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Travel Agents (SEP 2020)
TABLE OF CONTENTS
DESCRIPTION ..................................................................................................................................... 1
TRAVEL AGENT OVERVIEW ........................................................................................................... 2
POST-DEDUCT TRAVEL AGENT ................................................................................................... 3
Post-Deduct Travel Agent Commissions by Percentage ............................................. 3
Post-Deduct Travel Agent Commissions by Value ........................................................ 3
Entering Post-Deduct Travel Agent to Streamline ........................................................ 4
Entering Post-Deduct Reservations Manually ................................................................ 4
Entering Post-Deduct Reservations via the Travel Agent Module ............................ 5
Generating Post-Deduct Travel Agent Statements in Streamline ............................ 7
POST-DEDUCT WHOLESALE TRAVEL AGENT ......................................................................... 7
Post-Deduct Wholesale Travel Agent Commissions by Percentage ........................ 8
PDWTA Commissions by Value .......................................................................................... 8
Entering Post-Deduct Wholesale Travel Agent to Streamline ................................... 9
Entering PDWTA Reservations Manually ......................................................................... 9
Entering PDWTA Reservations via the Travel Agent Module ................................. 10
Running Post-Deduct Wholesale Travel Agent Statements in Streamline ......... 12
PRE-DEDUCT TRAVEL AGENT ................................................................................................... 12
Pre-Deduct Agent Commissions by Percentage ......................................................... 13
Pre-Deduct Travel Agent Commissions by Value....................................................... 13
Pre-Deduct Travel Agent Collections.............................................................................. 14
Entering Pre-Deduct Travel Agent to Streamline ....................................................... 14
Entering Pre-Deduct Travel Agent Reservations Manually ..................................... 15
Entering Pre-Deduct Reservations via the Wholesale Agent Module .................. 16
Receiving Pre-Deduct Travel Agents Payments in Streamline ............................... 18
WHOLESALE TRAVEL AGENT ..................................................................................................... 20
Wholesale Travel Agent Commissions by Percentage .............................................. 20
Wholesale Travel Agent Commissions by Rate Type ................................................ 20
Wholesale Travel Agent Collections ............................................................................... 21
Entering Wholesale Travel Agent to Streamline ......................................................... 21
Wholesale Travel Agent Rate Types Set-up .................................................................. 23
Entering Wholesale Reservations Manually ................................................................. 24
Entering Wholesale Reservations via the Wholesale Agent Module .................... 25
Receiving Wholesale Payments in Streamline ............................................................. 26
DESCRIPTION
This guide will provide instructions for setting-up and managing sales from
individual travel agents. More travel agent information is available for OTAs
within individual training provided for those channels.
The logic for both travel agents and wholesale travel agents is available in
Streamline. This document will review the variety of options for set-up.
1. Allow travel agents to always collect money and send payments to the
property management company, these are pre-deduct or wholesale travel
agents.
2. Allow the property management to collect the money and pay the travel
agents, these are post-deduct types of travel agents.
REMEMBER TO SEARCH THE KNOWLEDGEBASE IN STREAMLINE FOR THE
MOST UP TO DATE INFORMATION ON TRAVEL AGENTS.
USER GUIDE | Travel Agents (SEP 2020)
2
TRAVEL AGENT OVERVIEW
This chart provides a snapshot to reveal how each travel agent type works.
Determine the best travel agent type(s) for your business model and jump to that
section of this guide.
ACCESS/ RIGHTS POST-
DEDUCT
PRE-
DEDUCT
WHOLESALE POST-DEDUCT
WHOLESALE
Login via Streamline portal to
book reservation YES YES YES YES
TA Commission paid BEFORE the
owner/PMC split YES YES
TA Commission is paid out of the
PMC commission (owner is not
impacted)
YES
YES
Must enter all reservation
information, including credit card YES YES
Property Mgmt Co (PMC) charges
the guest YES YES
PMC takes over the mgmt of
reservation after booking,
including collection of payment
YES YES
PMC runs statements to pay TA
commission AFTER check-out YES YES
PMC selects this type of TA to
maximize cash flow YES YES
Enters reservation without guest
payment information (credit card) YES YES
TA collects guest payment and
pays the PMC YES YES
TA manages the reservation until
Check-in YES YES
PMC collects reservation payment
from TA less TA commission YES YES
PMC offers rooms at a set rate and
the TA can sell for whatever value
they desire
YES
NOTE: This information is intended for managing individual travel
agents. Please reference integrations training for OTA’s.
