How to quote an alternative accommodation
and select the desired accommodation.
When the rates page opens, tick the “Alternative Accommodation” block as
The service now appears greyed out on the program and is not calculated in the
cost nor shown on the itinerary until such time as the block is unticked.
How to convert a quote into a booking
Select the “Quotes” Tab from the menu on the left-hand side of the screen. Search for and open the desired quotation. On the “General Information” Tab, select the version you would like to be converted into a booking. Click “Create Booking”: A new ...
How to search for a quote
Select the “Quotes” Tab from the menu on the left-hand side of the screen. You are able to search for quotes using the following filters: Consultant Quote: Search by selecting the name of the consultant. Origin: Search by the location of the agency ...
How to create a new quote
Select the “Quotes” Tab from the menu on the left-hand side of the screen, and click on the “New” button: A blank quote template will now open in the “General Information” Tab: Complete each field as necessary: Document No: Do not fill this in – The ...
How to import/add a module into a quote
Once the quotation shell has been created, click “Import a module” on the “Program Detail” Tab. Insert the day number on which you would like the module to start and then click “Import”. A new window will appear which will allow you to choose the ...
How to save a quote as a module
A module can also be built from the “Quotes” Tab. Within this Tab, follow the steps on “How to create and build a quotation”. Once the quotation has been created, click “Save as module” on the “Program Detail” Tab. A new window will now appear. On ...