IIT Handling
Table of content
1 IIT PROFILE SET UP
1.1 System settings
1.2 Set up new service/price profile
1.2.1 Set up new service profile
1.2.2 Copy service profile
1.2.3 Edit service profile
1.2.4 Delete service profile
1.2.5 Set up new price profile
1.2.6 Copy price profile
1.2.7 Edit price profile
1.2.8 Delete price profile
1.2.9 Assign sales price profile to a service profile
1.2.10 Assign a purchase price profile to a service profile
2 IIT BOOKING PROCESS
2.1 Add a hotel IIT service
2.2 IIT price calculation
2.3 Add a roundtrip, cruise, pilgrimage or ferry IIT service
IIT PROFILE SET UP
System settings
To activate the usage of service and price profiles for the IIT handling, the flag "Activate service profile" needs to be set.
Select menu "Configuration" / "System setting" / "Settings" / "DaVinci" / "Others"
This is only required once within the system and has already been set up by the competence centre.
Set up new service/price profile
Select menu "Travel" / "Service/Price Profile"
All already set up service and price profiles are displayed.
Set up new service profile
Use right mouse click on "Service profile" and "New" to set up a new service profile
Defined the "Name of the Template" within the field "Settings for Template"
The following fields can be pre-selected for Kuoni:
Invoice supplierService supplier's address ->filled during the IIT booking process in Genesis
Destination agencyDestination agency's address
Purchase currencyCurrency for purchase prices
Product typeProduct type -> filled with basic price
Requirement codeFilled with H - for hotel, R - for roundtrip, K - for cruise, LA - for pilgrimage, FA - for ferry
Service codeFilled with ZAGHOTEL - for a hotel in Zagreb, ROUNDTRIP for a roundtrip, CRUISE for a cruise/ship, PILGRIMAGE for pilgrimage, FERRY for ferry services
Accommodation codeService/Room type -> filled during the IIT booking process in Genesis
Occupancy codeMeal plan -> filled during the IIT booking process in Genesis
Number in GenesisFilled with "always 1" so generally 1 unit/quantity is booked
DestinationFilled with ZAG in case of Zagreb Hotel, left open for roundtrip etc. -> filled during the IIT booking process in Genesis
Type of TravelFilled with HOT for hotel, RTP for roundtrip, CRU for cruise, PIL for pilgrimage and FERRY for ferry
TransportationFilled with HR for Croatia in case of hotel in Zagreb, left open for roundtrip etc. -> filled during the IIT booking process in Genesis
Confirm your entry with "OK"
Copy service profile
Select an already set up service profile, use right mouse click and "Copy".
Select the group where the service profile needs to be copied to and press "Paste".
A copy of the service profile is available and needs to be modified accordingly
Edit service profile
Select the relevant service profile, use right mouse click and "Properties"
The "Template Name" and defined fields can be modified. Confirm your modification with "OK"
Delete service profile
Select the relevant service profile, use right mouse click and "Delete"
Set up new price profile
Use right mouse click on "Price profile" and "New" to set up a new service profile
Defined the "Name of the Template" within the field "Settings for Template"
The following fields can be pre-selected for Kuoni:
Price line textPrinted on invoice report and needs to be filled in German and French - multiple language field - can be adjusted during the IIT booking process in Genesis - filled with "Doppelzimmer - chamber double" in case of Double CHF for a Hotel service profile
Value in SP currencyFilled with 999.00 - needs to be modified during the IIT booking process in Genesis
Tax key SP priceFilled with 1 - Ausland 0% - could be adjusted during the IIT booking process in Genesis
Product typeRelevant for commission and cancellation conditions - filled with "Basic price" - can be adjusted during the IIT booking process in Genesis
Confirm your entry with "OK"
Copy price profile
Select an already set up price profile, use right mouse click and "Copy".
Select the group where the service profile needs to be copied to and press "Paste".
