the supplier user manual
Contents
1. 5 2 Process Balances Owing As An Operator isses seme me eme meses nnns 5 3 Process Balances Owing As A Customer see nemen mese nnn nnns 6 Edits amp Additions 6 1 Edit Company Profile sssseeesssesssesseesseenn nn HH RII HI In ne ss ss an see nnn sa sn n nnn 6 2 Edit Overall Trip Details sssssssssssssssssssssssssn III III III e Im nr hh hr nnn rne ns 6 3 Edit Individual or Multiple Trip Dates HI I mnm mnn 64 Ee EI e EE 6 0 Edit Customer AI ee ee Ee A 6 6 Cumrency cece cece eee eeeeeeeeeenes 6 7 Program Custom Commission Rates cccc ccc cece eee eee ee ene e eee eee e mese me nennen nnns 7 Transfers Cancellations amp Refunds PA VASO EE 7 2 Cancellations amp Heiunde sss IR mener hene rene rese nre esee renes as O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 1 47 SECTION 1 REGISTRATION 1 1 Open Website Open the site http www adventureengine com trip search php and register from the top toolbar Join Now Gs Register here A adventure SUCRE search compare and buy 1 2 Registration Type Choose to register as a supplier operator I want to shop for trips Register here as a Customer Register here as a Supplier or Operator I want ta sell my awn trips Register here as a Supplier or Operator I want to advertise and or sell the trips of operators Register2. P Online Reservation amp Distribution Systems for Adventure Travel HOME CONTACTUS WHY CHOOSE US 1 800 993 6643 LOGIN 2 2 Login Page Choose to log in as Operators Suppliers enter your username and password then click lt Submit gt Existing Users User Type Operators Suppliers v Username Forgot Password New Users Click here to register with us Why Should I register Note The Username and Registering is quick and easy and allows you to by re your contact information filled out for you automatically P assworn d fi el d S are case when placing orders S sensitive when logging in At AdventureEngine we respect your privacy We will not give sell or rent your information to anyone as explained in our Privacy Policy O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 5 47 SECTION 3 ADD A TRIP Note You will automatically be directed past the trip summary page to the create a trip page the first time you login 3 1 Getting Started You will need to prepare the following information in order to create your trip Trip name Description otart and end times Duration of trips and all dates i e every Wednesday from May 25 September 14 Detailed trip itinerary Pricing and pricing categories i e student prices senior prices etc Number of seats available if some se
3. Artistic Adventures Country City OR Contact Adventure Engine to have you city added Specialty Base Rate CDN rr Collect GST mx2 O se mxs O e Hat Fee Per Person coN Cut Off __ Day s E Duration Min Stay __ Day s GIS Coordinates 1 If deposit paid how many days o 4 before trip date is balance due Do you want to hide this trip from appearing in your shopping portals and the AE search engine Unload Photo Should be JPEG jog or GIF gif ormat Ne larger than 320 pixels wide x 240 pixels height _ Browse Photos should maintain the 4 3 ratio Photo names may only contain a z A Z and 0 9 nat ii es 8 or spaces Next Region completed all the fields click Next Recommended for new users once you have If you are comfortable with the trip loading process choose fast add This allows you to Enter a brief trip description here Note the difficultly level here Select up to three levels by holding down the ctrl key Like Google enter keywords that people would use to find your trip in a search Type as many as you can think of and put a comma after each word Choose the main activity and three secondary activities by holding the ctrl key that are associated with the trip Choose the country region and city from where your trip departs If your trip is aimed at a particular demographic or special interest group
4. IT loverride this value If payment was received and processed by you click one of the following options lc redit card C Paypal or other online pymt Cash Other C rd party agent booking TC cr la here if you wish to use our online merchant account to process payment E Enter any manual price changes here in the Discount and Premium fields You can also enter a coupon code Choose Full payment or Deposit from the menu The deposit will automatically be calculated but you can manually override it as well Choose the form of payment here if you have accepted and processed payment in your office Notes 2 Click here if you want to process payment using the Adventure Engine online merchant account Enter any extra information or notes here CLR Trip Name test trip Start Date and Time 2005 12 25 at 09 00 am These are questions entered by your specific tour operator Please complete these questions to the best of your ability adult 1 First Name 1 City SSES Complete the customer contact D and custom questions These N i e UH are the questions you additional client name 1 programmed earlier You can additional dient email Deeg also come back later to complete allergies OO this form food preference CF O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 25 47 5 2 Process Balances Owing As An Operator
5. Click the Balance Owing link from menu Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip6364 Test trip apr 16 Click to see trip occurences Balance Owing Click the Order Number to get Payee Details Order Transaction Trip Date of Customer Balance Due Number Date Name Journey Name Owing Date S 75 92 2008 05 05 Testtrip 2008 NN CDN 23071 01 30 10 apr 16 pz4 e Babe Seer eee to Pay Click here to pay the remaining balance owing Click on the Order number to see the payee details O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 26 47 Order Number 1119B Balance Due 215 34 CDN 9 Check cash other ERES O visa Mastercard Select Ms at lath plea or click this box if you Process as online payment wish to use the Adventure Notes Engine online merchant account Add any additional notes then click Additional nates will be appended to orginal order D Continue Thank You A confirmation The payment of 215 34 CDM on order 1119B has been successfully received notice will appear Order Customer Wo of Total Total Total Payment cc AE Number maymant Mame Seats sales Taxes Amount Tap Type charges Fee febi8can 1117 Deposit Offline 19 45 3 31 22 76 trip1105 check febl can Mast
6. Group Size PoE Description Amaunt O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 30 47 Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip6s64 Test trip apr 16 Seats Seats Price Hot E In m X Trip Dates Seats Min Max Booked Available CDN Seat Edit Itinerary Note Rows with light blue background have seats booked These cannot be deleted nor can dd Dates their price s be changed Add a Client Form Seats Available marked with a have been adjusted to reflect limited inventory Add Contact availability Click lt Add Questions Delete Entire Trip d n erm m E m ZS Jug Em Dates Edt Min Depot p 2 Mev 2008t021 ae 1o o 10 iW gap esee Additional Trip Information A aen nas to 2B dd i 10 D 10 1500 Add geram C E twt ap i 10 a 10 1500 Add Hd Update Price I Change Date J Change Seats Add Dates Step 4 of 6 How often does your trip occur For multi day trips the date entered is the date of the first day of the trip Choose the dates you want to add once oe 2d Recur for week s starting 4 Ki Weekly Ee C Sunday C Monday C Tuesday C Wednesday L Thursday F Friday d Saturday Create trip dates bw entering the date and clicking the add button pe Cl Random Continue with start time and
