Section 3 - loading booking/trip information(ctrl+t)

Section 3 - loading booking/trip information(ctrl+t)

Trip information side tabs(Options, Quote1-3 and Booking)

3. Trip Information

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.

Side Tabs:

• OPTIONS – All entered travel lines are first held as options. Highlight and Select using the Control Button on 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 required to appear on your written Quote and Click on Tab for QUOTE 1,2 OR 3
• QUOTE 1/2/3 – There is the option of selecting up to 3 Quote
• Options. Answer YES to Create a Quote Option Number 1,2, or 3.
• Note: Click OPTIONS and Select a second or third Quote if required.

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.

Side tab options – Creating quotes(Up to 3 can be created)

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.

Side tab options – Creating bookings from options or quotes

BOOKING – Highlight the OPTION Lines that are to be converted into your client’s ‘Booking’

• Highlight and Select Trip Lines (Hold the Ctrl key down and click on the left hand grey section of each line selected or, if all segments are being selected, click on the top line and hold the shift key down and click on the last line). using the Control Button on keyboard until each selected line turns Blue then click the BOOKING Tab

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