Document Management
GlobeTrack’s powerful mid-office automates the time consuming elements of managing itineraries - producing invoices, itineraries, confirmations and cancellations instantly from once only data entry.
Supplier Letters
The letter Wizard prepares a list of letters (for print, fax or email) from all of the services used in the quotation. The default letter format required by the supplier is set at database level (eg email, etc).
The supplier letter lists all service details from the quotation entry and uses the supplier contact details from the database.
Special instructions can be added via the quotation notes section for specific client requirements a complete suite of documents is generated - ready for sending by email, fax or print.
GlobeTrack offers a number of standard letter/quotation formats but each document may be customised to suit individual client requirements.
A selection of styles of each type of document may also be stored e.g. for different business divisions.
► Itinerary / Quotation.
► Client Confirmation document.
► Client / Agent Invoice (+ Pro-forma Invoices).
► Supplier Confirmation / Cancellation letters (Request Letters).
Client Confirmation
A confirmation document outlining all of the services booked with total price per person and per itinerary.
Client / Agent Invoice
Once an itinerary is confirmed by the client, the header status is changed in the system and an invoice can be produced; this generates an invoice number.Should an invoice be required prior to confirmation, a pro-forma invoice or quote of the same style is produced.
► The invoice captures all the relevant client and itinerary details from the quotation.
► Deposit Terms and amounts can be included and calculated automatically.
► A Hyperlink to a Credit Card Payment via the Tour Operator web site can be included.
