ResPax Quote Form (released 2023) allows for OBE authenticated users to submit a quote request and RBE Admin users to accept the quote, and convert into a Booking. Quotes are independent of the Operators inventory. The do not take availability or prices, and can be scheduled for any date and any time and price.
The ‘Other’ activity is available by default, and suitable for unexpectedly phone call quotes, where no other current activity is suitable. This document will help you configure tours in your system to be bookable as a quote.
Instructions
Step-by-step guide to configuring a tour for the quote form
The ‘Other’ activity option is always available on the quote form. It can be used standalone, or in addition to listed activities. A description must be entered in the freetype text field
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The Quote form has two mandatory selections to filter down the activity list. This filters tours by Area and Address. Together they filter the location and list only the activities that match and are Quotable.
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Instructions
From the Main Menu click on Tours>Tour Maintenance and click on a tour.
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Click Advanced and switch on the ‘Quotable’ toggle switch to enable
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To add a tour to the quotes list of activities, it must belong to an Area and an Address
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Select Area from the type-ahead/dropdown list
Select Address from the type-ahead/dropdown list.
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On the Options Card
Set the Quotable switch to Enabled
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Click in the Area and Address field to select from the dropdown list a lookup.
Note: If the Area and Address Lookups are empty,
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then a lookup will need to be created. See below instructions to create a lookup.
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To create a lookup from the Main Menu go to Tours>Locations>Shared Locations Tab and select the + Add Shared Location button
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Enter a Name for your ‘lookup’ and select a country from the drop down list, both fields are required. Ensure the ‘Enabled switch’ is turned on, and select the Save button.
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Now that the configuration is complete, click here to learn how to Add a Quote