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Tour and Travel Management
The Tour & Travel Management Application is an all-in-one platform designed to manage tour operations efficiently and accurately. It enables businesses to create and manage tour itineraries, tours, inquiries, bookings, and reservations from a single system. The application supports role-based access, allowing administrators, managers, and agents to work securely within defined permissions. Agents can view tours and itineraries, create inquiries, confirm bookings, and generate invoices. The inquiry-to-booking workflow ensures a smooth sales and reservation process. Integrated service management covers accommodations, transportation, and travel services. The system also includes invoicing, billing, and agent commission handling. Automated documentation and reporting improve communication and tracking. Overall, the application streamlines operations, reduces manual effort, and enhances customer experience.
Features
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Support
Service
Features
Role-Based Access & User Management
Manage system users with clearly defined roles such as Administrator, Manager, Agent, and User. Each role has controlled permissions for viewing, creating, editing, or deleting records. This ensures data security while allowing smooth collaboration across departments. Managers operate with near-admin access while critical configurations remain protected.
Tour Configuration & Master Setup
Centralize all tour-related master data including destinations, transport types, travel classes, seasons, meals, and payment terms. Standardized configurations reduce errors during tour creation. Administrators can control system-wide settings while maintaining operational consistency.
Tour Itinerary & Tour Planning
Create detailed tour itineraries with travel dates, accommodations, passenger details, and daily schedules. Convert finalized itineraries directly into active tours without rework. Track tour status from draft to completion for better planning and execution.
Inquiry & Booking Management
Capture customer or agent inquiries with travel requirements and preferences. Convert confirmed inquiries into bookings with a single action. This streamlined flow minimizes data duplication and speeds up the sales process.
Reservation & Operational Scheduling
Manage tour reservations and track traveler confirmations. Plan operational activities such as staff allocation and service schedules. Ensures all reservations are aligned with tour timelines and resource availability.
Accommodation, Flight & Transfer Management
Handle hotel bookings, flight reservations, ferry services, and local transfers. Track booking details, costs, and service providers for each tour. Maintain accurate service coordination to ensure smooth traveler experiences.
Visa, Passport & Insurance Services
Manage visa processing, passport handling, and travel insurance for travelers. Track document status from submission to completion. Ensures compliance and readiness before tour confirmation and departure.
Agent Workflow & Commission Management
nable agents to view tours and itineraries in read-only mode. Allow agents to create inquiries, confirm bookings, and generate invoices. Automatically calculate and manage agent commissions and billing.
Billing, Invoicing & Accounting Integration
Generate customer invoices from bookings and services. Manage vendor bills, agent payouts, and payment tracking. Seamlessly integrates operational data with financial workflows.
Communication, Printing & Reporting
Send itineraries, bookings, and invoices via email with professional PDF attachments. Print tour and reservation documents for internal or customer use. Access activity logs and reports for monitoring performance and operations.
Screenshot
1.) Tour and Travel User Access Configuration
This page is used to manage user access and role assignments for the Tour and Travel Management module. Administrators can assign specific tour-related roles such as Administrator, Manager, Agent, and User to control system functionality and data access. Proper role configuration helps maintain security, operational control, and efficient workflow management across the tour operations.
Navigation : Settings → Users & Companies → Users
2.) Place Configuration
This page allows administrators and managers to create and manage places used in the Tour and Travel Management system. Administrators have full control over place records, including creation, editing, and deletion. Managers are allowed to create and update place information but do not have permission to delete existing records. This role-based access ensures data integrity while allowing operational flexibility for managers.
Navigation : Tour & Travel → Configuration → Place
3.) Place Details
This page allows users to create and manage detailed information for a specific place used in tour operations. Administrators can create, edit, and delete place records, while managers are allowed to create and update only. This role-based control ensures accurate destination data and maintains system integrity.
Navigation : Tour & Travel → Configuration → Place
4.) Transport Type Configuration
This page is used to define and manage transport types used in tour packages and reservations. Administrators can create, edit, and delete transport types, while managers can create and update records only. Configured transport types help standardize travel options across tour planning and operations.
Navigation : Tour & Travel → Configuration → Transport Type
5.) Travel Class Configuration
This page allows users to define and manage travel classes used in tour bookings and reservations. Administrators can create, edit, and delete travel class records, while managers can create and update only. Configured travel classes help organize pricing, comfort levels, and service options in tour planning.
Navigation : Tour & Travel → Configuration → Travel Class
6.) Travel Information Configuration
This page is used to manage travel details between two places for tour planning purposes. Users can define transport type, travel class, distance, and duration for each travel route. Administrators have full control, while managers can create and update travel information records.
Navigation : Tour & Travel → Configuration → Travel Information
7.) Travel Information Details
This page displays detailed travel information between two selected places. It includes transport type, travel class, distance, and estimated travel duration. Administrators can fully manage records, while managers are allowed to create and update only.
Navigation : Tour & Travel → Configuration → Travel Information
8.) Payment Term Configuration
This page allows users to define and manage payment terms used in tour bookings and invoicing. Administrators can create, edit, and delete payment term records, while managers can create and update only. Configured payment terms ensure consistent billing schedules and clear payment expectations.
Navigation : Tour & Travel → Configuration → Payment Term
9.) Tour Seasons Configuration
This page is used to define and manage tour seasons with specific start and end dates. Users can set payment deadlines, total seats, and available seat limits for each season. Administrators have full access, while managers can create and update tour season records.
