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TRANSCRIPT
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Copyright © 2003 - 2008 All rights reserved
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A Business Solutions Company
Table of Contents
ii
COPYRIGHT ................................................................................................................................................... 1
GETTING STARTED ........................................................................................................................................... 1
INTRODUCTION .............................................................................................................................................. 3
SYSTEM OVERVIEW ......................................................................................................................................... 4
SYSTEM REQUIREMENTS ............................................................................................................................................................. 5
WHAT'S NEW IN TRAVELOGIC 3 ......................................................................................................................... 6
SOFTWARE ARCHITECTURE.......................................................................................................................................................... 6
FUNCTIONALITY ........................................................................................................................................................................ 6
CONCEPTS & TERMINOLOGY ....................................................................................................................................................... 7
ABOUT THE CONSORTIUM MODULE .............................................................................................................................................. 9
USING THE MANUAL ...................................................................................................................................... 10
THE TABLE OF CONTENTS ......................................................................................................................................................... 10
ALTERNATIVE LOCATION OF INFORMATION ................................................................................................................................... 11
FINDING YOUR WAY AROUND .................................................................................................................................................... 12
THE USER INTERFACE ............................................................................................................................................................... 12
NAVIGATING THE INTERFACE ................................................................................................................................................. 14
CONFIGURING THE SYSTEM ............................................................................................................................. 15
SERVER CONNECTIONS ............................................................................................................................................................. 15
SETTING UP SERVER CONNECTIONS ............................................................................................................................................. 15
ADDING A NEW SERVER CONNECTION ..................................................................................................................................... 15
SECURITY .......................................................................................................................................................................... 16
MANAGING SECURITY .......................................................................................................................................................... 16
GROUPS ................................................................................................................................................................................ 16
CREATING A NEW GROUP .................................................................................................................................................... 16
USERS................................................................................................................................................................................... 18
FINANCIAL ............................................................................................................................................................................. 19
CONFIGURING FINANCIAL SETTINGS ........................................................................................................................................ 19
DISPLAYING THE SYSTEM'S CURRENCIES AND RATES OF EXCHANGE ................................................................................................ 19
LOADING EXCHANGE RATES ................................................................................................................................................... 20
CONFIGURING SERVICE TYPES .................................................................................................................................................... 21
REPLICATION PUBLISHER .......................................................................................................................................................... 23
CONFIGURING REPORTS ........................................................................................................................................................... 23
SUPPLIERS AND SERVICES ................................................................................................................................ 24
ABOUT SUPPLIERS ................................................................................................................................................................... 24
THE SUPPLIERS SCREEN ............................................................................................................................................................ 25
SUPPLIER SERVICES .................................................................................................................................................................. 26
ADDING MULTIPLE SERVICES.................................................................................................................................................. 26
TOUR GROUPS ....................................................................................................................................................................... 27
Table of Contents
ii
ADDING A TOUR TYPE GROUP ................................................................................................................................................ 27
SUPPLIER FREE-OF-CHARGES .................................................................................................................................................. 27
CLIENTS AND CONTACTS ................................................................................................................................. 29
CLIENTS ................................................................................................................................................................................. 29
THE CLIENTS SCREEN ................................................................................................................................................................ 29
GENERATING TOURS, QUOTATIONS AND BOOKINGS - AN OVERVIEW......................................................................... 30
WORKFLOW OVERVIEW ............................................................................................................................................................ 30
CREATING A TOUR ................................................................................................................................................................... 30
TOUR WORKFLOW STATES ......................................................................................................................................................... 31
CREATING QUOTATIONS ....................................................................................................................................................... 32
CREATING BOOKINGS ........................................................................................................................................................... 32
BOOKING WORKFLOW STATES ................................................................................................................................................ 32
THE TRAVEL REQUEST .................................................................................................................................... 33
CATEGORIES ........................................................................................................................................................................... 33
QUOTATIONS: GROUPS, ITINERARIES AND PRICING ............................................................................................... 34
THE QUOTATIONS SCREEN......................................................................................................................................................... 34
DISPLAYING RECENT QUOTATIONS............................................................................................................................................... 34
BOOKINGS: VOUCHERS AND RESERVATIONS ................................................................................................................................. 34
THE BOOKING WORKFLOW ....................................................................................................................................................... 35
THE BOOKINGS SCREEN ............................................................................................................................................................ 35
DISPLAYING THE BOOKINGS FOR A TOUR ....................................................................................................................................... 35
CREATING A BOOKING .............................................................................................................................................................. 35
EDITING BOOKING DETAILS ........................................................................................................................................................ 36
CREDITORS .................................................................................................................................................. 37
TRACKING SUPPLIER PAYMENTS .................................................................................................................................................. 37
ACCOUNTING ............................................................................................................................................... 38
VAT RULES ............................................................................................................................................................................ 38
INTERNATIONAL TAX RULES ....................................................................................................................................................... 38
PREPARING TO CREATE ACCOUNTING DOCUMENTS........................................................................................................................ 38
TRAVELOGIC REPORTS .................................................................................................................................... 39
MANAGEMENT REPORTS ........................................................................................................................................................... 39
OPERATIONAL REPORTS ............................................................................................................................................................ 40
RUNNING REPORTS .................................................................................................................................................................. 40
RUNNING REPORTS FROM THE REPORTS SCREEN ............................................................................................................................ 40
INDEX ......................................................................................................................................................... 41
Copyright
Copyright © 2012 Imaginary Company (Pty) Ltd — all rights reserved.
No part of this work may be reproduced in any form or by any means - graphic, electronic, or
mechanical, including photocopying, recording, taping, or information storage and retrieval
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While every precaution has been taken in the preparation of this document, the publisher and the
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accompany it. In no event shall the publisher and the author be liable for any loss of profit or any
other commercial damage caused or alleged to have been caused directly or indirectly by this
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Travelogic User Guide
Imaginary Company (Pty) Ltd 1
Getting Started
To use Travelogic:
You must have the client software installed on your computer.
You will also require a network connection to the Travelogic database server.
The client and server computers must meet the minimum hardware and software
requirements.
Read this User Guide.
Typographical conventions
Before you start using this guide, it is important to understand the terms and typographical
conventions used in the documentation. For more information on specialised terms used in the
documentation, see Travelogic terminology or the Glossary at the end of this document.
The following kinds of formatting in the text identify special information:
Formatting Type of Information Example
Bold Menu options, command buttons, tabs, dialog
box titles, labels and options.
Names of the icons and items.
Names of screens, tabbed pages, and pop-up
windows.
On the Tools menu, click
Options.
A key to be "typed" Type y to continue.
Roman Error message names The printer is offline.
