • Separate mark ups are added for different suppliers;

  • Separate mark up is added for hotels from Amadeus supplier;

  • Separate mark up is added for hotels located in France from Amadeus supplier

The tree of mark ups may have a complicated structure. The rules of navigating the tree are as follows:

  • Click the arrow next to a folder to expand its constituents;

  • To add another level of mark up calculation, click (blue star) the button opposite the required item.

  • To remove an item from the tree, click (blue star) the button.

You can choose your own logic how to “build” this hierarchy – e.g. you can start not from suppliers, but from product types or from whatever other criteria that is available in classification field.

Commission column is only available for contracts with Agencies and within groups of contracts. It’s not available for Corporate Clients and for Private Clients (within direct or web sales).

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titleVAT

In the VAT subsection you can configure whether it’s necessary to add VAT to prices or not. Here you can set the logic separately for total price and for commission.

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Before you can add VAT to contracts, you need to configure VAT plans in advance within the Finance part of the system.

To add the VAT plan to the contract,

  1. Go to the contract, tab VAT.

  2. Click Edit to switch to editing mode.

  3. Select the required VAT plans for total price and commission.

  4. Click Save.

For further information on how to configure VAT plans, please refer to + Payment Settings .

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titleSales Terms

In the sales terms section you can specify additional rules on how the sales should be performed, i.e.:

  • The minimal number of days from the date of booking to the date when the service is rendered. Assuming today is August 12, 2017 and the restriction period is 5 days, then a user will not be able to submit the reservation for any dates earlier than August 17.

  • Whether it’s possible to print voucher before the booking is paid or not.

  • Whether the credit limit should be controlled.

  • What payment plan should be available for this sales channel.

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    To set these sales terms:

  1. Go to the contract, tab Sales terms.

  2. Click Edit to switch to editing mode.

  3. Configure the required settings.

  4. Click Save.

Some more detailed explanations about each block of configuration settings from this screen are provided in the following subsections.

Availability of services

Within this block you can specify the date when a service becomes available for direct sales in respect of the service start date for different types of products:

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Here you can select one of the following options from the drop-downs opposite the service of your choice:

  • 0 days – means that the service can be booked for today (so for example traveler can check in to hotel at the day of booking)

  • 1 day – means that the service can be booked for tomorrow and further on, but not for today

  • 2-30 days – means how many days in advance the service can be booked

Printing vouchers

Within this block you can configure the restrictions for printing vouchers:

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Select the option of your choice:

  • Always: the voucher is printed after the reservation confirmation without any restrictions.

  • After payment only: the voucher can be printed only after a client pays for the booked service. Before the reservation is paid, system will show the message, that voucher cannot be printed.

  • After disabling AUTOCANCELLATION only: this option assumes that you’re not going to wait for payments from client, but instead there will be “Autocancellation” option within reservation and if it is ON – then this booking is not finalized and thus printing voucher is impossible; if it is OFF – then this booking is finalized and thus printing voucher is possible (see more details about Autocancellation in section ).

  • Never: The voucher printout is disabled. In this case it is expected that instead of vouchers that can be generated by the system, you will prepare your own travel documents and share them with clients outside the system OR you’re not going to print vouchers at all.

Sales mode

With the Sales Mode Activation parameters you can set which sales channels will be available withing the current contract.

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  • B2B: If a B2B channel is selected, you will be able to sell products to other companies as well as directly to tourists from an office.

  • B2C: With the B2C channel a company can provide tourists with tour products directly via a B2C website.

  • Both B2B and B2C: Activate both sales channels if you want to use all sales channels for distribution of tour products.

If you select the B2C sales channel, you still will be able to enter a B2B system and obtain information on the reservations made by tourists via web-site. However you will not be able to search and book services in the B2B system.