Navigation : Tour & Travel → Configuration → Tour Seasons
10.) Tour Season Details
This page displays detailed information for a selected tour season. It includes booking dates, payment due date, and seat availability details. Administrators can manage all fields, while managers are allowed to create and update records.
Navigation : Tour & Travel → Configuration → Tour Seasons
11.) Room Type Configuration
This page is used to define and manage different room types for accommodation planning. Users can create room types such as single, double, or villa for tour packages. Administrators have full access, while managers can create and update room type records.
Navigation : Tour & Travel → Configuration → Room Type
12.) Meal Configuration
This page is used to define and manage meal options included in tour packages. Users can create meals such as breakfast, dinner, snacks, or beverages. Administrators have full access, while managers can create and update meal records.
Navigation : Tour & Travel → Configuration → Meal
13.) Accommodation Information Configuration
This page is used to manage accommodation providers linked with available room types. Users can assign multiple room types to each accommodation record. Administrators have full access, while managers can create and update accommodation information.
Navigation : Tour & Travel → Configuration → Accommodation Information
14.) Accommodation Information Details
This page displays detailed information for a selected accommodation provider. It includes contact details, assigned room types, and pricing information. Administrators can manage all details, while managers can create and update records.
Navigation : Tour & Travel → Configuration → Accommodation Information
15.) Visa Documentation
This page lists all required visa-related documents for tour processing. It allows administrators to create, view, and manage documentation records. These documents are used to ensure compliance with travel and visa requirements.
Navigation : Tour & Travel → Configuration →Visa Documentation
16.) Flight & Ferry Names
This page manages flight and ferry service provider details used in tour planning. It allows administrators to add, view, and maintain transport provider information. These records help organize travel logistics for flights and ferry services.
Navigation : Tour & Travel → Configuration →Flight & Ferry Names
17.) Tour Type
This page defines different categories of tours offered by the company. It allows administrators to create and manage tour classification records. These types are used to organize and categorize tour packages effectively.
Navigation : Tour & Travel → Configuration →Tour Type
18.) Tour Insurance
This page manages insurance options available for tour and travel services. It allows administrators to create and maintain different insurance coverage types. These insurance records can be assigned to tours for traveler protection.
Navigation : Tour & Travel → Configuration →Tour Insurance
19.) Agents
This page displays a list of agents associated with tour and travel operations. It allows administrators to create and manage agent contact records. These agents are used for coordination, bookings, and operational support.
Navigation : Tour & Travel → Contacts → Agents
20.) Agent Details
This page displays detailed information for an individual agent contact. It allows administrators to define the agent role under tour-related categories. Agent, sub-agent, guide, or driver roles can be assigned from the Tour tab.
Navigation : Tour & Travel → Contacts → Agents
21.) Drivers
This page displays driver contact records used in tour operations. It allows administrators to create and manage driver information. Drivers can be assigned to tours for transportation services.
Navigation : Tour & Travel → Contacts → Drivers
22.) Driver Details
This page shows detailed information for an individual driver contact. It allows administrators to assign tour-related roles to the contact. Driver, guide, or tour consultant roles can be selected from the Tour tab.
Navigation : Tour & Travel → Contacts → Drivers
23.) Sub Agents
This page displays sub-agent contact records used in tour operations. It allows administrators to create and manage sub-agent information. Sub-agents support agents in handling tour-related activities.
Navigation : Tour & Travel → Contacts → Sub Agents
24.) Guides
This page lists guide contact records involved in tour services. It enables management of guides and their contact details. Guides are assigned to assist and lead tours during operations.
Navigation : Tour & Travel → Contacts → Guides
25.) Tour Consultants
This page displays contact records for tour consultants. It allows managing consultants responsible for planning and advising tours. Tour consultants support customers and coordinate tour arrangements.
Navigation : Tour & Travel → Contacts →Tour Consultants
26.) Other Contacts
This page displays contact records that do not belong to predefined tour roles. It allows managing miscellaneous contacts related to tour operations. Other contacts can include partners, suppliers, or external stakeholders.
Navigation : Tour & Travel → Contacts → Other Contacts
27.) All Contacts
This page shows a complete list of all contacts across all roles. It combines agents, drivers, guides, consultants, and other contacts. Users can browse, search, and manage every contact from one place.
Navigation : Tour & Travel → Contacts → All Contacts
28.) Tour Itinerary
Displays a list of tour itineraries available in the system. Shows travel dates, passenger details, and itinerary status. Allows users to create and manage tour itineraries efficiently.
Navigation : Tour & Travel → Tour Reservation → Tour Itinerary
29.) Tour Itinerary Details
Displays complete tour itinerary information including customer and travel details. Shows tour season, type, passenger count, and room requirements. Includes travel dates, payment terms, and payment due date. Allows users to confirm the itinerary and track its status.
Navigation : Tour & Travel → Tour Reservation → Tour Itinerary
30.) Tour Itinerary Confirmation and Program
Allows users to confirm the tour itinerary and move it to the next status. Provides options to create the tour, send emails, or cancel the itinerary. Includes a tour program section to define daily activities and meal plans. Automatically calculates total tour days and nights based on entries.
Navigation : Tour & Travel → Tour Reservation → Tour Itinerary
31.) Tour Program Details
Defines the complete day wise tour plan with activities and descriptions. Displays total tour days and nights for accurate scheduling. Allows selection of included meals such as breakfast, lunch, and dinner. Provides options to save or discard the tour program details.