Monospace Text that you need to type into text fields. Also
used for field values. In the Date box, type: April 1
Emphasis
(Italics)
Italic text used to emphasize important points.
Also used to indicate states in the workflow of
tours, quotations, bookings, services and
suppliers.
You must close the window
before you exit.
Press Next to continue.
List bullets [•] A bulleted list displays a series of concepts,
items, or options.
The database owner can:
Create and delete a
database.
Add, delete, or modify a
document.
Add, delete, or modify
any information in the
database.
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Formatting Type of Information Example
List
numbering [1.
2. 3.]
A numbered list displays procedures or other
sequential lists.
Step-by-step procedures are instructions
followed to complete a specific task.
To log on to a database
1. On the File menu, click
Open Database.
2. In User Name, type your
name.
3. In Password, type your
password, and then click
OK.
CAPITALS Names of keys on the keyboard. For example, SHIFT, CTRL, or
ALT.
KEY+ KEY Keyboard combinations you need to press and
hold down one key and then press another, for
example, CTRL + P.
Use the CTRL+P key
combination to print.
The Note icon precedes extra topical
information.
This Note message is presented
in non-bold, non-italic text.
The Important icon precedes important
information.
This Important message is
presented in non-bold, non-
italic text.
This Warning icon provides a warning to the
user against potential mistakes.
This Warning message is
presented in bold, italic text.
This Caution icon provides a warning to the user
against actions that could cause a critical error.
This Caution message
important is presented in non-
bold, italic text.
The Tip icon indicates a suggestion or hint to
guide or assist the user.
This Tip message is presented
in non-bold, non-italic text.
Travelogic User Guide
Imaginary Company (Pty) Ltd 3
Introduction
Welcome to Smartsource Business Solutions' Travelogic software.
Travelogic is a destination management application that enables in-bound tour operators to easily
plan and book tours, to generate customised quotes and develop detailed itineraries from a
centralised database of suppliers and services.
This guide is designed to provide users of Travelogic with the knowledge required to set-up a new
installation of the application, and to fully utilise the Travelogic software for the creation of
customised quotes, detailed itineraries and bookings.
Intended Audience
This guide is aimed at all users who will be capturing travel requests and processing quotations,
and at users who are responsible for the set-up of the software and all reference data prior to
use.
Contacting Smartsource Business Solutions
Please contact us should you have any queries with regard to this manual and/or the Travelogic
software.
Travelogic User Guide
Imaginary Company (Pty) Ltd 4
System Overview
Travelogic is a destination management application that enables tour operators to respond to
booking inquiries, with detailed and accurate travel options, quickly and efficiently. You use it to
create quotations and bookings for individual travellers, groups, group series and incentive tours.
At the core of Travelogic is a database of suppliers, clients and services, which contains
detailed information for:
The season periods of each supplier.
The rates for every service offered by the supplier within each season.
This information is used directly in the creation of quotations, itineraries and bookings.
Every booking starts as a travel request from a client. A tour is recorded, as a FIT
(Foreign Individual Travel), group, group series, or an incentive tour, with a full
description of the request.
From this point:
Multiple quotations can be created for each tour as necessary, and each with a different
itinerary.
Detail for each service in the quotation itinerary is based upon its profile in the database.
Ad hoc items can easily be added to a quotation for any services that do not exist in the
database.
Instead of creating multiple quotations for similar itineraries which differ only in date
or tour size:
You can create a single quotation which can have multiple groups using the same itinerary.
This allows you to quote the same client for alternate trip dates or for several possible group
sizes.
It also enables you to quote for group series tours.
Once an itinerary for a particular quotation group or groups, has been accepted by a
client:
A booking can be created from the quotation.
Each group within the quotation can be converted into a separate booking,
And multiple bookings can be created from a single quotation, if multiple groups have been
set up within it.
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System Requirements
Hardware
The following recommended minimum hardware is required for Travelogic Version
3:
Client
Intel Pentium 4 or higher CPU
256 MB RAM. (Usual entry-level RAM is 1GB)
20MB of available hard drive space. (Usual entry-level HDD is 160GB)
Super VGA monitor
Microsoft mouse or a compatible pointing device.
Server
Intel Pentium 4 or higher CPU
1GB RAM
The server should be dedicated to the Travelogic system.
Software
The following recommended minimum software is required for Travelogic Version
3:
Client
Microsoft Windows XP
Microsoft .NET Framework 2.0 (Please contact your System Administrator for assistance with the installation)
Server
Microsoft Windows XP
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Imaginary Company (Pty) Ltd 6
What's New in Travelogic 3
Software Architecture
The main reason for the release of a new version of Travelogic is to keep pace with the emerging
technologies from Microsoft. Travelogic Version 3 is based on the Microsoft .Net Framework 2.0,
as opposed to the original Microsoft .Net Framework 1.1. This means Travelogic can easily
migrate to newer operating systems, such as Windows Vista, and any other releases that appear
in the future.
Additionally the reports, which were originally based on Crystal Reports 11, have been
redeveloped using the Microsoft .Net Framework 2.0 reporting engine which is faster and more
efficient, and also does not require any additional licensing costs or third party software.
Version 3 introduces a range of massive user interface improvements gathered from feedback
over the course of the Travelogic development:
New ‘Fluent’ interface. Travelogic has been completely revamped to use the latest in
interface designs known as the ‘Fluent’ interface. This was introduced in Microsoft Office
2007 to enable users to work more efficiently with their documents. This concept has been
introduced to facilitate a more efficient and user-friendly experience with Travelogic.
Multiple windows can be opened simultaneously. This means users are no longer
restricted to viewing one quotation or supplier at a time.
Key concepts have been renamed. In previous versions of Travelogic we had the concept
of ‘Allotments’ which referred to the amount charged for each service. This was confused
with the industry term ‘Allotments’ which refers to the contracted number of rooms available
to a client at a given hotel. This concept is now referred to as ‘Quantities Charged’.
In addition, the previous version had the concept of ‘Cost Groupings’ which referred to
different groups of costs for a set of services. This concept is now known as ‘Itineraries’.
Functionality
Multi company enhancements. The concept of running multiple companies off a single
database has been expanded. In previous versions multi companies could be setup but they
could not have their own set of general settings, exchange rates, accounting integration
settings etc. This has all been added into version 3.
Adding services to specific group or itinerary. In the past if a user was quoting multiple
groups or itineraries, and they wanted a specific service to appear only on one of these
groups they would still see that service appearing on all their other group or itinerary
itineraries. This was confusing and difficult to manage. In version 3 users can now drop
services onto specific group sizes and specific itineraries without having to see them
appearing on their other itineraries.
