Creating a New Trip for a NEW Client (not already in your VTO DB) can be done from the Main Dashboard by selecting "New Client"



Next you'll be presented with the Client Profile template


       


If the New Client is a Corporate entity Drag the "Corporate Client" switch to the right


Enter the required fields  then select "Create New"



From here you can proceed to add Address, Phone, Email etc to the clients profile OR complete it at a later date if time is pressing


Finally select "New Trip" and the Trip form will display where you can enter all of the Trip data sector by sector via the New Sector Option


       


From the main dashboard you can search the entire database for an existing client by entering the client lastName or City or Phone Number



Or you can select -“Clients” from the sideBar - Selecting this option will display a list of all ‘Active” clients in your database, from here you can enter part of the lastName of the client to search


and you'll be presented with the matching results



The Search options are;


All logical labels displayed e.g. Name (partial), Date Of Birth,City, State, Country, Phones, email


Select the "+" icon create a new Trip manually and the Trip Header Form will display


       


Select "Create New" to move to the next stage of creating as trip manually


Here you can set the status of the Trip - Select Yes for Active or NO for Quote then select Save Changes to save the changes



Next - select the "New Sector" option and the following form displays     

      


Enter the Carrier/Product Code and the Itinerary Builder will auto populate if the Product is set as Itinerised


Once you have filled all of the required data select "Create Leg" then select "Back" to return to the sector details form


From fill in the necessary fields with the required information taking care to INCLUDE GST in the Unit Price for any Domestic sectors where GST is applicable



Please Note: The Taxes field is used to store the Taxes related to the following only:


1. Airline Taxes which are identified when creating your PNR - should be entered as the indicated value PLUS GST

2. The STAMP DUTY applicable to all Travel Insurance Policies - where STAMP DUTY is applicable reset the "Taxes Tax Code" to FRE  


on completion Select "Create Sector" to commit the sector and the summarized detail displays



 

You can edit / update or add new sectors as required