Understanding the History Tab
This Tab shows the following:
- The date on which the quotation was created.
- The initial consultant who created the quotation.
- The last consultant who worked on or amended the quotation.
Understanding the Total Tab
The “Total” Tab at the top of the screen indicates a different view of reading the total quotation. The options can be views by selecting the tabs at the bottom of the screen as follows: By Service Type: This Tab indicates the total costs/sales ...
How to add a service without a cost
Adding a service with no cost serves two purposes: 1- A description (eg: Clients eating at their own expense). 2- A service where the cost is not covered by the company but must be included on the itinerary. Option 1: In order to add a service into ...
How to view an existing customer
Select the “CRM” Tab on the left-hand side of the screen. The left-hand side of the screen show a list of the current customers. The right-hand side of the screen shows the details of the specific customer. Type the name of the customer in the ...
How to view Supplier’s details (inside profile)
Hover over the “Suppliers” icon and select “Database”. Use the filters to search for the required Supplier. Once you have found the desired supplier, click on the “Edit service” button to open the Supplier’s service. This can be done by either ...
How to view Supplier’s details (outside profile)
Hover over the “Suppliers” icon and select “Database”. Use the filters to search for the required Supplier. The desired Supplier will be featured on the left-hand side window, and details will be featured on the right-hand side window: By default, ...