Juniper Newsletter. User Manual Booking Engine - Update August th of July, Juniper Innovating Travel Technology

Transcription

1 Juniper Newsletter User Manual Booking Engine - Update August th of July, Juniper Innovating Travel Technology

2 Content 1. Accommodation Sales Volume Commission and Marketing Contribution. Apply to the total option marked by default Quick editing of all allotment types Deny access to the base or secured allotment of an alternate allotment room 7 2. Ground Handling New Replace Meeting Point button Transfer summary report options and Export to Word Informative pop-up alerts configuration Block modifications at a booking element level Area tree within the Meeting point section Master Tables Actions history in the Intranet Users screen Bookings Pending bookings report Reports New Description column in the Bookings statement report Accounting Customers: New receipt types Booking receipts report Suppliers. Bookings pending for invoicing sum total Customer Center. Export to xls Send the Sales and Costs of Invoiced bookings report by automatically 30 Note: Functionalities marked with the symbol entail an associated cost 2 Juniper Innovating Travel Technology

3 1. Accommodation 1.1. Sales Volume Commission and Marketing Contribution. Apply to the total option marked by default Objective Mark the option called: They will apply to the total as the default option in the Applicable conditions of a Level section when creating a new sales volume commission, or Marketing contribution. For all existing sales volume commissions and Marketing contributions, the configuration will remain the same How it works We will access Accommodation > Sales Vol. Commissions / Contributions: Once you access the screen, depending on whether you wish to create a new sales volume commission or Marketing contribution, you will go to one tab or another. In the following example, we will create a New Sales Vol. Commission and go to its corresponding tab. At the top right corner, you may find the Create new Sales Volume Commission button: If you access a New Sales Vol. Commission screen, you may observe the option called: They will apply to the total which will be marked by default for the Applicable conditions of a Level : 3 Juniper Innovating Travel Technology

4 1.2. Quick editing of all allotment types Objective Set up and edit the base allotment, extra allotment and secured allotment from the quick allotment assignment screen, and edit them in the calendar as it is done with the base allotment How it works You may access to the allotment contract maintenance from the allotment tab of a property where you may find the following three options in the upper right corner: Base allotment This option will appear selected by default. The screen shows the calendar of such allotment type: 4 Juniper Innovating Travel Technology

5 Extra allotment By selecting this option, you will see in the calendar the extra allotment and it will allow editing it in the calendar in the same way as for the base allotment. You may see that its background will appear in a light green color to differentiate it from the base allotment: 5 Juniper Innovating Travel Technology

6 Secured allotment When selecting this option, it will show the editing calendar for this type of allotment in an orange background color to differentiate it from the other previous allotment type: Under the allotment calendar, you may find the Quick assignment section and under each allotment type, you may observe a column called: Set allotment. By indicating the allotment value within these columns, the allotment will be set up for the entered quantity, overwriting the previous existing allotment. The reserved allotment will be taken into consideration, this is, if there is 10 allotments for a specific date and there are 2 bookings, the available allotment will be 8. Option to set up the base, extra and secured allotment: 6 Juniper Innovating Travel Technology

7 1.3. Deny access to the base or secured allotment of an alternate allotment room Objective In the own accommodation maintenance, if a room accommodation service acts as an alternate allotment, you may delete the access to the allotment types: Base or secured allotment How it works You may access the rooms tab maintenance of any of your own properties and once you select an alternate allotment room you will see two options: Base and Secured allotment. Both of these options will appear selected by default. When selecting the Base allotment it will imply that you should also enter the Extra allotment. It is not possible to deselect both options, so the system will always mark at least one of the allotment types. In the rates report each type of allotment will appear in the shared allotment rooms: 2. Ground Handling 2.1. New Replace Meeting Point button Objective To replace a meeting point in the meeting point section within the Ground Handling module by clicking on a button called, Replace. This will facilitate the customer to simply replace a meeting point for another 7 Juniper Innovating Travel Technology

