Experience the power of sales order management system for Travel Industry

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hi and welcome to this introduction to the sales order in travel operations enterprise for Dynamics 365 a sales order designed to meet specific requirements for the travel industry supporting your team's daily tasks and providing a solid foundation for downstream reporting we will be showing you the single sales order view with one single sales order containing multiple products in this case it will be a flight a car and a hotel booking where the flight is booked in the GDS and the hotel and car are coming from a different vendor through their own website or from another online consolidator of products travel operations Enterprise is a complete mid and back office solution built on Microsoft Dynamics 365 what does this mean for you well it means that you are getting all the standard functionality delivered by Microsoft but also a complete set of travel specific features developed by Travelocity the sales order management workspace right here we want to search for a specific sales order so we click here and type in the sales order number we hit okay and now we can click here to open it the sales order is designed with a listing of products in the top section in the sales order lines section and the details for each product can be found in the bottom section underlying details the uppermost section is called sales order header and shows you a summary of details of the header if you need even more header details you have the option to click this header button which will then open up the full header details for you ok let's close this and have a look at the line details this section is divided into different tabs each containing valuable information for different areas first there is the price and discount tab that offer detailed information on cost and sell prices margin flight taxes GST and service fees if we leave the price area and enter the booking area we can see details of the bookings such as PNR number key dates and other information relevant for downstream reporting and reconciliation finally in the last area here we can find full credit card details there's also a tab for customer split payment where you have the option of splitting payment between different methods such as credit card cash gift certificates and so on in route you can find the full itinerary details as captured from the booking source including fare basis segment ID aircraft type and class this forms the foundation for the extensive reporting options available in travel operations Enterprise it provides valuable data for not only financial or travel related reporting but also to combine both for the benefit of either your own organization or your customers combining financial data with itinerary data enables you and your customers to drill down to the very detail and gain information on spending per airline plating as well as operating city pairs class and so on with this data in hand you can also at any time locate passengers in the past present and future and act proactively if anything happens in the air or on the ground in voucher you get full details for car hotel transfer and other land arrangements traveler is where you reference the person or persons on the booking detailed for each product general and setup provides details about dates savings vendor and provider in financial dimensions you can differentiate Department owner etc on each individual line and in Commission allocation it is possible to split the Commission or service fee earned per product between owning consultant or Department and other supporting functions in the organization finally reporting shows you the remaining details required to fully support any reporting need that you can think of with everything in one single sales order supported by the Microsoft common data model and data lakes you can combine and report on data from multiple booking sources and external data sources combined with your financials there is no angle from which you are not able to approach your valuable data the sales order also offers a wide selection of functionalities for example if you click on any of the fields here this menu pops up and gives you options to copy move and credit products in financials you can look up sales order details in the back-office you can print documents as voucher and gift voucher control allotment view lock and update details and finally you can add change and remove service fees in the travel banner up here you can handle many processes without having to leave the sales order there's a very wide panel of possible actions here including creating alerts reference fields you did Zend deposit but also printing out key reports designed specifically for the travel industry handling payment details accessing a service fee overview and of course it allows you to print and post sales invoices the access to all menus and fields are controlled through Microsoft standard security roles so that the different members of your organization have access only to the menus that are relevant for them if we click on the sales order tab we get information on already posted items GST credit limits and much more as you can see the travel operation sales order is designed to streamline all the functions and processes that you as a travel agency need to work with on a daily basis and all details can naturally either be transferred directly from the booking source or be amended added and deleted manually within the sales order feel free to browse our web page to find more information about travel operations Enterprise don't forget to follow us on LinkedIn to stay posted about all the travel operations and industry related updates you can find the link to our website and LinkedIn profile in the description box if you would like to know more or schedule a demo you are more than welcome to click on the contact' button on our website to get in touch thanks a lot for watching and I will see you in the next one