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| | == Contracts == | | == Contracts == |
| − | === 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. | + | 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. In this way, you can have multiple contracts for the same booking agency, but for different period. | + | 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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| − | <span style="color:#0080FF">'''Note:''' You cannot have overlapping contracts unless they correspond to different channel connections.</span>
| + | [[Contracts|For more information and how to create a contract click here]] |
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| − | === Contract prerequisites ===
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| − | The prerequisites to create a new contract are:
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| − | ==== 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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| − | ==== 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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| − | ==== 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 below.
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| − | :In '''section 2''' if you are using channel management and this agency is an OTA, connect it with the corresponding channel, otherwise select "without channel".
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| − | :In '''section 3''' you find the '''customer''' you have created for this agency in the previous step. This way when this booking agency is being invoiced, all its invoicing information will be immediately filled. Apart from that, by connecting the booking agency to a customer, you can see all the agency's transactions under this customer.
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| − | :In '''section 4''' you select the type of the cooperation whether it is commission based or the agency pays for the reservation.
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| − | :At the end, by activating '''price override''', you basically allow the "admin" user to be able to modify the agreed price in the reservation window, otherwise the agreed price field will be disabled. For non-admin users, use the respective permission.
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| − | [[File:nbookage.png|700px|]]
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| − | [[File:nbookage1.png|700px|]]
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| − | === Create a new contract ===
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| − | Once all these are complete you go to '''Options > Settings > Booking agencies > Contracts''' and select '''New Contract'''.
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| − | There you fill in the required information. A Title, the '''Agency''' you have created in the previous step, a Channel(in case you have a Channel Manager and the contract is for a connection with a channel), the Validity (from - to), the '''Price list''' you would like to associate with the specific contract, the Room Types and you click '''Save'''.
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| − | [[File:contractn.png|700px|]]
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| − | [[File:contractnbd.png|700px|]]
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| − | <span style="color:#0080FF">'''Notes:'''
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| − | 1. If all room types are to be included in the contract, you don't have to choose them all; no selection includes all room types by default.
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| − | 2. You don't need to create separate agencies for different price lists, just create multiple contracts for the same agency.''</span>
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| | == Transactions == | | == Transactions == |
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.
As indicated previously, by connecting the booking agency to a customer, you can see all the agency's transactions under this customer.
