Addresses
Table of content
1 System Settings
2 SETUP OF ADDRESS FOR DIRECT CLIENTS
2.1 Tab Clients
2.2 Tab Family/Passport
2.3 Tab Other Info and tab Bank/Client cards
2.4 Tab Addition
2.5 Tab Variously
3 SETUP OF ADDRESS FOR TRAVEL AGENCIES
3.1 Tab Clients
3.2 Tab Contact person/Passport", "Other Info" and "Bank/Client cards"
3.3 Tab Addition
3.4 Tab Variously
3.5 Tab Agency/Travel agency
3.5.1 Various
3.5.2 Calculation
3.5.3 Chain assignment
3.6 Tab CRS-Datas
3.7 Tab Invoices
4 SETUP OF ADDRESS FOR SERVICE SUPPLIERS
4.1 Tab Service Supplier
4.2 Tab "Family/Passport", "Other Info" and "Bank/Client cards"
4.3 Tab Addition
4.4 Other Tabs
5 ADDRESS SEARCH
6 NOTES ABOUT THE CLIENT
System Settings
Menu Addresses / Add Individual
In the system settings you can steer whether a certain address field is mandatory, read-only or default.
Mandatory: You have to fill or select values
Read-only: The system fills values and the user cannot change it. This is usable for e.g. customer number.
Default: The user can enter values and is able to modify it.
SETUP OF ADDRESS FOR DIRECT CLIENTS
Menu Addresses / Add Individual
The following dialog opens for direct clients
!worddavfb8781e771d3b5d2dbee9f68ce16b8d8.png|height=464,width=604! Tab Clients
Leave this fields open. You will get the client number automatically by saving the address. The number circle for private clients is from 100`000 to 500`000
Fill out the following dialog:
Lastname is mandatory
Firstname is mandarory
Match leave open
Partnerleave open
Titleselect from dropdown box
Salutationselect from dropdown box
Streetis mandatory
Additionif client has P.O. Box
PST,Cityselect country from dropdown box, fill out pst and residence
P.O. Boxfill out only if client has another postalcode for P.O.Box than
for the residence
Employeeleave open
Date of brithis optional
Kundenartis mandatory – select between"Direktkunde D" and "Direktkunde F"
Categoryis mandatory – select "Direktkunde"
Please leave the rest of the fields open
Typeselect between phone, fax and email by clicking into the field
Nameselect by clicking into the field
Number/Textwrite down the number respectively the email
D DefDavinci Default – flag one per type
D DefGenesis Default – flag one per type
Tab Family/Passport
This tab is optional. You can fill out the names and other information of the family members. In the lower part you can add the passport data of the client.
Tab Other Info and tab Bank/Client cards
Please leave these tabs open.
Tab Addition
Language is mandatory – select between German and French (invoice, itinerary etc. will be printed out in this language)
Payment form is mandatory – select "Invoice" for direct clients
Term of payment is mandatory – select "30 days prior Departure"
Currency SP select CHF
No selections of this addressif flagged, the address won`t be selected for mailings
Locked for bookings if flagged, no booking can be made anymore
Tab Variously
Debtor is mandatory – select UTE
Please leave the other tabs open
To save the address, click on button OK
SETUP OF ADDRESS FOR TRAVEL AGENCIES
Menu Addresses / Add Agency/Travel agency
The following dialog opens for travel agency
Tab Clients
Leave this fields "Kundennummer" and "Sequence" open. You will get the client number automatically by saving the address. The number circle for travel agencies is from 20`000 to 99`999. Enter the chain number into the field "Linked to". This field is mandatory. You will find the chain numbers on a sep. Excell list.
