How to set or amend the mark-up policy
the “General Information” Tab within a quotation, on the right-hand side of the
screen, click “Mark-up policy”.
A new window will open as follows:
The mark-up policy will automatically default to the policy set up by your
company for the agency selected in your quotation.
There are 3 different ways to amend the mark-ups:
Option 1: Use this option to
change all services within the country selected.
Option 2: Use this option to
change one or more services within the country selected.
Option 3: Use this option to
change all services for all countries.
Once the necessary amendments have been made, click on “Save & Close”.
How to manually amend a service cost or margin
When importing a service into an itinerary, you are able to manually change/override the cost of the service and the margin as necessary. Costs are normally amended for select reasons and should be used with extreme caution: - When the rate is not ...
How to read and amend exchange rates
Under the “General Information” Tab within a quotation, on the right-hand side of the screen, click “Exchange Rates”. A new window will open as follows: By default, the system will provide the exchange rate allocated by Nextour. If you select ...
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 create a new customer
Once you have performed a very thorough search to make sure the customer isn’t loaded, click on the “New” button. A blank template will open as follows: Complete the information as necessary on all of the tabs and click “Save”. The new customer will ...
Planning view VS Checklist view
Unlike the quotes section, the booking section enable you to view the Program Details Tab in 2 different views: Planning View: This option enables you to view the itinerary in a horizontal format (as is familiar in the quote section): This view ...