---
title: Data Management | Software Training
description: Training overview of master data management — destinations, hotels, transport, activities and rates.
---

# Data Management

Training overview of master data management — destinations, hotels, transport, activities and rates.

Sembark really shines when it is fed with your personalized data — hotels, transport services, activities, itineraries and contracted rates. As a Data Operator (or anyone managing data sheets), your work powers automated costing for the whole sales team. This guide covers the data management process.

## Where Data Lives

All master data is managed from **Organization > Repository**. The main datasets are:

- [Trip Destinations](https://sembark.com/travel-software/docs/trip-destinations.md) — your operating regions with defaults (images, support numbers, child age, check-in/out times)
- [Hotels](https://sembark.com/travel-software/docs/hotels-master-data.md) — properties with room types, meal plans, extra bed configuration, contacts and notes
- [Transport Services and Cab Types](https://sembark.com/travel-software/docs/transport-services-master-data.md) — routes, vehicles, capacities and closing days
- [Travel Activities](https://sembark.com/travel-software/docs/travel-activities-master-data.md) — activities and ticket types
- [Trip Sources](https://sembark.com/travel-software/docs/trip-sources.md) — B2B agents and channels with billing details

## Upload Rates

Contracted rates make automated tour costing possible. Practice this flow:

1. Prepare the CSV rate sheet for a dataset (hotels, transport or activities) with seasons and date intervals.
2. Upload **selling rates** for quotation, and **booking rates** (append `(Ops)` to the season name) for accurate payables after conversion.
3. Verify rates by creating a test quote and checking the fetched system rates.

Read [Rates and Seasons](https://sembark.com/travel-software/docs/rates-and-seasons.md) for sheet formats, supplier-wise rates and the cab metric pricing system.

## Keep Data Clean

- Merge duplicate hotels and trip sources; disable unused entries — selection menus stay clean while history is preserved.
- Use entry-type indicators (manual vs sheet) and "last updated" filters to audit data freshness.
- Configure closing days and stop sale/blackout dates so the sales team can not quote unavailable services.
- Activity logs on hotels, transport services and activities show who changed what.

## Report Missing Data

If you don't operate on data directly, you are probably _using_ it — when something is missing or wrong during quotation, sales team members can add it on-the-fly with **Quick Add** (hotels, transport services, activities) and data operators complete the details later.

:::success Done

Clean, current master data means faster quotes and fewer booking surprises. Next, learn [Administration](../admin/) for users, templates and reports.

:::

## Training Navigation

Current page: [Data Management](https://sembark.com/travel-software/training/data-operator.md)

### Sales

* [Sales Overview](https://sembark.com/travel-software/training/sales.md)
* [Leads and Queries](https://sembark.com/travel-software/training/leads-and-queries.md)
* [Package Quotes](https://sembark.com/travel-software/training/package-and-quotes.md)
* [Quotation Sharing](https://sembark.com/travel-software/training/share-quotes.md)
* [Follow-ups and Amendments](https://sembark.com/travel-software/training/followups-and-amendments.md)
* [Conversion](https://sembark.com/travel-software/training/conversion.md)
* [Cancellation and Drops](https://sembark.com/travel-software/training/cancellation-and-drops.md)
* [Remaining Payment Tracking](https://sembark.com/travel-software/training/remaining-payment-tracking.md)
* [Tour Co-ordination](https://sembark.com/travel-software/training/tour-coordination.md)

### Accounting

* [Accounting and Payments](https://sembark.com/travel-software/training/accounting.md)

### Reservations

* [Hotel Reservations](https://sembark.com/travel-software/training/reservations.md)

### Tour Operations

* [Tour Operations](https://sembark.com/travel-software/training/tour-operations.md)

### Data & Administration

* [Data Management](https://sembark.com/travel-software/training/data-operator.md)
* [Administration and Reports](https://sembark.com/travel-software/training/admin.md)