Three passengers:tour-insurance-pay supplier(non-bsp)

Three passengers:tour-insurance-pay supplier(non-bsp)

EXAMPLE 2: 3 Passengers, Tour & Insurance Booking, Pay Supplier (Non-BSP)

• Under QUOTE/BOOKING on left list bar, press NEW QUOTE
• Fill in CLIENT DETAILS as in previous examples.
• Click on PASSENGER AND VISA to add the names and ages of additional passengers

To add extra passengers to the booking (and to the profile as well if one is created) press ADD PASSENGER and fill in details on top right of screen. When details completed, press SAVE. Existing passengers can have details changed or added by pressing MODIFY PASSENGER and SAVE. Similarly, existing passengers can be deleted by pressing DELETE PASSENGER and SAVE.

All pax names created in CRS will appear here when the PNR is imported from your CRS.

• To exit screen, simply move back to CLIENT DETAILS screen or move on to TRIP INFORMATION.
• Go to TRIP INFORMATION and select INSURANCE on left list bar.
• Fill in INSURANCE POLICY screen
• POLICY NUMBER if know at time & select
• INTERNATIONAL or DOMESTIC
• COMMENCING DATE & RETURN DATE
• INSURANCE PROVIDER, INSURANCE PLAN & POLICY TYPE must all be selected from the options pre-programmed into the drop-down lists.
• Select type of cover (FAMILY or INDIVIDUAL/SINGLE)
• Select PASSENGERS to be covered by the policy
• (SELECT ALL PASSENGERS or place tick(s) under SELECT) Note that Date of Birth and Ages have downloaded from PASSENGER AND PASSPORT / VISA DETAILS.
• Fill in POLICY VALUE & TYPE OF SALE.
• If necessary, fill in sections for DEPOSIT & SURCHARGE.
• COMMISSION VALUE / COMMISSION RATE may need to be manually entered
• Use AIR PREVIEW to check flight dates when issuing a policy in conjunction with an air booking.
• NOTE* PAYMENT TYPE must be left blank.
• Press SAVE.
• Click on LAND BOOKING on left list bar
• Choose appropriate type of booking

The Insurance segment will be displayed in the TRIP INFORMATION screen as a new line.

• Click on LAND BOOKING on left list bar
• Choose appropriate type of booking

NOTE: The icons down the left-hand side allow the choice of Hotel (ACCOMMODATION), Car Hire (TRANSPORT), TOUR, CRUISE or OTHER. Upon selecting your icon, the screen changes slightly to cater for the chosen segment, but the general details remain the same. In this example, TOUR is used to purchase from a wholesaler.

PURCHASE FROM is used for the wholesaler you will pay also known as THE CREDITOR. Press browse button to access CREDITOR BROWSE.

TOUR PROVIDER is the supplier of the tour. Press the Browse Button to access CODE BROWSE (Principal/Supplier)

• Charges can be calculated PER DAY, PER TOUR, and by GROUP or INDIVIDUAL
• DO NOT FILL IN PAYMENT TYPE (except where the Credit Card details have been passed to the wholesaler and you are due back a commission.)
• Click on SAVE button

Follow the same procedure for booking Accommodation, Transport, Tours, Cruises or Other Land arrangements.

GO BACK TO:

TRIP INFORMATION - shows Insurance and Tour segments as OPTIONS. A Trip/Client file now needs to be set up to allow accounting entries to proceed. To convert trip information lines from OPTIONS into

BOOKINGS, hold down the Control (Ctrl) key on your keyboard and click on the left hand margin of each of the segments. When all lines are highlighted blue, click the BOOKING tab and answer yes. The BOOKING tab now turns green indicating that a Client / Trip file has been created for this trip.

• Go to ACCOUNTING List Bar and RECEIPT MONEY as per previous examples.
• Check current file balance through your TRANSACTION DRILLDOWN
• PAY SUPPLIER. The pricing for each segment has come through from the respective booking window in Trip Information where the pricing was originally added.
• Click on DISPLAY PAYMENT CALCULATION
• Enter the DOCUMENT NUMBER - This is the invoice or booking number, insurance policy number, etc.
• Click on CANCEL if payment not correct, or MAKE PAYMENT.
• CLOSE, Check TRANSACTION DRILLDOWN
• Click on QUOTE/BOOKING and then SAVE.