USER GUIDE | Travel Agents (SEP 2020)
3
POST-DEDUCT TRAVEL AGENT
Post-Deduct Travel Agents book any inventory made available to them. The
travel agent receives their commission after the guest checks-out payable to
them by the Property Management Company (PMC).
NOTE: Post-Deduct and Post-Deduct Wholesale Travel Agents are very
similar as outlined in the chart on page 2. The main difference is when
the travel agent commission is deducted.
Post-Deduct Travel Agent Commissions by Percentage
The TA commission is calculated on the total room revenue. Here is an example
where the TA receives 10% commission and the Owner/PMC split is 70/30:
• Room Revenue for Reservation collected by the PMC = $1000
• Owner revenue $700 (70% of $1000)
• PMC commission $200 (20% of $1000)
• PMC pays the TA = $100 of the $1000
After the reservation checks-out, the system creates a payable account for this
travel agent. The amount payable is the commission percentage calculated on
the total room revenue.
Post-Deduct Travel Agent Commissions by Value
In some cases, PMCs prefer to work with Post-Deduct TAs based on a dollar
amount. Here is an example where the TA receives $50 and the Owner/PMC split
is 70/30:
• Room Revenue for reservation collected by the PMC = $1000
• Owner revenue $700 (70% of $1000)
• PMC commission $250 (30% of $1000 less the $50 travel agent commission)
• PMC pays the TA = $50 of the $1000
USER GUIDE | Travel Agents (SEP 2020)
4
After the reservation checks-out, the system creates a payable account for this
travel agent. The amount payable is the TA commission value.
Entering Post-Deduct Travel Agent to Streamline
1. Go to [Tools]
2. Users/Owners -> [Post-Deduct Travel Agents]
3. Select [Add New Post-Deduct Travel Agent] and [Continue]
4. Enter all required* and appropriate information and [Continue]
5. Using the checkboxes in the Commissionable column select the
homes/inventory to allocate to this agent (Travel Agent Settings) and
[Continue]
a. Select the radio
button to either
Use Standard or
Use Rate or Use
$ Amount
b. Enter a value, if
applicable, and
[Continue]
NOTE: When logged into the Travel Agent Module, The Post-
Deduct Travel Agent will only have access to the units selected as
commissionable under their Travel Agent Settings tab.
Entering Post-Deduct Reservations Manually
When entering a post-deduct reservation manually into Streamline follow these
steps during the reservation creation process:
USER GUIDE | Travel Agents (SEP 2020)
5
1. After selecting [Make Reservation]
check the box in the reservation
window for TA
2. Choose the appropriate travel agent
from the dropdown menu
3. The reservation will update.
4. Guest information must be added, and
payment type will be required since the
PMC is the merchant of record and
must collect payment from the guest.
Entering Post-Deduct Reservations via the Travel Agent Module
Provide the travel agent the following URL,
https://travelagent.streamlinevrs.com/auth_login.html, their username and
password. This provides the travel agent access to the unit(s) enabled on the
wholesale agent settings tab of their Travel Agent record.
Three booking engines are available to the TA: Quick Book, Informative Book
and Tape Chart.
USER GUIDE | Travel Agents (SEP 2020)
6
Post-Deduct Travel Agents
will be required to enter
guest information and credit
card information.
Since the PMC is the
merchant of record and will
collect payment from the
guest payment information
is required.
Once booked, the reservation will be displayed in Streamline as a confirmed
booking and, if auto-charging is enabled, the payment will process at the time of
booking. The Post-Deduct Travel Agent will wait for their commission until the
PMC pays following the guest checkout
USER GUIDE | Travel Agents (SEP 2020)
7
Generating Post-Deduct Travel Agent Statements in Streamline
It is important to note that the reservation must be checked out in order to pay
the PDTA. Only checked out reservations will appear on the PDTA Statement.