A copy of the price profile is available and needs to be modified accordingly
Edit price profile
Select the relevant price profile, use right mouse click and "Properties"
The "Template Name" and defined fields can be modified. Confirm your modification with "OK"
Delete price profile
Select the relevant price profile, use right mouse click and "Delete"
Assign sales price profile to a service profile
Select the corresponding service profile, use right mouse click and "Assign SP price profile"
Click on the relevant sales price profile and press "Select"
The sales price profile is assigned to the service profile
Assign a purchase price profile to a service profile
Select the relevant service profile, use right mouse click and "Set PP price profil"
Click on the corresponding purchase price profile and "Select"
The purchase price profile is assigned to the service profile
IIT BOOKING PROCESS
Insert the relevant brochure, number of passengers, agency and client number, titles and participant names within Genesis booking mask
Select the first empty service row, use right mouse click and "Add other (free) service"
The dialog service details is displayed
Add a hotel IIT service
Select the relevant "Service profile" in our example "Hotel in PUY"
All fields defined within the service and price profiles are filled automatically
Click on the field "Accommodation"
Select the "Accommodation code (A11 for double room, A12 for single room)" and "Boarding - meal plan (ZF breakfast, HP half board, VP full board, AI all inclusive, MP meal according program, OM without meal
Insert the corresponding "Voucher" (request report) text for the room / accommodation description (in English) - "Double room" within our example
The field "Invoice text" is not in use for hotel IIT services
Confirm your entry with "OK"
The accommodation and meal plan is assigned to the IIT hotel service line
Quantity Adjust the field quantity (automatically filled with 1) if required
From Insert the relevant service start date
To Insert the relevant service end date
AssignmentIf passengers are already set up within Genesis booking mask, the service is automatically assigned to all passengers of the booking, change the passenger assignment if required
The fields "IIT service", "User defined SP Prices" and "User defined PP Prices" are flagged automatically
Change the service "Status in Genesis" to "RQ-booking" if you want to send out a request for this service or leave it on "OK-booking" if you have already received a confirmation from the supplier
The sales price from the assigned sales price profile is displayed. If you have already calculated the sales price, then just overwrite the amount 999 with your sales price. You may need to change the price "Text" - for example "Einzelzimmer" - just overwrite -> printed on invoice report
The purchase price from the assigned purchase price profile is displayed within the purchase tab. Just overwrite your purchase price accordingly.
Select tab "Info booking code"
Insert the relevant "Invoice supplier" - Address of the hotel. The Destination agency is automatically filled and can be adjusted if required. If you want to send a request, status RQ-booking selected, you need to insert the relevant "Request to" address.
Select tab "Additional data"
Within "Other information and settings", flag "Manual" and insert "1" "No of vouchers" if a voucher is required for this hotel service and flag "Manual" and "Print Service Supplier's address" to print the "Invoice supplier's address" assigned within "Info booking code" on the invoice report.
If you want to assign service oriented customer requests, select the tab "Requests", otherwise confirm your entry with "OK".
Select action "BA" for a booking request and confirm your booking with action "B" or "BQ" - depending on the service status.
Request report:
Invoice report:
Voucher report:
IIT price calculation
To calculate the sales price, you can use the IIT price calculation. Click on the button "Assign IIT price" within "Details of services".
Insert the "Price text" within customer's language -> is printed on invoice.
Calculation Basis
Persons Number of passengers for this service line - automatically filled if names inserted in Genesis
Qty Number of units for this service line - automatically filled if inserted in Genesis service line
Nights Number of nights for this service line - automatically filled if inserted in Genesis service line
Per Price calculated per 1 is automatically filled for - price per 1 night (exp).
