Setup - Business Environment - Travel Agent/ Corporate Client Types

To access and perform actions in the module:

Assign the permit Update Setup Menus

A travel agent/corporate client type is an attribute which is associated with a travel agent/corporate client name in order to distinguish that name from others according to color. This is useful when working in the Reservation System in B2E mode as employees will be able to quickly identify an travel agent/corporate client's unique characteristic by the color in which the travel agent/corporate client's name is displayed.

Only one travel agent/corporate client type can be assigned to a travel agent/corporate client.

Examples of travel agent/corporate client types: Cash, Credit, VIP

A travel agent/corporate client is associated with a travel agent/corporate client type in Setup - Business Environment - Travel Agent/Corporate Client Accounts - [Travel Agent/Corporate Client Name] - Advanced Definitions.

To search for an existing travel agent/corporate client type

  1. Go to Setup – Business Environment - Travel Agent/Corporate Client Types.

  2. In the Travel Agent/Corporate Client Type field, enter part (first letters) or all of the travel agent/corporate client type name.

  3. Click Find.

    Travel agent/Corporate client types matching the search criterion are displayed in the results section.

To add a new travel agent/corporate client type

  1. Go to Setup – Business Environment - Travel Agent/Corporate Client Types.

  2. Click Click here to add a new Travel Agent/Corporate Client Type.

  3. In the Travel Agent/Corporate Client Type field, enter the travel agent/corporate client type name.

  4. In the Color field, select the color to associate with the travel agent/corporate client type from the drop-down list.

  5. Click to save the new travel agent/corporate client type or to revert.

To edit an existing travel agent/corporate client type

  1. Locate the travel agent/corporate client type you want to edit as described above.

  2. Click the travel agent/corporate client type name. The name will be highlighted.

  3. Edit the travel agent/corporate client type details as required.

  4. Click to save or to revert.

To copy an existing travel agent/corporate client type

  1. Locate the travel agent/corporate client type you want to copy as described above.

  2. Click in the row of the travel agent/corporate client type name.

    A new travel agent/corporate client type will be created with the following name:

    [Name of original travel agent/corporate client type] [duplicate number in current session]

  3. Edit the details of the new travel agent/corporate client type.

  4. Click to save or to revert.

To delete an existing travel agent/corporate client type

  1. Locate the travel agent/corporate client type you want to delete as described above.

  2. Click in the row of the travel agent/corporate client type name. The following message will be displayed:

  3. Click Yes to delete.