1. Go to [Accounting] -> Post-Deduct TA
Statements
2. Select [Statements Manager]
3. Select All Post-Deduct Travel Agents or an
individual one to prepare payment
4. Enter the date range to prepare (future dates are not acceptable, as these
TAs can not be paid in advance)
5. Select [Generate Travel Agent
Statements]
6. Select [View DETAILS] to view the
individual statement
7. [Approve] the statement if it is
acceptable. If there are errors the commission values can be adjusted on the
reservation
a. Navigate to the reservation and select the commission tab to make
the correction then delete and re-run the PDTA statement
8. Select the checkbox to write checks for approved statements
9. Select [Write Checks] to process the payment to the Post-Deduct Travel
Agent
POST-DEDUCT WHOLESALE TRAVEL AGENT
Post-Deduct Wholesale Travel Agents (PDWTAs) book any inventory made
available to them. The travel agent receives their commission after the guest
checks-out payable to them by the Property Management Company (PMC).
USER GUIDE | Travel Agents (SEP 2020)
8
NOTE: Much of the navigation in Streamline for Pre-deduct will
make reference to Wholesale because Pre-deduct and Wholesale
are similar as noted in the chart on Page 2. The main difference is
when the travel agent commission is deducted.
Post-Deduct Wholesale Travel Agent Commissions by Percentage
The PDWTA commission is calculated prior to the Owner Commission Split. Here
is an example where the TA receives 10% commission and the Owner/PMC split is
70/30:
• Room Revenue for Reservation collected by the PMC = $1000
• Owner revenue $630 (70% of $900)
• PMC revenue $270 (30% of $900)
• PMC pays the PDWTA = $100 of the $1000
After the reservation checks-out, the system creates a payable account for this
travel agent. The amount payable is the commission percentage calculated on
the total room revenue.
PDWTA Commissions by Value
In some cases, PMCs prefer to work with PDWTAs based on a dollar amount.
Here is an example where the TA receives $50 and the Owner/PMC split is 70/30:
• Room Revenue for Reservation collected by the PMC = $1000
• Owner revenue $700 (70% of $1000)
• PMC revenue $250 (30% of $1000 less the $50 travel agent commission)
• PMC pays the PDWTA = $50 of the $1000
After the reservation checks-out, the system creates a payable account for this
travel agent. The amount payable is the TA commission value.
USER GUIDE | Travel Agents (SEP 2020)
9
Entering Post-Deduct Wholesale Travel Agent to Streamline
1. Go to [Tools]
2. Users/Owners -> [Post-Deduct Wholesale Travel Agents]
3. Select [Add New Post-Deduct Wholesale Travel Agent] and [Continue]
4. Enter all required* and appropriate information and [Continue]
5. Using the checkboxes in the Commissionable column select the
homes/inventory to allocate to this agent (Wholesale Agent Settings) and
[Continue]
a. Select the radio
button to either
Use Standard or
Use Rate or Use
$ Amount
b. Enter a value, if
applicable, and
[Continue]
NOTE: When logged into the Travel Agent Module, The PDWTA
will only have access to the units selected as commissionable under
their Wholesale Agent Settings tab.
Entering PDWTA Reservations Manually
When entering a PDWTA reservation manually into Streamline follow these steps
during the reservation creation process:
USER GUIDE | Travel Agents (SEP 2020)
10
1. After selecting [Make Reservation]
check the box in the reservation
window for TA
2. Choose the appropriate travel agent
from the dropdown menu
3. The reservation will update.
4. Guest information must be added and
payment type will be required since the
PMC is the merchant of record and
must collect payment from the guest.
Entering PDWTA Reservations via the Travel Agent Module
Provide the post-deduct wholesale travel agent the URL,
https://travelagent.streamlinevrs.com/auth_login.html, their user name and
password. This provides the PDWTA access to the unit(s) enabled on the
wholesale agent settings tab of their PDWTA record.
