513 - 551
| Table of Contents |
|---|
Agencies – are the companies who re-sell your travel products to endconsumers.
...
Creating a new agency company profile.
Uploading company documents.
Adding users of the company.
Configuring contract terms.
Adjusting the look and feel of the system (if necessary).
Creating New Agency
To register a new Agency please, do the following:
On the Navigation menu point to Clients and click Agencies/Distributors.
On the Agencies/Distributors tab, click Create. The Create New Client page appears.
On the Create new client page, fill in the information about the client company as it is described in +Configuring Information about the Company.
🗒 The fields to be filled mandatory are marked with the asterisk (*)Click Save.
Managing Agency Users
When an agency profile is registered, the users of the agency should be created and granted access to the system – i.e. the users of the agency should receive the user names and the passwords for their profiles.
To grant access to the users, first create a user with the Director or Supervisor role. Users with these roles can do all the further configurations in their company profiles, including creating and managing other users' profiles.
To create a user with administrative rights,
On the Navigation bar, point to Clients, and click Agencies/Distributors. Alternatively, in case you continue the process of creating a client company profile, go to the Users tab.
Click the name of the client company for which you would like to configure the user, and click Users.
On the Users tab, click Create. The Create New User page appears:
On the Create New User page, fill in the information about the user. Among others, please pay attention to the following fields:
Role: from the Role drop-down, select the Director or Supervisor role to give the user maximum permissions. For more information on user roles, see ??? User roles .
Log in: the unique name that is used for logging in. The same log in cannot be assigned to different users within one company. At the same time you can create users with the same log in name in case they are registered in different companies.
Password: the password should contain at least three symbols (digits and Latin letters, both upper and lowercase) without spaces.
Click Save.
Setting Contracts with Agencies
For managing contracts with agencies there are two alternatives:
You can group several agencies and configure the same contract conditions for the whole group.
You can specify an individual contract for a particular agency.
In case you want to configure an individual contract that regulates the relationship between your company and an agency,
On the Navigation menu, point to Clients, click Agencies/Distributors and then click the client company for which you need to configure the contract terms.
Click the Contract tab, and then click Edit to switch to the editing mode.
Configure the terms of contract as described below in further subsections.
Click Save.
According to specific settings of your installation version, you can define the currency that is used for settlements with the client company: the supplier's currency or the contract one. Depending on this parameter chosen, the prices might be shown in the specified currency on the search and book forms, and on the Reservations page.
Assigning Managers
An employee of your company can be appointed as a Manager. The Manager supervises a client travel agency/distributor or direct sales and manages their reservations. Any user with the Director, or the Supervisor, or the Manager role can act as a manager.
ℹ Assigning a Manager is an obligatory condition for regular operations. You cannot create a reservation in the system if a manager for a particular travel agency/sales channel is not defined.
ℹ If you change a manager in the contract settings, all the previously created reservations are automatically assigned to a new manager.
When changing your managers in the contract settings, you should specify the reservations they will be accountable for: new and existing reservations or new reservations only. In the list of reservations this manager will be specified as a manager in charge of the selected orders.
...
| Expand | ||
|---|---|---|
| ||
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. 
|
...
| title | Calculation |
|---|
In the Calculation subsection specify the mark up and commission calculation. The type of calculation depends on the type of the partner and the approved way of pricing.
There are two ways of pricing:
...
Markup: a standard form of payment for tour operators.
If you select the Markup calculation, your partner company will be able to set sale prices independently by adding a markup to the rates displayed in its system (commission value is 0). The markup value is set in percent or in fixed amount in certain currency.
For example, a double room offered by your company costs EUR 100. With a 20% markup you can sell it to your partner for EUR 120. In his turn, the partner can add its own markup to your sale price. In this case your profit will be EUR 20, while your partner’s profit will depend on the defined markup.
...
).
...
Pricing methods
You can set markups and commissions in percent or in fixed amount with the Switch button 
.
There are several ways to calculate a sale price in percentage and fixed amount:
The calculation of a sale price in percent is based on the full cost of the service.
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. The fixed commission is calculated based on the service rate per night.
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
Configuring markup
On the Calculation tab, set the rules for price calculation, specifically:
Set the contract currency to perform sales
Specify the mark-ups
Specify the commission for services
Specify whether to use original currency from suppliers or the currency specified in the contract.
| Info |
|---|
Please pay attention that for direct sales contract setting, setting commission is unavailable. |
521
To set the rules for price calculation,
On the Calculation tab, click Edit to switch to editing mode.
From the Currency drop-down, select the currency of contract.
Specify the mark-ups for services:
| Expand | ||
|---|---|---|
| ||
From the End-price VAT and Commission VAT drop-downs, specify the VAT rate. End-price VAT: the VAT will be applied to the final price for a service; Commission VAT: the VAT will be applied only to the commission rate. |
...
| title | Sales Terms |
|---|
...
| title | Cross-rates |
|---|
...
| title | Cancellation Fees |
|---|
| Expand | ||
|---|---|---|
| ||
? |
...
| title | Grouping |
|---|
...
| title | Tags |
|---|
...
| title | Additionally |
|---|
...