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Quotes

Quotes

Overview

The ResPax Quote Form (released March 2023) allows for OBE Agents and Public users to submit a quote request for a specific tour/activity. Admin users (i.e. reservation staff) can then choose to accept, reject or edit the quote in RBE. Once a quote has been accepted reservation staff can convert the quote into a Booking so that payment can be made and the booking can be confirmed.

 

  • Understanding Quote Forms - Learn about what quote forms are and how they work in the Respax system. It is best practice to read this documentation first before trying to test a quote.

  • Configure Tours for Quotes - Learn how to configure a tour for a quote form. This must be done first in order for quotes to work (add a quote).

  • Add Quote - Learn how to Add a Quote (To submit a quote request, the user must have an account with the Operator -see Add New User). The Authenticated User must have the following:

    • a profile with the role ‘Agent’

    • a first and last name

    • a mobile contact number

    • a username and password

    • belong to an Organisation that has the role ‘Agent’

    The Operator can send the user a link to their quote form using the Generate Link page

 

Navigating Quotes

  1. From the Main Menu click on Bookings > Quote

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  1. Click in the Search Field to find a quote by Quote No / Contact Name / Agent

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  1. Click on any of the subheadings and it will arrange the specific column in chronological order

 

  1. Click on the Pencil Icon to open any of the exisiting Quotes to edit