Navigation : Tour & Travel → Tour Reservation → Tour Itinerary
32.) Send Tour Itinerary by Email
Allows users to send the confirmed tour itinerary directly to the customer. Shares complete tour details including travel dates and tour program. Ensures clear communication of itinerary information through email. Supports quick customer notification without leaving the itinerary view.
Navigation : Tour & Travel → Tour Reservation → Tour Itinerary
33.) Compose Tour Itinerary Email
Opens an email form with the customer details automatically filled. Includes tour itinerary information such as dates and payment due date. Attaches the tour itinerary as a PDF document by default. Allows users to send or discard the email after review.
Navigation : Tour & Travel → Tour Reservation → Tour Itinerary
34.) Tour Itinerary Email Sent
Displays the tour itinerary after the email has been successfully sent. Shows the sent email content with itinerary details in the activity log. Includes the attached itinerary PDF for reference and tracking. Confirms communication history linked to the tour record.
Navigation : Tour & Travel → Tour Reservation → Tour Itinerary
35.) Tour
Displays the approved tour created from the confirmed itinerary with complete tour details. Includes tour season, type, start and end dates, total days, and nights. Allows managing tour plans such as routes, transport type, class, distance, and duration.
Navigation : Tour & Travel → Tour Reservation → Tour Itinerary → Tour
36.) Tour Reservation Tour List
Displays all created tours with key details such as title, tour type, date, days, and current state. Provides quick access to view, search, and manage tours created from itineraries.
Navigation : Tour & Travel → Tour Reservation → Tour
37.) Create Tour Plans
Allows users to create detailed travel plans for a tour itinerary. Users can define departure and destination locations for the journey. Transport details such as transport type, class, distance, and duration can be recorded. Plans can be saved, saved and continued, or discarded as needed.
Navigation : Tour & Travel → Tour Reservation → Tour
38.) Tour Management Overview
Displays complete details of a created tour in a single view. Shows tour information such as title, itinerary, season, type, and schedule. Allows tracking of tour status through Draft, In Progress, and Complete stages. Includes planned travel segments with transport, distance, and duration details.
Navigation : Tour & Travel → Tour Reservation → Tour
39.) Tour In Progress with Services
Shows the tour after it has been moved from Draft to In Progress status. Allows creation and management of reservations directly from the tour record. Provides tabs to manage related services such as accommodation, flights, visas, insurance, and commissions. Displays all tour plans and operational details in a single consolidated view.
Navigation : Tour & Travel → Tour Reservation → Tour
40.) Create Reservation from Tour
Allows users to create customer reservations directly from an active tour. Ensures all reservation details are linked with the selected tour information. Supports a smooth transition from tour planning to booking execution. Helps manage reservations efficiently within the tour workflow.
Navigation : Tour & Travel → Tour Reservation → Tour
41.) Tour Reservation Details
Displays complete reservation information linked to a selected tour. Shows customer contact details, travel dates, and people information. Allows adding bookings and related services such as accommodation, flights, and insurance. Provides a clear summary of booking charges, discounts, and total amount.
Navigation : Tour & Travel → Tour Reservation → Tour → Tour Reservation
42.) Create Inquiry from Tour
Allows users to create a customer inquiry directly from the tour record. Links the inquiry with the selected tour for better tracking and follow up. Helps manage pre booking communication before creating a reservation. Displays the number of related reservations for quick reference.
Navigation : Tour & Travel → Tour Reservation → Tour
43.) Create Tour Service
Used to add operational services linked to a tour or tour reservation. Captures service details such as route, date, staff assignment, and number of people. Allows assigning guides and drivers for service execution. Supports invoice creation and cost tracking for each service.
Navigation : Tour & Travel → Tour Reservation → Tour
44.) Tour Services List
Displays a list of all operational services created for tours. Allows users to view service details such as date, route, assigned guide, and driver. Provides quick access to different service categories including accommodation and transport. Supports efficient monitoring and management of tour operations.
Navigation : Tour & Travel → Tour Operation → Tour Services
45.) Tour Service Details
Displays detailed information for a specific tour service. Shows service name, linked tour and reservation, service date, route, and assigned staff. Allows management of passenger details, costs, and invoice-related information. Helps ensure accurate tracking of service delivery and billing.
Navigation : Tour & Travel → Tour Operation → Tour Services
46.) Draft Customer Invoice
Shows a draft invoice generated for a tour service. Displays customer details, invoice date, payment terms, and invoice lines. Allows adding or editing products, quantities, prices, and notes before posting. Supports confirmation and posting to finalize billing for the service.
Navigation : Tour & Travel → Tour Operation → Tour Services → Invoice
47.) Tour Service Invoice Overview
Displays completed cab service details linked to a tour reservation. Shows generated invoice number with real-time payment status tracking. Lists passengers, service route, staff assignment, and total service cost. Provides clear visibility of billing and payment information for the service.
Navigation : Tour & Travel → Tour Operation → Tour Services
48.) Tour Accommodation Management
Displays accommodation services linked to active tour operations. Shows check in and check out dates with room and guest counts. Provides total accommodation cost with invoice and payment status visibility. Enables easy tracking and management of hotel bookings per tour.
Navigation : Tour & Travel → Tour Operation → Accommodation
49.) Tour Accommodation Booking Details
Displays detailed hotel accommodation information linked to a specific tour. Shows room type, stay dates, pricing, and passenger allocation clearly. Includes passenger list with cost breakdown and accommodation summary. Allows invoice creation and activity tracking for accommodation bookings.
