Learn where to review your sales data and keep track of invoices.
In the Operations system (left-hand menu), select the Cost Overview tab at the top of the page to review your sales and profits using different product filters.
Examples:
1. Apply the Itinerary and Supplier filters to review all sales with a particular supplier in this itinerary.
2. Apply the Dates, Status-Confirmed, and Product Type-Experiences filters to see all activities sold within a particular period of time.
Some of the data is pulled in from the itinerary pricing table, while the amount paid to the supplier can be inserted directly in this table to see the balance and profits.
Also,
- Check the IRCV box to indicate that you have received an invoice from the supplier;
- Attach relevant documents under ATT
- Save notes for private (internal) use under NOTE
The Cost Overview table can be exported to an excel file.
