Carsolize B2B tutorial 1.6.2
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Transcript of Carsolize B2B tutorial 1.6.2
Carsolize Distribution PlatformTutorial presentation
Before You BeginPlease make sure you have the latest Silverlight plugin installed, it takes 1 minute
!! You will receive the notification automatically when you visit www.carsolize.com/agents
!! The system is best experienced in Internet Explorer, though all browsers are supported.
Logging InThe system can be accessed at: www.carsolize.com/agents
Input your credentials
Case sensitive
Can’t log in?Password retrieval and support
Input your USERNAME or your EMAIL and password will be send to you
Contact us for support
System layoutHow it all works
Getting started• Checklist• Admin - Management
• Company• Users• Contracts*• Markups• Obligo• Currency• Security roles• Translation*
• Booking– Hotel booking process– Car booking process– Flight booking process
• Order management• B2B2C management• Support
Checklist• Get acquainted with the system
– Your user comes with predefined admin level settings and test suppliers to search and book. Before creating your structure, look around and get the general impression on how things work.
• Set up your company– Update your company’s information, set up organizational structure, create security
roles for users, create users, define your supplier’s access credentials, setup markups, establish obligo control and update currency exchange rates
• Experiment– We suggest you to make various searches in the system, create bookings, see how every
aspects of the system are affected, issue vouchers and booking confirmations, cancel orders and export data for your accounting.
• Go Live!– Request your suppliers for live access credentials, add them to your contracts section
and update mark up definitions. You’re now good to start generating sales!
Admin - CompanyManage company structure
Manage company details and contact person info. Company details might be used for vouchers
Save changes
Add or remove organizational units
Disable access (of sub-branches)
Add your logo in JPEG/JPG formats
“Node” is an entity in the system, it can be a branch, affiliate or user. In “Company” screen nodes are commercial entities
Admin - UsersManage and configure user accounts
Manage user info
Save changes
Add or remove users for selected unit. User must have unique usernames. If a user is removed, same username CAN’T be used
Disable access Hide supplier details
!! Advance user configuration shown in next slides
In “Users” screen, nodes are user entities
Set default user interface language
Check user online status
Admin - UsersManage and configure web user accounts
To create a “web” user - to provide your agent with online booking engine, you need to create a “web id”
Web user can be configured just as “agent user” in terms of it’s behavior and preferences
Admin – Web Users IBE for B2B2CGenerating a JS booking widget
<script src="http://www.gimmonix.com/cl/client.js?siteid=a4317c65-f4f1-2050-666e-d76cd0fe73f0&lang=EN¤cy=USD&ver=1.0" type="text/javascript"></script>
All you need to do is provide your agent with this script, which will generate search and booking pages on his website!
The script will load search results and booking pages to complete the booking process without leaving the agent website!
Admin - UsersAdvanced user configuration
Change password
Unlock user
Send password to email
Assign user profile
Manage user rules
Set user languageView user login activity and online status
!! When working with user profiles and manual rules, please note – Manual rules ALWAYS override profiles, even if are unchecked.
Admin - ContractsManage supplier access credentials
Manage access credentials
Add, remove, save and disable accounts
Choose service type and supplier to manage
Mark V for Gross suppliers
Default search currency for specific supplier account
Admin - MarkupsManage markups on all user and unit levels
Choose service type, and node: branch or user
Mark V for suppliers available to this unit/user
Total mark-up calculationSuppliers available to this user
Save configuration
Apply commissions to all levels
Admin - MarkupsManage markups on all user and unit levels
Mark up in flat fee or %Will show unit markup to NET price
Save configurationMark V for suppliers available to this unit/user
Total mark-up calculation ON this level
Mark up in flat fee or %Will show user profit/mark up/commission
Define commissions in flat or %
Limit max markup rate for all nodesTotal mark-up calculation FOR this level
This part defines how much mark up you’d like to add to original price, prior to agent/branch
Admin – Obligo/DepositsManage financial exposure and rules
Save configuration and updates
Choose service type and node/user to manage
Setup available obligo/credit line
Configure calculation method to subtract and add purchases to obligo.
There are 4 available methods:
1.Full price of all bookings2.Full price X days prior to cancelation policy date start3.Max cancelation policy4.Cancelation policy rate applied X days prior to CXL start date
Add received payment to reduce credit and paid payments to reduce debt
How much agents/agencies owe you
How much you own to suppliers based on your calculation method
Obligations to go into effect in the future
Admin – CurrencyControl currency exchange rates for each user/branch
Click on a selected rate to modify: Bank rate, bank+flat fee, bank+ %, or work with standard rates. By default, all sub-branches inherit the specifications of their parent.