Navigation : Tour & Travel → Tour Operation → Accommodation
50.) Tour Accommodation Draft Invoice
Displays a draft customer invoice generated for a tour accommodation booking. Shows accommodation details, room type, quantity, pricing, and total amount. Allows review, confirmation, or cancellation before posting the invoice. Provides invoice activity tracking and communication options.
Navigation : Tour & Travel → Tour Operation → Accommodation → Invoice
51.) Tour Accommodation Invoice Status
Displays confirmed accommodation booking details with linked customer invoice. Shows room type, stay dates, pricing, passengers, and total accommodation cost. Highlights invoice reference number and current payment status. Enables tracking of booking history, messages, and payment progress.
Navigation : Tour & Travel → Tour Operation → Accommodation
52.) Tour Flights and Ferry Management
Lists all flight and ferry bookings linked to active tours. Displays route details, travel dates and times, passenger count, and total cost. Provides quick visibility of invoice reference and payment status. Supports efficient tracking and management of air and ferry services.
Navigation : Tour & Travel → Tour Operation → Flight & Ferry
53.) Tour Flight Booking Details
Displays detailed flight booking information for a selected tour. Shows route, travel date and time, passengers, and individual costs. Allows passenger management and cost calculation in one view. Supports invoice creation and accurate flight cost tracking.
Navigation : Tour & Travel → Tour Operation → Flight & Ferry
54.) Flight Booking Draft Invoice
Displays the draft customer invoice generated from a tour flight booking. Shows customer details, invoice date, due date, and billed flight service. Allows review and modification of invoice lines before confirmation. Supports controlled posting of accurate flight booking charges.
Navigation : Tour & Travel → Tour Operation → Flight & Ferry → Invoice
55.) Flight Booking Invoice and Payment Status
Displays the confirmed invoice linked to the tour flight booking record. Shows invoice reference number and current payment status for tracking. Provides visibility of passenger details, total passengers, and total cost. Ensures accurate financial status monitoring within the tour operation flow.
Navigation : Tour & Travel → Tour Operation → Flight & Ferry
56.) Visa and Passport Booking List
Displays all visa and passport service bookings created for tours. Shows service cost, tour dates, return dates, and linked tour details. Provides current status to track each booking lifecycle clearly. Supports centralized management of visa and passport services.
Navigation : Tour & Travel → Tour Operation → Visa & Passport
57.) Visa and Passport Booking Details
This view allows users to manage visa and passport bookings linked to a tour reservation. It displays customer details, document type selection, visa service information, tour dates, and booking references. Users can submit or cancel the booking, upload required documents such as ID cards and passports, and track the booking status from draft to completion. The layout helps ensure accurate document handling and smooth visa processing for travelers.
Navigation : Tour & Travel → Tour Operation → Visa & Passport
58.) Visa and Passport Booking Approval
This view is used to review and approve visa or passport booking requests. It shows complete customer information, selected document type, visa service details, tour schedule, and uploaded documents with expiry dates. Users can verify all details, confirm the booking for the next stage, or cancel if changes are required. This step ensures accuracy and compliance before final confirmation.
Navigation : Tour & Travel → Tour Operation → Visa & Passport
59.) Visa and Passport Booking Confirmation
This view displays a confirmed visa or passport booking with complete customer, visa service, and tour information. Users can review document details, service cost, travel dates, and uploaded documents. From this stage, an invoice can be created, the process can be completed, or the record can be closed. This step finalizes the booking before billing and completion.
Navigation : Tour & Travel → Tour Operation → Visa & Passport
60.) Draft Invoice for Visa and Passport Booking
This view shows a draft customer invoice generated from a visa or passport booking. It includes customer billing details, invoice date, payment terms, and invoice line items with service cost. Users can review pricing, confirm the invoice, or cancel it before posting. This step ensures accurate billing before the invoice is finalized and shared with the customer.
Navigation : Tour & Travel → Tour Operation → Visa & Passport → Invoice
61.) Confirmed Visa and Passport Booking with Invoice Status
This view displays a confirmed visa or passport booking linked to a generated customer invoice. It shows invoice reference details along with the current payment status for tracking outstanding payments. Users can verify booking, billing, and payment information in one place. This helps ensure clear financial follow-up and accurate booking management.
Navigation : Tour & Travel → Tour Operation → Visa & Passport
62.) Completed Visa and Passport Booking Process
This view shows the visa or passport booking marked as completed after all required steps are finalized. The booking status is moved to Done, indicating no further actions are pending. All customer, visa, tour, and invoice details remain available for reference. This ensures proper closure and record accuracy for the booking process.
Navigation : Tour & Travel → Tour Operation → Visa & Passport
63.) Agent Commission Listing
This view displays the Agent Commission module under the Tour Operation menu. It allows users to view, manage, and create agent commission records related to tours. Users can track commission entries by tour, date, currency, and current processing state. The New button enables the creation of a new agent commission record.
Navigation : Tour & Travel → Tour Operation →Agent Commission
64.) Agent Commission
This view displays the Agent Commission record with reference TAC/2026/0001. It shows agent details, booking information, and commission status. The record is currently in the In Progress state and allows users to manage commission calculations before invoicing.
Navigation : Tour & Travel → Tour Operation → Agent Commission
65.) Tour Insurance Booking
This page is used to manage insurance bookings associated with tour reservations. It shows insurance type, coverage period, cost, and current processing status. Users can review, update, and track insurance records linked to tours.
Navigation : Tour & Travel → Tour Operation → Tour Insurance Bookings
66.) Tour Insurance Booking Details
This page displays complete information for a tour insurance booking, including insurance type, insured persons, travel period, passenger breakdown, and total insurance cost. It allows users to review, manage, and confirm insurance records associated with tour reservations.