USER GUIDE | Travel Agents (SEP 2020)
11
The same three booking engines are available to the TA: Quick Book, Informative
Book and Tape Chart.
PDWTA’s will be required to
enter guest information and
credit card information.
Since the PMC is the
merchant of record and will
collect payment from the
guest payment information
is required.
Once booked, the reservation will be displayed in Streamline as a confirmed
booking and, if auto-charging is enabled, the payment will process at the time of
booking. The PDWTA will wait for their commission until the PMC pays following
the guest checkout
USER GUIDE | Travel Agents (SEP 2020)
12
Running Post-Deduct Wholesale Travel Agent Statements in
Streamline
It is important to note that the reservation must be checked out in order to pay
the PDWTA. Only checked out reservations will appear on the PDWTA Statement.
1. Go to [Accounting]
2. Select [Statements Manager]
3. Select All PDWTA or an individual PDWTA to
prepare payment
4. Enter the date range to prepare (future dates are
not acceptable, as PDWTAs can not be
paid in advance)
5. Select [Generate Travel Agent
Statements]
6. Select [DETAILS] to view the individual
statement
7. [Approve] the statement if it is acceptable. If there are errors the
commission values can be adjusted on the reservation
a. Navigate to the reservation and select the commission tab to make
the correction then delete and re-run the PDWTA statement
8. Select the checkbox to write checks for approved statements
9. Select [Write Checks] to process the payment to the PDWTA
PRE-DEDUCT TRAVEL AGENT
Pre-Deduct Travel Agents can basically book any inventory made available to
them for FREE, since payment to the PMC is not due until the guest checks-in.
NOTE: Much of the navigation in Streamline for Pre-deduct will
make reference to Wholesale because Pre-deduct and Wholesale
are similar as noted in the chart on Page 2. The main difference is
when the travel agent commission is deducted.
USER GUIDE | Travel Agents (SEP 2020)
13
Pre-Deduct Agent Commissions by Percentage
The commission is calculated on the room revenue and deducted from the
Property Management Company (PMC) Commission. Here is an example where
the TA receives 10% commission and the Owner/PMC split is 70/30:
• Room Revenue for Reservation = $1000
o Note: The travel agent can charge ANY value to the guest. The
Room Revenue stated here is the rack rate.
• Travel Agent keeps =$100 of the $1000
• Travel Agent pays $900 to the PMC to apply to the reservation
• Owner receives $700 (70% of $1000)
• PMC receives $200 (20% of $1000)
After a pre-deduct agent makes a reservation, the system creates a DUE account
for this travel agent. The amount due is based off the rack rate less the
percentage TA commission.
Pre-Deduct Travel Agent Commissions by Value
In some cases, PMCs prefer to work with Pre-Deduct Travel Agents based on a
dollar amount. Here is an example where the TA receives $50 and the
Owner/PMC split is 70/30:
• Room Revenue for Reservation = $1000
o Note: The travel agent can charge ANY value to the guest. The
Room Revenue stated here is the rack rate.
• Travel Agent keeps =$50 of the $1000
• Travel Agent pays $950 to the PMC to apply to the reservation
• Owner receives $700 (70% of $1000)
• PMC receives $250 (30% of $1000 less the $50 travel agent commission)
USER GUIDE | Travel Agents (SEP 2020)
14
After the Pre-Deduct Travel Agent makes a reservation, the system creates a DUE
account for this travel agent. The amount due is based off the rack rate less the
TA commission value.
Pre-Deduct Travel Agent Collections
The travel agent will collect all funds and manage the reservation until the guest
checks-in. Payment to the property management company is based on their
requirements. It is customary to collect the entire reservation before check-in.
The collection process for pre-deduct travel agents in Streamline is extremely
robust. If used properly, it ensures that money due to the PMC is collected from
the travel agent.
It is very IMPORTANT to have a strong relationship with this type of travel agent,
since they can book inventory without payment, which could be problematic if
payment is not received when due.
