First steps

Before loading rates, make the organisation’s basic records easy for consultants to reuse.

1. Open Suppliers and add the hotels, activity operators, transfer companies, tour providers, and car-rental suppliers you sell. Use the supplier’s trading name consistently because it appears in rate sheets and booking communications.
2. Open Clients and add the travel agent, wholesaler, or direct traveller account. Client settings can provide the default markup used during quoting.
3. Open Rates and choose Upload rate sheet for a PDF, XLSX, XLS, or DOCX supplied by a partner. Select the sheet type and rate type hint before uploading. For a blank sheet, choose the manual wizard instead.
4. Review the parser result or wizard draft. Check the currency, seasons, room or service names, pricing units, meal bases, child rules, and supplements.
5. Publish the validated rate sheet, then open Quotes and select the client. Add the travel dates, pax, and itinerary legs. Search for the rates you just published.
6. Review the calculation and markup, save the quote, and send it only after its status is Priced.

For a first test, use one property, one service, and a simple two-person itinerary. This makes it easy to compare the quoted amount against the supplier’s source document. Once the result is correct, add more seasons and service lines.