7. Remove one or more participants lump Remove Extraz Jump Edit Notez Jump Kristi testing april 16 sup1974 If all participants are canceling click ee E TE Cancel Order Enter the refund Phone 111 222 3333 amount above if a refund is being provided Order Statement Order Number 33071 Ace Bars Order Details 4 seats on Test tip apr 16 triga3e Trip Dates 2d Aor ZDOB to 24 Apr 2008 O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 40 47 O Operator Help amp User Manual Ox Ber person rate 1 500 0D CDN x 3 mil 2x Children under SIS SO DOC Dm x 3 s 1x Extra 1 amp 10 00 CDN ix Extra AS 15 DD CDN CDN 2485 92 TAX CDs 0 58 TOTAL CONS 2486 50 CDN 75 92 Order History Transaction Date Description Amount Balance 15 Apr 2008 Purchase credit eed BM 2411 50 11 15pm 2 Seats on Test trip apr 16 trip5364 2a DN 15 Apr 2008 l no Payment 2411 50 CDN 0 00 C DN Participant Information Back to top Removing partkcipancs will decreases the number of seats mzzoclsted with the order These seats will then becom svallabl for sa again First Name am Last Name Baw O O o Address Line 1 o Address Line 2 NENNEN City o State Province id Country So Zip Postal Code Telephone C Email Sex E M Ke Se Allergies es Do you have allergies What is your favourite colour Removing Extras Back to top Removing extras wl decrease the number of es
8. Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip6364 Test trip apr L Seats Gaats Price Hot a V X e ate e Mi Y i E IUE LE Tp Unen seats Min Max Booked Available CDN Seat Edit Itinerary Note Rows with light blue background have seats booked These cannot be deleted nor can Click here Add Dates their price s be changed Add a Client Form Seats Available marked with a have been adjusted to reflect limited inventory to add a Add Contact availability 1 Questions 12 May 2008 to 14 Process client form Delete Entire Trip DW May 2008 i 1 10 0 10 1500 Add cain Add Seats to All Edit Min Deposit CT SES to Z1 An 1 10 O 10 1500 Add Speg Additional Trip Y cm n se Information 26 May 2008 to 28 l T Process L F ee 10 1 10 O 10 1500 Add s O2 Jun 2008 to 04 Process F Jun 2008 10 1 10 10 1500 Add meum m Update Price ell EEN J Change Seats Custom Select and Input Questions Type the question here Question 2 Mandatory LI Sort n Question Type Select options should be one per line Tex Input should have values set Max 50 chars per fine Click here to make answering this question mandatory at check out to sort the order your questions appear and choose if you would like the customer to type an answer text input or pick from a Remove from This trip L1 All trips L list of op
9. aisi e see section 5 4 Date Format NOTE Your email confirmations reports and receipts will all appear in the currency of your choice 6 7 Set Custom Commission Rates You can assign custom commission rates for up to ten different distributors If no custom rates are programmed the system will default to the assigned rate you programmed when registering O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 36 47 My Account From the trip summary page place your cursor over the My Trips di My Account link and choose My Coupons Trip Summary Account Details My Preferences My Resellers Add new trip Edit Company Profile Receipt Report Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip1106 febiscan Click ta see trip occurences As a supplier make sure you set your own portal to 096 commission Edit Reseller Perce Please note resellers whose commission is not assigned here will recel commission of 10 set in your account details Company Mane Assigned Commission co name 10 00 Delete Select One ae 1 Det nn Int feb24camm Delete Jasons Adventures Kelly s Trips Delete Delete Delete Delete Delete Delete Delete lt My Resellers gt Select the reseller for whom you M 1 L WI wish to set a custom rate Type the custom commission a
10. choose it here Enter the base cost of the trip here Enter taxes and any flat fee as they apply in your region Enter the cut off or how many days before the trip you stop online sales Enter the duration of one trip Use only numeric values Enter the number of days prior to the trip that the balance is due Use the Browse button to load photos as per specifications in red save one page at a time O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 7 47 3 4 Add Prices step 2 of 6 You are now on the Add Prices page where you are asked to define your price categories You can also add group discounts extras and return trip pricing on this page You can customize the E Edit Prices Base Pricin I Will only affects occurr name of your base price Here you can see your base price as it was entered in the Edit Trip page Age Discount Description Discount H Base Price des Enter a description of your pricing TEC MURS levels and the dollar amount of the discount This is the dollar amount Lo 5 J U that will be taken off of the base price fs In this example at checkout the adult rate will TT show as 150 and the kids rate will show as 125 25 off the adult rate Group Discount Group f n Amount Size You can create group discounts by selecting the type of discount from the III menu discount per
11. 2008 to 14 M D m Process Delete Ente Tin F May 2008 10 1 10 0 10 1500 Add pem eats to MEER Leid Edit Min Deposit L9 May 2008 to 717 ip 1 1 o 10 1500 Add Preces Additional Tri pom a sale Information 26 May 2008 to 28 odi Process RER N I 10 1i 10 0 10 1500 Add pem 02 Jun 2008 to 04 i Process E Jun 2008 T iue feu a sale i0 o 10 Add Update Price 3 Change Date J Change Seats Click lt Add Contact Questions gt to program key contact info you want to get from your customers Contact information required for test trip Please check the box beside any of the following contact info you would like customers and additional partipants ta enter when purchasing this trip This form will be presented to the customer when checking out First Name Last Mame Address Line 1 Click any OF all of the boxes and your customer will be prompted at checkout to answer on behalf of all participants they are booking for Address Line 2 City State Province zip Postal Code Country Telephone Email Sex Age LX C E E E 9 E E EI EPI PELLE a Allergies Uu t m O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 15 47 4 3 Custom Reports The report feature allows you to create customized accounting trip or customer information to your liking All reports include both online and offline sales Trip Summary Click Operator Reports from the
12. Information First Name Last Name Sex m m E Participant Questions Note Selecting Custom Questions as a report option is only recommanded when choosing 1 trip If you have different questions for each and you select multiple trips the report may have a large number of columns T Do you have allergies I what is your favourite colour NOTE Total Sale Amount for agent sales Sr represents the net rate amount that agents purchased from you not your Note Using the name of an existing report will cause the old report to be overwritten own re tail amoun This IS the amount c you should invoice your agents O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 46 47 LINKS The demo website is available to browse the Adventure Engine database http demo adventuengine com lf you would like to try the system as a supplier reseller portal or a customer please use the login instructions below Login demo Password demodemo Type choose the login type you want to try Visit our Video Demo How To area for brief demonstrations of various content in this manual http www adventureengine com movies php O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 47 47
13. deposit rather than full payment when customers book your trip online The database will inform them at checkout to check supplier terms and conditions for balance payment It is your responsibility to remind your clients at this time to pay their balances Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action tripa364 Test trip apr L Seats Seats Price Hot Edit Tri X Trip Dates Seats Min Max Tied i gt yan E p Booked Available CDN Seat Edit Itinerary Note Rovs with light blue background have seats booked These cannot be deleted nor can Add Dates their price s be changed Add a Client Form Seats Available marked with a have been adjusted to reflect limited inventory Add Contact availability Questions 12 May 2008 to 14 Process Delete Entire De E Lo 10 1 10 0 10 1500 Add eats to D E ki Edit Min Deposit E are Tosi ig du d 10 1500 Add aper Click Edit Additional Trip m dice SEI Information ones to 28 10 1 10 o io 1500 Add Min Deposit J 2008 to 04 P s F 10 1 10 10 1500 Add arin ay Jun 2008 0 0 Add Update Price 3 Change Date J Change Seats Click here to select if you accept a deposit amount or flat dollar amount Trip Deposits tripli22 test trip Type Amount Percentage Dollar Clearing this field ar setting the field to 100
