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Sales Terms

Sales Terms

Owned by Tatiana Kasperovich (Unlicensed)
Last updated: May 03, 2022 by GP Support Admin
5 min read

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, 2022 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.

    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.

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:

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

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

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.

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

  • 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.

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

  • 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.

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

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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