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.
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Where Data Lives
All master data is managed from Organization > Repository. The main datasets are:
- Trip Destinations — your operating regions with defaults (images, support numbers, child age, check-in/out times)
- Hotels — properties with room types, meal plans, extra bed configuration, contacts and notes
- Transport Services and Cab Types — routes, vehicles, capacities and closing days
- Travel Activities — activities and ticket types
- Trip Sources — B2B agents and channels with billing details
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Upload Rates
Contracted rates make automated tour costing possible. Practice this flow:
- Prepare the CSV rate sheet for a dataset (hotels, transport or activities) with seasons and date intervals.
- Upload selling rates for quotation, and booking rates (append
(Ops)to the season name) for accurate payables after conversion. - Verify rates by creating a test quote and checking the fetched system rates.
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Read Rates and Seasons 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.
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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.
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Done
Clean, current master data means faster quotes and fewer booking surprises. Next, learn Administration for users, templates and reports.