Point to point sale using quick completion

Point to point sale using quick completion

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Example 9: Point-to-point sale using the Quick Completion Functions
  • Retrieve PNR in CRS (if applicable)
  • Open Travel Services
  • NEW QUOTE on List Bar
  • Import from CRS and complete CLIENT DETAILS Screen – include CREATE AS BOOKING
  • Ensure Passenger Information is listed. Click TRIP INFORMATION List Bar
  • MODIFY Air Segment, ensuring FLIGHT SECTOR INFORMATION and AIR PASSENGER PRICING are correct and that TICKET NUMBER(S) has been entered.
  • Click on ACCOUNTING List Bar. Click on QUICK COMPLETION Icon. The QUICK BOOKING COMPLETION window is now accessible
  • Highlight the lines to pay on the top of the screen and click on the AUTOPAY button on the right hand side of the screen.
  • If you wish to print an itinerary click on BUILD ITINERARY, THEN Click on REMAKE ITINERARY and arrange the lines to the correct order.
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NOTE: Remember to always back-date transactions is accounting is not done on the same day.

  • Select DOCUMENTS TO PRINT – Note: Invoice will only appear if Client Detail screen reflects that it has been linked to a Debtor (CORPORATE A/C).
  • Select Passengers in PASSENGERS SELECTED
  • Complete Receipt details under CLIENT MONEY TO BE BANKED
  • Click on COMPLETE Button – This will complete all fields – Receipt and Pay Supplier all at once.
  • Check TRANSACTION DRILLDOWN for Zero Balances

CREDIT CARD DEPOSIT AND BALANCE BALANCE PAID DIRECT TO SUPPLIER

Example 10: Credit Card Deposit + Balance to Wholesaler

Enter Trip booking details into your Travel Services Land Booking Window / Trip Information area

When you are ready to process the deposit amount paid by Credit Card to the wholesaler you can COPY the original Trip line related to the booking. With this new (additional) Trip Line ADJUST the amount to reflect ONLY the deposit amount being paid to the wholesaler. This deposit would not initially include any commission amount.

From the Drop Down Menu select the Credit Card type being used for the Deposit Payment

 travelog This will now create an additional line in your Trip details however this line can be hidden in the ‘OPTIONS’ area of the Trip Information Window at any time by selecting which Lines from the ‘Options’ area are to be included in the Booking area where items for payments and documentation are selected.

In the Pay Supplier area you should then see the additional line with the deposit value only ready to be PAID with C/Card value visible in the C/Card Amount column.

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Note that you DO NOT need to select DEPOSIT option as the value of this line is paid in FULL.

In the OPTIONS area, the additional line is now flagged as Paid however this will create duplicate values in your BOOKING Tab and on your printed client documentation.

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Only the Trip Line for FULL VALUE needs to be seen in the BOOKING Tab. This can be changed by selecting lines from the OPTIONS area that you wish move into the BOOKING area. Hold the Ctrl Key so you can select Multiple Trip Lines. Once you have selected Trip Lines from the OPTIONS area (now Blue) then click the BOOKING TAB

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You should be asked the following question:

Choose what you want to do with the selected lines from your OPTIONS area. You can now produce your updated documentation reflecting deposit paid to the wholesaler

Once you are ready to pay the BALANCE by Credit Card you must again COPY the Trip Line. This time in the COPY process you are going to load ONLY THE BALANCE amount being paid and the FULL COMMISSION VALUE that is due back to the Agency as this amount will then go into the Back Office

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In the Pay Supplier area you should then see an additional line with the BALANCE value ready to be PAID including Credit Card value visible in the C/Card Amount column(s) capturing the TOTAL Commission Due.

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Using the OPTIONS Tab, select trip lines you want displayed in the BOOKING AREA (and on documentation) by holding down the Ctrl Key and selecting Trip Lines from the grey box to the left of each line. Once you have selected relevant Trip Lines from OPTIONS (highlighted Blue) then click onto the BOOKING TAB

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You should be asked the following question:

Choose what you want to do with the selected lines from your OPTIONS area and produce an updated confirmation / statement reflecting deposit amount paid by your client to the wholesaler