Credit limit

With the Credit Limit block you can set the price range within which your clients can book or invoice services paying for them later:

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  • Credit limit for booked services – means what amount of bookings clients can do without payment for them. For example, if you set “EUR 1 000” – this will mean that client can book up to this amount (e.g. first booking for EUR 500, second booking for EUR 400 – so in total this is EUR 900, that is less) and if he tries to make one more booking for EUR 300 and thus total limitation exceeds – the system will not allow him to make this third booking.

  • Credit limit for invoiced services – means what amount of bookings clients can invoice without payment. For example, if you set "EUR 1000" - this will mean that client can invoice services up to this amount.

  • Credit limit for booked and invoiced services – means what amount of bookings clients can book and invoice without payment. If you specify "EUR 1000" this will mean that client can book and invoice services up to this amount. For example, first booking is EUR 300 and the second booking is EUR 400 - in total it makes EUR 700. Thus a client can book and invoice this 2 services and if needed one more service that costs no more than EUR 300.

Payment plan

With the Payment Plan parameter you can define basic set of methods of payment that should be available for clients according to this contract.

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From the drop-down select the required payment plan.

Please note that the payment plans available in the list should be previously configured. For more information see + Payment Settings

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titleCross-rates

On the Cross-rates tab you can set the adjustment to the currency exchange rates when they are taken from some single source (e.g. Central Bank or whatever). This is necessary in order not to loose on conversions.

The prices for products during search&book can be displayed in different currencies. And for such conversions the system will use currency exchange rates established on the day of payment plus this percentage.

(blue star) For example the exchange rate is EUR 1 = USD 1.18585. With a 3% increment to the rate it will be USD 1.22142.

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To set these cross-rates,

  1. Go to the contract, tab cross-rates.

  2. Click Edit to switch to editing mode.

  3. Fill in required % for each currency (note that you can set different amount of adjustment for each of them).

  4. Click Save.

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titleCancellation Fees

With the cancellation fees configuration, you can add additional logic to the terms and conditions for canceling services that are being automatically received from suppliersю

  • Independent (own) cancellation policies: In this group, specify the duration of the penalty period, the per cent rate of the cancellation fee, and the price from which the cancellation fee is calculated (usually total cost; for hotels the one night option is available). Also please pay attention that if you set this option the system will choose the most strict cancellation rules - either supplier's cancellation rules or your own cancellation rules.

Supposing a travel agency books a hotel room from your company for June 1-5, 2017. The total room rate from the supplier is 200 EUR and the markup is 20%, thus the service is sold to the travel agency for 240 EUR (which makes EUR 60 per night). The initial cancellation terms set by the supplier include penalty charges of 50 per cent of the total service rate if the booking is canceled seven or fewer days before the service start date. Assume that you set up a 100 per cent penalty charge if the service is canceled five days before it is rendered. In this case:

  • If the service is canceled during the period from May 25 to May 26, the travel agency pays you the penalty charge of 120 EUR (according to the supplier cancellation terms).

  • If the service is canceled during the period from May 27 to May 31, the travel agency pays you the penalty fees of 240 EUR (according to your independent cancellation terms, because they are stricter than those applied by the supplier).

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  • Management of supplier cancellation policies: In this group, specify the shift of deadline and the value by which the cancellation fee increases. For example, If you enter no values for independent cancellation terms, but set up the shift of deadlines and increase of the initial supplier penalty charge, then the supplier penalty charges are applied in accordance to your settings.

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Thus, if you set the shift of the cancellation deadline for 3 days and set the increase of the penalty charge to 10 per cent, then the penalty period will be extended to 10 days:
cancellation period = 7 days according to supplier’s terms + 3 days according to your terms.

The penalty period starts on May 22, that is 3 days before the supplier's cancellation terms start. At the same time the amount of penalty charge additionally increases by 10 per cent of the initial supplier penalty charge including the markup of the tour operator.

In this case if a reservation is canceled within the period from May 22 to May 31, the travel agency pays the penalty charge of 132 EUR.
120 EUR (50% of the initial supplier's penalty charge including the tour operator's markup) + 10% (penalty increase) = 132 EUR Penalty charge

You pay 100 EUR to the supplier. The remaining amount of 32 EUR is your company profit. Similarly you can configure supplier's penalty terms by changing only the deadline shifts or the penalty charge increase.

