Copying or deleting quotes/bookings

Copying or deleting quotes/bookings

• DELETE – To delete a Travel Services Quote. – Note you cannot delete files that contain Accounting Records. This will activate a modified SELECT TRIP FILE TO MODIFY... screen where only Quotes and Cancellations are displayed. Highlight the required QUOTE and press SELECT.

• COPY – This button activates the SELECT TRIP FILE TO MODIFY... screen. Use of this function allows the Consultant to copy Client Details, Passenger Details and/or Trip Information Details into a new booking number.

The COPY function is particularly useful to an agency that sells packages or tours. A 'Template' booking file can be created and copied each time the particular tour or package is being sold to a new client. Highlight the required QUOTE number, Press SELECT and answer YES or NO carefully to the questions that follow...