8 through this option and so transfer all related information from the existing meeting point to the new meeting point. By using this option, you will be able to delete the meeting point that is no longer useful after replacing it for another you deem necessary, since it will not be associated to the system s products. Its functioning is simple and it replaces meeting point A for meeting point B, so that all bookings, accommodation and reports that were once related to meeting point A, may appear instead with meeting point B. Additionally, once you replace point A, you will be able to delete it because it will no longer have any booking, accommodation nor reports related to it How it works You may access the Ground handling and go to the Meeting point section: Once you enter the screen, you will search for the name or area of the meeting point that you wish to replace. In the section called: Meeting point data you will find the Replace button which will allow you to confirm the replacement once selected: Once you click on Replace, you will access a screen where you will be able to search for the meeting point you wish to replace it for. When searching for a meeting point, you may choose to search by name or the destination to which it belongs. You may search for its name on the upper left filter which will load up its data on the lower right section and then click on Replace. You may also search for a specific destination area, select the meeting point displayed in the tree structure on the lower left, which will load its data on the lower right section, and click on Replace. 8 Juniper Innovating Travel Technology

9 After clicking on the Replace button, all bookings, accommodation and reports in which the meeting point 9 Juniper Innovating Travel Technology

10 5th Avenue in our example appeared or was assigned to will be replaced for the new meeting point called Rockefeller Center Transfer summary report options and Export to Word Objective To obtain a summary report grouped by date, view the transfer pick-up hours and export all screen results to Word How it works From the Ground handling you may access Ground Handling > Reports > Ground handling reports > Transfer and view all the options mentioned before: If you unmark the options called: Group dates and Show pick-up dates, you may obtain the results list as follows: 10 Juniper Innovating Travel Technology

11 In such results list you may observe that for the 1st of July there are three results, and the pick-up dates are not displayed. In the following image we may repeat the same search, but marking both aforementioned options, and observe that the three results for the 1st of July are grouped under that same date, and the pick-up date is displayed: 11 Juniper Innovating Travel Technology

12 Each user will be able to save its own checkbox option configuration in order to have them marked or unmarked, by clicking on Save Configuration : Export to Word By clicking on the new Export to Word button, you may view or save in a Microsoft Office Word document, the screen results at that particular time: 12 Juniper Innovating Travel Technology

13 2.3. Informative pop-up alerts configuration Objective To allow the user to view or not to view informative pop-up alerts when managing various actions Configuration Should you wish to activate this functionality, please, contact your project manager for further assistance How it works Once you activate this option and access the ground handling module, you will no longer view all the pop up alerts you would see prior to activating this functionality, thus managing the tool more efficiently Juniper Innovating Travel Technology

14 Viewing pop up alerts: Deactivating pop up alerts: 2.4. Block modifications at a booking element level Objective To add to the existing block assignment feature, another block modification feature at a booking element level, which will allow the user to cancel it, but not modify the booking element once it is blocked. Before, you would have a block assignment feature which allowed the user to block all booking elements 14 Juniper Innovating Travel Technology

15 within a group assignment and so avoid any modification once assigned. With this block modification feature you may block each booking element separately whether assigned or non-assigned. Both block assignment features are independent, this is, if the assignment group is unblocked and one of its elements is blocked on an individual basis, it will remain blocked How it works We will access the Ground handling module We will go to the Assignment screen and observe that there is a similar icon to that of the block assignment feature next to each booking element, which we may click on to block or unblock such element: In the following example you may observe how the blocked booking elements differ from the others by a having a lock icon highlighted next to it at its far right end: If you access the booking maintenance of a blocked assigned booking or a blocked booking element and you wish to modify its information by clicking on Modify booking, you will see the following message informing you about the fact that the booking does not allow any modification because it has been blocked from the Ground handling. In the following example you may observe how the blocked booking elements differ from the others by a having a lock icon highlighted next to it at its far right end: 15 Juniper Innovating Travel Technology

