By default, any agent that does not have an Allocation Split attached will not be able to take allocations in bookings. This can be overridden in Bookings and is covered in detail in the FastBook and GroupBook Training Guides
(continued from Delete Allocations)
In order to use allocations in bookings, one or more Sub Allocations/Splits needs to be applied against agents who are entitled to use the Allocation. These are applied in the Debtors module.
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By default, any agent that does not have an Allocation Split attached will not be able to take allocations in bookings. This can be overridden in Bookings and is covered in detail in the FastBook and GroupBook Training Guides |
Screen Shot 147: Attach Agent Allocation Splits
Available Allocation Splits display in the left hand column and attached Allocation Splits display in the right hand column.
To attach allocation split(s) to an agent, highlight the split to be attached in the left hand column and click the right arrow button (>). To move all allocation splits to the right hand column, click the double right arrow button (>>).
Screen Shot 148: Attached Agent Allocation Splits
In Screen Shot 148: Attached Agent Allocation Splits above, the agent can take allocations from two sub allocations – T1 and Standard.
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The order in which these are listed in the Agent Allocations box is important. During the booking process Tourplan will take allocation first from the T1 Agent sub allocation and if there is not sufficient availability will then take from the STANDARD sub allocation. |
(continued in Allocations Reports)
Tourplan iS V2.07 Database and Allocations Training Guide