TOUR CHAIN MANUAL GUIDE - Agencies and Market

AGENCIES AND MARKET

The 'Agency and Market Selection' feature is designed to accurately identify and attribute bookings to specific partner agencies and market segments. This is crucial because your organization may implement varying sales policies, pricing structures, or service offerings based on the agency and market involved.

Essentially, this selection allows the system to apply the correct set of rules and conditions to the booking, ensuring accurate tracking, reporting, and fulfillment.

Key Points:

Partner Identification: Selecting the agency identifies the specific partner responsible for the booking.
Market Segmentation: Selecting the market helps categorize the booking based on target audiences or geographical regions.
Policy Application: Your organization may have distinct sales policies tailored to different agencies and markets. These policies could include:
- Commission rates
- Markup policies
- Specific product offerings
Mandatory Agency Selection: In order to properly apply the correct policies to a new booking, it is essential that the user selects the Agency in advance. This selection is a mandatory step in the booking creation process.

Tour Chain Booking Flow

1. INFORMATION

Primary Task: Define high-level booking parameters and client details.

Key Actions: Enter the booking code, booking name, agency/market source, travel period, booking type (e.g., Leisure/Package), lead passenger info, and select the target selling currency.

2. PAX BREAK

Primary Task: Establish group size ranges and passenger tier structures.

Key Actions: Configure passenger count buckets (e.g., 1-1, 2-2, 3-6,...25-40) and define rooming/occupancy setups so cost and price breakdowns scale accurately across different group sizes. It is strongly recommended to link all group sizes at this stage so that complete rate variations can be accurately passed to and managed within Pax Management based on the exact number of passengers.

3. BUY PRICE

Primary Task: Build the itinerary cost structure by adding supplier's net rates.

Key Actions: Link specific itinerary services, hotels, flights, meals, guides, and miscellaneous fees (e.g., bank fees, water, gifts). System automatically aggregates supplier costs into the total Buy Price (Net Cost).

4. SELL PRICE

Primary Task: Apply markups and margins to establish commercial pricing using either a Markup Direct setup or predefined Markup Schemes.

Key Actions: Set percentage or fixed markups across services/modules, evaluate overall profit margins, and lock in the final Sell Price (Gross Quote) before distributing rates to the Pax Management Tab

5. PAX MANAGEMENT (Key Step of a Booking)

Primary Task: Assign specific traveler identities and passenger policies.

Key Actions: Map individual passengers to roles (Adults, Children, Tour Leaders), apply child discounts or Tour Leader exemptions, and verify final per-person rate adjustments.

6. DESCRIPTION

Primary Task: Apply designated templates to complete and format client-facing itinerary details, logistical notes, and presentation content.

Key Actions: Review and edit service descriptions, logistical notes, day-by-day inclusions/exclusions, and finalize the descriptive text generated on client proposals and itinerary links.