Reservation Emails. Previously one could only send Reservation requests. Version 3 allows
sending of Cancellation requests based on the entered reservation numbers.
Quotation Templates. Users can now mark specific quotations as templates (adding a
name and description to them). When quoting on other itineraries they can then reuse
specific sets of services from these templates by simply selecting them and dropping them
into their current itinerary.
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Concepts & Terminology
Some of the terminology used in the Travelogic system may differ slightly from what you may be
used to.
To help clarify the meanings of some of the terms used in the system, and in this manual, some
important concepts are described and explained in the following sections:
Suppliers
Suppliers are organisations who provide accommodation or other service items that may be used
in the compiling of quotes, such as accommodation, car rental, activities or meals.
Services
Each item that is offered by a supplier and which has a separate rate or description is classed as
a service on Travelogic. An example of a service might include different room types offered by an
Hotel, such as a Standard Room or a Luxury Room.
Bases
Each service has a set of available bases, pronounced (bā'sēz'), (the singular is basis) which
indicates how a client is charged for this service.
Examples of bases include:
Per Person Sharing - This indicates the amount each person sharing a room (with one or
more other people) will pay for the accommodation.
Single Supplement - This indicates the amount that is charged in addition to the Per Person
sharing amount which a single person will pay for a room when not sharing the
accommodation.
This means that when a single supplement is used, a per person sharing rate is always added to it. If you
are given a single person rate, you will need to convert it to a supplement by subtracting the per person
sharing rate.-
Child Supplement
Extra PAX Supplement
Child Rate - indicates how much a child will pay for this service
As child rates may vary depending whether the child is sharing a room with adults or not and the
definition of a child varies from supplier to supplier, these conditions should be made clear on the Notes
for the service in question.
Extra Pax Rate - indicates how much a third or subsequent person will pay for an extra bed
in a double or larger) room.
Per Person - indicates the rate each person pays for a service.
Per Unit - indicates the rate that is paid for one unit of the particular service. For example
this rate may be per room, per bus or per car.
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Imaginary Company (Pty) Ltd 8
Per Unit rates are usually divided equally amongst all the PAX that use the service. Per Child
- (for flights) indicates the rate a child will pay for a flight.
Per Unit rates are usually divided equally amongst all the PAX that use the service. Per Child - (for flights)
indicates the rate a child will pay for a flight
Not all the available bases will be applicable to any given service; the irrelevant ones may be
ignored. The bases that are available for each service depend on the service type.
Rates
The rate for a service is the numerical value that is associated with a particular basis. For
example, the per person sharing rate might be R600.
Clients
Clients on Travelogic can be one of two types:
Individuals - clients who approach you directly.
Agents - clients who will usually approach you, on behalf of an individual, or a group of
individuals.
Tours
A tour on Travelogic captures the essential details of a travel request for a particular client. This
includes:
The name and contact details of the client that made the request.
The name of the travellers, if different from the client - for example, the request is made by
an agent on behalf of a client.
The intended start date of travel.
The number of travellers, including a breakdown of number of people sharing
accommodation, the number of singles and number of children.
A description of the client's requirements for the trip to help you prepare an itinerary.
Because you may create more than one quotation for a single travel request, the tour also serves
as a means to group quotations. You can display all the quotations or bookings that have been
generated for a single tour.
Quotations
A Travelogic quotation is a means of compiling an itinerary of services, both using the database
and Ad-hoc services, combining per-person and group cost. A quotation comprises the following
elements:
An itinerary.
One or more groups.
One or more itineraries.
Itinerary
The quotation itinerary is a date-ordered list of services, each with an associated basis and rate and the quantity of each rate included in the total.
Travelogic User Guide
Imaginary Company (Pty) Ltd 9
Groups
A single quotation may contain several groups with differing quantities of people and start dates.
The itinerary of services is the same for all groups on a quotation. However, the bases and rates
may be adjusted or excluded to obtain different total costs.
You can use groups to quote a client:
For several alternative start dates or group sizes (in which case only one booking will
eventually be made.)
For a tour that will be repeated on different dates (in which case, more than one booking
may eventually be made as a booking is for each group in the quotation.)
Itineraries
Itineraries are a way to separate costs:
For sub-groups within a quotation who may use slightly different itinerary services,
For different rates for the services and will be quoted a different cost for the tour.
Where different itineraries use the same itinerary of services but the bases and rates can be
adjusted or excluded to obtain a different total cost.
Bookings
A booking is a quotation for a particular group, which is in a confirmed state, so that rates and
allotments may no longer be changed.
About The Consortium module
If you are using Travelogic as a consortium member, some of the supplier data, with respect to
services, descriptions and rates will belong to the consortium and some of the data will be your
own local data.
Consortium data is copied to your server via replication, which is usually done on a scheduled
basis but can also be done manually. This is done so that you can use the suppliers, services and
rates that belong to the consortium.
However, all replicated data belonging to the consortium residing on your Travelogic server is
protected. This means that you may add services and descriptions to consortium suppliers, but
you cannot delete or change anything. All modifications to consortium data must be done
centrally and by the consortium only. The modifications will then be replicated again to all servers
that are consortium members.
Data for local suppliers that you have created yourself can be modified at any time. These
suppliers and their details will, however, not be visible to the consortium or to any other
consortium members.
Travelogic User Guide
Imaginary Company (Pty) Ltd 10
Using the Manual
The most critical factor for using this manual successfully is that you find information fast.
The contents of the manual are categorised into specific topic and sub-topic areas of Travelogic
functions and rapid access to information is attained by navigational aids, such as the Table of
contents, Index and Search facilities. Each major topic or sub-topic also contains related sub-
topic "See the following..." information links.
The Travelogic Table of contents pane provides direct access to each and every topic and should
provide you with all the information you need.
The Table of Contents
i. The Introduction major topic serves as a general introduction to Travelogic - a guide to
the interface and its associated ribbons and menus, screens and the method of navigation
through the manual.
ii. The Configuring Travelogic topic describes the basic level of configuration that applies
globally throughout the system. Configuration to Server connections, Security, Financial
settings, Languages used, User locations, Service definitions, Replication tools and Report
settings are described here.
iii. The Tools topic describes the process of replicating consortium data.
iv. Suppliers and Services deals with setting up suppliers and their services including
service details and rates for each supplier.
v. Clients and Contacts describe the procedures for managing information relating to your
clients and other contacts.
vi. An Overview of Tours provides an overview of the full cycle process of initiating a tour
from travel request to creating itineraries, quotations and bookings.
vii. The Travel Request topic presents an overview discussion of the processes used to
generate a travel request or tour, create one or more quotations and process one or more
of these quotations through to a booking. The tour, quotation and booking states in
Travelogic's workflow are also described here.
viii. The Quotations topic describes how to create quotations for a client travel request by
adding services to the itinerary, creating additional quotation groups for different PAX
numbers and start dates, and managing itineraries for separate pricing.
ix. The Bookings topic describes how to maintain bookings on Travelogic and includes
tracking the booking status of each service with your suppliers, creating vouchers and the
management of supplier payments.
x. The Creditors topic discusses the reconciliation of actual cost prices and manages all the
supplier payments.
xi. Accounting describes Travelogic's ability to create accounting documents and integration
options with third-party accounting systems.
xii. Travelogic Reports describes access to the various reports that are available to you.