Navigation : Tour & Travel → Tour Operation → Tour Insurance Bookings
67.) Tour Insurance Booking Confirmation
This view displays a confirmed tour insurance booking with complete insurance, passenger, and cost details. Users can review insured persons, travel dates, and total insurance charges after confirmation. It also allows invoice creation for billing and tracks status updates through the activity panel, ensuring accurate financial processing and record management.
Navigation : Tour & Travel → Tour Operation → Tour Insurance Bookings
68.) Tour Insurance Draft Invoice
This view shows a draft customer invoice generated from a tour insurance booking. It includes customer details, invoice date, payment terms, and insurance line items with pricing. Users can review amounts, confirm the invoice for posting, or cancel before finalizing. Activity logs provide a clear history of invoice creation and status changes.
Navigation : Tour & Travel → Tour Operation → Tour Insurance Bookings → Invoice
69.) Tour Insurance Booking
This view displays a completed tour insurance booking with an associated customer invoice. It includes insurance details, insured persons, tour and reservation references, coverage dates, and total insurance cost. The invoice section shows the generated invoice number and current payment status. Users can access the invoice directly, review passenger-wise cost breakdowns, and track status updates through the activity log.
Navigation : Tour & Travel → Tour Operation → Tour Insurance Bookings
70.) Tour Management Service Invoice Status
This view presents detailed information for a tour record, including itinerary details, travel dates, duration, and tour plans. It shows transportation arrangements with origin and destination, travel class, distance, and duration. The service section lists added services such as cab arrangements, along with service date, quantity, guide and driver assignments, linked invoice reference, and current payment status. Users can manage reservations, initiate inquiries, send communications, and track progress through activity logs and status indicators.
Navigation : Tour & Travel → Tour Reservation → Tour
71.) Tour Management Accommodation Billing Overview
This view displays complete tour information including title, itinerary reference, travel dates, season, and duration. It outlines travel plans with departure and destination locations, transport type, class, distance, and duration. The accommodation section lists lodging details such as hotel name, room type, check-in and check-out dates, number of rooms, number of guests, total accommodation cost, linked invoice reference, and current payment status. Users can add or manage accommodation entries and track billing status directly from this view.
Navigation : Tour & Travel → Tour Reservation → Tour
72.) Flight Booking Details
This section manages flight bookings linked to a tour itinerary. It records airline details, travel route, and scheduled departure and arrival times. Passenger count and total flight cost are displayed for clear tracking. Invoice and payment status help monitor financial completion.
Navigation : Tour & Travel → Tour Reservation → Tour
73.) Ferry Booking Details
This section displays detailed ferry booking information associated with a tour reservation. It includes provider details, travel route, and scheduled departure and arrival times. Customer and tour references ensure accurate linkage with the main itinerary. Notes and invoice actions support operational and billing management.
Navigation : Tour & Travel → Tour Reservation → Tour
74.) Visa & Passport Details
This section manages visa and passport services linked to a tour reservation. It displays customer details, service costs, processing state, and related invoices. Users can track completion status and payment progress for each visa or passport request.
Navigation : Tour & Travel → Tour Reservation → Tour
75.) Insurance Details
This section manages travel insurance linked to a tour reservation. It shows insured person details, coverage period, insurance cost, current state, and related invoices. Users can track completion and payment status for each insurance entry.
Navigation : Tour & Travel → Tour Reservation → Tour
76.) Agent Commission
When a tour inquiry is created by an agent and later converted into a booking, the system automatically adds an agent commission entry to the tour. The agent information is carried over from the inquiry, and a corresponding record is created in the Agent Commission section with the state set to In Progress. Upon booking confirmation, the agent commission remains linked to the tour for further actions such as vendor bill generation and payment tracking. This automation ensures accuracy, reduces manual effort, and maintains a seamless workflow from inquiry creation to confirmed booking.
Navigation : Tour & Travel → Tour Reservation → Tour
77.) Create Tour Inquiry from Tour
This feature allows users to generate a tour inquiry directly from an existing tour record. By clicking the Create Inquiry action, the system creates an inquiry with all relevant tour details prefilled, such as itinerary, travel dates, and tour plans. This helps streamline the sales process by quickly initiating an inquiry for customers or agents without re-entering information, ensuring consistency and saving time before proceeding to booking confirmation.
Navigation : Tour & Travel → Tour Reservation → Tour
78.) Tour Inquiry Creation and Confirmation
This view shows the tour inquiry generated from the selected tour. Customer details, contact information, address, tour reference, preferred travel dates, and passenger count are automatically populated. Users can review, edit if required, and confirm the inquiry to continue the booking process. This helps ensure data accuracy and a smooth transition from inquiry to reservation.
Navigation : Tour & Travel → Tour Reservation → Tour → Tour Inquiry
79.) Tour Inquiry Listing
This section displays all tour inquiries created by customers or agents in a centralized list. It shows key details such as inquiry reference, customer contact, travel date, passenger count, estimated amount, and current status. Users can quickly review, search, and track inquiries before converting them into confirmed bookings. This helps streamline the pre booking and sales follow up process.
Navigation : Tour & Travel → Tour Reservation → Tour Inquiry
80.) Tour Inquiry Details
This section provides complete information for a selected tour inquiry, including customer contact details, address information, and inquiry reference. It captures travel preferences such as preferred dates, passenger count, destination choices, and budget range. Users can review all inquiry inputs, add notes, and verify destination preferences before proceeding. The inquiry status can be updated from draft to confirmed to move forward in the booking process.
