Every screen and control named on this page is checked against the product at build time. If a name here does not match your screen, your workspace is on an older release.

Take an enquiry through to a travel docket

A traveller asks, you quote, they say yes, and the work is tracked in one file until it is done.

Steps

1. Record the enquiry under Enquiries with the client and what they asked for. Clients and the people travelling are kept under Clients and Travellers.
2. Prepare a quotation under Quotations. Flights, hotels and packages you can offer are kept under Flights, Hotels and Packages.
3. Once the client agrees, the work is followed as a docket under Dockets; visas are tracked under Visas.
4. What suppliers owe you and what agents are owed is kept under Suppliers and Commissions.

Your own list of the day’s work is My day.