14. number of seats NOTE When you change the price with the menu to the left it will ONLY be reflected in NEW dates added after that change If you want to change price of an existing date click the square to the left of the date s and use the Change Price button in the bottom menu O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 31 47 6 5 Edit Customer Answers Customer answers and contact information can be updated or edited by using the Find Order feature Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID trip6364 Trip Name Test trip apr 16 General Information Order Nurnber of Participants Trin febis8can dl Payee Information First Narne Last Mate Horne Phone Mork Phone Participant Information Last Name First Mane Telephone Qe rch Now Find Order Results Return ta Search Email Start Date Displaying 1 to 1 of 1 orders 7006 03 04 Line OrderNumber Payee Name 1 1117 offline Page 1 Action Seats Booked Order Price Balance Trip Id P Click to see trip occurences Click lt Find Order gt Start Date Enter the search 3B parameters Emal o Cellular Emai Click lt Edit gt in the search results 227 07 Otipiios wiew EU O Operator Help amp User Manual 1 800 993 6648 clientcare a
15. order with a return leg to the trip 2 results will appear 1 line per trip leg O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 22 47 4 8 Add Extra Trip Information The Additional Trip Information function allows you to add maps trip dossiers welcome packages and other information to your itinerary page and attached to the receipt emailed to your customers Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action tripa364 Test trip apr L Seats Geats Price Hot Edit Tri X Trip Dates Seats Min Max Sp E E p Booked Available CDN Seat Edit Itinerary Note Rows with light blue background have seats booked These cannot be deleted nor can Add Dates their price s be changed Add a Client Form Seats Available marked with a have been adjusted to reflect limited inventory Add Contact availability Questions 12 May 2008 to 14 e sis Process Delete Entire Tin F May 2008 10 1 10 0 10 1500 Add See eats to ZER SES Edit Min Deposit CT p ei to 21 16 1 10 np 10 1500 Add Additional Trip one aS Information C 26 May 2008 to 26 io i io o io 1500 Add SES Click v May 2008 a sale e A a eT ap 1 10 O 10 1500 Add eee Additional Trip m Information Additional Information This area is far entering additional trip information and links to your site
16. re at the login info page where you are asked to choose a user name password security question and answer Choose a user name you Will remember Create Login Info Password Of 8 14 characters re enter Password f This security question security Question EENS d and answer will allow Answer J you to retrieve a forgotten password at F I have read and agree to terms and conditions 4 later time Choose a password System may not function on Firefox Netscape or Safari browsers Javascript must be enabled Read the terms and Te conditions carefully before checking the FAQ User Agreements Privacy Policy About Us Pricing How it Works box O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 3 47 1 5 Company Information Page Now youre at the company information page where you are asked to enter your company contact information company profile and set commission rates Registration Company Information indicates required information You can come back ta change your information at any time E Company Name OO O E This is your company contact ENT information that the consumer Mailing Address 1 will see Stree Adaress IS if afferent from above Enter your website in city Town 0 http www format Prow State Country Zip Postal Code O O o GIS coordinates will help Phone Number T O E consumers find your location Toil Free T with map f
17. seat or discount EE EE per group the dollar amount of the e discount and the minimum size of the group to be eligible for the discount Extra Charges Select an Extra to edit or add You can also create optional Enter the details of the new extra in the fields below and then click save this extra extras by selecting Add New Sort order of Extra 99 top 0 bottem Extra gt from the menu Here Description of Extra EE you can choose to list the Additional info about Extra LDLo ef extras in a particular order ER 5 7 describe the extra give Units Available leave blank for unlimited additional information and Collect cer CI H B define how many of this extra ax 2 2 IC Tax 3 7 III le are available Save This Extra If this trip has an optional Return Return Trip Trip choose the return portion of Select a trip to use for the return trip optian th e trip from the menu You can m gho then enter a dollar discount applied if the customer purchases Cancel Save Ga GNIS both trips together If your account has the inventory module enabled the return trip option will not appear O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 8 47 3 5 Add Itinerary step 3 of 6 You are now on the Add Itinerary page where you can add an outline of the itinerary for each day of this trip You can also add gear required and additional photos here Trip Itinerary tfeb
18. that will be displayed to customers during the checkout process Click here to add extra Heading Content Link Email i information Add Additional Information Information Add Additional Information far test triprtrip1018 Heading SSS Assign your information Content a name enter necessary content or instructions and provide the URL link Extermallink Your information will Optional automatically appear on the Please ensure you links are correct xa AdventureEngine does not validate york is working Itinerary page Click here to HEBDO T E also attached it to the email receipt NOTE Your extra information will not be attached or stored on the Adventure Engine database Instead the customer will be provided with a link to the necessary information on your website O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 23 47 SECTION 5 PROCESSING SALES 5 1 Processing An Offline Sale This section shows you how to process a sale made from your office in your trip summary page Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip6364 Test trip apr 16 Edit Trip X Trip Dates Seats Min Max ZE seats Price Hot Edit Price Booked Available CDN Seat Edit Itinerary Note Rows with light blue background have seats booked These cannot be d
19. to the coupon page place your cursor over the My Account link and choose My Coupons from the menu Coupons e Add Coupon Click coupon row to edit Ooupon Code Discount Description Expiry Date Issued Redeemed 1Q1Fl1Vv01 Testing coupon 2008 04 30 ei z From the coupon summary page click the Add Coupon link Coupons e i Enter coupon information Choose the trip the Which trips can this coupon be applied trip6264 Test trip apr 16 coupon applies to against trip6365 Return test trip You can select trip6366 Log Cabin Accommodatio Select All multiple trips by holding the ctrl key Coupon Type Coupon Amount based on type Allow coupon to be used on Hot Seat Purchases 5s f Expiry Date oose the coupon type amount and Limit the number of coupons available other defining Multiple uses allowed in same checkout features Coupon Notes internal use only NOTE To edit a coupon you previously made click on the row of the coupon you wish to edit in the Coupon Summary page O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 20 47 4 7 Upload Your Terms and Conditions Trip Summary Click here to load your terms and conditions covering deposit and cancellation policies etc Add new trip Edit Company Profile Receipt Report Edit Terms and Waivers Balances Owing Find Order Trip IQ Trip Name Action tripinae3 can