Fill out the following dialog:
Name 1 is mandatory – name of the travel agency
Name 2is optional
Matchleave open
Partnerleave open
Title leave open
Salutationselect from dropdown box either in German or French
Streetis mandatory
Additionif agency has a P.O. Box
PST,Cityselect country from dropdown box, fill out pst and residence
P.O. Boxfill out only if client has another postalcode for P.O.Box than
for the residence
Employee leave open
Date of brith leave open
Kundenartis mandatory – select between"Reisebüro D"and "Reisebüro F"
Verkaufsregion is mandatory – select the right sales region
Category is mandatory - select between "Agent" and "Kuoni"
Please leave the rest of the fields open
Typeselect between phone, fax and email by clicking into the field
Nameselect by clicking into the field
Number/Textwrite down the number respectively the email
D DefDavinci Default – flag one per type
G DefGenesis Default – flag one per type
Tab Contact person/Passport", "Other Info" and "Bank/Client cards"
Please leave these tabs open.
Tab Addition
Languageis mandatory – select between German and French (invoice, itinerary etc. will be printed out in this language)
Payment formis mandatory – select "invoice" if its an agency without LSV or select "bank clearing" if its an agency with LSV
Term of paymentis mandatory – select "30 days prior Departure" for travel agencies and "0 days prior Departure" for Kuoni Group and Hotelplan Group
Currency SP select CHF
No selections of this addressif flagged, the address won`t be selected for mailings
Locked for bookings if flagged, no booking can be made anymore
Tab Variously
Debtor is mandatory – select UTA for Travel Agencies
UTIC for Kuoni Group Agencies
Tab Agency/Travel agency
Various
Agency nr. Leave open – will be filled out automatically
Branch No always 1
Origin External foreign agency:external agency (not Kuoni)
External own agency:Kuoni Group
Internal agency: Unique Travel
State Free:bookable
Locked:locked for old and new bookings
Locked for new bookings
Options always leave the default settings (options will expire after 3 days)
Calculation
Cancellation conditions select „GeneralCancellation" from dropdown box
Collection always select „Agency"
No VAT on commission has to be flagged
NO VAT on sales prices NO flag
Receive commission has to be flagged
Commission charts Type elect „Any source"
Mark eave open
Commission chartselect "Kuoni" 13% for all agencies in the Kuoni Group
select "Other agencies 12%" for all other agencies
Chain assignment
Type of agency is mandatory – always select „Chain agency"
Tab CRS-Datas
You need to fill out this tab if the travel agency has CETS
Agencyno. CETS number of the travel agency
CRS select CETS
State Free: Agency can book in CETS and send CMIR
Locked: Agency cannot book or send CMIR
Locked for new bookings:Agency cannot book new bookings in CETS
CMIR onlyAgency can only send CMIR
Touroperator leave open
Tab Invoices
Please leave this tab open
SETUP OF ADDRESS FOR SERVICE SUPPLIERS
Menu Addresses / Add Other / Add Service Supplier
The following dialog opens for service suppliers
Tab Service Supplier
Leave this fields open. You will get the client number automatically by saving the address. The number circle for service suppliers is from 1`000 to 9`999.
Fill out the following dialog:
Name 1 is mandatory – name of the supplier (without title like "Hotel")
Name 2is optional
Matchleave open
Partnerleave open
Title leave open
Salutation leave open
Street fill out if existing
Additionif agency has a P.O. Box
PST,Cityselect country from dropdown box, fill out pst and residence
P.O. Boxfill out only if client has another postalcode for P.O.Box than
for the residence
Employee leave open
Please leave the rest of the fields open
Typeselect between phone, fax and email by clicking into the field
Nameselect by clicking into the field
Number/Textwrite down the number respectively the email
D DefDavinci Default – flag one per type
D DefGenesis Default – flag one per type
Tab "Family/Passport", "Other Info" and "Bank/Client cards"
Please leave these tabs open.
Tab Addition
Language is mandatory – select English as the Requests, Voucher etc. are in English
Payment form select Invoice
Other Tabs
Please leave the rest of the tabs open.
ADDRESS SEARCH
Menu Addresses / Search
The following dialog opens. You can search with different criteria. Double click into the required address and follow up. Save again with ok.
NOTES ABOUT THE CLIENT
After the address has been saved, it is possible to write down notes.
The following dialog opens. Click on button "New"
Fill out the following dialog
Thema Title of the note
Warning in booking mask and addressif flagged, the note will pop up if you do a booking for this client
Write down the text into the right window and leave the other fields open.
Store the note with "Store TXT".
Close the dialog and save the note with ok.
