Sales & Mktg Travel Agent Export (Cloud) 🎥

Sales & Mktg Travel Agent Export (Cloud) 🎥

This collection of data is provided for the Travel Agent/Agency. Examples of some available filters are as follows: IATA#, Zip Codes. The created list can be printed or exported to allow for possible label printing or email transmission.
Path: Sales and Marketing > Marketing > Travel Agent

1. The report can be filtered with 14 parameters that we can sort into 5 categories:
- By type of Travel Agent: by TA type (commissionable or not), IATA number, and member of a company list.
- By date: booking and/or arrival day.
- By provenance: zip code, state/province and/or country.
- By revenue: revenue or number of nights overall and/or year to date
- By contact information: if the profile has a fax number and/or an email.

2. Click Process

3. The screen report will show a limited number of information as followed:
- IATA #.
- (Travel) Agency Name, ID and Commission Type.
- Contact Name, Telephone, Fax and Email.
- City and State.

4. Click Print to print this result or click Export to get more data. See next.

5. Choose the Format you want for the data export: Comma Delimited (PeachTree), Tab Delimited or IIF (Quickbooks).
6. Enter a name for the file.
7. Click OK.

8. Choose if you want to merge the data by Travel Agent (Company) or have every reservations for every TA.

9. See the attached document for an example of the exported data. It will include the 26 following fields:
- IATA, Agency Name, Source Code, Travel Agent Type Description and Name.
- Contact Last and First Name, Address 1 and 2, City, State, Zip and Country.
- Telephone, Fax and Email.
- Travel Agent Type Code, Commission, Revenue, Nights, Total Revenue and Total Nights.
- Travel Agent Type, Incentive, Travel Agent Source Code ID, Arrival Date and Date Made.

    • Related Articles

    • Sales & Mktg Travel Agents Forecast Report (Cloud) 🎥

      ? Watch Video The Travel Agent forecast report will display the number of rooms, revenue and ADR based on reservations currently booked in the system. Path: Sales & Marketing > Reports > Forecast > Travel Agents Generate report 1. Choose the date(s) ...
    • Sales & Mktg Travel Agents History Report (Cloud) 🎥

      ? Watch Video The Travel Agent History report will display the number of rooms, revenue generated and ADR for each Travel Agent sorted by generated revenue. Path: Sales & Marketing > Reports > History > Travel Agents Generate report 1. Narrow down ...
    • Sales & Mktg Travel Agents Profile (Cloud) 🎥

      ? Watch Video Travel agents are valuable industry partners. They are usually paid a commission percentage based on the rate. Effective setup and usage of the Travel Agent fields in Visual Matrix will aid in prompt payment processing, effective ...
    • Travel Agent Accounting Aging Report (Cloud) 🎥

      ? Watch Video The Travel Agent AGING report allows you to view and Print the classification of accounts based on the amount of time elapsed since commission were due. Path: Accounting > City Ledger > Aging Report Narrow down the report using the ...
    • Setup Travel Agents Commissions (Cloud) 🎥

      ? Watch Video There are two types of commission: the standard commission and the incentive commissions. Both can be setup in this section. Path: Accounting > Travel Agents > Set Up 1. The "Regular T/A Commission" is the commission that will be paid ...