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    Travel Agent

    Setup a Travel Agent in RMS.

    Decision Tree

    A Travel Agent is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.

    • Information
    • Setup
    • Add Button

    Information

    A Travel Agent is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.

    Travel Agents can be setup as Retail or Wholesaler to distinguish on the reservation and in reports.

    Travel Agent branches can be seup with a Master Travel Agent and Branch Offices including the option to have all Accounts Receivable Tax Invoices directed to the Master Travel Agent.

    Travel Agent Rates can be used to limit the Rate Types available to the Travel Agent based on any contracts or negotiations.

    Travel Agent Allotments can be used to manage the inventory available to a Travel Agent.

    Travel Agent Commissions can be setup and managed on the Travel Agent Account.

    Travel Agent Contacts can be added to simplify managing correspondence with the business. 

    Corporate Portal access can be granted to enable the Travel Agent to create or manage their own reservations based on the selected configuration options.

    Documents can be uploaded and viewed on a Travel Agent to record contracts, received correspondence external to RMS or other related documentation.

    Travel Agent Notes including Billing Notes can be setup on a Travel Agent to provide additional information to users in RMS.

    Travel Agent Requirements can be setup to add preset Requirements to a reservation when the Travel Agent is selected.

    Credit Card Tokens can be created on a Travel Agent and used for payment processing on Travel Agent Reservations or Accounts Receivable when using a Payment Gateway in RMS.



     

    Users will require Security Profile access to use these features.



    • Setup
    • Add Button

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Travel Agent in RMS.
    2. Select the 'Add' icon.
    3. Navigate to the 'Travel Agent' tab.
    4. Select the Type.
    5. Enter the Travel Agent Name.
    6. Enter the Travel Agent Contact Information.
    7. Optional: Deselect the checkbox 'Credit Hold'.
    8. Optional: Navigate to the 'Marketing/Extras' tab.
      1. Optional: Select a Booking Source.
      2. Optional: Select a Res Type.
      3. Optional: Select a Colour.
      4. Optional: Select a Market & Sub-Market Segment.
    9. Save/Exit.



    Options selected on the 'Marketing/Extras' tab will be used to auto-populate in the related fields on the Reservation Screen when this Travel Agent is selected.

    The colour selected will be used to display Reservations in the corresponding Travel Agent Colour when that view option is chosen on the Booking Chart.

    All newly created Travel Agents will default to being on 'Credit Hold'. Disabling the Credit Hold will enable this Travel Agent to be used with Accounts Receivable.



    • Guide
    • Add Button

    Guide

    Go to Setup > Travel Agent in RMS.

    Select the  'Add' icon.

    Navigate to the 'Travel Agent' tab.

    Select the Type.

    Enter the Travel Agent Name.

    Enter the Travel Agent Contact Information.

    Optional: Deselect the checkbox 'Credit Hold'.

    Optional: Navigate to the 'Marketing/Extras' tab.

    Optional: Select a Booking Source.

    Optional: Select a Res Type.

    Optional: Select a Colour.

    Optional: Select a Market & Sub-Market Segment.

    Select 'Save/Exit' to store the changes made and leave the setup.

    This Travel Agent will now be available for selection on the Reservation Screen.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Travel Agent in RMS.
    2. Select the 'Add' icon.
    3. Navigate to the 'Travel Agent' tab.
    4. Select the Type.
    5. Enter the Travel Agent Name.
    6. Enter the Travel Agent Contact Information.
    7. Optional: Deselect the checkbox 'Credit Hold'.
    8. Optional: Navigate to the 'Marketing/Extras' tab.
      1. Optional: Select a Booking Source.
      2. Optional: Select a Res Type.
      3. Optional: Select a Colour.
      4. Optional: Select a Market & Sub-Market Segment.
    9. Save/Exit.



    Options selected on the 'Marketing/Extras' tab will be used to auto-populate in the related fields on the Reservation Screen when this Travel Agent is selected.

    The colour selected will be used to display Reservations in the corresponding Travel Agent Colour when that view option is chosen on the Booking Chart.

    All newly created Travel Agents will default to being on 'Credit Hold'. Disabling the Credit Hold will enable this Travel Agent to be used with Accounts Receivable.



    • Guide
    • Add Button

    Guide

    Go to Setup > Travel Agent in RMS.

    Select the  'Add' icon.

    Navigate to the 'Travel Agent' tab.

    Select the Type.

    Enter the Travel Agent Name.

    Enter the Travel Agent Contact Information.

    Optional: Deselect the checkbox 'Credit Hold'.

    Optional: Navigate to the 'Marketing/Extras' tab.

    Optional: Select a Booking Source.

    Optional: Select a Res Type.

    Optional: Select a Colour.

    Optional: Select a Market & Sub-Market Segment.

    Select 'Save/Exit' to store the changes made and leave the setup.

    This Travel Agent will now be available for selection on the Reservation Screen.


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