The reservation details tab displays details of the reservation including: contact information, billing summary information and itinerary details. From here contact, itinerary and status information can be amended.



Only users with Reservation-Update or Management access can edit reservations. To edit information on the reservation details screen, click the edit button on the toolbar.

Reservation name		The reservation name can be edited at any point
Internal Consultant		The name of the internal reservations consultant who created or was allocated to the reservation User’s with Reservation-Management access can change the allocated consultant, when a new consultant is allocated the Allocated date is changed to the date the new consultant was allocated
Allocated date		This indicates the date the consultant was allocated to the reservation When a user with Reservation-Management access changes the consultant the allocated date is automatically updated with the new date
Agent		The agent allocated to the reservation (usually deriving a certain commission from a reservation), where there is no agent allocated to the reservation, the agent is displayed as ‘Direct’ To change the agent, click the search button to the right of the agent name and select the new agent Selecting a new agent will not re-adjust the costs. The commission allocated to the new agent and adjusted reservation costs can be updated on the Billings tab. From the billings tab the commission needs to be input and the ‘Regenerate Costs’ button selected
Contact		The contact person for the reservation The contact person is usually an external consultant at a travel agency or tour operator organisation, where the reservation is direct (i.e. no agent involvement), the contact is the person allocated to receive documentation regarding the reservation To change the contact person allocated to the reservation, click the search button to the right of the contact name and select (or add) the contact
Rate type		This is the rate type allocated to the reservation Once a rate type is allocated to a reservation it cannot be changed
Invoice Currency		When a reservation is created the invoice currency defaults to the rate type currency, where the client requests the invoice to be generated in a different currency, an invoice currency can be set on the Billings tab When an invoice currency is set a conversion rate must be applied to the reservation
Deduct Comm		If agent commission is set as Yes to deduct, it means that the payable amount is displayed excluding commission, i.e. the agent pays a ‘discounted rate’. If the commission is set to No, it means that the payable amount is displayed including commission, i.e. the agent pays the full amount and is reimbursed the commission by the resort A different commission or changing the deduct commission setting can be done on the Billings tab. Once changed the amounts can be regenerated and the commission recalculated
Commission/ discount		The commission or discount percentage applied to the reservation This amount is dependent on the agent allocated to the reservation (the amount is called from the agent role setup on the contact’s file) The amount set here will does not apply to extras, extras commissions are set as commission payable or receivable per extra on the extras tab The commission can be changed on the billings tab, once changed the reservation calculations need to be regenerated
Total gross amount		The total amount for the reservation including commission, tax etc· If this value displays as TBA it means one or more of the costs for the reservation cannot be calculated
Total gross amount due		The total amount for the reservation that is still owed (i.e. the total gross amount less any payments made)
Total amount paid to date		The total amount paid up to and including the current date
Reservation status		The status applied to the reservation (i.e. confirmed, provisional, waitlist etc) If the reservation status displays as Confirm (Req) it means a consultant has not been allocated to the reservation and the reservation cannot be edited, a consultant must first be allocated to the reservation (for detailed information on how to allocate a reservation refer to the module: Web Reservations) Reservations with quotation status are the only reservations that can be deleted from the system, any other status must be ‘cancelled’ in order to ‘remove’ the reservation Only users with Reservation-Management access can edit confirmed reservations A confirmed reservation cannot be changed to provisional or quotation To change a reservation status, in edit mode click the Change Status button, from the change status select the new status for the reservation. On changing the status to provisional or confirmed, Resrequest runs an availability check and will prompt any overbookings (should there be overbookings on the reservation)
Itinerary		To add an itinerary item: Click the Add Itinerary button, input itinerary details (as per the wizard) Optional services are displayed in brackets after the accommodation name, costs for these services are included on the total itinerary amount To edit an itinerary item: To change an itinerary item, select the item row in the itinerary summary area. The room numbers pop-up opens from where the number of rooms, room configuration and optional services can be amended. On proceeding from the room numbers pop-up the system re-checks availability and will process overbooking confirmations as per the reservation wizard Commission calculations, when commissionable amounts are amended are automatically recalculated based on the commission stored on the reservation To delete an Itinerary item: Delete an itinerary item, by clicking the delete button on the right of the itinerary item - at least one itinerary item is required for a reservation To edit amounts for an Itinerary item: To edit amounts for an itinerary item (e.g. allocate discounts etc), click the Components button, this will open the cost component window To change additional services allocated to an itinerary item:Click the itinerary row, click OK from the room numbers pop-up (i.e. don’t make any changes), the optional components window will open next (provided there are no overbookings), amend the additional services and click OK to apply the amendments
Extras and/or travel		This field displays an amount for extras allocated to the reservation. Where this amount shows as ‘none’ it means that no extras have been allocated to the reservation. If the amount displays as ‘0.00’ it means that extras are allocated, but at no charge
Accommodation Total		This refers to the total for accommodation allocated to the reservation, where this amount shows as TBA, it means that one or more amounts are not allocated