Travelogic User Guide
Imaginary Company (Pty) Ltd 11
Alternative location of information
If you are looking for direct help on performing any particular function, browse the table of
contents or use the Index tab to find a relevant topic reference. You should use the Search tab to
locate a specific word or phrase.
Favourites
If you personally perform a job function that involves a specific area of Travelogic, you may
assign these areas to the Favourites tab.
Glossary
Specialised Travelogic terminology is described.
Logging On
Before you can login to Travelogic, you must be in possession of a user name provided to you by
your administrator. When you login for the very first time, the system will allow you create your
own password.
To start Travelogic:
1. Double-click the Travelogic shortcut on your desktop.
The Travelogic login page appears.
2. Select the name of your Travelogic server from the Server selection list. Your system
administrator will provide you with the correct server name, if you are uncertain.
3. Enter your user name in the Username name field.
4. Enter your password in the Password field.
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Imaginary Company (Pty) Ltd 12
If you are logging in for the first time, you can leave the Password field blank. When you click OK,
the Change Your Password dialog box will display, so that you can create a password for yourself.
1. Select the Remember password tick-box if you want the system to remember your password
so that you don't have to type it in again the next time you log on.
2. Click OK.
Finding your way around
When you have successfully logged on, the Home screen of the Travelogic main window will
display by default.
This screen becomes the base-camp for all your activities and from here you can navigate to the
all other screens, windows and functions in the system.
Details about interface elements, menu options and system functionality will be dealt in each of
the individual sections.
The User Interface
The Travelogic Version 3 introduces a new user interface (UI) feature that is known as the Ribbon
and the Travelogic button, which is part of the Microsoft Office Fluent user interface. The Ribbon
organises related commands so that they are easier to find.
These commands are organized into groups along a horizontal strip at the top edge of an
application window. Related groups are organized on tabs, such as the default tabs Tours and
Clients that help users to perform tasks.
The Travelogic Button opens a menu containing frequently used system and file-level commands
for a number of system tools which help you manage the way the system is used. Most of the
Travelogic User Guide
Imaginary Company (Pty) Ltd 13
features that were accessed by using the menus and toolbars in earlier versions of the Travelogic
system can now be accessed by using the Ribbon.
Travelogic has seven full-screen modules, each of which has several sub-screens. You can
navigate between modules using the tabs on the Ribbon at the top of the window.
The image below shows the User Interface with the Tours module selected.
The main components of each Travelogic window are as follows:
The Title bar indicates which module you have open, and also shows which supplier,
package, tour, quotation or booking is displayed in that window.
The Travelogic Button opens a menu containing frequently used system and file-level
commands for a number of system tools which help you manage the way the system is used.
The Ribbon Tabs enable you to open the different Travelogic screens.
The Ribbon options enable you to perform activities that are specific to the screen that is
open.
The Data Panes are the sections of a screen which display different Tour information
depending on which module window is open. The central panes usually display a list of
records in the Travelogic database, which might be clients, suppliers, tours, quotations,
services or packages.
The Filter Bar, allows you to select specific criteria to include or exclude information listed
on the screens.
The Status bar, when visible, shows the server connection status.
The components of each the Travelogic modules will be discussed on each individual topic.
Travelogic User Guide
Imaginary Company (Pty) Ltd 14
Navigating the Interface
On the main Travelogic Home window, the Tabs on the Ribbon enable you to navigate between
the Travelogic modules. The Ribbon tabs, Functional buttons on the Home screen and a short
description are shown below.
The Travelogic modules accessed from the Tabs are:
The main Home Travelogic module that displays when you load the software.
The Tour module, displays a list of created Tours.
The Alerts module, displays alerts created by you or sent to you by other users.
The Clients module displays a list of all Clients captured into Travelogic and includes Contact
details, Location address, Financial data, Profit & Accounts data and finally, Commission
levels.
The Contacts module, displays a list of individual contact persons at each of the clients.
The Supplier module, displays a supplier's details, including their rates and services.
The Reports module, displays the list of Travelogic reports available.
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Configuring the System
This chapter covers the Travelogic configuration options. These options are found under the
Configuration option in the Travelogic Button menu.
Most importantly, it discusses configuration settings that are needed when you use Travelogic to
create itineraries and quotes. These include:
The financial settings associated with your services and quotes.
The geographical locations in which your clients are based, and in which your suppliers or
services are situated.
Definitions for all the services which will be attached to your suppliers, and which you will
use when you create itineraries and quotations.
These options provide guidelines to the configuration of the following Travelogic functions:
Server connections
Whenever you login to Travelogic, you will connect to a server, which is usually the computer on
which your supplier and client database is stored.
Travelogic provides for connections to several servers. Depending on your organisation's
infrastructure, there may be several servers installed requiring connections to different servers.
Setting up server connections
Adding a new server connection
If you need to connect to a different server, you can set up a new server connection or from the
login page. You need to get the server details from you administrator.
To add a new Travelogic server connection:
1. Select File – Connection Setup from the Travelogic button.
The Server Connections window contains a list of Travelogic servers.
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Imaginary Company (Pty) Ltd 16
Security
User permissions for application features are applied at a group level, implying that all users are
assigned the same permissions and access levels within the group or groups to which they
belong.
Managing security
Each user is assigned to one or more groups according to the security level required. This ensures
that each user has the correct level of access to perform the tasks that they need.
The Configuration - Security menu allows you to manage users and groups, thus controlling
user access to all Travelogic features.
Groups
Every Travelogic user is a member of at least one security group, and can use the features which
are assigned to that group.
The User Groups window displays a list of existing groups on Travelogic. You may Add, Modify or
Delete Groups as required.
Creating a New Group
To create a new group
1. Select Travelogic Button > Configuration > Security > Groups.
2. Click the Add button on the Groups window.
3. Enter a User Group Name and optional Description for the new group on the User Group
dialog box.
4. On the Feature Access tab in the bottom section of the page, select the Travelogic features
to which you wish to grant this group access:
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Imaginary Company (Pty) Ltd 17
• Place a tick in the Permit column next to features that you want members of the
groups to be able to access.