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To set these cancellation fees,

  1. Go to the contract, tab Cancellation fees.

  2. Click Edit to switch to editing mode.

  3. Specify the required data - the cancellation period, the cancellation fee, and set the increase of fees.

  4. Click Save.

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titleGrouping

One and the same service can have different names and be provided by different suppliers. As a result, this service by default can be displayed in the search results as several different services. For example, you have a direct contract with the Hilton hotel located in Prague. However the same hotel is sold as a part of the agreement with HotelsPro, Hotelbeds and Tourico suppliers.

You want all the variants for this hotel to be displayed as one offer, when searching hotels in Prague. By using grouping this becomes possible

On the Grouping tab you can configure the conditions of displaying the groups of services:

  1. Go to the contract, tab Grouping.

  2. Click Edit to switch to editing mode.

  3. Select one of the following options:

    1. Show all offers in group: in this case all services that are included in the group will be shown together.

    2. Remove duplicating offers and show only the cheapest among them: in this case, only the cheapest offer for each room type is displayed (e.g. if both GTA and Tourico have room type SNGL Standard and Tourico provides the cheaper one – only this room will be shown).

  4. Define what description you would like to see for hotels

    1. Description of cheapest hotel in group.

    2. Use custom hotel description for group of hotels; if custom hotel description is missing - use description of the cheapest hotel in a group.

    3. Use custom hotel description for group of hotels; if custom hotel description is missing - do not show the whole hotel group on search results.

  5. Specify whether you would like to adjust markup for your self-operated hotels depending on prices from suppliers:

    1. Click the Adjust mark up check box.

    2. Set the values for mark up adjustment:

      1. Click either of the buttons to calculate the values in per cents or in currency units.

      2. Specify the value.

  6. Click Save

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In the form, configure the conditions of displaying hotel description and adjust the mark up for self-operated products.

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titleTags

By using tags you can manage access of certain clients to products and rates. For example, by labeling certain products with the "private" tag you can show them only to some clients and hide from others.

You can create, edit and delete all tags, except for the default "public" tag.

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To set tags,

  1. Go to the contract, tab tags.

  2. Click Edit to switch to editing mode.

  3. Specify tags within “Included” and “Excluded” blocks to define what products should be available or not available for this sales channel. You can either use pre-defined tags to switch off some suppliers or your own tags that you define in self-operated products (see Creating Self-Operated Products ). Based on matching tags system will show or not show corresponding product.

  4. Click Save.

There are certain restrictions to the tag names: ·A tag name should consist of one or several words written in Latin characters. ·A tag name can include maximum 500 characters. ·If you use several tags, they should be separated with a comma.

Every product and contract has “public” tag by default. This means that this product is available for all clients. If you don’t want to make any limitations, please, don’t erase this tag from settings. It should be kept as it is.

Pre-defined Tags

You can use tags to determine the suppliers whose offers are available to a particular customer or for a particular sales channel. All possible options are listed in the table below.

Offers from the suppliers that need to be displayed

Tag that needs to be specified in the contract settings

From all suppliers

public

From one of the external suppliers

supplier:SupplierСode

From all direct contracted suppliers

*:public

From one of the direct contracted suppliers

SupplierTag:public

Table comments:

  • The supplier code for external suppliers and GDSs cannot be ascribed manually in the profile of a supplier. To determine the external supplier whose products are available for a particular customer or sales channel, in the contract settings of the customer, use the respective code that corresponds to the particular external supplier (see the table below).

