Agent Categories

Owned by support_howto
Last updated: 19 Nov, 2024
3 min read

Overview

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 Category list comes empty by default.

  • A Staff User can add custom data to the list and then group Agents into these Agent Categories. Examples may include; Local, Domestic, International, Wholesaler, Inbound, Outbound, OTA. Each Agent in ResPax can belong top only one Agent Category.

As well as Agent Categories, ResPax also supports Agent Types.
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.

Navigating Agent Category

 

  1. From the Main Menu click on Settings > Lookups > Agent Categories

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  1. To Add an Agent Category click on the Add Agent Category Button

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  1. Add a description and Save

  1. To edit the Agent Category click on the Pencil Icon or select the trash can icon to delete.

Link the Agent Category to Organisation

  1. The next step is to connect the Agent Category to the Agent Organisation. This will ensure that when Agents create bookings they are grouped under the Agent Category .

Set Tour Pricing based on Agent Category

  1. Select the Add Price Range Button

  1. Select the ‘Agent Category’ from the dropdown list

  1. The Agent Category will now populate under the Groups subheading as pricing for this group.

Reporting Purposes

  1. For information and queries about Agent Categories in Reports please contact support at ticket@respax.com