• Place a tick in the Deny column next to features that you want members of the groups
not to be able to access.
5. On the Members tab, select the users who should be members of this group, by placing a
tick in the Member column next to their names.
6. Click OK to save the group's details.
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Users
Travelogic users can be assigned to one or more groups according to the security level they
require. This ensures that each user has the correct level of access to perform the tasks that they
need.
1. Select Travelogic Button > Configuration > Security > Users.
The Users window displays a list of existing Travelogic users. You may Add, Modify or Delete
Users as required.
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Financial
Travelogic supports many financial functions which may be configured and customised to the
users’ requirement.
This enables Travelogic to control how many of the financial transactions are processed.
Configuring financial settings
Travelogic has a general settings option accessible on the Travelogic Button menu.
1. Select Configuration > General Settings in the Travelogic Button menu.
On the Company Specific tab of the Settings dialog, are options to maintain the following settings
which can be applied to all quotations:
General settings for Currency, Language, Location and Report Templates.
Profit settings for Agents and Direct Clients.
Tax setting for VAT number.
Quotation service setting.
Settings for Accounting rules and default accounting codes.
Management of Exchange rates.
Settings for Report layout, such as, Logo, Header, Footers, etc.
Displaying the system's currencies and rates of exchange
Clients are usually invoiced in your default currency, but they can be invoiced in any currency of
your choice. Services attached to a quote will also be charged in your default currency, unless
another currency is selected when set up on a supplier.
For example, tourists visiting Zimbabwe are quoted in US dollars for all the services provided
whilst in Zimbabwe.
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If you are planning to invoice or quote in any currency other than Rand, make sure that it is in
the currency list, otherwise it will not be available for selection from the selection list.
To view the currencies:
1. Select Configuration > General Settings > Company Specific tab > Exchange Rates in
the Travelogic Button menu.
Loading exchange rates
Exchange rates for all foreign currencies are defined with respect to your default currency. On the
Exchange Rates window, you can load current exchange rates on a daily, weekly or monthly
basis. The Effective Date column indicates the date the currency was loaded and its effective
validity.
To update exchange rates:
1. Select Configuration > General Settings > Company Specific tab > Exchange Rates in
the Travelogic Button menu.
2. In the Exchange Rates table, select the currency to update and click the Edit Exchange Rate
button at the side of the window.
3. In the Exchange Rate dialog box, enter the exchange rate for the currency with respect to
South African Rands in the Exchange Ratio field.
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Configuring Service Types
All services on Travelogic fall under one of the following built-in service types:
Accommodation
Activities
Airport Tax
Car Rental
Daily Tour
Extras
Flights
General
Human Resources
Meals
Outsourced Tour
Package
Tour
Transport
Some individual services, although not all of them, can be further sub-classified into categories.
Each service type has its own bases and categories (if applicable). However, since all services are
treated in the same way, the information stored in each profile with a supplier is the same.
To overcome this limitation, you can set up your own custom reservation fields for each service
type and define additional information for each service when it is used in a quotation.
The add or edit service types and the bases, categories and custom reservation fields:
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1. Select Configuration > Configure > Service Types in the Travelogic Button menu.
The Service Types window has two panels:
The left-hand pane - the names of the Travelogic service types.
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Replication Publisher
Replication of data with the consortium service is usually set up to occur automatically every
night. The location of the consortium server to which you connect must be configured before any
replication processes can occur.
Select the Replication Publishers menu option from the Travelogic Button menu.
A list of current Replication Publishers will be displayed. If none are listed, click the Add button
to insert a new publisher to the system.
Configuring Reports
Report configuration can be processed from three areas in Travelogic.
To adjust the Report settings, such as - the report header and footer, logos and financial details
that you want to include on the reports:
1. Select Configuration > General Settings > Reports in the Travelogic Button menu.
or
2. Select the Reports tab > Edit settings option on the Travelogic main screen.
To manage the Report modules:
1. Select Configuration > General Settings > Reports in the Travelogic Button menu.
or
2. Select the Reports tab > Edit Modules option on the Travelogic main screen.
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Suppliers and Services
This chapter covers all the procedures used to enter the data required to generate travel requests
and quotes for your clients.
Setting up the Travelogic database involves setting up a profile for every supplier, to which you
attach services, rate conditions, rates and any Free of Charges (FOCs) that apply to the services.
About suppliers
This module allows you to manage the suppliers who provide various services.
Within Travelogic, suppliers represent the properties which offer accommodation, as well as other
organisations who offer services such as transport, car rental, meals or activities, which you may use when
preparing itineraries for clients.
The Suppliers module is the most important part of the system, so you should be very thorough
and careful when entering the data for each supplier's profile.
All the information for the supplier that you enter here is stored in the Travelogic database. When
you generate a quote for a client that includes a service or services offered by a supplier will be
extracted from the database.
In addition to the usual supplier information, such as; name, address, contact and payment
details, each supplier profile should have the following information attached, so that it can be
used to generate quotes and tours.
Services - These are all the different items that are offered by the supplier - every item that
has a different rate associated with it must be entered as a separate service. For
Accommodation suppliers, for example, the services would correspond to different room
types. Adding services is essential to set rates and FOCs and to generate quotes.
Rates - These are the rates, seasons, locations, tour groups, age groups and length of stay
for which a particular rate applies.
Services, seasons, locations and tour groups must be set up before you can specify rates
or generate quotes.
FOC Breakpoints - These are numerical breakpoints that specify the number of people who
need to be booked with a particular supplier in order to receive certain services free of
charge. You'll need to set up the FOCs granted by some suppliers.
Documents - You can optionally attach various documents to a supplier's profile.
To generate tours, quotes and bookings for your clients from the services offered by the supplier, you must
have set up services, seasons, locations, tour groups and rates in the supplier's profile.
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The Suppliers screen
Click the Suppliers ribbon tab to open the Suppliers screen.
Existing suppliers are listed in the Suppliers pane showing the headings Name, Contact and
Location. You can double-click on each supplier to view their details in the Supplier window.
In the Suppliers ribbon, actions that you can perform on suppliers are grouped into:
Actions which include options to create, edit, delete and copy a supplier.
Communicate which enables you to email and open the web site of a supplier.
Supplier Reports which generate a summary of certain details of a single supplier or all suppliers on the
system, can be viewed or printed from the main Reports tab.
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Supplier services
Once you have added all the general and payment details that you require for your service
provider, you must set up the services that are supplied. When the Services are complete you
must enter the rates that apply to each service.
The services are attached to the supplier's profile on the Services screen.