Navigation : Tour & Travel → Tour Reservation → Tour Inquiry
81.) Tour Inquiry Confirmation and Booking Creation
This section allows users to proceed with a confirmed tour inquiry and initiate the booking process. Once the inquiry is reviewed and confirmed, users can create a booking directly using the available action. All customer details, travel preferences, and budget information are carried forward automatically. This helps convert inquiries into bookings quickly while maintaining data consistency.
Navigation : Tour & Travel → Tour Reservation → Tour Inquiry
82.) Tour Booking Listing
This section displays all tour bookings created from confirmed inquiries in a structured list. It highlights essential details such as customer name, booking date, linked tour reference, tour start date, total number of travelers, and current status. Users can quickly track booking progress and identify draft or confirmed bookings. This helps maintain clear visibility of all active and upcoming tour bookings.
Navigation : Tour & Travel → Tour Reservation →Tour Bookings
83.) Tour Booking Details and Confirmation
This section displays complete details of a tour booking created from a confirmed inquiry. It includes tour reference information, booking date, tour type, season, start date, and assigned agent details. Traveller information such as passenger count, individual charges, and total booking amount is clearly listed for verification. Users can confirm the booking to finalize it and move forward with billing and operational processing.
Navigation : Tour & Travel → Tour Reservation →Tour Bookings
84.) Agent Commission Access from Tour Booking
This section highlights access to agent commission management directly from a confirmed tour booking. It displays the booking reference, linked tour and inquiry details, and the assigned travel agent responsible for the booking. Users can navigate to the agent commission module to calculate and manage commissions based on confirmed bookings. This ensures accurate commission tracking aligned with finalized tour sales.
Navigation : Tour & Travel → Tour Operation →Agent Commission
85.) Agent Commission Generated from Confirmed Booking
When a tour booking is confirmed, the system automatically creates an agent commission record linked to that booking. The assigned agent, booking reference, booking amount, and commission percentage are carried forward to calculate the commission amount. Users can review the commission details and generate an agent bill directly from the commission record.
Navigation : Tour & Travel → Tour Operation →Agent Commission
86.) Agent Bill Created from Agent Commission
Once the agent commission is generated from a confirmed tour booking, users can create an agent bill directly from the commission record. The bill is automatically populated with the agent details, linked booking reference, and commission amount. This ensures accurate and streamlined accounting for agent commissions.
Navigation : Tour & Travel → Tour Operation →Agent Commission → Bill
87.) Agent Commission Invoiced Details
This view displays a finalized Agent Commission record that has progressed to the Invoiced stage. It shows complete agent information along with linked tour and booking details, including the generated vendor bill reference. The commission percentage and calculated commission amount are clearly presented for transparency. The payment status indicator helps users track whether the commission has been paid or is still outstanding, ensuring accurate financial control.
Navigation : Tour & Travel → Tour Operation →Agent Commission
88.) Tour Booking Details and Invoice Creation
This view displays the complete details of a confirmed tour booking created from a customer inquiry. It includes tour information, inquiry reference, customer contact details, assigned agent, and passenger breakdown with individual charges. Users can review the total booking amount and manage traveler information before proceeding. The Create Invoice action allows users to generate a customer invoice directly from the confirmed booking, ensuring a smooth transition from booking confirmation to billing.
Navigation : Tour & Travel → Tour Reservation →Tour Bookings
89.) Tour Booking Draft Customer Invoice
This view shows the draft customer invoice generated directly from a confirmed tour booking. It includes customer billing details, invoice date, and defined payment terms for clear financial reference. The invoice line automatically captures the linked tour booking with quantity, price, and total amount calculated accurately. Users can review, modify if needed, and confirm the invoice to post it for official billing.
Navigation : Tour & Travel → Tour Reservation →Tour Bookings → Invoice
90.) Send Booking Invoice Email to Customer
This view highlights the Send Mail action available on a confirmed tour booking with a linked draft invoice. Users can initiate email communication directly from the booking record to share invoice or booking details with the customer. The activity panel records invoice creation and payment status for transparency. This feature ensures timely communication, improves payment follow-up, and maintains a complete interaction history within the booking workflow.
Navigation : Tour & Travel → Tour Reservation →Tour Bookings
91.) Compose and Send Tour Booking Email
This view displays the Compose Email window opened from a confirmed tour booking. The system automatically fills in the recipient, subject, and email body with booking details such as booking number, tour reference, tour date, and total amount. The booking confirmation PDF is attached by default, allowing users to send complete booking information to the customer quickly and accurately. Users can review, edit the message if needed, and send the email directly from the booking record.
Navigation : Tour & Travel → Tour Reservation →Tour Bookings
92.) Sent Tour Booking Email
This view shows a successfully sent booking email recorded in the activity panel of the tour booking. The email includes booking details such as booking number, tour reference, tour date, and total amount, along with the attached booking confirmation PDF. The activity log provides a complete communication trail, allowing users to verify that the booking information was sent to the customer and maintain transparency in customer interactions.
Navigation : Tour & Travel → Tour Reservation →Tour Bookings
93.) Tour Reservations
This view highlights the Tour Reservations menu accessed from the Tour Reservation module. From this list view, users can see all tour reservation records with key details such as reservation number, customer contact, selected tour, reservation date, travel date, number of travelers, and current status. This centralized list helps users efficiently manage, track, and review reservations throughout the booking lifecycle.