16 2.5. Area tree within the Meeting point section Objective To view the area tree from the Ground handling within the meeting point zone section How it works We will access from the ground handling, Maintenance > Meeting point zone, where you will see the button called: View area tree. When clicking on it, you will observe a new pop up window with all areas displayed in a tree structure: If you access the meeting point maintenance, you will see the same button and view all available meeting points for each area you select in the area tree structure: 16 Juniper Innovating Travel Technology

17 3. Master Tables 3.1. Actions history in the Intranet Users screen Objective To provide a user with information regarding the modifications made by different users in Master Tables > Intranet users. All modifications made will appear in the history section located at the bottom left of the screen Configuration Should you wish to activate this functionality, please, contact your project manager for further assistance Juniper Innovating Travel Technology

18 How it works In order to view the history you should mark the checkbox that reads: See actions register found in Master Tables > Intranet Users in the users permission section: Once the checkbox is marked, you will see the button that will allow you to see all actions performed in this screen located bottom left. The history is implemented at a general level (showing all changes that may alter all intranet users) and at a single level (in an individual basis). It will show both, the administrator user that made the changes as well as the user who is altered by those changes. The maximum number of entries per page in the history is Bookings 4.1. Pending bookings report Objective To have a booking list that contains any of the following: Cancelled bookings with cancellation charges On Request bookings or pending availability Bookings with inconsistent rates: Negative profit bookings Overcharged bookings, this is, the amount paid is greater than the booking s amount. Negative cost bookings Bookings that contain, for example, a higher commission, which results in a sales price lower than its cost price Configuration Should you need to activate such functionality, please, contact your project manager Juniper Innovating Travel Technology

19 How it works Once activated, you may see the option that will allow you to configure this functionality in User > Configuration > Customer settings section: If you mark the checkbox Pending bookings report, you may view the report that corresponds to the Bookings > Bookings by product > pending bookings section, which will appear instead of the general booking list, by default, when logging into the system. If you click on the menu list mentioned above, you will see the list that will show you the booking elements that contain some of the cases explained before. The column called reviewed will show a red crossed icon if the element has not been reviewed, and a green mark if it has been marked as reviewed : If you access the booking maintenance, you will find at a booking element level, a red crossed icon, as it is shown in the following image: 19 Juniper Innovating Travel Technology

20 When clicking on the aforementioned icon, you may change the element status as reviewed : Even though the element is marked as reviewed, if the problem that makes the element appear in the pending booking list is not corrected, it will still appear in such list, but with a green check sign: 20 Juniper Innovating Travel Technology

21 5. Reports 5.1. New Description column in the Bookings statement report Objective To add a checkbox called: Include description column in order to include all booking related information in the booking statement report and view its description through a new column when exporting to Excel How it works If you access Reports > Customers > Booking Statement: Once you access the screen, you may find the checkbox on the right hand side of the screen which will be marked by default in order to view the booking description in a separate column and export it to Excel in any case. If you uncheck this column it will not be displayed Juniper Innovating Travel Technology

22 Example of a report with the description column: Example of a report without the description column: *Note: The export to Excel feature works as usual, therefore, if you mark the checkbox it will be exported to excel and viceversa Juniper Innovating Travel Technology

23 6. Accounting 6.1. Customers: New receipt types Objective To have other receipt types (customer payment methods) among the available receipt types in the edit receipt window and view them in the existing lists and reports How it works When charging a booking or invoice, you may find the following receipt types: The description for each receipt type is as follows: Debit from Salary. Employee sales. The amount will be deducted from the salary: Employee No. Installment: Number of installed payments in which the employee will perform the payment. Comments 23 Juniper Innovating Travel Technology

