Overview
Create an organization and configure its business details, terms and conditions, Organisations is a feature in ResPax that enabled you to add/manage organisations regarding contact details, credit status, and commission settings accordingly.
Organisations can belong to one or more of the following:
Owner
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- the entity that receives the money for the tour (financial entity)
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Agents = make reservations online via webpage/API or via phone/email
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.
Agents - create bookings in the system, including OBE (Online Booking Engine), RON API (back end connection), and RBE (ResPax Admin) but do not have access.
Operators - operate the branded tour, or provide 3rd party service for a tour
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.
Contractor
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- contracts to the owner (the business name of an individual contractor user)
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Main Features
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Navigating Organisations
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Agent Spec
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Setting Organisations Terms and Conditions
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Financials - Setting a credit status to the organisation (includes commission and payment terms)
Navigating Organisation
Navigate to Settings >Organisations
Click on the Add New Organisation Button
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From the Main menu, click on Settings > Organisations
The view features a type-ahead search function for Organisation Code and Organisation Name, making it especially helpful for quickly navigating through a large list of Organisations.
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Each of the Column Headers can be clicked on to sort by that column in alphabetical or numerical order
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To edit an organisation's details in the system, simply click the
pencil icon.
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To add a new Organisation, click in the + Add Organisation button
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Organisation Details
From the Org Details tab, you will be Required to fill out the following details:
Organisation Code
- Unique code used to use the organisation across the systems. Once created, and saved, you will NOT be able to
update it.
Organisation Name
Default Currency
Roles (you need to select the role that best describes the organization)
The remaining fields are optional
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When the Required details are filled out the Save button will become available, click on Save to continue.
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- Name to help identifying the organisation across the systems.
Roles - There are some roles available including Agent, Operator, Owner and Contractor as explained above. Multiple roles can be selected to the same organisation, according to the need.
Default Currency - The currency used by this organisation when creating bookings, and the option they want to use. As standard in our system, only Australian and US Dollar can be chosen, but other options are available, just contact us to include as requested.
The organisation cannot have multiple currencies, we recommend creating another organisation for a different currency.
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The Agent role is ticked by default when creating a new Organisation, but can be removed anytime.
The Organisation is set as enabled by default.
The Default Pickup section is still in development process.
To save the new Organisation, or any updates on this form, click on the Save button.
Only when all fields required are filled out, and saved, the other Agent Spec, Advanced, Financials, and Guest
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View tabs will become available.
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To disable an Organisation, click on the toggle switch where it says Enabled.
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Organisation Details
From the Agent Spec tab allocate an Agent Type and Agent Category (optional). This can be used in setting Prices and Commissions in bulk, and used for grouping Agents together on report criteria (You can select up to 1 Agent Type group, and up to 1 Agent Category per organisation).
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