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Setting partner Contract Terms

Setting partner Contract Terms

Owned by Alexandra Kasianovich (Unlicensed)
Last updated: May 13, 2022 by Nata Dastouri (Unlicensed)
2 min read

For managing contracts with client agencies and tour operators there are two alternatives:

  • You can group several client agencies and develop a single contract for the whole group.

  • You can develop an individual contract for a particular client agency.

In case you want to configure an individual contract that regulates the relationship between your company and a client company,

  1. On the Clients menu, click Agencies/Distributors and then click the client company for which you need to configure the contract terms.

  2. Click the Contract tab and then click Edit to switch to the editing mode.

3. Specify general information on the contract:

  • Group of contracts: if you work with several clients of the same type (e.g. travel agencies) and sell products to them under common conditions, you can create the group of contracts (e.g. the group of contracts that regulates the settlements with travel agencies). Then if you select a certain group of
    contracts, the conditions of the group of contracts are imported to the current contract. This it is filled with the imported information.

  • Contract number: specify the contract number.

  • Manager: select a user from your company who will be responsible for managing contract settlements with this client.

  • Supplier contact information: Since your company acts as a supplier for a client company, the date of your company are displayed under the Supplier title.

4. Specify the information on each tab. For that please see the subsequent sections.
5. Click Save.