Setup - My Company - Branches - New Item

Branch details are defined in the following three expanders:

1. General: This expander contains the branch's main details.

   Branch-specific definitions in this expander overwrite the definitions in Setup - My Company - General Details.

2. Logo and Branding: This expander contains the branch's logo, and B2B and B2C branding definitions.

   Branch-specific definitions in this expander overwrite the definitions in Setup - My Company - General Details.

3. Document Title and Remark: This expander contains definitions regarding text to be displayed on documents issued by the branch.

   Branch-specific definitions in this expander overwrite the definitions in Setup - Database Definitions - Documents.

4. Limits: This expander contains definitions regarding limits placed on users belonging to this branch when giving discounts to customers.

   Branch-specific definitions in this expander override the definitions in Setup - Database Definitions - Limits.

5. Working Days and Hours: This expander is used to define the working days and hours of the branch.

   Branch-specific definitions in this expander overwrite the definitions in Setup - My Company - General Details.

1. General

To define the branch's main details

1. Go to Setup – My Company - Branches.

2. Click Click here to add a new branch.

3. In the Branch Name field, enter the branch name. This is a mandatory field.

4. In the IATA Number field - if relevant - enter the branch's IATA number.

5. In the VAT Number field - if relevant - enter the branch's VAT number.

6. In the Time Zone field, select the time zone of the physical location of the branch from the drop-down list.

   This definition is required so that transactions are registered in the database with an accurate timestamp.

7. If you want to prevent travel files from being automatically opened for PNRs attached to the branch that are imported through the ENS mechanism, or from Amadeus web services, clear Open new travel file from GDS.

8. If you want to prevent the open new travel file transaction fee from being applied to travel files opened for the branch, select No transaction fee for opening new travel file.

9. If you want to prevent, the selling price from being overridden when you synchronize a travel file with a GDS, select Do not override selling price from GDS.

10. In the Address field, enter the branch's address.

11. In the Phone Number field, enter the branch's telephone number.

12. In the Fax Number field, enter the branch's fax number.

13. In the Website field - if relevant - enter the URL of the branch's website.

14. In the E-mail field, enter the branch's e-mail. This is the address that will be displayed as a sender in e-mails sent from the branch.

15. Click Save.

2. Logo and Branding

You can upload a logo for the branch (not including the head office), which is used on all documents issued through the B2E selling channel. The logo for documents issued through the B2B and B2C selling channels is taken from Setup - Website Definitions - UI Design.

The logo for the branch needs to meet the following requirements:

• Size: 1,000 x 120 pixels

• Supported file types: gif, png, jpg

• Maximum file size: 97.66 kb

You can define different branding be used to distinguish the B2B (also B2E4B) and B2C (also B2E4C) selling channels by defining different company details which are displayed on the documents issued.

To upload a logo for the branch

1. In the Document Logo field, click Choose File.

2. Select the file.

3. Click Upload.

To define separate B2B and B2C branding details for branches

1. Select Activate different branding for B2B and B2C.

2. In the Branding for B2B section, enter the relevant details:

   1. In the Branding field, enter the company name to display when working in B2B mode.

   Details entered in this field are saved in the <BN> field. This field can be used when defining text to be displayed as remarks in various documents. See topics in Setup - Database Definitions - Documents for more details.

   2. In the Phone Number field, enter the telephone number to display when working in B2B mode.

   Details entered in this field are saved in the <PN> field. This field can be used when defining text to be displayed as remarks in various documents. See topics in Setup - Database Definitions - Documents for more details.

   3. In the Fax Number field, enter the fax number to display when working in B2B mode.

   4. In the Address field, enter the address to display when working in B2B mode.

   5. In the Website field, enter the URL to display when working in B2B mode.

   6. Click Save.

3. In the Branding for B2C section, repeat step 2.

3. Document Title and Remark

Branch-specific remarks and text entered in this expander will overwrite those entered in Setup - Database Definitions - Documents.

• Invoice

• Voucher

• Reservation

• Itinerary

• Receipt

• Travel File Details

• Statement

Invoice

Enter branch-specific text in the relevant fields:

• In the Title field, enter the default title to display on the invoice.

• If the Title field is left blank, the text Invoice is displayed.

• In the Remark fields, enter the default remarks to display on the invoice. You can enter up to three remarks.

Voucher

Enter branch-specific text in the relevant fields:

• In the Title field, enter the default title to display on the voucher.

• If the Title field is left blank, the text Voucher is displayed.

• In the Remark fields, enter the default remarks to display on the voucher. You can enter up to twelve remarks.

Reservation

Enter branch-specific text in the relevant fields:

• In the Reservation Subtitle field, enter the default text to display at the top of a reservation form (which was not amended or canceled).

• In the Amend Subtitle field, enter the default text to display at the top of an amended reservation form.

• In the Cancel Subtitle field, enter the default text to display at the top of a canceled reservation form.

• In the Remark field, enter the default text to display in the remarks section of all reservation forms.

• In the Thank You Line field, enter the  thank you remark to display on all reservation forms.

Itinerary

Enter branch-specific text in the relevant fields:

• In the Remark fields, enter the default remarks to display on the itinerary. You can enter up to three remarks.

Receipt

Enter branch-specific text in the relevant fields:

• In the Remark fields, enter the default remarks to display on the receipt. You can enter up to twelve remarks.

Statement

Enter branch-specific text in the relevant fields:

• In the Title field, enter the default title to display on the statement.

• If the Title field is left blank, the text Statement will be displayed.

• In the Remark fields, enter the default remarks to display on the statement.

Travel File Details

Enter branch-specific text in the following field:

• In the Remark field, enter the default remark to display on the Travel File Details form.

4. Limits

Limit 1

• In the % Discount field, enter the percentage of the selling price to be applied as a discount.

• In the % Discount from service profit field, enter the percentage of the difference between the buying and selling price to be applied as a discount.

Limit 2

• In the % Discount field, enter the percentage of the selling price to be applied as a discount.

• In the % Discount from service profit field, enter the percentage of the difference between the buying and selling price to be applied as a discount.

Change Rate

• In the Maximum change rate field, enter the maximum percentage representing the difference between the system currency rate and the receipt currency rate that can be changed when performing financial activities.

5. Working days and hours

To define the working days and hours of the branch

1. Go to Setup - My Company - General Details.

2. Open the Working Days and Hours expander.

3. In the Opening Days and Hours section, define the days on which the branch is open:

   1. Select the check box to the left of the day name.

   2. In the From field, enter the time at which the office opens (according to a 24-hour clock).

   3. In the To field, enter the time at which the office closes (according to a 24-hour clock).

   4. Repeat steps a-c for all days on which the office is opened.

4. In the Office Closing Dates section, define the annual dates on which the branch is closed:

   1. Click Click here to add a new date.

   2. Define the date (either manually or by selecting from the calendar).

      To delete an existing date, click .

5. Click Save.