Apply configuration Reset rate to default
!! By default, all users use “inherit from bank” option
Admin – Security ProfilesCreate profile templates for user access and behavior (eg. agents, sub-agents, affiliates..)
Modify existing role profileSave configuration
Create new profile
DashboardGet used to the idea of multi tabbing
You can open several of the same or different tabs to continue working on several processes at the same time
Starting a New Hotel SearchThe booking tab
1 – Open a new booking tab 2 – Choose destination 3 – Choose currency
4 – Choose dates 5 – Choose # of rooms and PAXes
6 – Choose customer residency
Starting a New Hotel SearchThe booking tab
7 – Advanced search options 8 – Validation messages 9 – Please wait
* Booking as a different user (optional)* Order Management will state who booked the segment
Search for separate beds
Search Results4 available view layouts, endless possibilities
Grid view
Package view
Map view
Switch between view modes
Map/package view
Search Results - FilteringFilter by any value or combination of parameters
Advanced filter
Advanced options
Switch between view modes
New search
“Filter on!” - notification
- View available only- Filter by name or address- Reset filter and sorting- View special offers- View selected hotels only
Search Results - SortingSort by all available parameters
Click on column name to sort
Choose sort type for package view
Search Results – Selected ItemsWorking with selected hotels
Select the hotels on Grid or Package views
Apply the “view selected” filter
Work with selected hotels in Package and Map views
To view all hotels reset the filter. To clear the current selection click on the X.
Browsing Available RoomsSee offer details for each hotel – on Grid view
Click on the ‘+’ icon to expand
Available or on request
Includes meals?
Supplier logoRoom type, class, basis
Price in selected currency
View cancellation policy
View destination content
View original supplier definitions and values by placing the mouse over room details
Search Results – Additional DetailsHotel related information
Cancellation Policy
Destination Content
Hotel Details
Hotel Booking ScreenOne-step process
Hotel details
Passengers Booking remarksLead customer details for the CRM
Payment options
Financial summaryReturn to results screen
Accept booking conditions
Credit card payment when applicable
Essential info from Hotel/Supplier
Hotel BookingPrice modification
Work on predefined markups or control the booking price and determine your profit
Hotel BookingBooking confirmation
Supplier Reference ID and Cancellation Policy
System IDs
Starting a New Car SearchThe booking tab
1 – Open a new booking tab 2 – Choose destination 3 – Choose currency
4 – Choose dates 5 – State driver age 6 – Choose customer residency
Search ResultsAll cars presented in single view
Click on any column name to sort
Search Results - FilteringFilter by any value or combination of parameters
Advanced filter
Advanced options
New search
- Filter by ACRISS code- Filter by car model/name- Reset filter and sorting- View selected items
“Filter on!” - notification
Search Results – Car DetailsCar/supplier related information
Rental package detailsRental terms
Car extras
Car Booking ScreenOne-step process
Car details
Driver details
Booking remarksLead customer details for the CRM
Payment options
Financial summary
Return to results screen
Accept booking conditions
Credit card payment when applicable
Extras booking
Car BookingBooking confirmation
Supplier Reference ID and Cancellation Policy
System IDs
Flight Booking beta
Major GDS, low cost and consolidators – One way, Return and OpenJaw
Search for departure and arrival points by IATA code or destination name
Choose routing type: OneWay, OpenJaw, Add return flight
Advanced flight search options
Search Results beta
Flight results in a grid view
Click on any column name to sort
Compare pricing across GDS systems or consolidators
Order ManagementView, sort, filter and manage orders
Order management in grid view
Order management in extended view
Switch between view modes
Sorting and filtering orders
Order ManagementManage orders and segments
Order summary (including all segments)Cancel segmentCheck status Issue voucher
Room and passenger detailsAgent remarksEssential information from supplier
Payment detailsBooking information Financial
information
!! Select segment to perform actions
Order ManagementPerforming actions
Cancel segment
Check status
Issue voucher
!! Select segment to perform actions
Issue confirmation
Export sales reportExport financial report
Confirmation and voucher can be saved as a PDF file or emailed to recipient
CustomizationPrivate label – your own “look and feel”
Your logo and background images+ Custom login page under your URL
Custom SMTP service
SupportSometimes its easier to see it in action
Tutorial videos and walkthroughs
It’s all about access to resources Suppliers we’ve integrated so far or are to be available soon
Thank You Please contact us for more details
[email protected] or www.carsolize.com/contact