The Trip Information window will appear when the TRIP INFORMATION tab is clicked from the left ‘List Bar’. The icons that appear can then be used to open a booking screen for each type of booking or charge you are adding to the file. When importing a booking from CRS, or entering information into one of the booking screens, the details will normally appear as a new line within The TRIP INFORMATION window.
On the far right side of the screen are the following tabs: OPTIONS, QUOTE 1, 2, 3 and BOOKING. All trip information entered or imported will normally appear in the OPTIONS tab, unless a Client/Trip file has been opened (ie. Booking created in Travelog). From here select and place lines into the different tabs.
When importing from CRS click on the OPTIONS tab to see the booking if a booking/trip number has not been created OR if you chose not to update the existing itinerary when re-importing PNRs.
From the Grey Box to the left of each Trip Information line item, Highlight and Select Lines using the Control Button on your keyboard until each selected line turns Blue (Hold the Ctrl key down and click on the left hand grey section of each line selected) – Select these in the Order you want them to appear on written Quotes and Click Tabs for QUOTE 1, 2, or 3
Answer YES to Create QUOTE 1, 2 or 3
Note: Click OPTIONS and Select a second or third Quote if required.
BOOKING – Highlight the OPTION Lines that are to be converted into your client’s ‘Booking’
NOTE – IF YOU WANT ALL OPTIONS TURNED INTO A BOOKING FOLLOW THE ABOVE PROCEDURE USING THE ‘SHIFT’ KEY AND SELECTING ONLY THE FIRST AND THE LAST LINES – THIS WILL THEN SELECT ALL TRIP LINES IN-BETWEEN
Answer YES to create booking with the selected trip lines.
YOUR NEW ‘BOOKING’ WILL NOW BE DISPLAYED IN THE BOOKING TAB
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