Basis Day -> price is valid per day, Night -> price is valid per night, Once -> price is valid once
Calculation typeParticipantsPrice is valid per participant
Unit Price is valid per unit
Booking Price is valid per booking
Product typemandatory field Basic price12% commission (13% for Kuoni)
Supplement5% commission
Insurance20% commission
Fee 50% commission
Ferryticket8% commission
No commission0% commission
The product type defines the commission calculated for this price
Purchase data
Currency Select the purchase price currency
Exchange rateThe actual exchange rate, predefined within system settings is displayed accordingly and can be modified by the user
Amount Insert the amount - price
Margin%Insert the margin in percent
CommissionThe corresponding commission is displayed automatically if the product type has been selected
VAT Select the relevant VAT code
1 - Ausland 0% for all products outside Switzerland including flights ex CH
2 - Inland 3.6% (overnights with breakfast in CH, exp. Airport hotel in Zurich)
3 - Inland 7.6% (all other services in CH, exp. "Auftragspauschale")
4 - Ausgenommene Umsätze 0% (Elvia insurances)
5 - Nicht steuerrelevante Umsätze 0% (dividends)
Sale data
CurrencySelect the relevant sales price currency
Exchange rateThe relevant exchange rate from master currency CHF is displayed (CHF to CHF 1 to 1)
Margin The margin amount is automatically calculated, when purchase amount and margin % is filled
CommissionThe commission amount is automatically calculated, when purchase amount and commission is filled
VAT Select the relevant VAT code
1 - Ausland 0% for all products outside Switzerland including flights ex CH
2 - Inland 3.6% (overnights with breakfast in CH, exp. Airport hotel in Zurich)
3 - Inland 7.6% (all other services in CH, exp. "Auftragspauschale")
4 - Ausgenommene Umsätze 0% (Elvia insurances)
5 - Nicht steuerrelevante Umsätze 0% (dividends)
Result Calculated result -> do not overwrite
Example for a hotel price calculation, 2 passengers, 1 double room, 1 night, purchase price 55.00 EUR, margin 20% and sales price in CHF.
Confirm the "New Price Line" dialog with "OK".
The price line has been inserted to the "Details of service dialog" -> purchase and sales tab
If you want to change the sales price from 128.91 to 129.00 you now can just overwrite the unit price.
The "price profile" line can be deleted by selecting the line and "delete" button on keyboard -> attention also needs to be done on purchase tab
Confirm the „Details of service dialog" with „OK"
Add a roundtrip, cruise, pilgrimage or ferry IIT service
Select "Service profile" roundtrip, cruise/boat, ferry or pilgrimage
All fields defined within the service and price profiles are filled automatically
Click on the field "Accommodation"
Select the "Accommodation code (R11 for double room, R12 for single room - Roundtrip, K11 for double cabin, K12 for single cabin - Cruise, M11 for pilgrimage or ferry)" and "Boarding - meal plan (ZF breakfast, HP half board, VP full board, AI all inclusive, MP meal according program, OM without meal, or leave empty if no meal description is required on any document - for example ferry service
Insert the corresponding "Voucher" (request report) text for the room / accommodation description (in English) - "Double room" within our example
Insert "German/French service name" -> is printed as header line on invoice report
Confirm you entry with "OK"
The accommodation and meal plan is assigned to the IIT service line
Quantity Adjust the field quantity (automatically filled with 1) if required
From Insert the relevant service start date
To Insert the relevant service end date
AssignmentIf passengers are already set up within Genesis booking mask, the service is automatically assigned to all passengers of the booking, change the passenger assignment if required
The fields "IIT service", "User defined SP Prices" and "User defined PP Prices" are flagged automatically
Change the service "Status in Genesis" to "RQ-booking" if you want to send out a request for this service or leave it on "OK-booking" if you have already received a confirmation from the supplier
The sales price from the assigned sales price profile is displayed. If you have already calculated the sales price, then just overwrite the amount 999 with your sales price. You may need to change the price "Text" - for example "Einzelzimmer" - just overwrite -> printed on invoice report
-> Otherwise use the IIT price calculation as described within menu point 2.2
The purchase price from the assigned purchase price profile is displayed within the purchase tab. Just overwrite your purchase price accordingly.
Insert the "Supplier service name - description" within the "remarks" field -> is printed as header line on voucher and request report
Select tab "Info booking code"
Insert the relevant "Invoice supplier" -> address of the agent, "Destination agency" and "Request to" if you want to send a request, status RQ-booking selected.
Insert the relevant "Destination" and "Transportation"
Select tab "Additional data"
Within "Other information and settings", flag "Manual" and insert "1" "No of vouchers" if a voucher is required for this roundtrip service and flag "Manual" and "Print Service Supplier's address" if you would like to print the "Invoice supplier's address" assigned within "Info booking code" on the invoice report - within our roundtrip example not necessary.
If you want to assign service oriented customer requests, select the tab "Requests", otherwise confirm your entry with "OK".
Select action "BA - booking demand" or "UA - modification demand" and confirm you booking or modification with actions B, BQ, U, UQ - depending on the service status.
Request report:
Invoice report:
Voucher report:
The same handling is used for a cruise IIT service, pilgrimage IIT service or ferry IIT service