Travel Agent Branches
Setup a Master Travel Agent and Branch Offices in RMS.
Travel Agent Branches enable linking and managing travel agent business with a head office and subsidiary or branch offices.
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Information
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Setup
- Add Button
Information
Travel Agent Branches enable linking and managing travel agent business with a head office and subsidiary or branch offices.
A Travel Agent is a business that can be added and used in RMS for Reservations, Accounts Receivable and the Corporate Portal.
Travel Agent groups can be setup with a Master Travel Agent and Branch Offices including an option to have all Accounts Receivable Tax Invoices directed to the Master Travel Agent.
Travel Agents, Wholesalers and Connected Channels can be set as a Branch Office to a Travel Agent.
An entity can only be a Branch Office to one Travel Agent at a time.
Previously connected channels will remain available for selection as a Branch Office.
Users will require Security Profile access to use this feature.
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Setup
- Add Button
Setup
Have your System Administrator complete the following.
- Go to Setup > Travel Agent in RMS.
- Select the
'Edit' icon on an existing Travel Agent. - Navigate to the 'Branch Offices' tab.
- Select the
'Add' icon. - Select the checkbox for the Branch Offices.
- Select the
'Attach' icon. - Optional: Select 'Yes' to assign all Master Travel Agent Rates to the Branch Offices.
- Save/Exit.
Travel Agents, Wholesalers and Connected Channels can be set as a Branch Office to a Travel Agent.
An entity can only be a Branch Office to one Travel Agent at a time.
-
Guide
- Add Button
Guide
Go to Setup > Travel Agent in RMS.
Select the 
'Edit' icon on an existing Travel Agent.
Navigate to the 'Branch Offices' tab.
Select the 
'Add' icon.
Select the checkbox for the Branch Offices.
Select the 
'Attach' icon.
Optional: Select 'Yes' to assign all Master Travel Agent Rates to the Branch Offices.
Select 'Save/Exit' to store the changes made and leave the Travel Agent setup.
Setup
Have your System Administrator complete the following.
- Go to Setup > Travel Agent in RMS.
- Select the 'Edit' icon on an existing Travel Agent.
- Navigate to the 'Branch Offices' tab.
- Select the 'Add' icon.
- Select the checkbox for the Branch Offices.
- Select the 'Attach' icon.
- Optional: Select 'Yes' to assign all Master Travel Agent Rates to the Branch Offices.
- Save/Exit.
Travel Agents, Wholesalers and Connected Channels can be set as a Branch Office to a Travel Agent.
An entity can only be a Branch Office to one Travel Agent at a time.
-
Guide
- Add Button
Guide
Go to Setup > Travel Agent in RMS.
Select the 'Edit' icon on an existing Travel Agent.
Navigate to the 'Branch Offices' tab.
Select the 'Add' icon.
Select the checkbox for the Branch Offices.
Select the 'Attach' icon.
Optional: Select 'Yes' to assign all Master Travel Agent Rates to the Branch Offices.
Select 'Save/Exit' to store the changes made and leave the Travel Agent setup.