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.