Supplier

Code (SupplierCode)

Abreu

abreu

Academservice

academ

Aeroexpress

aeroexpres

Alphastrakhovanie

alpha

Amadeus

amadeus

A&A

aeroclub

Alean

alean

AmandaTour

amanda

CarDelMar

cardelmar

CarTrawler

cartrawler

Diethelm

diethelm

Dolphin

dolphin

DOTW

dotw

Eurotours

eurotours

Expedia

expedia

Galileo

galileo

GoGlobal

goglobal

GTA

gta

HBSi

hbsi

Hotelbeds

hotelbeds

HotelsPro

hotelspro

Hotusa

hotusa

iWay

iway

JacTravel

jacob

Jumeirah

jumeirah

Kandagar

kandagar

Kuoni

kuoni

Miki

miki

Multitur

multitur

Novasol

novasol

ATS Pacific

pacific

RoomsXML

rooms

RCR

rcr

Roza Vetrov

roza

Sirena travel

sirena

Terramar

terramar

Tourico

tourico

TOWERS

towers

Travco

travco

Viator

viator

For your own contracted suppliers, you can specify the Supplier code manually by entering the tag prefix in the profile of a direct contracted supplier.

  1. On the Navigation bar, point to Suppliers and click Suppliers.

  2. In the Name column, click the supplier of your choice.

  3. On the Supplier page, click Edit to switch to editing mode.

  4. Locate mouse pointer into the Tag prefix box and type the supplier code.

  5. Click Save.

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Let us consider an example of tag application for external and direct contracted suppliers.

  • To ensure the availability of offers from the external Hotelbeds supplier only, in the client contract settings (Navigation bar - Clients - Contract - Tags), add the following tag: supplier:hotelbeds

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  • To ensure the availability of offers from the direct contracted Travel Guard supplier only, in the client contract settings, add the following tag: supplier:travelguard or travelguard:public

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Configuring Direct Sales Settings 601

Direct Sales is the ability to sell offline to travelers from your call center or offices.

GP Travel Enterprise allows to manage sales conditions for this sales channel separately and thus specify what markup should be automatically applied and what other options should influence search&book process when bookings are being made by your own staff.

To set conditions for direct sales:

  1. On the clients menu, click Sales settings.

  2. Go to the Direct sales tab.

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  3. it is necessary to appoint a manager responsible for direct sales. For that,

    1. From the manager drop-down select the required company employer.

For further information on configuring direct sales, please consult https://gp-team.atlassian.net/wiki/pages/resumedraft.action?draftId=844923235 .

Configuring B2C Sales Settings

By using GP Travel Enterprise you can sell your products and services to your clients via a web-site. If you sell tour products directly to tourists you can place online booking forms on your web-site so that Internet users will be able to choose offers, obtain detailed information on them, calculate the price and make reservations with instant confirmation.

You can use several web-sites and provide this feature to your partner agencies/distributors as well (if this functionality available according to your License conditions).

Creating New B2C

To create a new B2C,

  1. On the Navigation bar, point to Clients, and click Sales settings.

  2. Click B2C Settings to proceed to the B2C Settings tab.

  3. Click Create. The New B2C window appears:

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    🗒 Depending on the tariff there can be certain limitations to the number of B2C web-sites. If you have already reached the limit you cannot add a new website. After clicking Create, you will see the respective message.

  4. In the New B2C window, on the Settings tab, enter the following:

    1. Site name: the name of a В2С-website that you use to distribute travel products.

    2. URL: the URL-address of a B2C-website that you use for travel services distribution.

  5. Depending on whether you are going to use default B2C template or make custom implementation do one of the following:

    1. Click Go to web-site builder to configure your own B2C web-site based on the templates available in the system. (See more at Web-site builder User Guide.)

    2. Click Get API Key to get the API key generated by the system, which you will need for creating a B2C-site that doesn’t use standard templates available in the system (more information is available in technical API documentation )

  6. Click Save.

In order to link web site URL at your own domain with the system, in the URL field enter your domain name.

API Key and ability to create your own web sites via API is available only in Extended and Enterprise Pricing Plans of GP Travel Enterprise.

Payments

To continue configuring B2C sales, specify the accepted payment methods on the Payments tab:

...

sales

...