20. 95 will mean that deposits are not accepted on this trip Setting this field to 0 will mean that no deposit is required This is WOT recommended Enter the deposit or amount you require Leave the field as 100 or clear if you do not accept deposits Setting 4 Dollar amount higher than the cost of the trip is not recommended If you are selecting Dollar amount this will be the deposit required for EACH participant on the trip Coupons and Hotseats will not affect this type of deposit required NOTE Do not type lt 0 gt as that will allow someone to book your trip without paying any deposit O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 18 47 4 5 Create Hot Seats Hot seats allow you to sell off last minute empty seats at a percent discount so every trip your trip leaves full Customers can search the database by hot seats or choose to receive a regular update on discounted trips You create hot seats from the trip summary page l Click lt Add gt in the hot seat column beside the trip date you wish to create hot seats for Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip 364 Test trip apr 16 Seats Seats Price Hot Edit Trip X Trip Dates Seats Min Max gig See Tp m p Booked Available CDN Sea Edit Itinerary Note Rows with light blue b
21. Reports Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip6364 Test trip apr 16 Click to see trip occurences Choose one trip all trips or multiple trips using Ctrl key Trip ID trip6364 Test trip apr 16 trip6365 Return test tri trip amp 366 Log Cabin Pus ENTM Agent ID All Agents v Choose all or one agent Order By Order Transaction Date W From Order Date mil XClear Field ALL To Order Date al XClear Field From Seat Date Fa xciesr Field Choose a date range by order date Si XClear Field Note If you leave the to date blank the report will default to today s date Select All General amp Accounting Information or by trip date To Seat Date Dist Name I Order Date IT lpi S order Number Tho M j gency D D D D M mess I cent Name Choose specific items that you wish Sale LL T Ce 3 eeu to see in your report IP rotat T Net Rate agent owing m mount Received BR Palance Gene A P Coupons Used A ustomer Information Customer Name Kb Email ddress Phone 1 Phone 2 KR rip Information 4 Trip Name rien Deb a Age Discounts rip Date I Customer Notes 4 4 Trip Duration r Extras Seats Sold q D articipant Contact
22. ach and you select multiple trips the report may have a large number of columns I Do you have allergies what is your favourite colour x Delete L Note Using the name of an existing report will cause tae gie feport to be overwritten Click the trips you wish to create a report for You can choose multiple trips by holding the ctrl key Choose the criteria of your report including the dates you wish to see according to the date of the trip or the date the booking took place Choose the columns you wish to see gency i gent Name A in the report or click Select All to gent Discount see everything Click Submit to process the report You can also use the Save field to save the report template for later O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 16 47 The report will appear in a new window You can then click the Download csv gt button to have the report appear in excel format Pavment Order Customer Y Order Date Type Number Name 16 Apr 2008 1 Full 7 01pm C1088 George Yung 2 Full 16 Apr 2008 93070 Howard Johnson 11 14pm 3 Full 16 Apr 2008 93071 Ace Babs 11 15pm Comm means Commission Print Download csv O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 17 47 4 4 Program Minimum Deposit Required You can design the system to accept a set minimum
23. ackground have seats booked These cannot be deleted nor can Add Dates their price s be changed Add a Client Form Seats Available marked with a have been adjusted to reflect limited inventory Add Contact availability Questions 12 May 2008 to 14 Process ere RW E ZI d May 2008 10 1 io 0 10 1500 Add pes m eats to Km sore a Edit Min Deposit CT i dE to Z1 10 i 10 oO 10 1500 Add Additional Trip t a sae Information 26 May 2006 to 28 d dn im Process Le ete C May 2008 i i io 0 10 1500 Add CT 02 Jun 2008 to 04 io 1n io 1500 Add Process Jun 2008 i lo o0 Update Price 3 Change Date J Change Seats Delete Enter hot seat information here Add Hat Seats far One Recurrence ou can currently only add ane hot seat entry per trip occurence If you need ta change the number af hotseats or discounts please contact customer support Select Trip Recurrence 2006 02 26 9 00 am Enter how many hot New Trip id seats you wish to How Many Hot Seats lo Baooked 0 create and the percent discount here Original Price Discount Offered 2 o Hot Seat Price CDN NOTE Hot Seats only apply when your customer is purchasing their trip online If you are processing a sale offline use the manual discount field O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 19 47 4 6 Create Coupons You can create coupons for dollar or percent discounts To get
24. adaventure 2ngine com OPERATOR USER MANUAL 2008 TABLE OF CONTENTS 1 Registration 1 1 OOTY CD EE 1 2 Registration Ke OV C Ome AC NN E E o Tem FELOJN Le EE E 1 5 Company INftormation Page EE 1 6 Registration Confirmation age 2 Logging In SERA Em AA ore Mil AGS EE 3 Add a Trip NEC ud co v ERE SEPAN I eme Senat eio OPTED RR 3 3 Create a Trip step 1 of 6 includes loading photos cesses eee enn 3 4 Add Prices step 2 of 3 5 Add Itinerary step 3 ofpl me mensem ene ene enses nnn nns 3 6 Add Dates step 4 Ol ar ele NK SEP IOI G EE 3 0 Add Seals Step O Ol Ro EE 3 9 Confirm Trip Details EEN 3 10 Back to the Trip Summary age 3 11 Expanded View of Trip Summary Page 4 More Options and Features d Ime 80 b Cent og 0 RET 4 2 Customize requested contact miormaton ccc cece cece ee ee ence ee eee eee ee eae nena deena E sene sensns nnns EE SEENEN EE 4 4 Program minimum deposit reoured eene e eme eene essen ns 4S Create Te EE 4O Create elei E 4 7 Upload Your Terms and Condtons ccc cece cece cece eee e enna nme e ee hee sensn senes nns 4 8 Find Order amp Search by Customer sss me he nnne nnn nennen 4 9 Add Extra Tip normalom EE 5 Process a Sale 5 1 uiee ebaESMEI
25. adaz Click to see trip occurences Terms and Conditions for Company febigcan rim E ae D I I z m Type or copy your terms and conditions here Click Browse to upload an L view Source existing waiver file from your computer The waiver is a Waiter document that must be C accepted by shoppers to proceed through checkout It can also be downloaded and printed by the shopper O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 21 47 48 Find Order amp Search by Customer This feature can be used to look up a customer and efficiently handle queries It can also be used to view edit transfer or cancel refund order Trip Summary Click Find Order gt Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip6364 Test trip apr 16 Click to see trip occurences General Informe tion Onder Number of Participants Start Date E SR e You can search by iHD Order Number Payee Name Participant Name or Payee information any of the fields First Mane Last Name Emal listed here Loo E Home Phone Work Phone Cellular Participant Information First Mane Last Name Emai Telephone NOTE Do note enter the same name in both the Payee and Participant fields at the same time as this will result in no orders being found If you are searching for an