24 Mercado Pago: It is an online payment method used in countries such as Argentina, Brazil, Chile, Colombia, Mexico and Venezuela. Validation Number: Market payment code to perform the payment. Comments Argentinian Tax - Perception. Applicable tax only in Argentina. Base. The specified perception tax amount. Perception type. It allows selecting the type of tax. - VAT, in Argentina it refers to the value added tax. - IIBB is the tax that registers the gross amount. - SUSS. Payment to the Social Security system in Argentina ( Sistema Unico de la Seguridad Social ). Certification Code. Certification code for the Federal Income State Administration: Administración Federal de Ingresos Públicos (AFIP). CC Processed by supplier. It is a credit card payment method performed via an external tour operator. Credit Card details Operator name Comments 24 Juniper Innovating Travel Technology

25 Voucher. It is similar to a gift voucher, which is equivalent to a coupon the customer may redeem in any corporate branch. Voucher number: gift coupon. Name and surname: name of the person who receives the voucher. VBranch: The branch or department where the gift coupon is redeemed. Date. Comments Juniper Innovating Travel Technology

26 Internal sale. Own employee sales. Employee name Department: The department which the employee belongs to. Comments 6.2. Booking receipts report Objective To have a detailed report of each booking receipt Configuration Should you activate this functionality, please, contact your project manager How it works You may access from the general menu, Accounting > Customers > Reports > Booking receipts report where you will see the following screen: 26 Juniper Innovating Travel Technology

27 The columns displayed in the results list are the following: Receipt Receipt date. Date in which the receipt was performed Agent who performed the receipt online Administrator who performed the receipt in the intranet Product type Booking code in which the receipt was performed. Amount applied, the amount that was applied in the bank account currency Currency: Bank account currency. Bank account: Name of the bank account. Total amount: Total amount of the receipt in the bank account currency. Financing. Name of the financing service used during the process. Bank interest rate: % of the Interest rate applied Installments: Number of installments for the financing plan Bank Expenses: Bank expenses resulting from the process. Receipt type: The payment method used by the customer Credit Card Number Credit Card type Card Expiry Card CVV Authorization Code Cash desk 27 Juniper Innovating Travel Technology

28 Card holder s name Card holder s surname Bank Documentation type of the Credit card holder Coupon Card issue date Receipt lot Comments 6.3. Suppliers. Bookings pending for invoicing sum total Objective To add and improve the information that the Invoices tab offers in the Supplier center by adding a total sum that will display the total amount of all bookings pending for invoicing when filtering by supplier in the breakdown filter type How it works We may access Accounting > Supplier center > Invoices tab, and filter by the ATPro supplier in the breakdown filter type Customer Center. Export to xls Objective To export data to an Excel file format to simplify any mathematical function that the customer may need to apply, being that the text headers will not be displayed in this type of Export to Excel feature Juniper Innovating Travel Technology

29 How it works You may access the general menu Accounting > Customers > Customer Center, where you will find the Excel to Xls option within the Bookings, Invoices and Receipts tab: From the already existing Excel button, you may observe that the obtained file contains text between the different cells, which hinders for example the auto SUM feature: You may use the Export to xls button to obtain breakdown data, even if you filtered by the summary report option in the search panel. In the file you may see that the cells will have the correct format according to the content, this is, date format cells, numerical or text will already contain the corresponding format: 29 Juniper Innovating Travel Technology

30 6.5. Send the Sales and Costs of Invoiced bookings report by automatically Objective To send automatically the Invoiced bookings sales and costs report by to the agency that performed the invoiced bookings How it works From the top menu, you may access the User > Configuration, Automatic processes section, where you will find the following: Automatic Process: Sales and Cost Reports of Invoiced Bookings If you mark the Send Report checkbox, the system will send daily reminders to the agency, regarding the invoiced bookings, as well as to all recipients that were entered in the additional s field. If you enter more than one in this field, you should separate them with a semicolon: ;. The report that is sent to an agency is the one we find in the following menu when filtering specifically by agency: Accounting > Customers > Reports > Invoiced bookings sales and costs 30 Juniper Innovating Travel Technology