Send Email - Multi-bookings

To One Supplier

20240520

Modules: Operation / Sales (Reservations, Tour Designer)

Description: To send emails to a single supplier for making reservations across multiple bookings. The booker (either reservations or operators) can choose service items for each booking and create an email template to be sent to the supplier

STEPS:

CHOOSE BOOKINGS
CREATE AND SAVE BOOKING LIST
SELECT SERVICE ITEMS FOR EACH BOOKING
GENERATE EMAIL TEMPLATE
EDIT AND SEND TO SUPPLIER

STEP 1 - CHOOSE BOOKINGS TO SEND EMAIL TO ONE SUPPLIER

In Operation Module, Go to Booking Tasks

Filter the bookings based on the periods
Select the bookings that have services to book to a Supplier
Click on Red Button on the bottom of screen: "(number) bookings to send email"

STEP 2 - Create Booking List at "(number) Bookings To Send Emails"

In Operation Module, Go to Booking Tasks

Review and check Booking List
Click Compose Email

STEP 3 - Assign Supplier And Name The Reservation

Select the supplier and name

STEP 4 - Select excursion items of each booking

Click on items to select the items that show on email to send out to supplier
As soon as a supplier selected, the items were filtered automatically. However, the suppliers might have been assigned. If so, please clear filter at the Supplier Column. All the booking services will be shown

STEP 5 - Select template and generate email to supplier

Click Assign Supplier and Open Email Editor with template generation

STEP 6 - Select Template and Generate email to send out

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