You MUST add at least one service - for example, a Standard Room, even if there is only one kind of item
offered by the supplier.
Click the Services tab on the Ribbon tabs in the Supplier window.
The existing services that the supplier offers are listed by type on the Services screen. The
Actions command menu is used to add, edit, delete or import services.
Adding multiple services
When you add services to a supplier's profile you can select to add one service at a time or
multiple services of the same type simultaneously. All services added to the Supplier profile can
be edited at a later stage to add descriptions, pictures and other detail.
When creating multiple services, they should all be of the same service type. For example, all should be
Accommodation, or all be Transport, and so forth.
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Tour Groups
On the Tour Groups screen of the Rates window, you can specify tour groups for the rates to fall
into.
When you select a tour group in the top section of the screen, the tour ranges to which this group
applies are displayed in the bottom section of the screen. You can add further tour groups.
A Tour Type cannot belong to more than one group.
Adding a tour type group
To add a tour type group:
1. Click the Tour Groups tab on the Rate Sheet.
2. Click the New tour group button from the Actions command menu to add a new group.
Supplier free-of-charges
Some suppliers offer Free of Charge (FOC) services as an incentive to tour operators, dependent
on the number of bookings placed with them. Usually you will receive a service free of charge or
at a discount, for a certain quantity of a service or services that you book.
For example: For every 100 passengers you book on Aero Coaches, you get passenger number 101 free of
charge.
• In your quote you will need to specify whether the FOC is to be distributed to costing
(to cover the cost of the guide or driver, or just to bring down the cost of the other
guests) or whether it will be retained by yourselves, the tour operator, as profit.
• If you select FOC savings distributed to costing, the client's invoice will reflect the
charge for 100 passengers only, although it will be divided by 101 passengers.
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• If you select FOC savings retained by tour operator, the clients invoice will reflect the
cost of 101 passengers and the FOC (the cost of one passenger) is retained as profit.
You can set up the FOC (Free of Charge) breakpoints for each supplier on the Free of Charges
screen.
Click the Free of Charges tab on the Supplier window to display a list of the supplier's FOCs.
The Free of Charges screen displays the Type, Consumed Service, and Consumed Basis for each
FOC. This indicates the service that needs to be consumed for the breakpoint to be applied and
the basis at which it needs to be consumed, if any.
The FOC Actions command menu allows you to add, edit and delete free of charge breakpoints.
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Clients and Contacts
Clients of Travelogic users and their associated contacts are managed and maintained via the
Contacts tab on the main screen.
Clients
Clients on Travelogic are identified as one of two types:
Individuals - These are clients who approach you directly.
Tour Operators (Agents) - These are clients who will usually approach you on behalf of an
individual or a group of individuals.
You must create a profile for each of these Tour Operators and Individuals in the Clients screen,
so that their details are included on quotations.
The Clients screen
Click the Clients tab on the tool bar to open the Clients screen.
Existing clients are listed according to their type - Individual or Tour Operator - in the Clients
pane of the screen. The Name, Contact and Location for each client are displayed.
Double-click on each client or select a client and click the Edit Contact button to view their
details in the Client window.
In the ribbon of the Clients screen, the Actions command menu provides options to create, edit,
send an email and delete a client.
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Generating Tours, Quotations and Bookings - An Overview
Travelogic allows you to generate detailed quotations, bookings and itineraries by drawing
supplier, client and service information from the central database.
Every booking on Travelogic begins its existence as a tour, which contains the details of the
client's original travel request.
This chapter covers the procedures used to create tours, quotations and bookings on Travelogic,
which involves the following steps:
1. Capturing a client's travel request as a tour.
2. Creating one or more quotations with an itinerary.
3. Creating bookings for accepted quotations.
Workflow overview
The entire booking process is regulated by Travelogic's Workflow menu, which allows you to
promote a tour to a quotation, and a quotation to a booking and allows you to track the status of
any travel request.
There are separate but interdependent states for tours, quotations and bookings, each of which
will be dealt with separately.
The state of a tour, quotation and booking indicates its progress in the workflow, that is whether
it is quoted, booked, cancelled or completed.
This section presents a broad overview at the process of creating tours, quotations and bookings,
and takes a brief look at the tour, quotation and booking states in Travelogic's workflow.
Creating a tour
A tour will contain the following information about the client's travel request:
The type of tour/group (i.e. FIT, group, group series or incentive ).
The name of the client for whom a quotation should be generated.
The names of the traveller or group that will be on the tour.
The estimated number of people that will be on the tour.
The estimated start date of the tour.
A description for the tour detailing the client's requirements.
The tour state, indicating its state in the tour workflow, i.e. whether it has been quoted for,
booked, paid for or completed.
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Tour workflow states
A description of each state that a tour may have at any stage in the tour workflow.
The workflow process begins and ends in the Tour Workflow. It begins when a new tour is created in the
New Request State and ends when the tour is marked as completed and moved to the Finalised state.
In Progress
When the travel request is first captured, the tour is in the New Request state.
In this state, a quotation will be compiled and presented to the client. As soon as the first change
is made to a quotation in the tour, the tour will move to the In Progress state.
Booked
The Book Quotation button in the quotation Workflow command menu moves the tour to the
Booked state.
A tour remains in the Booked state from the time a booking is created until the booking has been
finalised.
In this state, you can confirm the availability of booked services, await the client's deposit or final
confirmation, make confirmed bookings with suppliers, pay suppliers if required, and generate
vouchers before you finalise the booking.
Booking Complete
The Finalise button in the booking Workflow command menu moves the tour to the Booking
Complete state.
When, just one booking for the tour has been finalised, the tour moves automatically to the
Booking Complete state. Nothing further needs to be done to the tour in this state.
However, if an additional booking is made for a tour in this state, the tour reverts automatically
to the Booked state.
Finalised
Once the tour is finished, you can click the Finalise button from the tour Workflow command
menu to mark the tour as Finalised and remove it from the list of your open tours.
When you move a tour to the Finalised state, all quotes for that tour that are not yet in the Locked state are
cancelled, and all bookings that are Booked are moved to Finalised.
Cancelled
A tour is moved to the Cancelled state, if it is cancelled by the client or supplier at any stage in
the workflow.
You cancel a tour by clicking the Cancel tour button from the tour Workflow command menu.
When you move a tour to the Cancelled state, all quotes for that tour are moved to the Cancelled state and
all Unbooked bookings are Cancelled.
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Creating quotations
Each quotation will contain the following information:
An itinerary with rates for each service.
At least one itinerary.
At least one, but possibly several quotation groups which will be quoted for, with a start date
and quantity for each.
A state, which indicates the stage of the quotation in the workflow.
The default profit that will apply to the cost price for all services in the quotation.
