Learn how to manage product bookings, send direct email requests to suppliers, or change booking statuses manually.
1. GET STARTED WITH THE OPERATIONS SYSTEM:
FIRST, FILTER PRODUCTS YOU WISH TO MANAGE
Navigate to the Operations system from your left-hand menu or directly from the itinerary you are working on.
In the Products tab, start by applying filters located in the top row to retrieve the products you wish to work on. Filters include:
-
itinerary (type in the title or the TC-number)
-
customer name assigned to an itinerary
-
supplier name assigned to a product/s
-
travel dates
- booking request type
- booking request status
- product type (i.e. category)
- other (bookings with notes; with a passenger list)
2. NEXT, SELECT PRODUCTS TO MANUALLY CHANGE BOOKING STATUS OR SEND EMAIL REQUESTS TO SUPPLIERS
SELECT A PRODUCT
Once products are filtered, select a specific product you wish to work on. If you intend to send email requests, make sure to have the supplier assigned to a product.
SEND EMAIL REQUEST
To send booking, allotment, or other types of email requests to suppliers – tap on the Request button located at the bottom row.
Finalise the email template by selecting your company's terms and conditions document and entering your message.
The assigned supplier will receive your email and will respond to your request via a linked landing page. The supplier's confirmation or decline along with a message and other provided details will be registered in the Operations system.
ADD BOOKING STATUS MANUALLY
You can manually change the product booking status instead of using the email option.
This feature is helpful when bookings have been confirmed through channels other than TripCreator.
