All deals are to be found in Deals list accessible from main left menu.
From deal details you may export data in an excel file using EXPORT XLS button.
If the deal is of type O (Option) from deal details you may save the deal as Booking (B type) using SAVE AS BOOKING button:
For O (Option) type deals, Customer invoice cannot be created. To be able to create Customer invoice, save the option as booking first, as explained above.
In Deal details there are 4 tabs:
Customer Information section with Remarks and Reservation Text
Deal Status Timeline
showing the status of the deal updated based on certain actions
Settings - Action - Statuses - more about setting statuses.
Linked trip (if there is a trip linked to a reservation, a link to the trip is displayed in this section) . See More about Trip Designer
more about setting Itineraries: Link an Itinerary (route) to an arrangement
Tasks - How to create and assign tasks
Timeline - displays certain actions like manual status changes in the timeline of a deal, or create supplier order.
Deal tab - Travelers table
In this table we do display information grouped by traveler.
Sell amount by traveler
Total Sell column - the sum of the total sell price including tax of all arrangements to which the traveler is assigned, by reservation
Ins. column - the price of the insurances calculated per traveler
Sell column - the custom sell price with tax and without insurance
the Sell column allows setting a different price for each traveler than that of the price calculated as the sum of the total sell price including tax of all arrangements to which the traveler is assigned
the prices from Sell column define the final price of the deal and the insurance will be recalculated based on the Custom price (depending if it increases or decreases the amount per traveler compared to the sum of arrangements to which the traveler is assigned).
If the deal is edited, an arrangement is deleted or a new arrangement is added, after the custom amount by traveler is added, the new custom amount by traveler will represent the sum of arrangement values by traveler and the difference (with tax) originally calculated between the custom amount by traveler and sum of original arrangement values.
Profit% column - the profit calculated per traveler
Arr. column - the number of arrangement to which the traveler is assigned
Party No. column - the party to which the traveler pertains
Traveler table - header section
Party no. - if only one Party is created, the number of the party will be 0.
Total Sell - the total with tax calculated as sum of the arrangements
Total Insurance - the total of the insurances
Overall Total - the total calculated based on the custom amounts set in Sell column which is actually the final price of the deal.
Profit % - the total of the profit calculated for the deal
From ACTIONS button you may edit or delete travelers.
To add new travelers, use ADD TRAVELERS button.
Add new Party
To create new Party click CREATE PARTY button. Each time this button is clicked, a new Party No. is created.
Drag and drop travelers to new Party No.
The header of each Party no. table contains the totals calculated (split) per travelers assigned to that Party.
SHOW ALL ASSIGNMENTS
Displays the list of travelers and the list of arrangements to which each traveler is assigned.
The tax applied on the difference between custom amount by traveler (amount from Travelers table - Sell column) and Total sell from arrangements.
Applied tax is calculated on the total of all traveler custom amount (Travelers table/Sell column) - total sell (total sell incl tax of all arrangements (incl. in total).
Total buy is total buy incl. tax,
Total Sell is total sell ex tax
Commission: Commission inclusive Tax
Net Total: Total exclusive tax - commission
Tax on Margin: if tax on margin is applied for arrangements then Tax on Margin is not 0
Tax: other taxes if any, depending on product prices and the Setting of the Taxes
Total Incl. tax: Net total sell + tax on margin + other tax
Margin percentage: calculated from sell price without deduction
Margin net percentage - calculated from sell price with deduction
Profit net percentage = calculated as (1 - total Buy Price / (total Sell Price NoTax - deduction)) * 100
Profit Net = total Sell Price NoTax - Deduction - tota lBuy Price (Margin Net)
Calculated depending on the below
if there is a final Supplier invoice added - taken from total invoiced by supplier * buy exchange rate)
if there is no final Supplier Invoice, and if calculate_margin_with_buy_ex_tax = false this is the total of Buy Total Price HC fields of arrangements
if there is no final Supplier Invoice, and if calculate_margin_with_buy_ex_tax = true this is the total of Buy Total Price Exclusive Tax HC fields of arrangements
The list of all products booked in a deal.
To delete an arrangement you may select the arrangement from the list and from ACTIONS button select DELETE option, or, you may use delete icon displayed when hover on each arrangement.
In the DOCUMENTS tab we do generate and display all the templates personalized for each tenant at request (Proforma Invoices, Travel Plans, etc).
Each document can be printed, downloaded or sent by email from documents tab.
We display all emails sent related to the deal.
In case you import data from a backoffice environment, it is possible keep a history of entries.