The status of FOCs on services in the quotation, indicating whether they are to be passed on
to the client .
Creating bookings
Travelogic allows you to make one booking for every group in a quotation, therefore multiple bookings can be created for the same quotation as long as they are for different groups.
The booking will contain the same itinerary and rate information as the quotation upon which it is based.
In a booking, however, the rates and allotments are considered final and cannot be changed.
Booking workflow states
A description of each state that a booking may have in the workflow follows.
Open
Once a booking has been created it is in the Open state until it is finalised.
Closed (Cancelled)
A booking is moved into the Closed (Cancelled) state if it has been cancelled completely by the client (or supplier).
This can be done at any stage in the booking workflow. The Closed (Cancelled) state is final, and no further operations can be done to the booking.
Closed (Finalised)
The Closed (Finalised) state is the final stage of the booking's workflow.
You can promote a booking to this state from the Open state whenever it is considered final, depending on your organisation's requirements.
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The Travel Request
When you receive an expression of interest in travel, either from a tour operator or a direct client,
you can capture the details of the travel request into the Tours module in Travelogic.
This travel request/tour then forms the basis upon which you can assemble a quote, or quotes for
the client, and subsequently create bookings for a quote that is accepted.
Holiday tours generally fall into one of four categories: FITs, Groups, Group Series and
Incentives. The type of quote generated depends upon the kind of tour.
Categories
The four types of Tour categories are:
1. FIT: Foreign Individuals Travelling. A small group - usually not more than about 9 people - on
a customised, once off tour or holiday.
2. Groups: A larger group - usually between 12 and 40 people - on a customised tour or
holiday.
• If a group tour is a success and you wish to re-run the tour, the original quote can be
turned into a template, and further tours based upon it.
3. Group Series: A pre-made tour, created on demand from an overseas agent, that gets run at
regular intervals, such as monthly, or quarterly.
• Like Groups, they usually have a minimum of 12 people and a maximum of 40.
• The Group Series tour has a set departure date, a set itinerary, and a set price (with
slight variation for high and low season).
• Because all the tours in the series have the same itinerary, the tours can be based on a
single template.
4. Incentives: An Incentives tour is a customised tour put together for a much larger company
group.
• The group may be as large as 1000 people.
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Quotations: Groups, Itineraries and Pricing
When a client's travel request is captured in the form of a tour, the next step is to generate a
quotation for the client, with a proposed itinerary and cost.
Multiple quotations may be created for a single travel request, although a single blank quotation
is created by default when you first create a tour.
Each quotation has:
An itinerary of services, with their associated rates.
One or more quotation groups, each of which have a tour start date and a group size
associated with it.
One or more itineraries which enable you to group costs that apply to subcategories of the
main quotation group.
Quotations for FIT tours usually have only one quotation group, whereas quotations for
group, group series and incentive tours may have several.
The Quotations screen
You can view existing quotations on the Quotations screen, which can be opened in one of the
following methods:
From the Home screen, double-click the desired tour and then double-click the quotation
from within the Tours window.
From the Home screen, double click the desired quote.
From the Tours screen, double-click the desired Tour and then double-click the desired
quotations from the Tours window.
Displaying recent quotations
To display recent quotations, click the Home tab on the main Travelogic window.
The Recent Tours are displayed in the top half of the window and the Recent Quotations are
displayed in the bottom half of the window.
Bookings: Vouchers and Reservations
Every booking on Travelogic has to be made from an accepted quotation. Once a booking is
created, no itinerary or rate information may be changed.
Apart from displaying the itinerary and pricing information, you can do the following operations at
the booking stage:
Mark the reservation state of services booked with your suppliers.
Change the payment status of your suppliers.
Generate vouchers to give to clients for the services they have booked.
Generate a range of operational and management reports.
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The Booking Workflow
The booking workflow transitions through several states between its initial creation and final
confirmation or cancellation.
The states that a booking follows are:
Booked
Finalised
Cancelled
The following operations can be performed on a booking using the Workflow command menu.
Finalise button - Moves the booking to the Finalised state.
Cancel button - Moves the booking to the Cancelled state.
Unbook button - Deletes the booking and moves it back to the Open quotation phase.
The Bookings screen
The Bookings tab on the Tour window for a particular tour displays a list of all bookings for that
tour only.
Displaying the bookings for a tour
To display the bookings for a particular tour:
1. Select the tour on the Tours tab in the main Travelogic window.
2. Double-click the tour to display its details in the Tour window.
3. Click the Bookings tab on the Tour window.
Each booking has a Reference number, Quotation, Quotation Name, and Status. You can double-
click a booking in the list to display its details in the Booking window.
Actions that can be performed on bookings are grouped under the following ribbon command
menus:
Actions > Edit a booking
Workflow > Finalise a booking, cancel a booking and to revert a booking to a quotation
by un-booking.
Creating a booking
All bookings must be created for an Open quotation or a quotation that has at least an un-booked
quotation group.
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See Promoting a Quotation to a Booking.
Editing booking details
When you create a booking from a quotation, the quotation details are un-editable, and all the
information from the quotation is copied into the booking for the specified group. In the booking,
none of the services and rates are editable, since they were confirmed when the quotation was
accepted.
To complete the booking, you need to open the Booking window and confirm the following:
Availability of the itinerary services.
The bookings with your suppliers.
Generate vouchers for your clients.
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Creditors
The Creditors screen reconciles all Actual Cost prices from the itinerary to show what predicted
credits will be.
You can open each creditor to view a more detailed breakdown of the daily costs.
Tracking supplier payments
Like service reservations, supplier payments can also be tracked in either a quotation or a
booking.
1. Click the Creditors tab on the Quotation or Booking window to display all the creditors
(suppliers) of the services in the quotation. The Creditor screen sums up all Actual Cost prices
from the itinerary to show what your predicted creditors will be.
This screen displays a breakdown of services and payments made for each supplier:
• Creditor - Supplier's name.
• State - The current state of the service.
• Currency - a currency in which this supplier's services appear on the quotation.
• Total - the total amount that is owed to each supplier for their services in the quotation
that are quoted in this currency.
• Required - the amount required to be paid by the client in this currency.
• Payments - the amount of payments made thus far.
• Outstanding - the total owed in this currency less the deposit paid in this currency.
• Accounting Documents - Documents that are relevant to the external accounting
system.
2. Double-click on a supplier to display the cost breakdown.
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Accounting
Travelogic provides the ability to create Accounting documents, such as; Pro-Forma Invoices for
Quotations. Travelogic can be integrated with third-party accounting packages, which allows
Supplier Invoices, Receipts and Payments to be created.