26. anual 1 800 993 6648 clientcare adventureengine com 34 47 As an operator you choose your preferred currency when you register Company Information e Registration Company Information indicates required information You can come back to change your information at any time Company Name 1 Contact Person Mamer 1 Mailing Address 1 1 Street Address IT If different from above city Town 1 Povw State Country 1 1 Zip Postal Code O o Phone Number rot Geer O O E mal Website O 1 eis 1 Years in Business E Open to Resellers Yes Percentage Offered Hiring DL ves Preferred Currency US Dollars v Go Back GC Choose your currency preference here O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 35 47 You can later update or change your currency of choice NOTE If you change your currency you must update your prices accordingly If you already sold trips our staff will manually update those trip prices for you adventure ngine com From your trip summary My Trips page place your cursor over eeu the My Account link and Account Details My Preferences choose My Preferences u Trip Summary M v Preferences Preferences for sup1038 Then choose your currency and click Update Now you will have to update your prices Currency
27. ats have already been booked please let us know DUO Grae p Ie ct If this information is available on your website or in your brochures then simply direct us to where the information can be found Remember you can make additions and edits to your trips at any time 3 2 Trip Summary Page When you login you will automatically be directed to the trip summary page with the exception of the first time Add a trip from the top menu bar Add a new trip here Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip Summary Add new trip Trip ID Trip Name Action trip6364 Test trip apr 16 Click to see trip occurences Note Please complete your trip entry from start to finish to avoid losing information In order to ensure complete and quality entries for our end users the system will not save incomplete trips O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 6 47 3 3 Create a Trip Page step 1 of 6 You are now on the Create A Trip page Remember you can come back at any time to change or add information and photos TipName 1 Trip Description Difficulty Rating Keywords Main Activity Select your activity from here Select any five AWD Accommodation Secondary Activities dventure Touring e ju d Airplane Tours choose any five activities bp bolting dae Het beg oe FON COW Le COROT KEY
28. ch extra sszociwted with this order These extrem will then Become salle for sole sgain MOTE The balance due amount iz not updeted automatically If removing Extras creates a refund giemze nracezz the refund amount manually uzing the Tekis above to correspond to your changes here Description Original Number New Number Extra 1 1 Extra 2 l Notes Back to top Additional Notes 1 800 993 6648 Select the participants that are canceling You can remove any number of participants and the system will automatically return the inventory and update the new seat availability If any Extras were purchased you can cancel them here to return back to inventory clientcare adventureengine com 41 47 Return ta Results La Successfully modified General Information 1 1 Order Number of Participants Start Date The cancellation will p now show in the np i CEL order details If this po south fork full river run booking Was made by an agent these Payee Information d First Name Last Name Emal details will also appear in their login Horne Done Mork Phone Cellular Age Sex Cy C LDLo Province State Country Postal Code Zin Participant information Order History Date changed User Description 2006 07 17 14 24 36 febl9us Canceled Order Show Notes he NOTE Refund and Cancellation Policy 1 It is your responsibility to process any cancellations or adjustments for your customers 2 We will proce
29. dventureengine com 32 47 Return ta Results Order Number H H H J Trin trip1105 First Mane Horne Phone ls ge Province State adult 1 First Name Last Name Address Line i Cty Email Al erqies Can vou SWIT 6 6 Currency O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 33 47 General Irormatian of Participants Pavese Information Last Narne ork Phone Sex Country Participant Irnvorrmation E Start Date 2006 03 04 Balance owing io 0 0 0 0 Ernail Celular Cty Postal Coge Zin Complete or edit Shoppers can choose their currency of choice when shopping online and Adventure Engine converts your trip price for shoppers The customer can choose their currency here adventure A ngine com search compare and buy adventures for everyone e Currency Canadian Dollars For best results please use Internet Explorer Cities and regions are added as tourism operators subscribe to our system and add trips We are adding new regions and cities everyday Activity Mord Region City Availability Any Month To Any Month e 20056 for Use Keyword Search Featured D 1 1 l Partners ES oe SUE EE AM J D E FAQ User Agreements Adventure Insurance Privacy Policy About Us LET EAE OM Et Sp ey MRL gy Serer EE rr ys e O Operator Help amp User M
30. e from this calendar If your trip Recurfor week s starting on occurs ona O Weekly Sunday Monday Tuesday Wednesday wire roughout the Thursday Friday Saturday J season click the days of the Create trip dates by entering the date and clicking the add button week length of an D E IT the season according to weeks and the start date of the first trip here If your trip occurs randomly throughout the season add dates one at a time here by choosing the date and clicking Add Q Random Add If this trip is a hotel room night click this box Select if your customer is allowed to book multiple days If your trip occurs daily choose weekly then click on each day of the week If your trip runs every other week choose weekly then delete every NOTE If you select that this trip is a hotel room night the customer will be asked to choose an arrival and departure date when purchasing rather than just a departure date This option can only be used for one day trips not multi day tours This option cannot be used for trips with variable pricing for seasons as the price difference will not calculate O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 10 47 3 7 Add Times step 5 of 6 You are on the Add Times page where you are asked to enter the start and end times of your trip Add Times Step 5 Enter s
31. eatures in future main E versions not required Website L clo i Enter your company profile Years n Business 1 1 including awards accreditations etc This is Company Profile your time to shine Open to Resellers ves What 96 commission are you Percentage Offered willing to pay resellers to sell Hiring L ves your product Preferred Currency US Dollars wv currency Select your preferred O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 4 47 1 6 Registration Confirmation Page Congratulations your registration is complete Account Activation Haotice Your registration has been received Please click here to access a business information form for you to complete We will activate your account within z business days of receiving y our information form and will notify you by email Thank you for registering with Adventure Engine we look forward to promoting your business to the world Note Your account has not yet been activated An Adventure Engine client care team member will contact you within 48 hours with the final steps of completing your registration This may include your insurance policy number banking details so we can transfer you funds and more information regarding your product SECTION 2 LOG IN 2 1 Open Website Open the site http www adventureengine com and log in from the top toolbar adventure ngine com min ke Login here
