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Cate Tupchik

GP Support Admin

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The search form contains basic and additional search options.

Basic search options:

  • Date/time: select the criterion of search (booking/check-out/modification/last ticketing, etc. ) specify its date and time.

  • Number: select the number type Reservation number: enter reservation number by which you would like to search (the number of reservation, or ref number, or Channel manager number, etc.) and enter its value.

  • Traveler name or surname: enter the name or surname of the traveler for whom the reservation was made. In case there are several travelers in the reservation, enter the name of a tour lead.

  • Service status: select needed service status value from the dropdown. More than 1 value can be selected.

  • Reservation status: select needed reservation status value from the dropdown. More than 1 value can be selected

  • Apply filter to services toggle can be activated if needed.

  • One of All reservations, Future trips, Past trips and Cancelled trips options can be specified to narrow the selection.

To expand the additional search options, click Additional parameters. The search form expands:

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The additional search parameters include the following groups:

Service

Trip details

In the

Service

Trip details group, specify the following criteria:

  • Create date from/to: specify the dates of reservation creation.

  • Modified date from/to:

Reservation name

  • specify the dates of reservation modification.

  • Start date from/to: specify the

name of the reservation

  • dates of reservation trip start.

  • End date from/to: specify the dates of reservation trip end.

  • Last ticketing/due to confirm from/to: specify the last ticketing dates.

  • Service type: select the service render in the reservation (transfer,
    accommodation etc.).

Country/city/region: select the location of service rendering

  • Ticket number: specify the number of associated ticket.

  • Service name: in case you look for a particular service, enter its name (e.g. the name of the excursion –London Bridges).

Service manager

  • Destination:

enter

  • specify 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

    • destination location of the reservation.

    • Promo code: specify the promo code associated with the reservation.

    • Campaigns: select a campaign value from the dropdown.

    • Reservations manager: enter the name of a company employee who supervises
      the reservation you search for.

    Reservation status

    • Booked from:

    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

    • specify the value from dropdown by means of which the reservation was booked.

    Supplier

    In the Supplier group, specify the following options:

    • Supplier

    : select the required supplier.Channel manager: select required channel manager

    • name: specify the required supplier’s name.

    • Supplier ref: specify the required supplier’s reference number.

    • Supplier invoice status: select the status of the supplier invoice from dropdown.

    • Supplier payment status: 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)Reservations with price remarks: If needed, select Reservations with price remarks check box

    • .

  • Payment type: select the payment type – to the supplier or to the tour operator.

    • Supplier payment due date from/to: specify the dates range of supplier payment.

    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

    • name: enter the client name.

    Company

    • Customer company: enter the name of the

    client

    • company.

    • Agent name: enter the name of the agent who is responsible for the
      reservation.

    B2C

    • Client invoice status: select the

    client website

    • status of the invoice.

    Customer penalty

    • Client payment status: select the status of the

    customer penalty (cancelled w/o penalty, coming soon, matured, no penalty, not matured).Customer payment: the

    • payment.

    • Client penalty: select the status of the customer penalty.

    • Payment method: select payment method value.

    Loyalty points

    • Client payment due date from/to: specify the dates range of

    the loyalty points a

    • client

    possessesPlease, note that the Corporate policy group is relevant only for reservations made for corporate clients. In the Corporate policy

    • payment.

  • Promo Code: enter a promo code

    • Corporate policy

    Booking details

    In the Booking details 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

    options:

    • Booking date from/to: specify the dates of reservation booking.

    Info

    Please mind the distinction between reservations and services. One reservation may contain several services. That is why it is important to define whether you apply filters to reservation or to service. Otherwise, you can receive no search results.

    As soon as all the necessary search criteria are filled in, click Search Filter 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,

    1. Fill in the search form.

    2. Click Save this search. Save search window appears:

    ...

    3. Enter the name of the search, specify whether it is available only for you or for all users of the company, and click Save.
    4. After saving is complete, you can select the required search from the drop-down and not to fill in the search every time.Entered search criteria can be saved clicking “Save this filter” icon:

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