When integrated with an accounting package, Travelogic automatically keeps track of what
account numbers are used for customer and supplier entries within the accounting package.
VAT Rules
VAT rules in South Africa are fully supported by Travelogic and are summarised below:
When quoting a foreigner outside the country, the VAT treatment is different until they are
present in South Africa.
Suppliers of services outside the country are also treated differently to suppliers of services
within South Africa.
When you create a quotation, Travelogic will automatically check for the location of the
client. It will use this to assign the quotation as being 'Quoted Locally' or not.
In addition, each service added to a quotation can be individually marked as 'Quoted Locally'
or not. This determines how VAT is calculated on that item.
International Tax Rules
The Tax rules for any country are accommodated through the ability to setup your own tax types and groups of taxes.
This allows for users in countries where both provincial and government taxes apply, to set the tax requirements in Travelogic to support their tax processes and laws.
Preparing to Create Accounting Documents
Before any accounting documents can be created, Travelogic Services must be confirmed and booked.
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Travelogic Reports
You can use Travelogic to generate a wide range of operational and management reports and
export them to various document formats.
On the Reports tab, all the reports on the system are listed under the reporting category to which
they belong.
A complete list of available reports follows, with a brief description of each.
Management reports
Travelogic provides the following management reports:
Detailed Cash Flow Report: A summary of estimated cash flow from booked quotations for
the specified time.
Summarised Cash Flow Report: A brief summary of estimated cash flow from booked
quotations for the specified time.
Client list: Displays a list of all clients on the system, with their default contact person and
phone number, payment terms and currency.
Detailed client list: Displays a list of all clients on the system, with all their contact details.
Detailed Services Per Supplier: A detailed service breakdown for the selected supplier(s).
Detailed Supplier Listing: A detailed breakdown of the selected supplier(s) and their services,
rate conditions and rates
Booking Services Detail: booking status of all services within the selected quotation
booking(s)
Booking Sheet: A brief summary of the services and dates in the current booking.
Bookings Summary Per Tour: A summary of service bookings for the booked quotations in
the elected tour(s)
Client Service Reservations: All booked services for the selected client(s) and date range.
Consultant Statistics: Summarised statistics for each system user (Tours, Quotations,
Bookings)
Service Bookings Per Supplier: All booked services for the selected supplier(s) and date
range.
Messages: A printout of messages associated with this quotation.
Agent Price List: A marked up price list for the selected supplier(s)
Profit Per Quotation: A detailed analysis of profit generated by the selected quotation(s)
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Operational reports
The following operational reports are available on Travelogic:
Tour History Report: A printout of the tour history between the selected dates.
Supplier Data Report: Basic information for the selected supplier(s)
Supplier List Report: A brief supplier listing.
Users Report: A list of system users.
Internal Quotation Report: An itemised summary of the current quotation(s) - both cost
and sell prices.
Internal Quotation Summary: An itemised summary of the current quotation(s)
Invoice Report: A customer invoice for booked services in the selected quotation(s)\
Purchase Order Report: A purchase order for the selected supplier
Quotation Costs by Supplier: Summarised costs of all booked services in the current
quotation(s), grouped by supplier.
Quotation Report: An itemised summary of the current quotation(s)
Quotation Summary: An itemised summary of the current quotation(s)
Voucher Report: Vouchers for the selected booking(s)
Running reports
Reports can be run from various locations within the application. These include:
From the Reports screen on the main window
From the other screens on the main window using the Travelogic Button menu.
From within a particular quotation, booking, tour, package or supplier using the Travelogic
Button menu.
Running reports from the Reports screen
When you click the Reports tab on the main Travelogic screen, you'll be presented with a list of all
the available reports on the system.
To run a report from the Reports screen:
Double-click on the name of the report you want to run.
A dialog will display, containing a list of parameters particular to the selected report type. This
allows you to select the specific dates, tours, suppliers or bookings to include in the report.
For example, if you choose to run a Service Bookings Per Supplier report, you'll be able to include
bookings created over a specified period, by selecting dates from the Date From and Date To
field. You'll also be able to select the supplier bookings to include in the report from the Supplier
Name list.
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Index
A
Allotments ...................................................................... 6 Architecture .................................................................... 6
B
bookings.. 1, 3, 4, 8, 10, 24, 27, 30, 31, 32, 33, 35, 36, 39, 40
C
Clients ................................................ 8, 10, 12, 14, 19, 29 Configuration ....................... 10, 15, 16, 18, 19, 20, 22, 23 CONFIGURING THE SYSTEM .......................................... 15 Contacts ............................................................ 10, 14, 29 Crystal Reports................................................................ 6
E
exchange rates .......................................................... 6, 20 Exchange Rates ............................................................ 20
F
Filter ............................................................................. 13 Financial ............................................................ 10, 14, 19 financial settings ..................................................... 15, 19 Fluent ........................................................................ 6, 12
G
group series tours ........................................................... 4 Groups .......................................................... 9, 16, 27, 33
I
Intended Audience ......................................................... 3 INTRODUCTION .............................................................. 3 itineraries ........................... 3, 4, 6, 8, 9, 10, 15, 24, 30, 34
M
Managing security ........................................................ 16 Microsoft .Net Framework 2.0 ....................................... 6 Microsoft Office 2007 ..................................................... 6 minimum software ......................................................... 5 multiple groups ........................................................... 4, 6
Q
quotations .. 1, 3, 4, 6, 8, 10, 13, 15, 19, 29, 30, 32, 34, 39
R
Reservation ..................................................................... 6 Reservation Emails ......................................................... 6 Ribbon ......................................................... 12, 13, 14, 26
S
season periods ................................................................ 4 Security ............................................................. 10, 16, 18 Server connections .................................................. 10, 15 services .. 1, 3, 4, 6, 8, 9, 10, 13, 14, 15, 19, 21, 24, 26, 27,
31, 32, 34, 36, 37, 38, 39, 40 Setting up server connections ....................................... 15 Status ...................................................................... 13, 35 Supplier ......................... 14, 25, 26, 27, 28, 37, 38, 39, 40 Suppliers ........................................................ 7, 10, 25, 38 SYSTEM OVERVIEW ......................................................... 4 System Requirements ..................................................... 5
T
Title bar ......................................................................... 13 Tours ............................... 8, 10, 12, 13, 14, 33, 34, 35, 39 Travelogic .. 1, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16,
18, 19, 20, 21, 22, 23, 24, 29, 30, 32, 33, 34, 35, 38, 39, 40
Travelogic button .......................................................... 12
U
User Interface.......................................................... 12, 13 Users ................................................................... 6, 18, 40
V
Version 3 ............................................................... 5, 6, 12
W
Welcome ......................................................................... 3