Lookups are lists created and maintained by a Staff User. Once created, they can be used as type-ahead and dropdown lists throughout ResPax booking forms and maintenance screens. The Agent Type list comes empty by default. A Staff User can add custom data to the list and then group Agents into these Agent Types. Common uses may include: Visit Schedules (weekly, monthly, annually), or Parent Companies (List of OTA’s booking via RON API), or Belongs to Wholesaler( X, Y, Z). Each Agent in ResPax can belong to only one Agent Type.
As well as Agent Types, ResPax also supports Agent Categories.
Each Agent in ResPax can belong to one Agent Category AND one Agent Type.
Both of these groups can be used in Reporting, and both can have prices set to the group.
Instructions
Step-by-step guide to adding Agent Type Lookups
Origins (Quick Ref : System Settings / Lookups / Agent Type/ Add)
From the main menu, click System Settings
Click the Lookups menu
Select the Agent Type tab
To add an Agent Category, click on the Add Agent Category button
Add the Description, and click on the Save button
There are no filters or search option for Agent Type in the List view.