Using quick completion

Retrieve PNR in CRS (if applicable)
Open TRAVEL SERVICES
Click on QUOTE List Bar
Click on IMPORT FROM CRS
Complete all yellow (compulsory) fields on CLIENT DETAILS screen
Click on CREATE AS BOOKING to open Back Office Accounting File (top right of the screen)
Click on TRIP INFORMATION List Bar
MODIFY trip line for FLIGHT SECTOR INFORMATION
ADD PRICING for AIR PASSENGER PRICING
(Add PRICING, PURCHASED FROM, PASSENGER, TYPE OF SALE,)
Add LAND BOOKING / INSURANCE if required.
Click on ACCOUNTING list bar
Click on QUICK COMPLETION Icon
Highlight line(s) to pay - HOLD DOWN Ctrl key, and click left hand column to highlight selected lines in blue– Click on AUTOPAY
REMAKE ITINERARY – delete lines if necessary
Select DOCUMENTS TO PRINT – Note: Invoice will only appear if Client Detail screen reflects that it has been linked to a Debtor.
Complete PASSENGERS SELECTED
Complete CLIENT MONEY TO BE BANKED screen
Click on COMPLETE Button – This will complete all fields – Receipt and Pay Supplier all at once.
Click on TRANSACTION DRILLDOWN to check balance on file
Click on QUOTE List Bar
Select SAVE

Travelog