ResPax Quote Form (released 2023) allows for OBE authenticated Agents and Public 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.
Quotes do not take availability or prices, and can be scheduled for any date and any time and any price.
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From the main menu, click Bookings
Click the Quotes tab
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2. Click New Quote on the top right of the screen
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5. In the date section, the users preferred dates and times are displayed (when editing an existing request), and the Staff can choose an appropriate Quoted Date and Quoted Time.
The Quoted Date and Time are the proposed date/time from the Operator after they have checked their inventory.
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7. Once Staff have set the Quoted Date and Quoted Time and added the Quoted Amount, they can click the Submit button and then Quote Button.
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If the Quoted date and Quoted amount is known (and entered) at the time of the first request, the Staff member can review the initial form (submit quote) and immediately set the status to quoted. |
Troubleshooting tips
If the Quote button is not enabled on the Review window, check the following:
The Quoted Date and Time are valid
The Quote Amount is entered
Click the Back button
Add the Quoted Amount and Submit Quote again
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The Staff user can view all Quotes from the Quote list view
Navigation ( Bookings menu / Quotes tab)The List view allows:
- Visibility of all quotes and their status
- Search for a quote by Quote number, Contact name and Agent name
- Filter by column headers
- Edit Quotes
- Quotes are ordered by most recently submitted by default
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3. Click the edit button to open the quote for review
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Note: the quote must have one or more tours, and a Quoted dollar amount to be converted. |
4. Click the Convert to Booking button
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Converted Bookings
The converted booking opens in the same booking form as normal bookings but has the following specific differences:
1. The Ticket/Quote Ref will have the Quote Number and be read-only
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