Dossier

• "F" code identifies the dossier (container of Services) / client name: it is possible to change it, for example, for billing reasons
• Cancellation without charges
• Creation Date
• Last modified
• Client reference: final client name
• Order number
• Paid: clicking on the “i” icon, the system shows the payment details
• To be paid by
• Notes: you can insert notes visible only by the Tour Operator. To save, click on the green checkmark
• SERVICES: summary of Services, Add Service +: it is possible to manually add externally purchased services such as flights, trains, etc. to be billed to the client
• TOTAL PRICE
  • SALES TO THE CLIENT: price with any markup set in Markup (Hotels) in the Pricing Policies of the Customer Profile
  • PRICE: gross price
  • NET
  • PROFIT: profit amount

For each dossier you can find the following buttons:

• credit card: if the system is connected to the payment gateway, authenticated as a Client allows you to pay for all practice services to the Supplier
• cancel services: to cancel all the services in the dossier
• payment: to manually record the Client's payment made by other payment methods
• store services: once the reservation is completed, we recommend storing it so the reservation will not be shown in the counter and search results
• block accountability: usable only in case there is an accounting system connected. This doesn't make the practice visible to the accounting system (e.g., if the practice should not be part of the current billing due to any problems with the supplier)
• client's statement of account: generates a PDF that can be sent to the customer as profit is not visible
• pdf: generates a PDF where you can see all the details of the reservation including the profit
• cumulative voucher: voucher that includes all Services
• print: screen print function
• back: return to the search page