Entering Pre-Deduct Travel Agent to Streamline
1. Go to [Tools]
2. Users/Owners -> [Pre-Deduct Travel Agents]
3. Select [Add New Pre-Deduct Travel Agent] and [Continue]
4. Enter all required* and appropriate information and [Continue]
5. Using the checkboxes in the Commissionable column select the
homes/inventory to allocate to this agent (Wholesale Agent Settings) and
[Continue]
USER GUIDE | Travel Agents (SEP 2020)
15
a. Select the
radio button to
either Use
Standard or Use
Rate or Use
$ Amount
b. Enter a value,
if applicable, and
[Continue]
In addition, there is an option to Collect Travel Agent Tax, where tax can be
calculated based on Rack or Net. This will adjust how taxes are calculated.
• Rack means the taxes on the reservation will calculate based on the rack
rate, as if there was no commission for the agent.
• Net means the taxes on the reservation will calculate based on the
discounted value of the room rate to account for the Agent’s commission.
Entering Pre-Deduct Travel Agent Reservations Manually
When entering a pre-deduct reservation manually into Streamline follow these
steps during the
reservation creation
process:
1. After selecting
[Make Reservation]
check the box in the
reservation window
for TA
2. Choose the
appropriate travel
agent from the
dropdown menu
3. The reservation will
update and the amount due from the Pre-Deduct Travel Agent will show
highlighted in blue below the Total of the reservation.
USER GUIDE | Travel Agents (SEP 2020)
16
4. Guest information must be added, and no payment type will be required
since the reservation will be paid by the Travel Agent.
a. Best Practice: Set payment type to CHECK before completing the
reservation to avoid system errors requesting a payment type.
Entering Pre-Deduct Reservations via the Wholesale Agent Module
Provide the wholesale agent the URL https://wholesale.streamlinevrs.com, their
user name and password. This provides the travel agent access to the unit(s)
enabled on the wholesale agent settings tab of their travel agent record.
Three booking engines are available to the TA: Quick Book, Informative Book
and Tape Chart.
USER GUIDE | Travel Agents (SEP 2020)
17
Pre-Deduct TA’s will be required to enter guest information and no payment
information is required. It is assumed they are collecting the money and will pay
as they make reservations in your system.
Once booked the reservation will be displayed in Streamline as a confirmed
booking. The Pre-Deduct agent will collect payment from their guest and if any
changes are needed the agent would need to contact the property management
company directly.
USER GUIDE | Travel Agents (SEP 2020)
18
Receiving Pre-Deduct Travel Agents Payments in Streamline
At some point, a Pre-Deduct Travel Agent sends the funds owed for the
reservations they made. Hence, the importance of have a trustworthy
relationship with the travel agent.
There are two options available for posting the payments using the Pre-Deduct
TA Payments report:
1. Go to [Accounting]
2. Select [Generate Report/Receive
Money]
3. There are two options: [Generate
Wholesale Payment] or [Build
Wholesale Payment]
a. Generating the report will pull ALL reservations that are due based on
TA and dates selected
b. Building the report is a good option when the reservation numbers
associated with the payment are known.
When starting the receiving process, [Generate Report/Receive Money], any
pre-deduct agent and any date or date range can be selected to receive
payment.
NOTE: If payments for reservations checking in months from now
need to be received, set the date to run the report for the date of
future reservation. Streamline runs the report looking backwards
for all reservations based on that date.
USER GUIDE | Travel Agents (SEP 2020)
19
The resulting report using [Generate Wholesale Payment] contains all
reservations up to that date for which money is owed by the pre-deduct travel
agent.
1. Select [DETAILS] to view the report
2. Enter the Payment Amount from the Pre-Deduct Travel Agent, the check
number, and the posting date.
3. Select [Apply ALL] to post to all reservations listed OR check each
individual reservation that this payment applies.
4. [SAVE AND APPROVE] to post the payment
5. The payment is now reflected on each of the reservations/folios where the
payment was applied.
When using the [Build Wholesale Payment] option:
1. Enter the Reservation numbers to add to statement (see image below)
2. Select [Add to Report]
3. Enter the Payment Amount from the Pre-Deduct Travel Agent, the check
number, and the posting date.
4. Select [Apply ALL] to post to all reservations listed OR check each
individual reservation that this payment applies.
