This release introduces significant enhancements like Task Management, reordering capabilities for transport and activities services in a day during quotation and inclusions/exclusions, along with automatic rate updates for cab bookings when service details change. Enhanced financial tracking now displays booking and paid amounts across operational bookings, while new Quick Add functionality for hotels simplifies hotel entry processes for faster quotation preparation. The quote email template has been improved with options to change the title of Accommodation section and package price displays.Let’s go into more details of each update.
1. Task Management
1.1 Task Assignment to fellow Team Members
The new update has an ‘assign-to-someone’ field in the Tasks & Comments section to assign work to the relevant person in their organisation.
1.2 More Details in Listing
We’ve added new columns—Source, Guest, and Assigned To—to give you more clarity, and along with this, the pending leads were shown first, then overdue Tasks, and then resolved Tasks.
Naming convention for Assigned To details
If task is created by you for yourselves, then the Assigned To column will show ‘Self’.
If someone else has assigned you a task, then the Assigned To column will show “Me”.
If you created a task and assigned it to someone else, then the Assigned To will show the name of the user.
1.3 More Filters, Better Workflows
Now, you can filter Tasks by ‘created by’, ‘assigned to’ and ‘Task status’. This is specifically useful for team managers and admins to filter the pending or overview tasks for today or yesterday giving another opportunity to ensure proper tasks are done.
2. Multiple cab suppliers management in the booking
Through contracting sheets (CSVs), you can upload supplier-wise booking rates for transport services, mentioning the supplier code name in the vehicle name. e.g., Innova [[ABC Travels]]. For quotations, you can use a single rate for ease of calculations. This feature will help you manage operations with accurate booking prices supplier-wise.
Moreover, if we are changing transport service, date, or cab types in cab bookings, the booking rates will be auto-updated as per system booking rates if available; else, you can set it manually. This ensures that we have the correct booking amount for the cab bookings.
3. Introducing Important Notes in Quotation
We have introduced the `Important notes` in quotation. Along with that, new formatting options (bold, italic) have been added to the content of this information. Some important information, like child policies and visa policies, can be mentioned here. While creating the quotation, now you are able to format these services.
The quote email template has been updated to include the ordering option for these `Important Notes` section so that you can place the notes in the Quote Email as per your requirements. The default ordering of this section will be before the section of `Terms and Conditions` to highlight the importance of these details.
Migration from “Other Information” to “Important Notes”
We have also migrated the existing `Other Information` section in Quotation to the `Important Notes` to further highlight the usage of these details. If you had attached `Other Information` details to any of your quotations, it will be shown in the `Important Notes` section.
4. Quick addition of new hotel during quotation
To fasten the quote creation process when you need to add hotel details on-the-spot, we’ve added a new “Quick Add” option. When the option is enabled (automatically enabled by system), you need to provide only minimal details (such as name, location, meals and rooms). If you want to add more details, you can always uncheck the `Quick Add` option and add all the required details.
5. On Trip Operations changes Handling
This update will allow you to amend the services more faster. Now, you can change the date of the scheduled activity so it can be rearranged to any day of the trip as per requirement.
Along with this, you can now view the preview of the changes made to the bookings to ensure correct details have been modified. As always, any change in the bookings details will result in price reset, hence you must verify the details before updating the bookings. The system will ask for reconfirmation if the booking prices has been modified to ensure the correct prices are updated for the booking.
6. Service-wise Rate comparison in Profit report
To ensure you have correctly quoted (sales) the price of services in the Trip Profit Report, the system will now automatically sync the quoted prices of services (hotels, transportation, activities) with the latest quote if you update the quotation after conversion. This also ensures that we have correctly quoted prices even if we have added some bookings which are not in the quotation.
7. Booking amount and payment visibility on the calendar and Supplier detailed Ledgers
Now you can show the paid amount details for booked operational services, giving you better visibility into financial tracking. This makes it easier to check which services have been paid for and how much is due for that particular service.
8. Add travel activities in the transport-only download
In Trip operational bookings for a particular day, we have updated the names of the reports to activities, transport and all services. Now we are showing the transport and activities report download option on the right side of all services on the booking overview page.
In addition to that, we also added an activities column in the report of transport services to show upto 4 activities linked to a Transport Service for a given day.
9. Reordering of Inclusion/Exclusion with other improvements
- You can now easily reorder inclusions and exclusions when creating or editing a trip.
- When adding a new preset of Inclusion/Exclusion, the form is more flexible now. You can also save only inclusion or only exclusion according to your requirement.
- Inclusions and exclusions can also be added or removed separately, giving you greater control.
10. Reordering of transport and activities during quotation in a day
You can now reorder transport and activities within a day while preparing quotations, giving you more flexibility in arranging trip details by choosing the reorder option, without the need of removal or additions of services to rearrange. This also ensure that the rates are preserved.
11. Hotel section customisation in the Quote Email Template
We’ve added an input option to let you change the hotel section title, giving you more flexibility in customising your documents. A new Total Price position toggle with a live preview is also available, so you can easily decide where the total price should appear for better presentation.
12. Hotel Entry Method Showing during Quotation
Now you can see the hotel entry method in the hotel dropdown during quotation creation. It helps in tracking whether it is uploading from a sheet or manually.
13. Other Improvements
- Add selling price columns in hotel check-in/check-out exports
- Cab-type pagination has been added in the dropdown
- Add separate options for transport services selection during the transport booking editing.
- Change the date picker to day picker in Cab Schedules
- Flight Pax issue during edit quote
- Negative markup handling in Taxation