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    Setup a Travel Agent

    Creating a Travel Agent for use with Accounts Receivable and Reservations in RMS.


    Steps Required

    Have your System Administrator complete the following.

    1. Go to Setup > Travel Agent in RMS.
    2. Select 'Add'.
    3. Select if Travel Agent (Retailer) or Wholesaler.
    4. Enter the Travel Agent Name.
    5. Enter the Agent Contact Details.
    6. Select a Colour for Travel Agent Reservations.
    7. Enter an IATA Number, if required.
    8. Save/Exit.

    Info

    Credit Hold will be ticked on by default when creating a new Travel Agent and will need to be unticked if intending to use Transfer to A/R with this Agent.

    Visual Guide

    Go to Setup > Travel Agent in RMS.

    Select 'Add' to create a new Travel Agent.

    Select if Travel Agent (Retailer) or Wholesaler.

    Enter the Travel Agent Name.

    Enter the Agent Contact Details.

    Select a Colour for Travel Agent Reservations.

    Enter an IATA Number, if required.

    Select 'Save/Exit' to store the changes made.

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