5. [SAVE AND APPROVE] to post the payment
6. The payment is now reflected on each of the reservations/folios where the
payment was applied.
USER GUIDE | Travel Agents (SEP 2020)
20
WHOLESALE TRAVEL AGENT
Wholesale Travel Agents can basically book any inventory made available to them
for FREE, since payment to the PMC is not due until the guest checks-in.
Wholesale Travel Agent Commissions by Percentage
The commission is retained prior to the Owner Commission Split. Here is an
example where the TA receives 10% commission and the Owner/PMC split is
70/30:
• Room Revenue for Reservation = $1000
o Note: The travel agent can charge ANY value to the guest. The
Room Revenue stated here is the rack rate.
• Travel Agent keeps =$100 of the $1000
• Travel Agent pays $900 to the PMC to apply to the reservation
• Owner receives $630 (70% of $900)
• PMC receives $270 (30% of $900)
After a wholesaler makes a reservation, the system creates a DUE account for this
Wholesale Travel Agent. The amount due is based off the rack rate less the
percentage commission. (Notice in this example, compared to the same example
for Pre-Deduct Travel Agents, the PMC receives more money and the owner
receives less.)
Wholesale Travel Agent Commissions by Rate Type
This is another difference between Pre-Deduct and Wholesale. The PMC can set
wholesale rates to offer their units to the wholesale travel agent. This option is
not available for Pre-Deduct Agents.
USER GUIDE | Travel Agents (SEP 2020)
21
Some PMCs prefer to work with Wholesale Travel Agents based on defined rates.
Here is an example:
Home Type Rack Rate Wholesale Rate
2 Bedroom $350 $300
3 Bedroom $450 $415
After a wholesaler makes a reservation, the system creates a DUE account for this
travel agent. The amount due is based off the wholesale rate.
NOTE: If rate types are used, these will need to be defined for all units in
the system.
Wholesale Travel Agent Collections
The travel agent will collect all funds and possibly manage the reservation until
the guest checks-in. Payment is due to the property management company
based on their requirements. It is customary to collect the entire reservation
before check-in.
The collection process for wholesale travel agents in Streamline is extremely
robust. If used properly, it ensures that money due to the PMC is collected from
the travel agent.
It is very IMPORTANT to have a strong relationship with this type of travel agent,
since they can book inventory without payment, which could be problematic if
payment is not received when due.
Entering Wholesale Travel Agent to Streamline
1. Go to [Tools]
USER GUIDE | Travel Agents (SEP 2020)
22
2. Users/Owners -> [Wholesale Travel Agents]
3. Select [Add New Wholesale Travel Agent] and [Continue]
4. Enter all required* and appropriate information and [Continue]
5. Using the checkboxes in the Commissionable column select the
homes/inventory to allocate to this agent (Wholesale Agent Settings) and
[Continue]
a. Select the radio button to either Use Standard or Use Rate or Use
$ Amount
b. Enter a value, if applicable, and [Continue]
NOTE: If rate types are used, after creating the agent, edit the user and
select Wholesale Agent Settings, there will be two additional columns.
Use Rate Type and a Rate dropdown to select.
When using rate type, there is also an option to Collect Travel Agent Tax, where
tax can be calculated based on Rack or Net. This will adjust how taxes are
calculated.
• Rack means the taxes on the reservation will calculate based on the rack
rate, as if there was no commission for the agent.
• Net means the taxes on the reservation will calculate based on the
discounted value of the room rate to account for the Agent’s commission.
USER GUIDE | Travel Agents (SEP 2020)
23
Wholesale Travel Agent Rate Types Set-up
When Wholesale agents book units using a rate type, they will book them at that
rate in Streamline utilizing the taxes and fees structure that is in place. However,
the travel agent can decide to market these units at any value above this rate in
their own booking engines. The rate type defined is exactly what they will
owe the PMC for the reservation.