Click Save.

Notifications

On the Notifications tab, configure the rules of sending notifications:

...

Select the Send default notification from B2C check box to turn ON notifications for the B2C customers from the B2C web-site. In the text box below, enter the e-mail address from which the notifications will be sent. If you turn OFF this option – then notifications will not be sent (you may need this if you want to notify your clients always manually by yourself OR if you build custom web site and want to make your own notifications and thus do not need the default).

Select the Send mail notification to the manager check box to additionally notify the service manager about the bookings performed via a B2C web-site.

Contract

On the Contract tab, configure the contract terms for B2C sales

  1. In the New B2C Settings window, click Contract to proceed to the Contract tab.

  2. Select manager, who will be in charge for all bookings that come from this web site.

  3. Fill in other required information regarding markups, sales conditions, etc. as it is described in https://gp-team.atlassian.net/wiki/pages/resumedraft.action?draftId=844923235 Chapter 2, Section 4.5.1 Managing Contracts.

  4. Click Save.

Browsing B2Cs

To browse the list of configured B2Cs,

  1. On the Clients menu, click Sales settings.

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  2. Go to the B2C settings tab. The list of b2Cs is displayed:

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Web-site Builder

You have a possibility to change the visual side of your web-site. Web-site Builder gives a chance to configure regular templates due to your personal preferences and branding of your company.

To open Web-site Builder,

  1. On the Navigation bar point to Clients, Sales settings, B2C settings, and click the name of your site.

  2. B2C settings window appears:

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  3. Click Edit and then Go to web site builder.

The parameters that can be changed are divided into 5 tabs (General, Look&Feel, Static content, Banners, Options):

  • General tab. Here you can specify general information about your company, that will be available for visitors of the web site. You are to edit company contacts, enabled modules, global settings, social links, analytics:

  • Look&Feel tab. In this tab you can configure languages, currencies, color schema, layout and branding:

  • Static content tab:

  • Banners tab. In this tab you can easily change some parts of the home page like top hotel, sliders, top destinations:

  • Options tab. Here there is a possibility to edit default number of adults and nights on search forms, as well as product options, etc.

Always click Save changes after configuring each tab.

If you want to leave Web-site builder, click Back to administration. You will be directed to b2b installation:

Configuring Groups of Contracts

By using groups of contracts you can create common conditions for certain clients, for example, configure separate contract terms for agencies, which whom you have just started to work, and for “Preferred” or “VIP” agencies. You can select the required group of contracts instead of configuring contract terms manually.

All changes made to a group of contracts are automatically displayed in individual contracts with clients included in the group.

Creating a New Group of Contract

To create a new group of contracts,

  1. On the Navigation bar, point to Clients and click Sales settings.

  2. Click Groups of contracts to proceed to the Groups of contracts tab.

  3. On the Groups of contracts tab, click Create. The New group of contracts page appears:

  4. In the new group of contracts window, in the Name box, enter the name of the group.

  5. Select the Default check box in order to appoint the group of contacts as default.

  6. Fill in the required information on the tabs as it is described in the Direct sales. (See the required topic section.)

  7. Click Save.

Browsing Groups of Contracts

To browse the list of groups of contracts,

  1. On the Clients menu, click Sales settings.

  2. Go to the Groups of contracts tab.

Selecting Groups of Contracts for Clients

When configuring a contract for clients you can select a group of contract for it. After that all the fields in the contract settings become disabled because the contract data are automatically imported from the group of contract.

To select a group of contract for a client contract,

  1. Open the required contract.

  2. Click Edit to switch to editing mode.

  3. From the Group of contracts drop-down, select the required group of contract.

  4. Click Save.

Markups and commissions settings for hotels

Sometimes markups and commissions can vary depending on hotel location, dates of stay at the hotel, check in hours, etc. Therefore a tour operator might need to implement flexible configuration of service fee and aget interest rate.