32. ed with a have been adjusted to reflect limited inventory Seats Min Max Add Seats to All Edit Min Deposit Additional Trip Information 6 2 Edit Overall Trip Details These menu items are for editing overall trip info Text amp descriptive changes will affect all recurrences of your trip Changing the base price will only affect NEW dates added after the change is made NOTE availability CT 12 May 2008 to 14 io i io D 1n 1500 Add Process May 2008 E a sale 19 May 2008 to 21 Process F May 2008 10 1 10 A 10 1500 Add eps un 26 May 2008 to 28 i l Process F May 2008 10 1 10 D 10 1500 Add 02 Jun 2008 to 04 Process E l1 nen 10 1 10 10 1500 Add prom D Add 6 3 Edit Individual or Multiple Trip Dates Check off the box es to the left of the date you want to edit and then choose from one of the blue buttons at the bottom NOTE you cannot update price for dates that have bookings made The price entered on the Edit Trip page will always show as the base price that customers see when viewing search results online even if you have changed the price for individual dates If you wish to change the base price listed online click the lt Edit Trip gt link on the trip summary page O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 29 47 6 4 Create Seasonal Pricing NOTE Include your pricing details in your itinerary section You will want to notif
33. eleted nor can Add Dates their price s be changed Add a Client Form Seats Available marked with a have been adjusted to reflect limited inventory Click lt Process a Add Contact availability Questions 12 May 2008 to 14 p j Delete Entire Trip May 2008 E 10 1 10 0 10 1500 Add Sale beside the Add Seats to All Edi Mim Dhanmnacit 19 May 2008 to 21 Process Edit Min Deposit 10 1 10 0 10 1500 Add date vou want to add Additional Tri May 2008 a sale y Information 26 May 2008 to 28 Process Ll Way 2008 10 1 10 0 10 1500 Add pe a sale to 02 Jun 2008 to 04 Process Jun 2008 10 1 10 0 10 1500 Add epum Update Price 3 Change Date J Change Seats Change Times Click lt Add gt to process record Offline Sales Summa 5 a sale Trip Name Return tes d rmme 2008 05 12 at Eturn to Trip Summary Order Transaction Number Date Seats Extras Motes Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 24 47 Enter the sale information here Enter the number of seats you sold here for each Offline Sale o KE price category Return test trip 5tart Date and Time 2008 05 26 Total Seats Available Seats a Participants Description Humber Price Base Rate ee 600 00 CDN amp Discount CDN Premium CDN d SubTotal of Trip CDN gong Flat Fee Per Person Including Tax andFees cow e Payment Methad Deposit set at d
34. ercard 1119 Deposit Offline 20 45 3 48 23 93 tripL105 ESCH TOTALS 8 2745 40 41 73 287 13 0 57 2 44 Comm means Commission In your report you will see the balance paid under Payment The order number remains the same but the balance payment is listed on a separate line NOTE You can also use the Find Order function found in section 4 8 of this manual to find and process a balance owing O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 27 47 5 3 Process Balances Owing As A Customer If clients have paid a deposit on your portal or the Adventure Engine website they can log back in to pay their balance If the deposit was paid as an offline sale by the operator the balance must also be paid the same way YOUR TEMPLATE PAGE this is a demo portal your portal will show only the trips you want and be m your template and site Clients shopping do not leave your site ABC TOURs Inc Jnin Up My Account My Trips E In Advanced Search Customers can go back to your portal and login Currency earch Page Shopping Cart Simple Search For best results please use Internet Explorer Powered by adventure engine cam Activity All activities i Availability Any Month vto Any Month 2006 Group Size Any v Price Any k or Keyword Search YOUR TEMPLATE PAGE this is a demo portal your portal will show only the tr
35. here as a Reseller FAQ User Agreements Privacy Policy About Us Pricing Haw it Works O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 2 47 1 3 Welcome Page This page explains the steps required to register Supplier Introduction Welcome Tour Suppliers and Operators Register in 3 easy steps 1 Create login Create username D password Il Camplete company profile 2 Create your account I your banking information sa we know where to send your money Il your business license information Il your insurance information Iv two supplier references Items il iv are required in order to verify existence of all applicants and to ensure that Adventure Engine features first rate tap quality businesses on our database This Information will not be sold ar used for any other purposes Applications not accepted will receive a full refund 31 Load tours ar attractions with our wizard Our wizard will help you load seats photos and trip descriptions Once trips are loaded customers can search compare and buy Remember you set commissions that you are willing ta pay others to sell your trips for you It s that easy to get on it now Click next ta continue Visit our operator supplier FAQs or contact us for a demo or more information FAQ User Agreements Privacy Policy About Us Pricing How it Works Click lt Next gt 1 4 Log In Info Page Now you
36. iican Dav 1 iade d SS Title Bye x c size Outline the detailed B 7 U A amp H activities of each day You can cut and paste from your current brochures website i 4 T ee 1 Enter up to 250 characters or 2 Include a web link to your gear list or 3 Copy and paste larger lists into the itinerary space a View Source Gear required Image Change Image 1 Browse You can load up to 3 image EI Change image E photos per itinerary day Images Change Image 3 Browse If you have more days on your trip click Next Day to proceed to the next itinerary page If you are done click Save Note Utilize your itinerary space to communicate anything you deem important for your customer to know For example custom packages available minimum purchase requirements price list etc O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 9 47 3 6 Add Dates step 4 of 6 You are now on the Add Dates page where you are asked to enter the dates this trip is available Here you have the opportunity to enter this trip for one day only to recur it regularly over a period of time or enter multiple random dates Add Dates Add Dates Step 4 of 6 How often does your trip occur For multi day trips the date entered is the date of the first day of the trip Once pae Cl If your trip only occurs once select the dat
37. il Date Booked Se Balance Trip Id Displaying 1 to 20 of 20 orders T ag S Howard 1 200 00 0 00 Test trip apr 16 1 93079 Johnson icd 1 CDN CDN trip6364 View Edit 24 2 186 50 75 92 Test trip apr 16 e 2 93071 Ace Babs Apr 4 E d View Edit sit CDN CDN trip6364 Click the lt Refund Cancel gt tab EL TES EH DES T Test trip apr 16 Start Date If a refund credit adjustment is being End Date S E 4 provided enter the amount here Balance owing Pay Balance followed by refund pymt type Renee uiae qe zero 1 na retna ms been mde OO a NOTE Enter the entire refund amount Refund Amount crus i e Ce WHE nrocezzed by you click ane of the following options including laxes Refunds Will be CH Paypal or other online gymt CH Caen Other o ard marty agent Booking applied to the balance owing first then reflected as owing to the customer lt SEE wou when fo use our online merchant socau tag process s refund Thie functhon should ony De used F our mercha PIS Led ta complete the original sak Th will adjust inventory and reporting inatsntiy meeeg eiss of 12 24 hours may De experienced for Gem ta De processed to credit card Click here if you want to refund the Cancel mec commissions on fs se Pie ne ee nen ee ee a customer using our merchant account Cancel Order E Please see below for our refund policy Page Section QuickLinks and fees
38. ips you want and be in your template and site Clients shopping do not leave your site Click My Trips ABC TOURs Inc Currency My Account My Trips Log Out Search Page Shopping Cart Click here to pay My Trips the outstanding amount and follow S No Order Trip Date of SCH rder Outstanding the credit card i Date Name Journey T l Status Amount i ravelers payment prompts 2006 02 M SS SE iTraveler 107 00 U5D 2006 03 q 21 HUGE Ness 5 SS Click Here to Pay 16 explorer 4 44 pm Utah 7005 11 2 F 10 Multisport 14 SECH Paid Trip 09 00 am Purcel ZER 3 2005 10 Mountain a E Traveler Paid 31 Lodge 3 day 5 A L 6 00 am retreat 2005 10 4 2005 10 denos 15 1Traveler Paid 1 O4 L EN 3 00 am O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 28 47 SECTION 6 EDITS amp ADDITIONS Trip Summary Add new trip Trip ID Trip Name Action trip6364 Test trip apr 16 Edit Trip Edit Price Edit Itinerary Add Dates Add a Client Form Add Contact Questions Delete Entire Trip Edit Company Profile 4 6 1 Edit Company Profile Click here to edit your company profile password contact info reseller commissions etc eatis jj dis nce E vi X te Top Datas Booked Available CDN Seat Note Rovs vith light blue background hawe seats booked These cannot be deleted nor can their price s be changed Seats Available mark
