Difference between revisions of "Agencies Management"

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== [[Contracts]] ==
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== Contracts ==
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=== Introduction ===
 
  
 
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 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.
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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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<span style="color:#0080FF">'''Note:''' You cannot have overlapping contracts unless they correspond to different channel connections.</span>
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[[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. See more info in [[Booking agency Setup]]
 
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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>
 
  
 
== Transactions ==
 
== Transactions ==

Latest revision as of 12:31, 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

Retrieved from "http://help.hoteliga.com/en/index.php?title=Agencies_Management&oldid=3117"