Navigation : Tour & Travel → Tour Reservation →Tour Reservations
94.) Tour Reservation Linked to Tour Booking
This view shows a tour reservation record with its associated tour booking displayed in the Tour Bookings tab. It provides complete reservation details, including tour, itinerary, travel dates, contact information, and traveler counts. The linked booking line displays booking charges, discounts, and total amount, allowing users to easily trace the reservation-to-booking relationship and monitor booking status from within the reservation workflow.
Navigation : Tour & Travel → Tour Reservation →Tour Reservations
95.) Confirmed Tour Reservation with Timesheet Access
This view shows a tour reservation that has been moved from Draft to Confirmed status. Once confirmed, additional operational options become available, including access to the Timesheet tab. Users can proceed with operational planning such as assigning drivers, guides, services, accommodations, and transport details. The activity panel records the status change, ensuring clear tracking of the reservation lifecycle from creation to confirmation.
Navigation : Tour & Travel → Tour Reservation →Tour Reservations
96.) Create Timesheet
This allows you to create a timesheet for a confirmed tour reservation. You can assign drivers and guides, select services such as transport, accommodation, and flights or ferries, and add notes for operational use. The timesheet helps manage daily tour activities and resource planning for the selected travel date.
Navigation : Tour & Travel → Tour Reservation →Tour Reservations
97.) Send Mail
This allows you to send an email directly from a confirmed tour reservation. The email can be sent to the customer with relevant reservation details and attached documents, such as booking or operational information. It helps keep customers informed about their tour details and confirmations. All sent emails are automatically recorded in the activity log for reference.
Navigation : Tour & Travel → Tour Reservation →Tour Reservations
98.) Compose Email
This allows you to compose and send an email related to a tour reservation. The email is automatically populated with reservation details such as reservation number, tour, travel dates, total people, and total amount. A reservation document is attached by default, which can be reviewed or removed before sending. This helps ensure clear and professional communication with customers directly from the reservation.
Navigation : Tour & Travel → Tour Reservation →Tour Reservations
99.) Print Reservation
This allows you to generate a printable version of the tour reservation. The printed document includes key details such as tour information, travel dates, customer details, people count, and total amount. It is useful for sharing physical copies with customers or for internal record-keeping. The print action does not affect the reservation status or data.
Navigation : Tour & Travel → Tour Reservation →Tour Reservations
100.) Reservation Print Preview
This presents a printable summary of the tour reservation with complete operational and financial details. It includes reservation and customer information, bookings, services, accommodation, flight, ferry, visa, and insurance details along with invoice and payment status. The document is formatted for clear readability and is suitable for printing or sharing as an official reservation record. It provides a consolidated overview without allowing edits.
101.) Tour Document Print & Email
This view allows users to generate and share official tour documents directly from the tour record. Users can print tour details or send emails with attached documents such as the tour itinerary and tour summary to the customer. All communications are logged in the activity panel for tracking and reference. The feature ensures smooth coordination and professional document sharing during tour operations.
Navigation : Tour & Travel → Tour Reservation →Tour
102.) Tour Details Print
This document provides a complete printable summary of a tour, including tour information, travel plan, services, accommodation, flights, ferry, visa, and insurance details. It consolidates all operational and financial information in a structured format for easy sharing with customers or internal teams. Payment and invoice statuses are clearly displayed for quick reference. The layout is optimized for professional printing and documentation.
103.) Tour Itinerary Print
This page allows you to generate and print a detailed tour itinerary for a confirmed tour. It includes customer contact information, address details, tour configuration, travel dates, room and seat requirements, and payment terms. The printed itinerary is formatted for professional sharing with customers and internal teams, ensuring all essential travel and planning details are clearly presented. It also supports emailing the itinerary directly with an attached PDF.
Navigation : Tour & Travel → Tour Reservation →Tour Itinerary
104.) Tour Itinerary
This document provides a complete overview of the tour itinerary prepared for the customer. It includes tour dates, season, tour type, traveler details, number of days and nights, room and passenger count, and a detailed day-wise tour program with meals. Payment terms and due date are also clearly mentioned. The itinerary is formatted for printing or sharing as an official travel document.
105.) Tour Booking Print
This option allows you to generate and print the tour booking confirmation document. The printed booking includes tour details, reservation and inquiry references, customer and contact information, travel date, people details, agent information, and total charges. It serves as an official booking confirmation that can be shared with customers or used for internal documentation without changing the booking status.
Navigation : Tour & Travel → Tour Reservation →Tour Bookings
106.) Tour Booking
This document represents the official tour booking confirmation generated after a reservation is confirmed. It includes booking reference details, customer contact information, tour information, travel start date, payment terms, number of travelers, and individual traveler charges. An amount summary clearly outlines booking charges, discounts, and the total payable amount. This document is suitable for printing or sharing with customers as proof of booking.
107.) Invoices
Displays the complete list of customer invoices generated in the system. Users can view invoice numbers, customers, invoice and due dates, tax-excluded amounts, total amounts, and current payment status such as Posted or Paid. It allows quick tracking of outstanding and completed invoices and supports actions like creating new invoices or uploading existing ones. Filters and search options help users quickly locate specific records.
Navigation : Tour & Travel → Accountingn →Invoice
108.) Bills
This view displays the list of vendor bills recorded in the accounting module. It provides an overview of bill numbers, vendors, bill and due dates, references, tax-excluded amounts, total values, and current status such as Posted. Users can create new bills, upload bill documents, and track payable amounts to manage vendor expenses and liabilities effectively.