39. lts Test trip apr 16 Start Date End Date 24 Apr 2008 Number of Nights Balance owing Pay Balance Customer Information First Name Last Name Email Work Phone Cellular Age Sex City E M Province State Country Postal Code Zip O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 38 47 Test trip apr 16 f Start Date Click the Transfer to End Date window and all dates Number of Nights available for transfer Balance owing Pay Balance will appear Transfer to 2008 05 12 NOTE Only trips with Moon seats available to Full match the seats you are transferring will appear Addition br Moved from 2008 04 19 10 00 am to 2008 04 24 Add any notes you wish to Additional Notes save Notes Back to top Full The order details will now Addition show a history lt br gt Moved from 2008 04 15 10 00 am to 2008 04 24 of the transfer O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 39 47 7 2 Cancellations amp Refunds Trip Summary Click Find order Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip6364 Test trip apr 16 Click to see trip occurences Find Order Results Return to Search Click on Edit before after beside the order you Line Order icc TE Start Seats Order ee wish to transfer z ihar Payee Name Ema
40. mount The Adventure Engine system will track the commissions paid to each distributor and you can review details in your reporting area O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 37 47 SECTION 7 TRANSFERS CANCELLATIONS amp REFUNDS 7 1 Transfers Use this feature when your client wishes to change dates but still go on the same trip The system will adjust your seat availability accordingly Example client has 2 seats booked for July 25 and wishes to transfer to August 3 When you process the transfer 2 seats will be added back to July 25 and removed from August 3 All client information will be transferred to the new date for trip reporting purposes Click lt Find Order gt Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip6364 Test trip apr 16 Click to see trip occurences Find Order Results Return to Search ee Click lt Edit gt beside after the order you wish Line Order 4 ye Start Seats Order o Tri to transfer Number E Date Booked p en Tp f Displaying 1 to 20 of 20 orders a0 Zi Howard 1 200 00 0 00 Test trip apr 16 1 923070 Johnson i CDN CDN trip6364 2008 24 2 486 50 75 92 Test trip apr 16 l 2 93071 Ace Babs Apr 4 i ius View Edit icai CDN CDN trip6364 Click the lt Transfer gt tab Return to Resu
41. n security according to your relationship and agreement with your agent Security Level Can Modify Company Can Modify Staff Can Modify Staff Privileqes Can Process a Sale Can Process a Transfer Can Process a Refund Cancel Can Edit an Order Can see all orders fram Agency Can see all orders fran Supplier Can Process Merchant Sales through AE account Can run reports 8 3 Edit Grant EK ep This allows the ability for the agent to change their own company contact information 7 This allows the agent to set privileges for their own agent staff This allows the ability for the agent to add additional agent staff s s s s s Es S s This allows your agent to run a report This feature is required for Agents to use the system to calculate amounts owing to supplier s DI Cancel You can edit and change your agent settings and privileges at any time Company Mame Mick Agency Assign a new Agency Privileges Edit Agents Privileges Security Edit 2 Choose lt My Agents gt 3 Select lt Edit gt O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 45 47 8 4 Reporting When your agent processes a sale it will automatically be reflected in your trip summary area and update the seat availability Both agents and suppliers can access the order and edit customer information if required Trip Summary Click Operator
42. p Name Action tripa364 Test trip apr 16 Click to see trip occurences 3 11 Expanded View Trip Dates and Bookings At A Glance Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip63s64 Test trip apr 16 Seats Seats Price Hot Edit Trip X Trip Dates Seats Min Max 5 3 a m p Booked Available CDN Seat Edit Itinerary Note Rows with light blue background have seats booked These cannot be deleted nor can Add Dates their price s be changed Add a Client Form Seats Available marked with a have been adjusted to reflect limited inventory Add Contact availability Questions 12 May 2008 to i4 SC ra Process E Gi A O May 2008 m A St UM nn a sale Aud ears to All Mere OT KW Ke Edit Min Deposit x s cram i w o 10 1500 add Preces Additional Trip ge deen Infermation 26 May 2008 to 28 T T a Process p C May 2008 10 1 10 10 1500 Add Rb C 02 Jun 2008 to 04 i10 10 o io 1500 Add Jun 2008 i 0 o Add Update Price 3 Change Date Change Seats O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 13 47 SECTION 4 MORE OPTIONS amp FEATURES FROM YOUR TRIP SUMMARY PAGE 4 1 Add a Client Form Client forms allow you to customize questions you want your customers to answer when purchasing a particular trip Your customer will see these questions at checkout
43. signed they will not have the ability to manually assign a discount or premium when processing a sale Also the add to order feature will not be activated for the agent Rather they will need to process a new sale to add an additional item to the sale Login to your supplier account where you will automatically be directed to your trip summary page venture e ngine com Place your cursor over the My Account link and My Trips My Coupons choose lt My Agents gt My Agents Trip Summary Account dlgstails from the menu My Preferences My Resellers Add new trip Edit Company Profilg Te Edit Terms and Waivers Balances Owing Find Order summary Trip ID Trip Name triplii5 south fork full river run Click to see trip occurences trip1118 raft Click to see trip occurences tripiiis3 agenttest Click to see trip occurences All distributors with agent status will appear in your drop down list Agents Privileges Company Mame Agent Name Privileges agent company Mick Agent Edit travel agent 1 amberagent hayes Edit acckbar amber hayess Edit Select the Agent you sasana new Aneri wish to add and click Add Select Gelec amber agent Travel Agent2 O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 43 47 8 1 Assign privileges The agent privileges page will show a listing of all of your trips c
44. ss refunds on your behalf through our online merchant account only if you click the box requesting this at the time of refund 3 A 10 administration fee will apply each time you process a refund using the Adventure Engine merchant account 4 Refunds may take up to 24 hours to process 5 When you process a refund this will first be applied to the balance owing A refund will be processed for the customer only if the refund amount is more than the balance owing Please see examples below Balance owing 1500 Refund processed 1000 Supplier choose to process using the AE merchant account Balance owing adjusts to 500 no refund processed to credit card Balance owing 1500 Refund processed 2000 Supplier did not choose to process using the AE merchant account Balance owing adjusts to 0 500 refund is shown no refund processed to credit card Balance owing 1500 Refund processed 2000 Supplier choose to process using the AE merchant account O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 42 47 SECTION 8 ADVENTURE ENGINE AGENT MODULE The Net Rate Module is an add on feature to the basic Adventure Engine subscription that carry s a one time start up fee Please contact Adventure Engine staff to activate this module on your account This is where you can select your agents and assign them trips various privileges and set your net rates NOTE When you create an agent with net rates as
