The Enquiry database will be the store on all holiday requests. This will link to the Client DB and also store the details of the holiday request / booking. The holiday request will contain all the information on the location, party size, dates of travel, accommodation required and all necessary details of the booking / request.
The Agency will have the ability to define the 'Status' setting of a booking. These settings may be listings such as New Enquiry, Pending Supplier Confirmation, Pending Quote, Pending Payment, Pending Availability Check, Completed, Will Not Book, Quoted Client, Follow Up Client, and so on. The Enquiry will have a status and users will have the ability to amend an enquiry status, subject to rights.
The Agency will have the ability to review the Enquiry DB based on status and set action dates. For example, a Client quoted on a Monday might be flagged for a follow up call on Wednesday.
A holiday request based on a charter flight from Airscan and accommodation from the Tripper bedbank may well have the status set to Pending Availability Check. A simple text based notepad would then be utilized. A staff member would then be able to add comments like ' flights avl, waiting on hotel to confirm avl'. The comment would be tagged with the date, time and staff id. Other users would then be able to see the Status clearly for a booking request. The system could be set to warn a user of bookings of a certain status type that were more than 'x' days old. So in our example here, a staff member could receive a warning on all enquiries where the Status has been Pending Availability Check for 1 day. |