Navigation : Tour & Travel → Accountingn → Bill
109.) Transfers & Excursions
Displays all transfer and excursion-related charges linked to tours and tour reservations. It provides visibility into transport or excursion services such as cabs, guides, and drivers, along with associated charges and currencies. This helps track operational costs tied to specific tours for accurate accounting and reconciliation.
Navigation : Tour & Travel → Accountingn → Transfers & Excursions
110.) Transfer / Excursion Details
This view shows the complete details of a specific transfer or excursion linked to a tour reservation. It includes the associated tour and reservation reference, service type, charge amount, currency, and assigned personnel such as tour consultant, guide, and driver. From here, users can directly create an invoice for the selected transfer or excursion, ensuring accurate billing and seamless integration with the accounting workflow.
Navigation : Tour & Travel → Accountingn → Transfers & Excursions
111.) Transfer / Excursion Draft Invoice
Displays the draft customer invoice generated from a transfer or excursion linked to a tour reservation. It shows customer details, invoice date, payment terms, and invoice lines with product, quantity, price, and total amount. From here, users can review the invoice, make edits if needed, and confirm it to post the invoice for accounting and payment tracking.
Navigation : Tour & Travel → Accountingn → Transfers & Excursions → Invoice
112.) Transfer / Excursion Invoice Status
This view shows the transfer or excursion record after an invoice has been generated. It displays the linked invoice number along with the current payment status for quick reference. Users can easily track whether the invoice is paid or pending while reviewing service, charge, and tour-related details. This helps ensure clear financial follow-up for each transfer or excursion entry.
Navigation : Tour & Travel → Accountingn → Transfers & Excursions
113.) Mitchell Admin Tour Manager Access Rights
The user Mitchell Admin is assigned the Tour: Manager role. This role provides access equivalent to the Tour: Administrator role for all operational activities, including creating, viewing, editing, and managing tour-related records. The only restriction is that the Manager role does not have delete permissions. All other operations can be performed as an Administrator, ensuring full control while preventing accidental data deletion.
Navigation : Settings → Users & Companies → Users
114.) Tour & Travel Module Manager View Equivalent to Admin
The Mitchell Admin user, configured with the Tour: Manager role, has access to the Tour & Travel module with a view and functionality similar to an Administrator. The Manager can access all main menus including Tour Reservation, Tour Operation, Accounting, Contacts, and Configuration. Configuration menus such as Place, Transport Type, Travel Class, Payment Terms, Tour Seasons, Room Type, Meal, and related master data are fully accessible. The only functional limitation compared to Admin is the absence of delete permissions, while all other create, read, update, and operational actions are allowed.
115.) Tour & Travel User Access Rights
The User role in the Tour & Travel module is intended for operational and inquiry-based activities with restricted system control. Users assigned this role can view tours, reservations, and itineraries but are not permitted to create, edit, or delete tour or reservation master records. Their access is focused on day-to-day booking operations, allowing them to create inquiries and bookings and to manage related services such as transfers and excursions, flights, ferries, visas, passports, insurance, and agent commissions for existing bookings. Users can view invoices and bills and are authorized to send emails related to bookings, reservations, tours, and itineraries for communication and coordination purposes. Configuration, administrative settings, and manager-level functions remain inaccessible, ensuring data integrity while enabling users to efficiently perform operational tasks within the system.
Navigation : Settings → Users & Companies → Users
116.) Tour & Travel User Access
This access level is designed for users who handle daily tour and travel operations without administrative control. Users can view tour itineraries, reservations, and related operational records while working on bookings and service execution. They are allowed to manage operational components such as tour services, accommodation, flights and ferries, visa and passport processing, agent commission, transfers/excursions, and tour insurance for existing records. Users can view invoices and bills, send emails related to tours, itineraries, reservations, and bookings, and support communication workflows. Creation, editing, or deletion of master configurations and administrative data is restricted to ensure system security and data integrity.
117.) Tour & Travel Agent Access Rights
The Agent role is designed for users who support sales and booking activities with limited operational control. An agent can view (read-only) tours, itineraries, and reservations without the ability to edit or delete them. Agents are allowed to create inquiries, convert inquiries into bookings, and confirm bookings as part of the sales workflow. Once a booking is confirmed, the agent can generate invoices related to their bookings for billing purposes. Administrative actions, system configuration, record deletion, and advanced management operations remain restricted, ensuring agents focus strictly on inquiry handling, booking confirmation, and invoice creation.
118.) Tour & Travel Agent Access
The Agent user has controlled access to the Tour & Travel module focused on reservation and booking activities. Agents can view (read-only) Tour Itineraries and Tours to understand available packages and schedules. They are permitted to create Tour Inquiries, convert inquiries into Tour Bookings, and proceed with Tour Reservations. Agents can confirm bookings and generate invoices related to their confirmed reservations. Editing, deleting, or managing master data and system configurations is restricted, ensuring agents operate strictly within the sales and booking workflow.
119.) Tour & Travel Agent Booking and Inquiry Management
The Agent role in the Tour & Travel module is designed to handle customer-facing booking activities without access to administrative controls. Agents can create and manage Tour Inquiries, convert approved inquiries into Tour Bookings, and proceed with confirmations. They can view booking details, customer information, tour schedules, and booking statuses to support day-to-day operations. Agents are restricted from modifying tour master data or system settings, ensuring their responsibilities remain focused on inquiries, bookings, and confirmations only.
User Guide