1. Go to [REVMAXMD Tools and Reports]
2. Expand RevMaxMD Tools
a. Submit a ticket if these are unavailable
3. Select [Manage Rate Types]
4. Select [Add Rate Type]
5. Enter Name
6. Pricing Model (daily – weekly – monthly)
7. Select the Season Group to apply the rate type to
8. DO NOT select a distribution channel
9. DO NOT select yielding
10. Select [Submit]
Once the rate type is added, each unit will need to have the pricing defined. Use
the homes pricing tool to quickly define these prices.
1. Go to [Tools]
2. Property Definitions -> [Homes Pricing Tool]
3. Set appropriate filters including the RATE TYPE dropdown to select the new
rate type to add pricing for and [Create Report]
4. Enter pricing and select [Submit Homes Pricing]
USER GUIDE | Travel Agents (SEP 2020)
24
Entering Wholesale Reservations Manually
When entering a wholesale reservation manually into Streamline, follow these
steps during the reservation
creation process:
1. After selecting [Make
Reservation] check the
box in the reservation
window for TA
2. Choose the appropriate
travel agent from the
dropdown menu
3. The reservation will
update to show the
amount the travel agent
will owe based on the defined percentage, value or rate type.
4. Guest information will be added, and no payment type will be required since
the reservation will be paid by the Travel Agent.
a. Best Practice: Set payment type to CHECK before completing the
reservation to avoid system errors requesting a payment type.
USER GUIDE | Travel Agents (SEP 2020)
25
Entering Wholesale Reservations via the Wholesale Agent Module
Provide the wholesale agent the URL https://wholesale.streamlinevrs.com, their
user name and password. This provides the travel agent access to the unit(s)
enabled on the wholesale agent settings tab of their travel agent record.
Three booking engines are available to the TA: Quick Book, Informative Book
and Tape Chart.
USER GUIDE | Travel Agents (SEP 2020)
26
Wholesale TA’s will be required to enter guest information and no payment
information is required. It is assumed they are collecting the money and will pay
as they make reservations in your system.
Once booked the reservation will be displayed in Streamline as a confirmed
booking. The Wholesale agent will collect payment from their guest and if any
changes are needed the agent would need to contact the property management
company directly.
Receiving Wholesale Payments in Streamline
At some point, the wholesaler sends the funds owed for the reservations they
have made. Hence, the importance of have a trustworthy relationship with the
wholesaler.
There are two ways to add payments into Streamline:
USER GUIDE | Travel Agents (SEP 2020)
27
1. Add a [NEW PAYMENT] directly to a
reservation using the Wholesale Payment
Type(s)
a. When this method is used it is reflected in
the wholesale payment report.
2. Using the Wholesale Payment Report to
Receive Money
In Streamline the wholesale agent and any date can be selected to receive
payment.
NOTE: If payments for future reservations need to be received
(checking in, in furture months), run the report for the date of
future reservation. Streamline runs the report for all reservations
prior to the date entered.
The report contains all reservations up to that date for which money is owed by
the wholesaler.
1. Select [DETAILS] to view the report
2. Enter the Payment Amount from the wholesaler, the check number, and the
Posting Date.
3. Select [Apply ALL] to post to all reservations listed OR check each
individual reservation that this payment applies.
4. [SAVE AND APPROVE] to post the payment
5. The payment is now reflected on each of the reservations/folios where the
payment was applied.
USER GUIDE | Travel Agents (SEP 2020)
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It is possible to build specific payments by using the [Build Wholesale Payment]
option rather than using the [Generate Wholesale Payment] option. This is a
great choice when a wholesaler has indicated the exact reservation numbers
where this payment should be applied.
1. Select [Generate Report/Receive Money]
2. Enter Wholesaler
3. Select [Build Wholesale Payment]
4. Ener the Reservation numbers to add to statement (see image below)
5. Select [Add to Report]
6. Enter the Payment Amount from the wholesaler, the check number and the
Posting Date.
7. Select [Apply ALL] to post to all reservations listed OR check each
individual reservation that this payment applies.
8. [SAVE AND APPROVE] to post the payment
9. The payment is now reflected on each of the reservations/folios where the
payment was applied.
REMEMBER TO SEARCH THE KNOWLEDGEBASE IN STREAMLINE FOR THE
MOST UP TO DATE INFORMATION ON TRAVEL AGENTS.