Building a quote

Open Quotes to start a new quote. The builder is designed for a FIT-style itinerary, but it can also capture group rooming information where your workflow needs it.

1. Select an existing client, or start from the client shortcut. The client’s pricing defaults can be used as a starting point.
2. Enter travel dates, pax, and the trip context. Keep adult and child counts aligned with the supplier’s policy.
3. Add itinerary legs or lines in travel order. For each line, choose the service type and search published rates.
4. Use any combination of Accommodation, Activity, Transfer, Tour, and CarRental lines. Add multiple properties and services when the itinerary requires them.
5. Review quantities, nights, sharing arrangements, meal basis, supplements, and any included or excluded fees.
6. Set or confirm the markup, then inspect the itemised price and total before saving.

The builder’s rate search uses the dates and occupancy you provide. If a rate is missing, return to Rates and check that its sheet is published, its season covers the travel dates, and the pricing unit matches the line. A quote can contain lines from different suppliers; check the supplier name on each result before selecting it.

Save the quote as a draft while details are still changing. When all lines and pricing are complete, move it to Priced. A draft is not sendable. Keep the source rate sheet and any manual assumptions available if a client asks how a total was calculated.