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
A new window will appear which will allow you to choose the specific list and
then module to insert.
All services from the module will now reflect within your quote.
Each service will automatically adjust to the margin assigned to the specific
**Note: The costs highlighted in pink have been manually costed during the
creation of the module and therefore will stay as is when imported into a quote.
Be sure to adjust those costs manually in your quotation if necessary.
How to import legs
If you would like to import a leg from another quotation, make sure you copy the QTO number in advance and copy the last 5 digits of the quote: QTO.2019.000000052 From within your quotation, under the “Legs & PAX bases” Tab, click on “Import a leg ...
How to import versions
If you would like to import a version from another quotation, make sure you copy the QTO number in advance and copy the last 5 digits of the quote: QTO.2019.000000052 From within your quotation, under the “General Information” Tab, click on “Import”: ...
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 ...
How to add a service without selecting a rate
Under the “Program Detail” Tab, untick the “Show Select rate while adding a new service” button: In the required block, click the “Add Service” button: From here, a new window will open. Select the type of service you would like to add to your ...
How to add or remove days
Under the “Program Detail” Tab, on the left-hand side of the screen next to each day, the following icons are used to add or remove days: Delete Day: Use this button in order to delete an entire day from your itinerary. You are able to select the ...