45. tart and end times for your trip Enter the start and end Start Time End Time times of this trip then am wl v am wl v Add click lt Add gt If this trip d L CED departs multiple times a day enter each departure time now Remove If Start amp End Times are not applicable Press Skip Once you have entered all the start and end times click Save If times are not applicable to this trip click Skip 3 8 Add Seats step 6 of 6 You are now on the Add Seats page where you are asked to enter the number of seats available for this trip If you have already sold seats on some trips dates please enter the total number of seats here and go back to adjust those particular dates later see page 22 EI Seats r Add Seats Step 6 of 6 Define number of seats el Enter the minimum number of participants required for this trip to depart and the maximum number of participants allowed indicates required information Minimum Number of Seats Maximum Number of Seats Base Price 1500 O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 11 47 3 9 Confirm Trip Details Now you are on the Confirm Trip Details page where you can read through the trip information you have entered to ensure it is correct Confirm Trip Details Trip Information Trip Name Adventure Engine Tripz 1 Trip Description Adventure Engine Trip 1 take you
46. through historical Rossland Difficulty Rating Beginner Intermediate Intermediate advanced Keywords rossland kootenay british columbia historical history tour Main Activity Circle Tours Secondary Activity Charters amp Guides City Rossland Region British Columbia Country Canada Specialty Soft Adventure GIS Coordinates Base Price 45 Taxes GST 7 Flat Fee Name Land use fee Flat Fee 7 Duration 1 Day s Image adventureengine logo 7Z9 GIF Day 1 Description Arrival Day Itinerary Today you arrive at the pick up location at 8 00am Lunch is served at 12 30pm drop off is at 5 00pm Gear Required Suntan lotion appropriate clothing camera Imagel Image Images Trip Start Dates and Times Weekly starting 2005 7 30 for 12 week s On Monday Wednesday Friday Start Time s Check all the info here and click Finish If you have found errors click finish anyway and go back through your trip summary page to edit e 8 00 am e 12 00 pm O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 12 47 3 10 Back to the Trip Summary Page Now you are back at the Trip Summary Page where you can view all the trips you have entered and make edits Click here to see all Trip Summary your trip dates Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Tri
47. tions single select Add a new select or text question Save vour regular questions before using tf Ic i i dh If this is a single select question type the answer list here separated by the Enter key Cancel The above buttons are for Select and input questions only save your regul questions before working with these Select lt Add New gt from this menu to add a new question NOTE To view answers choose lt Client Questions gt as a report option when creating operator reports see page 16 When sorting their display order questions will appear in descending order i e 99 1 O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 14 47 4 2 Add Client Contact Info Programming pertinent contact info allows you to gather information about all your clients not just the one that paid Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action trip6364 Test trip apr L Seats Seats Price Hot Edit Tri X Trip Dates Seats Min Max 5 SC ML E p Booked Available CDN Seat Edit Itinerary Note Rows with light blue background have seats booked These cannot be deleted nor can Add Dates their price s be changed Add a Client Form Seats Available marked with a have been adjusted to reflect limited inventory Add Contact availability uestions 12 May
48. trip summary area Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name trip 364 Test trip apr 16 Click to see trip occurences Trip ID ALL trip6364 Test trip apr 16 trip6365 Return test trip trip6366 Log Cabin Accommodation Agent ID All Agents wv GES Order By Order Transaction Date Y From Order Date Ca XClear Field To Order Date Ca XClear Field From Seat Date Faj XClear Field Ca XClear Field Note If you leave the to date blank the report will default to today s date Select All General amp Accounting Information To Seat Date Dist Name l Order Date I ia Ir ist Comm Order Number I Offline Sales Notes Sale A Taxes A T tal Sal Net Rate agent owing otal Sale UL Ir Balance Owing Amount Received Fe Gg oupons Use Customer Information Customer Name Email 33 ddress Phone 1 Phone 2 WR ke ip Information 5 Trip Name i i E Age Discounts Trip Date I Customer Notes RS Extras 1 4 Trip Duration Seats Sold 3 articipant Contact Information First Name Last Name Sex m Y Participant Questions Note Selecting Custom Questions as a report option is only recommanded when choosing 1 trip If you have different questions for e
49. urrently in the AE database Click here if you want the agent to see your retail price on their offline sales screen If you do not click it then the agent will see their net rate price For each trip Enter the amount to be discounted Choose the Trips you want this agent to choose if you want the net rate to be a or flat fee deducted from your retail rate carry by checking the box beside each trip name here Assign Trips Percent Rate Show Slow Allow Or y Discount Premium x Dollar Price x x trip1133 Cat skiing lynx level E o C VA Check these boxes to allow your agent to override your net rate amount This is only recommended for staff or well established agent relations capable of collecting more or less money for your trips NOTE Net rate is calculated as a dollar or a percentage amount off your rack rate the retail price you programmed when you loaded the trip to the system Example Rack rate 100 10 discount 90 net rate This means that the agent owes you 90 if they sell a trip They will have collected already from their customer and you must invoice them for the net rate amount When you run a report you can select to run a report by each agent This report will show the number of trips they have sold for you and the net rate they owe you O Operator Help amp User Manual 1 800 993 6648 clientcare adventureengine com 44 47 8 2 Assign Security You can ssig
50. y customers these prices and terms are available otherwise they will not see it until Trip Summary Add new trip Edit Company Profile Operator Reports Edit Terms and Waivers Balances Owing Find Order Trip ID Trip Name Action tripa364 Test trip apr 16 Seats Seats Price Hot Edit Trip X Trip Dates Seats Min Max uer geg Edit ae ie p Booked Available CDN Seat Edit Itinerary Note Rows with light blue background have seats booked These cannot be deleted nor can Add Dates their price s be changed Add a Client Form Seats Available marked with a have been adjusted to reflect limited inventory Click Edit Add Contact availability es NM E ics EET d 1 10 o 10 1500 Add LUGAR Price Gerges E al May 2008 as a sale eats to i s Edit Min Deposit ss sp ri me ae i io o 10 1500 Add Porz Additional Trip inni a sse Information 26 May 2008 to 28 n n n UT Process C May 2008 i i i i i500 Add male 02 Jun 2008 to 04 7 Process d Jun 2008 a an LA 2 a sale 1 1 p Update Price 3 Change Date J Change Seats Edit Prices Base Pricing for canada WU only affects occurrences created after this has been saved ei Change the Age Discount base price Description Discount 4 0 Ee IA ME Base Rate no age charges Price TU E CIE IE Extra Charges Description Cost Units Available CE Balt se an JE m CIE SII Group Discount
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