To search for particular reservations, use the search form at the top of the page:
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Service | In the Service group, specify the following criteria: Reservation name: specify the name of the reservation. Service type: select the service render in the reservation (transfer,
accommodation etc.). Country/city/region: select the location of service rendering. Service name: in case you look for a particular service, enter its name (e.g. the name of the excursion –London Bridges). Service manager: enter the name of the company employee who is responsible for the service you search for. Status: select the reservation status (saved, pre-booking, completed, etc.). Manager: enter the name of a company employee who supervises
the reservation you search for. Reservation status: select the required reservation status
(new, in progress, completed, completed and revision is done, cancelled). Service team: please note that service teams management is a part of the extended functionality. In case you have the access to the service teams management, select the required one from the drop-down. Apply filter to: select whether to apply filter to reservation or services.
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Supplier | In the Supplier group, specify the following options: Supplier: select the required supplier. Channel manager: select required channel manager. Supplier payment: select the status of the supplier payment (invoiced, paid, waiting, etc.). Supplier penalty: select the status of the supplier penalty (cancelled w/o penalty, coming soon, matured, no penalty, not matured). Payment type: select the payment type – to the supplier or to the tour operator. Reservations with price remarks: If needed, select Reservations with price remarks check box.
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Client | In the Client group, specify the following criteria: Client type: select the type of the client – legal or private. Client priority: select the client priority - VIP, high, normal, low. Client: enter the client name. Company: enter the name of the client. Agent: enter the name of the agent who is responsible for the
reservation. Customer penalty: select the status of the customer penalty (cancelled w/o penalty, coming soon, matured, no penalty, not matured). Customer payment: the select the status of the customer payment. Loyalty points: specify the range of the loyalty points a client possesses.
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Corporate policy | Please, note that the Corporate policy group is relevant only for reservations made for corporate clients. In the Corporate policy group, specify the following information: Corporate policy: select the status of the corporate policy – whether it is violated or not. Approval: select whether the approval from a person in duty is
required, is not required, approved, rejected or waiting for approval. Trip Organizer: enter the name of a trip organizer. Approval from: enter the name of the employee from whom the approval is awaited. Alternatively, select the Awaiting approval from me check box if you search for reservations which
you are to approve.
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As soon as all the necessary search criteria are filled in, click Search to initiate search process.
Saving Search
When searching for reservations, you can save the combination of search criteria that you frequently use. To do so,
Fill in the search form.
Click Save this search. Save search window appears:
Image AddedEnter the name of the search, specify whether it is available only for you or for all users of the company, and click Save.
After saving is complete, you can select the required search from the drop-down and not to fill in the search every time.