To accomplish this you need to upload the following data into the system:

  1. Fill all the necessary data info at Excel file (the file template is provided by the support team at the stage of system implementation) by setting up following categories:

    1. Supplier code;

    2. Hotel code;

    3. Hotel name;

    4. Starting date of the rule

    5. Rule expiration date

    6. Hotel location;

    7. Date of stay;

    8. Supplier commission;

    9. Direct sales mark-up

    10. Agency commission;

    11. Currencies

    12. and other categories that you can find in the Excel file template.

  2. On Clients tab click Sales settings and find Markups and commission settings

  3. Click Upload.

  4. Click Add in the dialog box.

  5. Specify the path to Excel file with the data entered.The file should have the .xls or .xlsx extension.

  6. Click Save.

Now the data is uploaded into the system. To update data - repeat steps 1-7 with the new data added to the Excel file. After the new file is uploaded into the system the previous Excel file is saved to archive, so all the settings will be taken from the updated file.

Markups and commissions set in Markups and commissions settings for hotel file are applied only when using daily rates. To see more information about daily rates module, click here.

Specifying Tour Operator's Conditions

While booking a service, on the booking stage, the following form is displayed:

In order to continue booking, a user should select the check box, stating that they accept multiple conditions. Among them there ate tour operator conditions. Tour operator conditions are configured within sales terms configuration.

To configure tour operator conditions,

  1. On the Navigation bar, point to Clients and click Sales settings.

  2. On the Sales settings tab, click Tour operator's conditions.

  3. On the Tour operator's conditions tab, click Edit and select the language of your choice:

  4. In order to set general tour operator's conditions, click Common to expand the form. In case you want to set specific tour operator's conditions for a particular service, click the required service to expand the form.

  5. Locate mouse pointer into the text field and type the tour operator's conditions:

    1. To paste the information from MS Word, click . The Paste from Word window appears. Locate mouse pointer into the window, press CTRL+V, and click Insert.

    2. To insert a picture, Click . The Insert/edit image window appears:

    3. Locate mouse pointer into the Image URL box and type the link to the source where the required image is stored.

    4. Locate mouse pointer into the Image description box and type the description to an image.

    5. In the Title box, enter the title of an image.

    6. Click Insert.

  6. Click Save. The tour operator's conditions are then displayed on the booking form:

Vouchers Customization

After the booking is confirmed, a voucher is printed as a confirmation of booking. Depending on a service supplier, external or contracted, a voucher template can differ. Many external suppliers provide ready-made vouchers in PDF-format. Contracted supplies can use a preconfigured template.

To configure the voucher template and look,

  1. On the Navigation bar, point to Clients and click Sales settings.

  2. On the Sales settings tab, click Vouchers.

  3. On the Vouchers tab, click Edit and specify the following:

    1. Header and footer for vouchers: specify the information to display in the header and in the footer. Select the check boxes of your choice. For example, for the items selected in the figure the voucher template will look as follows:

    2. Vouchers for external suppliers: specify whether to use specific vouchers or a uniform format for external suppliers. Additionally, select the respective check box to add a header with a tour operator/travel agency information. Then in the header, there will be tour operator information displayed, and in the footer - the supplier information:

  4. Click Save

Discounts & Promotions

Discounts and Promotions module gives you the ability to hold various marketing campaigns and flexibly adjust prices for different products, sales channels and membership levels with or without specifying different Promo Codes.

Thus for example you may announce promo code SPRING2018 and for those who will specify it during the search – apply discount 10%.

To create new discounts & promotions,

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On the Navigation bar, point to Clients and click Sales settings.

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On the Sales settings tab, click Discounts & Promotions.

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Click Create and specify the following information:

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On the Products tab, specify necessary product (hotel or flight).

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On the Sales channels tab, specify necessary channel (All, Direct sales, Corporate clients, Travel agencies, Tour operators, B2C sales).

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On the Membership levels ,specify necessary levels ( All, Guest, Registered, Registration pending).

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