Difference between revisions of "Agencies Management"

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(→‎Create a new contract)
(→‎Contracts)
 
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== Contracts ==
 
== Contracts ==
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=== Introduction ===
 
  
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A contract in hoteliga corresponds to a real, physical contract that you have signed with a "classic" booking agency, meaning a booking agency that is not an OTA, but rather an agency that reserves a certain number or all of the rooms of a property for a season at pre-agreed prices.
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A contract in hoteliga corresponds to a real, physical contract that you have signed with a "classic" booking agency, or an OTA (channel).
  
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A contract is connecting '''a booking agency''' and '''a price list''' for a certain period.
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A contract is connecting a booking agency and a price list for a certain period. In this way, you can have multiple contracts for the same booking agency, but for different period.
  
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In this way, you can have multiple contracts for the same booking agency, but for different period.
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[[Contracts|For more information and how to create a contract click here]]
  
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You cannot have overlapping contracts unless they correspond to different channel connections.
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== Transactions ==
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As indicated previously, by connecting the booking agency to a customer, you can see all the agency's transactions under this customer.
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[[File:agtrans.png|700px|]]
  
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=== Create a new contract ===
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== Balances ==
  
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The prerequisites to create a new contract are:
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You can even insert a '''New transaction''' through here and eliminate the appearing balance.
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:1. '''A price list'''
 
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: You need to have a price list that will be connected to the new contract. If you don't have one, you can create a [[Price_Lists|New price list]].
 
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:2. '''A customer'''
 
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: You need to [[Customer_Management#Create_a_new_customer|create a new customer]] in the name of the agency.
 
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:3. '''An agency'''
 
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: You need to have an agency. You can create one from '''Options > Settings > Booking agencies > New booking agency'''. Inside the form you fill in the form as shown.  
 
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In case
 
  
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[[File:Ncust.png|700px|]]
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[[File:agtransn.png|700px|]]
  
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'''Note:''' You don't need to create separate agencies for different price lists, just create multiple contracts for the same agency.
 
  
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== Transactions ==
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You can always get detailed data and information for each agency by selecting one of the Booking Agencies reports: '''Options > Reports'''
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== Balances ==
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[[File:agreps.png|700px|]]

Latest revision as of 13:31, 22 February 2024

Contracts

A contract in hoteliga corresponds to a real, physical contract that you have signed with a "classic" booking agency, or an OTA (channel).

A contract is connecting a booking agency and a price list for a certain period. In this way, you can have multiple contracts for the same booking agency, but for different period.

For more information and how to create a contract click here

Transactions

As indicated previously, by connecting the booking agency to a customer, you can see all the agency's transactions under this customer.

Agtrans.png

Balances

You can even insert a New transaction through here and eliminate the appearing balance.

Agtransn.png


You can always get detailed data and information for each agency by selecting one of the Booking Agencies reports: Options > Reports

Agreps.png

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